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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.

Institutional holdersQ2 2025: 1,269 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ2 2025: $31.1B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q1 2025.

Institutions holding ROK in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Private Management Group Inc891$296.0K0.01%00.0%Unchanged
Howard Bailey Securities, LLC888$295.0K0.09%−76−7.9%Reduced
PDS Planning, Inc886$294.3K0.02%+886New
Patton Fund Management, Inc.886$294.3K0.06%+886New
Commerzbank Aktiengesellschaft877$292.0K0.01%−3,462−79.8%Reduced
Cambiar Investors LLC878$291.6K0.01%−395−31.0%Reduced
Kickstand Ventures, LLC.875$290.6K0.07%−3−0.3%Reduced
Keystone Investors Pte Ltd874$290.3K0.06%−693−44.2%Reduced
Financial Engines Advisors L.L.C.874$290.0K0.00%−2−0.2%Reduced
Fragasso Group Inc.871$289.2K0.02%−21−2.4%Reduced
Pinnacle Wealth Planning Services, Inc.870$289.0K0.04%−45−4.9%Reduced
Key Financial Inc869$288.7K0.06%00.0%Unchanged
ERn Financial, LLC868$288.2K0.06%−2−0.2%Reduced
First Business Financial Services, Inc.867$288.0K0.03%00.0%Unchanged
Pitcairn Co861$286.0K0.02%−135−13.6%Reduced
Aviso Financial Inc.859$285.3K0.01%+36+4.4%Added
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors849$282.0K0.02%−164−16.2%Reduced
Professional Advisory Services Inc850$282.0K0.04%00.0%Unchanged
Graypoint LLC845$280.6K0.02%−7−0.8%Reduced
PharVision Advisers, LLC838$278.4K0.40%+838New
Crestwood Advisors Group LLC836$277.7K0.00%+836New
Advisor OS, LLC835$277.3K0.03%−6−0.7%Reduced
West Michigan Advisors, LLC833$276.7K0.08%−6−0.7%Reduced
SevenBridge Financial Group, LLC812$275.9K0.05%−65−7.4%Reduced
Crescent Grove Advisors, LLC822$273.1K0.03%+822New
Sonora Investment Management Group, LLC817$271.4K0.02%−132−13.9%Reduced
Howe & Rusling Inc814$270.4K0.02%+20+2.5%Added
Seven Mile Advisory811$269.4K0.16%−26−3.1%Reduced
Founders Financial Alliance, LLC810$269.1K0.06%+810New
CX Institutional808$268.0K0.01%+183+29.3%Added
Advance Capital Management, Inc.800$265.7K0.01%00.0%Unchanged
Wells Trecaso Financial Group, LLC800$265.7K0.08%00.0%Unchanged
BOCHK Asset Management Ltd800$265.7K0.08%+800New
EverSource Wealth Advisors, LLC799$265.4K0.01%+192+31.6%Added
Chicago Partners Investment Group LLC738$264.3K0.01%+738New
Ritholtz Wealth Management791$262.6K0.01%+791New
Hills Bank & Trust Co787$261.4K0.02%+70+9.8%Added
Busey Wealth Management785$260.8K0.01%00.0%Unchanged
Level Four Advisory Services, LLC783$260.1K0.01%−45−5.4%Reduced
Icon Wealth Advisors, LLC782$259.8K0.02%00.0%Unchanged
M. Kulyk & Associates, LLC777$258.1K0.06%−32−4.0%Reduced
Panagora Asset Management Inc777$258.1K0.00%−5−0.6%Reduced
Sicart Associates LLC775$257.4K0.09%−400−34.0%Reduced
Center for Financial Planning, Inc.767$254.8K0.03%00.0%Unchanged
Clark Capital Management Group, Inc.766$254.4K0.00%+766New
Baltimore-Washington Financial Advisors, Inc.762$253.1K0.01%+762New
Cumberland Partners Ltd761$252.8K0.02%+761New
NBC Securities, Inc.759$252.0K0.02%−79−9.4%Reduced
Essex Financial Services, Inc.756$251.2K0.02%−112−12.9%Reduced
Leonteq Securities AG756$251.1K0.01%−11,140−93.6%Reduced
Drucker Wealth 3.0, LLC736$250.3K0.05%+736New
Maple Capital Management, Inc.753$250.1K0.02%−350−31.7%Reduced
Quadrant Private Wealth Management, LLC746$247.8K0.05%+746New
BSW Wealth Partners739$245.5K0.03%+739New
Pinnacle Wealth Management Advisory Group, LLC737$244.8K0.02%+737New
Proficio Capital Partners LLC730$242.6K0.02%+730New
City State Bank730$242.5K0.08%00.0%Unchanged
Pallas Capital Advisors LLC730$242.3K0.01%−168−18.7%Reduced
Colonial Trust Co747$242.3K0.04%−191−20.4%Reduced
Envestnet Portfolio Solutions, Inc.729$242.2K0.00%−149−17.0%Reduced
Leavell Investment Management, Inc.728$241.9K0.01%+728New
Victory Financial Group, LLC724$240.5K0.04%+724New
Ironwood Investment Counsel, LLC721$239.7K0.04%+721New
Enterprise Bank & Trust Co721$239.5K0.09%+721New
Washington Trust Bank716$237.8K0.02%+716New
Per Stirling Capital Management, LLC.713$236.8K0.03%+713New
Cary Street Partners Financial LLC709$235.5K0.01%−8−1.1%Reduced
Sapient Capital LLC705$234.2K0.00%+705New
Citizens Financial Group Inc703$233.7K0.00%+703New
CoreCap Advisors, LLC703$233.5K0.01%+263+59.8%Added
Impact Partnership Wealth, LLC702$233.3K0.04%+702New
Signature Estate & Investment Advisors LLC701$232.9K0.01%+701New
Professional Financial Advisors, LLC700$232.5K0.05%+700New
Welch Capital Partners LLC696$231.0K0.05%+696New
Signal Advisors Wealth, LLC694$230.6K0.02%−158−18.5%Reduced
True North Advisors, LLC691$229.5K0.04%+691New
Accel Wealth Management690$229.2K0.08%+690New
LeClair Wealth Partners LLC688$228.5K0.16%+688New
Ruggaard & Associates LLC687$228.2K0.09%+687New
Capital Investment Advisory Services, LLC683$227.0K0.02%+683New
Coastal Bridge Advisors, LLC682$226.5K0.02%+682New
Soltis Investment Advisors LLC680$225.8K0.02%+680New
Childress Capital Advisors, LLC680$225.8K0.06%+680New
We Are One Seven, LLC679$225.6K0.01%+679New
Milestone Asset Management, LLC671$223.2K0.05%+671New
Carr Financial Group Corp672$223.2K0.07%+672New
Bradley Foster & Sargent Inc671$222.9K0.00%+671New
Foguth Wealth Management, LLC.670$222.7K0.05%−115−14.6%Reduced
JFS Wealth Advisors, LLC670$222.6K0.01%−32−4.6%Reduced
Sentinus, LLC668$221.8K0.05%+668New
Winton Group Ltd667$221.6K0.01%−2,744−80.4%Reduced
Citizens & Northern Corp666$221.2K0.06%+666New
Trust Investment Advisors664$220.6K0.13%+664New
Livforsakringsbolaget Skandia, Omsesidigt664$220.4K0.01%00.0%Unchanged
Aries Wealth Management660$219.2K0.06%+660New
Vantage Point Financial LLC655$217.6K0.10%+655New
Phillips Wealth Planners LLC639$216.1K0.20%+639New
Brown Brothers Harriman & Co649$215.6K0.00%+60+10.2%Added
Strengthening Families & Communities, LLC831$214.7K0.12%+287+52.8%Added
Independent Advisor Alliance641$212.8K0.01%+641New