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 |
|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | 134 | $66.3K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 139 | $68.8K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 141 | $70.0K | 0.03% | +11+8.5% | Added |
| NBH Bank | 142 | $70.3K | 0.03% | +142 | New |
| Grove Bank & Trust | 143 | $70.8K | 0.01% | +49+52.1% | Added |
| IFG Advisory, LLC | 144 | $71.1K | 0.00% | +144 | New |
| Bullock Wealth Management Group | 152 | $73.2K | 0.03% | +1+0.7% | Added |
| Deseret Mutual Benefit Administrators | 149 | $73.8K | 0.02% | −35−19.0% | Reduced |
| S&T Bank | 150 | $74.3K | 0.02% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 154 | $76.2K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 154 | $76.2K | 0.01% | +19+14.1% | Added |
| Silver Grove Financial Group, Inc. | 158 | $78.2K | 0.04% | +142+887.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $79.2K | 0.02% | +40+33.3% | Added |
| State of Wyoming | 162 | $80.2K | 0.01% | +162 | New |
| Tiaa Trust, National Association | 165 | $81.7K | 0.00% | −1,242−88.3% | Reduced |
| Oslo Pensjonsforsikring AS | 169 | $83.7K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 173 | $85.6K | 0.06% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 175 | $87.0K | 0.01% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 185 | $91.6K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 195 | $96.6K | 0.03% | +5+2.6% | Added |
| Princeton Global Asset Management LLC | 206 | $102.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 206 | $102.0K | 0.05% | +206 | New |
| Zions Bancorporation, National Association | 221 | $109.4K | 0.01% | −21−8.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 222 | $109.9K | 0.02% | −19−7.9% | Reduced |
| Spire Wealth Management | 223 | $110.6K | 0.00% | +55+32.7% | Added |
| Hoese & Co LLP | 225 | $111.4K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 227 | $112.4K | 0.01% | −59−20.6% | Reduced |
| Breakwater Investment Management | 227 | $112.4K | 0.04% | +1+0.4% | Added |
| Quent Capital, LLC | 229 | $113.5K | 0.01% | +16+7.5% | Added |
| Independence Bank of Kentucky | 230 | $113.9K | 0.01% | −6−2.5% | Reduced |
| Manchester Capital Management LLC | 232 | $114.9K | 0.01% | +140+152.2% | Added |
| Wall Street Access Asset Management, LLC | 235 | $116.3K | 0.02% | +57+32.0% | Added |
| New England Capital Financial Advisors LLC | 240 | $119.0K | 0.03% | −10−4.0% | Reduced |
| Maj Invest Holding A/S | 240 | $119.0K | 0.01% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 242 | $119.8K | 0.06% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 245 | $121.3K | 0.00% | −10−3.9% | Reduced |
| Wellington Shields Capital Management, LLC | 250 | $123.8K | 0.02% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 252 | $124.8K | 0.02% | −10−3.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 255 | $125.0K | 0.03% | +6+2.4% | Added |
| Country Trust Bank | 254 | $125.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 255 | $126.0K | 0.00% | +37+17.0% | Added |
| Strategic Investment Advisors | 273 | $135.2K | 0.01% | +273 | New |
| Bell Investment Advisors, Inc | 280 | $138.6K | 0.02% | +1+0.4% | Added |
| SBI Securities Co., Ltd. | 285 | $141.1K | 0.00% | −138−32.6% | Reduced |
| 1620 Investment Advisors, Inc. | 287 | $142.1K | 0.09% | 00.0% | Unchanged |
| Addison Advisors LLC | 291 | $144.1K | 0.07% | −8−2.7% | Reduced |
| Decker Retirement Planning Inc. | 300 | $148.5K | 0.05% | +300 | New |
| Cohen & Steers, Inc. | 300 | $149.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 304 | $149.8K | 0.01% | 00.0% | Unchanged |
| Onefund, LLC | 305 | $151.0K | 0.09% | −4−1.3% | Reduced |
| Nemes Rush Group LLC | 311 | $153.9K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 315 | $155.9K | 0.01% | +315 | New |
| Morse Asset Management, Inc | 317 | $156.9K | 0.03% | +267+534.0% | Added |
| Keating Financial Advisory Services, Inc. | 322 | $159.4K | 0.02% | +25+8.4% | Added |
| Murphy & Mullick Capital Management Corp | 326 | $161.4K | 0.10% | 00.0% | Unchanged |
| Tobam | 328 | $162.0K | 0.04% | −421−56.2% | Reduced |
| St Germain D J Co Inc | 335 | $165.9K | 0.01% | −6−1.8% | Reduced |
| SHP Wealth Management | 338 | $167.3K | 0.01% | +292+634.8% | Added |
| HHM Wealth Advisors, LLC | 340 | $168.3K | 0.02% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 346 | $171.3K | 0.08% | +15+4.5% | Added |
| Institute for Wealth Management, LLC. | 346 | $171.3K | 0.02% | +346 | New |
| CVA Family Office, LLC | 355 | $175.8K | 0.02% | +9+2.6% | Added |
| Navigoe, LLC | 356 | $176.0K | 0.09% | +3+0.8% | Added |
| Crews Bank & Trust | 374 | $185.2K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 380 | $188.1K | 0.02% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 394 | $195.1K | 0.09% | +2+0.5% | Added |
| Valley National Advisers Inc | 399 | $197.5K | 0.02% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $198.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 400 | $198.0K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 400 | $198.0K | 0.04% | +93+30.3% | Added |
| PFG Advisors | 405 | $200.5K | 0.01% | +405 | New |
| Everpar Advisors LLC | 405 | $200.5K | 0.06% | +405 | New |
| Intrua Financial, LLC | 405 | $200.6K | 0.02% | +405 | New |
| Swiss Re Ltd | 406 | $201.0K | 0.02% | +406 | New |
| Leading Edge Financial Planning LLC | 406 | $201.0K | 0.04% | +406 | New |
| Bridgewealth Advisory Group, LLC | 408 | $202.0K | 0.04% | +408 | New |
| Paragon Capital Management Ltd | 408 | $202.2K | 0.04% | +408 | New |
| RWM Asset Management, LLC | 421 | $202.3K | 0.03% | +421 | New |
| Modern Wealth Management, LLC | 409 | $202.5K | 0.00% | +409 | New |
| Ring Mountain Capital, LLC | 410 | $203.0K | 0.09% | +410 | New |
| Platform Technology Partners | 410 | $203.2K | 0.03% | +410 | New |
| Alliance Wealth Management Group | 413 | $204.5K | 0.04% | +413 | New |
| Towercrest Capital Management | 413 | $204.5K | 0.03% | +413 | New |
| Whittier Trust Co of Nevada Inc | 437 | $204.9K | 0.00% | −119−21.4% | Reduced |
| Coastline Trust Co | 414 | $205.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 416 | $206.0K | 0.05% | +416 | New |
| Defiance ETFs, LLC | 427 | $206.2K | 0.00% | +427 | New |
| Headinvest, LLC | 417 | $206.4K | 0.04% | +417 | New |
| Wealth Alliance Advisory Group, LLC | 417 | $206.4K | 0.03% | +417 | New |
| Evergreen Capital Management LLC | 418 | $206.9K | 0.00% | +418 | New |
| Outlook Wealth Advisors, LLC | 418 | $206.9K | 0.04% | +418 | New |
| Nicolet Bankshares Inc | 419 | $207.4K | 0.01% | +419 | New |
| Mraz, Amerine & Associates, Inc. | 419 | $207.4K | 0.03% | +419 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 425 | $210.4K | 0.08% | +19+4.7% | Added |
| Biondo Investment Advisors, LLC | 425 | $210.4K | 0.03% | +425 | New |
| Bouchey Financial Group Ltd | 425 | $210.4K | 0.01% | +425 | New |
| Independent Financial Group, LLC | 426 | $210.9K | 0.00% | +426 | New |
| Argos Wealth Advisors, LLC | 426 | $210.9K | 0.06% | +426 | New |
| AssuredPartners Investment Advisors, LLC | 426 | $211.1K | 0.02% | −275−39.2% | Reduced |
| Sax Wealth Advisors, LLC | 591 | $212.1K | 0.01% | +591 | New |