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 |
|---|---|---|---|---|---|
| BW Gestao de Investimentos Ltda. | 10,431 | $5.16M | 0.12% | +10,431 | New |
| Macquarie Group Ltd | 10,427 | $5.16M | 0.02% | +608+6.2% | Added |
| Charter Trust Co | 10,396 | $5.15M | 0.28% | +112+1.1% | Added |
| First Pacific Financial | 10,348 | $5.12M | 0.61% | −212−2.0% | Reduced |
| Pacer Advisors, Inc. | 10,233 | $5.07M | 0.01% | +2,741+36.6% | Added |
| Nomura Holdings Inc | 10,083 | $4.99M | 0.02% | −42,949−81.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 9,915 | $4.91M | 0.01% | −529−5.1% | Reduced |
| Private Advisor Group, LLC | 9,897 | $4.90M | 0.02% | +709+7.7% | Added |
| Wealthfront Advisers LLC | 9,769 | $4.84M | 0.01% | +430+4.6% | Added |
| Jane Street Group, LLC | 9,738 | $4.82M | 0.00% | +4,502+86.0% | Added |
| Canada Post Corp Registered Pension Plan | 9,721 | $4.81M | 0.17% | +1,269+15.0% | Added |
| Brinker Capital Investments, LLC | 9,565 | $4.74M | 0.04% | +20+0.2% | Added |
| Lansdowne Partners (UK) LLP | 9,146 | $4.53M | 0.19% | −4,911−34.9% | Reduced |
| Advisory Services Network, LLC | 9,074 | $4.49M | 0.05% | +242+2.7% | Added |
| Stratos Wealth Partners, LTD. | 9,019 | $4.47M | 0.04% | +2,098+30.3% | Added |
| Buckhead Capital Management LLC | 9,019 | $4.47M | 1.53% | +486+5.7% | Added |
| Westport Asset Management Inc | 9,000 | $4.46M | 1.82% | 00.0% | Unchanged |
| Andra AP-fonden | 8,963 | $4.44M | 0.05% | −47,760−84.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 8,960 | $4.44M | 0.18% | +8,960 | New |
| Evelyn Partners Group Ltd | 8,852 | $4.38M | 0.08% | +8,852 | New |
| Teachers Retirement System of the State of Kentucky | 8,832 | $4.37M | 0.03% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 8,711 | $4.31M | 0.07% | +1,918+28.2% | Added |
| Guyasuta Investment Advisors Inc | 8,623 | $4.27M | 0.22% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 8,543 | $4.23M | 0.08% | −118−1.4% | Reduced |
| Zacks Investment Management | 8,513 | $4.21M | 0.03% | +637+8.1% | Added |
| Greenleaf Trust | 8,507 | $4.21M | 0.04% | −23−0.3% | Reduced |
| BNP Paribas | 8,595 | $4.19M | 0.11% | +1,143+15.3% | Added |
| Intech Investment Management LLC | 8,448 | $4.18M | 0.04% | −363−4.1% | Reduced |
| Cresset Asset Management, LLC | 8,350 | $4.13M | 0.02% | +258+3.2% | Added |
| Fayez Sarofim & Co | 8,338 | $4.13M | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 8,004 | $3.96M | 0.01% | +12+0.2% | Added |
| Eukles Asset Management | 7,945 | $3.93M | 1.62% | −334−4.0% | Reduced |
| SIH Partners, LLLP | 7,929 | $3.93M | 0.16% | +40+0.5% | Added |
| Saudi Central Bank | 7,865 | $3.89M | 0.05% | +3,715+89.5% | Added |
| Caxton Associates LLP | 7,828 | $3.88M | 0.07% | +3,090+65.2% | Added |
| TD Waterhouse Canada Inc. | 7,861 | $3.80M | 0.01% | −304−3.7% | Reduced |
| Central Pacific Bank - Trust Division | 7,662 | $3.79M | 0.39% | +2,597+51.3% | Added |
| Slow Capital, Inc. | 7,657 | $3.79M | 0.44% | +269+3.6% | Added |
| Hudson Bay Capital Management LP | 7,656 | $3.79M | 0.02% | +7,656 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,383 | $3.75M | 0.02% | +415+6.0% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 7,561 | $3.74M | 1.95% | −123−1.6% | Reduced |
| Legacy Financial Independent Advisors LLC | 7,524 | $3.72M | 1.75% | +7,524 | New |
| Front Row Advisors LLC | 8,333 | $3.72M | 1.08% | −538−6.1% | Reduced |
| Jefferies Financial Group Inc. | 7,385 | $3.66M | 0.03% | +811+12.3% | Added |
| Alerus Financial NA | 7,357 | $3.64M | 0.16% | −3,240−30.6% | Reduced |
| Ascent Group, LLC | 7,354 | $3.64M | 0.11% | +254+3.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 7,240 | $3.58M | 0.03% | +2,104+41.0% | Added |
| Investment Management Corp of Ontario | 7,170 | $3.55M | 0.04% | −880−10.9% | Reduced |
| Kentucky Retirement Systems | 7,144 | $3.54M | 0.09% | −4,305−37.6% | Reduced |
| Patton Fund Management, Inc. | 7,089 | $3.51M | 0.76% | −3,387−32.3% | Reduced |
| Argent Trust Co | 6,994 | $3.46M | 0.10% | +1,826+35.3% | Added |
| Venture Visionary Partners LLC | 6,986 | $3.46M | 0.10% | −809−10.4% | Reduced |
| Boston Common Asset Management, LLC | 6,971 | $3.45M | 0.20% | +950+15.8% | Added |
| Knollwood Investment Advisory, LLC | 6,950 | $3.44M | 0.31% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 6,891 | $3.41M | 0.08% | +489+7.6% | Added |
| Norinchukin Bank, The | 6,871 | $3.40M | 0.03% | −430−5.9% | Reduced |
| Benedict Financial Advisors Inc | 6,867 | $3.40M | 0.66% | −6−0.1% | Reduced |
| Northcape Wealth Management, LLC | 6,835 | $3.38M | 0.89% | +4+0.1% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,800 | $3.37M | 0.06% | −520−7.1% | Reduced |
| Impax Asset Management Group plc | 6,690 | $3.31M | 0.02% | +291+4.5% | Added |
| Riverbridge Partners LLC | 6,689 | $3.31M | 0.09% | −96−1.4% | Reduced |
| BOCHK Asset Management Ltd | 6,650 | $3.29M | 0.52% | +6,650 | New |
| Ci Investments Inc. | 6,640 | $3.29M | 0.01% | +4,191+171.1% | Added |
| iA Global Asset Management Inc. | 6,635 | $3.29M | 0.04% | −2,262−25.4% | Reduced |
| Vident Advisory, LLC | 6,582 | $3.26M | 0.02% | −1,168−15.1% | Reduced |
| Laird Norton Trust Company, LLC | 6,543 | $3.24M | 0.06% | +121+1.9% | Added |
| WoodTrust Financial Corp | 6,537 | $3.24M | 0.38% | +20.0% | Added |
| Allstate Corp | 6,531 | $3.23M | 0.03% | −4,194−39.1% | Reduced |
| Financial Advisory Service, Inc. | 6,483 | $3.21M | 0.17% | +585+9.9% | Added |
| Aptus Capital Advisors, LLC | 6,441 | $3.19M | 0.02% | +19+0.3% | Added |
| Woodline Partners LP | 6,398 | $3.17M | 0.01% | −33,166−83.8% | Reduced |
| Addison Capital Co | 6,185 | $3.06M | 0.50% | +269+4.5% | Added |
| Smith Group Asset Management, LLC | 6,171 | $3.06M | 0.12% | −1,473−19.3% | Reduced |
| Wealthspire Advisors, LLC | 6,154 | $3.05M | 0.02% | +17+0.3% | Added |
| Hartford Investment Management Co | 6,140 | $3.04M | 0.09% | −265−4.1% | Reduced |
| Maryland State Retirement & Pension System | 6,090 | $3.02M | 0.05% | +446+7.9% | Added |
| Vestmark Advisory Solutions, Inc. | 6,066 | $3.00M | 0.03% | +296+5.1% | Added |
| Richard C. Young & CO., LTD. | 6,034 | $2.99M | 0.22% | −88−1.4% | Reduced |
| Summit Financial, LLC | 6,000 | $2.97M | 0.03% | −284−4.5% | Reduced |
| MML Investors Services, LLC | 5,982 | $2.96M | 0.01% | +2,264+60.9% | Added |
| AE Wealth Management LLC | 5,947 | $2.94M | 0.01% | +3,455+138.6% | Added |
| Vectors Research Management, LLC | 5,935 | $2.94M | 0.77% | +41+0.7% | Added |
| Pinnacle Associates Ltd | 5,930 | $2.94M | 0.03% | +1,411+31.2% | Added |
| Moneta Group Investment Advisors LLC | 5,910 | $2.93M | 0.02% | −797−11.9% | Reduced |
| Hudson Valley Investment Advisors Inc | 5,870 | $2.91M | 0.35% | −913−13.5% | Reduced |
| Ofi Invest Asset Management | 6,522 | $2.89M | 0.03% | +428+7.0% | Added |
| CAPROCK Group, Inc. | 5,825 | $2.88M | 0.06% | +2,439+72.0% | Added |
| Mount Yale Investment Advisors, LLC | 5,777 | $2.86M | 0.05% | −132−2.2% | Reduced |
| Summit Asset Management, LLC | 5,767 | $2.86M | 0.37% | +23+0.4% | Added |
| Ameritas Advisory Services, LLC | 5,746 | $2.84M | 0.06% | +3,197+125.4% | Added |
| Phoenix Holdings Ltd. | 5,746 | $2.84M | 0.02% | +110+2.0% | Added |
| Louisiana State Employees Retirement System | 5,700 | $2.82M | 0.04% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 5,697 | $2.82M | 0.82% | −8−0.1% | Reduced |
| Main Management ETF Advisors, LLC | 5,679 | $2.81M | 0.09% | −1,448−20.3% | Reduced |
| Park Avenue Securities LLC | 5,640 | $2.79M | 0.02% | +262+4.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 5,638 | $2.79M | 0.10% | +400+7.6% | Added |
| Benjamin Edwards Inc | 5,633 | $2.79M | 0.03% | −51−0.9% | Reduced |
| Davis-Rea Ltd. | 5,604 | $2.77M | 0.79% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,576 | $2.76M | 0.07% | +400+7.7% | Added |
| Wesbanco Bank Inc | 5,573 | $2.76M | 0.07% | −224−3.9% | Reduced |