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 |
|---|---|---|---|---|---|
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,550 | $10.7M | 0.10% | +140+0.7% | Added |
| Atlantic Union Bankshares Corp | 21,524 | $10.7M | 0.18% | +945+4.6% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 21,462 | $10.6M | 0.40% | +900+4.4% | Added |
| ProShare Advisors LLC | 21,421 | $10.6M | 0.02% | +870+4.2% | Added |
| Iyo Bank, Ltd. | 21,350 | $10.6M | 3.21% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 21,156 | $10.5M | 0.10% | +4,718+28.7% | Added |
| L & S Advisors Inc | 20,767 | $10.3M | 1.06% | −910−4.2% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 20,538 | $10.2M | 0.68% | −80−0.4% | Reduced |
| Telos Capital Management, Inc. | 20,361 | $10.1M | 0.89% | −168−0.8% | Reduced |
| Prudential PLC | 20,213 | $10.0M | 0.07% | −5,420−21.1% | Reduced |
| Ethic Inc. | 20,080 | $9.94M | 0.12% | −792−3.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 19,934 | $9.87M | 0.10% | +16+0.1% | Added |
| Longaeva Partners L.P. | 19,430 | $9.62M | 0.28% | +13,771+243.3% | Added |
| ASR Vermogensbeheer N.V. | 18,937 | $9.38M | 0.10% | −5,998−24.1% | Reduced |
| M&G Plc | 18,829 | $9.32M | 0.05% | +815+4.5% | Added |
| Stephens Inc | 18,775 | $9.29M | 0.10% | +480+2.6% | Added |
| Bridgewater Associates, LP | 18,697 | $9.26M | 0.04% | −19,102−50.5% | Reduced |
| Natixis | 18,471 | $9.14M | 0.04% | −22,919−55.4% | Reduced |
| JustInvest LLC | 18,171 | $9.00M | 0.07% | +1,442+8.6% | Added |
| Contravisory Investment Management, Inc. | 18,152 | $8.99M | 1.59% | +17,960+9,354.2% | Added |
| Rockland Trust Co | 17,926 | $8.87M | 0.35% | −4,342−19.5% | Reduced |
| Public Sector Pension Investment Board | 17,916 | $8.87M | 0.02% | −199−1.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 17,912 | $8.87M | 0.04% | −843−4.5% | Reduced |
| Mutual of America Capital Management LLC | 17,886 | $8.86M | 0.09% | +5,932+49.6% | Added |
| Rakuten Investment Management, Inc. | 18,263 | $8.81M | 0.03% | +1,584+9.5% | Added |
| LGT Group Foundation | 17,769 | $8.80M | 0.10% | −4,402−19.9% | Reduced |
| Hall Laurie J Trustee | 17,729 | $8.78M | 2.73% | +37+0.2% | Added |
| Sanctuary Advisors, LLC | 17,720 | $8.77M | 0.04% | −27−0.2% | Reduced |
| Squarepoint Ops LLC | 17,649 | $8.74M | 0.02% | +1,338+8.2% | Added |
| Dorsey & Whitney Trust CO LLC | 17,577 | $8.70M | 0.42% | −2,709−13.4% | Reduced |
| NEOS Investment Management LLC | 17,572 | $8.70M | 0.03% | +2,266+14.8% | Added |
| Nwam LLC | 17,510 | $8.67M | 0.43% | +11,356+184.5% | Added |
| ABN AMRO Bank N.V. | 17,279 | $8.56M | 0.11% | −2,085−10.8% | Reduced |
| Pinebridge Investments LLC | 17,249 | $8.54M | 0.07% | −40,661−70.2% | Reduced |
| Nicholas Company, Inc. | 17,146 | $8.49M | 0.16% | −2,495−12.7% | Reduced |
| Azimuth Capital Investment Management LLC | 17,092 | $8.46M | 0.29% | −983−5.4% | Reduced |
| Utah Retirement Systems | 17,056 | $8.44M | 0.08% | −1,342−7.3% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 17,000 | $8.42M | 0.06% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 16,841 | $8.34M | 0.05% | −19,816−54.1% | Reduced |
| Stratos Wealth Advisors, LLC | 16,785 | $8.31M | 0.46% | −40.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 16,751 | $8.29M | 0.06% | −685−3.9% | Reduced |
| New York Life Investment Management LLC | 16,608 | $8.22M | 0.06% | −168−1.0% | Reduced |
| AIA Group Ltd | 16,599 | $8.22M | 0.10% | −4,630−21.8% | Reduced |
| First American Trust, FSB | 16,552 | $8.19M | 0.49% | −233−1.4% | Reduced |
| Rokos Capital Management LLP | 16,269 | $8.05M | 0.10% | +5,299+48.3% | Added |
| Elefante Mark B | 16,181 | $8.01M | 3.45% | +1,511+10.3% | Added |
| Bank of Nova Scotia | 16,143 | $7.99M | 0.01% | −3,617−18.3% | Reduced |
| McGuire Investment Group, LLC | 15,855 | $7.85M | 0.69% | +59+0.4% | Added |
| Hel Ved Capital Management Ltd | 15,840 | $7.84M | 1.11% | +15,840 | New |
| S-Bank Fund Management Ltd | 15,828 | $7.84M | 1.06% | +872+5.8% | Added |
| Sompo Asset Management Co., Ltd. | 15,812 | $7.83M | 1.28% | −592−3.6% | Reduced |
| Notis-McConarty Edward | 15,796 | $7.82M | 3.38% | +496+3.2% | Added |
| Groupe la Francaise | 15,750 | $7.80M | 0.10% | −5,985−27.5% | Reduced |
| SRS Capital Advisors, Inc. | 15,345 | $7.60M | 0.05% | +14,315+1,389.8% | Added |
| Ascent Wealth Partners, LLC | 15,133 | $7.49M | 0.75% | +507+3.5% | Added |
| Scopus Asset Management, L.P. | 15,029 | $7.44M | 0.18% | −12,204−44.8% | Reduced |
| Oddo BHF Asset Management SAS | 14,422 | $7.14M | 0.33% | +1,308+10.0% | Added |
| Silvercrest Asset Management Group LLC | 14,418 | $7.14M | 0.05% | −177−1.2% | Reduced |
| Jupiter Topco LLC | 14,389 | $7.13M | 0.00% | +14,389 | New |
| Farmers & Merchants Investments Inc | 14,223 | $7.04M | 0.17% | −23−0.2% | Reduced |
| Bill Few Associates, Inc. | 14,168 | $7.01M | 1.50% | −195−1.4% | Reduced |
| Pinnacle Financial Partners, Inc. | 14,134 | $7.00M | 0.05% | −185−1.3% | Reduced |
| Meeder Asset Management Inc | 14,122 | $6.99M | 0.36% | −11,498−44.9% | Reduced |
| Whitener Capital Management, Inc. | 13,920 | $6.89M | 1.46% | −388−2.7% | Reduced |
| Roberts Wealth Advisors, LLC | 13,788 | $6.83M | 1.55% | +251+1.9% | Added |
| Oregon Public Employees Retirement Fund | 13,624 | $6.74M | 0.07% | +758+5.9% | Added |
| Scotia Capital Inc. | 13,589 | $6.73M | 0.03% | +932+7.4% | Added |
| Fideuram Asset Management (Ireland) dac | 14,708 | $6.69M | 0.13% | +14,446+5,513.7% | Added |
| Glenmede Trust Co NA | 13,464 | $6.67M | 0.03% | +162+1.2% | Added |
| Mackenzie Financial Corp | 13,020 | $6.45M | 0.01% | −285−2.1% | Reduced |
| Beese Fulmer Investment Management, Inc. | 12,999 | $6.44M | 0.37% | −266−2.0% | Reduced |
| CIBC World Markets Inc. | 12,982 | $6.43M | 0.01% | +40.0% | Added |
| Omers Administration Corp | 12,949 | $6.41M | 0.04% | +1,275+10.9% | Added |
| Crossmark Global Holdings, Inc. | 12,898 | $6.39M | 0.08% | −1,080−7.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,678 | $6.28M | 0.01% | +691+5.8% | Added |
| Verition Fund Management LLC | 12,544 | $6.21M | 0.04% | +9,880+370.9% | Added |
| Two Sigma Investments, LP | 12,360 | $6.12M | 0.00% | −14,627−54.2% | Reduced |
| Virginia Retirement Systems Et Al | 12,360 | $6.12M | 0.04% | 00.0% | Unchanged |
| Kampmann Melissa S. | 12,327 | $6.10M | 4.61% | +13+0.1% | Added |
| Searle & Co. | 12,293 | $6.09M | 1.37% | 00.0% | Unchanged |
| OP Asset Management Ltd | 12,265 | $6.07M | 0.06% | +967+8.6% | Added |
| M&T Bank Corp | 12,129 | $6.00M | 0.02% | −132−1.1% | Reduced |
| Fiduciary Trust Co | 11,904 | $5.89M | 0.06% | −140−1.2% | Reduced |
| Dakota Wealth Management | 11,741 | $5.81M | 0.11% | +10,397+773.6% | Added |
| Morningstar Investment Management LLC | 16,181 | $5.81M | 0.36% | 00.0% | Unchanged |
| Everence Capital Management Inc | 11,678 | $5.78M | 0.30% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 11,466 | $5.68M | 0.02% | +977+9.3% | Added |
| Smithbridge Asset Management Inc | 11,392 | $5.64M | 0.77% | −131−1.1% | Reduced |
| Integrated Wealth Concepts LLC | 11,271 | $5.58M | 0.04% | +1,089+10.7% | Added |
| Dempze Nancy E | 11,261 | $5.58M | 2.67% | −56−0.5% | Reduced |
| Weatherly Asset Management L. P. | 11,170 | $5.53M | 0.39% | −400−3.5% | Reduced |
| Yousif Capital Management, LLC | 11,103 | $5.50M | 0.06% | −854−7.1% | Reduced |
| LGT Fund Management Co Ltd. | 10,995 | $5.44M | 0.23% | +1,275+13.1% | Added |
| Madison Asset Management, LLC | 10,967 | $5.43M | 0.06% | −532−4.6% | Reduced |
| KBC Group NV | 10,921 | $5.41M | 0.01% | +21+0.2% | Added |
| State of Alaska, Department of Revenue | 10,903 | $5.40M | 0.05% | −287−2.6% | Reduced |
| Baldwin Investment Management, LLC | 10,843 | $5.37M | 0.52% | +466+4.5% | Added |
| Rafferty Asset Management, LLC | 10,763 | $5.33M | 0.01% | +3,446+47.1% | Added |
| Aventail Capital Group, LP | 10,714 | $5.30M | 0.30% | −3,185−22.9% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 10,600 | $5.25M | 0.30% | 00.0% | Unchanged |