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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
Accredited Wealth Management, LLC165$54.8K0.04%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA165$54.8K0.02%+75+83.3%Added
Bank of Jackson Hole Trust161$53.5K0.03%+41+34.2%Added
Maryland Capital Advisors Inc.154$51.2K0.02%+138+862.5%Added
Old Point Trust & Financial Services N A154$51.2K0.02%+154New
Bullock Wealth Management Group150$50.8K0.03%00.0%Unchanged
AdvisorShares Investments LLC150$49.8K0.01%+150New
Prestige Wealth Management Group LLC148$49.2K0.01%−40−21.3%Reduced
FNY Investment Advisers, LLC147$48.0K0.02%−115−43.9%Reduced
Godsey & Gibb Associates140$46.5K0.00%00.0%Unchanged
Rogco, LP139$46.2K0.02%−50−26.5%Reduced
Dynamic Wealth Strategies, LLC138$45.8K0.03%+138New
GeoWealth Management, LLC134$44.5K0.00%+7+5.5%Added
Flagship Wealth Advisors, LLC133$44.2K0.02%00.0%Unchanged
Strategic Investment Solutions, Inc.129$42.9K0.01%00.0%Unchanged
Deseret Mutual Benefit Administrators125$41.5K0.02%00.0%Unchanged
Parvin Asset Management, LLC125$41.5K0.04%00.0%Unchanged
IMA Wealth, Inc.125$41.5K0.00%+1+0.8%Added
IAG Wealth Partners, LLC124$41.2K0.01%00.0%Unchanged
Team Financial Group, LLC121$40.3K0.02%+121New
Financial Gravity Companies, Inc.120$39.9K0.01%+120New
Motco112$39.4K0.00%−70−38.5%Reduced
Legend Financial Advisors, Inc.117$38.9K0.03%+117New
SBI Securities Co., Ltd.116$38.5K0.00%+38+48.7%Added
Cooksen Wealth, LLC114$37.9K0.03%−16−12.3%Reduced
Financial Perspectives, Inc112$37.2K0.01%00.0%Unchanged
Caitong International Asset Management Co., Ltd103$34.2K0.02%−800−88.6%Reduced
Knights of Columbus Asset Advisors LLC100$33.2K0.00%00.0%Unchanged
Citizens National Bank Trust Department100$33.2K0.01%00.0%Unchanged
Rexford Capital Inc100$33.2K0.03%+100New
TSFG, LLC100$33.0K0.01%−91−47.6%Reduced
First United Bank Trust96$31.9K0.01%00.0%Unchanged
First Horizon Advisors, Inc.94$31.2K0.00%00.0%Unchanged
Grove Bank & Trust94$31.2K0.00%+10+11.9%Added
Community Bank, N.A.90$29.9K0.00%−10−10.0%Reduced
Fairscale Capital, LLC79$27.8K0.02%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC82$27.2K0.00%+5+6.5%Added
Glen Eagle Advisors, LLC81$27.0K0.00%00.0%Unchanged
Birchbrook, Inc.80$26.6K0.01%00.0%Unchanged
Clear Street Markets LLC76$25.2K0.01%+76New
West Branch Capital LLC75$24.9K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.74$24.6K0.01%00.0%Unchanged
Rise Advisors, LLC72$23.9K0.01%00.0%Unchanged
MV Capital Management, Inc.72$23.9K0.00%−22−23.4%Reduced
Bruce G. Allen Investments, LLC72$23.9K0.02%00.0%Unchanged
New Millennium Group LLC71$23.6K0.01%00.0%Unchanged
NewSquare Capital LLC71$23.6K0.00%+35+97.2%Added
Essex Investment Management Co LLC70$23.3K0.00%00.0%Unchanged
CNB Bank70$23.3K0.01%00.0%Unchanged
WealthCollab, LLC64$21.3K0.01%00.0%Unchanged
Game Plan Financial Advisors, LLC64$21.3K0.01%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC64$21.3K0.00%00.0%Unchanged
Darwin Advisors, LLC63$21.1K0.01%−42−40.0%Reduced
Delta Asset Management LLC63$20.9K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton62$20.6K0.00%00.0%Unchanged
Albion Financial Group57$18.9K0.00%00.0%Unchanged
Whipplewood Advisors, LLC56$18.6K0.01%+18+47.4%Added
Transamerica Financial Advisors, Inc.56$18.4K0.00%+8+16.7%Added
Indiana Trust & Investment Management CO53$17.6K0.01%00.0%Unchanged
Pittenger & Anderson Inc51$16.9K0.00%00.0%Unchanged
Wolff Wiese Magana LLC51$16.9K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.51$16.9K0.00%+51New
Decker Retirement Planning Inc.51$16.9K0.01%+51New
Morse Asset Management, Inc50$16.6K0.00%−18−26.5%Reduced
Mascoma Wealth Management LLC50$16.6K0.00%00.0%Unchanged
Ameriflex Group, Inc.50$16.3K0.01%−20−28.6%Reduced
GW&K Investment Management, LLC47$16.0K0.00%−15−24.2%Reduced
Richardson Financial Services Inc.48$15.9K0.01%00.0%Unchanged
Archer Investment Corp48$15.9K0.00%+15+45.5%Added
Iron Horse Wealth Management, LLC45$14.9K0.00%00.0%Unchanged
Semmax Financial Advisors Inc.44$14.7K0.00%00.0%Unchanged
Manchester Capital Management LLC42$14.0K0.00%−17−28.8%Reduced
Fortitude Family Office, LLC42$14.0K0.00%+11+35.5%Added
N.E.W. Advisory Services LLC41$13.6K0.00%−30−42.3%Reduced
WPG Advisers, LLC41$13.6K0.01%+10+32.3%Added
Orion Capital Management LLC40$13.4K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC38$13.0K0.00%−31−44.9%Reduced
Financial Management Professionals, Inc.39$13.0K0.00%+9+30.0%Added
GPS Wealth Strategies Group, LLC39$13.0K0.00%−32−45.1%Reduced
Paladin Advisory Group, LLC37$12.3K0.01%00.0%Unchanged
Bogart Wealth, LLC35$11.6K0.00%−1−2.8%Reduced
Twin Peaks Wealth Advisors, LLC34$11.6K0.00%+34New
Oliver Lagore Vanvalin Investment Group40$10.3K0.00%+40New
Kestra Investment Management, LLC39$10.1K0.00%00.0%Unchanged
Gen-Wealth Partners Inc30$9.96K0.00%00.0%Unchanged
Kiker Wealth Management, LLC30$9.96K0.01%00.0%Unchanged
Compass Financial Services Inc30$9.92K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.29$9.63K0.00%+29New
Millstone Evans Group, LLC28$9.30K0.01%00.0%Unchanged
Total Investment Management Inc28$9.30K0.00%+28New
Geneos Wealth Management Inc.25$8.30K0.00%−26−51.0%Reduced
Raffa Wealth Management, LLC25$8.30K0.00%00.0%Unchanged
Howard Hughes Medical Institute24$7.97K0.00%+24New
Harbor Investment Advisory, LLC22$7.31K0.00%00.0%Unchanged
United Community Bank22$7.31K0.00%00.0%Unchanged
Capital Analysts, LLC22$7.00K0.00%00.0%Unchanged
Creative Financial Designs Inc21$6.98K0.00%+2+10.5%Added
Chilton Capital Management LLC20$6.64K0.00%−82−80.4%Reduced
Boyd Watterson Asset Management LLC20$6.64K0.00%00.0%Unchanged
Ogorek Anthony Joseph21$6.00K0.00%−11−34.4%Reduced