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 |
|---|---|---|---|---|---|
| Gateway Investment Advisers LLC | 11,158 | $3.71M | 0.04% | −24−0.2% | Reduced |
| Rafferty Asset Management, LLC | 11,215 | $3.73M | 0.01% | +1,926+20.7% | Added |
| Atlantic Union Bankshares Corp | 11,268 | $3.74M | 0.09% | +11,268 | New |
| Lido Advisors, LLC | 11,468 | $3.81M | 0.02% | −563−4.7% | Reduced |
| Colony Group, LLC | 11,492 | $3.82M | 0.01% | −1,856−13.9% | Reduced |
| Banque Transatlantique SA | 11,550 | $3.84M | 0.11% | −357−3.0% | Reduced |
| Elefante Mark B | 11,595 | $3.85M | 2.89% | −394−3.3% | Reduced |
| Smithbridge Asset Management Inc | 11,676 | $3.88M | 0.68% | −133−1.1% | Reduced |
| Everence Capital Management Inc | 11,678 | $3.88M | 0.25% | +760+7.0% | Added |
| Buckhead Capital Management LLC | 11,682 | $3.88M | 1.50% | −4,440−27.5% | Reduced |
| Advisory Services Network, LLC | 11,134 | $3.92M | 0.06% | +8,723+361.8% | Added |
| Bank of Nova Scotia | 11,827 | $3.93M | 0.01% | −55−0.5% | Reduced |
| Weatherly Asset Management L. P. | 11,847 | $3.94M | 0.34% | −46−0.4% | Reduced |
| Kampmann Melissa S. | 11,868 | $3.94M | 2.96% | −205−1.7% | Reduced |
| Pacer Advisors, Inc. | 11,886 | $3.95M | 0.01% | +5,772+94.4% | Added |
| OP Asset Management Ltd | 11,982 | $3.98M | 0.06% | +296+2.5% | Added |
| Fiduciary Trust Co | 11,995 | $3.98M | 0.05% | −729−5.7% | Reduced |
| Concentric Capital Strategies, LP | 12,055 | $4.00M | 0.23% | +12,055 | New |
| Atom Investors LP | 12,228 | $4.06M | 0.36% | −13,883−53.2% | Reduced |
| Searle & Co. | 12,293 | $4.08M | 1.15% | 00.0% | Unchanged |
| Dempze Nancy E | 12,299 | $4.09M | 2.36% | −1,590−11.4% | Reduced |
| State of Alaska, Department of Revenue | 12,665 | $4.21M | 0.04% | −575−4.3% | Reduced |
| Natixis | 12,693 | $4.22M | 0.02% | +3,802+42.8% | Added |
| Mercer Global Advisors Inc | 12,722 | $4.23M | 0.01% | −351−2.7% | Reduced |
| Mutual of America Capital Management LLC | 12,930 | $4.29M | 0.05% | −221−1.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,960 | $4.30M | 0.01% | +1,429+12.4% | Added |
| Scotia Capital Inc. | 13,112 | $4.36M | 0.02% | −6,441−32.9% | Reduced |
| Glenmede Investment Management, LP | 13,135 | $4.36M | 0.02% | +13,135 | New |
| Mackenzie Financial Corp | 13,140 | $4.36M | 0.01% | +1,545+13.3% | Added |
| Globeflex Capital L P | 13,154 | $4.37M | 0.36% | +13,154 | New |
| Roberts Wealth Advisors, LLC | 13,169 | $4.37M | 1.26% | +48+0.4% | Added |
| Beese Fulmer Investment Management, Inc. | 13,173 | $4.38M | 0.33% | +164+1.3% | Added |
| Ascent Wealth Partners, LLC | 13,251 | $4.40M | 0.54% | −3,840−22.5% | Reduced |
| Night Squared LP | 13,565 | $4.51M | 2.01% | −790−5.5% | Reduced |
| Engineers Gate Manager LP | 13,570 | $4.51M | 0.06% | +5,700+72.4% | Added |
| DJE Kapital AG | 13,686 | $4.52M | 0.11% | +13,686 | New |
| Bill Few Associates, Inc. | 13,744 | $4.57M | 1.29% | −31−0.2% | Reduced |
| Sanctuary Advisors, LLC | 13,791 | $4.58M | 0.03% | +988+7.7% | Added |
| Yousif Capital Management, LLC | 14,066 | $4.67M | 0.05% | −224−1.6% | Reduced |
| CIBC World Markets Corp | 14,197 | $4.72M | 0.03% | +567+4.2% | Added |
| Nissay Asset Management Corp | 14,297 | $4.75M | 0.03% | −353−2.4% | Reduced |
| Vident Advisory, LLC | 14,362 | $4.77M | 0.05% | +7,538+110.5% | Added |
| Stratos Wealth Advisors, LLC | 14,710 | $4.89M | 0.26% | −394−2.6% | Reduced |
| JustInvest LLC | 14,748 | $4.92M | 0.06% | +1,101+8.1% | Added |
| Whitener Capital Management, Inc. | 14,895 | $4.95M | 1.31% | −60−0.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 14,920 | $4.96M | 0.00% | −1,204−7.5% | Reduced |
| Davy Global Fund Management Ltd | 15,000 | $4.98M | 0.44% | 00.0% | Unchanged |
| Synovus Financial Corp | 15,058 | $5.00M | 0.06% | −570−3.6% | Reduced |
| M&T Bank Corp | 15,062 | $5.00M | 0.02% | −3,593−19.3% | Reduced |
| Farmers & Merchants Investments Inc | 15,246 | $5.06M | 0.15% | +493+3.3% | Added |
| Brinker Capital Investments, LLC | 15,282 | $5.08M | 0.04% | +1,635+12.0% | Added |
| Quantinno Capital Management LP | 15,376 | $5.11M | 0.02% | +5,232+51.6% | Added |
| Toroso Investments, LLC | 15,771 | $5.24M | 0.03% | +5,933+60.3% | Added |
| McGuire Investment Group, LLC | 15,864 | $5.27M | 0.67% | +57+0.4% | Added |
| Advisors Asset Management, Inc. | 15,940 | $5.29M | 0.09% | −3,243−16.9% | Reduced |
| Silvant Capital Management LLC | 15,947 | $5.30M | 0.20% | +2,387+17.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 16,029 | $5.32M | 1.34% | −204−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,138 | $5.36M | 0.05% | −2,088−11.5% | Reduced |
| Andra AP-fonden | 16,400 | $5.45M | 0.08% | +1,500+10.1% | Added |
| Campbell & CO Investment Adviser LLC | 16,427 | $5.46M | 0.34% | +16,427 | New |
| Northwest & Ethical Investments L.P. | 16,490 | $5.48M | 0.14% | +16,490 | New |
| Ethic Inc. | 16,706 | $5.51M | 0.10% | +2,763+19.8% | Added |
| ING Groep NV | 16,631 | $5.52M | 0.03% | +16,631 | New |
| AXA S.A. | 16,718 | $5.55M | 0.02% | +1,755+11.7% | Added |
| Alerus Financial NA | 16,786 | $5.58M | 0.40% | −1,909−10.2% | Reduced |
| Prudential PLC | 16,893 | $5.61M | 0.03% | +4,130+32.4% | Added |
| New York Life Investment Management LLC | 16,915 | $5.62M | 0.05% | +157+0.9% | Added |
| First Trust Advisors LP | 16,994 | $5.64M | 0.00% | −8,308−32.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 17,126 | $5.69M | 0.05% | +821+5.0% | Added |
| Hall Laurie J Trustee | 17,132 | $5.69M | 1.88% | −125−0.7% | Reduced |
| Notis-McConarty Edward | 17,153 | $5.70M | 2.78% | −1,372−7.4% | Reduced |
| CIBC Asset Management Inc | 17,600 | $5.85M | 0.02% | −2,208−11.1% | Reduced |
| Entropy Technologies, LP | 17,691 | $5.88M | 0.47% | +17,691 | New |
| Xponance, Inc. | 17,999 | $5.98M | 0.05% | +452+2.6% | Added |
| Balyasny Asset Management LLC | 18,216 | $6.05M | 0.01% | −27,121−59.8% | Reduced |
| Utah Retirement Systems | 18,632 | $6.19M | 0.06% | −77−0.4% | Reduced |
| Kestra Advisory Services, LLC | 18,843 | $6.26M | 0.03% | −959−4.8% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 18,988 | $6.31M | 0.45% | +822+4.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 19,000 | $6.31M | 0.05% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 19,465 | $6.47M | 0.24% | −1,863−8.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 19,533 | $6.49M | 0.06% | +1,504+8.3% | Added |
| ProShare Advisors LLC | 19,547 | $6.49M | 0.01% | +2,161+12.4% | Added |
| Pathstone Holdings, LLC | 19,606 | $6.51M | 0.03% | −19,184−49.5% | Reduced |
| Nicholas Company, Inc. | 19,641 | $6.52M | 0.11% | +1,745+9.8% | Added |
| Telos Capital Management, Inc. | 20,042 | $6.66M | 0.68% | −1,014−4.8% | Reduced |
| Verition Fund Management LLC | 20,109 | $6.68M | 0.04% | +2,810+16.2% | Added |
| Prime Capital Investment Advisors, LLC | 20,264 | $6.73M | 0.09% | −4,849−19.3% | Reduced |
| ABN AMRO Bank N.V. | 20,181 | $6.74M | 0.09% | +178+0.9% | Added |
| Delaney Dennis R | 20,927 | $6.95M | 3.57% | −768−3.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,938 | $6.95M | 0.03% | −9,756−31.8% | Reduced |
| Papp L Roy & Associates | 21,030 | $6.99M | 0.83% | +2,579+14.0% | Added |
| GWM Advisors LLC | 21,091 | $7.01M | 0.04% | +1,970+10.3% | Added |
| Quantbot Technologies LP | 21,247 | $7.06M | 0.18% | +21,247 | New |
| Schaper Benz & Wise Investment Counsel Inc | 21,310 | $7.08M | 0.54% | +2,048+10.6% | Added |
| Iyo Bank, Ltd. | 21,350 | $7.09M | 2.87% | 00.0% | Unchanged |
| KWMG, LLC | 21,415 | $7.11M | 0.67% | +284+1.3% | Added |
| Lighthouse Investment Partners, LLC | 21,653 | $7.19M | 0.31% | +16,653+333.1% | Added |
| IFM Investors Pty Ltd | 21,655 | $7.19M | 0.07% | +1,195+5.8% | Added |
| Boston Common Asset Management, LLC | 21,797 | $7.24M | 0.20% | −5,862−21.2% | Reduced |
| MAI Capital Management | 21,956 | $7.29M | 0.05% | +78+0.4% | Added |