Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ROK held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12.1M | $4.33B | +13.2% | 10.728% | 0.08% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7.3M | $2.62B | β | 6.499% | 0.07% |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8M | $2.10B | β | 5.203% | 0.11% |
| 4 | STATE STREET CORP | 5.1M | $1.82B | +1.2% | 4.502% | 0.06% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $1.09B | +4.6% | 2.722% | 0.07% |
| 6 | MORGAN STANLEY | 2.8M | $1.01B | -3.4% | 2.513% | 0.06% |
| 7 | UBS Group AG | 2.2M | $782.4M | +30.8% | 1.940% | 0.12% |
| 8 | GOLDMAN SACHS GROUP INC | 1.9M | $689.9M | -8.7% | 1.711% | 0.08% |
| 9 | Invesco Ltd. | 1.7M | $605.0M | +9.1% | 1.500% | 0.09% |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $553.5M | -0.1% | 1.369% | 0.08% |
| 11 | NORTHERN TRUST CORP | 1.4M | $509.2M | -0.2% | 1.263% | 0.07% |
| 12 | UBS ASSET MANAGEMENT AMERICAS INC | 1.1M | $412.2M | +6.1% | 1.022% | 0.09% |
| 13 | BANK OF AMERICA CORP /DE/ | 1.0M | $375.7M | -14.8% | 0.932% | 0.03% |
| 14 | Amundi | 998K | $358.3M | +13.5% | 0.889% | 0.10% |
| 15 | Sumitomo Mitsui Trust Holdings, Inc. | 982K | $352.4M | +0.4% | 0.874% | 0.23% |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | 975K | $343.0M | +30.9% | 0.867% | 0.32% |
| 17 | Fisher Asset Management, LLC | 927K | $332.7M | +8.1% | 0.825% | 0.11% |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 904K | $324.5M | +13.5% | 0.805% | 0.44% |
| 19 | Legal & General Group Plc | 815K | $292.5M | +11.1% | 0.725% | 0.07% |
| 20 | Holocene Advisors, LP | 788K | $282.7M | -14.9% | 0.701% | 0.68% |
| 21 | VICTORY CAPITAL MANAGEMENT INC | 757K | $271.8M | -21.5% | 0.674% | 0.17% |
| 22 | LAZARD ASSET MANAGEMENT LLC | 756K | $271.5M | -0.5% | 0.673% | 0.45% |
| 23 | DIMENSIONAL FUND ADVISORS LP | 708K | $254.0M | +3.0% | 0.630% | 0.05% |
| 24 | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt | 646K | $231.8M | -24.4% | 0.575% | 0.23% |
| 25 | VANGUARD FIDUCIARY TRUST CO | 634K | $227.4M | β | 0.564% | 0.06% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ROK β a direct measure of their conviction.
Filings activity in ROK during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new ROK position in Q1 2026
Institutions that fully closed their ROK position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,387 | +0.0% | 63.15% | 6.34 pp | $32.59B | 9.1% |
| Q4 2025 | 1,387 | +9.5% | 69.49% | +11.25 pp | $35.86B | +19% |
| Q3 2025 | 1,267 | +1.1% | 58.24% | +4.08 pp | $30.06B | +7.5% |
| Q2 2025 | 1,253 | +10% | 54.16% | 10.79 pp | $27.95B | 17% |
| Q1 2025 | 1,135 | 2.7% | 64.95% | +20.24 pp | $33.52B | +45% |
| Q4 2024 | 1,166 | +3.2% | 44.71% | +4.25 pp | $23.07B | +10% |
| Q3 2024 | 1,130 | +0.4% | 40.46% | 2.94 pp | $20.88B | 6.8% |
| Q2 2024 | 1,126 | β | 43.40% | β | $22.40B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ROK stock.
Based on Q1 2026 13F filings, institutional ownership of Rockwell Automation, Inc. stands at 63.1%, held across 1,387 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of ROK, with approximately 12,053,979 shares worth $4.33B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of ROK, including Fisher Asset Management, LLC.
Our composite Smart Money Score for ROK is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
161 institutions opened new positions in ROK during Q1 2026, while 161 fully exited. 257 added to existing positions and 962 trimmed.
ROK institutional ownership fell by 6.34 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 47.9% of all reported 13F value in ROK, and the top 25 account for 62.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Rockwell Automation, Inc. (ROK) Institutional Ownership