Rockwell Automation: which funds bought and sold

Institutions that bought and sold Rockwell Automation shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 777 institutions that filed 13F reports for both quarters added to or opened positions in Rockwell Automation, and 529 cut or closed them. Together they added a net 2.0M shares, +2.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.1M shares (−8.8%); index fund managers were net buyers of 885K shares (+2.4%). 202 opened a new position and 91 sold out entirely.

Bought, Q2 2026 777 institutions, 202 of them new holders Sold, Q2 2026 529 institutions, 91 of them sold out

Net change, all compared +2.0M shares (+2.1%)

Net change, active managers −1.1M shares (−8.8%), 31 bought, 48 sold

Buyers versus sellers

institutions compared, 1,600

777 bought 294 529 sold

Active managers and hedge funds 31 bought · 48 sold · −1.1M

Index fund managers 10 bought · 2 sold · +885K

Other institutions 736 bought · 479 sold · +2.2M

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Jpmorgan Chase & Co	+1.0M +53.0%	2.9M	$1.4B
Blackrock, Inc. Index funds	+468K +3.9%	12.4M	$6.1B
American Century Companies Inc Active manager	+305K +820.5%	343K	$170M
State Street Corp Index funds	+266K +5.3%	5.3M	$2.6B
Nordea Investment Management AB	+261K +26.8%	1.2M	$608M
Morgan Stanley	+217K +7.7%	3.0M	$1.5B
Voya Investment Management LLC	+210K +43.1%	699K	$346M
Barclays PLC	+185K +54.7%	524K	$259M
Artisan Partners Limited Partnership Active manager	+177K New position	177K	$87.6M
Victory Capital Management Inc Active manager	+175K +23.1%	932K	$461M
Invesco Ltd.	+135K +8.0%	1.8M	$901M
Allspring Global Investments Holdings, LLC	+129K +2200.5%	134K	$64.9M
Assenagon Asset Management S.A.	+108K +481.3%	131K	$64.6M
Eurizon Capital Sgr S.P.A.	+102K +36.9%	378K	$186M
Nuveen, LLC	+85K +25.1%	421K	$208M
Vanguard Portfolio Management LLC Index funds	+83K +1.4%	5.9M	$2.9B
Quantinno Capital Management LP	+81K +53.0%	232K	$115M
Sequoia Financial Advisors, LLC	+78K +559.8%	92K	$45.5M
Mirae Asset Global Etfs Holdings Ltd.	+75K +8.3%	979K	$485M
Geode Capital Management, LLC Index funds	+75K +2.4%	3.1M	$1.5B

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+305K +820.5%	343K	$170M
Artisan Partners Limited Partnership Active manager	+177K New position	177K	$87.6M
Victory Capital Management Inc Active manager	+175K +23.1%	932K	$461M
AQR Capital Management LLC Hedge fund	+46K +57.6%	126K	$61.5M
Federated Hermes, Inc. Active manager	+42K +17.8%	276K	$137M
Panagora Asset Management Inc Active manager	+39K +77.0%	91K	$44.9M
Lazard Asset Management LLC Active manager	+37K +4.9%	794K	$393M
Fil Ltd Active manager	+33K +119.2%	60K	$29.7M
Fisher Asset Management, LLC Active manager	+32K +3.5%	959K	$475M
Westfield Capital Management Co LP Active manager	+31K +15.0%	237K	$117M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	−342K −64.5%	189K	$93.4M
AGF Management Ltd	−227K −98.6%	3,150	$1.6M
Holocene Advisors, LP Hedge fund	−202K −25.6%	586K	$290M
Millennium Management LLC Hedge fund	−199K Sold out	0	—
Ontario Teachers Pension Plan Board	−173K −74.2%	60K	$29.8M
Los Angeles Capital Management LLC Active manager	−155K −80.7%	37K	$18.4M
Qube Research & Technologies Ltd Hedge fund	−132K Sold out	0	—
Imc-Chicago, LLC	−127K Sold out	0	—
Citadel Advisors LLC Hedge fund	−124K −72.1%	48K	$23.8M
Price T Rowe Associates Inc Active manager	−124K −9.1%	1.2M	$615M
FMR LLC Active manager	−109K −23.1%	362K	$179M
Man Group PLC Hedge fund	−99K −27.4%	263K	$130M
Amundi	−88K −8.8%	911K	$451M
Tudor Investment Corp Et Al Hedge fund	−82K Sold out	0	—
Worldquant Millennium Advisors LLC Hedge fund	−77K −22.0%	273K	$135M
Ameriprise Financial Inc	−76K −15.5%	416K	$206M
UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC	−74K −6.4%	1.1M	$532M
Trexquant Investment LP Hedge fund	−67K −75.1%	22K	$10.9M
Handelsbanken Fonder AB	−63K −39.9%	95K	$47.2M
Alliancebernstein L.P. Active manager	−59K −10.3%	511K	$184M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Balyasny Asset Management L.P. Hedge fund	−342K −64.5%	189K	$93.4M
Holocene Advisors, LP Hedge fund	−202K −25.6%	586K	$290M
Millennium Management LLC Hedge fund	−199K Sold out	0	—
Los Angeles Capital Management LLC Active manager	−155K −80.7%	37K	$18.4M
Qube Research & Technologies Ltd Hedge fund	−132K Sold out	0	—
Citadel Advisors LLC Hedge fund	−124K −72.1%	48K	$23.8M
Price T Rowe Associates Inc Active manager	−124K −9.1%	1.2M	$615M
FMR LLC Active manager	−109K −23.1%	362K	$179M
Man Group PLC Hedge fund	−99K −27.4%	263K	$130M
Tudor Investment Corp Et Al Hedge fund	−82K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Artisan Partners Limited PartnershipActive manager	177K	$87.6M
Bluespring Wealth Management, LLC	33K	$16.6M
Yaupon Capital Management LPHedge fund	29K	$14.3M
Strategic Global Advisors, LLC	25K	$12.2M
Hel Ved Capital Management Ltd	16K	$7.8M
Bw Gestao De Investimentos Ltda.	10K	$5.2M
Nippon Life Global Investors Americas, Inc.	8,960	$4.4M
Hudson Bay Capital Management LPHedge fund	7,656	$3.8M
Legacy Financial Independent Advisors LLC	7,524	$3.7M
Bochk Asset Management Ltd	6,650	$3.3M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Millennium Management LLCHedge fund	199K	$71.5M
Qube Research & Technologies LtdHedge fund	132K	$47.4M
Imc-Chicago, LLC	127K	$45.5M
Tudor Investment Corp Et AlHedge fund	82K	$29.6M
Albar Capital Partners LLP	35K	$12.4M
J. Goldman & Co LPHedge fund	30K	$10.8M
Y-Intercept (Hong Kong) Ltd	22K	$7.8M
Robinhood Asset Management, LLC	16K	$5.8M
Elo Mutual Pension Insurance Co	15K	$5.4M
Virtu Financial LLC	13K	$4.8M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,532
Ten largest holders: 46.4%
Index fund managers: 38.3%
Active managers and hedge funds: 11.4%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	31	48	6	11	−1.1M	−8.8%
Index fund managers	10	2	0	0	+885K	+2.4%
Other institutions	736	479	196	80	+2.2M	+4.7%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Rockwell Automation.

Only managers that filed a holdings report for both quarters are compared (1,600 here). 44 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Rockwell Automation · Insiders · Politicians