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 |
|---|---|---|---|---|---|
| Rokos Capital Management LLP | 16,269 | $8.05M | 0.10% | +5,299+48.3% | Added |
| First American Trust, FSB | 16,552 | $8.19M | 0.49% | −233−1.4% | Reduced |
| AIA Group Ltd | 16,599 | $8.22M | 0.10% | −4,630−21.8% | Reduced |
| New York Life Investment Management LLC | 16,608 | $8.22M | 0.06% | −168−1.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,751 | $8.29M | 0.06% | −685−3.9% | Reduced |
| Stratos Wealth Advisors, LLC | 16,785 | $8.31M | 0.46% | −40.0% | Reduced |
| British Columbia Investment Management Corp | 16,841 | $8.34M | 0.05% | −19,816−54.1% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 17,000 | $8.42M | 0.06% | 00.0% | Unchanged |
| Utah Retirement Systems | 17,056 | $8.44M | 0.08% | −1,342−7.3% | Reduced |
| Azimuth Capital Investment Management LLC | 17,092 | $8.46M | 0.29% | −983−5.4% | Reduced |
| Nicholas Company, Inc. | 17,146 | $8.49M | 0.16% | −2,495−12.7% | Reduced |
| Pinebridge Investments LLC | 17,249 | $8.54M | 0.07% | −40,661−70.2% | Reduced |
| ABN AMRO Bank N.V. | 17,279 | $8.56M | 0.11% | −2,085−10.8% | Reduced |
| Nwam LLC | 17,510 | $8.67M | 0.43% | +11,356+184.5% | Added |
| NEOS Investment Management LLC | 17,572 | $8.70M | 0.03% | +2,266+14.8% | Added |
| Dorsey & Whitney Trust CO LLC | 17,577 | $8.70M | 0.42% | −2,709−13.4% | Reduced |
| Squarepoint Ops LLC | 17,649 | $8.74M | 0.02% | +1,338+8.2% | Added |
| Sanctuary Advisors, LLC | 17,720 | $8.77M | 0.04% | −27−0.2% | Reduced |
| Hall Laurie J Trustee | 17,729 | $8.78M | 2.73% | +37+0.2% | Added |
| LGT Group Foundation | 17,769 | $8.80M | 0.10% | −4,402−19.9% | Reduced |
| Rakuten Investment Management, Inc. | 18,263 | $8.81M | 0.03% | +1,584+9.5% | Added |
| Mutual of America Capital Management LLC | 17,886 | $8.86M | 0.09% | +5,932+49.6% | Added |
| O'Shaughnessy Asset Management, LLC | 17,912 | $8.87M | 0.04% | −843−4.5% | Reduced |
| Public Sector Pension Investment Board | 17,916 | $8.87M | 0.02% | −199−1.1% | Reduced |
| Rockland Trust Co | 17,926 | $8.87M | 0.35% | −4,342−19.5% | Reduced |
| Contravisory Investment Management, Inc. | 18,152 | $8.99M | 1.59% | +17,960+9,354.2% | Added |
| JustInvest LLC | 18,171 | $9.00M | 0.07% | +1,442+8.6% | Added |
| Natixis | 18,471 | $9.14M | 0.04% | −22,919−55.4% | Reduced |
| Bridgewater Associates, LP | 18,697 | $9.26M | 0.04% | −19,102−50.5% | Reduced |
| Stephens Inc | 18,775 | $9.29M | 0.10% | +480+2.6% | Added |
| M&G Plc | 18,829 | $9.32M | 0.05% | +815+4.5% | Added |
| ASR Vermogensbeheer N.V. | 18,937 | $9.38M | 0.10% | −5,998−24.1% | Reduced |
| Longaeva Partners L.P. | 19,430 | $9.62M | 0.28% | +13,771+243.3% | Added |
| Prime Capital Investment Advisors, LLC | 19,934 | $9.87M | 0.10% | +16+0.1% | Added |
| Ethic Inc. | 20,080 | $9.94M | 0.12% | −792−3.8% | Reduced |
| Prudential PLC | 20,213 | $10.0M | 0.07% | −5,420−21.1% | Reduced |
| Telos Capital Management, Inc. | 20,361 | $10.1M | 0.89% | −168−0.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 20,538 | $10.2M | 0.68% | −80−0.4% | Reduced |
| L & S Advisors Inc | 20,767 | $10.3M | 1.06% | −910−4.2% | Reduced |
| La Banque Postale Asset Management SA | 21,156 | $10.5M | 0.10% | +4,718+28.7% | Added |
| Iyo Bank, Ltd. | 21,350 | $10.6M | 3.21% | 00.0% | Unchanged |
| ProShare Advisors LLC | 21,421 | $10.6M | 0.02% | +870+4.2% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 21,462 | $10.6M | 0.40% | +900+4.4% | Added |
| Atlantic Union Bankshares Corp | 21,524 | $10.7M | 0.18% | +945+4.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,550 | $10.7M | 0.10% | +140+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 21,812 | $10.8M | 0.03% | +118+0.5% | Added |
| Pathstone Holdings, LLC | 21,799 | $10.8M | 0.03% | +2,638+13.8% | Added |
| Mercer Global Advisors Inc | 21,923 | $10.9M | 0.01% | +956+4.6% | Added |
| Trexquant Investment LP | 22,058 | $10.9M | 0.07% | −66,663−75.1% | Reduced |
| KWMG, LLC | 22,098 | $10.9M | 0.79% | +81+0.4% | Added |
| Mandatum Life Insurance Co Ltd | 22,200 | $11.0M | 2.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 22,271 | $11.0M | 0.32% | +3,257+17.1% | Added |
| Amalgamated Bank | 22,698 | $11.2M | 0.08% | +1,691+8.0% | Added |
| Papp L Roy & Associates | 22,910 | $11.3M | 1.19% | +534+2.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 49,950 | $11.4M | 0.02% | +3,766+8.2% | Added |
| Drystone LLC | 23,216 | $11.5M | 9.45% | −1,243−5.1% | Reduced |
| Osmosis Investment Management UK Ltd | 23,301 | $11.5M | 0.54% | −32,578−58.3% | Reduced |
| Retirement Systems of Alabama | 23,376 | $11.6M | 0.03% | −483−2.0% | Reduced |
| Kidder Stephen W | 23,597 | $11.7M | 2.95% | +116+0.5% | Added |
| Bartlett & Co. Wealth Management LLC | 23,746 | $11.8M | 0.15% | +173+0.7% | Added |
| Abn Amro Investment Solutions | 24,109 | $11.9M | 0.10% | −5,072−17.4% | Reduced |
| USS Investment Management Ltd | 24,505 | $12.1M | 0.05% | +1,693+7.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,577 | $12.2M | 0.06% | −1,596−6.1% | Reduced |
| NorthCrest Asset Manangement, LLC | 26,044 | $12.2M | 0.31% | +1,322+5.3% | Added |
| Jones Financial Companies LLLP | 25,516 | $12.2M | 0.00% | +3,562+16.2% | Added |
| Strategic Global Advisors, LLC | 24,661 | $12.2M | 1.74% | +24,661 | New |
| Tema ETFs LLC | 24,673 | $12.2M | 0.39% | +4,093+19.9% | Added |
| Delaney Dennis R | 24,741 | $12.2M | 3.90% | −1,117−4.3% | Reduced |
| F/M Investments LLC | 25,267 | $12.5M | 0.64% | −554−2.1% | Reduced |
| Puzo Michael J | 25,511 | $12.6M | 3.26% | −574−2.2% | Reduced |
| Somerville Kurt F | 25,565 | $12.7M | 3.02% | −2,048−7.4% | Reduced |
| EFG International AG | 25,777 | $12.8M | 0.23% | +2,562+11.0% | Added |
| Jacobs & Co | 25,790 | $12.8M | 1.09% | −1,427−5.2% | Reduced |
| Empowered Funds, LLC | 25,938 | $12.8M | 0.07% | +15,954+159.8% | Added |
| Ceredex Value Advisors LLC | 26,097 | $12.9M | 0.36% | −12,911−33.1% | Reduced |
| CIBC Asset Management Inc | 26,483 | $13.1M | 0.03% | −638−2.4% | Reduced |
| IFM Investors Pty Ltd | 26,610 | $13.2M | 0.09% | +629+2.4% | Added |
| Westend Capital Management, LLC | 26,786 | $13.3M | 3.03% | −135−0.5% | Reduced |
| MAI Capital Management | 27,007 | $13.4M | 0.05% | +9,053+50.4% | Added |
| 1832 Asset Management L.P. | 27,008 | $13.4M | 0.02% | +2,543+10.4% | Added |
| Foresight Group Ltd Liability Partnership | 27,378 | $13.5M | 2.42% | −2,995−9.9% | Reduced |
| Van Eck Associates Corp | 27,244 | $13.5M | 0.01% | −3,271−10.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,617 | $13.7M | 0.12% | +500+1.8% | Added |
| Susquehanna International Group, LLP | 27,764 | $13.7M | 0.01% | −21,968−44.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 27,981 | $13.9M | 0.06% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 28,238 | $14.0M | 1.33% | −285−1.0% | Reduced |
| State of Michigan Retirement System | 28,513 | $14.1M | 0.06% | −800−2.7% | Reduced |
| Kestra Advisory Services, LLC | 28,567 | $14.1M | 0.05% | +414+1.5% | Added |
| Yaupon Capital Management LP | 28,793 | $14.3M | 0.47% | +28,793 | New |
| D.A. Davidson & Co. | 28,857 | $14.3M | 0.08% | −197−0.7% | Reduced |
| MetLife Investment Management | 29,109 | $14.4M | 0.07% | +2,431+9.1% | Added |
| Xponance, Inc. | 29,150 | $14.4M | 0.09% | +7,944+37.5% | Added |
| Teacher Retirement System of Texas | 29,581 | $14.6M | 0.04% | −5,210−15.0% | Reduced |
| Brown Advisory Inc | 29,598 | $14.7M | 0.02% | −279−0.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,714 | $14.7M | 0.01% | +9,383+46.2% | Added |
| Nisa Investment Advisors, LLC | 30,032 | $14.9M | 0.05% | −885−2.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,938 | $15.3M | 0.11% | +14,247+85.4% | Added |
| M. Kraus & Co | 31,191 | $15.4M | 4.10% | −404−1.3% | Reduced |
| Czech National Bank | 31,673 | $15.7M | 0.09% | +1,073+3.5% | Added |
| Arizona State Retirement System | 32,214 | $15.9M | 0.08% | +1,658+5.4% | Added |