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 |
|---|---|---|---|---|---|
| Fonville Wealth Management LLC | 954 | $472.3K | 0.08% | +954 | New |
| XTX Topco Ltd | 956 | $473.3K | 0.01% | +956 | New |
| Capstone Investment Advisors, LLC | 961 | $475.8K | 0.00% | +243+33.8% | Added |
| FMB Wealth Management | 974 | $482.2K | 0.18% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 974 | $482.2K | 0.20% | +974 | New |
| Cary Street Partners Financial LLC | 978 | $484.2K | 0.01% | +97+11.0% | Added |
| Clark Capital Management Group, Inc. | 979 | $484.7K | 0.00% | −64−6.1% | Reduced |
| Impact Capital Partners LLC | 980 | $485.2K | 0.13% | +46+4.9% | Added |
| Live Oak Private Wealth LLC | 981 | $485.7K | 0.06% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 986 | $488.1K | 0.08% | 00.0% | Unchanged |
| Foster Group, Inc. | 986 | $488.1K | 0.01% | +55+5.9% | Added |
| Groupama Asset Managment | 1,015 | $489.6K | 0.01% | −49−4.6% | Reduced |
| Eastern Bank | 990 | $490.1K | 0.01% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 991 | $490.7K | 0.04% | +13+1.3% | Added |
| Fort Point Capital Partners LLC | 992 | $491.1K | 0.05% | −55−5.3% | Reduced |
| Kelly Financial Services LLC | 996 | $493.1K | 0.11% | +3+0.3% | Added |
| Wellington Shields & Co., LLC | 1,000 | $495.1K | 0.11% | 00.0% | Unchanged |
| Keel Point, LLC | 1,009 | $499.7K | 0.03% | +28+2.9% | Added |
| Certified Advisory Corp | 1,010 | $500.0K | 0.04% | +2+0.2% | Added |
| Arkadios Wealth Advisors | 1,011 | $500.4K | 0.01% | +2+0.2% | Added |
| Castle Rock Wealth Management, LLC | 1,038 | $501.2K | 0.10% | +22+2.2% | Added |
| Welch & Forbes LLC | 1,016 | $503.0K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,018 | $504.0K | 0.18% | 00.0% | Unchanged |
| Kooman & Associates | 1,020 | $505.0K | 0.14% | +4+0.4% | Added |
| Parsons Capital Management Inc | 1,022 | $506.0K | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,031 | $510.6K | 0.12% | +352+51.8% | Added |
| Boston Private Wealth LLC | 1,039 | $514.1K | 0.03% | −44−4.1% | Reduced |
| Founders Financial Securities LLC | 1,039 | $514.4K | 0.03% | +7+0.7% | Added |
| Union Bancaire Privee, UBP SA | 1,228 | $515.7K | 0.01% | −20−1.6% | Reduced |
| Cahill Financial Advisors Inc | 1,044 | $516.8K | 0.05% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,046 | $517.9K | 0.03% | −41−3.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 1,047 | $518.3K | 0.08% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 1,048 | $518.8K | 0.19% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,054 | $521.8K | 0.00% | +1,054 | New |
| Baker Avenue Asset Management, LP | 1,058 | $524.0K | 0.01% | +1,058 | New |
| Jacobi Capital Management LLC | 1,061 | $525.4K | 0.03% | −5−0.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,062 | $525.8K | 0.02% | 00.0% | Unchanged |
| Chatterton & Associates Inc. | 1,127 | $526.9K | 0.31% | −250−18.2% | Reduced |
| New Hampshire Trust | 1,068 | $528.7K | 0.10% | +1,068 | New |
| Hennion & Walsh Asset Management, Inc. | 1,070 | $529.7K | 0.02% | +1,070 | New |
| Verity Asset Management, Inc. | 1,071 | $530.2K | 0.20% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,072 | $531.0K | 0.07% | −24−2.2% | Reduced |
| CoreCap Advisors, LLC | 1,073 | $531.2K | 0.02% | +550+105.2% | Added |
| Founders Financial Alliance, LLC | 1,082 | $535.7K | 0.07% | +2+0.2% | Added |
| Vicus Capital | 1,086 | $537.7K | 0.03% | −260−19.3% | Reduced |
| Boothbay Fund Management, LLC | 1,089 | $539.1K | 0.01% | −1,027−48.5% | Reduced |
| Pacifica Partners Inc. | 1,149 | $541.6K | 0.16% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,100 | $544.6K | 0.17% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,103 | $546.3K | 0.01% | +386+53.8% | Added |
| Capital Investment Counsel, Inc | 1,105 | $547.1K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,110 | $549.4K | 0.21% | −37−3.2% | Reduced |
| Fosun International Ltd | 1,110 | $549.5K | 0.12% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,111 | $550.1K | 0.18% | +2+0.2% | Added |
| Regatta Capital Group, LLC | 1,114 | $551.5K | 0.07% | +300+36.9% | Added |
| S.E.E.D. Planning Group LLC | 1,117 | $553.0K | 0.15% | −80−6.7% | Reduced |
| Profund Advisors LLC | 1,118 | $553.5K | 0.02% | +23+2.1% | Added |
| Central Trust Co | 1,119 | $554.0K | 0.01% | +378+51.0% | Added |
| Robertson Stephens Wealth Management, LLC | 1,124 | $556.5K | 0.01% | −75−6.3% | Reduced |
| Patron Partners Advisors, LLC | 1,131 | $559.9K | 0.22% | −39−3.3% | Reduced |
| Legacy Capital Group California, Inc. | 1,132 | $560.4K | 0.17% | +1,132 | New |
| Ronald Blue Trust, Inc. | 1,132 | $560.4K | 0.01% | −42−3.6% | Reduced |
| Cedar Point Capital Partners, LLC | 1,134 | $561.4K | 0.32% | 00.0% | Unchanged |
| DV Trading LLC | 1,138 | $563.4K | 0.05% | +498+77.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 1,141 | $564.9K | 0.06% | +679+147.0% | Added |
| Occidental Asset Management, LLC | 1,152 | $570.3K | 0.06% | +1,152 | New |
| Hardin Capital Partners, LLC | 1,150 | $571.5K | 0.27% | 00.0% | Unchanged |
| Madden Securities Corp | 1,155 | $571.8K | 0.16% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 1,157 | $573.0K | 0.02% | −24−2.0% | Reduced |
| Versant Capital Management, Inc | 1,166 | $577.3K | 0.05% | +260+28.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,166 | $577.5K | 0.00% | −486−29.4% | Reduced |
| Ritholtz Wealth Management | 1,171 | $579.6K | 0.01% | +98+9.1% | Added |
| Monticello Wealth Management, LLC | 1,181 | $584.7K | 0.03% | −38−3.1% | Reduced |
| Portfolio Design Labs, LLC | 1,191 | $589.6K | 0.10% | −6−0.5% | Reduced |
| Employees Retirement System of Texas | 1,197 | $593.0K | 0.00% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,199 | $593.6K | 0.02% | −25−2.0% | Reduced |
| Cullinan Associates Inc | 1,200 | $594.1K | 0.04% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,200 | $594.1K | 0.08% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,202 | $595.1K | 0.14% | +3+0.3% | Added |
| Stanley-Laman Group, Ltd. | 1,204 | $596.1K | 0.06% | +9+0.8% | Added |
| Walleye Capital LLC | 1,207 | $597.6K | 0.00% | +1,207 | New |
| Maridea Wealth Management LLC | 1,211 | $599.3K | 0.07% | +77+6.8% | Added |
| Ninety One SA (PTY) Ltd | 1,222 | $601.0K | 0.03% | +1,222 | New |
| Z3 Capital Partners, LLC | 1,219 | $603.5K | 0.13% | −260−17.6% | Reduced |
| Corient IA LLC | 1,220 | $604.0K | 0.56% | 00.0% | Unchanged |
| Montecito Bank & Trust | 1,222 | $605.0K | 0.09% | +420+52.4% | Added |
| Steinberg Asset Management LLC | 1,223 | $605.5K | 0.38% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 1,223 | $605.5K | 0.20% | +67+5.8% | Added |
| Marathon Strategic Advisors, LLC | 1,225 | $606.5K | 0.34% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,225 | $606.5K | 0.21% | +1,225 | New |
| NorthRock Partners, LLC | 1,228 | $608.0K | 0.01% | +44+3.7% | Added |
| Principal Securities, Inc. | 1,228 | $608.0K | 0.01% | −241−16.4% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,229 | $608.5K | 0.03% | +12+1.0% | Added |
| Kovack Advisors, Inc. | 1,231 | $609.0K | 0.03% | +1+0.1% | Added |
| Navalign, LLC | 1,233 | $610.5K | 0.14% | +4+0.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,240 | $613.9K | 0.07% | −164−11.7% | Reduced |
| Dara Capital US, Inc. | 1,241 | $614.4K | 0.42% | +296+31.3% | Added |
| Bramshill Investments, LLC | 1,250 | $618.9K | 0.05% | −250−16.7% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $619.0K | 0.18% | 00.0% | Unchanged |
| Change Path, LLC | 1,255 | $621.3K | 0.01% | +27+2.2% | Added |
| One Capital Management, LLC | 1,731 | $621.4K | 0.02% | 00.0% | Unchanged |