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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 17,126 | $5.69M | 0.05% | +821+5.0% | Added |
| First Trust Advisors LP | 16,994 | $5.64M | 0.00% | −8,308−32.8% | Reduced |
| New York Life Investment Management LLC | 16,915 | $5.62M | 0.05% | +157+0.9% | Added |
| Prudential PLC | 16,893 | $5.61M | 0.03% | +4,130+32.4% | Added |
| Alerus Financial NA | 16,786 | $5.58M | 0.40% | −1,909−10.2% | Reduced |
| AXA S.A. | 16,718 | $5.55M | 0.02% | +1,755+11.7% | Added |
| ING Groep NV | 16,631 | $5.52M | 0.03% | +16,631 | New |
| Ethic Inc. | 16,706 | $5.51M | 0.10% | +2,763+19.8% | Added |
| Northwest & Ethical Investments L.P. | 16,490 | $5.48M | 0.14% | +16,490 | New |
| Campbell & CO Investment Adviser LLC | 16,427 | $5.46M | 0.34% | +16,427 | New |
| Andra AP-fonden | 16,400 | $5.45M | 0.08% | +1,500+10.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,138 | $5.36M | 0.05% | −2,088−11.5% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 16,029 | $5.32M | 1.34% | −204−1.3% | Reduced |
| Silvant Capital Management LLC | 15,947 | $5.30M | 0.20% | +2,387+17.6% | Added |
| Advisors Asset Management, Inc. | 15,940 | $5.29M | 0.09% | −3,243−16.9% | Reduced |
| McGuire Investment Group, LLC | 15,864 | $5.27M | 0.67% | +57+0.4% | Added |
| Toroso Investments, LLC | 15,771 | $5.24M | 0.03% | +5,933+60.3% | Added |
| Quantinno Capital Management LP | 15,376 | $5.11M | 0.02% | +5,232+51.6% | Added |
| Brinker Capital Investments, LLC | 15,282 | $5.08M | 0.04% | +1,635+12.0% | Added |
| Farmers & Merchants Investments Inc | 15,246 | $5.06M | 0.15% | +493+3.3% | Added |
| M&T Bank Corp | 15,062 | $5.00M | 0.02% | −3,593−19.3% | Reduced |
| Synovus Financial Corp | 15,058 | $5.00M | 0.06% | −570−3.6% | Reduced |
| Davy Global Fund Management Ltd | 15,000 | $4.98M | 0.44% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 14,920 | $4.96M | 0.00% | −1,204−7.5% | Reduced |
| Whitener Capital Management, Inc. | 14,895 | $4.95M | 1.31% | −60−0.4% | Reduced |
| JustInvest LLC | 14,748 | $4.92M | 0.06% | +1,101+8.1% | Added |
| Stratos Wealth Advisors, LLC | 14,710 | $4.89M | 0.26% | −394−2.6% | Reduced |
| Vident Advisory, LLC | 14,362 | $4.77M | 0.05% | +7,538+110.5% | Added |
| Nissay Asset Management Corp | 14,297 | $4.75M | 0.03% | −353−2.4% | Reduced |
| CIBC World Markets Corp | 14,197 | $4.72M | 0.03% | +567+4.2% | Added |
| Yousif Capital Management, LLC | 14,066 | $4.67M | 0.05% | −224−1.6% | Reduced |
| Sanctuary Advisors, LLC | 13,791 | $4.58M | 0.03% | +988+7.7% | Added |
| Bill Few Associates, Inc. | 13,744 | $4.57M | 1.29% | −31−0.2% | Reduced |
| DJE Kapital AG | 13,686 | $4.52M | 0.11% | +13,686 | New |
| Engineers Gate Manager LP | 13,570 | $4.51M | 0.06% | +5,700+72.4% | Added |
| Night Squared LP | 13,565 | $4.51M | 2.01% | −790−5.5% | Reduced |
| Ascent Wealth Partners, LLC | 13,251 | $4.40M | 0.54% | −3,840−22.5% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,173 | $4.38M | 0.33% | +164+1.3% | Added |
| Roberts Wealth Advisors, LLC | 13,169 | $4.37M | 1.26% | +48+0.4% | Added |
| Globeflex Capital L P | 13,154 | $4.37M | 0.36% | +13,154 | New |
| Mackenzie Financial Corp | 13,140 | $4.36M | 0.01% | +1,545+13.3% | Added |
| Glenmede Investment Management, LP | 13,135 | $4.36M | 0.02% | +13,135 | New |
| Scotia Capital Inc. | 13,112 | $4.36M | 0.02% | −6,441−32.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,960 | $4.30M | 0.01% | +1,429+12.4% | Added |
| Mutual of America Capital Management LLC | 12,930 | $4.29M | 0.05% | −221−1.7% | Reduced |
| Mercer Global Advisors Inc | 12,722 | $4.23M | 0.01% | −351−2.7% | Reduced |
| Natixis | 12,693 | $4.22M | 0.02% | +3,802+42.8% | Added |
| State of Alaska, Department of Revenue | 12,665 | $4.21M | 0.04% | −575−4.3% | Reduced |
| Dempze Nancy E | 12,299 | $4.09M | 2.36% | −1,590−11.4% | Reduced |
| Searle & Co. | 12,293 | $4.08M | 1.15% | 00.0% | Unchanged |
| Atom Investors LP | 12,228 | $4.06M | 0.36% | −13,883−53.2% | Reduced |
| Concentric Capital Strategies, LP | 12,055 | $4.00M | 0.23% | +12,055 | New |
| Fiduciary Trust Co | 11,995 | $3.98M | 0.05% | −729−5.7% | Reduced |
| OP Asset Management Ltd | 11,982 | $3.98M | 0.06% | +296+2.5% | Added |
| Pacer Advisors, Inc. | 11,886 | $3.95M | 0.01% | +5,772+94.4% | Added |
| Kampmann Melissa S. | 11,868 | $3.94M | 2.96% | −205−1.7% | Reduced |
| Weatherly Asset Management L. P. | 11,847 | $3.94M | 0.34% | −46−0.4% | Reduced |
| Bank of Nova Scotia | 11,827 | $3.93M | 0.01% | −55−0.5% | Reduced |
| Advisory Services Network, LLC | 11,134 | $3.92M | 0.06% | +8,723+361.8% | Added |
| Buckhead Capital Management LLC | 11,682 | $3.88M | 1.50% | −4,440−27.5% | Reduced |
| Everence Capital Management Inc | 11,678 | $3.88M | 0.25% | +760+7.0% | Added |
| Smithbridge Asset Management Inc | 11,676 | $3.88M | 0.68% | −133−1.1% | Reduced |
| Elefante Mark B | 11,595 | $3.85M | 2.89% | −394−3.3% | Reduced |
| Banque Transatlantique SA | 11,550 | $3.84M | 0.11% | −357−3.0% | Reduced |
| Colony Group, LLC | 11,492 | $3.82M | 0.01% | −1,856−13.9% | Reduced |
| Lido Advisors, LLC | 11,468 | $3.81M | 0.02% | −563−4.7% | Reduced |
| Atlantic Union Bankshares Corp | 11,268 | $3.74M | 0.09% | +11,268 | New |
| Rafferty Asset Management, LLC | 11,215 | $3.73M | 0.01% | +1,926+20.7% | Added |
| Gateway Investment Advisers LLC | 11,158 | $3.71M | 0.04% | −24−0.2% | Reduced |
| Public Employees Retirement Association of Colorado | 11,126 | $3.70M | 0.01% | −507−4.4% | Reduced |
| Vontobel Holding Ltd. | 11,034 | $3.67M | 0.01% | −117−1.0% | Reduced |
| HRT Financial LP | 11,033 | $3.66M | 0.02% | +11,033 | New |
| S-Bank Fund Management Ltd | 10,946 | $3.64M | 0.54% | −9,775−47.2% | Reduced |
| Metis Global Partners, LLC | 10,626 | $3.53M | 0.09% | −917−7.9% | Reduced |
| Baldwin Investment Management, LLC | 10,615 | $3.53M | 0.43% | +8,229+344.9% | Added |
| Wolverine Trading, LLC | 10,387 | $3.43M | 0.09% | +10,387 | New |
| KBC Group NV | 10,292 | $3.42M | 0.01% | −236−2.2% | Reduced |
| Charter Trust Co | 10,136 | $3.37M | 0.22% | −29,124−74.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $3.32M | 0.39% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 9,938 | $3.30M | 0.02% | +1,304+15.1% | Added |
| Oregon Public Employees Retirement Fund | 9,691 | $3.22M | 0.06% | 00.0% | Unchanged |
| Eukles Asset Management | 9,578 | $3.18M | 1.30% | −12−0.1% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 9,484 | $3.15M | 2.10% | −450−4.5% | Reduced |
| Jones Financial Companies LLLP | 9,539 | $3.15M | 0.00% | +1,840+23.9% | Added |
| First Pacific Financial | 9,338 | $3.10M | 0.46% | +9,338 | New |
| Cresset Asset Management, LLC | 9,335 | $3.10M | 0.02% | −1,990−17.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,309 | $3.09M | 0.34% | +9,309 | New |
| Ieq Capital, LLC | 9,176 | $3.05M | 0.02% | +7,364+406.4% | Added |
| Occudo Quantitative Strategies LP | 9,142 | $3.04M | 0.34% | +5,091+125.7% | Added |
| Westport Asset Management Inc | 9,000 | $2.99M | 1.32% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 9,000 | $2.99M | 0.49% | +9,000 | New |
| Front Row Advisors LLC | 8,980 | $2.98M | 1.04% | +20+0.2% | Added |
| EFG Asset Management (North America) Corp. | 8,926 | $2.96M | 0.42% | −409−4.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,832 | $2.93M | 0.02% | +103+1.2% | Added |
| Private Advisor Group, LLC | 8,561 | $2.84M | 0.02% | −879−9.3% | Reduced |
| Public Sector Pension Investment Board | 8,527 | $2.83M | 0.01% | −6,840−44.5% | Reduced |
| Quantitative Investment Management, LLC | 8,486 | $2.82M | 0.38% | +8,486 | New |
| SilverOak Wealth Management LLC | 8,394 | $2.79M | 0.52% | −1,300−13.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 8,302 | $2.76M | 0.08% | +1,500+22.1% | Added |
| Integrated Wealth Concepts LLC | 8,259 | $2.74M | 0.03% | +145+1.8% | Added |