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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 8,197 | $2.72M | 0.03% | +371+4.7% | Added |
| Nia Impact Advisors, LLC | 8,180 | $2.72M | 0.94% | −250−3.0% | Reduced |
| Ancora Advisors, LLC | 8,007 | $2.66M | 0.06% | +366+4.8% | Added |
| Norinchukin Bank, The | 7,977 | $2.65M | 0.04% | −22−0.3% | Reduced |
| CIBC World Markets Inc. | 7,842 | $2.60M | 0.01% | −426−5.2% | Reduced |
| Stance Capital LLC | 7,840 | $2.60M | 0.98% | +7,840 | New |
| Mizuho Securities USA LLC | 7,795 | $2.59M | 0.06% | +7,795 | New |
| Guyasuta Investment Advisors Inc | 7,715 | $2.56M | 0.16% | +4+0.1% | Added |
| Smith Group Asset Management, LLC | 7,645 | $2.54M | 0.17% | +2,645+52.9% | Added |
| Wealthfront Advisers LLC | 7,617 | $2.53M | 0.01% | −91−1.2% | Reduced |
| TD Waterhouse Canada Inc. | 7,432 | $2.51M | 0.02% | +117+1.6% | Added |
| Northcape Wealth Management, LLC | 7,546 | $2.51M | 0.77% | +99+1.3% | Added |
| EFG Asset Management (Americas) Corp. | 7,280 | $2.42M | 0.45% | −324−4.3% | Reduced |
| Walleye Trading LLC | 7,247 | $2.41M | 0.06% | +7,247 | New |
| Kentucky Retirement Systems | 7,243 | $2.41M | 0.07% | −475−6.2% | Reduced |
| BNP Paribas | 7,222 | $2.40M | 0.08% | +109+1.5% | Added |
| Machina Capital S.A.S. | 7,199 | $2.39M | 0.50% | +7,199 | New |
| Moneta Group Investment Advisors LLC | 7,125 | $2.37M | 0.03% | +137+2.0% | Added |
| Stratos Wealth Partners, LTD. | 7,122 | $2.37M | 0.03% | −669−8.6% | Reduced |
| Wesbanco Bank Inc | 7,079 | $2.35M | 0.07% | +830+13.3% | Added |
| Avantax Advisory Services, Inc. | 7,060 | $2.35M | 0.01% | −107−1.5% | Reduced |
| Benedict Financial Advisors Inc | 7,034 | $2.34M | 0.53% | +30.0% | Added |
| Riverbridge Partners LLC | 6,991 | $2.32M | 0.04% | −54−0.8% | Reduced |
| Knollwood Investment Advisory, LLC | 6,950 | $2.31M | 0.22% | 00.0% | Unchanged |
| Hartford Investment Management Co | 6,808 | $2.26M | 0.07% | −72−1.0% | Reduced |
| Cornerstone Advisors, LLC | 6,800 | $2.26M | 0.08% | −400−5.6% | Reduced |
| VestGen Advisors, LLC | 6,774 | $2.25M | 0.09% | −1,429−17.4% | Reduced |
| Bowen Hanes & Co Inc | 6,735 | $2.24M | 0.06% | 00.0% | Unchanged |
| Impax Asset Management Group plc | 6,642 | $2.21M | 0.01% | +1,701+34.4% | Added |
| Sandler Capital Management | 6,625 | $2.20M | 0.76% | +6,625 | New |
| Carmel Capital Partners, LLC | 6,580 | $2.19M | 0.77% | −990−13.1% | Reduced |
| Mirabella Financial Services LLP | 6,561 | $2.18M | 0.23% | +6,561 | New |
| Summit Financial, LLC | 6,530 | $2.17M | 0.05% | +2,636+67.7% | Added |
| Cypress Advisory Group LLC | 6,436 | $2.14M | 1.66% | +1,500+30.4% | Added |
| Richard C. Young & CO., LTD. | 6,433 | $2.14M | 0.21% | −58−0.9% | Reduced |
| Tiaa Trust, National Association | 6,326 | $2.10M | 0.01% | −272−4.1% | Reduced |
| Ostrum Asset Management | 6,289 | $2.09M | 0.10% | −35−0.6% | Reduced |
| WoodTrust Financial Corp | 6,175 | $2.05M | 0.29% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 6,015 | $2.00M | 0.02% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 6,010 | $2.00M | 0.60% | +189+3.2% | Added |
| Allworth Financial LP | 6,009 | $2.00M | 0.01% | −420−6.5% | Reduced |
| MML Investors Services, LLC | 5,904 | $1.96M | 0.01% | −539−8.4% | Reduced |
| Louisiana State Employees Retirement System | 5,900 | $1.96M | 0.04% | −200−3.3% | Reduced |
| Vectors Research Management, LLC | 5,894 | $1.96M | 0.67% | −67−1.1% | Reduced |
| Securian Asset Management, Inc | 5,818 | $1.93M | 0.06% | −200−3.3% | Reduced |
| Allianz Asset Management GmbH | 5,744 | $1.91M | 0.00% | −4,297−42.8% | Reduced |
| Argent Trust Co | 5,737 | $1.91M | 0.07% | −71−1.2% | Reduced |
| Allianz SE | 5,733 | $1.90M | 0.04% | 00.0% | Unchanged |
| Terra Alpha Investments LLC | 5,722 | $1.90M | 1.98% | −84−1.4% | Reduced |
| Savant Capital, LLC | 5,661 | $1.88M | 0.01% | −42−0.7% | Reduced |
| Gulf International Bank (UK) Ltd | 5,659 | $1.88M | 0.07% | −809−12.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 5,537 | $1.87M | 0.00% | −115−2.0% | Reduced |
| Summit Asset Management, LLC | 5,644 | $1.87M | 0.31% | +600+11.9% | Added |
| Venture Visionary Partners LLC | 5,636 | $1.87M | 0.07% | −17,968−76.1% | Reduced |
| Davis-Rea Ltd. | 5,586 | $1.86M | 0.46% | +436+8.5% | Added |
| CIBC Private Wealth Group, LLC | 5,575 | $1.85M | 0.00% | +77+1.4% | Added |
| Evoke Wealth, LLC | 5,544 | $1.84M | 0.04% | −183−3.2% | Reduced |
| Maryland State Retirement & Pension System | 5,500 | $1.83M | 0.04% | +143+2.7% | Added |
| ISAM Funds (UK) Ltd | 5,498 | $1.83M | 0.40% | +4,034+275.5% | Added |
| Connable Office Inc | 5,456 | $1.81M | 0.18% | −1,562−22.3% | Reduced |
| Park Avenue Securities LLC | 5,445 | $1.81M | 0.02% | −32−0.6% | Reduced |
| Sequoia Financial Advisors, LLC | 5,435 | $1.81M | 0.01% | +710+15.0% | Added |
| Journey Advisory Group, LLC | 5,425 | $1.80M | 0.14% | 00.0% | Unchanged |
| Kornitzer Capital Management Inc | 5,376 | $1.79M | 0.04% | −138−2.5% | Reduced |
| Aviance Capital Partners, LLC | 5,345 | $1.78M | 0.23% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 5,331 | $1.77M | 0.62% | +213+4.2% | Added |
| Fieldview Capital Management, LLC | 5,317 | $1.77M | 0.27% | −20,911−79.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,310 | $1.76M | 0.02% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,276 | $1.75M | 0.06% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 5,240 | $1.74M | 0.01% | −166−3.1% | Reduced |
| Caxton Associates LLP | 5,187 | $1.72M | 0.04% | +1,447+38.7% | Added |
| Graham Capital Management, L.P. | 5,147 | $1.71M | 0.05% | +5,147 | New |
| Manning & Napier Advisors LLC | 5,095 | $1.69M | 0.02% | −1,306−20.4% | Reduced |
| Jefferies Financial Group Inc. | 5,042 | $1.67M | 0.03% | −874−14.8% | Reduced |
| Greenleaf Trust | 5,019 | $1.67M | 0.01% | −362−6.7% | Reduced |
| Diversified Trust Co | 5,007 | $1.66M | 0.04% | +1,197+31.4% | Added |
| E. Ohman J:or Asset Management AB | 5,000 | $1.66M | 0.04% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 4,944 | $1.64M | 0.40% | −28−0.6% | Reduced |
| Tempus Wealth Planning, LLC | 4,941 | $1.64M | 0.41% | +12+0.2% | Added |
| Ascent Group, LLC | 4,848 | $1.61M | 0.06% | +533+12.4% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,845 | $1.61M | 0.08% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 4,842 | $1.61M | 0.02% | −34−0.7% | Reduced |
| Bridgewater Associates, LP | 4,824 | $1.60M | 0.01% | −2,749−36.3% | Reduced |
| Regions Financial Corp | 4,811 | $1.60M | 0.01% | +94+2.0% | Added |
| IHT Wealth Management, LLC | 4,768 | $1.58M | 0.04% | −988−17.2% | Reduced |
| Resources Investment Advisors, LLC. | 4,629 | $1.54M | 0.02% | +453+10.8% | Added |
| Centaurus Financial, Inc. | 4,622 | $1.53M | 0.09% | −1,025−18.2% | Reduced |
| Benjamin Edwards Inc | 4,585 | $1.52M | 0.02% | +1,417+44.7% | Added |
| Elmwood Wealth Management, Inc. | 4,580 | $1.52M | 0.60% | −37−0.8% | Reduced |
| RSM US Wealth Management LLC | 4,546 | $1.51M | 0.02% | +485+11.9% | Added |
| J.W. Cole Advisors, Inc. | 4,544 | $1.51M | 0.03% | +162+3.7% | Added |
| Fifth Third Bancorp | 4,525 | $1.50M | 0.01% | −899−16.6% | Reduced |
| Lecap Asset Management Ltd | 4,513 | $1.50M | 0.53% | +4,513 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 4,496 | $1.49M | 0.00% | −121,852−96.4% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,488 | $1.49M | 0.13% | −200−4.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 4,457 | $1.48M | 0.01% | +151+3.5% | Added |
| Courier Capital LLC | 4,452 | $1.48M | 0.09% | −59−1.3% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4,436 | $1.47M | 0.04% | +4,436 | New |
| Avantax Planning Partners, Inc. | 4,415 | $1.47M | 0.05% | −860−16.3% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,379 | $1.45M | 0.78% | −91−2.0% | Reduced |