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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 699 | $346.1K | 0.03% | −4−0.6% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 700 | $346.6K | 0.14% | +1+0.1% | Added |
| Bradley Foster & Sargent Inc | 706 | $349.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 707 | $350.0K | 0.03% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 709 | $350.9K | 0.02% | +21+3.1% | Added |
| Kickstand Ventures, LLC. | 712 | $352.5K | 0.06% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 712 | $352.5K | 0.03% | +57+8.7% | Added |
| Supplemental Annuity Collective Trust of NJ | 714 | $353.5K | 0.09% | −46−6.1% | Reduced |
| Avidian Wealth Solutions, LLC | 719 | $356.0K | 0.01% | +94+15.0% | Added |
| Colonial Trust Co | 719 | $356.0K | 0.05% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 721 | $357.0K | 0.02% | +20+2.9% | Added |
| Pallas Capital Advisors LLC | 722 | $357.6K | 0.01% | +1+0.1% | Added |
| Ironwood Investment Counsel, LLC | 722 | $357.7K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 727 | $359.7K | 0.01% | −399−35.4% | Reduced |
| FSM Wealth Advisors, LLC | 731 | $361.7K | 0.04% | +731 | New |
| GTS Securities LLC | 731 | $361.9K | 0.01% | −217−22.9% | Reduced |
| Essex Financial Services, Inc. | 734 | $363.1K | 0.02% | −191−20.6% | Reduced |
| LexAurum Advisors, LLC | 740 | $366.4K | 0.04% | +30+4.2% | Added |
| Catalyst Financial Partners LLC | 741 | $366.9K | 0.04% | +42+6.0% | Added |
| Clear Street Group Inc. | 741 | $366.9K | 0.00% | +741 | New |
| Smithfield Trust Co | 746 | $367.0K | 0.01% | +25+3.5% | Added |
| NBC Securities, Inc. | 743 | $367.8K | 0.02% | −15−2.0% | Reduced |
| Gladstone Institutional Advisory LLC | 747 | $369.7K | 0.01% | −51−6.4% | Reduced |
| Pavion Blue Capital, LLC | 500 | $371.3K | 0.15% | +500 | New |
| Maple Capital Management, Inc. | 753 | $372.8K | 0.02% | 00.0% | Unchanged |
| Accredited Investors Inc. | 757 | $375.0K | 0.02% | +7+0.9% | Added |
| M. Kulyk & Associates, LLC | 763 | $377.7K | 0.06% | −7−0.9% | Reduced |
| Soltis Investment Advisors LLC | 767 | $379.9K | 0.02% | +28+3.8% | Added |
| Trademark Financial Management, LLC | 768 | $380.2K | 0.16% | −35−4.4% | Reduced |
| Alpha Zero LLC | 813 | $381.0K | 0.14% | +246+43.4% | Added |
| Edmond de Rothschild Holding S.A. | 770 | $381.2K | 0.01% | +632+458.0% | Added |
| Lighthouse Investment Partners, LLC | 775 | $383.7K | 0.01% | −25,548−97.1% | Reduced |
| Tradition Wealth Management, LLC | 777 | $384.6K | 0.02% | +8+1.0% | Added |
| Venturi Wealth Management, LLC | 780 | $386.2K | 0.01% | +780 | New |
| Fulton Bank, N.A. | 787 | $389.6K | 0.01% | +787 | New |
| Busey Wealth Management | 789 | $390.6K | 0.01% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 790 | $391.1K | 0.08% | −6−0.8% | Reduced |
| Advance Capital Management, Inc. | 803 | $397.5K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 803 | $397.7K | 0.01% | +148+22.6% | Added |
| First Community Trust NA | 805 | $398.5K | 0.18% | 00.0% | Unchanged |
| Howe & Rusling Inc | 812 | $402.0K | 0.02% | +24+3.0% | Added |
| West Michigan Advisors, LLC | 813 | $402.5K | 0.08% | −5−0.6% | Reduced |
| Affinity Investment Advisors, LLC | 817 | $404.5K | 0.21% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 818 | $405.0K | 0.02% | +31+3.9% | Added |
| Frisch Financial Group, Inc. | 819 | $405.6K | 0.07% | +819 | New |
| Basepoint Wealth LLC | 820 | $406.1K | 0.23% | 00.0% | Unchanged |
| Advisor OS, LLC | 829 | $410.4K | 0.03% | −37−4.3% | Reduced |
| Insigneo Advisory Services, LLC | 830 | $410.9K | 0.02% | −23−2.7% | Reduced |
| Archer Investment Corp | 830 | $411.1K | 0.08% | +785+1,744.4% | Added |
| Coastal Bridge Advisors, LLC | 834 | $412.7K | 0.03% | +7+0.8% | Added |
| New Republic Capital, LLC | 841 | $416.1K | 0.10% | +275+48.6% | Added |
| Forefront Wealth Partners, LLC | 844 | $417.8K | 0.13% | +844 | New |
| Valmark Advisers, Inc. | 848 | $419.8K | 0.00% | +848 | New |
| Christine Messmer PC | 851 | $421.1K | 0.24% | −28−3.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 860 | $425.8K | 0.11% | 00.0% | Unchanged |
| Mather Group, LLC. | 860 | $425.8K | 0.00% | +103+13.6% | Added |
| ERn Financial, LLC | 861 | $426.0K | 0.07% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 928 | $426.3K | 0.03% | −2−0.2% | Reduced |
| London & Capital Asset Management Ltd | 862 | $426.9K | 0.00% | −237−21.6% | Reduced |
| Key Financial Inc | 866 | $428.7K | 0.07% | 00.0% | Unchanged |
| Bokf, NA | 866 | $428.7K | 0.01% | +3+0.3% | Added |
| Second Line Capital, LLC | 869 | $430.2K | 0.08% | +869 | New |
| American National Bank | 870 | $430.7K | 0.04% | −18−2.0% | Reduced |
| Per Stirling Capital Management, LLC. | 871 | $431.3K | 0.04% | +1+0.1% | Added |
| Leonteq Securities AG | 874 | $432.7K | 0.03% | −426−32.8% | Reduced |
| Kera Capital Partners, Inc. | 876 | $433.7K | 0.04% | +269+44.3% | Added |
| Rubicon Advisors, GP | 879 | $435.0K | 0.32% | +2+0.2% | Added |
| South Shore Capital Advisors | 879 | $435.2K | 0.29% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 879 | $435.2K | 0.01% | +5+0.6% | Added |
| Worth Financial Advisory Group, LLC | 879 | $435.2K | 0.18% | +879 | New |
| Simmons Bank | 882 | $436.7K | 0.02% | +294+50.0% | Added |
| CX Institutional | 882 | $437.0K | 0.01% | +47+5.6% | Added |
| Sovereign Investment Advisors, LLC | 883 | $437.2K | 0.08% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 884 | $437.7K | 0.37% | +884 | New |
| Private Management Group Inc | 891 | $441.1K | 0.01% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 892 | $441.6K | 0.00% | +9+1.0% | Added |
| MainStreet Investment Advisors LLC | 899 | $445.1K | 0.06% | −132−12.8% | Reduced |
| Monetary Management Group Inc | 900 | $445.6K | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 903 | $447.3K | 0.02% | +903 | New |
| Great Diamond Partners, LLC | 904 | $447.6K | 0.08% | +210+30.3% | Added |
| 71 West Capital Partners | 907 | $449.0K | 0.02% | +194+27.2% | Added |
| Elyxium Wealth, LLC | 909 | $450.1K | 0.05% | +909 | New |
| Biltmore Family Office, LLC | 910 | $450.5K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 911 | $451.1K | 0.00% | −31−3.3% | Reduced |
| International Assets Investment Management, LLC | 937 | $452.5K | 0.03% | +4+0.4% | Added |
| Caldwell Trust Co | 917 | $454.0K | 0.04% | 00.0% | Unchanged |
| Hudock, Inc. | 917 | $454.3K | 0.06% | +1+0.1% | Added |
| Smart Money Group LLC | 918 | $454.6K | 0.12% | +2+0.2% | Added |
| Camden Capital, LLC | 920 | $455.5K | 0.02% | +73+8.6% | Added |
| Chelsea Counsel Co | 922 | $456.5K | 0.19% | 00.0% | Unchanged |
| Ellevest, Inc. | 923 | $457.0K | 0.05% | −160−14.8% | Reduced |
| Fragasso Group Inc. | 923 | $457.1K | 0.02% | −9−1.0% | Reduced |
| Larson Financial Group LLC | 928 | $459.5K | 0.01% | +351+60.8% | Added |
| McAdam, LLC | 930 | $460.4K | 0.02% | +65+7.5% | Added |
| Diversified Trust Co | 939 | $464.9K | 0.01% | +939 | New |
| PDS Planning, Inc | 941 | $465.9K | 0.03% | +4+0.4% | Added |
| Optimize Financial Inc | 947 | $468.8K | 0.17% | −3−0.3% | Reduced |
| Sound Capital Solutions LLC | 947 | $468.8K | 0.11% | +947 | New |
| KTF Investments, LLC | 950 | $470.3K | 0.05% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 953 | $471.8K | 0.09% | 00.0% | Unchanged |