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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 5,504 | $2.73M | 0.06% | +170+3.2% | Added |
| Ossiam | 5,503 | $2.72M | 0.04% | +5,503 | New |
| Banque Cantonale Vaudoise | 5,374 | $2.66M | 0.10% | −863−13.8% | Reduced |
| Kornitzer Capital Management Inc | 5,367 | $2.66M | 0.06% | −37−0.7% | Reduced |
| Illinois Municipal Retirement Fund | 5,359 | $2.65M | 0.03% | +2,317+76.2% | Added |
| Aviance Capital Partners, LLC | 5,345 | $2.65M | 0.27% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,301 | $2.62M | 0.03% | −35−0.7% | Reduced |
| Savant Capital, LLC | 5,824 | $2.58M | 0.01% | +3,407+141.0% | Added |
| Twin Tree Management, LP | 5,205 | $2.58M | 0.40% | +3,036+140.0% | Added |
| Allworth Financial LP | 5,199 | $2.57M | 0.01% | +194+3.9% | Added |
| United Capital Financial Advisers, LLC | 5,155 | $2.55M | 0.01% | +519+11.2% | Added |
| First Commonwealth Financial Corp | 5,144 | $2.55M | 0.36% | +1,680+48.5% | Added |
| Warren Averett Asset Management, LLC | 5,076 | $2.51M | 0.01% | −201−3.8% | Reduced |
| Ancora Advisors, LLC | 5,023 | $2.49M | 0.05% | −970−16.2% | Reduced |
| Allianz SE | 4,962 | $2.46M | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 4,952 | $2.45M | 0.01% | +1,199+31.9% | Added |
| Vise Technologies, Inc. | 4,940 | $2.45M | 0.03% | +1,813+58.0% | Added |
| Banque Transatlantique SA | 5,217 | $2.44M | 0.05% | −1,056−16.8% | Reduced |
| Kestra Private Wealth Services, LLC | 4,912 | $2.43M | 0.03% | −1,122−18.6% | Reduced |
| Bessemer Group Inc | 4,882 | $2.42M | 0.00% | +396+8.8% | Added |
| Cookson Peirce & Co Inc | 4,874 | $2.41M | 0.08% | +595+13.9% | Added |
| WESPAC Advisors SoCal, LLC | 4,868 | $2.41M | 0.43% | +602+14.1% | Added |
| Tempus Wealth Planning, LLC | 4,862 | $2.41M | 0.47% | +4+0.1% | Added |
| MCF Advisors LLC | 4,784 | $2.37M | 0.08% | +40+0.8% | Added |
| Summit Trail Advisors, LLC | 4,778 | $2.37M | 0.03% | −2,709−36.2% | Reduced |
| IPG Investment Advisors LLC | 4,750 | $2.35M | 0.34% | +4,750 | New |
| Concurrent Investment Advisors, LLC | 4,682 | $2.32M | 0.02% | +122+2.7% | Added |
| Triangle Securities Wealth Management | 4,652 | $2.30M | 0.46% | −69−1.5% | Reduced |
| J. Safra Sarasin Holding AG | 5,711 | $2.30M | 0.03% | −2,723−32.3% | Reduced |
| SilverOak Wealth Management LLC | 4,640 | $2.30M | 0.30% | −1,750−27.4% | Reduced |
| Greenwood Capital Associates LLC | 4,640 | $2.30M | 0.23% | +4,640 | New |
| Elmwood Wealth Management, Inc. | 4,548 | $2.25M | 0.56% | −5−0.1% | Reduced |
| RSM US Wealth Management LLC | 4,522 | $2.24M | 0.02% | +427+10.4% | Added |
| Graham Capital Management, L.P. | 4,515 | $2.24M | 0.06% | +3,730+475.2% | Added |
| Axxcess Wealth Management, LLC | 4,452 | $2.20M | 0.04% | +4,452 | New |
| Northstar Advisory Group, LLC | 4,428 | $2.19M | 0.68% | +4,428 | New |
| Courier Capital LLC | 4,422 | $2.19M | 0.11% | +4+0.1% | Added |
| Penobscot Investment Management Company, Inc. | 4,358 | $2.16M | 0.15% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 4,355 | $2.16M | 0.02% | −248−5.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 4,314 | $2.14M | 0.07% | +119+2.8% | Added |
| Equitable Holdings, Inc. | 4,302 | $2.13M | 0.01% | −808−15.8% | Reduced |
| Pure Financial Advisors, Inc. | 4,294 | $2.13M | 0.03% | +2,385+124.9% | Added |
| Koshinski Asset Management, Inc. | 4,247 | $2.10M | 0.11% | +42+1.0% | Added |
| HB Wealth Management, LLC | 4,222 | $2.09M | 0.01% | +450+11.9% | Added |
| Hager Investment Management Services, LLC | 4,218 | $2.09M | 0.96% | +188+4.7% | Added |
| Resources Investment Advisors, LLC. | 4,189 | $2.07M | 0.02% | +149+3.7% | Added |
| Bowen Hanes & Co Inc | 5,735 | $2.06M | 0.05% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 4,365 | $2.05M | 0.43% | −335−7.1% | Reduced |
| Journey Advisory Group, LLC | 4,105 | $2.03M | 0.16% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 4,103 | $2.03M | 0.05% | +550+15.5% | Added |
| Beaumont Asset Management, L.L.C. | 4,092 | $2.03M | 0.79% | −15−0.4% | Reduced |
| J.W. Cole Advisors, Inc. | 4,072 | $2.02M | 0.03% | +4,072 | New |
| Merit Financial Group, LLC | 4,061 | $2.01M | 0.01% | +108+2.7% | Added |
| Y.D. More Investments Ltd | 4,055 | $2.01M | 0.06% | +178+4.6% | Added |
| Empirical Finance, LLC | 4,054 | $2.01M | 0.08% | +131+3.3% | Added |
| Avantax Planning Partners, Inc. | 4,043 | $2.00M | 0.05% | −75−1.8% | Reduced |
| TCG Advisory Services, LLC | 4,036 | $2.00M | 0.04% | +590+17.1% | Added |
| GAMMA Investing LLC | 4,006 | $1.98M | 0.07% | +259+6.9% | Added |
| Centaurus Financial, Inc. | 3,996 | $1.98M | 0.08% | −45−1.1% | Reduced |
| Horizon Investments, LLC | 3,971 | $1.97M | 0.02% | −23,271−85.4% | Reduced |
| QRG Capital Management, Inc. | 3,968 | $1.96M | 0.02% | +376+10.5% | Added |
| Trium Capital LLP | 3,966 | $1.96M | 1.24% | +3,966 | New |
| Spirepoint Private Client, LLC | 3,940 | $1.95M | 0.16% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,938 | $1.95M | 0.02% | +683+21.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,926 | $1.94M | 0.03% | +747+23.5% | Added |
| Sandler Capital Management | 3,914 | $1.94M | 1.14% | +1,941+98.4% | Added |
| Wealthcare Advisory Partners LLC | 3,913 | $1.94M | 0.04% | −184−4.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,895 | $1.93M | 0.02% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 3,884 | $1.92M | 0.02% | +2,725+235.1% | Added |
| Blue Jean Financial LLC | 3,859 | $1.91M | 1.33% | +3,859 | New |
| Confluence Wealth Services, Inc. | 3,821 | $1.89M | 0.05% | +1,272+49.9% | Added |
| HM Payson & Co | 3,758 | $1.86M | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 3,715 | $1.84M | 0.03% | −462−11.1% | Reduced |
| Mindset Wealth Management, LLC | 3,707 | $1.84M | 0.35% | +404+12.2% | Added |
| Atria Investments LLC | 3,694 | $1.83M | 0.02% | +95+2.6% | Added |
| Wedbush Securities Inc | 3,685 | $1.82M | 0.05% | +396+12.0% | Added |
| Strengthening Families & Communities, LLC | 3,650 | $1.81M | 0.40% | +194+5.6% | Added |
| Agate Pass Investment Management, LLC | 3,630 | $1.80M | 0.66% | −650−15.2% | Reduced |
| HBK Sorce Advisory LLC | 3,965 | $1.78M | 0.03% | +479+13.7% | Added |
| Prospera Financial Services Inc | 3,585 | $1.78M | 0.03% | −28−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,568 | $1.77M | 0.02% | −27−0.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,560 | $1.76M | 0.07% | +3,560 | New |
| OmniStar Financial Group, Inc. | 3,554 | $1.76M | 0.81% | +243+7.3% | Added |
| Plato Investment Management Ltd | 3,556 | $1.75M | 0.10% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 3,522 | $1.74M | 0.08% | +996+39.4% | Added |
| Connecticut Wealth Management, LLC | 3,516 | $1.74M | 0.06% | +71+2.1% | Added |
| Ostrum Asset Management | 3,495 | $1.73M | 0.08% | −784−18.3% | Reduced |
| Sigma Planning Corp | 3,494 | $1.73M | 0.04% | +21+0.6% | Added |
| Strong Tower Advisory Services | 3,470 | $1.72M | 0.31% | +162+4.9% | Added |
| Marietta Investment Partners LLC | 3,467 | $1.72M | 0.30% | +342+10.9% | Added |
| North Dakota State Investment Board | 3,446 | $1.71M | 0.07% | −398−10.4% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 3,425 | $1.70M | 0.01% | +29+0.9% | Added |
| Private Wealth Asset Management, LLC | 3,422 | $1.69M | 0.16% | 00.0% | Unchanged |
| Heritage Trust Co | 3,356 | $1.66M | 0.14% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,352 | $1.66M | 0.09% | +243+7.8% | Added |
| Natural Investments, LLC | 3,336 | $1.65M | 0.36% | +844+33.9% | Added |
| VestGen Advisors, LLC | 3,326 | $1.65M | 0.05% | −80−2.3% | Reduced |
| Private Trust Co NA | 3,323 | $1.65M | 0.13% | −4−0.1% | Reduced |
| Trust Co of Vermont | 3,318 | $1.64M | 0.06% | +3,318 | New |
| Pictet & Cie (Europe) SA | 3,314 | $1.64M | 0.03% | +108+3.4% | Added |