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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 819 | $405.6K | 0.07% | +819 | New |
| Hills Bank & Trust Co | 818 | $405.0K | 0.02% | +31+3.9% | Added |
| Affinity Investment Advisors, LLC | 817 | $404.5K | 0.21% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 813 | $402.5K | 0.08% | −5−0.6% | Reduced |
| Howe & Rusling Inc | 812 | $402.0K | 0.02% | +24+3.0% | Added |
| First Community Trust NA | 805 | $398.5K | 0.18% | 00.0% | Unchanged |
| Independent Advisor Alliance | 803 | $397.7K | 0.01% | +148+22.6% | Added |
| Advance Capital Management, Inc. | 803 | $397.5K | 0.01% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 790 | $391.1K | 0.08% | −6−0.8% | Reduced |
| Busey Wealth Management | 789 | $390.6K | 0.01% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 787 | $389.6K | 0.01% | +787 | New |
| Venturi Wealth Management, LLC | 780 | $386.2K | 0.01% | +780 | New |
| Tradition Wealth Management, LLC | 777 | $384.6K | 0.02% | +8+1.0% | Added |
| Lighthouse Investment Partners, LLC | 775 | $383.7K | 0.01% | −25,548−97.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 770 | $381.2K | 0.01% | +632+458.0% | Added |
| Alpha Zero LLC | 813 | $381.0K | 0.14% | +246+43.4% | Added |
| Trademark Financial Management, LLC | 768 | $380.2K | 0.16% | −35−4.4% | Reduced |
| Soltis Investment Advisors LLC | 767 | $379.9K | 0.02% | +28+3.8% | Added |
| M. Kulyk & Associates, LLC | 763 | $377.7K | 0.06% | −7−0.9% | Reduced |
| Accredited Investors Inc. | 757 | $375.0K | 0.02% | +7+0.9% | Added |
| Maple Capital Management, Inc. | 753 | $372.8K | 0.02% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 500 | $371.3K | 0.15% | +500 | New |
| Gladstone Institutional Advisory LLC | 747 | $369.7K | 0.01% | −51−6.4% | Reduced |
| NBC Securities, Inc. | 743 | $367.8K | 0.02% | −15−2.0% | Reduced |
| Smithfield Trust Co | 746 | $367.0K | 0.01% | +25+3.5% | 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 |
| LexAurum Advisors, LLC | 740 | $366.4K | 0.04% | +30+4.2% | Added |
| Essex Financial Services, Inc. | 734 | $363.1K | 0.02% | −191−20.6% | Reduced |
| GTS Securities LLC | 731 | $361.9K | 0.01% | −217−22.9% | Reduced |
| FSM Wealth Advisors, LLC | 731 | $361.7K | 0.04% | +731 | New |
| EverSource Wealth Advisors, LLC | 727 | $359.7K | 0.01% | −399−35.4% | Reduced |
| Ironwood Investment Counsel, LLC | 722 | $357.7K | 0.05% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 722 | $357.6K | 0.01% | +1+0.1% | Added |
| Cumberland Partners Ltd | 721 | $357.0K | 0.02% | +20+2.9% | Added |
| Colonial Trust Co | 719 | $356.0K | 0.05% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 719 | $356.0K | 0.01% | +94+15.0% | Added |
| Supplemental Annuity Collective Trust of NJ | 714 | $353.5K | 0.09% | −46−6.1% | Reduced |
| 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 |
| Turtle Creek Wealth Advisors, LLC | 709 | $350.9K | 0.02% | +21+3.1% | Added |
| Center for Financial Planning, Inc. | 707 | $350.0K | 0.03% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 706 | $349.5K | 0.00% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 700 | $346.6K | 0.14% | +1+0.1% | Added |
| Sentinus, LLC | 699 | $346.1K | 0.03% | −4−0.6% | Reduced |
| Welch Capital Partners LLC | 696 | $345.0K | 0.07% | 00.0% | Unchanged |
| PCM Encore, LLC | 697 | $344.9K | 0.06% | −26−3.6% | Reduced |
| Washington Trust Bank | 695 | $344.1K | 0.02% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 695 | $344.1K | 0.18% | +695 | New |
| AlphaGrep UK Ltd | 694 | $343.6K | 0.10% | −457−39.7% | Reduced |
| Ruggaard & Associates LLC | 693 | $343.1K | 0.12% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 691 | $342.1K | 0.02% | +1+0.1% | Added |
| Plancorp, LLC | 742 | $341.7K | 0.01% | −9−1.2% | Reduced |
| Capital Investment Advisory Services, LLC | 684 | $338.4K | 0.02% | 00.0% | Unchanged |
| Milestone Asset Management, LLC | 681 | $337.3K | 0.05% | +2+0.3% | Added |
| Flagstone Financial Management | 681 | $337.1K | 0.08% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 680 | $336.7K | 0.10% | +17+2.6% | Added |
| Bishop & Co Investment Management, LLC | 680 | $336.7K | 0.10% | −238−25.9% | Reduced |
| HighPoint Advisor Group LLC | 680 | $336.6K | 0.01% | +2+0.3% | Added |
| 55 North Private Wealth, LLC | 677 | $335.2K | 0.07% | +677 | New |
| Baron Wealth Management LLC | 675 | $334.3K | 0.09% | +675 | New |
| Johnson Investment Counsel Inc | 671 | $332.2K | 0.00% | +12+1.8% | Added |
| Phillips Wealth Planners LLC | 706 | $331.0K | 0.24% | −1−0.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 668 | $330.7K | 0.03% | +5+0.8% | Added |
| Citizens & Northern Corp | 666 | $329.7K | 0.08% | 00.0% | Unchanged |
| Diligent Investors, LLC | 666 | $329.6K | 0.07% | +1+0.2% | Added |
| Krilogy Financial LLC | 665 | $329.2K | 0.01% | +1+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $328.7K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 664 | $328.5K | 0.15% | −16−2.4% | Reduced |
| Aries Wealth Management | 660 | $326.8K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 659 | $325.0K | 0.00% | +23+3.6% | Added |
| Bryn Mawr Trust Co | 654 | $323.8K | 0.01% | +98+17.6% | Added |
| Alessandra Capital Management, LLC | 651 | $322.3K | 0.23% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 650 | $321.8K | 0.01% | −1,716−72.5% | Reduced |
| B&L Asset Management LLC | 650 | $321.8K | 0.11% | −559−46.2% | Reduced |
| Howard Capital Management Inc. | 647 | $320.3K | 0.00% | +647 | New |
| NWF Advisory Services Inc. | 647 | $320.3K | 0.03% | +15+2.4% | Added |
| Financial Management Professionals, Inc. | 646 | $319.8K | 0.03% | +600+1,304.3% | Added |
| SevenBridge Financial Group, LLC | 725 | $319.8K | 0.05% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 645 | $319.3K | 0.01% | −8−1.2% | Reduced |
| First Command Advisory Services, Inc. | 643 | $318.3K | 0.00% | +81+14.4% | Added |
| Stenger Family Office, LLC | 641 | $317.3K | 0.05% | −4−0.6% | Reduced |
| L2 Asset Management, LLC | 641 | $317.3K | 0.03% | +34+5.6% | Added |
| Northwest Bancshares, Inc. | 641 | $317.3K | 0.06% | +68+11.9% | Added |
| ARS Wealth Advisors Group, LLC | 640 | $316.9K | 0.02% | +7+1.1% | Added |
| FourThought Financial Partners, LLC | 638 | $316.0K | 0.02% | +1+0.2% | Added |
| Freestone Capital Holdings, LLC | 635 | $314.4K | 0.01% | −3−0.5% | Reduced |
| Burke & Herbert Bank & Trust Co | 635 | $314.4K | 0.08% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 635 | $314.4K | 0.01% | +74+13.2% | Added |
| Great Waters Wealth Management | 634 | $313.9K | 0.03% | 00.0% | Unchanged |
| Americana Partners, LLC | 634 | $313.9K | 0.01% | +634 | New |
| Malaga Cove Capital, LLC | 632 | $312.9K | 0.10% | −173−21.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 630 | $311.9K | 0.05% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 630 | $311.9K | 0.01% | +18+2.9% | Added |
| Schnieders Capital Management, LLC. | 628 | $310.9K | 0.04% | +628 | New |
| Crawford Investment Counsel Inc | 627 | $310.4K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 626 | $309.0K | 0.04% | +626 | New |
| Tiemann Investment Advisors, LLC | 623 | $308.8K | 0.11% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 623 | $308.6K | 0.08% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 622 | $307.9K | 0.09% | −72−10.4% | Reduced |