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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 204,479 | $67.9M | 0.15% | +139,047+212.5% | Added |
| FIL Ltd | 206,723 | $68.7M | 0.06% | −305,732−59.7% | Reduced |
| Rhumbline Advisers | 214,652 | $71.3M | 0.06% | −5,883−2.7% | Reduced |
| Westfield Capital Management Co LP | 214,680 | $71.3M | 0.30% | −5,180−2.4% | Reduced |
| Stifel Financial Corp | 214,744 | $71.3M | 0.07% | +1,598+0.7% | Added |
| Ceredex Value Advisors LLC | 227,188 | $75.5M | 1.62% | −33,933−13.0% | Reduced |
| Envestnet Asset Management Inc | 227,431 | $75.5M | 0.02% | −52,421−18.7% | Reduced |
| Huntington National Bank | 228,111 | $75.8M | 0.50% | +8,201+3.7% | Added |
| Citigroup Inc | 233,068 | $77.4M | 0.05% | −14,226−5.8% | Reduced |
| Great West Life Assurance Co | 238,949 | $79.5M | 0.13% | +81,656+51.9% | Added |
| Principal Financial Group Inc | 250,143 | $83.1M | 0.04% | +17,580+7.6% | Added |
| Millennium Management LLC | 255,200 | $84.8M | 0.08% | +235,614+1,203.0% | Added |
| Voya Investment Management LLC | 264,150 | $87.7M | 0.09% | −28,377−9.7% | Reduced |
| Wells Fargo & Company | 269,514 | $89.5M | 0.02% | +9,569+3.7% | Added |
| Blair William & Co | 276,929 | $92.0M | 0.26% | −12,437−4.3% | Reduced |
| Sterling Capital Management LLC | 280,574 | $93.2M | 1.32% | −66,881−19.2% | Reduced |
| Great Lakes Advisors, LLC | 283,933 | $94.3M | 0.79% | −2,691−0.9% | Reduced |
| Prudential Financial Inc | 292,063 | $97.0M | 0.13% | +158,950+119.4% | Added |
| Saturna Capital CORP | 301,507 | $100.2M | 1.35% | +207+0.1% | Added |
| Nuveen, LLC | 303,413 | $100.8M | 0.03% | +57,141+23.2% | Added |
| Royal Bank of Canada | 310,174 | $103.0M | 0.02% | +68,372+28.3% | Added |
| King Luther Capital Management Corp | 327,721 | $108.9M | 0.47% | −9,892−2.9% | Reduced |
| Worldquant Millennium Advisors LLC | 333,161 | $110.7M | 0.55% | +149,379+81.3% | Added |
| Swiss National Bank | 342,300 | $113.7M | 0.07% | +23,900+7.5% | Added |
| Ontario Teachers Pension Plan Board | 354,792 | $117.9M | 2.43% | +350,261+7,730.3% | Added |
| Quilter Plc | 362,520 | $120.4M | 2.20% | +11,170+3.2% | Added |
| JPMorgan Chase & Co | 368,670 | $122.5M | 0.01% | −26,025−6.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 379,559 | $126.1M | 0.10% | +24,377+6.9% | Added |
| Raymond James Financial Inc | 383,392 | $127.4M | 0.04% | +26,312+7.4% | Added |
| Primecap Management Co | 386,032 | $128.2M | 0.10% | +130,582+51.1% | Added |
| Robeco Institutional Asset Management B.V. | 399,309 | $132.6M | 0.21% | +350,662+720.8% | Added |
| Franklin Resources Inc | 404,224 | $134.3M | 0.04% | −66,102−14.1% | Reduced |
| Barclays PLC | 406,335 | $135.0M | 0.05% | +137,886+51.4% | Added |
| Deutsche Bank AG | 412,562 | $137.0M | 0.05% | −47,843−10.4% | Reduced |
| Mairs & Power Inc | 412,922 | $137.2M | 1.35% | −5,539−1.3% | Reduced |
| DekaBank Deutsche Girozentrale | 417,024 | $137.4M | 0.25% | −39,941−8.7% | Reduced |
| Davenport & Co LLC | 423,233 | $140.3M | 0.78% | −674−0.2% | Reduced |
| Marshall Wace, LLP | 429,492 | $142.7M | 0.17% | +320,627+294.5% | Added |
| Nordea Investment Management AB | 459,480 | $151.8M | 0.14% | +7,485+1.7% | Added |
| Thrivent Financial for Lutherans | 457,689 | $152.0M | 0.33% | −56,715−11.0% | Reduced |
| Champlain Investment Partners, LLC | 501,937 | $166.7M | 1.16% | −164,080−24.6% | Reduced |
| Citadel Advisors LLC | 540,405 | $179.5M | 0.16% | +233,202+75.9% | Added |
| Wellington Management Group LLP | 653,497 | $217.1M | 0.04% | −8,830−1.3% | Reduced |
| Legal & General Group Plc | 689,865 | $229.2M | 0.06% | −21,450−3.0% | Reduced |
| Bank of New York Mellon Corp | 725,692 | $241.1M | 0.05% | −39,468−5.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 769,072 | $255.4M | 0.49% | −12,713−1.6% | Reduced |
| Fisher Asset Management, LLC | 792,503 | $263.2M | 0.10% | +52,714+7.1% | Added |
| Dimensional Fund Advisors LP | 846,153 | $281.1M | 0.07% | −21,433−2.5% | Reduced |
| Holocene Advisors, LP | 866,992 | $288.0M | 0.71% | +488,262+128.9% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 890,875 | $295.8M | 1.39% | −109,700−11.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,006,575 | $334.4M | 0.21% | +12,262+1.2% | Added |
| Victory Capital Management Inc | 1,018,853 | $341.7M | 0.22% | +955,514+1,508.6% | Added |
| Invesco Ltd. | 1,103,151 | $366.4M | 0.06% | −345,009−23.8% | Reduced |
| Norges Bank | 1,109,597 | $368.6M | 0.05% | +150,364+15.7% | Added |
| Amundi | 1,084,352 | $371.7M | 0.13% | −465,063−30.0% | Reduced |
| Alliancebernstein L.P. | 1,160,263 | $385.4M | 0.13% | −10,388−0.9% | Reduced |
| Bank of America Corp | 1,252,937 | $416.2M | 0.03% | −216,409−14.7% | Reduced |
| UBS Asset Management Americas Inc | 1,301,282 | $432.2M | 0.09% | +131,272+11.2% | Added |
| Northern Trust Corp | 1,373,972 | $456.4M | 0.06% | −22,331−1.6% | Reduced |
| Charles Schwab Investment Management Inc | 1,578,663 | $524.4M | 0.09% | −1,293−0.1% | Reduced |
| Goldman Sachs Group Inc | 1,988,044 | $660.4M | 0.11% | +168,665+9.3% | Added |
| Lazard Asset Management LLC | 1,992,020 | $661.7M | 0.91% | −187,227−8.6% | Reduced |
| Morgan Stanley | 2,557,281 | $849.5M | 0.06% | −12,905−0.5% | Reduced |
| UBS Group AG | 2,614,280 | $868.4M | 0.18% | +218,584+9.1% | Added |
| Geode Capital Management, LLC | 2,874,428 | $950.7M | 0.07% | +48,105+1.7% | Added |
| State Street Corp | 4,750,616 | $1.58B | 0.06% | +5,689+0.1% | Added |
| Price T Rowe Associates Inc | 4,985,165 | $1.66B | 0.19% | −885,166−15.1% | Reduced |
| BlackRock, Inc. | 8,733,724 | $2.90B | 0.06% | −58,438−0.7% | Reduced |
| Vanguard Group Inc | 14,058,406 | $4.67B | 0.08% | +207,448+1.5% | Added |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −211,885−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −103,713−100.0% | Sold out |
| Tenere Capital LLC | 0 | $0 | 0.00% | −49,815−100.0% | Sold out |
| Thematics Asset Management | 0 | $0 | 0.00% | −47,335−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −44,306−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −40,791−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −31,312−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −26,095−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −23,374−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −22,397−100.0% | Sold out |
| Bell Asset Management Ltd | 0 | $0 | 0.00% | −21,015−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −14,793−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −12,401−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −11,656−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,369−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −9,425−100.0% | Sold out |
| Weil Company, Inc. | 0 | $0 | 0.00% | −8,780−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,477−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −6,719−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,786−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −5,368−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −4,844−100.0% | Sold out |
| Leibman Financial Services, Inc. | 0 | $0 | 0.00% | −4,660−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −4,394−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,580−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −3,421−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −2,448−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −2,428−100.0% | Sold out |