Rockwell Automation, Inc
ROK- Exchange
- NYSE
- Industry
- Measuring & Controlling Devices, NEC
- SEC CIK
- 0001024478
In the last 90 days, Rockwell Automation, Inc insiders filed 0 open-market purchases and 5 sales; 1,545 institutions reported holding it in 13F filings for Q2 2026, worth $48.8B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2025
Institutional positions in Rockwell Automation, Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,269
- +107 vs. Q1 2025
- Shares held
- 93.7M
- +1.89M (+2.1%) vs. Q1 2025
- Total value
- $31.1B
- +$7.45B (+31.4%) vs. Q1 2025
- New holders
- 195
- 382 more added
- Sold out
- 88
- 469 more reduced
10 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ROK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,545 | $48.8B |
| Q1 2026 | 1,422 | $34.4B |
| Q4 2025 | 1,420 | $37.1B |
| Q3 2025 | 1,296 | $32.2B |
| Q2 2025 | 1,269 | $31.1B |
| Q1 2025 | 1,172 | $23.7B |
| Q4 2024 | 1,216 | $26.9B |
| Q3 2024 | 1,161 | $24.4B |
| Q2 2024 | 1,156 | $25.3B |
| Q1 2024 | 1,202 | $26.5B |
| Q4 2023 | 1,223 | $27.1B |
| Q3 2023 | 1,140 | $26.4B |
| Q2 2023 | 1,146 | $30.9B |
| Q1 2023 | 1,113 | $27.0B |
| Q4 2022 | 1,059 | $23.5B |
| Q3 2022 | 994 | $19.6B |
| Q2 2022 | 976 | $18.5B |
| Q1 2022 | 1,052 | $25.6B |
| Q4 2021 | 1,136 | $31.9B |
| Q3 2021 | 1,037 | $26.9B |
| Q2 2021 | 988 | $26.4B |
| Q1 2021 | 974 | $23.7B |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,058,406 | $4.67B | 0.08% | +207,448+1.5% | Added |
| BlackRock, Inc. | 8,733,724 | $2.90B | 0.06% | −58,438−0.7% | Reduced |
| Price T Rowe Associates Inc | 4,985,165 | $1.66B | 0.19% | −885,166−15.1% | Reduced |
| State Street Corp | 4,750,616 | $1.58B | 0.06% | +5,689+0.1% | Added |
| Geode Capital Management, LLC | 2,874,428 | $950.7M | 0.07% | +48,105+1.7% | Added |
| UBS Group AG | 2,614,280 | $868.4M | 0.18% | +218,584+9.1% | Added |
| Morgan Stanley | 2,557,281 | $849.5M | 0.06% | −12,905−0.5% | Reduced |
| Lazard Asset Management LLC | 1,992,020 | $661.7M | 0.91% | −187,227−8.6% | Reduced |
| Goldman Sachs Group Inc | 1,988,044 | $660.4M | 0.11% | +168,665+9.3% | Added |
| Charles Schwab Investment Management Inc | 1,578,663 | $524.4M | 0.09% | −1,293−0.1% | Reduced |
| Northern Trust Corp | 1,373,972 | $456.4M | 0.06% | −22,331−1.6% | Reduced |
| UBS Asset Management Americas Inc | 1,301,282 | $432.2M | 0.09% | +131,272+11.2% | Added |
| Bank of America Corp | 1,252,937 | $416.2M | 0.03% | −216,409−14.7% | Reduced |
| Alliancebernstein L.P. | 1,160,263 | $385.4M | 0.13% | −10,388−0.9% | Reduced |
| Amundi | 1,084,352 | $371.7M | 0.13% | −465,063−30.0% | Reduced |
| Norges Bank | 1,109,597 | $368.6M | 0.05% | +150,364+15.7% | Added |
| Invesco Ltd. | 1,103,151 | $366.4M | 0.06% | −345,009−23.8% | Reduced |
| Victory Capital Management Inc | 1,018,853 | $341.7M | 0.22% | +955,514+1,508.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,006,575 | $334.4M | 0.21% | +12,262+1.2% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 890,875 | $295.8M | 1.39% | −109,700−11.0% | Reduced |
| Holocene Advisors, LP | 866,992 | $288.0M | 0.71% | +488,262+128.9% | Added |
| Dimensional Fund Advisors LP | 846,153 | $281.1M | 0.07% | −21,433−2.5% | Reduced |
| Fisher Asset Management, LLC | 792,503 | $263.2M | 0.10% | +52,714+7.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 769,072 | $255.4M | 0.49% | −12,713−1.6% | Reduced |
| Bank of New York Mellon Corp | 725,692 | $241.1M | 0.05% | −39,468−5.2% | Reduced |
| Legal & General Group Plc | 689,865 | $229.2M | 0.06% | −21,450−3.0% | Reduced |
| Wellington Management Group LLP | 653,497 | $217.1M | 0.04% | −8,830−1.3% | Reduced |
| Citadel Advisors LLC | 540,405 | $179.5M | 0.16% | +233,202+75.9% | Added |
| Champlain Investment Partners, LLC | 501,937 | $166.7M | 1.16% | −164,080−24.6% | Reduced |
| Thrivent Financial for Lutherans | 457,689 | $152.0M | 0.33% | −56,715−11.0% | Reduced |
| Nordea Investment Management AB | 459,480 | $151.8M | 0.14% | +7,485+1.7% | Added |
| Marshall Wace, LLP | 429,492 | $142.7M | 0.17% | +320,627+294.5% | Added |
| Davenport & Co LLC | 423,233 | $140.3M | 0.78% | −674−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 417,024 | $137.4M | 0.25% | −39,941−8.7% | Reduced |
| Mairs & Power Inc | 412,922 | $137.2M | 1.35% | −5,539−1.3% | Reduced |
| Deutsche Bank AG | 412,562 | $137.0M | 0.05% | −47,843−10.4% | Reduced |
| Barclays PLC | 406,335 | $135.0M | 0.05% | +137,886+51.4% | Added |
| Franklin Resources Inc | 404,224 | $134.3M | 0.04% | −66,102−14.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 399,309 | $132.6M | 0.21% | +350,662+720.8% | Added |
| Primecap Management Co | 386,032 | $128.2M | 0.10% | +130,582+51.1% | Added |
| Raymond James Financial Inc | 383,392 | $127.4M | 0.04% | +26,312+7.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 379,559 | $126.1M | 0.10% | +24,377+6.9% | Added |
| JPMorgan Chase & Co | 368,670 | $122.5M | 0.01% | −26,025−6.6% | Reduced |
| Quilter Plc | 362,520 | $120.4M | 2.20% | +11,170+3.2% | Added |
| Ontario Teachers Pension Plan Board | 354,792 | $117.9M | 2.43% | +350,261+7,730.3% | Added |
| Swiss National Bank | 342,300 | $113.7M | 0.07% | +23,900+7.5% | Added |
| Worldquant Millennium Advisors LLC | 333,161 | $110.7M | 0.55% | +149,379+81.3% | Added |
| King Luther Capital Management Corp | 327,721 | $108.9M | 0.47% | −9,892−2.9% | Reduced |
| Royal Bank of Canada | 310,174 | $103.0M | 0.02% | +68,372+28.3% | Added |
| Nuveen, LLC | 303,413 | $100.8M | 0.03% | +57,141+23.2% | Added |
| Saturna Capital CORP | 301,507 | $100.2M | 1.35% | +207+0.1% | Added |
| Prudential Financial Inc | 292,063 | $97.0M | 0.13% | +158,950+119.4% | Added |
| Great Lakes Advisors, LLC | 283,933 | $94.3M | 0.79% | −2,691−0.9% | Reduced |
| Sterling Capital Management LLC | 280,574 | $93.2M | 1.32% | −66,881−19.2% | Reduced |
| Blair William & Co | 276,929 | $92.0M | 0.26% | −12,437−4.3% | Reduced |
| Wells Fargo & Company | 269,514 | $89.5M | 0.02% | +9,569+3.7% | Added |
| Voya Investment Management LLC | 264,150 | $87.7M | 0.09% | −28,377−9.7% | Reduced |
| Millennium Management LLC | 255,200 | $84.8M | 0.08% | +235,614+1,203.0% | Added |
| Principal Financial Group Inc | 250,143 | $83.1M | 0.04% | +17,580+7.6% | Added |
| Great West Life Assurance Co | 238,949 | $79.5M | 0.13% | +81,656+51.9% | Added |
| Citigroup Inc | 233,068 | $77.4M | 0.05% | −14,226−5.8% | Reduced |
| Huntington National Bank | 228,111 | $75.8M | 0.50% | +8,201+3.7% | Added |
| Envestnet Asset Management Inc | 227,431 | $75.5M | 0.02% | −52,421−18.7% | Reduced |
| Ceredex Value Advisors LLC | 227,188 | $75.5M | 1.62% | −33,933−13.0% | Reduced |
| Stifel Financial Corp | 214,744 | $71.3M | 0.07% | +1,598+0.7% | Added |
| Westfield Capital Management Co LP | 214,680 | $71.3M | 0.30% | −5,180−2.4% | Reduced |
| Rhumbline Advisers | 214,652 | $71.3M | 0.06% | −5,883−2.7% | Reduced |
| FIL Ltd | 206,723 | $68.7M | 0.06% | −305,732−59.7% | Reduced |
| Squarepoint Ops LLC | 204,479 | $67.9M | 0.15% | +139,047+212.5% | Added |
| Adage Capital Partners GP, L.L.C. | 202,993 | $67.4M | 0.11% | −178,099−46.7% | Reduced |
| Assenagon Asset Management S.A. | 202,788 | $67.4M | 0.11% | +192,898+1,950.4% | Added |
| Reynders McVeigh Capital Management, LLC | 199,069 | $66.1M | 3.30% | −1,555−0.8% | Reduced |
| Birch Hill Investment Advisors LLC | 197,351 | $65.6M | 2.91% | −512−0.3% | Reduced |
| Candriam Luxembourg S.C.A. | 197,072 | $65.5M | 0.38% | −3,702−1.8% | Reduced |
| Los Angeles Capital Management LLC | 192,149 | $63.8M | 0.24% | +192,149 | New |
| FMR LLC | 191,264 | $63.5M | 0.00% | −47,789−20.0% | Reduced |
| HSBC Holdings PLC | 191,248 | $63.5M | 0.04% | −27,312−12.5% | Reduced |
| California Public Employees Retirement System | 187,005 | $62.1M | 0.04% | +13,165+7.6% | Added |
| LPL Financial LLC | 182,578 | $60.6M | 0.02% | −1,878−1.0% | Reduced |
| Canada Pension Plan Investment Board | 178,182 | $59.2M | 0.05% | +30,523+20.7% | Added |
| Fullerton Fund Management Co Ltd. | 175,764 | $58.4M | 2.36% | +175,764 | New |
| California State Teachers Retirement System | 173,244 | $57.5M | 0.06% | +3,033+1.8% | Added |
| Stephens Investment Management Group LLC | 171,945 | $57.1M | 0.75% | −12,222−6.6% | Reduced |
| Kames Capital plc | 171,774 | $57.0M | 0.73% | +121,380+240.9% | Added |
| Waters Parkerson & Co., LLC | 169,889 | $56.4M | 2.82% | +2,557+1.5% | Added |
| BNP Paribas Arbitrage, SA | 169,458 | $56.3M | 0.04% | −38,828−18.6% | Reduced |
| Man Group plc | 166,376 | $55.3M | 0.12% | +119,408+254.2% | Added |
| UniSuper Management Pty Ltd | 166,046 | $55.2M | 0.37% | −22,794−12.1% | Reduced |
| National Pension Service | 159,981 | $53.1M | 0.05% | +1,294+0.8% | Added |
| Ameriprise Financial Inc | 157,677 | $52.4M | 0.01% | −15,198−8.8% | Reduced |
| Natixis Advisors, L.P. | 157,046 | $52.2M | 0.08% | +5,558+3.7% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $51.5M | 0.44% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 153,448 | $51.0M | 0.41% | −51,256−25.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 151,173 | $50.2M | 0.12% | +2,323+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 146,707 | $48.7M | 0.17% | −12,774−8.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 142,358 | $47.3M | 0.03% | +112,991+384.8% | Added |
| SEI Investments Co | 138,421 | $46.0M | 0.05% | +8,283+6.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 134,302 | $44.6M | 0.08% | +10,039+8.1% | Added |
| Truist Financial Corp | 133,802 | $44.4M | 0.07% | −37,730−22.0% | Reduced |
| National Bank of Canada | 131,582 | $43.7M | 0.05% | +9,972+8.2% | Added |