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 |
|---|---|---|---|---|---|
| Umb Bank N A | 2,618 | $869.6K | 0.01% | −2,187−45.5% | Reduced |
| Golden State Wealth Management, LLC | 2,596 | $862.3K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,583 | $858.0K | 0.02% | +2,583 | New |
| Equitable Trust Co | 2,569 | $853.3K | 0.04% | −10,373−80.1% | Reduced |
| Capstone Investment Advisors, LLC | 2,544 | $845.0K | 0.01% | +2,544 | New |
| Janney Capital Management LLC | 2,531 | $841.0K | 0.05% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,512 | $834.4K | 0.01% | +2,512 | New |
| MUFG Securities Americas Inc. | 2,498 | $829.8K | 0.07% | +496+24.8% | Added |
| Kinneret Advisory, LLC | 2,490 | $827.1K | 0.08% | −3−0.1% | Reduced |
| Guggenheim Capital LLC | 2,457 | $816.1K | 0.01% | −2−0.1% | Reduced |
| Summit Trail Advisors, LLC | 2,447 | $812.8K | 0.01% | +2,447 | New |
| Interchange Capital Partners, LLC | 2,416 | $802.4K | 0.19% | +332+15.9% | Added |
| Simplicity Wealth,LLC | 2,415 | $802.2K | 0.03% | +1,533+173.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,413 | $801.5K | 0.04% | −1,352−35.9% | Reduced |
| Mirae Asset Securities (USA) Inc. | 2,406 | $799.2K | 0.04% | +2,406 | New |
| Cito Capital Group, LLC | 2,400 | $797.0K | 0.28% | +900+60.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,399 | $796.9K | 0.01% | −296−11.0% | Reduced |
| North Star Investment Management Corp. | 2,397 | $796.2K | 0.06% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,396 | $795.9K | 0.07% | −21−0.9% | Reduced |
| WBI Investments | 2,394 | $795.2K | 0.21% | +2,394 | New |
| Mutual Advisors, LLC | 2,197 | $787.7K | 0.02% | −170−7.2% | Reduced |
| Evelyn Partners Investment Management LLP | 2,353 | $781.6K | 0.02% | +152+6.9% | Added |
| Farther Finance Advisors, LLC | 2,351 | $781.0K | 0.02% | +60+2.6% | Added |
| SCS Capital Management LLC | 2,349 | $780.3K | 0.01% | −361−13.3% | Reduced |
| Choate Investment Advisors | 2,343 | $778.3K | 0.02% | −26−1.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $767.3K | 0.31% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,293 | $761.5K | 0.04% | −49−2.1% | Reduced |
| Vestcor Inc | 2,290 | $761.0K | 0.02% | −14−0.6% | Reduced |
| Insigneo Advisory Services, LLC | 2,284 | $758.7K | 0.07% | −44−1.9% | Reduced |
| Coppell Advisory Solutions LLC | 2,297 | $757.8K | 0.09% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 2,280 | $757.3K | 0.18% | +50+2.2% | Added |
| Quest Partners LLC | 2,248 | $746.7K | 0.07% | +2,248 | New |
| Concurrent Investment Advisors, LLC | 2,232 | $741.5K | 0.01% | +1,270+132.0% | Added |
| Warren Averett Asset Management, LLC | 2,232 | $741.4K | 0.01% | +55+2.5% | Added |
| Snowden Capital Advisors LLC | 2,214 | $735.4K | 0.02% | +344+18.4% | Added |
| Beacon Pointe Advisors, LLC | 2,212 | $734.6K | 0.01% | +395+21.7% | Added |
| Capital Investment Advisors, LLC | 2,192 | $728.0K | 0.01% | +119+5.7% | Added |
| Siemens Fonds Invest GmbH | 2,185 | $725.8K | 0.04% | +249+12.9% | Added |
| Hoge Financial Services, LLC | 2,183 | $725.2K | 0.45% | −19−0.9% | Reduced |
| Buckingham Strategic Partners | 2,155 | $715.8K | 0.01% | +844+64.4% | Added |
| TCG Advisory Services, LLC | 2,153 | $715.2K | 0.02% | +988+84.8% | Added |
| First Citizens Bank & Trust Co | 2,144 | $712.2K | 0.01% | −56−2.5% | Reduced |
| Drake & Associates, LLC | 2,139 | $710.6K | 0.17% | +8+0.4% | Added |
| Stiles Financial Services Inc | 2,135 | $708.8K | 0.24% | +10.0% | Added |
| Silvercrest Asset Management Group LLC | 2,131 | $707.9K | 0.00% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 2,123 | $705.2K | 0.06% | +31+1.5% | Added |
| Flputnam Investment Management Co | 2,123 | $705.0K | 0.01% | −271−11.3% | Reduced |
| HM Payson & Co | 2,121 | $704.5K | 0.01% | −100−4.5% | Reduced |
| Cascade Financial Partners, LLC | 2,120 | $704.2K | 0.08% | 00.0% | Unchanged |
| Ossiam | 2,108 | $700.2K | 0.01% | +641+43.7% | Added |
| Neville Rodie & Shaw Inc | 2,100 | $698.0K | 0.05% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $697.6K | 0.31% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 2,080 | $690.9K | 0.22% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,083 | $690.0K | 0.00% | −801−27.8% | Reduced |
| Advisors Capital Management, LLC | 2,066 | $686.3K | 0.01% | +34+1.7% | Added |
| Callan Family Office, LLC | 2,048 | $680.3K | 0.02% | +2,048 | New |
| Bryn Mawr Trust Co | 2,038 | $677.0K | 0.01% | +183+9.9% | Added |
| LRI Investments, LLC | 2,026 | $673.1K | 0.06% | 00.0% | Unchanged |
| Davis Investment Partners, LLC | 1,985 | $672.1K | 0.24% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 2,017 | $670.1K | 0.11% | +5+0.2% | Added |
| Wolverine Asset Management LLC | 2,000 | $664.3K | 0.01% | +2,000 | New |
| Atomi Financial Group, Inc. | 1,996 | $663.1K | 0.03% | +208+11.6% | Added |
| Hilltop Holdings Inc. | 1,993 | $662.2K | 0.04% | +96+5.1% | Added |
| Whittier Trust Co | 1,979 | $657.3K | 0.01% | +103+5.5% | Added |
| Argent Advisors, Inc. | 1,961 | $651.4K | 0.20% | +48+2.5% | Added |
| HBK Sorce Advisory LLC | 1,955 | $649.3K | 0.02% | −46−2.3% | Reduced |
| One Capital Management, LLC | 1,953 | $648.7K | 0.02% | −362−15.6% | Reduced |
| Moran Wealth Management, LLC | 1,952 | $648.4K | 0.02% | −267−12.0% | Reduced |
| Bayforest Capital Ltd | 1,943 | $645.4K | 0.28% | +1,374+241.5% | Added |
| Hager Investment Management Services, LLC | 1,940 | $644.4K | 0.38% | −43−2.2% | Reduced |
| TD Private Client Wealth LLC | 1,924 | $639.1K | 0.02% | −14−0.7% | Reduced |
| Kingsview Wealth Management, LLC | 1,909 | $634.2K | 0.01% | −140−6.8% | Reduced |
| Quadrant Capital Group LLC | 1,900 | $631.1K | 0.02% | −3−0.2% | Reduced |
| Grimes & Company, Inc. | 1,897 | $630.1K | 0.02% | −218−10.3% | Reduced |
| TigerOak Management, L.L.C. | 1,886 | $626.5K | 0.21% | −8−0.4% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,883 | $625.5K | 0.49% | 00.0% | Unchanged |
| Sumitomo Life Insurance Co | 1,882 | $625.1K | 0.04% | −3,684−66.2% | Reduced |
| Canada Post Corp Registered Pension Plan | 1,868 | $620.5K | 0.04% | +1,868 | New |
| MTM Investment Management, LLC | 1,858 | $617.2K | 0.21% | −100−5.1% | Reduced |
| S.E.E.D. Planning Group LLC | 1,857 | $616.8K | 0.19% | −43−2.3% | Reduced |
| Verity Asset Management, Inc. | 1,855 | $616.2K | 0.29% | −45−2.4% | Reduced |
| Global Trust Asset Management, LLC | 1,827 | $607.0K | 0.32% | −557−23.4% | Reduced |
| Stonegate Investment Group, LLC | 1,819 | $604.4K | 0.02% | +1+0.1% | Added |
| Focus Financial Network, Inc. | 1,802 | $598.7K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,802 | $598.6K | 0.01% | −2−0.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 1,800 | $597.9K | 0.07% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,797 | $596.9K | 0.07% | −488−21.4% | Reduced |
| Trust Co of Vermont | 1,794 | $595.9K | 0.03% | +83+4.9% | Added |
| Signaturefd, LLC | 1,790 | $594.6K | 0.01% | −174−8.9% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,771 | $588.3K | 0.19% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1,761 | $585.0K | 0.01% | +140+8.6% | Added |
| Chatham Capital Group, Inc. | 1,734 | $576.0K | 0.09% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,694 | $573.6K | 0.23% | +1,694 | New |
| Ballentine Partners, LLC | 1,717 | $570.3K | 0.01% | −156−8.3% | Reduced |
| Anb Bank | 1,716 | $570.0K | 0.26% | +21+1.2% | Added |
| Strategies Wealth Advisors, LLC | 1,710 | $567.9K | 0.06% | +2+0.1% | Added |
| Eagle Wealth Strategies LLC | 1,707 | $567.0K | 0.32% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 1,699 | $564.4K | 0.01% | +65+4.0% | Added |
| Frazier Financial Advisors, LLC | 1,693 | $562.4K | 0.40% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,687 | $560.4K | 0.03% | −626−27.1% | Reduced |