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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 4,369 | $1.45M | 0.18% | +539+14.1% | Added |
| Agate Pass Investment Management, LLC | 4,280 | $1.42M | 0.58% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,228 | $1.40M | 0.03% | +162+4.0% | Added |
| Mount Yale Investment Advisors, LLC | 4,125 | $1.37M | 0.11% | −784−16.0% | Reduced |
| United Capital Financial Advisers, LLC | 4,105 | $1.36M | 0.01% | −558−12.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,100 | $1.36M | 0.05% | +4,100 | New |
| Omers Administration Corp | 4,093 | $1.36M | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,062 | $1.35M | 0.03% | −5,284−56.5% | Reduced |
| Empirical Finance, LLC | 4,062 | $1.35M | 0.07% | +28+0.7% | Added |
| Koshinski Asset Management, Inc. | 4,052 | $1.35M | 0.10% | −45−1.1% | Reduced |
| Connective Portfolio Management, LLC | 4,000 | $1.33M | 2.85% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 4,676 | $1.32M | 0.03% | −87−1.8% | Reduced |
| Convergence Investment Partners, LLC | 3,953 | $1.31M | 0.33% | +3,953 | New |
| Spirepoint Private Client, LLC | 3,940 | $1.31M | 0.15% | −10.0% | Reduced |
| Ci Investments Inc. | 3,921 | $1.30M | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,882 | $1.29M | 0.04% | −111−2.8% | Reduced |
| Pictet & Cie (Europe) SA | 3,880 | $1.29M | 0.03% | −653−14.4% | Reduced |
| Mirova | 3,840 | $1.28M | 0.18% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 3,811 | $1.27M | 0.05% | +104+2.8% | Added |
| Crossmark Global Holdings, Inc. | 3,805 | $1.26M | 0.02% | −191−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,805 | $1.26M | 0.03% | +83+2.2% | Added |
| Apollon Wealth Management, LLC | 3,795 | $1.26M | 0.02% | −1,181−23.7% | Reduced |
| Trillium Asset Management, LLC | 3,740 | $1.24M | 0.03% | −27,870−88.2% | Reduced |
| GAM Holding AG | 3,732 | $1.24M | 0.09% | −1,188−24.1% | Reduced |
| Ameritas Advisory Services, LLC | 3,715 | $1.23M | 0.06% | −16−0.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 3,596 | $1.19M | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 3,575 | $1.19M | 0.01% | −1,301−26.7% | Reduced |
| QRG Capital Management, Inc. | 3,571 | $1.19M | 0.01% | −23−0.6% | Reduced |
| Plato Investment Management Ltd | 3,556 | $1.18M | 0.09% | +3,550+59,166.7% | Added |
| Addison Capital Co | 3,511 | $1.17M | 0.41% | +36+1.0% | Added |
| First Commonwealth Financial Corp | 3,464 | $1.15M | 0.25% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,458 | $1.15M | 0.02% | −280−7.5% | Reduced |
| Private Wealth Asset Management, LLC | 3,423 | $1.14M | 0.15% | −2−0.1% | Reduced |
| HighPoint Advisor Group LLC | 3,382 | $1.12M | 0.06% | −309−8.4% | Reduced |
| PFG Investments, LLC | 3,364 | $1.12M | 0.07% | +1,399+71.2% | Added |
| Heritage Trust Co | 3,330 | $1.11M | 0.13% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,328 | $1.11M | 0.05% | +3+0.1% | Added |
| Integrated Investment Consultants, LLC | 3,327 | $1.11M | 0.22% | −69−2.0% | Reduced |
| Intech Investment Management LLC | 3,314 | $1.10M | 0.01% | +1,451+77.9% | Added |
| WESPAC Advisors SoCal, LLC | 3,303 | $1.10M | 0.24% | +3,303 | New |
| Adviser Investments LLC | 3,276 | $1.09M | 0.01% | +81+2.5% | Added |
| RMB Capital Management, LLC | 3,266 | $1.08M | 0.02% | +3,266 | New |
| Kestra Private Wealth Services, LLC | 3,243 | $1.08M | 0.02% | +1,467+82.6% | Added |
| Daymark Wealth Partners, LLC | 3,193 | $1.06M | 0.04% | −102−3.1% | Reduced |
| Private Trust Co NA | 3,176 | $1.06M | 0.10% | −62−1.9% | Reduced |
| First Foundation Advisors | 3,157 | $1.05M | 0.04% | +3+0.1% | Added |
| Uncommon Cents Investing LLC | 3,140 | $1.04M | 0.28% | −175−5.3% | Reduced |
| Empowered Funds, LLC | 3,125 | $1.04M | 0.01% | −4,180−57.2% | Reduced |
| Transatlantique Private Wealth LLC | 3,095 | $1.03M | 0.38% | +106+3.5% | Added |
| Wedmont Private Capital | 3,015 | $1.03M | 0.04% | −159−5.0% | Reduced |
| Wahed Invest LLC | 3,077 | $1.02M | 0.16% | +116+3.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,075 | $1.02M | 0.07% | −212−6.4% | Reduced |
| Alpha Wealth Funds, LLC | 3,083 | $1.02M | 0.95% | +3,083 | New |
| Groupama Asset Managment | 3,071 | $1.01M | 0.02% | +3,071 | New |
| Stonebridge Capital Advisors LLC | 3,035 | $1.01M | 0.08% | 00.0% | Unchanged |
| Fire Capital Management LLC | 3,028 | $1.01M | 0.64% | +135+4.7% | Added |
| Gsa Capital Partners LLP | 3,010 | $1.00M | 0.07% | +3,010 | New |
| RBF Capital, LLC | 3,000 | $996.5K | 0.05% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,988 | $992.4K | 0.09% | +280+10.3% | Added |
| Clearstead Advisors, LLC | 2,979 | $989.5K | 0.01% | +24+0.8% | Added |
| Rossmore Private Capital | 2,954 | $981.2K | 0.11% | 00.0% | Unchanged |
| CLG LLC | 2,953 | $980.8K | 0.31% | +10.0% | Added |
| HB Wealth Management, LLC | 2,950 | $980.1K | 0.01% | −2,813−48.8% | Reduced |
| Sovran Advisors, LLC | 2,893 | $978.1K | 0.10% | −179−5.8% | Reduced |
| NewEdge Wealth, LLC | 2,938 | $977.1K | 0.02% | −562−16.1% | Reduced |
| Garland Capital Management Inc | 2,940 | $976.6K | 3.10% | −8,725−74.8% | Reduced |
| Magnetar Financial LLC | 2,928 | $972.6K | 0.00% | −8,002−73.2% | Reduced |
| Integrated Advisors Network LLC | 2,925 | $971.6K | 0.04% | −226−7.2% | Reduced |
| Valeo Financial Advisors, LLC | 2,920 | $969.9K | 0.02% | +898+44.4% | Added |
| V-Square Quantitative Management LLC | 2,912 | $967.3K | 0.13% | −727−20.0% | Reduced |
| Burney Co | 2,900 | $963.3K | 0.03% | −799−21.6% | Reduced |
| Strong Tower Advisory Services | 2,857 | $949.0K | 0.19% | +17+0.6% | Added |
| Banque Cantonale Vaudoise | 2,836 | $942.0K | 0.04% | −1,267−30.9% | Reduced |
| GAMMA Investing LLC | 2,832 | $940.7K | 0.06% | +112+4.1% | Added |
| Merit Financial Group, LLC | 2,825 | $938.5K | 0.01% | +292+11.5% | Added |
| Financial Management Network Inc | 2,700 | $937.2K | 0.17% | +10.0% | Added |
| SG Americas Securities, LLC | 2,822 | $937.0K | 0.00% | −2,368−45.6% | Reduced |
| Atria Investments LLC | 2,810 | $933.5K | 0.01% | +240+9.3% | Added |
| Monetta Financial Services Inc | 2,800 | $930.1K | 0.68% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 2,793 | $927.8K | 0.01% | +1,022+57.7% | Added |
| Marietta Investment Partners LLC | 2,791 | $927.1K | 0.20% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,787 | $925.8K | 0.30% | −588−17.4% | Reduced |
| Perigon Wealth Management, LLC | 2,784 | $924.6K | 0.02% | +15+0.5% | Added |
| Oak Thistle LLC | 2,782 | $924.1K | 0.14% | +2,782 | New |
| Jump Financial, LLC | 2,781 | $923.8K | 0.01% | +2,781 | New |
| Sit Investment Associates Inc | 2,780 | $923.0K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,768 | $919.0K | 0.45% | 00.0% | Unchanged |
| CWM, LLC | 2,764 | $918.0K | 0.00% | +411+17.5% | Added |
| Massmutual Trust Co FSB | 2,757 | $915.8K | 0.02% | −274−9.0% | Reduced |
| Investment Management Corp of Ontario | 2,754 | $914.8K | 0.01% | −400−12.7% | Reduced |
| Mendel Money Management | 2,752 | $914.1K | 0.40% | −15−0.5% | Reduced |
| Wedbush Securities Inc | 2,749 | $913.0K | 0.03% | +66+2.5% | Added |
| Aptus Capital Advisors, LLC | 2,712 | $900.8K | 0.01% | −210−7.2% | Reduced |
| Congress Asset Management Co | 2,702 | $897.4K | 0.01% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $896.9K | 0.25% | 00.0% | Unchanged |
| Finivi Inc. | 2,668 | $886.3K | 0.60% | +142+5.6% | Added |
| Shell Asset Management Co | 2,656 | $882.0K | 0.03% | +1,273+92.0% | Added |
| Western Wealth Management, LLC | 2,653 | $881.4K | 0.05% | −227−7.9% | Reduced |
| Cyndeo Wealth Partners, LLC | 2,636 | $875.7K | 0.05% | +100+3.9% | Added |
| Wetherby Asset Management Inc | 2,626 | $872.3K | 0.04% | +2,626 | New |