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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 2,211 | $1.09M | 0.09% | +205+10.2% | Added |
| North Star Investment Management Corp. | 2,210 | $1.09M | 0.06% | +41+1.9% | Added |
| Meeder Advisory Services, Inc. | 2,200 | $1.09M | 0.04% | −15−0.7% | Reduced |
| Equitable Trust Co | 2,196 | $1.09M | 0.05% | +34+1.6% | Added |
| Gateway Investment Advisers LLC | 2,181 | $1.08M | 0.01% | −26−1.2% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 2,180 | $1.08M | 0.06% | +1,424+188.4% | Added |
| AlphaCore Capital LLC | 2,166 | $1.07M | 0.02% | +811+59.9% | Added |
| NVWM, LLC | 2,149 | $1.06M | 0.21% | +2,148+214,800.0% | Added |
| Ballentine Partners, LLC | 2,138 | $1.06M | 0.01% | +191+9.8% | Added |
| Strategic Blueprint, LLC | 2,131 | $1.06M | 0.05% | +194+10.0% | Added |
| First Citizens Bank & Trust Co | 2,102 | $1.04M | 0.02% | −1,213−36.6% | Reduced |
| Neville Rodie & Shaw Inc | 2,100 | $1.04M | 0.07% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $1.04M | 0.40% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 2,097 | $1.04M | 0.02% | +310+17.3% | Added |
| BankChampaign, National Association | 2,093 | $1.04M | 0.80% | +114+5.8% | Added |
| Stableford Capital II LLC | 2,050 | $1.01M | 0.35% | −44−2.1% | Reduced |
| Wallace Hart LLC | 2,047 | $1.01M | 0.63% | +149+7.9% | Added |
| Quadrant Capital Group LLC | 2,042 | $1.01M | 0.03% | +127+6.6% | Added |
| Stewardship Concepts Financial Services LLC | 2,034 | $1.01M | 0.68% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,031 | $1.01M | 0.04% | +152+8.1% | Added |
| Flputnam Investment Management Co | 2,022 | $1.00M | 0.01% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 2,018 | $999.1K | 0.66% | −51−2.5% | Reduced |
| AlphaCentric Advisors LLC | 2,000 | $990.2K | 0.84% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 1,984 | $982.2K | 0.03% | +1,984 | New |
| Argent Advisors, Inc. | 1,982 | $981.2K | 0.25% | 00.0% | Unchanged |
| Commerzbank Aktiengesellschaft | 1,972 | $976.0K | 0.02% | +1,141+137.3% | Added |
| Cascade Financial Partners, LLC | 1,971 | $975.8K | 0.08% | +6+0.3% | Added |
| Oxford Financial Group Ltd | 1,962 | $971.3K | 0.05% | −105−5.1% | Reduced |
| Verus Capital Partners, LLC | 1,955 | $967.9K | 0.05% | −23−1.2% | Reduced |
| Stiles Financial Services Inc | 1,913 | $947.1K | 0.24% | −72−3.6% | Reduced |
| Covestor Ltd | 1,899 | $940.0K | 0.54% | +1,785+1,565.8% | Added |
| Hilltop Holdings Inc. | 1,886 | $933.7K | 0.08% | +843+80.8% | Added |
| Frec Markets, Inc. | 1,885 | $933.2K | 0.08% | +1,099+139.8% | Added |
| TigerOak Management, L.L.C. | 1,884 | $932.7K | 0.26% | −2−0.1% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,883 | $932.2K | 0.63% | 00.0% | Unchanged |
| TCW Group Inc | 1,873 | $927.3K | 0.01% | +3+0.2% | Added |
| MTM Investment Management, LLC | 1,869 | $925.3K | 0.26% | +11+0.6% | Added |
| Annex Advisory Services, LLC | 1,861 | $921.6K | 0.02% | +531+39.9% | Added |
| Aprio Wealth Management, LLC | 1,831 | $906.7K | 0.04% | +30+1.7% | Added |
| Focus Financial Network, Inc. | 1,806 | $893.9K | 0.03% | +32+1.8% | Added |
| IFP Advisors, Inc | 1,801 | $891.6K | 0.02% | −269−13.0% | Reduced |
| LMR Partners LLP | 1,790 | $886.2K | 0.01% | +340+23.4% | Added |
| Argonautica Private Wealth Management, Inc | 1,777 | $879.8K | 0.21% | −2−0.1% | Reduced |
| Advisory Solutions Group, LLC | 1,751 | $867.1K | 0.30% | +1,751 | New |
| Northwest & Ethical Investments L.P. | 1,739 | $860.9K | 0.02% | −1,369−44.0% | Reduced |
| Brown Financial Advisors | 1,730 | $856.5K | 0.30% | −317−15.5% | Reduced |
| Regions Financial Corp | 1,727 | $855.0K | 0.01% | −308−15.1% | Reduced |
| Global Assets Advisory, LLC | 1,751 | $850.7K | 0.19% | +57+3.4% | Added |
| OpenArc Corporate Advisory, LLC | 1,717 | $850.1K | 0.01% | +490+39.9% | Added |
| Eagle Wealth Strategies LLC | 1,707 | $845.1K | 0.32% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,704 | $843.8K | 0.02% | −170−9.1% | Reduced |
| Parallel Advisors, LLC | 1,701 | $842.5K | 0.01% | +172+11.2% | Added |
| Claro Advisors LLC | 1,695 | $839.3K | 0.09% | +4+0.2% | Added |
| Harbour Investments, Inc. | 1,687 | $835.3K | 0.01% | −47−2.7% | Reduced |
| Mediolanum International Funds Ltd | 1,731 | $834.9K | 0.01% | +1,731 | New |
| Davis Investment Partners, LLC | 1,685 | $834.2K | 0.25% | −100−5.6% | Reduced |
| Chatham Capital Group, Inc. | 1,684 | $833.7K | 0.11% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,666 | $824.7K | 0.07% | −1−0.1% | Reduced |
| BigSur Wealth Management LLC | 1,664 | $823.8K | 0.20% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,662 | $822.8K | 0.42% | −53−3.1% | Reduced |
| Watershed Private Wealth LLC | 1,662 | $822.8K | 0.23% | 00.0% | Unchanged |
| Uniting Wealth Partners, LLC | 1,658 | $820.8K | 0.17% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,654 | $818.9K | 0.02% | +646+64.1% | Added |
| Marble Harbor Investment Counsel, LLC | 1,650 | $816.9K | 0.08% | −100−5.7% | Reduced |
| Taylor Financial Group, Inc. | 1,648 | $815.9K | 0.45% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,636 | $810.3K | 0.09% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,635 | $809.5K | 0.10% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1,616 | $800.0K | 0.28% | +5+0.3% | Added |
| GLOBALT Investments LLC | 1,612 | $798.1K | 0.03% | −50−3.0% | Reduced |
| Westside Investment Management, Inc. | 1,605 | $794.6K | 0.10% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,603 | $793.6K | 0.05% | +94+6.2% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $792.1K | 0.16% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,600 | $792.1K | 0.09% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,600 | $792.1K | 0.04% | +1,600 | New |
| Belpointe Asset Management LLC | 1,592 | $788.5K | 0.03% | +45+2.9% | Added |
| Savvy Advisors, Inc. | 1,583 | $783.8K | 0.02% | +108+7.3% | Added |
| Cornerstone Wealth Group, LLC | 1,581 | $782.7K | 0.05% | +195+14.1% | Added |
| Capital Financial Group Inc | 1,576 | $780.3K | 0.41% | +76+5.1% | Added |
| Evercore Wealth Management, LLC | 1,563 | $773.8K | 0.01% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 0 | $772.8K | 0.18% | 0 | New |
| Sovran Advisors, LLC | 1,616 | $761.5K | 0.06% | −582−26.5% | Reduced |
| Chesapeake Capital Corp | 1,529 | $757.0K | 0.41% | +103+7.2% | Added |
| Inscription Capital, LLC | 1,526 | $755.5K | 0.07% | +338+28.5% | Added |
| Asset Advisory Group, Inc. | 1,523 | $754.0K | 0.33% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 1,518 | $752.0K | 0.05% | +1,518 | New |
| Symphony Financial, Ltd. Co. | 1,546 | $745.8K | 0.08% | +248+19.1% | Added |
| Drucker Wealth 3.0, LLC | 1,501 | $743.3K | 0.12% | +14+0.9% | Added |
| Empirical Asset Management, LLC | 1,501 | $743.1K | 0.17% | +1,501 | New |
| Empower Advisory Group, LLC | 1,499 | $742.1K | 0.00% | −25−1.6% | Reduced |
| Verdence Capital Advisors LLC | 1,497 | $741.1K | 0.04% | −49−3.2% | Reduced |
| Anb Bank | 1,493 | $739.2K | 0.28% | −61−3.9% | Reduced |
| 1st Source Bank | 1,490 | $737.7K | 0.03% | −10−0.7% | Reduced |
| Hunter Associates Investment Management LLC | 1,491 | $737.0K | 0.08% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,488 | $736.9K | 0.28% | −54−3.5% | Reduced |
| XML Financial, LLC | 1,488 | $736.7K | 0.05% | −100−6.3% | Reduced |
| Bridgewater Advisors Inc. | 1,528 | $735.0K | 0.04% | +1,057+224.4% | Added |
| Nations Financial Group Inc, | 1,483 | $734.7K | 0.04% | +36+2.5% | Added |
| Atlantic Trust, LLC | 1,464 | $725.0K | 0.09% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,456 | $721.0K | 0.25% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 1,456 | $721.0K | 0.12% | +7+0.5% | Added |