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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
Dutch Asset Corp429$212.9K0.11%+429New
Norden Group LLC430$212.9K0.02%+430New
Quantum Financial Advisors, LLC430$213.0K0.02%+430New
Mosaic Family Wealth Partners, LLC430$213.1K0.01%+430New
Romano Brothers and Company431$213.4K0.02%+431New
Bell Bank431$213.4K0.01%+431New
Wellspring Financial Advisors, LLC431$213.5K0.01%−315−42.2%Reduced
Walser Wealth Management Company, A Ltd Liability Co433$214.4K0.09%+433New
NBT Bank N A437$216.3K0.01%−5−1.1%Reduced
Balboa Wealth Partners438$216.9K0.03%−463−51.4%Reduced
Blue Chip Partners, Inc.440$217.7K0.01%+440New
Westhampton Capital, LLC440$217.8K0.09%+440New
Centric Wealth Management545$218.3K0.03%00.0%Unchanged
Excelsior Advisor Network LLC442$218.8K0.03%+442New
KRS Capital Management, LLC443$219.4K0.10%+443New
Ashton Thomas Private Wealth, LLC444$219.8K0.00%+444New
Chase Investment Counsel Corp447$221.0K0.05%+447New
Chung Wu Investment Group, LLC450$222.8K0.15%−80−15.1%Reduced
Edge Wealth Management LLC450$222.8K0.04%+450New
Howard Bailey Securities, LLC452$223.8K0.08%+452New
Jupiter Asset Management Ltd453$224.3K0.00%+453New
TFC Financial Management459$227.2K0.03%00.0%Unchanged
Mitchell McLeod Pugh & Williams Inc460$227.7K0.03%+460New
Fi3 FINANCIAL ADVISORS, LLC4,189$227.8K0.07%+4,189New
Sigma Investment Counselors Inc461$228.2K0.01%+461New
Prosperity Consulting Group, LLC462$228.7K0.01%+462New
Advisortrust Partners, LLC463$229.2K0.08%+463New
STG Securities, LLC464$229.7K0.25%+464New
Sepio Capital, LP465$230.2K0.01%+465New
Cox Capital Mgt LLC467$231.2K0.13%+467New
Graticule Asia Macro Advisors LLC471$233.2K0.02%+471New
DiNuzzo Private Wealth, Inc.474$234.7K0.02%00.0%Unchanged
May Hill Capital, LLC474$234.7K0.05%+474New
Sicart Associates LLC475$235.2K0.06%+475New
Ocean Capital Management, LLC475$235.3K0.04%+475New
Smith Chas P & Associates Pa Cpas478$236.6K0.01%+478New
LS Investment Advisors, LLC480$237.6K0.03%−95−16.5%Reduced
Legacy Financial Group, Inc.482$238.6K0.06%+482New
First Horizon Corp484$239.6K0.01%+399+469.4%Added
Kathmere Capital Management, LLC484$239.6K0.01%+484New
JM2 Capital Inc.488$241.6K0.17%+488New
Bank of Nova Scotia Trust Co490$242.6K0.02%+490New
Rathbone Brothers plc490$242.6K0.00%+490New
Goldenstone Wealth Management LLC490$242.7K0.16%+490New
SFMG, LLC491$243.1K0.01%+491New
Lotus Asset Management LLC491$243.3K0.22%+491New
Aspetuck Financial Management LLC492$243.6K0.14%+492New
Wynn Capital, LLC495$245.1K0.11%+495New
True North Advisors, LLC496$245.3K0.02%−233−32.0%Reduced
Sanibel Captiva Trust Company, Inc.498$246.5K0.01%+498New
AdvisorNet Financial, Inc498$246.6K0.01%−11−2.2%Reduced
SageView Advisory Group, LLC499$247.1K0.01%+499New
Pring Turner Capital Group Inc560$247.4K0.14%00.0%Unchanged
Strategic Financial Concepts, LLC500$247.5K0.07%−296−37.2%Reduced
Dana Investment Advisors, Inc.500$247.5K0.01%+500New
Tevis Investment Management500$247.5K0.14%+500New
Petersen Hastings Wealth Advisors Inc.500$247.5K0.02%+500New
BDFS Capital LLC500$247.5K0.11%+500New
White Pine Investment CO500$248.0K0.05%+500New
Reuter James Wealth Management, LLC504$249.5K0.03%+504New
McClarren Financial Advisors, Inc.505$250.2K0.13%+505New
Accurate Wealth Management, LLC531$250.8K0.02%+19+3.7%Added
Gerber Kawasaki Wealth & Investment Management510$252.8K0.01%−49−8.8%Reduced
PCG Asset Management, LLC512$253.5K0.18%+512New
Crux Wealth Advisors517$255.9K0.09%+517New
Simplify Asset Management Inc.520$257.4K0.00%−48−8.5%Reduced
Woodmont Investment Counsel LLC524$259.4K0.01%+524New
Raab & Moskowitz Asset Management LLC525$259.9K0.05%+525New
Heritage Wealth Management, Inc.526$260.4K0.06%+526New
Clear Creek Financial Management, LLC526$260.4K0.02%+526New
Beacon Financial Advisory LLC526$260.4K0.05%+526New
Icon Wealth Advisors, LLC527$260.9K0.02%+527New
Cornerstone Wealth Management, LLC527$261.0K0.01%−56−9.6%Reduced
Sapient Capital LLC528$261.4K0.00%−629−54.4%Reduced
City Holding Co530$262.4K0.03%+10+1.9%Added
City State Bank530$262.4K0.06%00.0%Unchanged
WealthPlan Investment Management, LLC530$262.4K0.01%+530New
Rothschild Investment LLC531$262.7K0.01%+129+32.1%Added
Walker Asset Management, LLC531$262.8K0.13%+531New
Angeles Wealth Management, LLC534$264.4K0.01%+534New
Summitry LLC536$265.4K0.01%+536New
Southern Capital Advisors, LLC537$265.9K0.11%+537New
Boston Trust Walden Corp538$266.4K0.00%+538New
Fukoku Mutual Life Insurance Co539$266.8K0.02%+539New
Ingalls & Snyder LLC540$267.0K0.01%+540New
Nichols & Pratt Advisers LLP540$267.3K0.02%+540New
Conning Inc.546$270.3K0.01%+546New
Canopy Partners, LLC546$270.3K0.08%+546New
Signature Estate & Investment Advisors LLC548$271.1K0.00%−119−17.8%Reduced
Integrated Investment Consultants, LLC548$271.3K0.05%−330−37.6%Reduced
Seamount Financial Group Inc550$272.3K0.11%+550New
Wealth Watch Advisors, INC550$272.3K0.09%+550New
Mission Wealth Management, LP550$272.4K0.00%+550New
Almanack Investment Partners, LLC.551$272.8K0.03%+551New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC554$274.1K0.01%+554New
Foguth Wealth Management, LLC.602$276.0K0.03%+26+4.5%Added
Spears Abacus Advisors LLC560$277.2K0.00%00.0%Unchanged
Fagan Associates, Inc.561$277.7K0.03%00.0%Unchanged
First Interstate Bank561$277.7K0.01%+561New
Falcon Wealth Planning564$279.0K0.02%−30−5.1%Reduced