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 |
|---|---|---|---|---|---|
| New Mexico Educational Retirement Board | 5,276 | $1.75M | 0.06% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,310 | $1.76M | 0.02% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 5,317 | $1.77M | 0.27% | −20,911−79.7% | Reduced |
| VCI Wealth Management LLC | 5,331 | $1.77M | 0.62% | +213+4.2% | Added |
| Aviance Capital Partners, LLC | 5,345 | $1.78M | 0.23% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 5,376 | $1.79M | 0.04% | −138−2.5% | Reduced |
| Journey Advisory Group, LLC | 5,425 | $1.80M | 0.14% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,435 | $1.81M | 0.01% | +710+15.0% | Added |
| Park Avenue Securities LLC | 5,445 | $1.81M | 0.02% | −32−0.6% | Reduced |
| Connable Office Inc | 5,456 | $1.81M | 0.18% | −1,562−22.3% | Reduced |
| ISAM Funds (UK) Ltd | 5,498 | $1.83M | 0.40% | +4,034+275.5% | Added |
| Maryland State Retirement & Pension System | 5,500 | $1.83M | 0.04% | +143+2.7% | Added |
| Evoke Wealth, LLC | 5,544 | $1.84M | 0.04% | −183−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 5,575 | $1.85M | 0.00% | +77+1.4% | Added |
| Davis-Rea Ltd. | 5,586 | $1.86M | 0.46% | +436+8.5% | Added |
| Venture Visionary Partners LLC | 5,636 | $1.87M | 0.07% | −17,968−76.1% | Reduced |
| Summit Asset Management, LLC | 5,644 | $1.87M | 0.31% | +600+11.9% | Added |
| Allspring Global Investments Holdings, LLC | 5,537 | $1.87M | 0.00% | −115−2.0% | Reduced |
| Gulf International Bank (UK) Ltd | 5,659 | $1.88M | 0.07% | −809−12.5% | Reduced |
| Savant Capital, LLC | 5,661 | $1.88M | 0.01% | −42−0.7% | Reduced |
| Terra Alpha Investments LLC | 5,722 | $1.90M | 1.98% | −84−1.4% | Reduced |
| Allianz SE | 5,733 | $1.90M | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 5,737 | $1.91M | 0.07% | −71−1.2% | Reduced |
| Allianz Asset Management GmbH | 5,744 | $1.91M | 0.00% | −4,297−42.8% | Reduced |
| Securian Asset Management, Inc | 5,818 | $1.93M | 0.06% | −200−3.3% | Reduced |
| Vectors Research Management, LLC | 5,894 | $1.96M | 0.67% | −67−1.1% | Reduced |
| Louisiana State Employees Retirement System | 5,900 | $1.96M | 0.04% | −200−3.3% | Reduced |
| MML Investors Services, LLC | 5,904 | $1.96M | 0.01% | −539−8.4% | Reduced |
| Allworth Financial LP | 6,009 | $2.00M | 0.01% | −420−6.5% | Reduced |
| Alaethes Wealth LLC | 6,010 | $2.00M | 0.60% | +189+3.2% | Added |
| Horizon Kinetics Asset Management LLC | 6,015 | $2.00M | 0.02% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 6,175 | $2.05M | 0.29% | 00.0% | Unchanged |
| Ostrum Asset Management | 6,289 | $2.09M | 0.10% | −35−0.6% | Reduced |
| Tiaa Trust, National Association | 6,326 | $2.10M | 0.01% | −272−4.1% | Reduced |
| Richard C. Young & CO., LTD. | 6,433 | $2.14M | 0.21% | −58−0.9% | Reduced |
| Cypress Advisory Group LLC | 6,436 | $2.14M | 1.66% | +1,500+30.4% | Added |
| Summit Financial, LLC | 6,530 | $2.17M | 0.05% | +2,636+67.7% | Added |
| Mirabella Financial Services LLP | 6,561 | $2.18M | 0.23% | +6,561 | New |
| Carmel Capital Partners, LLC | 6,580 | $2.19M | 0.77% | −990−13.1% | Reduced |
| Sandler Capital Management | 6,625 | $2.20M | 0.76% | +6,625 | New |
| Impax Asset Management Group plc | 6,642 | $2.21M | 0.01% | +1,701+34.4% | Added |
| Bowen Hanes & Co Inc | 6,735 | $2.24M | 0.06% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 6,774 | $2.25M | 0.09% | −1,429−17.4% | Reduced |
| Cornerstone Advisors, LLC | 6,800 | $2.26M | 0.08% | −400−5.6% | Reduced |
| Hartford Investment Management Co | 6,808 | $2.26M | 0.07% | −72−1.0% | Reduced |
| Knollwood Investment Advisory, LLC | 6,950 | $2.31M | 0.22% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 6,991 | $2.32M | 0.04% | −54−0.8% | Reduced |
| Benedict Financial Advisors Inc | 7,034 | $2.34M | 0.53% | +30.0% | Added |
| Avantax Advisory Services, Inc. | 7,060 | $2.35M | 0.01% | −107−1.5% | Reduced |
| Wesbanco Bank Inc | 7,079 | $2.35M | 0.07% | +830+13.3% | Added |
| Stratos Wealth Partners, LTD. | 7,122 | $2.37M | 0.03% | −669−8.6% | Reduced |
| Moneta Group Investment Advisors LLC | 7,125 | $2.37M | 0.03% | +137+2.0% | Added |
| Machina Capital S.A.S. | 7,199 | $2.39M | 0.50% | +7,199 | New |
| BNP Paribas | 7,222 | $2.40M | 0.08% | +109+1.5% | Added |
| Kentucky Retirement Systems | 7,243 | $2.41M | 0.07% | −475−6.2% | Reduced |
| Walleye Trading LLC | 7,247 | $2.41M | 0.06% | +7,247 | New |
| EFG Asset Management (Americas) Corp. | 7,280 | $2.42M | 0.45% | −324−4.3% | Reduced |
| Northcape Wealth Management, LLC | 7,546 | $2.51M | 0.77% | +99+1.3% | Added |
| TD Waterhouse Canada Inc. | 7,432 | $2.51M | 0.02% | +117+1.6% | Added |
| Wealthfront Advisers LLC | 7,617 | $2.53M | 0.01% | −91−1.2% | Reduced |
| Smith Group Asset Management, LLC | 7,645 | $2.54M | 0.17% | +2,645+52.9% | Added |
| Guyasuta Investment Advisors Inc | 7,715 | $2.56M | 0.16% | +4+0.1% | Added |
| Mizuho Securities USA LLC | 7,795 | $2.59M | 0.06% | +7,795 | New |
| Stance Capital LLC | 7,840 | $2.60M | 0.98% | +7,840 | New |
| CIBC World Markets Inc. | 7,842 | $2.60M | 0.01% | −426−5.2% | Reduced |
| Norinchukin Bank, The | 7,977 | $2.65M | 0.04% | −22−0.3% | Reduced |
| Ancora Advisors, LLC | 8,007 | $2.66M | 0.06% | +366+4.8% | Added |
| Nia Impact Advisors, LLC | 8,180 | $2.72M | 0.94% | −250−3.0% | Reduced |
| Brevan Howard Capital Management LP | 8,197 | $2.72M | 0.03% | +371+4.7% | Added |
| Integrated Wealth Concepts LLC | 8,259 | $2.74M | 0.03% | +145+1.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 8,302 | $2.76M | 0.08% | +1,500+22.1% | Added |
| SilverOak Wealth Management LLC | 8,394 | $2.79M | 0.52% | −1,300−13.4% | Reduced |
| Quantitative Investment Management, LLC | 8,486 | $2.82M | 0.38% | +8,486 | New |
| Public Sector Pension Investment Board | 8,527 | $2.83M | 0.01% | −6,840−44.5% | Reduced |
| Private Advisor Group, LLC | 8,561 | $2.84M | 0.02% | −879−9.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,832 | $2.93M | 0.02% | +103+1.2% | Added |
| EFG Asset Management (North America) Corp. | 8,926 | $2.96M | 0.42% | −409−4.4% | Reduced |
| Front Row Advisors LLC | 8,980 | $2.98M | 1.04% | +20+0.2% | Added |
| Westport Asset Management Inc | 9,000 | $2.99M | 1.32% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 9,000 | $2.99M | 0.49% | +9,000 | New |
| Occudo Quantitative Strategies LP | 9,142 | $3.04M | 0.34% | +5,091+125.7% | Added |
| Ieq Capital, LLC | 9,176 | $3.05M | 0.02% | +7,364+406.4% | Added |
| Hudson Valley Investment Advisors Inc | 9,309 | $3.09M | 0.34% | +9,309 | New |
| Cresset Asset Management, LLC | 9,335 | $3.10M | 0.02% | −1,990−17.6% | Reduced |
| First Pacific Financial | 9,338 | $3.10M | 0.46% | +9,338 | New |
| Jones Financial Companies LLLP | 9,539 | $3.15M | 0.00% | +1,840+23.9% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 9,484 | $3.15M | 2.10% | −450−4.5% | Reduced |
| Eukles Asset Management | 9,578 | $3.18M | 1.30% | −12−0.1% | Reduced |
| Oregon Public Employees Retirement Fund | 9,691 | $3.22M | 0.06% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,938 | $3.30M | 0.02% | +1,304+15.1% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $3.32M | 0.39% | 00.0% | Unchanged |
| Charter Trust Co | 10,136 | $3.37M | 0.22% | −29,124−74.2% | Reduced |
| KBC Group NV | 10,292 | $3.42M | 0.01% | −236−2.2% | Reduced |
| Wolverine Trading, LLC | 10,387 | $3.43M | 0.09% | +10,387 | New |
| Baldwin Investment Management, LLC | 10,615 | $3.53M | 0.43% | +8,229+344.9% | Added |
| Metis Global Partners, LLC | 10,626 | $3.53M | 0.09% | −917−7.9% | Reduced |
| S-Bank Fund Management Ltd | 10,946 | $3.64M | 0.54% | −9,775−47.2% | Reduced |
| HRT Financial LP | 11,033 | $3.66M | 0.02% | +11,033 | New |
| Vontobel Holding Ltd. | 11,034 | $3.67M | 0.01% | −117−1.0% | Reduced |
| Public Employees Retirement Association of Colorado | 11,126 | $3.70M | 0.01% | −507−4.4% | Reduced |