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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.

Institutional holdersQ2 2025: 1,269 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ2 2025: $31.1B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2025.

Institutions holding ROK in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Raleigh Capital Management Inc.0$220.00%0Unchanged
Arlington Trust Co LLC1$3320.00%−44−97.8%Reduced
Activest Wealth Management1$3320.00%−17−94.4%Reduced
LGT Financial Advisors LLC1$3320.00%+1New
Cedar Mountain Advisors, LLC1$3380.00%00.0%Unchanged
Principia Wealth Advisory, LLC2$6640.00%−2−50.0%Reduced
Aspect Partners, LLC2$6640.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC2$6650.00%00.0%Unchanged
American Capital Advisory, LLC2$6650.00%+1+100.0%Added
Stephens Consulting, LLC2$6650.00%+2New
WealthTrak Capital Management LLC3$9970.00%−5−62.5%Reduced
Hara Capital LLC3$9970.00%00.0%Unchanged
Parkworth Wealth Management, Inc.3$9970.00%+1+50.0%Added
Atticus Wealth Management, LLC3$9970.00%+3New
Signature Resources Capital Management, LLC3$9970.00%+3New
Essential Partners LLC3$9970.00%+3New
Tobam4$1.00K0.00%−218−98.2%Reduced
Hughes Financial Services, LLC4$1.31K0.00%−6−60.0%Reduced
Newbridge Financial Services Group, Inc.4$1.33K0.00%+4New
DecisionPoint Financial, LLC4$1.35K0.00%+4New
Highline Wealth Partners LLC5$1.66K0.00%−2−28.6%Reduced
Cape Investment Advisory, Inc.5$1.66K0.00%00.0%Unchanged
Fairway Wealth LLC5$1.66K0.00%00.0%Unchanged
Kilter Group LLC5$1.66K0.00%+5New
Bay Harbor Wealth Management, LLC6$1.99K0.00%+3+100.0%Added
Smallwood Wealth Investment Management, LLC6$1.99K0.00%+6New
Trifecta Capital Advisors, LLC6$1.99K0.00%00.0%Unchanged
Hollencrest Capital Management7$2.33K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$2.33K0.00%00.0%Unchanged
Promus Capital, LLC7$2.33K0.00%00.0%Unchanged
SJS Investment Consulting Inc.7$2.33K0.00%−5−41.7%Reduced
HHM Wealth Advisors, LLC7$2.33K0.00%00.0%Unchanged
Rialto Wealth Management, LLC7$2.33K0.00%+4+133.3%Added
UMA Financial Services, Inc.7$2.33K0.00%+7New
Core Alternative Capital8$2.66K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.9$2.99K0.00%00.0%Unchanged
Transce3nd, LLC9$2.99K0.00%00.0%Unchanged
Pineridge Advisors LLC9$2.99K0.00%+9New
Cornerstone Planning Group LLC9$3.11K0.00%00.0%Unchanged
Dunhill Financial, LLC9$3.29K0.00%−20−69.0%Reduced
True Wealth Design, LLC10$3.32K0.00%00.0%Unchanged
Rossby Financial, LCC10$3.32K0.00%00.0%Unchanged
Tortoise Investment Management, LLC10$3.32K0.00%+4+66.7%Added
Rakuten Securities, Inc.10$3.32K0.00%+7+233.3%Added
Delos Wealth Advisors, LLC10$3.32K0.00%+10New
Medallion Wealth Advisors, LLC10$3.51K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$3.65K0.00%−8−42.1%Reduced
Fairman Group, LLC12$3.99K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$3.99K0.00%00.0%Unchanged
Sachetta, LLC12$3.99K0.00%−106−89.8%Reduced
Addison Advisors LLC12$3.99K0.00%+12New
Hantz Financial Services, Inc.12$4.00K0.00%+7+140.0%Added
Ridgewood Investments LLC13$4.15K0.00%00.0%Unchanged
Abound Wealth Management13$4.33K0.00%00.0%Unchanged
Sittner & Nelson, LLC14$4.65K0.00%00.0%Unchanged
CBIZ Investment Advisory Services, LLC14$4.65K0.00%+10+250.0%Added
Dogwood Wealth Management LLC14$4.73K0.00%+7+100.0%Added
Sawyer & Company, Inc10$4.95K0.00%+10New
Meeder Asset Management Inc15$4.98K0.00%−29−65.9%Reduced
Avion Wealth17$5.00K0.00%+1+6.3%Added
Thurston, Springer, Miller, Herd & Titak, Inc.16$5.31K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC16$5.32K0.01%00.0%Unchanged
Solstein Capital, LLC16$5.32K0.00%+16New
Sierra Ocean, LLC16$5.34K0.00%−77−82.8%Reduced
Moisand Fitzgerald Tamayo, LLC17$5.65K0.00%00.0%Unchanged
Silicon Valley Capital Partners17$5.65K0.00%+17New
Binnacle Investments Inc18$5.98K0.00%+1+5.9%Added
Bare Financial Services, Inc18$5.98K0.00%+13+260.0%Added
Ogorek Anthony Joseph21$6.00K0.00%−11−34.4%Reduced
West Oak Capital, LLC18$6.00K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC20$6.64K0.00%00.0%Unchanged
Chilton Capital Management LLC20$6.64K0.00%−82−80.4%Reduced
Creative Financial Designs Inc21$6.98K0.00%+2+10.5%Added
Capital Analysts, LLC22$7.00K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC22$7.31K0.00%00.0%Unchanged
United Community Bank22$7.31K0.00%00.0%Unchanged
Howard Hughes Medical Institute24$7.97K0.00%+24New
Geneos Wealth Management Inc.25$8.30K0.00%−26−51.0%Reduced
Raffa Wealth Management, LLC25$8.30K0.00%00.0%Unchanged
Millstone Evans Group, LLC28$9.30K0.01%00.0%Unchanged
Total Investment Management Inc28$9.30K0.00%+28New
Fuller & Thaler Asset Management, Inc.29$9.63K0.00%+29New
Compass Financial Services Inc30$9.92K0.00%00.0%Unchanged
Gen-Wealth Partners Inc30$9.96K0.00%00.0%Unchanged
Kiker Wealth Management, LLC30$9.96K0.01%00.0%Unchanged
Kestra Investment Management, LLC39$10.1K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group40$10.3K0.00%+40New
Twin Peaks Wealth Advisors, LLC34$11.6K0.00%+34New
Bogart Wealth, LLC35$11.6K0.00%−1−2.8%Reduced
Paladin Advisory Group, LLC37$12.3K0.01%00.0%Unchanged
GPS Wealth Strategies Group, LLC39$13.0K0.00%−32−45.1%Reduced
Financial Management Professionals, Inc.39$13.0K0.00%+9+30.0%Added
Capital Advisors, Ltd. LLC38$13.0K0.00%−31−44.9%Reduced
Orion Capital Management LLC40$13.4K0.01%00.0%Unchanged
N.E.W. Advisory Services LLC41$13.6K0.00%−30−42.3%Reduced
WPG Advisers, LLC41$13.6K0.01%+10+32.3%Added
Fortitude Family Office, LLC42$14.0K0.00%+11+35.5%Added
Manchester Capital Management LLC42$14.0K0.00%−17−28.8%Reduced
Semmax Financial Advisors Inc.44$14.7K0.00%00.0%Unchanged
Iron Horse Wealth Management, LLC45$14.9K0.00%00.0%Unchanged