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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 37,897 | $12.6M | 0.05% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 35,966 | $12.5M | 0.02% | +449+1.3% | Added |
| Teacher Retirement System of Texas | 36,889 | $12.3M | 0.05% | +20,377+123.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 36,606 | $12.2M | 0.04% | −14,788−28.8% | Reduced |
| Nomura Asset Management Co Ltd | 36,425 | $12.1M | 0.03% | +1,724+5.0% | Added |
| NEOS Investment Management LLC | 36,049 | $12.0M | 0.15% | −12,918−26.4% | Reduced |
| Gotham Asset Management, LLC | 36,013 | $12.0M | 0.07% | +8,454+30.7% | Added |
| Public Employees Retirement System of Ohio | 35,659 | $11.8M | 0.04% | +113+0.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 35,028 | $11.6M | 0.11% | +30,886+745.7% | Added |
| Foresight Group Ltd Liability Partnership | 34,749 | $11.5M | 1.66% | −1,012−2.8% | Reduced |
| Federated Hermes, Inc. | 34,088 | $11.3M | 0.02% | +10,090+42.0% | Added |
| NorthCrest Asset Manangement, LLC | 32,440 | $11.3M | 0.30% | −430−1.3% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,691 | $11.2M | 0.19% | +273+0.8% | Added |
| Janus Henderson Group PLC | 33,123 | $11.0M | 0.01% | +13,097+65.4% | Added |
| Arizona State Retirement System | 33,049 | $11.0M | 0.06% | +399+1.2% | Added |
| M. Kraus & Co | 32,586 | $10.8M | 3.18% | −110−0.3% | Reduced |
| Creative Planning | 32,438 | $10.8M | 0.01% | −1,957−5.7% | Reduced |
| Interval Partners, LP | 32,400 | $10.8M | 0.25% | +32,400 | New |
| Banque Pictet & Cie SA | 32,336 | $10.7M | 0.11% | −373−1.1% | Reduced |
| AQR Capital Management LLC | 32,113 | $10.6M | 0.01% | +23,974+294.6% | Added |
| DnB Asset Management AS | 31,790 | $10.6M | 0.04% | +1,297+4.3% | Added |
| Freestone Grove Partners LP | 31,717 | $10.5M | 0.08% | +30,879+3,684.8% | Added |
| Captrust Financial Advisors | 31,574 | $10.5M | 0.02% | +1,857+6.2% | Added |
| Bartlett & Co. Wealth Management LLC | 31,218 | $10.4M | 0.14% | −420−1.3% | Reduced |
| American Century Companies Inc | 31,037 | $10.3M | 0.01% | +300+1.0% | Added |
| Cerity Partners LLC | 31,000 | $10.3M | 0.02% | +5,927+23.6% | Added |
| State of Michigan Retirement System | 30,613 | $10.2M | 0.05% | −100−0.3% | Reduced |
| Jacobs & Co | 30,392 | $10.1M | 1.00% | −923−2.9% | Reduced |
| Erste Asset Management GmbH | 30,495 | $10.1M | 0.08% | +13,396+78.3% | Added |
| Sompo Asset Management Co., Ltd. | 30,235 | $10.0M | 1.74% | +487+1.6% | Added |
| Portland Global Advisors LLC | 29,959 | $9.95M | 1.17% | −862−2.8% | Reduced |
| Ensign Peak Advisors, Inc | 29,934 | $9.94M | 0.02% | +2,006+7.2% | Added |
| Talbot Financial, LLC | 29,908 | $9.93M | 0.94% | +4,193+16.3% | Added |
| MetLife Investment Management | 29,142 | $9.68M | 0.06% | −679−2.3% | Reduced |
| Cetera Investment Advisers | 28,555 | $9.49M | 0.02% | +696+2.5% | Added |
| Nisa Investment Advisors, LLC | 28,471 | $9.46M | 0.04% | −757−2.6% | Reduced |
| Brown Advisory Inc | 28,094 | $9.33M | 0.01% | +190+0.7% | Added |
| Puzo Michael J | 27,961 | $9.29M | 2.65% | −5,432−16.3% | Reduced |
| Capital Fund Management S.A. | 27,717 | $9.21M | 0.10% | +7,167+34.9% | Added |
| Pinnbrook Capital Management LP | 27,710 | $9.20M | 2.41% | +27,710 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,644 | $9.18M | 0.05% | +1,786+6.9% | Added |
| Czech National Bank | 27,551 | $9.15M | 0.07% | +1,580+6.1% | Added |
| Tema ETFs LLC | 27,434 | $9.11M | 2.42% | −14,693−34.9% | Reduced |
| Fayez Sarofim & Co | 27,071 | $8.99M | 0.02% | +233+0.9% | Added |
| Lansdowne Partners (UK) LLP | 26,775 | $8.89M | 1.16% | +11,048+70.2% | Added |
| Rockland Trust Co | 26,572 | $8.83M | 0.43% | −2,589−8.9% | Reduced |
| ASR Vermogensbeheer N.V. | 26,278 | $8.73M | 0.11% | −112−0.4% | Reduced |
| Stephens Inc | 26,206 | $8.70M | 0.12% | +384+1.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 26,195 | $8.70M | 0.08% | +800+3.2% | Added |
| Westend Capital Management, LLC | 25,661 | $8.52M | 2.63% | +520+2.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 25,609 | $8.51M | 0.08% | −22−0.1% | Reduced |
| Drystone LLC | 25,375 | $8.43M | 7.73% | −272−1.1% | Reduced |
| Kidder Stephen W | 25,196 | $8.37M | 2.52% | −4,175−14.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 25,101 | $8.34M | 0.44% | +248+1.0% | Added |
| D.A. Davidson & Co. | 25,061 | $8.32M | 0.06% | +420+1.7% | Added |
| Mandatum Life Insurance Co Ltd | 25,000 | $8.30M | 2.19% | 00.0% | Unchanged |
| L & S Advisors Inc | 24,740 | $8.22M | 0.81% | +24,740 | New |
| Skandinaviska Enskilda Banken AB (publ) | 24,314 | $8.08M | 0.04% | +1,014+4.4% | Added |
| Retirement Systems of Alabama | 24,186 | $8.03M | 0.03% | −113−0.5% | Reduced |
| Van Eck Associates Corp | 23,926 | $7.95M | 0.01% | −4,305−15.2% | Reduced |
| Abn Amro Investment Solutions | 23,884 | $7.93M | 0.16% | −4,792−16.7% | Reduced |
| HITE Hedge Asset Management LLC | 23,825 | $7.91M | 0.45% | +23,825 | New |
| Kovitz Investment Group Partners, LLC | 23,673 | $7.86M | 0.03% | −4,531−16.1% | Reduced |
| M&G Plc | 23,463 | $7.79M | 0.04% | +23,463 | New |
| First American Trust, FSB | 23,428 | $7.78M | 0.62% | −717−3.0% | Reduced |
| Forsta Ap-Fonden | 23,300 | $7.74M | 0.05% | −300−1.3% | Reduced |
| LGT Group Foundation | 23,063 | $7.66M | 0.10% | +23,063 | New |
| USS Investment Management Ltd | 22,812 | $7.57M | 0.05% | 00.0% | Unchanged |
| Amalgamated Bank | 22,316 | $7.41M | 0.06% | +155+0.7% | Added |
| MAI Capital Management | 21,956 | $7.29M | 0.05% | +78+0.4% | Added |
| Boston Common Asset Management, LLC | 21,797 | $7.24M | 0.20% | −5,862−21.2% | Reduced |
| IFM Investors Pty Ltd | 21,655 | $7.19M | 0.07% | +1,195+5.8% | Added |
| Lighthouse Investment Partners, LLC | 21,653 | $7.19M | 0.31% | +16,653+333.1% | Added |
| KWMG, LLC | 21,415 | $7.11M | 0.67% | +284+1.3% | Added |
| Iyo Bank, Ltd. | 21,350 | $7.09M | 2.87% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 21,310 | $7.08M | 0.54% | +2,048+10.6% | Added |
| Quantbot Technologies LP | 21,247 | $7.06M | 0.18% | +21,247 | New |
| GWM Advisors LLC | 21,091 | $7.01M | 0.04% | +1,970+10.3% | Added |
| Papp L Roy & Associates | 21,030 | $6.99M | 0.83% | +2,579+14.0% | Added |
| Federation des caisses Desjardins du Quebec | 20,938 | $6.95M | 0.03% | −9,756−31.8% | Reduced |
| Delaney Dennis R | 20,927 | $6.95M | 3.57% | −768−3.5% | Reduced |
| ABN AMRO Bank N.V. | 20,181 | $6.74M | 0.09% | +178+0.9% | Added |
| Prime Capital Investment Advisors, LLC | 20,264 | $6.73M | 0.09% | −4,849−19.3% | Reduced |
| Verition Fund Management LLC | 20,109 | $6.68M | 0.04% | +2,810+16.2% | Added |
| Telos Capital Management, Inc. | 20,042 | $6.66M | 0.68% | −1,014−4.8% | Reduced |
| Nicholas Company, Inc. | 19,641 | $6.52M | 0.11% | +1,745+9.8% | Added |
| Pathstone Holdings, LLC | 19,606 | $6.51M | 0.03% | −19,184−49.5% | Reduced |
| ProShare Advisors LLC | 19,547 | $6.49M | 0.01% | +2,161+12.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 19,533 | $6.49M | 0.06% | +1,504+8.3% | Added |
| Azimuth Capital Investment Management LLC | 19,465 | $6.47M | 0.24% | −1,863−8.7% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 19,000 | $6.31M | 0.05% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 18,988 | $6.31M | 0.45% | +822+4.5% | Added |
| Kestra Advisory Services, LLC | 18,843 | $6.26M | 0.03% | −959−4.8% | Reduced |
| Utah Retirement Systems | 18,632 | $6.19M | 0.06% | −77−0.4% | Reduced |
| Balyasny Asset Management LLC | 18,216 | $6.05M | 0.01% | −27,121−59.8% | Reduced |
| Xponance, Inc. | 17,999 | $5.98M | 0.05% | +452+2.6% | Added |
| Entropy Technologies, LP | 17,691 | $5.88M | 0.47% | +17,691 | New |
| CIBC Asset Management Inc | 17,600 | $5.85M | 0.02% | −2,208−11.1% | Reduced |
| Notis-McConarty Edward | 17,153 | $5.70M | 2.78% | −1,372−7.4% | Reduced |
| Hall Laurie J Trustee | 17,132 | $5.69M | 1.88% | −125−0.7% | Reduced |