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 |
|---|---|---|---|---|---|
| LifeSteps Financial, Inc. | 25 | $12.4K | 0.01% | +25 | New |
| Downshift Financial, LLC | 25 | $12.4K | 0.01% | +25 | New |
| Clear Street Markets LLC | 26 | $12.9K | 0.00% | +8+44.4% | Added |
| NorthAvenue LLC | 26 | $12.9K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 27 | $13.4K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 27 | $13.4K | 0.01% | +5+22.7% | Added |
| Colonial Trust Advisors | 27 | $13.4K | 0.00% | +27 | New |
| Cornerstone Financial Management LLC | 28 | $13.9K | 0.01% | +14+100.0% | Added |
| Marquette Asset Management, LLC | 28 | $13.9K | 0.00% | +3+12.0% | Added |
| Harvest Fund Management Co., Ltd | 28 | $14.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $14.0K | 0.00% | +11+57.9% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 29 | $14.4K | 0.02% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 29 | $14.4K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 29 | $14.6K | 0.00% | +2+7.4% | Added |
| Gen-Wealth Partners Inc | 30 | $14.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $14.9K | 0.00% | −17−36.2% | Reduced |
| Westfuller Advisors, LLC | 31 | $15.5K | 0.01% | +3+10.7% | Added |
| Bare Financial Services, Inc | 32 | $15.8K | 0.00% | +7+28.0% | Added |
| Action Point Financial Planning, LLC | 36 | $16.8K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 34 | $16.8K | 0.00% | +3+9.7% | Added |
| UMA Financial Services, Inc. | 34 | $16.8K | 0.00% | +15+78.9% | Added |
| Rossby Financial, LCC | 35 | $17.4K | 0.00% | −23−39.7% | Reduced |
| CNB Bank | 36 | $17.8K | 0.01% | 00.0% | Unchanged |
| Vanguard National Trust Co | 36 | $17.8K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 37 | $18.3K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 38 | $18.8K | 0.00% | +4+11.8% | Added |
| Capital Advisors, Ltd. LLC | 38 | $19.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $19.3K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 41 | $20.4K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 42 | $20.8K | 0.00% | −107−71.8% | Reduced |
| Seneschal Advisors, LLC | 42 | $20.8K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 44 | $21.8K | 0.00% | −1−2.2% | Reduced |
| JPL Wealth Management, LLC | 45 | $22.3K | 0.00% | +20+80.0% | Added |
| True Wealth Design, LLC | 46 | $22.8K | 0.01% | +26+130.0% | Added |
| Holos Integrated Wealth LLC | 50 | $23.4K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 48 | $23.8K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 48 | $23.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 49 | $24.0K | 0.00% | −1−2.0% | Reduced |
| Orion Capital Management LLC | 49 | $24.2K | 0.01% | +8+19.5% | Added |
| Mascoma Wealth Management LLC | 50 | $24.8K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 50 | $24.8K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $24.8K | 0.01% | 00.0% | Unchanged |
| Toews Corp | 50 | $24.8K | 0.00% | +50 | New |
| Virtus ETF Advisers LLC | 50 | $24.8K | 0.01% | +50 | New |
| Pittenger & Anderson Inc | 51 | $25.3K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 53 | $26.2K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 54 | $26.7K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 55 | $27.2K | 0.01% | +20+57.1% | Added |
| Plante Moran Financial Advisors, LLC | 55 | $27.2K | 0.00% | +55 | New |
| West Paces Advisors Inc. | 55 | $27.2K | 0.00% | +55 | New |
| Albion Financial Group | 57 | $28.2K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 57 | $28.2K | 0.00% | −67−54.0% | Reduced |
| Millstone Evans Group, LLC | 59 | $29.2K | 0.02% | +15+34.1% | Added |
| Kennebec Savings Bank | 60 | $29.7K | 0.02% | +60 | New |
| Glen Eagle Advisors, LLC | 61 | $30.4K | 0.00% | −20−24.7% | Reduced |
| Rosenberg Matthew Hamilton | 62 | $30.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 63 | $31.2K | 0.02% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 64 | $31.7K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 64 | $31.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 64 | $31.7K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 64 | $31.7K | 0.01% | +1+1.6% | Added |
| Delta Asset Management LLC | 65 | $32.2K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 65 | $32.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 65 | $32.2K | 0.01% | 00.0% | Unchanged |
| Guardian Partners Inc. | 65 | $32.2K | 0.00% | +65 | New |
| Bogart Wealth, LLC | 69 | $34.2K | 0.00% | +8+13.1% | Added |
| SOA Wealth Advisors, LLC. | 69 | $34.3K | 0.01% | +69 | New |
| Essex Investment Management Co LLC | 70 | $34.7K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 70 | $34.9K | 0.02% | −6−7.9% | Reduced |
| TSFG, LLC | 71 | $35.0K | 0.00% | +21+42.0% | Added |
| MV Capital Management, Inc. | 73 | $36.1K | 0.00% | +1+1.4% | Added |
| Pinnacle Bancorp, Inc. | 74 | $36.6K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $39.1K | 0.02% | 00.0% | Unchanged |
| USA Financial Formulas | 79 | $39.1K | 0.01% | +79 | New |
| Fortitude Family Office, LLC | 80 | $39.6K | 0.01% | +9+12.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $40.6K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 86 | $42.5K | 0.00% | 00.0% | Unchanged |
| Copos Capital S.a r.l. | 86 | $42.6K | 0.01% | +86 | New |
| Prestige Wealth Management Group LLC | 86 | $42.6K | 0.01% | +2+2.4% | Added |
| ZRC Wealth Management, LLC | 88 | $43.6K | 0.01% | +77+700.0% | Added |
| Community Bank, N.A. | 90 | $44.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 91 | $45.1K | 0.01% | +16+21.3% | Added |
| Dynamic Wealth Strategies, LLC | 94 | $46.5K | 0.02% | −8−7.8% | Reduced |
| Knights of Columbus Asset Advisors LLC | 100 | $49.5K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $49.5K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $49.5K | 0.03% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 108 | $53.7K | 0.00% | +46+74.2% | Added |
| Maryland Capital Advisors Inc. | 111 | $55.0K | 0.02% | +111 | New |
| Bayban | 112 | $55.4K | 0.04% | −8−6.7% | Reduced |
| Financial Perspectives, Inc | 112 | $55.4K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 113 | $55.9K | 0.02% | +17+17.7% | Added |
| Motco | 114 | $56.4K | 0.00% | +2+1.8% | Added |
| Owl Creek Wealth Partners LLC | 114 | $56.4K | 0.02% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 120 | $59.4K | 0.01% | +120 | New |
| IMA Wealth, Inc. | 125 | $61.9K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 125 | $61.9K | 0.05% | 00.0% | Unchanged |
| Sachetta, LLC | 128 | $63.6K | 0.03% | +15+13.3% | Added |
| Strategic Investment Solutions, Inc. | 129 | $63.9K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 131 | $65.1K | 0.02% | −15−10.3% | Reduced |
| Flagship Wealth Advisors, LLC | 133 | $65.8K | 0.01% | 00.0% | Unchanged |