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 |
|---|---|---|---|---|---|
| Moors & Cabot, Inc. | 1,680 | $558.0K | 0.03% | −13−0.8% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,562 | $557.7K | 0.16% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 2,929 | $556.7K | 0.07% | +2,929 | New |
| Claro Advisors LLC | 1,674 | $556.1K | 0.09% | +19+1.1% | Added |
| BigSur Wealth Management LLC | 1,664 | $552.7K | 0.14% | 00.0% | Unchanged |
| Hunter Associates Investment Management LLC | 1,665 | $551.0K | 0.08% | −15−0.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,648 | $547.4K | 0.05% | −74−4.3% | Reduced |
| Taylor Financial Group, Inc. | 1,648 | $547.4K | 0.34% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 1,631 | $541.8K | 0.04% | +2+0.1% | Added |
| Watershed Private Wealth LLC | 1,619 | $537.8K | 0.20% | 00.0% | Unchanged |
| Groupe la Francaise | 1,617 | $536.1K | 0.01% | −117−6.7% | Reduced |
| HFM Investment Advisors, LLC | 1,613 | $535.8K | 0.24% | +3+0.2% | Added |
| Crowley Wealth Management, Inc. | 1,610 | $534.8K | 0.49% | −2,685−62.5% | Reduced |
| Montag A & Associates Inc | 1,609 | $534.4K | 0.03% | −256−13.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $531.5K | 0.15% | −10−0.6% | Reduced |
| Uniting Wealth Partners, LLC | 1,600 | $531.5K | 0.21% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 1,605 | $529.6K | 0.01% | +1,605 | New |
| Forte Capital LLC | 1,594 | $529.5K | 0.06% | −90−5.3% | Reduced |
| XML Financial, LLC | 1,593 | $529.1K | 0.05% | −14−0.9% | Reduced |
| Hoey Investments, Inc | 1,588 | $527.5K | 0.08% | −83−5.0% | Reduced |
| National Asset Management, Inc. | 1,585 | $526.5K | 0.03% | −1,603−50.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 1,577 | $523.8K | 0.01% | −2,005−56.0% | Reduced |
| 1st Source Bank | 1,575 | $523.2K | 0.03% | −26−1.6% | Reduced |
| Westside Investment Management, Inc. | 1,562 | $519.2K | 0.10% | +62+4.1% | Added |
| 111 Capital | 1,563 | $519.2K | 0.09% | −3,308−67.9% | Reduced |
| Evercore Wealth Management, LLC | 1,563 | $519.2K | 0.01% | +200+14.7% | Added |
| Bokf, NA | 1,538 | $510.9K | 0.01% | +445+40.7% | Added |
| SeaCrest Wealth Management, LLC | 1,527 | $507.1K | 0.06% | +156+11.4% | Added |
| Voleon Capital Management LP | 1,507 | $500.6K | 0.03% | +1,507 | New |
| Marathon Strategic Advisors, LLC | 1,500 | $498.3K | 0.46% | 00.0% | Unchanged |
| Corient IA LLC | 1,500 | $498.3K | 0.29% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 1,494 | $496.2K | 0.01% | +6+0.4% | Added |
| GLOBALT Investments LLC | 1,490 | $494.9K | 0.02% | −68−4.4% | Reduced |
| Trueblood Wealth Management, LLC | 1,489 | $494.6K | 0.21% | −29−1.9% | Reduced |
| Change Path, LLC | 1,488 | $494.3K | 0.01% | +327+28.2% | Added |
| Annex Advisory Services, LLC | 1,479 | $491.3K | 0.01% | −32−2.1% | Reduced |
| Cottage Street Advisors LLC | 1,473 | $489.3K | 0.25% | −219−12.9% | Reduced |
| Harbour Investments, Inc. | 1,473 | $489.3K | 0.01% | +15+1.0% | Added |
| Atlantic Trust, LLC | 1,468 | $487.6K | 0.09% | −40−2.7% | Reduced |
| Edgestream Partners, L.P. | 1,464 | $486.3K | 0.01% | +1,464 | New |
| Nixon Peabody Trust Co | 1,460 | $485.0K | 0.04% | −1,367−48.4% | Reduced |
| Nwam LLC | 1,384 | $478.5K | 0.03% | +363+35.6% | Added |
| IFP Advisors, Inc | 1,427 | $476.1K | 0.01% | +37+2.7% | Added |
| Gradient Investments LLC | 1,430 | $475.0K | 0.01% | +200+16.3% | Added |
| Patrick M Sweeney & Associates, Inc | 1,367 | $474.4K | 0.33% | 00.0% | Unchanged |
| Parkwoods Wealth Partners, LLC | 1,427 | $474.0K | 0.27% | +4+0.3% | Added |
| FourThought Financial Partners, LLC | 1,422 | $472.5K | 0.05% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,417 | $470.8K | 0.03% | +1+0.1% | Added |
| North Ridge Wealth Advisors, Inc. | 1,410 | $468.4K | 0.29% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 1,410 | $468.4K | 0.03% | +1,410 | New |
| Parallel Advisors, LLC | 1,403 | $465.9K | 0.01% | −66−4.5% | Reduced |
| Checchi Capital Advisers, LLC | 1,401 | $465.4K | 0.03% | −79−5.3% | Reduced |
| Costello Asset Management, INC | 1,400 | $465.0K | 0.17% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,387 | $460.7K | 0.01% | −29−2.0% | Reduced |
| AlphaCore Capital LLC | 1,382 | $459.1K | 0.02% | −66−4.6% | Reduced |
| Johnson Investment Counsel Inc | 1,382 | $459.0K | 0.00% | −41−2.9% | Reduced |
| Smartleaf Asset Management LLC | 1,389 | $458.3K | 0.04% | −219−13.6% | Reduced |
| West Wealth Group, LLC | 1,389 | $456.5K | 0.11% | +6+0.4% | Added |
| Hutchinson Capital Management | 1,359 | $451.4K | 0.08% | −1−0.1% | Reduced |
| Alps Advisors Inc | 1,358 | $451.1K | 0.00% | +1,358 | New |
| J. Safra Sarasin Holding AG | 1,354 | $449.8K | 0.01% | +4+0.3% | Added |
| AE Wealth Management LLC | 1,354 | $449.8K | 0.00% | −374−21.6% | Reduced |
| Clarius Group, LLC | 1,347 | $447.4K | 0.03% | +162+13.7% | Added |
| Syon Capital LLC | 1,343 | $446.2K | 0.03% | +455+51.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,329 | $441.5K | 0.01% | −37−2.7% | Reduced |
| Resources Management Corp | 1,329 | $441.0K | 0.06% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 1,327 | $440.8K | 0.03% | −20−1.5% | Reduced |
| Frank, Rimerman Advisors LLC | 1,325 | $440.1K | 0.03% | −100−7.0% | Reduced |
| Elios Financial Group Inc. | 1,324 | $439.9K | 0.20% | +2+0.2% | Added |
| Pensionmark Financial Group, LLC | 1,324 | $439.9K | 0.01% | −386−22.6% | Reduced |
| Patron Partners Advisors, LLC | 1,321 | $438.8K | 0.22% | −97−6.8% | Reduced |
| Fox Run Management, L.L.C. | 1,318 | $437.8K | 0.07% | −904−40.7% | Reduced |
| Hengehold Capital Management LLC | 1,312 | $435.8K | 0.04% | −13−1.0% | Reduced |
| Bridgefront Capital, LLC | 1,308 | $434.5K | 0.12% | +1,308 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,307 | $434.0K | 0.06% | −44−3.3% | Reduced |
| Cullinan Associates Inc | 1,300 | $431.8K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $431.8K | 0.32% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 1,293 | $429.6K | 0.02% | +20+1.6% | Added |
| Great Valley Advisor Group, Inc. | 1,277 | $424.5K | 0.01% | −86−6.3% | Reduced |
| Vise Technologies, Inc. | 1,275 | $423.6K | 0.02% | +1,275 | New |
| Rehmann Capital Advisory Group | 1,275 | $423.5K | 0.03% | −57−4.3% | Reduced |
| Calamos Wealth Management LLC | 1,269 | $421.5K | 0.02% | +1,269 | New |
| Profund Advisors LLC | 1,268 | $421.2K | 0.02% | +122+10.6% | Added |
| Fiduciary Alliance LLC | 1,266 | $420.5K | 0.03% | +380+42.9% | Added |
| Cahill Financial Advisors Inc | 1,263 | $419.5K | 0.05% | 00.0% | Unchanged |
| Bridges Investment Management Inc | 1,254 | $416.5K | 0.01% | −7−0.6% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $415.0K | 0.14% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,245 | $413.6K | 0.03% | −12−1.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 1,245 | $413.6K | 0.01% | +1+0.1% | Added |
| Assetmark, Inc | 1,244 | $413.2K | 0.00% | −1,952−61.1% | Reduced |
| Steinberg Asset Management LLC | 1,223 | $406.2K | 0.30% | 00.0% | Unchanged |
| Navalign, LLC | 1,220 | $405.3K | 0.11% | −495−28.9% | Reduced |
| Madden Securities Corp | 1,215 | $403.6K | 0.14% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 1,215 | $403.6K | 0.03% | +1,215 | New |
| Skopos Labs, Inc. | 1,214 | $403.3K | 0.05% | +45+3.8% | Added |
| Ronald Blue Trust, Inc. | 1,213 | $402.9K | 0.00% | +12+1.0% | Added |
| Apella Capital, LLC | 1,181 | $400.4K | 0.01% | +220+22.9% | Added |
| Orrstown Financial Services Inc | 1,200 | $398.6K | 0.08% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 1,200 | $398.6K | 0.08% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 1,200 | $398.6K | 0.11% | 00.0% | Unchanged |