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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
Cromwell Holdings LLC328$109.0K0.07%−1−0.3%Reduced
DiNuzzo Private Wealth, Inc.329$109.3K0.01%−1−0.3%Reduced
MUFG Securities EMEA plc333$110.6K0.01%+333New
Sentry Investment Management LLC329$111.0K0.06%00.0%Unchanged
Nemes Rush Group LLC341$113.4K0.01%−470−58.0%Reduced
First Command Advisory Services, Inc.343$113.9K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp326$114.7K0.09%+15+4.8%Added
Beacon Capital Management, LLC348$115.4K0.02%−85−19.6%Reduced
Navigoe, LLC353$117.0K0.09%00.0%Unchanged
Crews Bank & Trust374$124.2K0.02%00.0%Unchanged
Trust Co of Toledo NA380$126.2K0.01%+380New
Rothschild Investment LLC381$126.6K0.01%−166−30.3%Reduced
Eq Wealth Advisors, LLC393$130.5K0.09%00.0%Unchanged
Thompson Investment Management, Inc.400$132.9K0.02%00.0%Unchanged
Maj Invest Holding A/S400$133.0K0.00%00.0%Unchanged
Larson Financial Group LLC408$135.5K0.01%+81+24.8%Added
Annis Gardner Whiting Capital Advisors, LLC411$136.5K0.05%00.0%Unchanged
Sound Income Strategies, LLC414$137.5K0.01%00.0%Unchanged
Covestor Ltd424$141.0K0.08%+83+24.3%Added
Banque de Luxembourg S.A.547$141.3K0.08%00.0%Unchanged
Westpac Banking Corp427$141.8K0.01%−27−5.9%Reduced
S&T Bank450$149.5K0.05%00.0%Unchanged
Catalyst Capital Advisors LLC453$150.5K0.00%+453New
Valley National Advisers Inc459$152.0K0.02%−2−0.4%Reduced
AdvisorNet Financial, Inc498$165.4K0.01%−211−29.8%Reduced
Coastline Trust Co500$166.1K0.02%00.0%Unchanged
Tompkins Financial Corp516$171.4K0.02%−25−4.6%Reduced
City Holding Co520$172.7K0.02%00.0%Unchanged
Quarry LP520$172.7K0.04%+437+526.5%Added
Smithfield Trust Co532$177.0K0.01%00.0%Unchanged
TFC Financial Management544$180.7K0.02%−3−0.5%Reduced
Raiffeisen Bank International AG574$185.1K0.00%−271−32.1%Reduced
NBT Bank N A575$191.0K0.01%−20−3.4%Reduced
Gitterman Wealth Management, LLC579$192.5K0.04%+579New
Battery Global Advisors, LLC598$198.6K0.10%00.0%Unchanged
Sunbelt Securities, Inc.695$198.7K0.02%+301+76.4%Added
Centric Wealth Management602$200.6K0.05%+602New
Catalyst Financial Partners LLC607$201.6K0.02%+607New
Farmers & Merchants Trust Co of Long Beach608$202.0K0.04%+608New
Hanson & Doremus Investment Management608$202.0K0.03%00.0%Unchanged
Values First Advisors, Inc.609$202.2K0.11%+609New
Breakwater Capital Group609$202.3K0.03%+609New
United Asset Strategies, Inc.609$202.4K0.02%+609New
Turtle Creek Wealth Advisors, LLC611$203.0K0.02%+611New
Cidel Asset Management Inc613$203.6K0.01%+613New
Penserra Capital Management LLC621$205.0K0.00%+67+12.1%Added
Stokes Family Office, LLC618$205.3K0.02%+618New
Gouws Capital LLC619$205.6K0.13%+619New
Parkside Financial Bank & Trust619$205.6K0.02%−57−8.4%Reduced
Armstrong Advisory Group, Inc621$206.3K0.02%+17+2.8%Added
Cherry Creek Investment Advisors, Inc.621$206.3K0.10%+621New
SRS Capital Advisors, Inc.466$206.7K0.01%+99+27.0%Added
VSM Wealth Advisory, LLC623$207.0K0.07%00.0%Unchanged
Clear Creek Financial Management, LLC625$207.6K0.02%+625New
Crawford Investment Counsel Inc627$208.3K0.00%+627New
NWF Advisory Services Inc.627$208.4K0.02%+627New
Central Trust Co628$208.6K0.00%−14−2.2%Reduced
Beacon Investment Advisory Services, Inc.630$209.3K0.01%+630New
Whittier Trust Co of Nevada Inc631$209.6K0.00%00.0%Unchanged
Flagstone Financial Management631$209.6K0.06%+631New
Paragon Capital Management Ltd632$210.0K0.04%+632New
Sound View Wealth Advisors Group, LLC632$210.1K0.02%−192−23.3%Reduced
Chemung Canal Trust Co633$210.3K0.04%+633New
Tiemann Investment Advisors, LLC634$210.5K0.09%+634New
Great Waters Wealth Management634$210.6K0.03%+634New
Mather Group, LLC.635$210.9K0.00%−307−32.6%Reduced
Burke & Herbert Bank & Trust Co635$210.9K0.05%+635New
Shelton Capital Management638$211.9K0.00%+638New
Estabrook Capital Management640$212.6K0.03%−360−36.0%Reduced
Independent Advisor Alliance641$212.8K0.01%+641New
Strengthening Families & Communities, LLC831$214.7K0.12%+287+52.8%Added
Brown Brothers Harriman & Co649$215.6K0.00%+60+10.2%Added
Phillips Wealth Planners LLC639$216.1K0.20%+639New
Vantage Point Financial LLC655$217.6K0.10%+655New
Aries Wealth Management660$219.2K0.06%+660New
Livforsakringsbolaget Skandia, Omsesidigt664$220.4K0.01%00.0%Unchanged
Trust Investment Advisors664$220.6K0.13%+664New
Citizens & Northern Corp666$221.2K0.06%+666New
Winton Group Ltd667$221.6K0.01%−2,744−80.4%Reduced
Sentinus, LLC668$221.8K0.05%+668New
JFS Wealth Advisors, LLC670$222.6K0.01%−32−4.6%Reduced
Foguth Wealth Management, LLC.670$222.7K0.05%−115−14.6%Reduced
Bradley Foster & Sargent Inc671$222.9K0.00%+671New
Carr Financial Group Corp672$223.2K0.07%+672New
Milestone Asset Management, LLC671$223.2K0.05%+671New
We Are One Seven, LLC679$225.6K0.01%+679New
Childress Capital Advisors, LLC680$225.8K0.06%+680New
Soltis Investment Advisors LLC680$225.8K0.02%+680New
Coastal Bridge Advisors, LLC682$226.5K0.02%+682New
Capital Investment Advisory Services, LLC683$227.0K0.02%+683New
Ruggaard & Associates LLC687$228.2K0.09%+687New
LeClair Wealth Partners LLC688$228.5K0.16%+688New
Accel Wealth Management690$229.2K0.08%+690New
True North Advisors, LLC691$229.5K0.04%+691New
Signal Advisors Wealth, LLC694$230.6K0.02%−158−18.5%Reduced
Welch Capital Partners LLC696$231.0K0.05%+696New
Professional Financial Advisors, LLC700$232.5K0.05%+700New
Signature Estate & Investment Advisors LLC701$232.9K0.01%+701New
Impact Partnership Wealth, LLC702$233.3K0.04%+702New
CoreCap Advisors, LLC703$233.5K0.01%+263+59.8%Added