ROCKWELL AUTOMATION INC (ROK) Institutional Ownership Changes & 13F Activity

ROCKWELL AUTOMATION INC (ROK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Citadel Advisors Llc, Andra Ap-Fonden, Assenagon Asset Management S.A., and Groupe La Francaise.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-925-0.6%157,868$78.16MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+376+10.5%3,968$1.96MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+12+0.9%1,369$677.76KQ2 2026Sep 23, 2026
State Street CorpBuy+265,978+5.3%5,323,990$2.64BQ2 2026Sep 22, 2026
Andra Ap-FondenSell-47,760-84.2%8,963$4.44MQ2 2026Sep 22, 2026
Security National Bank Of So DakBuy+206—206$101.99KQ2 2026Sep 18, 2026
Reynders Mcveigh Capital Management, LlcBuy+174+0.1%197,440$97.75KQ2 2026Sep 15, 2026
Smith Chas P & Associates Pa CpasBuy+478—478$236.65KQ2 2026Sep 11, 2026
Manufacturers Life Insurance Company, TheSell-12,286-13.5%78,774$39.00MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcBuy+1,089+10.7%11,271$5.58MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustBuy+1+0.2%566$280.22KQ2 2026Sep 04, 2026
Citadel Advisors LlcSell-123,790-72.1%47,991$23.76MQ2 2026Sep 02, 2026
Allianz Asset Management GmbhSell-1,279-0.5%240,247$118.94MQ2 2026Sep 02, 2026
Second Line Capital, LlcBuy+869—869$430.23KQ2 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-19-7.9%222$109.91KQ2 2026Sep 02, 2026
Cornerstone Financial Management LlcBuy+14+100.0%28$13.86KQ2 2026Aug 28, 2026
Corient Private Wealth LlcSell-3,839-3.1%118,165$58.50MQ2 2026Aug 27, 2026
Optimize Financial IncSell-3-0.3%947$468.84KQ2 2026Aug 27, 2026
Brown Financial AdvisorsSell-317-15.5%1,730$856.49KQ2 2026Aug 26, 2026
Groupe La FrancaiseBuy+15,750—15,750$7.80MQ2 2026Aug 25, 2026
California State Teachers Retirement SystemBuy+3,784+2.3%169,746$84.04MQ2 2026Aug 24, 2026
Cyber Hornet Etfs LlcSell-4-1.3%305$151.00KQ2 2026Aug 24, 2026
Assenagon Asset Management S.A.Buy+42,802+190.7%65,250$32.30MQ2 2026Aug 21, 2026
Delaney Dennis RSell-1,117-4.3%24,741$12.25MQ2 2026Aug 21, 2026
Kidder Stephen WBuy+116+0.5%23,597$11.68MQ2 2026Aug 21, 2026
West Michigan Advisors, LlcSell-5-0.6%813$402.50KQ2 2026Aug 21, 2026
Forefront Wealth Partners, LlcBuy+844—844$417.85KQ2 2026Aug 20, 2026
Clifford Swan Investment Counsel LlcSell-25-2.0%1,199$593.60KQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupSell-2-0.1%1,346$666.38KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+956+4.6%21,923$10.85MQ2 2026Aug 19, 2026
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Frequently asked questions about ROK activity

  • Which institutional owners are buying ROK?

    Institutional owners buying ROK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in ROK activity?

    "Buy" means an investor increased their reported position in ROK compared to the prior reporting period. This reflects growing exposure to ROCKWELL AUTOMATION INC (ROK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in ROK increasing?

    Institutional interest in ROK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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