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 |
|---|---|---|---|---|---|
| Resources Management Corp | 1,256 | $621.8K | 0.08% | −10−0.8% | Reduced |
| Brookstone Capital Management | 1,258 | $623.0K | 0.01% | +66+5.5% | Added |
| West Wealth Group, LLC | 1,266 | $627.2K | 0.10% | +5+0.4% | Added |
| Cannon Financial Strategists, Inc. | 1,268 | $627.7K | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,276 | $631.7K | 0.00% | +163+14.6% | Added |
| Waldron Private Wealth LLC | 1,278 | $632.7K | 0.02% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,288 | $638.1K | 0.14% | +1,288 | New |
| Global Trust Asset Management, LLC | 1,290 | $638.5K | 0.20% | +7+0.5% | Added |
| Valley Brook Capital Group | 1,300 | $643.6K | 0.37% | 00.0% | Unchanged |
| DMG Group, LLC | 1,302 | $644.6K | 0.44% | −179−12.1% | Reduced |
| Modera Wealth Management, LLC | 1,303 | $645.1K | 0.01% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 1,310 | $648.6K | 0.01% | +18+1.4% | Added |
| Revolve Wealth Partners, LLC | 1,315 | $650.9K | 0.07% | +65+5.2% | Added |
| Great Valley Advisor Group, Inc. | 1,323 | $655.0K | 0.01% | −39−2.9% | Reduced |
| Transcend Wealth Collective, LLC | 1,332 | $659.3K | 0.04% | −184−12.1% | Reduced |
| Unique Wealth Strategies, LLC | 1,335 | $660.8K | 0.24% | +1,335 | New |
| Armis Advisers, LLC | 1,372 | $662.3K | 0.06% | +227+19.8% | Added |
| Capstone Capital Management Ltd | 1,339 | $662.9K | 0.30% | +1,339 | New |
| Hutchinson Capital Management | 1,342 | $664.4K | 0.11% | −15−1.1% | Reduced |
| Rehmann Capital Advisory Group | 1,346 | $666.4K | 0.03% | −2−0.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,347 | $666.8K | 0.38% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,347 | $667.0K | 0.02% | +168+14.2% | Added |
| Dillon & Associates Inc | 1,353 | $670.0K | 0.08% | +38+2.9% | Added |
| Hoey Investments, Inc | 1,354 | $670.3K | 0.09% | −20−1.5% | Reduced |
| Frank, Rimerman Advisors LLC | 1,357 | $671.8K | 0.04% | +19+1.4% | Added |
| National Asset Management, Inc. | 1,396 | $673.4K | 0.04% | −22−1.6% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,363 | $674.8K | 0.11% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,366 | $676.3K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,369 | $677.8K | 0.00% | +12+0.9% | Added |
| Richards, Merrill & Peterson, Inc. | 1,379 | $682.5K | 0.22% | +21+1.5% | Added |
| Leavell Investment Management, Inc. | 1,392 | $688.9K | 0.03% | +661+90.4% | Added |
| Sowell Financial Services LLC | 1,392 | $689.2K | 0.02% | −44−3.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,397 | $691.6K | 0.04% | +1+0.1% | Added |
| Premier Path Wealth Partners, LLC | 1,398 | $692.2K | 0.08% | +138+11.0% | Added |
| Retirement Planning Group | 1,401 | $693.6K | 0.02% | +1,401 | New |
| Costello Asset Management, INC | 1,409 | $697.6K | 0.21% | +9+0.6% | Added |
| Impact Partnership Wealth, LLC | 1,412 | $699.3K | 0.07% | +256+22.1% | Added |
| Sagespring Wealth Partners, LLC | 1,414 | $699.9K | 0.01% | +142+11.2% | Added |
| Old National Bancorp | 1,417 | $701.5K | 0.01% | +36+2.6% | Added |
| Odyssean, LLC | 1,418 | $702.0K | 0.11% | +1,418 | New |
| Community Financial Services Group, LLC | 1,458 | $704.0K | 0.10% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,437 | $711.4K | 0.20% | +1+0.1% | Added |
| Kingsview Wealth Management, LLC | 1,442 | $713.7K | 0.01% | −507−26.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1,443 | $714.4K | 0.02% | +16+1.1% | Added |
| We Are One Seven, LLC | 1,451 | $718.2K | 0.01% | +130+9.8% | Added |
| Parkwoods Wealth Partners, LLC | 1,456 | $721.0K | 0.12% | +7+0.5% | Added |
| Trueblood Wealth Management, LLC | 1,456 | $721.0K | 0.25% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1,464 | $725.0K | 0.09% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,483 | $734.7K | 0.04% | +36+2.5% | Added |
| Bridgewater Advisors Inc. | 1,528 | $735.0K | 0.04% | +1,057+224.4% | Added |
| XML Financial, LLC | 1,488 | $736.7K | 0.05% | −100−6.3% | Reduced |
| Cottage Street Advisors LLC | 1,488 | $736.9K | 0.28% | −54−3.5% | Reduced |
| Hunter Associates Investment Management LLC | 1,491 | $737.0K | 0.08% | 00.0% | Unchanged |
| 1st Source Bank | 1,490 | $737.7K | 0.03% | −10−0.7% | Reduced |
| Anb Bank | 1,493 | $739.2K | 0.28% | −61−3.9% | Reduced |
| Verdence Capital Advisors LLC | 1,497 | $741.1K | 0.04% | −49−3.2% | Reduced |
| Empower Advisory Group, LLC | 1,499 | $742.1K | 0.00% | −25−1.6% | Reduced |
| Empirical Asset Management, LLC | 1,501 | $743.1K | 0.17% | +1,501 | New |
| Drucker Wealth 3.0, LLC | 1,501 | $743.3K | 0.12% | +14+0.9% | Added |
| Symphony Financial, Ltd. Co. | 1,546 | $745.8K | 0.08% | +248+19.1% | Added |
| Gsa Capital Partners LLP | 1,518 | $752.0K | 0.05% | +1,518 | New |
| Asset Advisory Group, Inc. | 1,523 | $754.0K | 0.33% | 00.0% | Unchanged |
| Inscription Capital, LLC | 1,526 | $755.5K | 0.07% | +338+28.5% | Added |
| Chesapeake Capital Corp | 1,529 | $757.0K | 0.41% | +103+7.2% | Added |
| Sovran Advisors, LLC | 1,616 | $761.5K | 0.06% | −582−26.5% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $772.8K | 0.18% | 0 | New |
| Evercore Wealth Management, LLC | 1,563 | $773.8K | 0.01% | 00.0% | Unchanged |
| Capital Financial Group Inc | 1,576 | $780.3K | 0.41% | +76+5.1% | Added |
| Cornerstone Wealth Group, LLC | 1,581 | $782.7K | 0.05% | +195+14.1% | Added |
| Savvy Advisors, Inc. | 1,583 | $783.8K | 0.02% | +108+7.3% | Added |
| Belpointe Asset Management LLC | 1,592 | $788.5K | 0.03% | +45+2.9% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $792.1K | 0.16% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,600 | $792.1K | 0.09% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,600 | $792.1K | 0.04% | +1,600 | New |
| Fiduciary Alliance LLC | 1,603 | $793.6K | 0.05% | +94+6.2% | Added |
| Westside Investment Management, Inc. | 1,605 | $794.6K | 0.10% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 1,612 | $798.1K | 0.03% | −50−3.0% | Reduced |
| HFM Investment Advisors, LLC | 1,616 | $800.0K | 0.28% | +5+0.3% | Added |
| Globeflex Capital L P | 1,635 | $809.5K | 0.10% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,636 | $810.3K | 0.09% | 00.0% | Unchanged |
| Taylor Financial Group, Inc. | 1,648 | $815.9K | 0.45% | 00.0% | Unchanged |
| Marble Harbor Investment Counsel, LLC | 1,650 | $816.9K | 0.08% | −100−5.7% | Reduced |
| Ameritas Investment Partners, Inc. | 1,654 | $818.9K | 0.02% | +646+64.1% | Added |
| Uniting Wealth Partners, LLC | 1,658 | $820.8K | 0.17% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,662 | $822.8K | 0.42% | −53−3.1% | Reduced |
| Watershed Private Wealth LLC | 1,662 | $822.8K | 0.23% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 1,664 | $823.8K | 0.20% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,666 | $824.7K | 0.07% | −1−0.1% | Reduced |
| Chatham Capital Group, Inc. | 1,684 | $833.7K | 0.11% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,685 | $834.2K | 0.25% | −100−5.6% | Reduced |
| Mediolanum International Funds Ltd | 1,731 | $834.9K | 0.01% | +1,731 | New |
| Harbour Investments, Inc. | 1,687 | $835.3K | 0.01% | −47−2.7% | Reduced |
| Claro Advisors LLC | 1,695 | $839.3K | 0.09% | +4+0.2% | Added |
| Parallel Advisors, LLC | 1,701 | $842.5K | 0.01% | +172+11.2% | Added |
| Grimes & Company, Inc. | 1,704 | $843.8K | 0.02% | −170−9.1% | Reduced |
| Eagle Wealth Strategies LLC | 1,707 | $845.1K | 0.32% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 1,717 | $850.1K | 0.01% | +490+39.9% | Added |
| Global Assets Advisory, LLC | 1,751 | $850.7K | 0.19% | +57+3.4% | Added |
| Regions Financial Corp | 1,727 | $855.0K | 0.01% | −308−15.1% | Reduced |
| Brown Financial Advisors | 1,730 | $856.5K | 0.30% | −317−15.5% | Reduced |