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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
Burford Brothers, Inc.0$00.00%−2,334−100.0%Sold out
Perbak Capital Partners LLP0$00.00%−2,136−100.0%Sold out
AssuredPartners Investment Advisors, LLC0$00.00%−1,913−100.0%Sold out
West Tower Group, LLC0$00.00%−1,600−100.0%Sold out
Middleton & Co Inc0$00.00%−1,375−100.0%Sold out
Maven Securities LTD0$00.00%−1,302−100.0%Sold out
Versor Investments LP0$00.00%−1,302−100.0%Sold out
Inscription Capital, LLC0$00.00%−1,153−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−1,230−100.0%Sold out
Buttonwood Financial Advisors Inc.0$00.00%−1,230−100.0%Sold out
Legacy Advisors, LLC0$00.00%−1,178−100.0%Sold out
Integrity Alliance, LLC.0$00.00%−1,134−100.0%Sold out
Strategic Financial Concepts, LLC0$00.00%−1,111−100.0%Sold out
Fukoku Mutual Life Insurance Co0$00.00%−1,058−100.0%Sold out
Paloma Partners Management Co0$00.00%−1,000−100.0%Sold out
Tradewinds, LLC.0$00.00%−997−100.0%Sold out
KG&L Capital Management,LLC0$00.00%−951−100.0%Sold out
Linscomb & Williams, Inc.0$00.00%−854−100.0%Sold out
Capital City Trust Co0$00.00%−818−100.0%Sold out
Militia Capital Partners, LP0$00.00%−700−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−553−100.0%Sold out
J.Safra Asset Management Corp0$00.00%−370−100.0%Sold out
Washington Trust Co0$00.00%−300−100.0%Sold out
eCIO, Inc.0$00.00%−293−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−222−100.0%Sold out
Arrowpoint Investment Partners (Singapore) Pte. Ltd.0$00.00%−210−100.0%Sold out
Quent Capital, LLC0$00.00%−202−100.0%Sold out
Continuum Advisory, LLC0$00.00%−190−100.0%Sold out
Laurel Wealth Advisors LLC0$00.00%−141−100.0%Sold out
Vega Investment Solutions0$00.00%−130−100.0%Sold out
Pinnacle Financial Partners Inc0$00.00%−100−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−80−100.0%Sold out
Riverview Trust Co0$00.00%−69−100.0%Sold out
Investors Research Corp0$00.00%−63−100.0%Sold out
West Paces Advisors Inc.0$00.00%−58−100.0%Sold out
Avalon Trust Co0$00.00%−46−100.0%Sold out
Saudi Central Bank0$00.00%−44−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−32−100.0%Sold out
Webster Bank, N. A.0$00.00%−23−100.0%Sold out
Blume Capital Management, Inc.0$00.00%−21−100.0%Sold out
Global Financial Private Client, LLC0$00.00%−17−100.0%Sold out
Truvestments Capital LLC0$00.00%−15−100.0%Sold out
Atala Financial Inc0$00.00%−10−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−9−100.0%Sold out
Bernard Wealth Management Corp.0$00.00%−9−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−9−100.0%Sold out
Hexagon Capital Partners LLC0$00.00%−8−100.0%Sold out
Clark Wealth Partners0$00.00%−7−100.0%Sold out
Greenline Partners, LLC0$00.00%−6−100.0%Sold out
NVWM, LLC0$00.00%−4−100.0%Sold out
Winnow Wealth LLC0$00.00%−4−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−3−100.0%Sold out
Crewe Advisors LLC0$00.00%−3−100.0%Sold out
PEAK6 LLC0$00.00%−2−100.0%Sold out
Bear Mountain Capital, Inc.0$00.00%−2−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−1−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−1−100.0%Sold out
Credit Agricole S A––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
Glenmede Trust Co NA––––Not filed
Sandy Spring Bank––––Not filed
Rakuten Investment Management, Inc.––––Not filed
Mizuho Securities USA LLC––––Not filed
Heritage Wealth Partners, LLC––––Not filed
Lindbrook Capital, LLC––––Not filed
Sofos Investments, Inc.––––Not filed
Nova Wealth Management, Inc.––––Not filed