Who owns Rockwell Automation (ROK)
Which tracked institutional funds hold ROK, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See ROK company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on ROK is one-sided between 2026-Q1 and 2026-Q2: 672 added or opened and 140 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
ROK’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes ROK more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in ROK divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1454 tracked filers holding ROK, 764 increased or opened the position and 603 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in ROK between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 50
- Artisan Partners Limited Partnership$88M
- Nykredit A/S$28M
- NewEdge Advisors, LLC$24M
- Bluespring Wealth Management, LLC$17M
- Yaupon Capital Management LP$14M
- Strategic Global Advisors, LLC$12M
Full exits 101
- Amundi$358M
- DekaBank Deutsche Girozentrale$152M
- Thrivent Financial for Lutherans$102M
- MILLENNIUM MANAGEMENT LLC$72M
- Reynders McVeigh Capital Management, LLC$71M
- CANADA LIFE ASSURANCE Co$63M
Largest adds
- BlackRock, Inc.$2.5B
- VANGUARD CAPITAL MANAGEMENT LLC$979M
- VANGUARD PORTFOLIO MANAGEMENT LLC$837M
- STATE STREET CORP$821M
- JPMORGAN CHASE & CO$743M
- MORGAN STANLEY$492M
Largest trims
- BALYASNY ASSET MANAGEMENT L.P.$97M
- AGF MANAGEMENT LTD$81M
- ONTARIO TEACHERS PENSION PLAN BOARD$54M
- LOS ANGELES CAPITAL MANAGEMENT LLC$51M
- ALLIANCEBERNSTEIN L.P.$38M
- CITADEL ADVISORS LLC$35M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 12,380,576 | $6.1B | 14.9% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 7,270,705 | $3.6B | 8.7% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 5,928,262 | $2.9B | 7.1% | 2026-Q2 |
| STATE STREET CORP added | 5,323,990 | $2.6B | 6.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,132,604 | $1.5B | 3.8% | 2026-Q2 |
| MORGAN STANLEY added | 3,040,314 | $1.5B | 3.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 2,919,588 | $1.4B | 3.4% | 2026-Q2 |
| UBS Group AG added | 2,183,669 | $1.1B | 2.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,933,275 | $957M | 2.3% | 2026-Q2 |
| Invesco Ltd. added | 1,820,740 | $901M | 2.2% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,524,563 | $755M | 1.8% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,437,183 | $712M | 1.7% | 2026-Q2 |
| NORGES BANK added | 1,392,295 | $689M | 1.7% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,241,264 | $615M | 1.5% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB added | 1,235,953 | $608M | 1.5% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,074,596 | $532M | 1.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,036,484 | $513M | 1.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 1,019,528 | $505M | 1.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 979,160 | $485M | 1.2% | 2026-Q2 |
| Fisher Asset Management, LLC added | 959,431 | $475M | 1.2% | 2026-Q2 |
| VICTORY CAPITAL MANAGEMENT INC added | 931,970 | $461M | 1.1% | 2026-Q2 |
| Legal & General Group Plc trimmed | 797,658 | $395M | 1.0% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 793,886 | $393M | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 756,533 | $374M | 0.9% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 698,644 | $346M | 0.8% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 694,061 | $344M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 637,127 | $315M | 0.8% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 611,182 | $303M | 0.7% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 607,152 | $301M | 0.7% | 2026-Q2 |
| Holocene Advisors, LP trimmed | 586,073 | $290M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 581,303 | $288M | 0.7% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 571,467 | $283M | 0.7% | 2026-Q2 |
| BARCLAYS PLC added | 523,791 | $259M | 0.6% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 511,356 | $184M | 0.4% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 472,888 | $234M | 0.6% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 447,447 | $222M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 436,595 | $216M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 424,864 | $210M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 420,926 | $208M | 0.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 416,086 | $206M | 0.5% | 2026-Q2 |
| BROWN BROTHERS HARRIMAN & CO trimmed | 414,272 | $205M | 0.5% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 396,897 | $195M | 0.5% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 388,222 | $192M | 0.5% | 2026-Q2 |
| Eurizon Capital SGR S.p.A. added | 377,661 | $186M | 0.5% | 2026-Q2 |
| Alecta Tjanstepension Omsesidigt trimmed | 364,875 | $181M | 0.4% | 2026-Q2 |
| Quilter Plc added | 364,815 | $181M | 0.4% | 2026-Q2 |
| FMR LLC trimmed | 361,553 | $179M | 0.4% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 342,575 | $170M | 0.4% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 319,389 | $154M | 0.4% | 2026-Q2 |
| Swiss National Bank trimmed | 316,860 | $157M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 314,667 | $156M | 0.4% | 2026-Q2 |
| SATURNA CAPITAL CORP added | 301,865 | $149M | 0.4% | 2026-Q2 |
| KING LUTHER CAPITAL MANAGEMENT CORP trimmed | 300,621 | $149M | 0.4% | 2026-Q2 |
| GREAT LAKES ADVISORS, LLC added | 298,044 | $148M | 0.4% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 282,332 | $140M | 0.3% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 275,864 | $137M | 0.3% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 273,113 | $135M | 0.3% | 2026-Q2 |
| Man Group plc trimmed | 263,381 | $130M | 0.3% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK added | 263,182 | $130M | 0.3% | 2026-Q2 |
| MAIRS & POWER INC trimmed | 257,811 | $128M | 0.3% | 2026-Q2 |
| Allianz Asset Management GmbH added | 256,128 | $104M | 0.3% | 2026-Q2 |
| CITIGROUP INC added | 255,527 | $127M | 0.3% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 254,360 | $126M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 239,623 | $119M | 0.3% | 2026-Q2 |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 237,136 | $117M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 232,352 | $115M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 229,501 | $114M | 0.3% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 229,482 | $114M | 0.3% | 2026-Q2 |
| JENNISON ASSOCIATES LLC trimmed | 228,111 | $113M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 221,389 | $110M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 216,168 | $107M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 205,495 | $102M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 196,560 | $97M | 0.2% | 2026-Q2 |
| PFA Pension, Forsikringsaktieselskab added | 194,994 | $97M | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 188,603 | $93M | 0.2% | 2026-Q2 |
| Birch Hill Investment Advisors LLC trimmed | 186,053 | $92M | 0.2% | 2026-Q2 |
| Stephens Investment Management Group LLC added | 181,002 | $90M | 0.2% | 2026-Q2 |
| Artisan Partners Limited Partnership trimmed | 176,879 | $88M | 0.2% | 2026-Q2 |
| Candriam S.C.A. trimmed | 175,221 | $87M | 0.2% | 2026-Q2 |
| LPL Financial LLC added | 174,051 | $86M | 0.2% | 2026-Q2 |
| National Pension Service added | 173,815 | $86M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 169,746 | $84M | 0.2% | 2026-Q2 |
| UniSuper Management Pty Ltd added | 168,413 | $83M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 165,693 | $82M | 0.2% | 2026-Q2 |
| WATERS PARKERSON & CO., LLC trimmed | 162,556 | $80M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 161,408 | $80M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 157,868 | $78M | 0.2% | 2026-Q2 |
| Markel Group Inc. | 154,900 | $77M | 0.2% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 150,097 | $74M | 0.2% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK added | 149,600 | $74M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 146,268 | $72M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 145,738 | $72M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 135,152 | $67M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 134,418 | $65M | 0.2% | 2026-Q2 |
| Aberdeen Group plc added | 128,098 | $63M | 0.2% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 126,388 | $62M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 121,128 | $60M | 0.1% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 120,978 | $60M | 0.1% | 2026-Q2 |
| DIVERSIFIED MANAGEMENT INC trimmed | 118,345 | $59M | 0.1% | 2026-Q2 |
| Korea Investment CORP added | 115,134 | $57M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.