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 |
|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | 1,739 | $860.9K | 0.02% | −1,369−44.0% | Reduced |
| Advisory Solutions Group, LLC | 1,751 | $867.1K | 0.30% | +1,751 | New |
| Argonautica Private Wealth Management, Inc | 1,777 | $879.8K | 0.21% | −2−0.1% | Reduced |
| LMR Partners LLP | 1,790 | $886.2K | 0.01% | +340+23.4% | Added |
| IFP Advisors, Inc | 1,801 | $891.6K | 0.02% | −269−13.0% | Reduced |
| Focus Financial Network, Inc. | 1,806 | $893.9K | 0.03% | +32+1.8% | Added |
| Aprio Wealth Management, LLC | 1,831 | $906.7K | 0.04% | +30+1.7% | Added |
| Annex Advisory Services, LLC | 1,861 | $921.6K | 0.02% | +531+39.9% | Added |
| MTM Investment Management, LLC | 1,869 | $925.3K | 0.26% | +11+0.6% | Added |
| TCW Group Inc | 1,873 | $927.3K | 0.01% | +3+0.2% | Added |
| Pine Haven Investment Counsel, Inc | 1,883 | $932.2K | 0.63% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,884 | $932.7K | 0.26% | −2−0.1% | Reduced |
| Frec Markets, Inc. | 1,885 | $933.2K | 0.08% | +1,099+139.8% | Added |
| Hilltop Holdings Inc. | 1,886 | $933.7K | 0.08% | +843+80.8% | Added |
| Covestor Ltd | 1,899 | $940.0K | 0.54% | +1,785+1,565.8% | Added |
| Stiles Financial Services Inc | 1,913 | $947.1K | 0.24% | −72−3.6% | Reduced |
| Verus Capital Partners, LLC | 1,955 | $967.9K | 0.05% | −23−1.2% | Reduced |
| Oxford Financial Group Ltd | 1,962 | $971.3K | 0.05% | −105−5.1% | Reduced |
| Cascade Financial Partners, LLC | 1,971 | $975.8K | 0.08% | +6+0.3% | Added |
| Commerzbank Aktiengesellschaft | 1,972 | $976.0K | 0.02% | +1,141+137.3% | Added |
| Argent Advisors, Inc. | 1,982 | $981.2K | 0.25% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,984 | $982.2K | 0.03% | +1,984 | New |
| AlphaCentric Advisors LLC | 2,000 | $990.2K | 0.84% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 2,018 | $999.1K | 0.66% | −51−2.5% | Reduced |
| Flputnam Investment Management Co | 2,022 | $1.00M | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,031 | $1.01M | 0.04% | +152+8.1% | Added |
| Stewardship Concepts Financial Services LLC | 2,034 | $1.01M | 0.68% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,042 | $1.01M | 0.03% | +127+6.6% | Added |
| Wallace Hart LLC | 2,047 | $1.01M | 0.63% | +149+7.9% | Added |
| Stableford Capital II LLC | 2,050 | $1.01M | 0.35% | −44−2.1% | Reduced |
| BankChampaign, National Association | 2,093 | $1.04M | 0.80% | +114+5.8% | Added |
| Valeo Financial Advisors, LLC | 2,097 | $1.04M | 0.02% | +310+17.3% | Added |
| Neville Rodie & Shaw Inc | 2,100 | $1.04M | 0.07% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $1.04M | 0.40% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,102 | $1.04M | 0.02% | −1,213−36.6% | Reduced |
| Strategic Blueprint, LLC | 2,131 | $1.06M | 0.05% | +194+10.0% | Added |
| Ballentine Partners, LLC | 2,138 | $1.06M | 0.01% | +191+9.8% | Added |
| NVWM, LLC | 2,149 | $1.06M | 0.21% | +2,148+214,800.0% | Added |
| AlphaCore Capital LLC | 2,166 | $1.07M | 0.02% | +811+59.9% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 2,180 | $1.08M | 0.06% | +1,424+188.4% | Added |
| Gateway Investment Advisers LLC | 2,181 | $1.08M | 0.01% | −26−1.2% | Reduced |
| Equitable Trust Co | 2,196 | $1.09M | 0.05% | +34+1.6% | Added |
| Meeder Advisory Services, Inc. | 2,200 | $1.09M | 0.04% | −15−0.7% | Reduced |
| North Star Investment Management Corp. | 2,210 | $1.09M | 0.06% | +41+1.9% | Added |
| LRI Investments, LLC | 2,211 | $1.09M | 0.09% | +205+10.2% | Added |
| Chicago Partners Investment Group LLC | 2,378 | $1.10M | 0.02% | +833+53.9% | Added |
| Hoge Financial Services, LLC | 2,215 | $1.10M | 0.53% | +3+0.1% | Added |
| Aaron Wealth Advisors | 2,216 | $1.10M | 0.06% | +623+39.1% | Added |
| Ferguson Wellman Capital Management, Inc | 2,226 | $1.10M | 0.01% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 2,234 | $1.11M | 0.01% | −166−6.9% | Reduced |
| Marble Wealth, LLC | 2,245 | $1.11M | 0.17% | −27−1.2% | Reduced |
| Brighton Jones LLC | 2,253 | $1.12M | 0.02% | +58+2.6% | Added |
| Daymark Wealth Partners, LLC | 2,258 | $1.12M | 0.03% | +165+7.9% | Added |
| Torrey-Payne Wealth Management, LLC | 2,264 | $1.12M | 0.92% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,269 | $1.12M | 0.15% | 00.0% | Unchanged |
| Vestcor Inc | 2,290 | $1.13M | 0.03% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $1.14M | 0.38% | 00.0% | Unchanged |
| Kinneret Advisory, LLC | 2,311 | $1.14M | 0.09% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,314 | $1.15M | 0.03% | −307−11.7% | Reduced |
| Atomi Financial Group, Inc. | 2,317 | $1.15M | 0.03% | +27+1.2% | Added |
| Mendel Money Management | 2,332 | $1.15M | 0.42% | −300−11.4% | Reduced |
| Drake & Associates, LLC | 2,345 | $1.16M | 0.20% | +182+8.4% | Added |
| PFG Investments, LLC | 2,348 | $1.16M | 0.05% | −227−8.8% | Reduced |
| Smartleaf Asset Management LLC | 2,410 | $1.16M | 0.04% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 2,350 | $1.16M | 0.14% | +1,500+176.5% | Added |
| Signaturefd, LLC | 2,354 | $1.17M | 0.02% | +313+15.3% | Added |
| SCS Capital Management LLC | 2,355 | $1.17M | 0.01% | +6+0.3% | Added |
| Mystic Asset Management, Inc. | 2,373 | $1.17M | 0.25% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,374 | $1.18M | 0.02% | +13+0.6% | Added |
| Western Wealth Management, LLC | 2,377 | $1.18M | 0.04% | +4+0.2% | Added |
| Coppell Advisory Solutions LLC | 4,769 | $1.18M | 0.35% | +4,769 | New |
| Associated Banc-Corp | 2,383 | $1.18M | 0.03% | +1,000+72.3% | Added |
| Cito Capital Group, LLC | 2,400 | $1.19M | 0.32% | 00.0% | Unchanged |
| Whittier Trust Co | 2,478 | $1.20M | 0.01% | +18+0.7% | Added |
| Moors & Cabot, Inc. | 2,433 | $1.20M | 0.05% | −10−0.4% | Reduced |
| Stonebridge Capital Advisors LLC | 2,450 | $1.21M | 0.08% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,641 | $1.22M | 0.18% | +10.0% | Added |
| Syon Capital LLC | 2,467 | $1.22M | 0.05% | +352+16.6% | Added |
| Campbell & CO Investment Adviser LLC | 2,485 | $1.23M | 0.06% | −1,034−29.4% | Reduced |
| Caption Management, LLC | 2,500 | $1.24M | 0.04% | +2,500 | New |
| Golden State Wealth Management, LLC | 2,501 | $1.24M | 0.11% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 2,503 | $1.24M | 0.19% | +751+42.9% | Added |
| Crestwood Advisors Group LLC | 2,514 | $1.24M | 0.02% | +739+41.6% | Added |
| Advisors Capital Management, LLC | 2,531 | $1.25M | 0.01% | +101+4.2% | Added |
| Moss Adams Wealth Advisors LLC | 2,535 | $1.26M | 0.08% | +9+0.4% | Added |
| Decatur Capital Management, Inc. | 2,574 | $1.27M | 0.43% | +2,574 | New |
| Integrated Advisors Network LLC | 2,580 | $1.28M | 0.06% | −8−0.3% | Reduced |
| Interchange Capital Partners, LLC | 2,602 | $1.29M | 0.24% | +394+17.8% | Added |
| Quantum Private Wealth, LLC | 2,621 | $1.30M | 0.33% | −69−2.6% | Reduced |
| WBI Investments | 2,627 | $1.30M | 0.32% | +1,002+61.7% | Added |
| Generali Asset Management SPA SGR | 2,633 | $1.30M | 0.02% | −3,054−53.7% | Reduced |
| Umb Bank N A | 2,647 | $1.31M | 0.02% | −9−0.3% | Reduced |
| Evermay Wealth Management LLC | 2,649 | $1.31M | 0.14% | +1,052+65.9% | Added |
| Acropolis Investment Management, LLC | 2,656 | $1.32M | 0.05% | −25−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 2,662 | $1.32M | 0.06% | +40+1.5% | Added |
| Circle Wealth Management, LLC | 2,662 | $1.32M | 0.02% | +1,169+78.3% | Added |
| Wahed Invest LLC | 2,673 | $1.32M | 0.14% | −179−6.3% | Reduced |
| Metis Global Partners, LLC | 2,691 | $1.33M | 0.03% | −1,512−36.0% | Reduced |
| Choate Investment Advisors | 2,766 | $1.37M | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,768 | $1.37M | 0.56% | 00.0% | Unchanged |