Rockwell Automation, Inc
ROK- Exchange
- NYSE
- Industry
- Measuring & Controlling Devices, NEC
- SEC CIK
- 0001024478
In the last 90 days, Rockwell Automation, Inc insiders filed 0 open-market purchases and 5 sales; 1,545 institutions reported holding it in 13F filings for Q2 2026, worth $48.8B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Rockwell Automation, Inc as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,545
- +136 vs. Q1 2026
- Shares held
- 99.1M
- +3.30M (+3.4%) vs. Q1 2026
- Total value
- $48.8B
- +$14.5B (+42.2%) vs. Q1 2026
- New holders
- 228
- 577 more added
- Sold out
- 92
- 442 more reduced
13 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ROK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,545 | $48.8B |
| Q1 2026 | 1,422 | $34.4B |
| Q4 2025 | 1,420 | $37.1B |
| Q3 2025 | 1,296 | $32.2B |
| Q2 2025 | 1,269 | $31.1B |
| Q1 2025 | 1,172 | $23.7B |
| Q4 2024 | 1,216 | $26.9B |
| Q3 2024 | 1,161 | $24.4B |
| Q2 2024 | 1,156 | $25.3B |
| Q1 2024 | 1,202 | $26.5B |
| Q4 2023 | 1,223 | $27.1B |
| Q3 2023 | 1,140 | $26.4B |
| Q2 2023 | 1,146 | $30.9B |
| Q1 2023 | 1,113 | $27.0B |
| Q4 2022 | 1,059 | $23.5B |
| Q3 2022 | 994 | $19.6B |
| Q2 2022 | 976 | $18.5B |
| Q1 2022 | 1,052 | $25.6B |
| Q4 2021 | 1,136 | $31.9B |
| Q3 2021 | 1,037 | $26.9B |
| Q2 2021 | 988 | $26.4B |
| Q1 2021 | 974 | $23.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alerus Financial NA | 7,357 | $3.64M | 0.16% | −3,240−30.6% | Reduced |
| Jefferies Financial Group Inc. | 7,385 | $3.66M | 0.03% | +811+12.3% | Added |
| Front Row Advisors LLC | 8,333 | $3.72M | 1.08% | −538−6.1% | Reduced |
| Legacy Financial Independent Advisors LLC | 7,524 | $3.72M | 1.75% | +7,524 | New |
| Klein Pavlis & Peasley Financial, Inc. | 7,561 | $3.74M | 1.95% | −123−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,383 | $3.75M | 0.02% | +415+6.0% | Added |
| Hudson Bay Capital Management LP | 7,656 | $3.79M | 0.02% | +7,656 | New |
| Slow Capital, Inc. | 7,657 | $3.79M | 0.44% | +269+3.6% | Added |
| Central Pacific Bank - Trust Division | 7,662 | $3.79M | 0.39% | +2,597+51.3% | Added |
| TD Waterhouse Canada Inc. | 7,861 | $3.80M | 0.01% | −304−3.7% | Reduced |
| Caxton Associates LLP | 7,828 | $3.88M | 0.07% | +3,090+65.2% | Added |
| Saudi Central Bank | 7,865 | $3.89M | 0.05% | +3,715+89.5% | Added |
| SIH Partners, LLLP | 7,929 | $3.93M | 0.16% | +40+0.5% | Added |
| Eukles Asset Management | 7,945 | $3.93M | 1.62% | −334−4.0% | Reduced |
| Lido Advisors, LLC | 8,004 | $3.96M | 0.01% | +12+0.2% | Added |
| Fayez Sarofim & Co | 8,338 | $4.13M | 0.01% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 8,350 | $4.13M | 0.02% | +258+3.2% | Added |
| Intech Investment Management LLC | 8,448 | $4.18M | 0.04% | −363−4.1% | Reduced |
| BNP Paribas | 8,595 | $4.19M | 0.11% | +1,143+15.3% | Added |
| Greenleaf Trust | 8,507 | $4.21M | 0.04% | −23−0.3% | Reduced |
| Zacks Investment Management | 8,513 | $4.21M | 0.03% | +637+8.1% | Added |
| Gulf International Bank (UK) Ltd | 8,543 | $4.23M | 0.08% | −118−1.4% | Reduced |
| Guyasuta Investment Advisors Inc | 8,623 | $4.27M | 0.22% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 8,711 | $4.31M | 0.07% | +1,918+28.2% | Added |
| Teachers Retirement System of the State of Kentucky | 8,832 | $4.37M | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 8,852 | $4.38M | 0.08% | +8,852 | New |
| Nippon Life Global Investors Americas, Inc. | 8,960 | $4.44M | 0.18% | +8,960 | New |
| Andra AP-fonden | 8,963 | $4.44M | 0.05% | −47,760−84.2% | Reduced |
| Westport Asset Management Inc | 9,000 | $4.46M | 1.82% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 9,019 | $4.47M | 1.53% | +486+5.7% | Added |
| Stratos Wealth Partners, LTD. | 9,019 | $4.47M | 0.04% | +2,098+30.3% | Added |
| Advisory Services Network, LLC | 9,074 | $4.49M | 0.05% | +242+2.7% | Added |
| Lansdowne Partners (UK) LLP | 9,146 | $4.53M | 0.19% | −4,911−34.9% | Reduced |
| Brinker Capital Investments, LLC | 9,565 | $4.74M | 0.04% | +20+0.2% | Added |
| Canada Post Corp Registered Pension Plan | 9,721 | $4.81M | 0.17% | +1,269+15.0% | Added |
| Jane Street Group, LLC | 9,738 | $4.82M | 0.00% | +4,502+86.0% | Added |
| Wealthfront Advisers LLC | 9,769 | $4.84M | 0.01% | +430+4.6% | Added |
| Private Advisor Group, LLC | 9,897 | $4.90M | 0.02% | +709+7.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,915 | $4.91M | 0.01% | −529−5.1% | Reduced |
| Nomura Holdings Inc | 10,083 | $4.99M | 0.02% | −42,949−81.0% | Reduced |
| Pacer Advisors, Inc. | 10,233 | $5.07M | 0.01% | +2,741+36.6% | Added |
| First Pacific Financial | 10,348 | $5.12M | 0.61% | −212−2.0% | Reduced |
| Charter Trust Co | 10,396 | $5.15M | 0.28% | +112+1.1% | Added |
| Macquarie Group Ltd | 10,427 | $5.16M | 0.02% | +608+6.2% | Added |
| BW Gestao de Investimentos Ltda. | 10,431 | $5.16M | 0.12% | +10,431 | New |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,600 | $5.25M | 0.30% | 00.0% | Unchanged |
| Aventail Capital Group, LP | 10,714 | $5.30M | 0.30% | −3,185−22.9% | Reduced |
| Rafferty Asset Management, LLC | 10,763 | $5.33M | 0.01% | +3,446+47.1% | Added |
| Baldwin Investment Management, LLC | 10,843 | $5.37M | 0.52% | +466+4.5% | Added |
| State of Alaska, Department of Revenue | 10,903 | $5.40M | 0.05% | −287−2.6% | Reduced |
| KBC Group NV | 10,921 | $5.41M | 0.01% | +21+0.2% | Added |
| Madison Asset Management, LLC | 10,967 | $5.43M | 0.06% | −532−4.6% | Reduced |
| LGT Fund Management Co Ltd. | 10,995 | $5.44M | 0.23% | +1,275+13.1% | Added |
| Yousif Capital Management, LLC | 11,103 | $5.50M | 0.06% | −854−7.1% | Reduced |
| Weatherly Asset Management L. P. | 11,170 | $5.53M | 0.39% | −400−3.5% | Reduced |
| Dempze Nancy E | 11,261 | $5.58M | 2.67% | −56−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 11,271 | $5.58M | 0.04% | +1,089+10.7% | Added |
| Smithbridge Asset Management Inc | 11,392 | $5.64M | 0.77% | −131−1.1% | Reduced |
| Vontobel Holding Ltd. | 11,466 | $5.68M | 0.02% | +977+9.3% | Added |
| Everence Capital Management Inc | 11,678 | $5.78M | 0.30% | 00.0% | Unchanged |
| Morningstar Investment Management LLC | 16,181 | $5.81M | 0.36% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,741 | $5.81M | 0.11% | +10,397+773.6% | Added |
| Fiduciary Trust Co | 11,904 | $5.89M | 0.06% | −140−1.2% | Reduced |
| M&T Bank Corp | 12,129 | $6.00M | 0.02% | −132−1.1% | Reduced |
| OP Asset Management Ltd | 12,265 | $6.07M | 0.06% | +967+8.6% | Added |
| Searle & Co. | 12,293 | $6.09M | 1.37% | 00.0% | Unchanged |
| Kampmann Melissa S. | 12,327 | $6.10M | 4.61% | +13+0.1% | Added |
| Two Sigma Investments, LP | 12,360 | $6.12M | 0.00% | −14,627−54.2% | Reduced |
| Virginia Retirement Systems Et Al | 12,360 | $6.12M | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 12,544 | $6.21M | 0.04% | +9,880+370.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,678 | $6.28M | 0.01% | +691+5.8% | Added |
| Crossmark Global Holdings, Inc. | 12,898 | $6.39M | 0.08% | −1,080−7.7% | Reduced |
| Omers Administration Corp | 12,949 | $6.41M | 0.04% | +1,275+10.9% | Added |
| CIBC World Markets Inc. | 12,982 | $6.43M | 0.01% | +40.0% | Added |
| Beese Fulmer Investment Management, Inc. | 12,999 | $6.44M | 0.37% | −266−2.0% | Reduced |
| Mackenzie Financial Corp | 13,020 | $6.45M | 0.01% | −285−2.1% | Reduced |
| Glenmede Trust Co NA | 13,464 | $6.67M | 0.03% | +162+1.2% | Added |
| Fideuram Asset Management (Ireland) dac | 14,708 | $6.69M | 0.13% | +14,446+5,513.7% | Added |
| Scotia Capital Inc. | 13,589 | $6.73M | 0.03% | +932+7.4% | Added |
| Oregon Public Employees Retirement Fund | 13,624 | $6.74M | 0.07% | +758+5.9% | Added |
| Roberts Wealth Advisors, LLC | 13,788 | $6.83M | 1.55% | +251+1.9% | Added |
| Whitener Capital Management, Inc. | 13,920 | $6.89M | 1.46% | −388−2.7% | Reduced |
| Meeder Asset Management Inc | 14,122 | $6.99M | 0.36% | −11,498−44.9% | Reduced |
| Pinnacle Financial Partners, Inc. | 14,134 | $7.00M | 0.05% | −185−1.3% | Reduced |
| Bill Few Associates, Inc. | 14,168 | $7.01M | 1.50% | −195−1.4% | Reduced |
| Farmers & Merchants Investments Inc | 14,223 | $7.04M | 0.17% | −23−0.2% | Reduced |
| Jupiter Topco LLC | 14,389 | $7.13M | 0.00% | +14,389 | New |
| Silvercrest Asset Management Group LLC | 14,418 | $7.14M | 0.05% | −177−1.2% | Reduced |
| Oddo BHF Asset Management SAS | 14,422 | $7.14M | 0.33% | +1,308+10.0% | Added |
| Scopus Asset Management, L.P. | 15,029 | $7.44M | 0.18% | −12,204−44.8% | Reduced |
| Ascent Wealth Partners, LLC | 15,133 | $7.49M | 0.75% | +507+3.5% | Added |
| SRS Capital Advisors, Inc. | 15,345 | $7.60M | 0.05% | +14,315+1,389.8% | Added |
| Groupe la Francaise | 15,750 | $7.80M | 0.10% | −5,985−27.5% | Reduced |
| Notis-McConarty Edward | 15,796 | $7.82M | 3.38% | +496+3.2% | Added |
| Sompo Asset Management Co., Ltd. | 15,812 | $7.83M | 1.28% | −592−3.6% | Reduced |
| S-Bank Fund Management Ltd | 15,828 | $7.84M | 1.06% | +872+5.8% | Added |
| Hel Ved Capital Management Ltd | 15,840 | $7.84M | 1.11% | +15,840 | New |
| McGuire Investment Group, LLC | 15,855 | $7.85M | 0.69% | +59+0.4% | Added |
| Bank of Nova Scotia | 16,143 | $7.99M | 0.01% | −3,617−18.3% | Reduced |
| Elefante Mark B | 16,181 | $8.01M | 3.45% | +1,511+10.3% | Added |