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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

Q3 2026 data is still coming in: 3 institutions have reported holding ROK so far. See Q3 2026

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.

Institutional holdersQ2 2026: 1,545 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ2 2026: $48.8B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2026.

Institutions holding ROK in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Pittenger & Anderson Inc51$25.3K0.00%00.0%Unchanged
Mascoma Wealth Management LLC50$24.8K0.00%00.0%Unchanged
Quintet Private Bank (Europe) S.A.50$24.8K0.00%00.0%Unchanged
Birchbrook, Inc.50$24.8K0.01%00.0%Unchanged
Toews Corp50$24.8K0.00%+50New
Virtus ETF Advisers LLC50$24.8K0.01%+50New
Orion Capital Management LLC49$24.2K0.01%+8+19.5%Added
GW&K Investment Management, LLC49$24.0K0.00%−1−2.0%Reduced
Arlington Trust Co LLC48$23.8K0.00%00.0%Unchanged
Richardson Financial Services Inc.48$23.8K0.01%00.0%Unchanged
Holos Integrated Wealth LLC50$23.4K0.01%00.0%Unchanged
True Wealth Design, LLC46$22.8K0.01%+26+130.0%Added
JPL Wealth Management, LLC45$22.3K0.00%+20+80.0%Added
Kemnay Advisory Services Inc.44$21.8K0.00%−1−2.2%Reduced
Seneschal Advisors, LLC42$20.8K0.01%00.0%Unchanged
Rakuten Securities, Inc.42$20.8K0.00%−107−71.8%Reduced
N.E.W. Advisory Services LLC41$20.4K0.00%00.0%Unchanged
Salomon & Ludwin, LLC40$19.3K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC38$19.0K0.00%00.0%Unchanged
Salem Investment Counselors Inc38$18.8K0.00%+4+11.8%Added
Paladin Advisory Group, LLC37$18.3K0.01%00.0%Unchanged
CNB Bank36$17.8K0.01%00.0%Unchanged
Vanguard National Trust Co36$17.8K0.00%00.0%Unchanged
Rossby Financial, LCC35$17.4K0.00%−23−39.7%Reduced
Raffa Wealth Management, LLC34$16.8K0.00%+3+9.7%Added
UMA Financial Services, Inc.34$16.8K0.00%+15+78.9%Added
Action Point Financial Planning, LLC36$16.8K0.00%+36New
Bare Financial Services, Inc32$15.8K0.00%+7+28.0%Added
Westfuller Advisors, LLC31$15.5K0.01%+3+10.7%Added
SJS Investment Consulting Inc.30$14.9K0.00%−17−36.2%Reduced
Gen-Wealth Partners Inc30$14.9K0.00%00.0%Unchanged
Triumph Capital Management29$14.6K0.00%+2+7.4%Added
Virginia Estate & Retirement Planning Advisors Inc.29$14.4K0.02%00.0%Unchanged
Gunpowder Capital Management, LLC dba Oliver Wealth Management29$14.4K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd28$14.0K0.00%00.0%Unchanged
Avion Wealth30$14.0K0.00%+11+57.9%Added
Marquette Asset Management, LLC28$13.9K0.00%+3+12.0%Added
Cornerstone Financial Management LLC28$13.9K0.01%+14+100.0%Added
United Community Bank27$13.4K0.00%00.0%Unchanged
Dogwood Wealth Management LLC27$13.4K0.01%+5+22.7%Added
Colonial Trust Advisors27$13.4K0.00%+27New
NorthAvenue LLC26$12.9K0.01%00.0%Unchanged
Clear Street Markets LLC26$12.9K0.00%+8+44.4%Added
LifeSteps Financial, Inc.25$12.4K0.01%+25New
Downshift Financial, LLC25$12.4K0.01%+25New
Ogorek Anthony Joseph22$10.0K0.00%00.0%Unchanged
Chilton Capital Management LLC20$9.90K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC20$9.90K0.00%00.0%Unchanged
J.Safra Asset Management Corp20$9.90K0.00%00.0%Unchanged
Rialto Wealth Management, LLC20$9.90K0.00%+10+100.0%Added
McGuire Capital Advisors Inc20$9.90K0.01%+18+900.0%Added
Harbor Investment Advisory, LLC20$9.90K0.00%+20New
Alpine Bank Wealth Management19$9.41K0.00%+19New
Axiom Investment Management LLC18$8.91K0.01%00.0%Unchanged
TD Capital Management LLC17$8.45K0.00%−4−19.0%Reduced
Cornerstone Planning Group LLC18$8.26K0.00%+6+50.0%Added
Mowery & Schoenfeld Wealth Management, LLC16$7.92K0.01%00.0%Unchanged
Solstein Capital, LLC16$7.92K0.00%00.0%Unchanged
JNBA Financial Advisors15$7.43K0.00%00.0%Unchanged
Private Wealth Management Group, LLC15$7.43K0.00%+9+150.0%Added
United Financial Planning Group LLC15$7.43K0.00%−28−65.1%Reduced
Hughes Financial Services, LLC15$7.43K0.00%+7+87.5%Added
Gleason Group, Inc.15$7.43K0.00%+15New
Financial Network Wealth Advisors LLC15$7.43K0.01%+15New
Dunhill Financial, LLC14$7.31K0.00%00.0%Unchanged
McDonald Partners LLC14$6.93K0.00%−9,986−99.9%Reduced
Synergy Investment Management, LLC15$6.89K0.00%+6+66.7%Added
Sittner & Nelson, LLC13$6.44K0.00%00.0%Unchanged
Ares Financial Consulting, LLC13$6.44K0.00%00.0%Unchanged
Essential Partners LLC13$6.44K0.00%00.0%Unchanged
Highline Wealth Partners LLC13$6.44K0.00%+4+44.4%Added
Strategic Wealth Advisors LLC17$6.00K0.01%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$5.94K0.00%00.0%Unchanged
Creative Financial Designs Inc11$5.46K0.00%00.0%Unchanged
Investors Research Corp11$5.45K0.00%00.0%Unchanged
High Note Wealth, LLC11$5.45K0.00%+6+120.0%Added
Medallion Wealth Advisors, LLC11$5.20K0.00%+1+10.0%Added
Capital Analysts, LLC10$5.00K0.00%−3−23.1%Reduced
Sawyer & Company, Inc10$4.95K0.00%00.0%Unchanged
Webster Bank, N. A.10$4.95K0.00%+10New
Kilter Group LLC9$4.46K0.00%−1−10.0%Reduced
Caldwell Sutter Capital, Inc.9$4.46K0.00%00.0%Unchanged
Burk Holdings LLC9$4.46K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.9$4.46K0.00%+9New
Creative Capital Management Investments LLC9$4.46K0.00%+9New
Harborfront Financial Group LLC8$4.16K0.02%+8New
Aspect Partners, LLC8$3.96K0.00%−5−38.5%Reduced
Moisand Fitzgerald Tamayo, LLC8$3.96K0.00%00.0%Unchanged
PFS Partners, LLC8$3.96K0.00%00.0%Unchanged
Imprint Wealth LLC8$3.96K0.02%00.0%Unchanged
Evolution Wealth Management Inc.8$3.96K0.00%+8New
Entrust Financial LLC7$3.47K0.00%00.0%Unchanged
Hollencrest Capital Management7$3.47K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$3.47K0.00%00.0%Unchanged
Corsicana & Co.7$3.47K0.00%00.0%Unchanged
Activest Wealth Management7$3.47K0.00%+4+133.3%Added
Wolff Wiese Magana LLC6$2.97K0.00%00.0%Unchanged
Heritage Wealth Advisors6$2.97K0.00%00.0%Unchanged
Fairman Group, LLC6$2.97K0.00%00.0%Unchanged
Greykasell Wealth Strategies, Inc.6$2.97K0.00%00.0%Unchanged