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 |
|---|---|---|---|---|---|
| Valeo Financial Advisors, LLC | 2,920 | $969.9K | 0.02% | +898+44.4% | Added |
| Integrated Advisors Network LLC | 2,925 | $971.6K | 0.04% | −226−7.2% | Reduced |
| Magnetar Financial LLC | 2,928 | $972.6K | 0.00% | −8,002−73.2% | Reduced |
| Garland Capital Management Inc | 2,940 | $976.6K | 3.10% | −8,725−74.8% | Reduced |
| NewEdge Wealth, LLC | 2,938 | $977.1K | 0.02% | −562−16.1% | Reduced |
| Sovran Advisors, LLC | 2,893 | $978.1K | 0.10% | −179−5.8% | Reduced |
| HB Wealth Management, LLC | 2,950 | $980.1K | 0.01% | −2,813−48.8% | Reduced |
| CLG LLC | 2,953 | $980.8K | 0.31% | +10.0% | Added |
| Rossmore Private Capital | 2,954 | $981.2K | 0.11% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,979 | $989.5K | 0.01% | +24+0.8% | Added |
| Moss Adams Wealth Advisors LLC | 2,988 | $992.4K | 0.09% | +280+10.3% | Added |
| RBF Capital, LLC | 3,000 | $996.5K | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 3,010 | $1.00M | 0.07% | +3,010 | New |
| Fire Capital Management LLC | 3,028 | $1.01M | 0.64% | +135+4.7% | Added |
| Stonebridge Capital Advisors LLC | 3,035 | $1.01M | 0.08% | 00.0% | Unchanged |
| Groupama Asset Managment | 3,071 | $1.01M | 0.02% | +3,071 | New |
| Alpha Wealth Funds, LLC | 3,083 | $1.02M | 0.95% | +3,083 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 3,075 | $1.02M | 0.07% | −212−6.4% | Reduced |
| Wahed Invest LLC | 3,077 | $1.02M | 0.16% | +116+3.9% | Added |
| Wedmont Private Capital | 3,015 | $1.03M | 0.04% | −159−5.0% | Reduced |
| Transatlantique Private Wealth LLC | 3,095 | $1.03M | 0.38% | +106+3.5% | Added |
| Empowered Funds, LLC | 3,125 | $1.04M | 0.01% | −4,180−57.2% | Reduced |
| Uncommon Cents Investing LLC | 3,140 | $1.04M | 0.28% | −175−5.3% | Reduced |
| First Foundation Advisors | 3,157 | $1.05M | 0.04% | +3+0.1% | Added |
| Private Trust Co NA | 3,176 | $1.06M | 0.10% | −62−1.9% | Reduced |
| Daymark Wealth Partners, LLC | 3,193 | $1.06M | 0.04% | −102−3.1% | Reduced |
| Kestra Private Wealth Services, LLC | 3,243 | $1.08M | 0.02% | +1,467+82.6% | Added |
| RMB Capital Management, LLC | 3,266 | $1.08M | 0.02% | +3,266 | New |
| Adviser Investments LLC | 3,276 | $1.09M | 0.01% | +81+2.5% | Added |
| WESPAC Advisors SoCal, LLC | 3,303 | $1.10M | 0.24% | +3,303 | New |
| Intech Investment Management LLC | 3,314 | $1.10M | 0.01% | +1,451+77.9% | Added |
| Integrated Investment Consultants, LLC | 3,327 | $1.11M | 0.22% | −69−2.0% | Reduced |
| Connecticut Wealth Management, LLC | 3,328 | $1.11M | 0.05% | +3+0.1% | Added |
| Heritage Trust Co | 3,330 | $1.11M | 0.13% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,364 | $1.12M | 0.07% | +1,399+71.2% | Added |
| HighPoint Advisor Group LLC | 3,382 | $1.12M | 0.06% | −309−8.4% | Reduced |
| Private Wealth Asset Management, LLC | 3,423 | $1.14M | 0.15% | −2−0.1% | Reduced |
| Coldstream Capital Management Inc | 3,458 | $1.15M | 0.02% | −280−7.5% | Reduced |
| First Commonwealth Financial Corp | 3,464 | $1.15M | 0.25% | 00.0% | Unchanged |
| Addison Capital Co | 3,511 | $1.17M | 0.41% | +36+1.0% | Added |
| Plato Investment Management Ltd | 3,556 | $1.18M | 0.09% | +3,550+59,166.7% | Added |
| QRG Capital Management, Inc. | 3,571 | $1.19M | 0.01% | −23−0.6% | Reduced |
| Westwood Holdings Group Inc. | 3,575 | $1.19M | 0.01% | −1,301−26.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,596 | $1.19M | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,715 | $1.23M | 0.06% | −16−0.4% | Reduced |
| GAM Holding AG | 3,732 | $1.24M | 0.09% | −1,188−24.1% | Reduced |
| Trillium Asset Management, LLC | 3,740 | $1.24M | 0.03% | −27,870−88.2% | Reduced |
| Apollon Wealth Management, LLC | 3,795 | $1.26M | 0.02% | −1,181−23.7% | Reduced |
| Crossmark Global Holdings, Inc. | 3,805 | $1.26M | 0.02% | −191−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,805 | $1.26M | 0.03% | +83+2.2% | Added |
| Tokio Marine Asset Management Co Ltd | 3,811 | $1.27M | 0.05% | +104+2.8% | Added |
| Mirova | 3,840 | $1.28M | 0.18% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 3,880 | $1.29M | 0.03% | −653−14.4% | Reduced |
| Sigma Planning Corp | 3,882 | $1.29M | 0.04% | −111−2.8% | Reduced |
| Ci Investments Inc. | 3,921 | $1.30M | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 3,940 | $1.31M | 0.15% | −10.0% | Reduced |
| Convergence Investment Partners, LLC | 3,953 | $1.31M | 0.33% | +3,953 | New |
| Ofi Invest Asset Management | 4,676 | $1.32M | 0.03% | −87−1.8% | Reduced |
| Connective Portfolio Management, LLC | 4,000 | $1.33M | 2.85% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,052 | $1.35M | 0.10% | −45−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 4,062 | $1.35M | 0.03% | −5,284−56.5% | Reduced |
| Empirical Finance, LLC | 4,062 | $1.35M | 0.07% | +28+0.7% | Added |
| Omers Administration Corp | 4,093 | $1.36M | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 4,100 | $1.36M | 0.05% | +4,100 | New |
| United Capital Financial Advisers, LLC | 4,105 | $1.36M | 0.01% | −558−12.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,125 | $1.37M | 0.11% | −784−16.0% | Reduced |
| Prospera Financial Services Inc | 4,228 | $1.40M | 0.03% | +162+4.0% | Added |
| Agate Pass Investment Management, LLC | 4,280 | $1.42M | 0.58% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 4,369 | $1.45M | 0.18% | +539+14.1% | Added |
| Beaumont Asset Management, L.L.C. | 4,379 | $1.45M | 0.78% | −91−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 4,415 | $1.47M | 0.05% | −860−16.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,436 | $1.47M | 0.04% | +4,436 | New |
| Courier Capital LLC | 4,452 | $1.48M | 0.09% | −59−1.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,457 | $1.48M | 0.01% | +151+3.5% | Added |
| Penobscot Investment Management Company, Inc. | 4,488 | $1.49M | 0.13% | −200−4.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,496 | $1.49M | 0.00% | −121,852−96.4% | Reduced |
| Lecap Asset Management Ltd | 4,513 | $1.50M | 0.53% | +4,513 | New |
| Fifth Third Bancorp | 4,525 | $1.50M | 0.01% | −899−16.6% | Reduced |
| J.W. Cole Advisors, Inc. | 4,544 | $1.51M | 0.03% | +162+3.7% | Added |
| RSM US Wealth Management LLC | 4,546 | $1.51M | 0.02% | +485+11.9% | Added |
| Elmwood Wealth Management, Inc. | 4,580 | $1.52M | 0.60% | −37−0.8% | Reduced |
| Benjamin Edwards Inc | 4,585 | $1.52M | 0.02% | +1,417+44.7% | Added |
| Centaurus Financial, Inc. | 4,622 | $1.53M | 0.09% | −1,025−18.2% | Reduced |
| Resources Investment Advisors, LLC. | 4,629 | $1.54M | 0.02% | +453+10.8% | Added |
| IHT Wealth Management, LLC | 4,768 | $1.58M | 0.04% | −988−17.2% | Reduced |
| Regions Financial Corp | 4,811 | $1.60M | 0.01% | +94+2.0% | Added |
| Bridgewater Associates, LP | 4,824 | $1.60M | 0.01% | −2,749−36.3% | Reduced |
| Pinnacle Associates Ltd | 4,842 | $1.61M | 0.02% | −34−0.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 4,845 | $1.61M | 0.08% | 00.0% | Unchanged |
| Ascent Group, LLC | 4,848 | $1.61M | 0.06% | +533+12.4% | Added |
| Tempus Wealth Planning, LLC | 4,941 | $1.64M | 0.41% | +12+0.2% | Added |
| Triangle Securities Wealth Management | 4,944 | $1.64M | 0.40% | −28−0.6% | Reduced |
| E. Ohman J:or Asset Management AB | 5,000 | $1.66M | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 5,007 | $1.66M | 0.04% | +1,197+31.4% | Added |
| Greenleaf Trust | 5,019 | $1.67M | 0.01% | −362−6.7% | Reduced |
| Jefferies Financial Group Inc. | 5,042 | $1.67M | 0.03% | −874−14.8% | Reduced |
| Manning & Napier Advisors LLC | 5,095 | $1.69M | 0.02% | −1,306−20.4% | Reduced |
| Graham Capital Management, L.P. | 5,147 | $1.71M | 0.05% | +5,147 | New |
| Caxton Associates LLP | 5,187 | $1.72M | 0.04% | +1,447+38.7% | Added |
| Wealthspire Advisors, LLC | 5,240 | $1.74M | 0.01% | −166−3.1% | Reduced |