ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026

1,549 institutional investment managers reported a ROK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $48.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← ROK stock profile

ROK in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

213

Added to

578

Trimmed

439

Sold out

Biggest buyers

JPMORGAN CHASEAdded · +1,011,222 sh+$500.6M
BlackRockAdded · +468,097 sh+$231.7M
AMERICAN CENTURY COMPANIESAdded · +305,357 sh+$151.2M
STATE STREETAdded · +265,978 sh+$131.7M
NORDEA INVESTMENT MANAGEMENT ABAdded · +261,330 sh+$129.4M

Biggest sellers

BALYASNY ASSET MANAGEMENT L.P.Trimmed · -342,244 sh-$169.4M
AGF MANAGEMENT LTDTrimmed · -226,769 sh-$112.3M
Holocene AdvisorsTrimmed · -201,706 sh-$99.9M
MILLENNIUM MANAGEMENTSold out · -199,360 sh-$98.7M
ONTARIO TEACHERS PENSION PLAN BOARDTrimmed · -173,071 sh-$85.7M

ROK 13F holders ranked 1–100 of 1,549

Institutional investors reporting a position in ROCKWELL AUTOMATION, INC on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 12,380,576 sh	12,380,576	$6.1B	0.09%	+3.9%
2	VANGUARD CAPITAL MANAGEMENT#2 · 7,270,705 sh	7,270,705	$3.6B	0.08%	-0.4%
3	VANGUARD PORTFOLIO MANAGEMENT#3 · 5,928,262 sh	5,928,262	$2.9B	0.13%	+1.4%
4	STATE STREET#4 · 5,323,990 sh	5,323,990	$2.6B	0.08%	+5.3%
5	GEODE CAPITAL MANAGEMENT#5 · 3,132,604 sh	3,132,604	$1.5B	0.08%	+2.4%
6	MORGAN STANLEY#6 · 3,040,314 sh	3,040,314	$1.5B	0.08%	+7.7%
7	JPMORGAN CHASE#7 · 2,919,588 sh	2,919,588	$1.4B	0.08%	+53.0%
8	UBS Group AG#8 · 2,183,669 sh	2,183,669	$1.1B	0.14%	+0.2%
9	GOLDMAN SACHS GROUP#9 · 1,933,275 sh	1,933,275	$957.1M	0.08%	+0.6%
10	Invesco Ltd.#10 · 1,820,740 sh	1,820,740	$901.4M	0.07%	+8.0%
11	CHARLES SCHWAB INVESTMENT MANAGEMENT#11 · 1,524,563 sh	1,524,563	$754.8M	0.10%	-0.9%
12	NORTHERN#12 · 1,437,183 sh	1,437,183	$711.5M	0.08%	+1.3%
13	NORGES BANK#13 · 1,392,295 sh	1,392,295	$689.3M	0.07%	—
14	PRICE T ROWE ASSOCIATES#14 · 1,241,264 sh	1,241,264	$614.5M	0.06%	-9.1%
15	NORDEA INVESTMENT MANAGEMENT AB#15 · 1,235,953 sh	1,235,953	$607.9M	0.50%	+26.8%
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#16 · 1,074,596 sh	1,074,596	$532.0M	0.10%	-6.4%
17	BANK OF AMERICA#17 · 1,036,484 sh	1,036,484	$513.1M	0.03%	-1.0%
18	Sumitomo Mitsui#18 · 1,019,528 sh	1,019,528	$504.7M	0.29%	+3.8%
19	MIRAE ASSET GLOBAL ETFS Ltd.#19 · 979,160 sh	979,160	$484.6M	0.58%	+8.3%
20	Fisher Asset Management#20 · 959,431 sh	959,431	$475.0M	0.14%	+3.5%
21	VICTORY CAPITAL MANAGEMENT#21 · 931,970 sh	931,970	$461.4M	0.26%	+23.1%
22	Amundi#22 · 910,796 sh	910,796	$450.9M	0.11%	-8.8%
23	Legal & General Group Plc#23 · 797,658 sh	797,658	$394.9M	0.08%	-2.1%
24	LAZARD ASSET MANAGEMENT#24 · 793,886 sh	793,886	$393.0M	0.59%	+4.9%
25	DIMENSIONAL FUND ADVISORS#25 · 756,533 sh	756,533	$374.5M	0.07%	+6.9%
26	VOYA INVESTMENT MANAGEMENT#26 · 698,644 sh	698,644	$345.9M	0.30%	+43.1%
27	Robeco Institutional Asset Management B.V.#27 · 694,061 sh	694,061	$343.6M	—	+11.7%
28	VANGUARD FIDUCIARY#28 · 637,127 sh	637,127	$315.4M	0.07%	+0.5%
29	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt#29 · 611,182 sh	611,182	$302.6M	0.23%	-5.4%
30	Bank of New York Mellon#30 · 607,152 sh	607,152	$300.6M	0.05%	-3.7%
31	Holocene Advisors#31 · 586,073 sh	586,073	$290.2M	0.65%	-25.6%
32	RAYMOND JAMES FINANCIAL#32 · 581,303 sh	581,303	$287.8M	0.08%	+7.3%
33	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#33 · 571,467 sh	571,467	$282.9M	0.13%	-5.1%
34	BARCLAYS PLC#34 · 523,791 sh	523,791	$259.3M	0.05%	+54.7%
35	HSBC PLC#35 · 472,888 sh	472,888	$234.0M	0.10%	+16.3%
36	Neuberger Berman Group#36 · 447,447 sh	447,447	$221.5M	0.15%	+4.9%
37	ROYAL BANK OF CANADA#37 · 436,595 sh	436,595	$216.2M	0.03%	-6.0%
38	DEUTSCHE BANK AG\#38 · 424,864 sh	424,864	$210.3M	0.06%	-1.6%
39	Nuveen#39 · 420,926 sh	420,926	$208.4M	0.05%	+25.1%
40	AMERIPRISE FINANCIAL#40 · 416,086 sh	416,086	$206.0M	0.04%	-15.5%
41	BROWN BROTHERS HARRIMAN#41 · 414,272 sh	414,272	$205.1M	0.90%	-2.7%
42	DAVENPORT#42 · 396,897 sh	396,897	$195.2M	—	-2.3%
43	Mitsubishi UFJ Asset Management , Ltd.#43 · 388,222 sh	388,222	$192.2M	0.11%	-2.6%
44	Eurizon Capital SGR S.p.A.#44 · 377,661 sh	377,661	$185.7M	0.50%	+36.9%
45	ALLIANCEBERNSTEIN L.P.#45 · 511,356 sh	511,356	$183.5M	0.06%	-10.3%
46	Alecta Tjanstepension Omsesidigt#46 · 364,875 sh	364,875	$180.6M	0.76%	-11.5%
47	Quilter Plc#47 · 364,815 sh	364,815	$180.6M	—	+1.1%
48	FMR#48 · 361,553 sh	361,553	$179.0M	<0.01%	-23.1%
49	AMERICAN CENTURY COMPANIES#49 · 342,575 sh	342,575	$169.6M	0.07%	+820.5%
50	Swiss National Bank#50 · 316,860 sh	316,860	$156.9M	0.08%	-4.0%
51	WELLS FARGO & COMPANY#51 · 314,667 sh	314,667	$155.8M	0.03%	+13.9%
52	SCHRODER INVESTMENT MANAGEMENT GROUP#52 · 319,389 sh	319,389	$154.1M	0.11%	-12.6%
53	Saturna Capital#53 · 301,865 sh	301,865	$149.4M	1.82%	+0.1%
54	DekaBank Deutsche Girozentrale#54 · 417,024 sh	417,024	$149.1M	0.25%	0.0%
55	KING LUTHER CAPITAL MANAGEMENT#55 · 300,621 sh	300,621	$148.8M	0.61%	-1.2%
56	GREAT LAKES ADVISORS#56 · 298,044 sh	298,044	$147.6M	1.12%	+2.4%
57	BLAIR WILLIAM#57 · 282,332 sh	282,332	$139.8M	0.36%	-0.6%
58	FEDERATED HERMES#58 · 275,864 sh	275,864	$136.6M	0.20%	+17.8%
59	WORLDQUANT MILLENNIUM ADVISORS#59 · 273,113 sh	273,113	$135.2M	0.46%	-22.0%
60	Man Group plc#60 · 263,381 sh	263,381	$130.4M	0.21%	-27.4%
61	HUNTINGTON NATIONAL BANK#61 · 263,182 sh	263,182	$130.3M	0.63%	+5.0%
62	MAIRS & POWER#62 · 257,811 sh	257,811	$127.6M	1.17%	-9.1%
63	CITIGROUP#63 · 255,527 sh	255,527	$126.5M	0.04%	+35.8%
64	THRIVENT FINANCIAL FOR LUTHERANS#64 · 254,624 sh	254,624	$126.1M	0.21%	-10.3%
65	PRIMECAP MANAGEMENT#65 · 254,360 sh	254,360	$125.9M	0.07%	-0.1%
66	Vanguard Global Advisers#66 · 239,623 sh	239,623	$118.6M	0.06%	-2.3%
67	WESTFIELD CAPITAL MANAGEMENT#67 · 237,136 sh	237,136	$117.4M	0.38%	+15.0%
68	Quantinno Capital Management#68 · 232,352 sh	232,352	$115.0M	0.14%	+53.0%
69	BNP PARIBAS FINANCIAL MARKETS#69 · 229,501 sh	229,501	$113.6M	0.04%	+11.7%
70	CANADA PENSION PLAN INVESTMENT BOARD#70 · 229,482 sh	229,482	$113.6M	0.06%	-3.6%
71	JENNISON ASSOCIATES#71 · 228,111 sh	228,111	$112.9M	0.07%	-8.8%
72	RHUMBLINE ADVISERS#72 · 221,389 sh	221,389	$109.6M	0.08%	+4.9%
73	STIFEL FINANCIAL#73 · 216,168 sh	216,168	$107.0M	0.09%	+5.5%
74	Allianz Asset Management GmbH#74 · 256,128 sh	256,128	$104.0M	0.09%	+6.0%
75	VANGUARD ASSET MANAGEMENT, Ltd#75 · 205,495 sh	205,495	$101.7M	0.07%	+12.5%
76	Reynders McVeigh Capital Management#76 · 197,440 sh	197,440	$97.7M	4.33%	+0.1%
77	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM#77 · 196,560 sh	196,560	$97.3M	0.05%	+0.2%
78	PFA Pension, Forsikringsaktieselskab#78 · 194,994 sh	194,994	$96.5M	0.24%	+61.6%
79	BALYASNY ASSET MANAGEMENT L.P.#79 · 188,603 sh	188,603	$93.4M	0.12%	-64.5%
80	Birch Hill Investment Advisors#80 · 186,053 sh	186,053	$92.1M	—	-1.4%
81	Stephens Investment Management Group#81 · 181,002 sh	181,002	$89.6M	0.96%	+9.7%
82	Artisan Partners Limited Partnership#82 · 176,879 sh	176,879	$87.6M	0.14%	New
83	HighTower Advisors#83 · 176,513 sh	176,513	$87.4M	0.08%	+4.9%
84	Candriam S.C.A.#84 · 175,221 sh	175,221	$86.7M	0.39%	-4.0%
85	LPL Financial#85 · 174,051 sh	174,051	$86.2M	0.02%	+5.8%
86	National Pension Service#86 · 173,815 sh	173,815	$86.1M	0.06%	+1.6%
87	ACADIAN ASSET MANAGEMENT#87 · 172,083 sh	172,083	$85.2M	0.10%	+20.8%
88	UniSuper Management Pty Ltd#88 · 168,413 sh	168,413	$83.4M	—	+1.1%
89	FRANKLIN RESOURCES#89 · 165,693 sh	165,693	$82.0M	0.02%	+2.6%
90	WATERS PARKERSON#90 · 162,556 sh	162,556	$80.5M	3.97%	-2.7%
91	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#91 · 161,408 sh	161,408	$79.9M	0.11%	-20.4%
92	ENVESTNET ASSET MANAGEMENT#92 · 157,868 sh	157,868	$78.2M	0.02%	-0.6%
93	MARKEL GROUP#93 · 154,900 sh	154,900	$76.7M	0.58%	0.0%
94	GREAT WEST LIFE ASSURANCE#94 · 151,581 sh	151,581	$75.0M	0.12%	-13.8%
95	CAPITAL ADVISORS#95 · 149,600 sh	149,600	$74.1M	1.09%	+1.4%
96	Russell Investments Group, Ltd.#96 · 150,097 sh	150,097	$73.9M	0.06%	+15.1%
97	Rockefeller Capital Management L.P.#97 · 146,268 sh	146,268	$72.4M	0.11%	+6.1%
98	D. E. Shaw#98 · 145,738 sh	145,738	$72.2M	0.03%	-12.8%
99	PRINCIPAL FINANCIAL GROUP#99 · 135,152 sh	135,152	$66.9M	0.03%	-12.3%
100	Allspring Global Investments#100 · 134,418 sh	134,418	$64.9M	0.10%	+2200.5%

Funds that sold out of ROK in Q2 2026 (92)

Held ROK at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held ROK in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
MILLENNIUM MANAGEMENT199,360 sh	199,360	$71.5M
Qube Research & Technologies Ltd132,118 sh	132,118	$47.4M
IMC-Chicago126,717 sh	126,717	$45.5M
TUDOR INVESTMENT ET AL82,349 sh	82,349	$29.6M
Albar Capital Partners LLP34,627 sh	34,627	$12.4M
J. Goldman30,192 sh	30,192	$10.8M
Y-Intercept (Hong Kong) Ltd21,781 sh	21,781	$7.8M
Robinhood Asset Management16,124 sh	16,124	$5.8M
Elo Mutual Pension Insurance15,066 sh	15,066	$5.4M
Virtu Financial13,422 sh	13,422	$4.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd13,300 sh	13,300	$4.8M
GROUP ONE TRADING, L.P.10,104 sh	10,104	$3.6M
Jain Global9,320 sh	9,320	$3.3M
SIMPLEX TRADING8,320 sh	8,320	$3.0M
Farringdon Capital, Ltd.8,237 sh	8,237	$3.0M
VCI Wealth Management8,150 sh	8,150	$2.9M
Polymer Capital Management (US)8,000 sh	8,000	$2.9M
Regents Gate Capital LLP7,314 sh	7,314	$2.6M
Edgestream Partners, L.P.7,246 sh	7,246	$2.6M
Sciencast Management7,086 sh	7,086	$2.5M
Neo Ivy Capital Management6,984 sh	6,984	$2.5M
FORA Capital6,951 sh	6,951	$2.5M
Oak Thistle5,518 sh	5,518	$2.0M
MARSHALL WACE, LLP5,253 sh	5,253	$1.9M
Strategic Advisors4,973 sh	4,973	$1.7M
Clare Market Investments4,586 sh	4,586	$1.6M
Virtus Investment Advisers4,520 sh	4,520	$1.6M
Kovitz Investment Group Partners4,457 sh	4,457	$1.6M
Connor, Clark & Lunn Investment Management Ltd.4,266 sh	4,266	$1.5M
CONNABLE OFFICE3,980 sh	3,980	$1.4M
EVOKE WEALTH3,571 sh	3,571	$1.3M
Dynamic Technology Lab Private Ltd3,072 sh	3,072	$1.1M
Quantitative Investment Management3,056 sh	3,056	$1.1M
Jump Financial2,718 sh	2,718	$975.4K
NIA IMPACT ADVISORS2,390 sh	2,390	$857.7K
VARCOV2,378 sh	2,378	$853.4K
Calamos Advisors2,366 sh	2,366	$849.1K
DRW Securities2,166 sh	2,166	$774.9K
STEVENS CAPITAL MANAGEMENT2,079 sh	2,079	$746.0K
iSAM Funds (UK) Ltd2,024 sh	2,024	$726.4K
Sierra Legacy Group1,891 sh	1,891	$678.6K
Walleye Trading1,834 sh	1,834	$658.2K
WOLVERINE ASSET MANAGEMENT1,800 sh	1,800	$646.0K
AIGEN INVESTMENT MANAGEMENT1,627 sh	1,627	$583.9K
Bridgefront Capital1,459 sh	1,459	$523.6K
Financial Security Advisor1,018 sh	1,018	$365.4K
One68 Global Capital1,000 sh	1,000	$358.9K
Tradewinds861 sh	861	$351.0K
Straight Path Wealth Management931 sh	931	$334.1K
SeaCrest Wealth Management918 sh	918	$329.3K
WINTON GROUP Ltd877 sh	877	$314.7K
Aquatic Capital Management877 sh	877	$314.7K
Oasis Advisors800 sh	800	$287.1K
Magnetar Financial820 sh	820	$285.8K
MQS Management788 sh	788	$282.8K
ClearAlpha Technologies757 sh	757	$271.7K
EVOLVE PRIVATE WEALTH738 sh	738	$264.9K
Engineers Gate Manager706 sh	706	$253.4K
Professional Financial Advisors700 sh	700	$251.2K
StoneX Group631 sh	631	$226.4K
Global Wealth Management625 sh	625	$224.3K
VICTORY FINANCIAL GROUP614 sh	614	$220.4K
Baer Investment Advisory614 sh	614	$220.4K
Retirement Investment Advisors548 sh	548	$213.2K
PVG ASSET MANAGEMENT458 sh	458	$212.3K
Quadrant Private Wealth Management583 sh	583	$209.2K
Octavia Wealth Advisors574 sh	574	$206.0K
Quarry564 sh	564	$202.4K
TOMPKINS FINANCIAL481 sh	481	$172.6K
Kohmann Bosshard Financial Services393 sh	393	$141.0K
Bayforest Capital Ltd274 sh	274	$98.3K
Root Financial Partners199 sh	199	$71.4K
Wall Street Financial Group169 sh	169	$60.7K
Capula Management Ltd130 sh	130	$46.7K
Team Financial Group123 sh	123	$44.0K
Golden State Equity Partners120 sh	120	$43.1K
TWIN PEAKS WEALTH ADVISORS92 sh	92	$33.0K
Sound Income Strategies58 sh	58	$21.4K
Hillsdale Investment Management50 sh	50	$17.9K
Timothy G. Youngquist 2020 Irrevocable39 sh	39	$14.0K
YANKCOM Partnership20 sh	20	$7.2K
Aster Capital Management (DIFC) Ltd27 sh	27	$7.0K
Whipplewood Advisors18 sh	18	$6.5K
Ravenstone Capital Management18 sh	18	$6.5K
Altshuler Shaham Ltd11 sh	11	$3.9K
Vermillion Wealth Management7 sh	7	$2.5K
Bravera Wealth7 sh	7	$2.5K
TopTier Wealth Management5 sh	5	$1.8K
Portus Wealth Advisors3 sh	3	$1.1K
ATWOOD & PALMER2 sh	2	$718.00
Focused Wealth Management2 sh	2	$718.00
Napier Financial1 sh	1	$359.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.