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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 48 | $15.9K | 0.00% | +15+45.5% | Added |
| Richardson Financial Services Inc. | 48 | $15.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 47 | $16.0K | 0.00% | −15−24.2% | Reduced |
| Ameriflex Group, Inc. | 50 | $16.3K | 0.01% | −20−28.6% | Reduced |
| Morse Asset Management, Inc | 50 | $16.6K | 0.00% | −18−26.5% | Reduced |
| Mascoma Wealth Management LLC | 50 | $16.6K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 51 | $16.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 51 | $16.9K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 51 | $16.9K | 0.00% | +51 | New |
| Decker Retirement Planning Inc. | 51 | $16.9K | 0.01% | +51 | New |
| Indiana Trust & Investment Management CO | 53 | $17.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 56 | $18.4K | 0.00% | +8+16.7% | Added |
| Whipplewood Advisors, LLC | 56 | $18.6K | 0.01% | +18+47.4% | Added |
| Albion Financial Group | 57 | $18.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 62 | $20.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 63 | $20.9K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 63 | $21.1K | 0.01% | −42−40.0% | Reduced |
| WealthCollab, LLC | 64 | $21.3K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 64 | $21.3K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 64 | $21.3K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 70 | $23.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 70 | $23.3K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 71 | $23.6K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 71 | $23.6K | 0.00% | +35+97.2% | Added |
| Bruce G. Allen Investments, LLC | 72 | $23.9K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $23.9K | 0.00% | −22−23.4% | Reduced |
| Rise Advisors, LLC | 72 | $23.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 74 | $24.6K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $24.9K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 76 | $25.2K | 0.01% | +76 | New |
| Birchbrook, Inc. | 80 | $26.6K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $27.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $27.2K | 0.00% | +5+6.5% | Added |
| Fairscale Capital, LLC | 79 | $27.8K | 0.02% | 00.0% | Unchanged |
| Community Bank, N.A. | 90 | $29.9K | 0.00% | −10−10.0% | Reduced |
| Grove Bank & Trust | 94 | $31.2K | 0.00% | +10+11.9% | Added |
| First Horizon Advisors, Inc. | 94 | $31.2K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 96 | $31.9K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $33.0K | 0.01% | −91−47.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 100 | $33.2K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $33.2K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $33.2K | 0.03% | +100 | New |
| Caitong International Asset Management Co., Ltd | 103 | $34.2K | 0.02% | −800−88.6% | Reduced |
| Financial Perspectives, Inc | 112 | $37.2K | 0.01% | 00.0% | Unchanged |
| Cooksen Wealth, LLC | 114 | $37.9K | 0.03% | −16−12.3% | Reduced |
| SBI Securities Co., Ltd. | 116 | $38.5K | 0.00% | +38+48.7% | Added |
| Legend Financial Advisors, Inc. | 117 | $38.9K | 0.03% | +117 | New |
| Motco | 112 | $39.4K | 0.00% | −70−38.5% | Reduced |
| Financial Gravity Companies, Inc. | 120 | $39.9K | 0.01% | +120 | New |
| Team Financial Group, LLC | 121 | $40.3K | 0.02% | +121 | New |
| IAG Wealth Partners, LLC | 124 | $41.2K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 125 | $41.5K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 125 | $41.5K | 0.04% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 125 | $41.5K | 0.00% | +1+0.8% | Added |
| Strategic Investment Solutions, Inc. | 129 | $42.9K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 133 | $44.2K | 0.02% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 134 | $44.5K | 0.00% | +7+5.5% | Added |
| Dynamic Wealth Strategies, LLC | 138 | $45.8K | 0.03% | +138 | New |
| Rogco, LP | 139 | $46.2K | 0.02% | −50−26.5% | Reduced |
| Godsey & Gibb Associates | 140 | $46.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 147 | $48.0K | 0.02% | −115−43.9% | Reduced |
| Prestige Wealth Management Group LLC | 148 | $49.2K | 0.01% | −40−21.3% | Reduced |
| AdvisorShares Investments LLC | 150 | $49.8K | 0.01% | +150 | New |
| Bullock Wealth Management Group | 150 | $50.8K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 154 | $51.2K | 0.02% | +154 | New |
| Maryland Capital Advisors Inc. | 154 | $51.2K | 0.02% | +138+862.5% | Added |
| Bank of Jackson Hole Trust | 161 | $53.5K | 0.03% | +41+34.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $54.8K | 0.02% | +75+83.3% | Added |
| Accredited Wealth Management, LLC | 165 | $54.8K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 168 | $55.9K | 0.00% | −72−30.0% | Reduced |
| ORG Partners LLC | 166 | $56.2K | 0.01% | −4−2.4% | Reduced |
| Asset Planning,Inc | 173 | $57.5K | 0.04% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 180 | $59.8K | 0.03% | +14+8.4% | Added |
| Aventura Private Wealth, LLC | 183 | $60.8K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 194 | $64.4K | 0.00% | −20−9.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 200 | $66.4K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $66.4K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 206 | $68.4K | 0.01% | +206 | New |
| Hemington Wealth Management | 215 | $71.0K | 0.01% | +8+3.9% | Added |
| Wealth Preservation Advisors, LLC | 214 | $71.1K | 0.04% | 00.0% | Unchanged |
| Hoese & Co LLP | 225 | $74.7K | 0.06% | +225 | New |
| Breakwater Investment Management | 226 | $75.1K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 230 | $76.0K | 0.00% | +230 | New |
| Independence Bank of Kentucky | 230 | $76.4K | 0.01% | −10−4.2% | Reduced |
| Johnson Financial Group, Inc. | 245 | $81.4K | 0.00% | +245 | New |
| Lowe Wealth Advisors, LLC | 248 | $82.4K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $83.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $83.0K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $83.1K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 254 | $84.4K | 0.00% | −20−7.3% | Reduced |
| CVA Family Office, LLC | 254 | $84.4K | 0.01% | +20+8.5% | Added |
| St Germain D J Co Inc | 262 | $87.0K | 0.00% | +256+4,266.7% | Added |
| Versant Capital Management, Inc | 269 | $89.4K | 0.01% | +7+2.7% | Added |
| Bell Investment Advisors, Inc | 275 | $91.3K | 0.02% | −23−7.7% | Reduced |
| Keener Financial Planning LLC | 278 | $92.0K | 0.05% | 00.0% | Unchanged |
| Wexford Capital LP | 279 | $92.7K | 0.03% | +279 | New |
| Oakworth Capital, Inc. | 284 | $94.3K | 0.01% | +17+6.4% | Added |
| Asset Dedication, LLC | 284 | $94.3K | 0.01% | −2−0.7% | Reduced |
| 1620 Investment Advisors, Inc. | 287 | $95.3K | 0.07% | 00.0% | Unchanged |
| Onefund, LLC | 301 | $100.0K | 0.07% | +301 | New |