Rockwell Automation, Inc

ROK

Exchange: NYSE
Industry: Measuring & Controlling Devices, NEC
SEC CIK: 0001024478

SEC filings (opens in a new tab)

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

Value heldQ2 2025: $31.1B

Institutions holding ROK and their total value by quarter
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.

Institutions holding ROK in Q2 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
West Oak Capital, LLC	18	$6.00K	0.00%	00.0%	Unchanged
Binnacle Investments Inc	18	$5.98K	0.00%	+1+5.9%	Added
Bare Financial Services, Inc	18	$5.98K	0.00%	+13+260.0%	Added
Moisand Fitzgerald Tamayo, LLC	17	$5.65K	0.00%	00.0%	Unchanged
Silicon Valley Capital Partners	17	$5.65K	0.00%	+17	New
Sierra Ocean, LLC	16	$5.34K	0.00%	−77−82.8%	Reduced
Mowery & Schoenfeld Wealth Management, LLC	16	$5.32K	0.01%	00.0%	Unchanged
Solstein Capital, LLC	16	$5.32K	0.00%	+16	New
Thurston, Springer, Miller, Herd & Titak, Inc.	16	$5.31K	0.00%	00.0%	Unchanged
Avion Wealth	17	$5.00K	0.00%	+1+6.3%	Added
Meeder Asset Management Inc	15	$4.98K	0.00%	−29−65.9%	Reduced
Sawyer & Company, Inc	10	$4.95K	0.00%	+10	New
Dogwood Wealth Management LLC	14	$4.73K	0.00%	+7+100.0%	Added
Sittner & Nelson, LLC	14	$4.65K	0.00%	00.0%	Unchanged
CBIZ Investment Advisory Services, LLC	14	$4.65K	0.00%	+10+250.0%	Added
Abound Wealth Management	13	$4.33K	0.00%	00.0%	Unchanged
Ridgewood Investments LLC	13	$4.15K	0.00%	00.0%	Unchanged
Hantz Financial Services, Inc.	12	$4.00K	0.00%	+7+140.0%	Added
Sachetta, LLC	12	$3.99K	0.00%	−106−89.8%	Reduced
Addison Advisors LLC	12	$3.99K	0.00%	+12	New
Fairman Group, LLC	12	$3.99K	0.00%	00.0%	Unchanged
Jackson, Grant Investment Advisers, Inc.	12	$3.99K	0.00%	00.0%	Unchanged
Private Wealth Management Group, LLC	11	$3.65K	0.00%	−8−42.1%	Reduced
Medallion Wealth Advisors, LLC	10	$3.51K	0.00%	00.0%	Unchanged
True Wealth Design, LLC	10	$3.32K	0.00%	00.0%	Unchanged
Rossby Financial, LCC	10	$3.32K	0.00%	00.0%	Unchanged
Tortoise Investment Management, LLC	10	$3.32K	0.00%	+4+66.7%	Added
Rakuten Securities, Inc.	10	$3.32K	0.00%	+7+233.3%	Added
Delos Wealth Advisors, LLC	10	$3.32K	0.00%	+10	New
Dunhill Financial, LLC	9	$3.29K	0.00%	−20−69.0%	Reduced
Cornerstone Planning Group LLC	9	$3.11K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	9	$2.99K	0.00%	00.0%	Unchanged
Transce3nd, LLC	9	$2.99K	0.00%	00.0%	Unchanged
Pineridge Advisors LLC	9	$2.99K	0.00%	+9	New
Core Alternative Capital	8	$2.66K	0.00%	00.0%	Unchanged
SJS Investment Consulting Inc.	7	$2.33K	0.00%	−5−41.7%	Reduced
HHM Wealth Advisors, LLC	7	$2.33K	0.00%	00.0%	Unchanged
Rialto Wealth Management, LLC	7	$2.33K	0.00%	+4+133.3%	Added
UMA Financial Services, Inc.	7	$2.33K	0.00%	+7	New
Hollencrest Capital Management	7	$2.33K	0.00%	00.0%	Unchanged
Anchor Investment Management, LLC	7	$2.33K	0.00%	00.0%	Unchanged
Promus Capital, LLC	7	$2.33K	0.00%	00.0%	Unchanged
Trifecta Capital Advisors, LLC	6	$1.99K	0.00%	00.0%	Unchanged
Bay Harbor Wealth Management, LLC	6	$1.99K	0.00%	+3+100.0%	Added
Smallwood Wealth Investment Management, LLC	6	$1.99K	0.00%	+6	New
Highline Wealth Partners LLC	5	$1.66K	0.00%	−2−28.6%	Reduced
Cape Investment Advisory, Inc.	5	$1.66K	0.00%	00.0%	Unchanged
Fairway Wealth LLC	5	$1.66K	0.00%	00.0%	Unchanged
Kilter Group LLC	5	$1.66K	0.00%	+5	New
DecisionPoint Financial, LLC	4	$1.35K	0.00%	+4	New
Newbridge Financial Services Group, Inc.	4	$1.33K	0.00%	+4	New
Hughes Financial Services, LLC	4	$1.31K	0.00%	−6−60.0%	Reduced
Tobam	4	$1.00K	0.00%	−218−98.2%	Reduced
WealthTrak Capital Management LLC	3	$997	0.00%	−5−62.5%	Reduced
Hara Capital LLC	3	$997	0.00%	00.0%	Unchanged
Parkworth Wealth Management, Inc.	3	$997	0.00%	+1+50.0%	Added
Atticus Wealth Management, LLC	3	$997	0.00%	+3	New
Signature Resources Capital Management, LLC	3	$997	0.00%	+3	New
Essential Partners LLC	3	$997	0.00%	+3	New
Cherry Tree Wealth Management, LLC	2	$665	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	2	$665	0.00%	+1+100.0%	Added
Stephens Consulting, LLC	2	$665	0.00%	+2	New
Principia Wealth Advisory, LLC	2	$664	0.00%	−2−50.0%	Reduced
Aspect Partners, LLC	2	$664	0.00%	00.0%	Unchanged
Cedar Mountain Advisors, LLC	1	$338	0.00%	00.0%	Unchanged
Arlington Trust Co LLC	1	$332	0.00%	−44−97.8%	Reduced
Activest Wealth Management	1	$332	0.00%	−17−94.4%	Reduced
LGT Financial Advisors LLC	1	$332	0.00%	+1	New
Raleigh Capital Management Inc.	0	$22	0.00%	0	Unchanged
TimesSquare Capital Management, LLC	0	$0	0.00%	−211,885−100.0%	Sold out
Eisler Capital Management Ltd.	0	$0	0.00%	−103,713−100.0%	Sold out
Tenere Capital LLC	0	$0	0.00%	−49,815−100.0%	Sold out
Thematics Asset Management	0	$0	0.00%	−47,335−100.0%	Sold out
Caisse de Depot Et Placement du Quebec	0	$0	0.00%	−44,306−100.0%	Sold out
AMF Pensionsforsakring AB	0	$0	0.00%	−40,791−100.0%	Sold out
Voloridge Investment Management, LLC	0	$0	0.00%	−31,312−100.0%	Sold out
Corebridge Financial, Inc.	0	$0	0.00%	−26,095−100.0%	Sold out
Walleye Capital LLC	0	$0	0.00%	−23,374−100.0%	Sold out
Agf Management Ltd	0	$0	0.00%	−22,397−100.0%	Sold out
Bell Asset Management Ltd	0	$0	0.00%	−21,015−100.0%	Sold out
London & Capital Asset Management Ltd	0	$0	0.00%	−14,793−100.0%	Sold out
Moore Capital Management, LP	0	$0	0.00%	−12,401−100.0%	Sold out
Twinbeech Capital LP	0	$0	0.00%	−11,656−100.0%	Sold out
Elo Mutual Pension Insurance Co	0	$0	0.00%	−11,369−100.0%	Sold out
New Age Alpha Advisors, LLC	0	$0	0.00%	−9,425−100.0%	Sold out
Weil Company, Inc.	0	$0	0.00%	−8,780−100.0%	Sold out
XTX Topco Ltd	0	$0	0.00%	−7,477−100.0%	Sold out
Union Bancaire Privee, UBP SA	0	$0	0.00%	−6,719−100.0%	Sold out
Virtu Financial LLC	0	$0	0.00%	−5,786−100.0%	Sold out
Generali Asset Management SPA SGR	0	$0	0.00%	−5,368−100.0%	Sold out
Garda Capital Partners LP	0	$0	0.00%	−4,844−100.0%	Sold out
Leibman Financial Services, Inc.	0	$0	0.00%	−4,660−100.0%	Sold out
Allstate Corp	0	$0	0.00%	−4,394−100.0%	Sold out
Paradigm Asset Management Co LLC	0	$0	0.00%	−3,900−100.0%	Sold out
Nomura Holdings Inc	0	$0	0.00%	−3,580−100.0%	Sold out
Baader Bank INC	0	$0	0.00%	−3,520−100.0%	Sold out
Chilton Investment Co LLC	0	$0	0.00%	−3,421−100.0%	Sold out
United Services Automobile Association	0	$0	0.00%	−2,757−100.0%	Sold out
Longfellow Investment Management Co LLC	0	$0	0.00%	−2,448−100.0%	Sold out
TownSquare Capital, LLC	0	$0	0.00%	−2,428−100.0%	Sold out