Rockwell Automation Inc (ROK) 13F Investor Activity Report (Q2 2026)

ROK ranks #231 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

1551 institutions disclose a position in ROK, but none treat it as a major bet — even Quilter Plc, its most concentrated holder, allocates just 2.7% of its own portfolio to it.

Wealth Enhancement Advisory Services, LLC has added to its ROK position for two straight quarters, increasing it by $3.8M to reach $11.6M today.

Patton Fund Management, Inc. has trimmed its ROK position for two straight quarters, cutting it by $1.8M while still holding $2.0M.

ROK is down 0.4% today, but institutions show net buying of $24.1B this quarter — a divergence between today's price move and the underlying institutional flow.

ROK posted net income of $1.2B over the trailing twelve months, and currently trades at a P/E of 40.7.

• Profitable — net income of $1.2B over the trailing twelve months
• Revenue grew 11.3% year over year
• Net income improved year over year, from $970.6M to $1.2B
• Generated $1.5B in positive operating cash flow
• Current ratio of 1.14x — below the conventional 1.5x liquidity buffer
• Liabilities run x equity — a highly leveraged balance sheet worth noting