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 |
|---|---|---|---|---|---|
| Bayforest Capital Ltd | 1,943 | $645.4K | 0.28% | +1,374+241.5% | Added |
| Moran Wealth Management, LLC | 1,952 | $648.4K | 0.02% | −267−12.0% | Reduced |
| One Capital Management, LLC | 1,953 | $648.7K | 0.02% | −362−15.6% | Reduced |
| HBK Sorce Advisory LLC | 1,955 | $649.3K | 0.02% | −46−2.3% | Reduced |
| Argent Advisors, Inc. | 1,961 | $651.4K | 0.20% | +48+2.5% | Added |
| Whittier Trust Co | 1,979 | $657.3K | 0.01% | +103+5.5% | Added |
| Hilltop Holdings Inc. | 1,993 | $662.2K | 0.04% | +96+5.1% | Added |
| Atomi Financial Group, Inc. | 1,996 | $663.1K | 0.03% | +208+11.6% | Added |
| Wolverine Asset Management LLC | 2,000 | $664.3K | 0.01% | +2,000 | New |
| Ellenbecker Investment Group | 2,017 | $670.1K | 0.11% | +5+0.2% | Added |
| Davis Investment Partners, LLC | 1,985 | $672.1K | 0.24% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,026 | $673.1K | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,038 | $677.0K | 0.01% | +183+9.9% | Added |
| Callan Family Office, LLC | 2,048 | $680.3K | 0.02% | +2,048 | New |
| Advisors Capital Management, LLC | 2,066 | $686.3K | 0.01% | +34+1.7% | Added |
| Bessemer Group Inc | 2,083 | $690.0K | 0.00% | −801−27.8% | Reduced |
| WJ Wealth Management, LLC | 2,080 | $690.9K | 0.22% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $697.6K | 0.31% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,100 | $698.0K | 0.05% | 00.0% | Unchanged |
| Ossiam | 2,108 | $700.2K | 0.01% | +641+43.7% | Added |
| Cascade Financial Partners, LLC | 2,120 | $704.2K | 0.08% | 00.0% | Unchanged |
| HM Payson & Co | 2,121 | $704.5K | 0.01% | −100−4.5% | Reduced |
| Flputnam Investment Management Co | 2,123 | $705.0K | 0.01% | −271−11.3% | Reduced |
| Verus Capital Partners, LLC | 2,123 | $705.2K | 0.06% | +31+1.5% | Added |
| Silvercrest Asset Management Group LLC | 2,131 | $707.9K | 0.00% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,135 | $708.8K | 0.24% | +10.0% | Added |
| Drake & Associates, LLC | 2,139 | $710.6K | 0.17% | +8+0.4% | Added |
| First Citizens Bank & Trust Co | 2,144 | $712.2K | 0.01% | −56−2.5% | Reduced |
| TCG Advisory Services, LLC | 2,153 | $715.2K | 0.02% | +988+84.8% | Added |
| Buckingham Strategic Partners | 2,155 | $715.8K | 0.01% | +844+64.4% | Added |
| Hoge Financial Services, LLC | 2,183 | $725.2K | 0.45% | −19−0.9% | Reduced |
| Siemens Fonds Invest GmbH | 2,185 | $725.8K | 0.04% | +249+12.9% | Added |
| Capital Investment Advisors, LLC | 2,192 | $728.0K | 0.01% | +119+5.7% | Added |
| Beacon Pointe Advisors, LLC | 2,212 | $734.6K | 0.01% | +395+21.7% | Added |
| Snowden Capital Advisors LLC | 2,214 | $735.4K | 0.02% | +344+18.4% | Added |
| Warren Averett Asset Management, LLC | 2,232 | $741.4K | 0.01% | +55+2.5% | Added |
| Concurrent Investment Advisors, LLC | 2,232 | $741.5K | 0.01% | +1,270+132.0% | Added |
| Quest Partners LLC | 2,248 | $746.7K | 0.07% | +2,248 | New |
| Mystic Asset Management, Inc. | 2,280 | $757.3K | 0.18% | +50+2.2% | Added |
| Coppell Advisory Solutions LLC | 2,297 | $757.8K | 0.09% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 2,284 | $758.7K | 0.07% | −44−1.9% | Reduced |
| Vestcor Inc | 2,290 | $761.0K | 0.02% | −14−0.6% | Reduced |
| Acropolis Investment Management, LLC | 2,293 | $761.5K | 0.04% | −49−2.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $767.3K | 0.31% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,343 | $778.3K | 0.02% | −26−1.1% | Reduced |
| SCS Capital Management LLC | 2,349 | $780.3K | 0.01% | −361−13.3% | Reduced |
| Farther Finance Advisors, LLC | 2,351 | $781.0K | 0.02% | +60+2.6% | Added |
| Evelyn Partners Investment Management LLP | 2,353 | $781.6K | 0.02% | +152+6.9% | Added |
| Mutual Advisors, LLC | 2,197 | $787.7K | 0.02% | −170−7.2% | Reduced |
| WBI Investments | 2,394 | $795.2K | 0.21% | +2,394 | New |
| MONECO Advisors, LLC | 2,396 | $795.9K | 0.07% | −21−0.9% | Reduced |
| North Star Investment Management Corp. | 2,397 | $796.2K | 0.06% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,399 | $796.9K | 0.01% | −296−11.0% | Reduced |
| Cito Capital Group, LLC | 2,400 | $797.0K | 0.28% | +900+60.0% | Added |
| Mirae Asset Securities (USA) Inc. | 2,406 | $799.2K | 0.04% | +2,406 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,413 | $801.5K | 0.04% | −1,352−35.9% | Reduced |
| Simplicity Wealth,LLC | 2,415 | $802.2K | 0.03% | +1,533+173.8% | Added |
| Interchange Capital Partners, LLC | 2,416 | $802.4K | 0.19% | +332+15.9% | Added |
| Summit Trail Advisors, LLC | 2,447 | $812.8K | 0.01% | +2,447 | New |
| Guggenheim Capital LLC | 2,457 | $816.1K | 0.01% | −2−0.1% | Reduced |
| Kinneret Advisory, LLC | 2,490 | $827.1K | 0.08% | −3−0.1% | Reduced |
| MUFG Securities Americas Inc. | 2,498 | $829.8K | 0.07% | +496+24.8% | Added |
| Banco Santander, S.A. | 2,512 | $834.4K | 0.01% | +2,512 | New |
| Janney Capital Management LLC | 2,531 | $841.0K | 0.05% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,544 | $845.0K | 0.01% | +2,544 | New |
| Equitable Trust Co | 2,569 | $853.3K | 0.04% | −10,373−80.1% | Reduced |
| Global Retirement Partners, LLC | 2,583 | $858.0K | 0.02% | +2,583 | New |
| Golden State Wealth Management, LLC | 2,596 | $862.3K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 2,618 | $869.6K | 0.01% | −2,187−45.5% | Reduced |
| Wetherby Asset Management Inc | 2,626 | $872.3K | 0.04% | +2,626 | New |
| Cyndeo Wealth Partners, LLC | 2,636 | $875.7K | 0.05% | +100+3.9% | Added |
| Western Wealth Management, LLC | 2,653 | $881.4K | 0.05% | −227−7.9% | Reduced |
| Shell Asset Management Co | 2,656 | $882.0K | 0.03% | +1,273+92.0% | Added |
| Finivi Inc. | 2,668 | $886.3K | 0.60% | +142+5.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $896.9K | 0.25% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,702 | $897.4K | 0.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 2,712 | $900.8K | 0.01% | −210−7.2% | Reduced |
| Wedbush Securities Inc | 2,749 | $913.0K | 0.03% | +66+2.5% | Added |
| Mendel Money Management | 2,752 | $914.1K | 0.40% | −15−0.5% | Reduced |
| Investment Management Corp of Ontario | 2,754 | $914.8K | 0.01% | −400−12.7% | Reduced |
| Massmutual Trust Co FSB | 2,757 | $915.8K | 0.02% | −274−9.0% | Reduced |
| CWM, LLC | 2,764 | $918.0K | 0.00% | +411+17.5% | Added |
| Beaton Management Co. Inc. | 2,768 | $919.0K | 0.45% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 2,780 | $923.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 2,781 | $923.8K | 0.01% | +2,781 | New |
| Oak Thistle LLC | 2,782 | $924.1K | 0.14% | +2,782 | New |
| Perigon Wealth Management, LLC | 2,784 | $924.6K | 0.02% | +15+0.5% | Added |
| Quantum Private Wealth, LLC | 2,787 | $925.8K | 0.30% | −588−17.4% | Reduced |
| Marietta Investment Partners LLC | 2,791 | $927.1K | 0.20% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,793 | $927.8K | 0.01% | +1,022+57.7% | Added |
| Monetta Financial Services Inc | 2,800 | $930.1K | 0.68% | 00.0% | Unchanged |
| Atria Investments LLC | 2,810 | $933.5K | 0.01% | +240+9.3% | Added |
| SG Americas Securities, LLC | 2,822 | $937.0K | 0.00% | −2,368−45.6% | Reduced |
| Financial Management Network Inc | 2,700 | $937.2K | 0.17% | +10.0% | Added |
| Merit Financial Group, LLC | 2,825 | $938.5K | 0.01% | +292+11.5% | Added |
| GAMMA Investing LLC | 2,832 | $940.7K | 0.06% | +112+4.1% | Added |
| Banque Cantonale Vaudoise | 2,836 | $942.0K | 0.04% | −1,267−30.9% | Reduced |
| Strong Tower Advisory Services | 2,857 | $949.0K | 0.19% | +17+0.6% | Added |
| Burney Co | 2,900 | $963.3K | 0.03% | −799−21.6% | Reduced |
| V-Square Quantitative Management LLC | 2,912 | $967.3K | 0.13% | −727−20.0% | Reduced |