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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 703 | $233.7K | 0.00% | +703 | New |
| Sapient Capital LLC | 705 | $234.2K | 0.00% | +705 | New |
| Cary Street Partners Financial LLC | 709 | $235.5K | 0.01% | −8−1.1% | Reduced |
| Per Stirling Capital Management, LLC. | 713 | $236.8K | 0.03% | +713 | New |
| Washington Trust Bank | 716 | $237.8K | 0.02% | +716 | New |
| Enterprise Bank & Trust Co | 721 | $239.5K | 0.09% | +721 | New |
| Ironwood Investment Counsel, LLC | 721 | $239.7K | 0.04% | +721 | New |
| Victory Financial Group, LLC | 724 | $240.5K | 0.04% | +724 | New |
| Leavell Investment Management, Inc. | 728 | $241.9K | 0.01% | +728 | New |
| Envestnet Portfolio Solutions, Inc. | 729 | $242.2K | 0.00% | −149−17.0% | Reduced |
| Colonial Trust Co | 747 | $242.3K | 0.04% | −191−20.4% | Reduced |
| Pallas Capital Advisors LLC | 730 | $242.3K | 0.01% | −168−18.7% | Reduced |
| City State Bank | 730 | $242.5K | 0.08% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 730 | $242.6K | 0.02% | +730 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 737 | $244.8K | 0.02% | +737 | New |
| BSW Wealth Partners | 739 | $245.5K | 0.03% | +739 | New |
| Quadrant Private Wealth Management, LLC | 746 | $247.8K | 0.05% | +746 | New |
| Maple Capital Management, Inc. | 753 | $250.1K | 0.02% | −350−31.7% | Reduced |
| Drucker Wealth 3.0, LLC | 736 | $250.3K | 0.05% | +736 | New |
| Leonteq Securities AG | 756 | $251.1K | 0.01% | −11,140−93.6% | Reduced |
| Essex Financial Services, Inc. | 756 | $251.2K | 0.02% | −112−12.9% | Reduced |
| NBC Securities, Inc. | 759 | $252.0K | 0.02% | −79−9.4% | Reduced |
| Cumberland Partners Ltd | 761 | $252.8K | 0.02% | +761 | New |
| Baltimore-Washington Financial Advisors, Inc. | 762 | $253.1K | 0.01% | +762 | New |
| Clark Capital Management Group, Inc. | 766 | $254.4K | 0.00% | +766 | New |
| Center for Financial Planning, Inc. | 767 | $254.8K | 0.03% | 00.0% | Unchanged |
| Sicart Associates LLC | 775 | $257.4K | 0.09% | −400−34.0% | Reduced |
| M. Kulyk & Associates, LLC | 777 | $258.1K | 0.06% | −32−4.0% | Reduced |
| Panagora Asset Management Inc | 777 | $258.1K | 0.00% | −5−0.6% | Reduced |
| Icon Wealth Advisors, LLC | 782 | $259.8K | 0.02% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 783 | $260.1K | 0.01% | −45−5.4% | Reduced |
| Busey Wealth Management | 785 | $260.8K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 787 | $261.4K | 0.02% | +70+9.8% | Added |
| Ritholtz Wealth Management | 791 | $262.6K | 0.01% | +791 | New |
| Chicago Partners Investment Group LLC | 738 | $264.3K | 0.01% | +738 | New |
| EverSource Wealth Advisors, LLC | 799 | $265.4K | 0.01% | +192+31.6% | Added |
| Advance Capital Management, Inc. | 800 | $265.7K | 0.01% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 800 | $265.7K | 0.08% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 800 | $265.7K | 0.08% | +800 | New |
| CX Institutional | 808 | $268.0K | 0.01% | +183+29.3% | Added |
| Founders Financial Alliance, LLC | 810 | $269.1K | 0.06% | +810 | New |
| Seven Mile Advisory | 811 | $269.4K | 0.16% | −26−3.1% | Reduced |
| Howe & Rusling Inc | 814 | $270.4K | 0.02% | +20+2.5% | Added |
| Sonora Investment Management Group, LLC | 817 | $271.4K | 0.02% | −132−13.9% | Reduced |
| Crescent Grove Advisors, LLC | 822 | $273.1K | 0.03% | +822 | New |
| SevenBridge Financial Group, LLC | 812 | $275.9K | 0.05% | −65−7.4% | Reduced |
| West Michigan Advisors, LLC | 833 | $276.7K | 0.08% | −6−0.7% | Reduced |
| Advisor OS, LLC | 835 | $277.3K | 0.03% | −6−0.7% | Reduced |
| Crestwood Advisors Group LLC | 836 | $277.7K | 0.00% | +836 | New |
| PharVision Advisers, LLC | 838 | $278.4K | 0.40% | +838 | New |
| Graypoint LLC | 845 | $280.6K | 0.02% | −7−0.8% | Reduced |
| Professional Advisory Services Inc | 850 | $282.0K | 0.04% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 849 | $282.0K | 0.02% | −164−16.2% | Reduced |
| Aviso Financial Inc. | 859 | $285.3K | 0.01% | +36+4.4% | Added |
| Pitcairn Co | 861 | $286.0K | 0.02% | −135−13.6% | Reduced |
| First Business Financial Services, Inc. | 867 | $288.0K | 0.03% | 00.0% | Unchanged |
| ERn Financial, LLC | 868 | $288.2K | 0.06% | −2−0.2% | Reduced |
| Key Financial Inc | 869 | $288.7K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 870 | $289.0K | 0.04% | −45−4.9% | Reduced |
| Fragasso Group Inc. | 871 | $289.2K | 0.02% | −21−2.4% | Reduced |
| Financial Engines Advisors L.L.C. | 874 | $290.0K | 0.00% | −2−0.2% | Reduced |
| Keystone Investors Pte Ltd | 874 | $290.3K | 0.06% | −693−44.2% | Reduced |
| Kickstand Ventures, LLC. | 875 | $290.6K | 0.07% | −3−0.3% | Reduced |
| Cambiar Investors LLC | 878 | $291.6K | 0.01% | −395−31.0% | Reduced |
| Commerzbank Aktiengesellschaft | 877 | $292.0K | 0.01% | −3,462−79.8% | Reduced |
| PDS Planning, Inc | 886 | $294.3K | 0.02% | +886 | New |
| Patton Fund Management, Inc. | 886 | $294.3K | 0.06% | +886 | New |
| Howard Bailey Securities, LLC | 888 | $295.0K | 0.09% | −76−7.9% | Reduced |
| Private Management Group Inc | 891 | $296.0K | 0.01% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 894 | $297.1K | 0.00% | −23−2.5% | Reduced |
| Congress Wealth Management LLC | 894 | $297.4K | 0.00% | +41+4.8% | Added |
| Pine Harbor Wealth Management, LLC | 900 | $299.0K | 0.11% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 903 | $299.9K | 0.23% | +903 | New |
| Impact Capital Partners LLC | 904 | $300.3K | 0.10% | +28+3.2% | Added |
| Smart Money Group LLC | 908 | $301.5K | 0.09% | +3+0.3% | Added |
| Sagespring Wealth Partners, LLC | 912 | $303.0K | 0.01% | +131+16.8% | Added |
| Second Line Capital, LLC | 913 | $303.3K | 0.07% | −82−8.2% | Reduced |
| Hudock, Inc. | 913 | $303.4K | 0.05% | +1+0.1% | Added |
| Diligent Investors, LLC | 916 | $304.4K | 0.07% | +1+0.1% | Added |
| Conning Inc. | 917 | $304.6K | 0.01% | −24−2.6% | Reduced |
| Bishop & Co Investment Management, LLC | 918 | $304.9K | 0.11% | 00.0% | Unchanged |
| Chelsea Counsel Co | 922 | $306.3K | 0.15% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 935 | $310.6K | 0.00% | +935 | New |
| U.S. Capital Wealth Advisors, LLC | 936 | $311.0K | 0.01% | +7+0.8% | Added |
| MBB Public Markets I LLC | 949 | $315.2K | 0.04% | −221−18.9% | Reduced |
| Marshall & Sullivan Inc | 950 | $315.6K | 0.15% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 953 | $316.6K | 0.09% | −785−45.2% | Reduced |
| Accredited Investors Inc. | 955 | $317.3K | 0.02% | +73+8.3% | Added |
| WealthPLAN Partners, LLC | 959 | $318.6K | 0.05% | −45−4.5% | Reduced |
| American National Bank | 962 | $319.5K | 0.03% | −59−5.8% | Reduced |
| Stevens Capital Management LP | 964 | $320.0K | 0.09% | −2,426−71.6% | Reduced |
| Tradition Wealth Management, LLC | 964 | $320.3K | 0.03% | −1−0.1% | Reduced |
| KLCM Advisors, Inc. | 966 | $320.9K | 0.03% | 00.0% | Unchanged |
| Dillon & Associates Inc | 966 | $321.0K | 0.04% | −4,426−82.1% | Reduced |
| 1776 Wealth LLC | 979 | $325.2K | 0.13% | −51−5.0% | Reduced |
| Financial Security Advisor, Inc. | 980 | $325.7K | 0.07% | +4+0.4% | Added |
| Pettyjohn, Wood & White, Inc | 982 | $326.2K | 0.06% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 983 | $326.6K | 0.01% | +7+0.7% | Added |
| ABLE Financial Group, LLC | 986 | $327.5K | 0.08% | −3−0.3% | Reduced |
| Eastern Bank | 990 | $328.8K | 0.01% | 00.0% | Unchanged |