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 |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Long Beach | 564 | $279.2K | 0.06% | −15−2.6% | Reduced |
| Stonebrook Private Inc. | 564 | $279.3K | 0.05% | +564 | New |
| Brown Miller Wealth Management, LLC | 565 | $279.7K | 0.07% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 566 | $280.2K | 0.02% | +1+0.2% | Added |
| Merrion Investment Management Co, LLC | 566 | $280.2K | 0.13% | 00.0% | Unchanged |
| Badgley Phelps Wealth Managers, LLC | 567 | $280.8K | 0.00% | −231−28.9% | Reduced |
| Crescent Grove Advisors, LLC | 568 | $281.3K | 0.02% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 569 | $281.6K | 0.02% | +569 | New |
| Hanson & Doremus Investment Management | 569 | $282.0K | 0.03% | −21−3.6% | Reduced |
| RB Capital Management, LLC | 573 | $283.6K | 0.06% | +2+0.4% | Added |
| Stokes Family Office, LLC | 574 | $284.2K | 0.03% | −42−6.8% | Reduced |
| Cidel Asset Management Inc | 574 | $284.2K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 578 | $286.2K | 0.01% | −32−5.2% | Reduced |
| Paladin Wealth, LLC | 580 | $287.1K | 0.17% | −71−10.9% | Reduced |
| United Asset Strategies, Inc. | 580 | $287.3K | 0.02% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 585 | $289.6K | 0.02% | +3+0.5% | Added |
| Trustmark National Bank Trust Department | 585 | $289.6K | 0.02% | +585 | New |
| Concentric Capital Strategies, LP | 586 | $290.1K | 0.02% | +586 | New |
| Purewater Capital LLC | 587 | $290.6K | 0.21% | −4−0.7% | Reduced |
| Traynor Capital Management, Inc. | 591 | $292.4K | 0.01% | +14+2.4% | Added |
| Ticino Wealth | 592 | $293.1K | 0.09% | +18+3.1% | Added |
| KCM Investment Advisors LLC | 598 | $295.9K | 0.01% | −10−1.6% | Reduced |
| Pensionmark Financial Group, LLC | 816 | $296.0K | 0.00% | +3+0.4% | Added |
| Battery Global Advisors, LLC | 598 | $296.1K | 0.15% | 00.0% | Unchanged |
| South Street Advisors LLC | 600 | $297.0K | 0.04% | 00.0% | Unchanged |
| Petix & Botte Co | 600 | $297.0K | 0.06% | +300+100.0% | Added |
| Burling Wealth Partners, LLC | 600 | $297.0K | 0.04% | 00.0% | Unchanged |
| Black Swift Group, LLC | 600 | $297.0K | 0.04% | +600 | New |
| Investment Partners, Ltd. | 601 | $297.6K | 0.09% | +601 | New |
| Fiduciary Wealth Partners, LLC | 603 | $298.5K | 0.16% | +3+0.5% | Added |
| S&CO Inc | 605 | $299.0K | 0.02% | +605 | New |
| Cove Private Wealth, LLC | 605 | $299.5K | 0.06% | 00.0% | Unchanged |
| Accel Wealth Management | 606 | $300.1K | 0.07% | +1+0.2% | Added |
| Smith, Salley & Associates | 608 | $301.0K | 0.01% | +608 | New |
| West Family Investments, Inc. | 608 | $301.0K | 0.09% | +608 | New |
| Strategic Financial Services, Inc, | 610 | $302.0K | 0.01% | 00.0% | Unchanged |
| Breakwater Capital Group | 610 | $302.0K | 0.04% | +1+0.2% | Added |
| American Trust | 610 | $302.0K | 0.02% | +610 | New |
| Greenwood Gearhart Inc | 613 | $303.5K | 0.01% | +13+2.2% | Added |
| Copley Financial Group, Inc. | 614 | $304.0K | 0.18% | −433−41.4% | Reduced |
| Fairview Capital Investment Management, LLC | 614 | $304.0K | 0.02% | 00.0% | Unchanged |
| Lynx Investment Advisory | 615 | $304.5K | 0.10% | +615 | New |
| Gryphon Financial Partners LLC | 619 | $306.3K | 0.03% | +34+5.8% | Added |
| Gouws Capital LLC | 619 | $306.5K | 0.14% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 621 | $307.4K | 0.02% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 622 | $307.9K | 0.09% | −72−10.4% | Reduced |
| VSM Wealth Advisory, LLC | 623 | $308.6K | 0.08% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 623 | $308.8K | 0.11% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 626 | $309.0K | 0.04% | +626 | New |
| Crawford Investment Counsel Inc | 627 | $310.4K | 0.01% | 00.0% | Unchanged |
| Schnieders Capital Management, LLC. | 628 | $310.9K | 0.04% | +628 | New |
| Palisade Capital Management LLC | 630 | $311.9K | 0.01% | +18+2.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 630 | $311.9K | 0.05% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 632 | $312.9K | 0.10% | −173−21.5% | Reduced |
| Great Waters Wealth Management | 634 | $313.9K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 634 | $313.9K | 0.01% | +634 | New |
| Burke & Herbert Bank & Trust Co | 635 | $314.4K | 0.08% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 635 | $314.4K | 0.01% | +74+13.2% | Added |
| Freestone Capital Holdings, LLC | 635 | $314.4K | 0.01% | −3−0.5% | Reduced |
| FourThought Financial Partners, LLC | 638 | $316.0K | 0.02% | +1+0.2% | Added |
| ARS Wealth Advisors Group, LLC | 640 | $316.9K | 0.02% | +7+1.1% | Added |
| Stenger Family Office, LLC | 641 | $317.3K | 0.05% | −4−0.6% | Reduced |
| L2 Asset Management, LLC | 641 | $317.3K | 0.03% | +34+5.6% | Added |
| Northwest Bancshares, Inc. | 641 | $317.3K | 0.06% | +68+11.9% | Added |
| First Command Advisory Services, Inc. | 643 | $318.3K | 0.00% | +81+14.4% | Added |
| Beacon Investment Advisory Services, Inc. | 645 | $319.3K | 0.01% | −8−1.2% | Reduced |
| SevenBridge Financial Group, LLC | 725 | $319.8K | 0.05% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 646 | $319.8K | 0.03% | +600+1,304.3% | Added |
| NWF Advisory Services Inc. | 647 | $320.3K | 0.03% | +15+2.4% | Added |
| Howard Capital Management Inc. | 647 | $320.3K | 0.00% | +647 | New |
| Calamos Wealth Management LLC | 650 | $321.8K | 0.01% | −1,716−72.5% | Reduced |
| B&L Asset Management LLC | 650 | $321.8K | 0.11% | −559−46.2% | Reduced |
| Alessandra Capital Management, LLC | 651 | $322.3K | 0.23% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 654 | $323.8K | 0.01% | +98+17.6% | Added |
| Penserra Capital Management LLC | 659 | $325.0K | 0.00% | +23+3.6% | Added |
| Aries Wealth Management | 660 | $326.8K | 0.06% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 664 | $328.5K | 0.15% | −16−2.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $328.7K | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 665 | $329.2K | 0.01% | +1+0.2% | Added |
| Diligent Investors, LLC | 666 | $329.6K | 0.07% | +1+0.2% | Added |
| Citizens & Northern Corp | 666 | $329.7K | 0.08% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 668 | $330.7K | 0.03% | +5+0.8% | Added |
| Phillips Wealth Planners LLC | 706 | $331.0K | 0.24% | −1−0.1% | Reduced |
| Johnson Investment Counsel Inc | 671 | $332.2K | 0.00% | +12+1.8% | Added |
| Baron Wealth Management LLC | 675 | $334.3K | 0.09% | +675 | New |
| 55 North Private Wealth, LLC | 677 | $335.2K | 0.07% | +677 | New |
| HighPoint Advisor Group LLC | 680 | $336.6K | 0.01% | +2+0.3% | Added |
| Bishop & Co Investment Management, LLC | 680 | $336.7K | 0.10% | −238−25.9% | Reduced |
| Vantage Point Financial LLC | 680 | $336.7K | 0.10% | +17+2.6% | Added |
| Flagstone Financial Management | 681 | $337.1K | 0.08% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 681 | $337.3K | 0.05% | +2+0.3% | Added |
| Capital Investment Advisory Services, LLC | 684 | $338.4K | 0.02% | 00.0% | Unchanged |
| Plancorp, LLC | 742 | $341.7K | 0.01% | −9−1.2% | Reduced |
| JFS Wealth Advisors, LLC | 691 | $342.1K | 0.02% | +1+0.1% | Added |
| Ruggaard & Associates LLC | 693 | $343.1K | 0.12% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 694 | $343.6K | 0.10% | −457−39.7% | Reduced |
| Washington Trust Bank | 695 | $344.1K | 0.02% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 695 | $344.1K | 0.18% | +695 | New |
| PCM Encore, LLC | 697 | $344.9K | 0.06% | −26−3.6% | Reduced |
| Welch Capital Partners LLC | 696 | $345.0K | 0.07% | 00.0% | Unchanged |