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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.

Institutional holdersQ2 2026: 1,545 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ2 2026: $48.8B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2026.

Institutions holding ROK in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
MQS Management LLC0$00.00%−788−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−757−100.0%Sold out
Evolve Private Wealth, LLC0$00.00%−738−100.0%Sold out
Engineers Gate Manager LP0$00.00%−706−100.0%Sold out
Professional Financial Advisors, LLC0$00.00%−700−100.0%Sold out
StoneX Group Inc.0$00.00%−631−100.0%Sold out
Global Trust Wealth Management LLC0$00.00%−625−100.0%Sold out
Victory Financial Group, LLC0$00.00%−614−100.0%Sold out
Retirement Investment Advisors, Inc.0$00.00%−548−100.0%Sold out
PVG Asset Management Corp0$00.00%−458−100.0%Sold out
Quadrant Private Wealth Management, LLC0$00.00%−583−100.0%Sold out
Octavia Wealth Advisors, LLC0$00.00%−574−100.0%Sold out
Quarry LP0$00.00%−564−100.0%Sold out
Tompkins Financial Corp0$00.00%−481−100.0%Sold out
Bayforest Capital Ltd0$00.00%−274−100.0%Sold out
Bank of Jackson Hole Trust0$00.00%−200−100.0%Sold out
Root Financial Partners, LLC0$00.00%−199−100.0%Sold out
Wall Street Financial Group, Inc.0$00.00%−169−100.0%Sold out
Capula Management Ltd0$00.00%−130−100.0%Sold out
Team Financial Group, LLC0$00.00%−123−100.0%Sold out
Golden State Equity Partners0$00.00%−120−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−92−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−58−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−50−100.0%Sold out
Timothy G. Youngquist 2020 Irrevocable Trust0$00.00%−39−100.0%Sold out
YANKCOM Partnership0$00.00%−20−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−27−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−18−100.0%Sold out
Ravenstone Capital Management Inc.0$00.00%−18−100.0%Sold out
Altshuler Shaham Ltd0$00.00%−11−100.0%Sold out
Vermillion Wealth Management, Inc.0$00.00%−7−100.0%Sold out
Bravera Wealth0$00.00%−7−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−5−100.0%Sold out
Portus Wealth Advisors, LLC0$00.00%−3−100.0%Sold out
Atwood & Palmer Inc0$00.00%−2−100.0%Sold out
Focused Wealth Management, Inc0$00.00%−2−100.0%Sold out
Napier Financial, LLC0$00.00%−1−100.0%Sold out
U.S. Capital Wealth Advisors, LLC––––Not filed
Janus Henderson Group PLC––––Not filed
Bedell Frazier Investment Counseling, LLC––––Not filed
Evelyn Partners Investment Management LLP––––Not filed
CWM, LLC––––Not filed
Skopos Labs, Inc.––––Not filed
Millington Securities, LLC––––Not filed
North Ridge Wealth Advisors, Inc.––––Not filed
Evelyn Partners Investment Management Services Ltd––––Not filed
Journey Strategic Wealth LLC––––Not filed
DGS Capital Management, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed
Sofos Investments, Inc.––––Not filed