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.
| 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 |
|---|---|---|---|---|---|
| DecisionPoint Financial, LLC | 6 | $2.90K | 0.00% | +2+50.0% | Added |
| CBIZ Investment Advisory Services, LLC | 7 | $2.51K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $2.48K | 0.00% | −10−66.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5 | $2.48K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 5 | $2.48K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $2.48K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 5 | $2.48K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 5 | $2.48K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $2.48K | 0.00% | +1+25.0% | Added |
| MB, Levis & Associates, LLC | 5 | $2.48K | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $2.48K | 0.00% | +5 | New |
| Caitlin John, LLC | 4 | $2.12K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 4 | $2.01K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.98K | 0.00% | +1+33.3% | Added |
| Advocate Investing Services LLC | 4 | $1.98K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $1.98K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4 | $1.98K | 0.00% | +4 | New |
| Nvest Wealth Strategies, Inc. | 3 | $1.49K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 3 | $1.49K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 3 | $1.49K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.49K | 0.00% | +1+50.0% | Added |
| Marshall Investment Management, LLC | 3 | $1.49K | 0.00% | +3 | New |
| Tower Trust & Investment Co | 3 | $1.49K | 0.00% | +3 | New |
| Torren Management, LLC | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $991 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 2 | $991 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $991 | 0.00% | +2 | New |
| Trust Co | 2 | $990 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2 | $990 | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 2 | $990 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $990 | 0.00% | +1+100.0% | Added |
| Operose Advisors LLC | 2 | $990 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $990 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 1 | $511 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1 | $496 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $496 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $496 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $496 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $495 | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 1 | $495 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $495 | 0.00% | +1 | New |
| Compass Financial Management LLC | 1 | $495 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $33 | 0.00% | 0 | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −199,360−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −132,118−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −126,717−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −82,349−100.0% | Sold out |
| Albar Capital Partners LLP | 0 | $0 | 0.00% | −34,627−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −30,192−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,781−100.0% | Sold out |
| Robinhood Asset Management, LLC | 0 | $0 | 0.00% | −16,124−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,066−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,422−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,104−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −9,320−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,320−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −8,237−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −8,150−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −7,314−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −7,246−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,086−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,984−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,951−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,518−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −4,973−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −4,520−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −4,457−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,266−100.0% | Sold out |
| Connable Office Inc | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,571−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,072−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,056−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,718−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Nia Impact Advisors, LLC | 0 | $0 | 0.00% | −2,390−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,166−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,079−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,024−100.0% | Sold out |
| Cypress Advisory Group LLC | 0 | $0 | 0.00% | −1,891−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,834−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,459−100.0% | Sold out |
| Financial Security Advisor, Inc. | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| One68 Global Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tradewinds, LLC. | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Straight Path Wealth Management | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −918−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −877−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −820−100.0% | Sold out |