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 |
|---|---|---|---|---|---|
| Live Oak Private Wealth LLC | 999 | $331.8K | 0.05% | −69−6.5% | Reduced |
| South Dakota Investment Council | 1,000 | $332.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,000 | $332.2K | 0.05% | −3,500−77.8% | Reduced |
| Wellington Shields & Co., LLC | 1,000 | $332.2K | 0.09% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $332.2K | 0.04% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $332.2K | 0.03% | −3−0.3% | Reduced |
| Boothbay Fund Management, LLC | 1,001 | $332.5K | 0.01% | +1,001 | New |
| FMB Wealth Management | 1,003 | $333.2K | 0.16% | −2−0.2% | Reduced |
| Warther Private Wealth, LLC | 1,003 | $333.2K | 0.09% | +1,003 | New |
| Certified Advisory Corp | 1,008 | $334.8K | 0.03% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 1,012 | $336.2K | 0.03% | +1,012 | New |
| Kooman & Associates | 1,014 | $336.8K | 0.11% | −1−0.1% | Reduced |
| Welch & Forbes LLC | 1,016 | $337.5K | 0.00% | −104−9.3% | Reduced |
| Caldwell Trust Co | 1,017 | $337.8K | 0.03% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,018 | $338.1K | 0.13% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,022 | $339.5K | 0.02% | 00.0% | Unchanged |
| Foster Group, Inc. | 1,026 | $340.8K | 0.01% | +137+15.4% | Added |
| Forum Financial Management, LP | 1,032 | $342.8K | 0.01% | +172+20.0% | Added |
| LS Investment Advisors, LLC | 1,040 | $345.5K | 0.05% | +1,040 | New |
| Belmont Capital, LLC | 1,042 | $346.1K | 0.05% | 00.0% | Unchanged |
| Plancorp, LLC | 1,045 | $347.1K | 0.01% | −9−0.9% | Reduced |
| Carnegie Lake Advisors LLC | 1,048 | $348.0K | 0.14% | 00.0% | Unchanged |
| Grange Capital, LLC | 1,050 | $348.8K | 0.36% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,064 | $353.4K | 0.01% | −36−3.3% | Reduced |
| Jacobi Capital Management LLC | 1,066 | $353.9K | 0.02% | −61−5.4% | Reduced |
| Simplex Trading, LLC | 1,071 | $355.0K | 0.01% | +1,071 | New |
| Formidable Asset Management, LLC | 1,378 | $356.0K | 0.06% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,073 | $356.2K | 0.00% | +75+7.5% | Added |
| Vicus Capital | 1,072 | $356.2K | 0.03% | +4+0.4% | Added |
| Fort Point Capital Partners LLC | 1,074 | $356.8K | 0.04% | −28−2.5% | Reduced |
| DMG Group, LLC | 1,080 | $358.7K | 0.28% | +80+8.0% | Added |
| Kelly Financial Services LLC | 1,082 | $359.4K | 0.11% | −14−1.3% | Reduced |
| Rebalance, LLC | 1,083 | $359.6K | 0.02% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,015 | $360.2K | 0.08% | −8−0.8% | Reduced |
| FineMark National Bank & Trust | 1,086 | $360.7K | 0.01% | +156+16.8% | Added |
| Garner Asset Management Corp | 1,090 | $362.1K | 0.17% | +1,090 | New |
| Revolve Wealth Partners, LLC | 1,091 | $362.3K | 0.05% | +191+21.2% | Added |
| Almanack Investment Partners, LLC. | 1,094 | $363.4K | 0.06% | +1,094 | New |
| Cigna Investments Inc | 1,096 | $364.0K | 0.06% | −34−3.0% | Reduced |
| Bayesian Capital Management, LP | 1,100 | $365.4K | 0.06% | −5,400−83.1% | Reduced |
| Brookstone Capital Management | 1,101 | $365.6K | 0.00% | +69+6.7% | Added |
| Capital Investment Counsel, Inc | 1,105 | $367.0K | 0.05% | +25+2.3% | Added |
| Tealwood Asset Management Inc | 1,120 | $372.0K | 0.17% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,123 | $373.0K | 0.05% | +4+0.4% | Added |
| Summit X, LLC | 1,124 | $373.4K | 0.07% | +7+0.6% | Added |
| International Assets Investment Management, LLC | 1,129 | $374.9K | 0.03% | −487−30.1% | Reduced |
| Aurora Private Wealth, Inc. | 1,130 | $375.0K | 0.28% | −20−1.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,132 | $375.9K | 0.21% | +12+1.1% | Added |
| Petrus Trust Company, LTA | 1,132 | $376.0K | 0.04% | +1,132 | New |
| Savvy Advisors, Inc. | 1,133 | $376.3K | 0.03% | +169+17.5% | Added |
| Principal Securities, Inc. | 1,134 | $376.7K | 0.01% | +17+1.5% | Added |
| Cedar Point Capital Partners, LLC | 1,134 | $376.7K | 0.27% | +15+1.3% | Added |
| Cannon Financial Strategists, Inc. | 1,138 | $377.9K | 0.06% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,149 | $379.1K | 0.15% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,142 | $379.3K | 0.04% | −3−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 1,142 | $379.4K | 0.01% | +1,142 | New |
| Phoenix Holdings Ltd. | 1,148 | $381.1K | 0.01% | +100+9.5% | Added |
| State of Wyoming | 1,156 | $384.0K | 0.05% | +1,156 | New |
| Keel Point, LLC | 1,159 | $385.1K | 0.03% | +48+4.3% | Added |
| Associated Banc-Corp | 1,162 | $386.0K | 0.01% | −152−11.6% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,162 | $386.0K | 0.18% | +124+11.9% | Added |
| First Community Trust NA | 1,168 | $388.0K | 0.32% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,169 | $388.3K | 0.01% | −11−0.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,170 | $388.6K | 0.01% | +1,170 | New |
| Fifth Third Wealth Advisors LLC | 1,171 | $389.0K | 0.02% | −138−10.5% | Reduced |
| Hardin Capital Partners, LLC | 1,150 | $389.4K | 0.23% | −20−1.7% | Reduced |
| MCF Advisors LLC | 1,176 | $390.6K | 0.03% | −1,095−48.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,186 | $393.8K | 0.10% | +4+0.3% | Added |
| Confluence Wealth Services, Inc. | 1,187 | $394.3K | 0.02% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 1,200 | $398.6K | 0.08% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,200 | $398.6K | 0.08% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,200 | $398.6K | 0.11% | 00.0% | Unchanged |
| Apella Capital, LLC | 1,181 | $400.4K | 0.01% | +220+22.9% | Added |
| Ronald Blue Trust, Inc. | 1,213 | $402.9K | 0.00% | +12+1.0% | Added |
| Skopos Labs, Inc. | 1,214 | $403.3K | 0.05% | +45+3.8% | Added |
| Madden Securities Corp | 1,215 | $403.6K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,215 | $403.6K | 0.03% | +1,215 | New |
| Navalign, LLC | 1,220 | $405.3K | 0.11% | −495−28.9% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $406.2K | 0.30% | 00.0% | Unchanged |
| Assetmark, Inc | 1,244 | $413.2K | 0.00% | −1,952−61.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,245 | $413.6K | 0.01% | +1+0.1% | Added |
| Monticello Wealth Management, LLC | 1,245 | $413.6K | 0.03% | −12−1.0% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $415.0K | 0.14% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,254 | $416.5K | 0.01% | −7−0.6% | Reduced |
| Cahill Financial Advisors Inc | 1,263 | $419.5K | 0.05% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,266 | $420.5K | 0.03% | +380+42.9% | Added |
| Profund Advisors LLC | 1,268 | $421.2K | 0.02% | +122+10.6% | Added |
| Calamos Wealth Management LLC | 1,269 | $421.5K | 0.02% | +1,269 | New |
| Rehmann Capital Advisory Group | 1,275 | $423.5K | 0.03% | −57−4.3% | Reduced |
| Vise Technologies, Inc. | 1,275 | $423.6K | 0.02% | +1,275 | New |
| Great Valley Advisor Group, Inc. | 1,277 | $424.5K | 0.01% | −86−6.3% | Reduced |
| Gladstone Institutional Advisory LLC | 1,293 | $429.6K | 0.02% | +20+1.6% | Added |
| Cullinan Associates Inc | 1,300 | $431.8K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $431.8K | 0.32% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,307 | $434.0K | 0.06% | −44−3.3% | Reduced |
| Bridgefront Capital, LLC | 1,308 | $434.5K | 0.12% | +1,308 | New |
| Hengehold Capital Management LLC | 1,312 | $435.8K | 0.04% | −13−1.0% | Reduced |
| Fox Run Management, L.L.C. | 1,318 | $437.8K | 0.07% | −904−40.7% | Reduced |
| Patron Partners Advisors, LLC | 1,321 | $438.8K | 0.22% | −97−6.8% | Reduced |
| Pensionmark Financial Group, LLC | 1,324 | $439.9K | 0.01% | −386−22.6% | Reduced |