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 |
|---|---|---|---|---|---|
| Estabrook Capital Management | 640 | $212.6K | 0.03% | −360−36.0% | Reduced |
| Shelton Capital Management | 638 | $211.9K | 0.00% | +638 | New |
| Mather Group, LLC. | 635 | $210.9K | 0.00% | −307−32.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 635 | $210.9K | 0.05% | +635 | New |
| Great Waters Wealth Management | 634 | $210.6K | 0.03% | +634 | New |
| Tiemann Investment Advisors, LLC | 634 | $210.5K | 0.09% | +634 | New |
| Chemung Canal Trust Co | 633 | $210.3K | 0.04% | +633 | New |
| Sound View Wealth Advisors Group, LLC | 632 | $210.1K | 0.02% | −192−23.3% | Reduced |
| Paragon Capital Management Ltd | 632 | $210.0K | 0.04% | +632 | New |
| Flagstone Financial Management | 631 | $209.6K | 0.06% | +631 | New |
| Whittier Trust Co of Nevada Inc | 631 | $209.6K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 630 | $209.3K | 0.01% | +630 | New |
| Central Trust Co | 628 | $208.6K | 0.00% | −14−2.2% | Reduced |
| NWF Advisory Services Inc. | 627 | $208.4K | 0.02% | +627 | New |
| Crawford Investment Counsel Inc | 627 | $208.3K | 0.00% | +627 | New |
| Clear Creek Financial Management, LLC | 625 | $207.6K | 0.02% | +625 | New |
| VSM Wealth Advisory, LLC | 623 | $207.0K | 0.07% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 466 | $206.7K | 0.01% | +99+27.0% | Added |
| Armstrong Advisory Group, Inc | 621 | $206.3K | 0.02% | +17+2.8% | Added |
| Cherry Creek Investment Advisors, Inc. | 621 | $206.3K | 0.10% | +621 | New |
| Parkside Financial Bank & Trust | 619 | $205.6K | 0.02% | −57−8.4% | Reduced |
| Gouws Capital LLC | 619 | $205.6K | 0.13% | +619 | New |
| Stokes Family Office, LLC | 618 | $205.3K | 0.02% | +618 | New |
| Penserra Capital Management LLC | 621 | $205.0K | 0.00% | +67+12.1% | Added |
| Cidel Asset Management Inc | 613 | $203.6K | 0.01% | +613 | New |
| Turtle Creek Wealth Advisors, LLC | 611 | $203.0K | 0.02% | +611 | New |
| United Asset Strategies, Inc. | 609 | $202.4K | 0.02% | +609 | New |
| Breakwater Capital Group | 609 | $202.3K | 0.03% | +609 | New |
| Values First Advisors, Inc. | 609 | $202.2K | 0.11% | +609 | New |
| Hanson & Doremus Investment Management | 608 | $202.0K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 608 | $202.0K | 0.04% | +608 | New |
| Catalyst Financial Partners LLC | 607 | $201.6K | 0.02% | +607 | New |
| Centric Wealth Management | 602 | $200.6K | 0.05% | +602 | New |
| Sunbelt Securities, Inc. | 695 | $198.7K | 0.02% | +301+76.4% | Added |
| Battery Global Advisors, LLC | 598 | $198.6K | 0.10% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 579 | $192.5K | 0.04% | +579 | New |
| NBT Bank N A | 575 | $191.0K | 0.01% | −20−3.4% | Reduced |
| Raiffeisen Bank International AG | 574 | $185.1K | 0.00% | −271−32.1% | Reduced |
| TFC Financial Management | 544 | $180.7K | 0.02% | −3−0.5% | Reduced |
| Smithfield Trust Co | 532 | $177.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 520 | $172.7K | 0.04% | +437+526.5% | Added |
| City Holding Co | 520 | $172.7K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 516 | $171.4K | 0.02% | −25−4.6% | Reduced |
| Coastline Trust Co | 500 | $166.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 498 | $165.4K | 0.01% | −211−29.8% | Reduced |
| Valley National Advisers Inc | 459 | $152.0K | 0.02% | −2−0.4% | Reduced |
| Catalyst Capital Advisors LLC | 453 | $150.5K | 0.00% | +453 | New |
| S&T Bank | 450 | $149.5K | 0.05% | 00.0% | Unchanged |
| Westpac Banking Corp | 427 | $141.8K | 0.01% | −27−5.9% | Reduced |
| Banque de Luxembourg S.A. | 547 | $141.3K | 0.08% | 00.0% | Unchanged |
| Covestor Ltd | 424 | $141.0K | 0.08% | +83+24.3% | Added |
| Sound Income Strategies, LLC | 414 | $137.5K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 411 | $136.5K | 0.05% | 00.0% | Unchanged |
| Larson Financial Group LLC | 408 | $135.5K | 0.01% | +81+24.8% | Added |
| Maj Invest Holding A/S | 400 | $133.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $132.9K | 0.02% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 393 | $130.5K | 0.09% | 00.0% | Unchanged |
| Rothschild Investment LLC | 381 | $126.6K | 0.01% | −166−30.3% | Reduced |
| Trust Co of Toledo NA | 380 | $126.2K | 0.01% | +380 | New |
| Crews Bank & Trust | 374 | $124.2K | 0.02% | 00.0% | Unchanged |
| Navigoe, LLC | 353 | $117.0K | 0.09% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 348 | $115.4K | 0.02% | −85−19.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 326 | $114.7K | 0.09% | +15+4.8% | Added |
| First Command Advisory Services, Inc. | 343 | $113.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 341 | $113.4K | 0.01% | −470−58.0% | Reduced |
| Sentry Investment Management LLC | 329 | $111.0K | 0.06% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 333 | $110.6K | 0.01% | +333 | New |
| DiNuzzo Private Wealth, Inc. | 329 | $109.3K | 0.01% | −1−0.3% | Reduced |
| Cromwell Holdings LLC | 328 | $109.0K | 0.07% | −1−0.3% | Reduced |
| Onefund, LLC | 301 | $100.0K | 0.07% | +301 | New |
| 1620 Investment Advisors, Inc. | 287 | $95.3K | 0.07% | 00.0% | Unchanged |
| Asset Dedication, LLC | 284 | $94.3K | 0.01% | −2−0.7% | Reduced |
| Oakworth Capital, Inc. | 284 | $94.3K | 0.01% | +17+6.4% | Added |
| Wexford Capital LP | 279 | $92.7K | 0.03% | +279 | New |
| Keener Financial Planning LLC | 278 | $92.0K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 275 | $91.3K | 0.02% | −23−7.7% | Reduced |
| Versant Capital Management, Inc | 269 | $89.4K | 0.01% | +7+2.7% | Added |
| St Germain D J Co Inc | 262 | $87.0K | 0.00% | +256+4,266.7% | Added |
| Country Trust Bank | 254 | $84.4K | 0.00% | −20−7.3% | Reduced |
| CVA Family Office, LLC | 254 | $84.4K | 0.01% | +20+8.5% | Added |
| New England Capital Financial Advisors LLC | 250 | $83.1K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $83.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $83.0K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $82.4K | 0.03% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 245 | $81.4K | 0.00% | +245 | New |
| Independence Bank of Kentucky | 230 | $76.4K | 0.01% | −10−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 230 | $76.0K | 0.00% | +230 | New |
| Breakwater Investment Management | 226 | $75.1K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 225 | $74.7K | 0.06% | +225 | New |
| Wealth Preservation Advisors, LLC | 214 | $71.1K | 0.04% | 00.0% | Unchanged |
| Hemington Wealth Management | 215 | $71.0K | 0.01% | +8+3.9% | Added |
| Princeton Global Asset Management LLC | 206 | $68.4K | 0.01% | +206 | New |
| Brown, Lisle/Cummings, Inc. | 200 | $66.4K | 0.02% | 00.0% | Unchanged |
| Advantage Trust Co | 200 | $66.4K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 194 | $64.4K | 0.00% | −20−9.3% | Reduced |
| Aventura Private Wealth, LLC | 183 | $60.8K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 180 | $59.8K | 0.03% | +14+8.4% | Added |
| Asset Planning,Inc | 173 | $57.5K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 166 | $56.2K | 0.01% | −4−2.4% | Reduced |
| Spire Wealth Management | 168 | $55.9K | 0.00% | −72−30.0% | Reduced |