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 |
|---|---|---|---|---|---|
| Amalgamated Bank | 22,316 | $7.41M | 0.06% | +155+0.7% | Added |
| USS Investment Management Ltd | 22,812 | $7.57M | 0.05% | 00.0% | Unchanged |
| LGT Group Foundation | 23,063 | $7.66M | 0.10% | +23,063 | New |
| Forsta Ap-Fonden | 23,300 | $7.74M | 0.05% | −300−1.3% | Reduced |
| First American Trust, FSB | 23,428 | $7.78M | 0.62% | −717−3.0% | Reduced |
| M&G Plc | 23,463 | $7.79M | 0.04% | +23,463 | New |
| Kovitz Investment Group Partners, LLC | 23,673 | $7.86M | 0.03% | −4,531−16.1% | Reduced |
| HITE Hedge Asset Management LLC | 23,825 | $7.91M | 0.45% | +23,825 | New |
| Abn Amro Investment Solutions | 23,884 | $7.93M | 0.16% | −4,792−16.7% | Reduced |
| Van Eck Associates Corp | 23,926 | $7.95M | 0.01% | −4,305−15.2% | Reduced |
| Retirement Systems of Alabama | 24,186 | $8.03M | 0.03% | −113−0.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 24,314 | $8.08M | 0.04% | +1,014+4.4% | Added |
| L & S Advisors Inc | 24,740 | $8.22M | 0.81% | +24,740 | New |
| Mandatum Life Insurance Co Ltd | 25,000 | $8.30M | 2.19% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 25,061 | $8.32M | 0.06% | +420+1.7% | Added |
| Dorsey & Whitney Trust CO LLC | 25,101 | $8.34M | 0.44% | +248+1.0% | Added |
| Kidder Stephen W | 25,196 | $8.37M | 2.52% | −4,175−14.2% | Reduced |
| Drystone LLC | 25,375 | $8.43M | 7.73% | −272−1.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,609 | $8.51M | 0.08% | −22−0.1% | Reduced |
| Westend Capital Management, LLC | 25,661 | $8.52M | 2.63% | +520+2.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,195 | $8.70M | 0.08% | +800+3.2% | Added |
| Stephens Inc | 26,206 | $8.70M | 0.12% | +384+1.5% | Added |
| ASR Vermogensbeheer N.V. | 26,278 | $8.73M | 0.11% | −112−0.4% | Reduced |
| Rockland Trust Co | 26,572 | $8.83M | 0.43% | −2,589−8.9% | Reduced |
| Lansdowne Partners (UK) LLP | 26,775 | $8.89M | 1.16% | +11,048+70.2% | Added |
| Fayez Sarofim & Co | 27,071 | $8.99M | 0.02% | +233+0.9% | Added |
| Tema ETFs LLC | 27,434 | $9.11M | 2.42% | −14,693−34.9% | Reduced |
| Czech National Bank | 27,551 | $9.15M | 0.07% | +1,580+6.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,644 | $9.18M | 0.05% | +1,786+6.9% | Added |
| Pinnbrook Capital Management LP | 27,710 | $9.20M | 2.41% | +27,710 | New |
| Capital Fund Management S.A. | 27,717 | $9.21M | 0.10% | +7,167+34.9% | Added |
| Puzo Michael J | 27,961 | $9.29M | 2.65% | −5,432−16.3% | Reduced |
| Brown Advisory Inc | 28,094 | $9.33M | 0.01% | +190+0.7% | Added |
| Nisa Investment Advisors, LLC | 28,471 | $9.46M | 0.04% | −757−2.6% | Reduced |
| Cetera Investment Advisers | 28,555 | $9.49M | 0.02% | +696+2.5% | Added |
| MetLife Investment Management | 29,142 | $9.68M | 0.06% | −679−2.3% | Reduced |
| Talbot Financial, LLC | 29,908 | $9.93M | 0.94% | +4,193+16.3% | Added |
| Ensign Peak Advisors, Inc | 29,934 | $9.94M | 0.02% | +2,006+7.2% | Added |
| Portland Global Advisors LLC | 29,959 | $9.95M | 1.17% | −862−2.8% | Reduced |
| Sompo Asset Management Co., Ltd. | 30,235 | $10.0M | 1.74% | +487+1.6% | Added |
| Erste Asset Management GmbH | 30,495 | $10.1M | 0.08% | +13,396+78.3% | Added |
| Jacobs & Co | 30,392 | $10.1M | 1.00% | −923−2.9% | Reduced |
| State of Michigan Retirement System | 30,613 | $10.2M | 0.05% | −100−0.3% | Reduced |
| Cerity Partners LLC | 31,000 | $10.3M | 0.02% | +5,927+23.6% | Added |
| American Century Companies Inc | 31,037 | $10.3M | 0.01% | +300+1.0% | Added |
| Bartlett & Co. Wealth Management LLC | 31,218 | $10.4M | 0.14% | −420−1.3% | Reduced |
| Captrust Financial Advisors | 31,574 | $10.5M | 0.02% | +1,857+6.2% | Added |
| Freestone Grove Partners LP | 31,717 | $10.5M | 0.08% | +30,879+3,684.8% | Added |
| DnB Asset Management AS | 31,790 | $10.6M | 0.04% | +1,297+4.3% | Added |
| AQR Capital Management LLC | 32,113 | $10.6M | 0.01% | +23,974+294.6% | Added |
| Banque Pictet & Cie SA | 32,336 | $10.7M | 0.11% | −373−1.1% | Reduced |
| Interval Partners, LP | 32,400 | $10.8M | 0.25% | +32,400 | New |
| Creative Planning | 32,438 | $10.8M | 0.01% | −1,957−5.7% | Reduced |
| M. Kraus & Co | 32,586 | $10.8M | 3.18% | −110−0.3% | Reduced |
| Arizona State Retirement System | 33,049 | $11.0M | 0.06% | +399+1.2% | Added |
| Janus Henderson Group PLC | 33,123 | $11.0M | 0.01% | +13,097+65.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,691 | $11.2M | 0.19% | +273+0.8% | Added |
| NorthCrest Asset Manangement, LLC | 32,440 | $11.3M | 0.30% | −430−1.3% | Reduced |
| Federated Hermes, Inc. | 34,088 | $11.3M | 0.02% | +10,090+42.0% | Added |
| Foresight Group Ltd Liability Partnership | 34,749 | $11.5M | 1.66% | −1,012−2.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 35,028 | $11.6M | 0.11% | +30,886+745.7% | Added |
| Public Employees Retirement System of Ohio | 35,659 | $11.8M | 0.04% | +113+0.3% | Added |
| Gotham Asset Management, LLC | 36,013 | $12.0M | 0.07% | +8,454+30.7% | Added |
| NEOS Investment Management LLC | 36,049 | $12.0M | 0.15% | −12,918−26.4% | Reduced |
| Nomura Asset Management Co Ltd | 36,425 | $12.1M | 0.03% | +1,724+5.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 36,606 | $12.2M | 0.04% | −14,788−28.8% | Reduced |
| Teacher Retirement System of Texas | 36,889 | $12.3M | 0.05% | +20,377+123.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 35,966 | $12.5M | 0.02% | +449+1.3% | Added |
| State of New Jersey Common Pension Fund D | 37,897 | $12.6M | 0.05% | 00.0% | Unchanged |
| Broderick Brian C | 38,052 | $12.6M | 2.50% | −6,889−15.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 38,657 | $12.8M | 0.06% | +1,888+5.1% | Added |
| Russell Investments Group, Ltd. | 38,845 | $12.9M | 0.02% | +4,748+13.9% | Added |
| Daiwa Securities Group Inc. | 39,208 | $13.0M | 0.05% | +17,297+78.9% | Added |
| KLP Kapitalforvaltning AS | 40,970 | $13.6M | 0.06% | +1,600+4.1% | Added |
| Advisor Group Holdings, Inc. | 42,430 | $13.7M | 0.02% | +5,249+14.1% | Added |
| Qube Research & Technologies Ltd | 41,356 | $13.7M | 0.02% | +41,356 | New |
| Core Wealth Partners LLC | 41,605 | $13.8M | 7.02% | −191−0.5% | Reduced |
| LMCG Investments, LLC | 41,907 | $13.9M | 0.87% | −2,168−4.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 42,002 | $14.0M | 0.10% | +600+1.4% | Added |
| Keybank National Association | 42,053 | $14.0M | 0.05% | −984−2.3% | Reduced |
| Isthmus Partners, LLC | 42,381 | $14.1M | 1.64% | −558−1.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 42,648 | $14.2M | 0.11% | +41,215+2,876.1% | Added |
| Heron Bay Capital Management | 42,740 | $14.2M | 2.79% | −475−1.1% | Reduced |
| Susquehanna International Group, LLP | 43,167 | $14.3M | 0.02% | +33,482+345.7% | Added |
| Scopus Asset Management, L.P. | 43,325 | $14.4M | 0.38% | +33,325+333.3% | Added |
| Korea Investment CORP | 44,089 | $14.6M | 0.03% | −9,500−17.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 44,978 | $14.9M | 0.18% | −4,118−8.4% | Reduced |
| Janney Montgomery Scott LLC | 45,058 | $15.0M | 0.04% | +2,977+7.1% | Added |
| Grandfield & Dodd, LLC | 45,714 | $15.2M | 0.89% | +301+0.7% | Added |
| Toronto Dominion Bank | 45,774 | $15.2M | 0.03% | +6,165+15.6% | Added |
| Tocqueville Asset Management L.P. | 46,530 | $15.5M | 0.24% | +4,660+11.1% | Added |
| La Banque Postale Asset Management SA | 47,606 | $15.8M | 0.22% | +27,568+137.6% | Added |
| Rodgers Brothers Inc. | 47,999 | $15.9M | 2.01% | +1,573+3.4% | Added |
| Cabot Wealth Management Inc | 48,395 | $16.1M | 1.91% | −85−0.2% | Reduced |
| Peapack Gladstone Financial Corp | 48,553 | $16.1M | 0.23% | +850+1.8% | Added |
| Madison Asset Management, LLC | 48,925 | $16.3M | 0.18% | −3,589−6.8% | Reduced |
| Asset Management One Co.,Ltd. | 49,427 | $16.4M | 0.05% | +2,691+5.8% | Added |
| TD Asset Management Inc | 49,838 | $16.6M | 0.01% | −1,838−3.6% | Reduced |
| South State Corp. | 50,170 | $16.7M | 0.73% | +2,339+4.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 50,251 | $16.7M | 0.02% | +7,550+17.7% | Added |