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 |
|---|---|---|---|---|---|
| 1620 Investment Advisors, Inc. | 287 | $142.1K | 0.09% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 285 | $141.1K | 0.00% | −138−32.6% | Reduced |
| Bell Investment Advisors, Inc | 280 | $138.6K | 0.02% | +1+0.4% | Added |
| Strategic Investment Advisors | 273 | $135.2K | 0.01% | +273 | New |
| Hantz Financial Services, Inc. | 255 | $126.0K | 0.00% | +37+17.0% | Added |
| Country Trust Bank | 254 | $125.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 255 | $125.0K | 0.03% | +6+2.4% | Added |
| Basecamp Wealth Advisors LLC | 252 | $124.8K | 0.02% | −10−3.8% | Reduced |
| Wellington Shields Capital Management, LLC | 250 | $123.8K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 245 | $121.3K | 0.00% | −10−3.9% | Reduced |
| Bullseye Investment Management, LLC | 242 | $119.8K | 0.06% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 240 | $119.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 240 | $119.0K | 0.03% | −10−4.0% | Reduced |
| Wall Street Access Asset Management, LLC | 235 | $116.3K | 0.02% | +57+32.0% | Added |
| Manchester Capital Management LLC | 232 | $114.9K | 0.01% | +140+152.2% | Added |
| Independence Bank of Kentucky | 230 | $113.9K | 0.01% | −6−2.5% | Reduced |
| Quent Capital, LLC | 229 | $113.5K | 0.01% | +16+7.5% | Added |
| Asset Dedication, LLC | 227 | $112.4K | 0.01% | −59−20.6% | Reduced |
| Breakwater Investment Management | 227 | $112.4K | 0.04% | +1+0.4% | Added |
| Hoese & Co LLP | 225 | $111.4K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 223 | $110.6K | 0.00% | +55+32.7% | Added |
| Brown, Lisle/Cummings, Inc. | 222 | $109.9K | 0.02% | −19−7.9% | Reduced |
| Zions Bancorporation, National Association | 221 | $109.4K | 0.01% | −21−8.7% | Reduced |
| Princeton Global Asset Management LLC | 206 | $102.0K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 206 | $102.0K | 0.05% | +206 | New |
| Aventura Private Wealth, LLC | 195 | $96.6K | 0.03% | +5+2.6% | Added |
| Manning & Napier Advisors LLC | 185 | $91.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 175 | $87.0K | 0.01% | 00.0% | Unchanged |
| Asset Planning,Inc | 173 | $85.6K | 0.06% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 169 | $83.7K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 165 | $81.7K | 0.00% | −1,242−88.3% | Reduced |
| State of Wyoming | 162 | $80.2K | 0.01% | +162 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $79.2K | 0.02% | +40+33.3% | Added |
| Silver Grove Financial Group, Inc. | 158 | $78.2K | 0.04% | +142+887.5% | Added |
| Old Point Trust & Financial Services N A | 154 | $76.2K | 0.02% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 154 | $76.2K | 0.01% | +19+14.1% | Added |
| S&T Bank | 150 | $74.3K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 149 | $73.8K | 0.02% | −35−19.0% | Reduced |
| Bullock Wealth Management Group | 152 | $73.2K | 0.03% | +1+0.7% | Added |
| IFG Advisory, LLC | 144 | $71.1K | 0.00% | +144 | New |
| Grove Bank & Trust | 143 | $70.8K | 0.01% | +49+52.1% | Added |
| NBH Bank | 142 | $70.3K | 0.03% | +142 | New |
| Ameriflex Group, Inc. | 141 | $70.0K | 0.03% | +11+8.5% | Added |
| Rogco, LP | 139 | $68.8K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 134 | $66.3K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 133 | $65.8K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 131 | $65.1K | 0.02% | −15−10.3% | Reduced |
| Strategic Investment Solutions, Inc. | 129 | $63.9K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 128 | $63.6K | 0.03% | +15+13.3% | Added |
| IMA Wealth, Inc. | 125 | $61.9K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 125 | $61.9K | 0.05% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 120 | $59.4K | 0.01% | +120 | New |
| Owl Creek Wealth Partners LLC | 114 | $56.4K | 0.02% | 00.0% | Unchanged |
| Motco | 114 | $56.4K | 0.00% | +2+1.8% | Added |
| First United Bank Trust | 113 | $55.9K | 0.02% | +17+17.7% | Added |
| Bayban | 112 | $55.4K | 0.04% | −8−6.7% | Reduced |
| Financial Perspectives, Inc | 112 | $55.4K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 111 | $55.0K | 0.02% | +111 | New |
| Transamerica Financial Advisors, Inc. | 108 | $53.7K | 0.00% | +46+74.2% | Added |
| Knights of Columbus Asset Advisors LLC | 100 | $49.5K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $49.5K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $49.5K | 0.03% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 94 | $46.5K | 0.02% | −8−7.8% | Reduced |
| West Branch Capital LLC | 91 | $45.1K | 0.01% | +16+21.3% | Added |
| Community Bank, N.A. | 90 | $44.6K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 88 | $43.6K | 0.01% | +77+700.0% | Added |
| Prestige Wealth Management Group LLC | 86 | $42.6K | 0.01% | +2+2.4% | Added |
| Copos Capital S.a r.l. | 86 | $42.6K | 0.01% | +86 | New |
| Cassaday & Co Wealth Management LLC | 86 | $42.5K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $40.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $39.6K | 0.01% | +9+12.7% | Added |
| Fairscale Capital, LLC | 79 | $39.1K | 0.02% | 00.0% | Unchanged |
| USA Financial Formulas | 79 | $39.1K | 0.01% | +79 | New |
| Pinnacle Bancorp, Inc. | 74 | $36.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $36.1K | 0.00% | +1+1.4% | Added |
| TSFG, LLC | 71 | $35.0K | 0.00% | +21+42.0% | Added |
| Signature Equity Partners, LLC | 70 | $34.9K | 0.02% | −6−7.9% | Reduced |
| Essex Investment Management Co LLC | 70 | $34.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 69 | $34.3K | 0.01% | +69 | New |
| Bogart Wealth, LLC | 69 | $34.2K | 0.00% | +8+13.1% | Added |
| Delta Asset Management LLC | 65 | $32.2K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 65 | $32.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 65 | $32.2K | 0.01% | 00.0% | Unchanged |
| Guardian Partners Inc. | 65 | $32.2K | 0.00% | +65 | New |
| Darwin Advisors, LLC | 64 | $31.7K | 0.01% | +1+1.6% | Added |
| WealthCollab, LLC | 64 | $31.7K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 64 | $31.7K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 64 | $31.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 63 | $31.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 62 | $30.7K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $30.4K | 0.00% | −20−24.7% | Reduced |
| Kennebec Savings Bank | 60 | $29.7K | 0.02% | +60 | New |
| Millstone Evans Group, LLC | 59 | $29.2K | 0.02% | +15+34.1% | Added |
| IAG Wealth Partners, LLC | 57 | $28.2K | 0.00% | −67−54.0% | Reduced |
| Albion Financial Group | 57 | $28.2K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 55 | $27.2K | 0.01% | +20+57.1% | Added |
| Plante Moran Financial Advisors, LLC | 55 | $27.2K | 0.00% | +55 | New |
| West Paces Advisors Inc. | 55 | $27.2K | 0.00% | +55 | New |
| Copeland Capital Management, LLC | 54 | $26.7K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 53 | $26.2K | 0.01% | 00.0% | Unchanged |