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 |
|---|---|---|---|---|---|
| Vicus Capital | 1,086 | $537.7K | 0.03% | −260−19.3% | Reduced |
| Founders Financial Alliance, LLC | 1,082 | $535.7K | 0.07% | +2+0.2% | Added |
| CoreCap Advisors, LLC | 1,073 | $531.2K | 0.02% | +550+105.2% | Added |
| Cigna Investments Inc | 1,072 | $531.0K | 0.07% | −24−2.2% | Reduced |
| Verity Asset Management, Inc. | 1,071 | $530.2K | 0.20% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 1,070 | $529.7K | 0.02% | +1,070 | New |
| New Hampshire Trust | 1,068 | $528.7K | 0.10% | +1,068 | New |
| Chatterton & Associates Inc. | 1,127 | $526.9K | 0.31% | −250−18.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,062 | $525.8K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,061 | $525.4K | 0.03% | −5−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 1,058 | $524.0K | 0.01% | +1,058 | New |
| Buckingham Strategic Partners | 1,054 | $521.8K | 0.00% | +1,054 | New |
| Carnegie Lake Advisors LLC | 1,048 | $518.8K | 0.19% | 00.0% | Unchanged |
| Pettyjohn, Wood & White, Inc | 1,047 | $518.3K | 0.08% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,046 | $517.9K | 0.03% | −41−3.8% | Reduced |
| Cahill Financial Advisors Inc | 1,044 | $516.8K | 0.05% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 1,228 | $515.7K | 0.01% | −20−1.6% | Reduced |
| Founders Financial Securities LLC | 1,039 | $514.4K | 0.03% | +7+0.7% | Added |
| Boston Private Wealth LLC | 1,039 | $514.1K | 0.03% | −44−4.1% | Reduced |
| Carr Financial Group Corp | 1,031 | $510.6K | 0.12% | +352+51.8% | Added |
| Parsons Capital Management Inc | 1,022 | $506.0K | 0.02% | 00.0% | Unchanged |
| Kooman & Associates | 1,020 | $505.0K | 0.14% | +4+0.4% | Added |
| BKM Wealth Management, LLC | 1,018 | $504.0K | 0.18% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,016 | $503.0K | 0.01% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,038 | $501.2K | 0.10% | +22+2.2% | Added |
| Arkadios Wealth Advisors | 1,011 | $500.4K | 0.01% | +2+0.2% | Added |
| Certified Advisory Corp | 1,010 | $500.0K | 0.04% | +2+0.2% | Added |
| Keel Point, LLC | 1,009 | $499.7K | 0.03% | +28+2.9% | Added |
| Wellington Shields & Co., LLC | 1,000 | $495.1K | 0.11% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 996 | $493.1K | 0.11% | +3+0.3% | Added |
| Fort Point Capital Partners LLC | 992 | $491.1K | 0.05% | −55−5.3% | Reduced |
| Hengehold Capital Management LLC | 991 | $490.7K | 0.04% | +13+1.3% | Added |
| Eastern Bank | 990 | $490.1K | 0.01% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,015 | $489.6K | 0.01% | −49−4.6% | Reduced |
| ABLE Financial Group, LLC | 986 | $488.1K | 0.08% | 00.0% | Unchanged |
| Foster Group, Inc. | 986 | $488.1K | 0.01% | +55+5.9% | Added |
| Live Oak Private Wealth LLC | 981 | $485.7K | 0.06% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 980 | $485.2K | 0.13% | +46+4.9% | Added |
| Clark Capital Management Group, Inc. | 979 | $484.7K | 0.00% | −64−6.1% | Reduced |
| Cary Street Partners Financial LLC | 978 | $484.2K | 0.01% | +97+11.0% | Added |
| FMB Wealth Management | 974 | $482.2K | 0.18% | 00.0% | Unchanged |
| Bright Financial Advisors, Inc. | 974 | $482.2K | 0.20% | +974 | New |
| Capstone Investment Advisors, LLC | 961 | $475.8K | 0.00% | +243+33.8% | Added |
| XTX Topco Ltd | 956 | $473.3K | 0.01% | +956 | New |
| Fonville Wealth Management LLC | 954 | $472.3K | 0.08% | +954 | New |
| WealthPLAN Partners, LLC | 953 | $471.8K | 0.09% | 00.0% | Unchanged |
| KTF Investments, LLC | 950 | $470.3K | 0.05% | 00.0% | Unchanged |
| Optimize Financial Inc | 947 | $468.8K | 0.17% | −3−0.3% | Reduced |
| Sound Capital Solutions LLC | 947 | $468.8K | 0.11% | +947 | New |
| PDS Planning, Inc | 941 | $465.9K | 0.03% | +4+0.4% | Added |
| Diversified Trust Co | 939 | $464.9K | 0.01% | +939 | New |
| McAdam, LLC | 930 | $460.4K | 0.02% | +65+7.5% | Added |
| Larson Financial Group LLC | 928 | $459.5K | 0.01% | +351+60.8% | Added |
| Fragasso Group Inc. | 923 | $457.1K | 0.02% | −9−1.0% | Reduced |
| Ellevest, Inc. | 923 | $457.0K | 0.05% | −160−14.8% | Reduced |
| Chelsea Counsel Co | 922 | $456.5K | 0.19% | 00.0% | Unchanged |
| Camden Capital, LLC | 920 | $455.5K | 0.02% | +73+8.6% | Added |
| Smart Money Group LLC | 918 | $454.6K | 0.12% | +2+0.2% | Added |
| Hudock, Inc. | 917 | $454.3K | 0.06% | +1+0.1% | Added |
| Caldwell Trust Co | 917 | $454.0K | 0.04% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 937 | $452.5K | 0.03% | +4+0.4% | Added |
| Ieq Capital, LLC | 911 | $451.1K | 0.00% | −31−3.3% | Reduced |
| Biltmore Family Office, LLC | 910 | $450.5K | 0.06% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 909 | $450.1K | 0.05% | +909 | New |
| 71 West Capital Partners | 907 | $449.0K | 0.02% | +194+27.2% | Added |
| Great Diamond Partners, LLC | 904 | $447.6K | 0.08% | +210+30.3% | Added |
| Proficio Capital Partners LLC | 903 | $447.3K | 0.02% | +903 | New |
| Monetary Management Group Inc | 900 | $445.6K | 0.09% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 899 | $445.1K | 0.06% | −132−12.8% | Reduced |
| Financial Engines Advisors L.L.C. | 892 | $441.6K | 0.00% | +9+1.0% | Added |
| Private Management Group Inc | 891 | $441.1K | 0.01% | 00.0% | Unchanged |
| Bannerstone Capital Management, LLC | 884 | $437.7K | 0.37% | +884 | New |
| Sovereign Investment Advisors, LLC | 883 | $437.2K | 0.08% | 00.0% | Unchanged |
| CX Institutional | 882 | $437.0K | 0.01% | +47+5.6% | Added |
| Simmons Bank | 882 | $436.7K | 0.02% | +294+50.0% | 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 |
| Rubicon Advisors, GP | 879 | $435.0K | 0.32% | +2+0.2% | Added |
| Kera Capital Partners, Inc. | 876 | $433.7K | 0.04% | +269+44.3% | Added |
| Leonteq Securities AG | 874 | $432.7K | 0.03% | −426−32.8% | Reduced |
| Per Stirling Capital Management, LLC. | 871 | $431.3K | 0.04% | +1+0.1% | Added |
| American National Bank | 870 | $430.7K | 0.04% | −18−2.0% | Reduced |
| Second Line Capital, LLC | 869 | $430.2K | 0.08% | +869 | New |
| Bokf, NA | 866 | $428.7K | 0.01% | +3+0.3% | Added |
| Key Financial Inc | 866 | $428.7K | 0.07% | 00.0% | Unchanged |
| London & Capital Asset Management Ltd | 862 | $426.9K | 0.00% | −237−21.6% | Reduced |
| Ethos Financial Group, LLC | 928 | $426.3K | 0.03% | −2−0.2% | Reduced |
| ERn Financial, LLC | 861 | $426.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Christine Messmer PC | 851 | $421.1K | 0.24% | −28−3.2% | Reduced |
| Valmark Advisers, Inc. | 848 | $419.8K | 0.00% | +848 | New |
| Forefront Wealth Partners, LLC | 844 | $417.8K | 0.13% | +844 | New |
| New Republic Capital, LLC | 841 | $416.1K | 0.10% | +275+48.6% | Added |
| Coastal Bridge Advisors, LLC | 834 | $412.7K | 0.03% | +7+0.8% | Added |
| Archer Investment Corp | 830 | $411.1K | 0.08% | +785+1,744.4% | Added |
| Insigneo Advisory Services, LLC | 830 | $410.9K | 0.02% | −23−2.7% | Reduced |
| Advisor OS, LLC | 829 | $410.4K | 0.03% | −37−4.3% | Reduced |
| Basepoint Wealth LLC | 820 | $406.1K | 0.23% | 00.0% | Unchanged |