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 |
|---|---|---|---|---|---|
| Commerce Bank | 45,211 | $22.4M | 0.10% | −2,292−4.8% | Reduced |
| Oppenheimer & Co Inc | 44,988 | $22.3M | 0.24% | −164−0.4% | Reduced |
| Janney Montgomery Scott LLC | 44,767 | $22.2M | 0.04% | +661+1.5% | Added |
| TIAA Wealth Investment Management LLC | 44,291 | $21.9M | 0.15% | +1,300+3.0% | Added |
| Daiwa Securities Group Inc. | 44,101 | $21.8M | 0.05% | −2,097−4.5% | Reduced |
| Keybank National Association | 43,961 | $21.8M | 0.07% | +1,540+3.6% | Added |
| Mariner, LLC | 43,875 | $21.7M | 0.02% | −9,055−17.1% | Reduced |
| Gradient Investments LLC | 43,711 | $21.6M | 0.30% | −3,481−7.4% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 43,582 | $21.6M | 0.92% | +7,371+20.4% | Added |
| State of Tennessee, Treasury Department | 43,524 | $21.5M | 0.06% | −18,204−29.5% | Reduced |
| Cetera Investment Advisers | 43,392 | $21.5M | 0.02% | +3,184+7.9% | Added |
| Jag Capital Management, LLC | 43,253 | $21.4M | 2.01% | −11,343−20.8% | Reduced |
| Grandfield & Dodd, LLC | 43,036 | $21.3M | 1.12% | −650−1.5% | Reduced |
| Core Wealth Partners LLC | 41,841 | $20.7M | 8.83% | +52+0.1% | Added |
| LMCG Investments, LLC | 41,489 | $20.5M | 1.10% | −426−1.0% | Reduced |
| Apollon Wealth Management, LLC | 40,976 | $20.3M | 0.25% | +305+0.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,675 | $20.1M | 0.10% | +4,480+12.4% | Added |
| Advisor Group Holdings, Inc. | 40,579 | $20.1M | 0.02% | +5,616+16.1% | Added |
| Ensign Peak Advisors, Inc | 39,462 | $19.5M | 0.03% | −312−0.8% | Reduced |
| Advisors Asset Management, Inc. | 39,174 | $19.4M | 0.30% | +6,845+21.2% | Added |
| Tredje AP-fonden | 39,132 | $19.4M | 0.09% | +3,467+9.7% | Added |
| Isthmus Partners, LLC | 38,603 | $19.1M | 1.85% | −697−1.8% | Reduced |
| Broderick Brian C | 37,781 | $18.7M | 2.89% | +1,025+2.8% | Added |
| DnB Asset Management AS | 37,616 | $18.6M | 0.05% | +217+0.6% | Added |
| Los Angeles Capital Management LLC | 37,250 | $18.4M | 0.07% | −155,497−80.7% | Reduced |
| Captrust Financial Advisors | 37,187 | $18.4M | 0.03% | −98−0.3% | Reduced |
| ING Groep NV | 37,081 | $18.4M | 0.09% | +19,290+108.4% | Added |
| Banque Pictet & Cie SA | 36,915 | $18.3M | 0.19% | −474−1.3% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 36,876 | $18.3M | 0.15% | +2,707+7.9% | Added |
| State of New Jersey Common Pension Fund D | 36,366 | $18.0M | 0.06% | −1,627−4.3% | Reduced |
| Cerity Partners LLC | 36,181 | $17.9M | 0.02% | +5,742+18.9% | Added |
| Oak Associates, Ltd | 36,146 | $17.9M | 1.00% | −450−1.2% | Reduced |
| CIBC Bancorp USA Inc. | 35,788 | $17.7M | 0.02% | −6,065−14.5% | Reduced |
| Fifth Third Bancorp | 34,619 | $17.1M | 0.03% | −535−1.5% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 33,936 | $16.8M | 0.10% | +277+0.8% | Added |
| Toronto Dominion Bank | 33,835 | $16.8M | 0.03% | +752+2.3% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 33,719 | $16.7M | 0.04% | −2,969−8.1% | Reduced |
| Nomura Asset Management International Inc. | 33,694 | $16.7M | 0.03% | −5,255−13.5% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,501 | $16.6M | 0.22% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 33,462 | $16.6M | 0.32% | +33,462 | New |
| Talbot Financial, LLC | 33,401 | $16.5M | 1.22% | +109+0.3% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 33,242 | $16.5M | 0.07% | −2,707−7.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 32,928 | $16.2M | 0.08% | −2,168−6.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 32,567 | $16.1M | 0.12% | −10,800−24.9% | Reduced |
| Colony Group, LLC | 32,561 | $16.1M | 0.02% | −13,499−29.3% | Reduced |
| Arizona State Retirement System | 32,214 | $15.9M | 0.08% | +1,658+5.4% | Added |
| Czech National Bank | 31,673 | $15.7M | 0.09% | +1,073+3.5% | Added |
| M. Kraus & Co | 31,191 | $15.4M | 4.10% | −404−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 30,938 | $15.3M | 0.11% | +14,247+85.4% | Added |
| Nisa Investment Advisors, LLC | 30,032 | $14.9M | 0.05% | −885−2.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,714 | $14.7M | 0.01% | +9,383+46.2% | Added |
| Brown Advisory Inc | 29,598 | $14.7M | 0.02% | −279−0.9% | Reduced |
| Teacher Retirement System of Texas | 29,581 | $14.6M | 0.04% | −5,210−15.0% | Reduced |
| Xponance, Inc. | 29,150 | $14.4M | 0.09% | +7,944+37.5% | Added |
| MetLife Investment Management | 29,109 | $14.4M | 0.07% | +2,431+9.1% | Added |
| D.A. Davidson & Co. | 28,857 | $14.3M | 0.08% | −197−0.7% | Reduced |
| Yaupon Capital Management LP | 28,793 | $14.3M | 0.47% | +28,793 | New |
| Kestra Advisory Services, LLC | 28,567 | $14.1M | 0.05% | +414+1.5% | Added |
| State of Michigan Retirement System | 28,513 | $14.1M | 0.06% | −800−2.7% | Reduced |
| Portland Global Advisors LLC | 28,238 | $14.0M | 1.33% | −285−1.0% | Reduced |
| Capitolis Liquid Global Markets LLC | 27,981 | $13.9M | 0.06% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 27,764 | $13.7M | 0.01% | −21,968−44.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 27,617 | $13.7M | 0.12% | +500+1.8% | Added |
| Van Eck Associates Corp | 27,244 | $13.5M | 0.01% | −3,271−10.7% | Reduced |
| Foresight Group Ltd Liability Partnership | 27,378 | $13.5M | 2.42% | −2,995−9.9% | Reduced |
| 1832 Asset Management L.P. | 27,008 | $13.4M | 0.02% | +2,543+10.4% | Added |
| MAI Capital Management | 27,007 | $13.4M | 0.05% | +9,053+50.4% | Added |
| Westend Capital Management, LLC | 26,786 | $13.3M | 3.03% | −135−0.5% | Reduced |
| IFM Investors Pty Ltd | 26,610 | $13.2M | 0.09% | +629+2.4% | Added |
| CIBC Asset Management Inc | 26,483 | $13.1M | 0.03% | −638−2.4% | Reduced |
| Ceredex Value Advisors LLC | 26,097 | $12.9M | 0.36% | −12,911−33.1% | Reduced |
| Empowered Funds, LLC | 25,938 | $12.8M | 0.07% | +15,954+159.8% | Added |
| Jacobs & Co | 25,790 | $12.8M | 1.09% | −1,427−5.2% | Reduced |
| EFG International AG | 25,777 | $12.8M | 0.23% | +2,562+11.0% | Added |
| Somerville Kurt F | 25,565 | $12.7M | 3.02% | −2,048−7.4% | Reduced |
| Puzo Michael J | 25,511 | $12.6M | 3.26% | −574−2.2% | Reduced |
| F/M Investments LLC | 25,267 | $12.5M | 0.64% | −554−2.1% | Reduced |
| Delaney Dennis R | 24,741 | $12.2M | 3.90% | −1,117−4.3% | Reduced |
| Tema ETFs LLC | 24,673 | $12.2M | 0.39% | +4,093+19.9% | Added |
| Strategic Global Advisors, LLC | 24,661 | $12.2M | 1.74% | +24,661 | New |
| Jones Financial Companies LLLP | 25,516 | $12.2M | 0.00% | +3,562+16.2% | Added |
| NorthCrest Asset Manangement, LLC | 26,044 | $12.2M | 0.31% | +1,322+5.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,577 | $12.2M | 0.06% | −1,596−6.1% | Reduced |
| USS Investment Management Ltd | 24,505 | $12.1M | 0.05% | +1,693+7.4% | Added |
| Abn Amro Investment Solutions | 24,109 | $11.9M | 0.10% | −5,072−17.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 23,746 | $11.8M | 0.15% | +173+0.7% | Added |
| Kidder Stephen W | 23,597 | $11.7M | 2.95% | +116+0.5% | Added |
| Retirement Systems of Alabama | 23,376 | $11.6M | 0.03% | −483−2.0% | Reduced |
| Osmosis Investment Management UK Ltd | 23,301 | $11.5M | 0.54% | −32,578−58.3% | Reduced |
| Drystone LLC | 23,216 | $11.5M | 9.45% | −1,243−5.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 49,950 | $11.4M | 0.02% | +3,766+8.2% | Added |
| Papp L Roy & Associates | 22,910 | $11.3M | 1.19% | +534+2.4% | Added |
| Amalgamated Bank | 22,698 | $11.2M | 0.08% | +1,691+8.0% | Added |
| Silvant Capital Management LLC | 22,271 | $11.0M | 0.32% | +3,257+17.1% | Added |
| Mandatum Life Insurance Co Ltd | 22,200 | $11.0M | 2.03% | 00.0% | Unchanged |
| KWMG, LLC | 22,098 | $10.9M | 0.79% | +81+0.4% | Added |
| Trexquant Investment LP | 22,058 | $10.9M | 0.07% | −66,663−75.1% | Reduced |
| Mercer Global Advisors Inc | 21,923 | $10.9M | 0.01% | +956+4.6% | Added |
| Pathstone Holdings, LLC | 21,799 | $10.8M | 0.03% | +2,638+13.8% | Added |
| Federation des caisses Desjardins du Quebec | 21,812 | $10.8M | 0.03% | +118+0.5% | Added |