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 |
|---|---|---|---|---|---|
| Elios Financial Group Inc. | 1,324 | $439.9K | 0.20% | +2+0.2% | Added |
| Frank, Rimerman Advisors LLC | 1,325 | $440.1K | 0.03% | −100−7.0% | Reduced |
| ProVise Management Group, LLC | 1,327 | $440.8K | 0.03% | −20−1.5% | Reduced |
| Resources Management Corp | 1,329 | $441.0K | 0.06% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,329 | $441.5K | 0.01% | −37−2.7% | Reduced |
| Syon Capital LLC | 1,343 | $446.2K | 0.03% | +455+51.2% | Added |
| Clarius Group, LLC | 1,347 | $447.4K | 0.03% | +162+13.7% | Added |
| AE Wealth Management LLC | 1,354 | $449.8K | 0.00% | −374−21.6% | Reduced |
| J. Safra Sarasin Holding AG | 1,354 | $449.8K | 0.01% | +4+0.3% | Added |
| Alps Advisors Inc | 1,358 | $451.1K | 0.00% | +1,358 | New |
| Hutchinson Capital Management | 1,359 | $451.4K | 0.08% | −1−0.1% | Reduced |
| West Wealth Group, LLC | 1,389 | $456.5K | 0.11% | +6+0.4% | Added |
| Smartleaf Asset Management LLC | 1,389 | $458.3K | 0.04% | −219−13.6% | Reduced |
| Johnson Investment Counsel Inc | 1,382 | $459.0K | 0.00% | −41−2.9% | Reduced |
| AlphaCore Capital LLC | 1,382 | $459.1K | 0.02% | −66−4.6% | Reduced |
| Brighton Jones LLC | 1,387 | $460.7K | 0.01% | −29−2.0% | Reduced |
| Costello Asset Management, INC | 1,400 | $465.0K | 0.17% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,401 | $465.4K | 0.03% | −79−5.3% | Reduced |
| Parallel Advisors, LLC | 1,403 | $465.9K | 0.01% | −66−4.5% | Reduced |
| Boston Private Wealth LLC | 1,410 | $468.4K | 0.03% | +1,410 | New |
| North Ridge Wealth Advisors, Inc. | 1,410 | $468.4K | 0.29% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,417 | $470.8K | 0.03% | +1+0.1% | Added |
| FourThought Financial Partners, LLC | 1,422 | $472.5K | 0.05% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 1,427 | $474.0K | 0.27% | +4+0.3% | Added |
| Patrick M Sweeney & Associates, Inc | 1,367 | $474.4K | 0.33% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,430 | $475.0K | 0.01% | +200+16.3% | Added |
| IFP Advisors, Inc | 1,427 | $476.1K | 0.01% | +37+2.7% | Added |
| Nwam LLC | 1,384 | $478.5K | 0.03% | +363+35.6% | Added |
| Nixon Peabody Trust Co | 1,460 | $485.0K | 0.04% | −1,367−48.4% | Reduced |
| Edgestream Partners, L.P. | 1,464 | $486.3K | 0.01% | +1,464 | New |
| Atlantic Trust, LLC | 1,468 | $487.6K | 0.09% | −40−2.7% | Reduced |
| Harbour Investments, Inc. | 1,473 | $489.3K | 0.01% | +15+1.0% | Added |
| Cottage Street Advisors LLC | 1,473 | $489.3K | 0.25% | −219−12.9% | Reduced |
| Annex Advisory Services, LLC | 1,479 | $491.3K | 0.01% | −32−2.1% | Reduced |
| Change Path, LLC | 1,488 | $494.3K | 0.01% | +327+28.2% | Added |
| Trueblood Wealth Management, LLC | 1,489 | $494.6K | 0.21% | −29−1.9% | Reduced |
| GLOBALT Investments LLC | 1,490 | $494.9K | 0.02% | −68−4.4% | Reduced |
| Axxcess Wealth Management, LLC | 1,494 | $496.2K | 0.01% | +6+0.4% | Added |
| Marathon Strategic Advisors, LLC | 1,500 | $498.3K | 0.46% | 00.0% | Unchanged |
| Corient IA LLC | 1,500 | $498.3K | 0.29% | 00.0% | Unchanged |
| Voleon Capital Management LP | 1,507 | $500.6K | 0.03% | +1,507 | New |
| SeaCrest Wealth Management, LLC | 1,527 | $507.1K | 0.06% | +156+11.4% | Added |
| Bokf, NA | 1,538 | $510.9K | 0.01% | +445+40.7% | Added |
| 111 Capital | 1,563 | $519.2K | 0.09% | −3,308−67.9% | Reduced |
| Evercore Wealth Management, LLC | 1,563 | $519.2K | 0.01% | +200+14.7% | Added |
| Westside Investment Management, Inc. | 1,562 | $519.2K | 0.10% | +62+4.1% | Added |
| 1st Source Bank | 1,575 | $523.2K | 0.03% | −26−1.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,577 | $523.8K | 0.01% | −2,005−56.0% | Reduced |
| National Asset Management, Inc. | 1,585 | $526.5K | 0.03% | −1,603−50.3% | Reduced |
| Hoey Investments, Inc | 1,588 | $527.5K | 0.08% | −83−5.0% | Reduced |
| XML Financial, LLC | 1,593 | $529.1K | 0.05% | −14−0.9% | Reduced |
| Forte Capital LLC | 1,594 | $529.5K | 0.06% | −90−5.3% | Reduced |
| Vinva Investment Management Ltd | 1,605 | $529.6K | 0.01% | +1,605 | New |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $531.5K | 0.15% | −10−0.6% | Reduced |
| Uniting Wealth Partners, LLC | 1,600 | $531.5K | 0.21% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,609 | $534.4K | 0.03% | −256−13.7% | Reduced |
| Crowley Wealth Management, Inc. | 1,610 | $534.8K | 0.49% | −2,685−62.5% | Reduced |
| HFM Investment Advisors, LLC | 1,613 | $535.8K | 0.24% | +3+0.2% | Added |
| Groupe la Francaise | 1,617 | $536.1K | 0.01% | −117−6.7% | Reduced |
| Watershed Private Wealth LLC | 1,619 | $537.8K | 0.20% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,631 | $541.8K | 0.04% | +2+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 1,648 | $547.4K | 0.05% | −74−4.3% | Reduced |
| Taylor Financial Group, Inc. | 1,648 | $547.4K | 0.34% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 1,665 | $551.0K | 0.08% | −15−0.9% | Reduced |
| BigSur Wealth Management LLC | 1,664 | $552.7K | 0.14% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,674 | $556.1K | 0.09% | +19+1.1% | Added |
| Symphony Financial, Ltd. Co. | 2,929 | $556.7K | 0.07% | +2,929 | New |
| Astoria Portfolio Advisors LLC. | 1,562 | $557.7K | 0.16% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,680 | $558.0K | 0.03% | −13−0.8% | Reduced |
| Meeder Advisory Services, Inc. | 1,687 | $560.4K | 0.03% | −626−27.1% | Reduced |
| Frazier Financial Advisors, LLC | 1,693 | $562.4K | 0.40% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,699 | $564.4K | 0.01% | +65+4.0% | Added |
| Eagle Wealth Strategies LLC | 1,707 | $567.0K | 0.32% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,710 | $567.9K | 0.06% | +2+0.1% | Added |
| Anb Bank | 1,716 | $570.0K | 0.26% | +21+1.2% | Added |
| Ballentine Partners, LLC | 1,717 | $570.3K | 0.01% | −156−8.3% | Reduced |
| Global Assets Advisory, LLC | 1,694 | $573.6K | 0.23% | +1,694 | New |
| Chatham Capital Group, Inc. | 1,734 | $576.0K | 0.09% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,761 | $585.0K | 0.01% | +140+8.6% | Added |
| Argonautica Private Wealth Management, Inc | 1,771 | $588.3K | 0.19% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,790 | $594.6K | 0.01% | −174−8.9% | Reduced |
| Trust Co of Vermont | 1,794 | $595.9K | 0.03% | +83+4.9% | Added |
| Evermay Wealth Management LLC | 1,797 | $596.9K | 0.07% | −488−21.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,800 | $597.9K | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,802 | $598.6K | 0.01% | −2−0.1% | Reduced |
| Focus Financial Network, Inc. | 1,802 | $598.7K | 0.02% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 1,819 | $604.4K | 0.02% | +1+0.1% | Added |
| Global Trust Asset Management, LLC | 1,827 | $607.0K | 0.32% | −557−23.4% | Reduced |
| Verity Asset Management, Inc. | 1,855 | $616.2K | 0.29% | −45−2.4% | Reduced |
| S.E.E.D. Planning Group LLC | 1,857 | $616.8K | 0.19% | −43−2.3% | Reduced |
| MTM Investment Management, LLC | 1,858 | $617.2K | 0.21% | −100−5.1% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,868 | $620.5K | 0.04% | +1,868 | New |
| Sumitomo Life Insurance Co | 1,882 | $625.1K | 0.04% | −3,684−66.2% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,883 | $625.5K | 0.49% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,886 | $626.5K | 0.21% | −8−0.4% | Reduced |
| Grimes & Company, Inc. | 1,897 | $630.1K | 0.02% | −218−10.3% | Reduced |
| Quadrant Capital Group LLC | 1,900 | $631.1K | 0.02% | −3−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 1,909 | $634.2K | 0.01% | −140−6.8% | Reduced |
| TD Private Client Wealth LLC | 1,924 | $639.1K | 0.02% | −14−0.7% | Reduced |
| Hager Investment Management Services, LLC | 1,940 | $644.4K | 0.38% | −43−2.2% | Reduced |