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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 3,309 | $1.64M | 0.01% | −254−7.1% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 3,303 | $1.64M | 0.14% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 3,296 | $1.63M | 0.03% | +1,451+78.6% | Added |
| Adviser Investments LLC | 3,276 | $1.62M | 0.02% | −44−1.3% | Reduced |
| Brevan Howard Capital Management LP | 3,260 | $1.61M | 0.02% | −9,789−75.0% | Reduced |
| Avanza Fonder AB | 3,231 | $1.60M | 0.03% | +2,641+447.6% | Added |
| CORDA Investment Management, LLC. | 3,216 | $1.59M | 0.10% | +228+7.6% | Added |
| Perigon Wealth Management, LLC | 3,180 | $1.57M | 0.02% | +252+8.6% | Added |
| Convergence Investment Partners, LLC | 3,174 | $1.57M | 0.15% | −84−2.6% | Reduced |
| Agf Management Ltd | 3,150 | $1.56M | 0.01% | −226,769−98.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 3,143 | $1.56M | 0.05% | +389+14.1% | Added |
| Alpha Wealth Funds, LLC | 3,083 | $1.54M | 0.95% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 3,102 | $1.54M | 0.07% | +364+13.3% | Added |
| Uncommon Cents Investing LLC | 3,100 | $1.53M | 0.33% | −10−0.3% | Reduced |
| Fire Capital Management LLC | 3,092 | $1.53M | 0.62% | −147−4.5% | Reduced |
| Apella Capital, LLC | 3,261 | $1.53M | 0.02% | +28+0.9% | Added |
| V-Square Quantitative Management LLC | 3,032 | $1.50M | 0.14% | +246+8.8% | Added |
| Alpine Woods Capital Investors, LLC | 3,021 | $1.50M | 0.34% | +3,021 | New |
| Wellington Management Group LLP | 3,020 | $1.50M | 0.00% | +181+6.4% | Added |
| Carmel Capital Partners, LLC | 3,013 | $1.49M | 0.49% | −3,263−52.0% | Reduced |
| RBF Capital, LLC | 3,000 | $1.49M | 0.06% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 2,983 | $1.48M | 0.02% | +1,082+56.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 2,964 | $1.47M | 0.09% | −14−0.5% | Reduced |
| Westwood Holdings Group Inc. | 2,964 | $1.47M | 0.01% | −117−3.8% | Reduced |
| Wedmont Private Capital | 3,101 | $1.46M | 0.04% | +120+4.0% | Added |
| MONECO Advisors, LLC | 2,949 | $1.46M | 0.09% | +11+0.4% | Added |
| Capital Asset Advisory Services LLC | 2,937 | $1.45M | 0.05% | 00.0% | Unchanged |
| Finivi Inc. | 2,935 | $1.45M | 0.75% | +30+1.0% | Added |
| CLG LLC | 2,917 | $1.44M | 0.32% | −9−0.3% | Reduced |
| Farther Finance Advisors, LLC | 2,917 | $1.44M | 0.01% | −85−2.8% | Reduced |
| Coldstream Capital Management Inc | 2,895 | $1.43M | 0.02% | −140−4.6% | Reduced |
| denkapparat Operations GmbH | 2,876 | $1.42M | 0.47% | +378+15.1% | Added |
| Burney Co | 2,875 | $1.42M | 0.04% | +91+3.3% | Added |
| First Foundation Advisors | 2,861 | $1.42M | 0.05% | +71+2.5% | Added |
| Assetmark, Inc | 2,855 | $1.41M | 0.00% | +1,195+72.0% | Added |
| Global Retirement Partners, LLC | 2,850 | $1.41M | 0.02% | +2,850 | New |
| Prosperity Financial Group, Inc. | 2,846 | $1.41M | 0.44% | +6+0.2% | Added |
| Cyndeo Wealth Partners, LLC | 2,836 | $1.40M | 0.07% | −23−0.8% | Reduced |
| Snowden Capital Advisors LLC | 2,828 | $1.40M | 0.03% | −632−18.3% | Reduced |
| Capital Investment Advisors, LLC | 2,814 | $1.39M | 0.02% | +22+0.8% | Added |
| Monetta Financial Services Inc | 2,800 | $1.39M | 0.93% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 2,993 | $1.38M | 0.05% | −101−3.3% | Reduced |
| Dark Forest Capital Management LP | 2,788 | $1.38M | 0.09% | +1,577+130.2% | Added |
| Sit Investment Associates Inc | 2,780 | $1.38M | 0.03% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,778 | $1.38M | 0.11% | −114−3.9% | Reduced |
| Beaton Management Co. Inc. | 2,768 | $1.37M | 0.56% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,766 | $1.37M | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 2,691 | $1.33M | 0.03% | −1,512−36.0% | Reduced |
| Wahed Invest LLC | 2,673 | $1.32M | 0.14% | −179−6.3% | Reduced |
| Siemens Fonds Invest GmbH | 2,662 | $1.32M | 0.06% | +40+1.5% | Added |
| Circle Wealth Management, LLC | 2,662 | $1.32M | 0.02% | +1,169+78.3% | Added |
| Acropolis Investment Management, LLC | 2,656 | $1.32M | 0.05% | −25−0.9% | Reduced |
| Evermay Wealth Management LLC | 2,649 | $1.31M | 0.14% | +1,052+65.9% | Added |
| Umb Bank N A | 2,647 | $1.31M | 0.02% | −9−0.3% | Reduced |
| Generali Asset Management SPA SGR | 2,633 | $1.30M | 0.02% | −3,054−53.7% | Reduced |
| WBI Investments | 2,627 | $1.30M | 0.32% | +1,002+61.7% | Added |
| Quantum Private Wealth, LLC | 2,621 | $1.30M | 0.33% | −69−2.6% | Reduced |
| Interchange Capital Partners, LLC | 2,602 | $1.29M | 0.24% | +394+17.8% | Added |
| Integrated Advisors Network LLC | 2,580 | $1.28M | 0.06% | −8−0.3% | Reduced |
| Decatur Capital Management, Inc. | 2,574 | $1.27M | 0.43% | +2,574 | New |
| Moss Adams Wealth Advisors LLC | 2,535 | $1.26M | 0.08% | +9+0.4% | Added |
| Advisors Capital Management, LLC | 2,531 | $1.25M | 0.01% | +101+4.2% | Added |
| Crestwood Advisors Group LLC | 2,514 | $1.24M | 0.02% | +739+41.6% | Added |
| Bourgeon Capital Management LLC | 2,503 | $1.24M | 0.19% | +751+42.9% | Added |
| Golden State Wealth Management, LLC | 2,501 | $1.24M | 0.11% | 00.0% | Unchanged |
| Caption Management, LLC | 2,500 | $1.24M | 0.04% | +2,500 | New |
| Campbell & CO Investment Adviser LLC | 2,485 | $1.23M | 0.06% | −1,034−29.4% | Reduced |
| Syon Capital LLC | 2,467 | $1.22M | 0.05% | +352+16.6% | Added |
| Financial Management Network Inc | 2,641 | $1.22M | 0.18% | +10.0% | Added |
| Stonebridge Capital Advisors LLC | 2,450 | $1.21M | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 2,433 | $1.20M | 0.05% | −10−0.4% | Reduced |
| Whittier Trust Co | 2,478 | $1.20M | 0.01% | +18+0.7% | Added |
| Cito Capital Group, LLC | 2,400 | $1.19M | 0.32% | 00.0% | Unchanged |
| Associated Banc-Corp | 2,383 | $1.18M | 0.03% | +1,000+72.3% | Added |
| Coppell Advisory Solutions LLC | 4,769 | $1.18M | 0.35% | +4,769 | New |
| Western Wealth Management, LLC | 2,377 | $1.18M | 0.04% | +4+0.2% | Added |
| Callan Family Office, LLC | 2,374 | $1.18M | 0.02% | +13+0.6% | Added |
| Mystic Asset Management, Inc. | 2,373 | $1.17M | 0.25% | 00.0% | Unchanged |
| SCS Capital Management LLC | 2,355 | $1.17M | 0.01% | +6+0.3% | Added |
| Signaturefd, LLC | 2,354 | $1.17M | 0.02% | +313+15.3% | Added |
| Professional Advisory Services Inc | 2,350 | $1.16M | 0.14% | +1,500+176.5% | Added |
| Smartleaf Asset Management LLC | 2,410 | $1.16M | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 2,348 | $1.16M | 0.05% | −227−8.8% | Reduced |
| Drake & Associates, LLC | 2,345 | $1.16M | 0.20% | +182+8.4% | Added |
| Mendel Money Management | 2,332 | $1.15M | 0.42% | −300−11.4% | Reduced |
| Atomi Financial Group, Inc. | 2,317 | $1.15M | 0.03% | +27+1.2% | Added |
| Massmutual Trust Co FSB | 2,314 | $1.15M | 0.03% | −307−11.7% | Reduced |
| Kinneret Advisory, LLC | 2,311 | $1.14M | 0.09% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $1.14M | 0.38% | 00.0% | Unchanged |
| Vestcor Inc | 2,290 | $1.13M | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,269 | $1.12M | 0.15% | 00.0% | Unchanged |
| Torrey-Payne Wealth Management, LLC | 2,264 | $1.12M | 0.92% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 2,258 | $1.12M | 0.03% | +165+7.9% | Added |
| Brighton Jones LLC | 2,253 | $1.12M | 0.02% | +58+2.6% | Added |
| Marble Wealth, LLC | 2,245 | $1.11M | 0.17% | −27−1.2% | Reduced |
| NewEdge Wealth, LLC | 2,234 | $1.11M | 0.01% | −166−6.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,226 | $1.10M | 0.01% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,216 | $1.10M | 0.06% | +623+39.1% | Added |
| Hoge Financial Services, LLC | 2,215 | $1.10M | 0.53% | +3+0.1% | Added |
| Chicago Partners Investment Group LLC | 2,378 | $1.10M | 0.02% | +833+53.9% | Added |