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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 1,451 | $718.2K | 0.01% | +130+9.8% | Added |
| Tower Research Capital LLC (TRC) | 1,443 | $714.4K | 0.02% | +16+1.1% | Added |
| Kingsview Wealth Management, LLC | 1,442 | $713.7K | 0.01% | −507−26.0% | Reduced |
| Autumn Glory Partners, LLC | 1,437 | $711.4K | 0.20% | +1+0.1% | Added |
| Community Financial Services Group, LLC | 1,458 | $704.0K | 0.10% | 00.0% | Unchanged |
| Odyssean, LLC | 1,418 | $702.0K | 0.11% | +1,418 | New |
| Old National Bancorp | 1,417 | $701.5K | 0.01% | +36+2.6% | Added |
| Sagespring Wealth Partners, LLC | 1,414 | $699.9K | 0.01% | +142+11.2% | Added |
| Impact Partnership Wealth, LLC | 1,412 | $699.3K | 0.07% | +256+22.1% | Added |
| Costello Asset Management, INC | 1,409 | $697.6K | 0.21% | +9+0.6% | Added |
| Retirement Planning Group | 1,401 | $693.6K | 0.02% | +1,401 | New |
| Premier Path Wealth Partners, LLC | 1,398 | $692.2K | 0.08% | +138+11.0% | Added |
| Checchi Capital Advisers, LLC | 1,397 | $691.6K | 0.04% | +1+0.1% | Added |
| Sowell Financial Services LLC | 1,392 | $689.2K | 0.02% | −44−3.1% | Reduced |
| Leavell Investment Management, Inc. | 1,392 | $688.9K | 0.03% | +661+90.4% | Added |
| Richards, Merrill & Peterson, Inc. | 1,379 | $682.5K | 0.22% | +21+1.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,369 | $677.8K | 0.00% | +12+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 1,366 | $676.3K | 0.02% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,363 | $674.8K | 0.11% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,396 | $673.4K | 0.04% | −22−1.6% | Reduced |
| Frank, Rimerman Advisors LLC | 1,357 | $671.8K | 0.04% | +19+1.4% | Added |
| Hoey Investments, Inc | 1,354 | $670.3K | 0.09% | −20−1.5% | Reduced |
| Dillon & Associates Inc | 1,353 | $670.0K | 0.08% | +38+2.9% | Added |
| Simplicity Wealth,LLC | 1,347 | $667.0K | 0.02% | +168+14.2% | Added |
| Patrick M Sweeney & Associates, Inc | 1,347 | $666.8K | 0.38% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,346 | $666.4K | 0.03% | −2−0.1% | Reduced |
| Hutchinson Capital Management | 1,342 | $664.4K | 0.11% | −15−1.1% | Reduced |
| Capstone Capital Management Ltd | 1,339 | $662.9K | 0.30% | +1,339 | New |
| Armis Advisers, LLC | 1,372 | $662.3K | 0.06% | +227+19.8% | Added |
| Unique Wealth Strategies, LLC | 1,335 | $660.8K | 0.24% | +1,335 | New |
| Transcend Wealth Collective, LLC | 1,332 | $659.3K | 0.04% | −184−12.1% | Reduced |
| Great Valley Advisor Group, Inc. | 1,323 | $655.0K | 0.01% | −39−2.9% | Reduced |
| Revolve Wealth Partners, LLC | 1,315 | $650.9K | 0.07% | +65+5.2% | Added |
| TD Private Client Wealth LLC | 1,310 | $648.6K | 0.01% | +18+1.4% | Added |
| Modera Wealth Management, LLC | 1,303 | $645.1K | 0.01% | +1+0.1% | Added |
| DMG Group, LLC | 1,302 | $644.6K | 0.44% | −179−12.1% | Reduced |
| Valley Brook Capital Group | 1,300 | $643.6K | 0.37% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 1,290 | $638.5K | 0.20% | +7+0.5% | Added |
| High Net Worth Advisory Group LLC | 1,288 | $638.1K | 0.14% | +1,288 | New |
| Waldron Private Wealth LLC | 1,278 | $632.7K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,276 | $631.7K | 0.00% | +163+14.6% | Added |
| Cannon Financial Strategists, Inc. | 1,268 | $627.7K | 0.07% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,266 | $627.2K | 0.10% | +5+0.4% | Added |
| Brookstone Capital Management | 1,258 | $623.0K | 0.01% | +66+5.5% | Added |
| Resources Management Corp | 1,256 | $621.8K | 0.08% | −10−0.8% | Reduced |
| One Capital Management, LLC | 1,731 | $621.4K | 0.02% | 00.0% | Unchanged |
| Change Path, LLC | 1,255 | $621.3K | 0.01% | +27+2.2% | Added |
| Centerpoint Advisors, LLC | 1,250 | $619.0K | 0.18% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 1,250 | $618.9K | 0.05% | −250−16.7% | Reduced |
| Dara Capital US, Inc. | 1,241 | $614.4K | 0.42% | +296+31.3% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,240 | $613.9K | 0.07% | −164−11.7% | Reduced |
| Navalign, LLC | 1,233 | $610.5K | 0.14% | +4+0.3% | Added |
| Kovack Advisors, Inc. | 1,231 | $609.0K | 0.03% | +1+0.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,229 | $608.5K | 0.03% | +12+1.0% | Added |
| Principal Securities, Inc. | 1,228 | $608.0K | 0.01% | −241−16.4% | Reduced |
| NorthRock Partners, LLC | 1,228 | $608.0K | 0.01% | +44+3.7% | Added |
| Marathon Strategic Advisors, LLC | 1,225 | $606.5K | 0.34% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 1,225 | $606.5K | 0.21% | +1,225 | New |
| SmartHarvest Portfolios, LLC | 1,223 | $605.5K | 0.20% | +67+5.8% | Added |
| Steinberg Asset Management LLC | 1,223 | $605.5K | 0.38% | 00.0% | Unchanged |
| Montecito Bank & Trust | 1,222 | $605.0K | 0.09% | +420+52.4% | Added |
| Corient IA LLC | 1,220 | $604.0K | 0.56% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 1,219 | $603.5K | 0.13% | −260−17.6% | Reduced |
| Ninety One SA (PTY) Ltd | 1,222 | $601.0K | 0.03% | +1,222 | New |
| Maridea Wealth Management LLC | 1,211 | $599.3K | 0.07% | +77+6.8% | Added |
| Walleye Capital LLC | 1,207 | $597.6K | 0.00% | +1,207 | New |
| Stanley-Laman Group, Ltd. | 1,204 | $596.1K | 0.06% | +9+0.8% | Added |
| Safeguard Investment Advisory Group, LLC | 1,202 | $595.1K | 0.14% | +3+0.3% | Added |
| Cullinan Associates Inc | 1,200 | $594.1K | 0.04% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,200 | $594.1K | 0.08% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,199 | $593.6K | 0.02% | −25−2.0% | Reduced |
| Employees Retirement System of Texas | 1,197 | $593.0K | 0.00% | 00.0% | Unchanged |
| Portfolio Design Labs, LLC | 1,191 | $589.6K | 0.10% | −6−0.5% | Reduced |
| Monticello Wealth Management, LLC | 1,181 | $584.7K | 0.03% | −38−3.1% | Reduced |
| Ritholtz Wealth Management | 1,171 | $579.6K | 0.01% | +98+9.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,166 | $577.5K | 0.00% | −486−29.4% | Reduced |
| Versant Capital Management, Inc | 1,166 | $577.3K | 0.05% | +260+28.7% | Added |
| Meridian Wealth Management, LLC | 1,157 | $573.0K | 0.02% | −24−2.0% | Reduced |
| Madden Securities Corp | 1,155 | $571.8K | 0.16% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,150 | $571.5K | 0.27% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 1,152 | $570.3K | 0.06% | +1,152 | New |
| Wealth Enhancement Trust Services, Inc. | 1,141 | $564.9K | 0.06% | +679+147.0% | Added |
| DV Trading LLC | 1,138 | $563.4K | 0.05% | +498+77.8% | Added |
| Cedar Point Capital Partners, LLC | 1,134 | $561.4K | 0.32% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,132 | $560.4K | 0.01% | −42−3.6% | Reduced |
| Legacy Capital Group California, Inc. | 1,132 | $560.4K | 0.17% | +1,132 | New |
| Patron Partners Advisors, LLC | 1,131 | $559.9K | 0.22% | −39−3.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,124 | $556.5K | 0.01% | −75−6.3% | Reduced |
| Central Trust Co | 1,119 | $554.0K | 0.01% | +378+51.0% | Added |
| Profund Advisors LLC | 1,118 | $553.5K | 0.02% | +23+2.1% | Added |
| S.E.E.D. Planning Group LLC | 1,117 | $553.0K | 0.15% | −80−6.7% | Reduced |
| Regatta Capital Group, LLC | 1,114 | $551.5K | 0.07% | +300+36.9% | Added |
| Garner Asset Management Corp | 1,111 | $550.1K | 0.18% | +2+0.2% | Added |
| Fosun International Ltd | 1,110 | $549.5K | 0.12% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,110 | $549.4K | 0.21% | −37−3.2% | Reduced |
| Capital Investment Counsel, Inc | 1,105 | $547.1K | 0.06% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,103 | $546.3K | 0.01% | +386+53.8% | Added |
| Barnes Pettey Financial Advisors, LLC | 1,100 | $544.6K | 0.17% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,149 | $541.6K | 0.16% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 1,089 | $539.1K | 0.01% | −1,027−48.5% | Reduced |