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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 1,187 | $394.3K | 0.02% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 1,186 | $393.8K | 0.10% | +4+0.3% | Added |
| MCF Advisors LLC | 1,176 | $390.6K | 0.03% | −1,095−48.2% | Reduced |
| Hardin Capital Partners, LLC | 1,150 | $389.4K | 0.23% | −20−1.7% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,171 | $389.0K | 0.02% | −138−10.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,170 | $388.6K | 0.01% | +1,170 | New |
| Capital Advisors Inc | 1,169 | $388.3K | 0.01% | −11−0.9% | Reduced |
| First Community Trust NA | 1,168 | $388.0K | 0.32% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 1,162 | $386.0K | 0.18% | +124+11.9% | Added |
| Associated Banc-Corp | 1,162 | $386.0K | 0.01% | −152−11.6% | Reduced |
| Keel Point, LLC | 1,159 | $385.1K | 0.03% | +48+4.3% | Added |
| State of Wyoming | 1,156 | $384.0K | 0.05% | +1,156 | New |
| Phoenix Holdings Ltd. | 1,148 | $381.1K | 0.01% | +100+9.5% | Added |
| Wealthcare Advisory Partners LLC | 1,142 | $379.4K | 0.01% | +1,142 | New |
| Texas Capital Bank Wealth Management Services Inc | 1,142 | $379.3K | 0.04% | −3−0.3% | Reduced |
| Pacifica Partners Inc. | 1,149 | $379.1K | 0.15% | 00.0% | Unchanged |
| Cannon Financial Strategists, Inc. | 1,138 | $377.9K | 0.06% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,134 | $376.7K | 0.01% | +17+1.5% | Added |
| Cedar Point Capital Partners, LLC | 1,134 | $376.7K | 0.27% | +15+1.3% | Added |
| Savvy Advisors, Inc. | 1,133 | $376.3K | 0.03% | +169+17.5% | Added |
| Petrus Trust Company, LTA | 1,132 | $376.0K | 0.04% | +1,132 | New |
| Fortitude Advisory Group L.L.C. | 1,132 | $375.9K | 0.21% | +12+1.1% | Added |
| Aurora Private Wealth, Inc. | 1,130 | $375.0K | 0.28% | −20−1.7% | Reduced |
| International Assets Investment Management, LLC | 1,129 | $374.9K | 0.03% | −487−30.1% | Reduced |
| Summit X, LLC | 1,124 | $373.4K | 0.07% | +7+0.6% | Added |
| MainStreet Investment Advisors LLC | 1,123 | $373.0K | 0.05% | +4+0.4% | Added |
| Tealwood Asset Management Inc | 1,120 | $372.0K | 0.17% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 1,105 | $367.0K | 0.05% | +25+2.3% | Added |
| Brookstone Capital Management | 1,101 | $365.6K | 0.00% | +69+6.7% | Added |
| Bayesian Capital Management, LP | 1,100 | $365.4K | 0.06% | −5,400−83.1% | Reduced |
| Cigna Investments Inc | 1,096 | $364.0K | 0.06% | −34−3.0% | Reduced |
| Almanack Investment Partners, LLC. | 1,094 | $363.4K | 0.06% | +1,094 | New |
| Revolve Wealth Partners, LLC | 1,091 | $362.3K | 0.05% | +191+21.2% | Added |
| Garner Asset Management Corp | 1,090 | $362.1K | 0.17% | +1,090 | New |
| FineMark National Bank & Trust | 1,086 | $360.7K | 0.01% | +156+16.8% | Added |
| Castle Rock Wealth Management, LLC | 1,015 | $360.2K | 0.08% | −8−0.8% | Reduced |
| Rebalance, LLC | 1,083 | $359.6K | 0.02% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,082 | $359.4K | 0.11% | −14−1.3% | Reduced |
| DMG Group, LLC | 1,080 | $358.7K | 0.28% | +80+8.0% | Added |
| Fort Point Capital Partners LLC | 1,074 | $356.8K | 0.04% | −28−2.5% | Reduced |
| Vicus Capital | 1,072 | $356.2K | 0.03% | +4+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,073 | $356.2K | 0.00% | +75+7.5% | Added |
| Formidable Asset Management, LLC | 1,378 | $356.0K | 0.06% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,071 | $355.0K | 0.01% | +1,071 | New |
| Jacobi Capital Management LLC | 1,066 | $353.9K | 0.02% | −61−5.4% | Reduced |
| Ameritas Investment Partners, Inc. | 1,064 | $353.4K | 0.01% | −36−3.3% | Reduced |
| Grange Capital, LLC | 1,050 | $348.8K | 0.36% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 1,048 | $348.0K | 0.14% | 00.0% | Unchanged |
| Plancorp, LLC | 1,045 | $347.1K | 0.01% | −9−0.9% | Reduced |
| Belmont Capital, LLC | 1,042 | $346.1K | 0.05% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,040 | $345.5K | 0.05% | +1,040 | New |
| Forum Financial Management, LP | 1,032 | $342.8K | 0.01% | +172+20.0% | Added |
| Foster Group, Inc. | 1,026 | $340.8K | 0.01% | +137+15.4% | Added |
| Parsons Capital Management Inc | 1,022 | $339.5K | 0.02% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,018 | $338.1K | 0.13% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,017 | $337.8K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,016 | $337.5K | 0.00% | −104−9.3% | Reduced |
| Kooman & Associates | 1,014 | $336.8K | 0.11% | −1−0.1% | Reduced |
| Catalytic Wealth RIA, LLC | 1,012 | $336.2K | 0.03% | +1,012 | New |
| Certified Advisory Corp | 1,008 | $334.8K | 0.03% | 00.0% | Unchanged |
| FMB Wealth Management | 1,003 | $333.2K | 0.16% | −2−0.2% | Reduced |
| Warther Private Wealth, LLC | 1,003 | $333.2K | 0.09% | +1,003 | New |
| Boothbay Fund Management, LLC | 1,001 | $332.5K | 0.01% | +1,001 | New |
| Evelyn Partners Investment Management Services Ltd | 1,000 | $332.2K | 0.05% | −3,500−77.8% | Reduced |
| Wellington Shields & Co., LLC | 1,000 | $332.2K | 0.09% | 00.0% | Unchanged |
| RW Investment Management LLC | 1,000 | $332.2K | 0.04% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 1,000 | $332.2K | 0.03% | −3−0.3% | Reduced |
| South Dakota Investment Council | 1,000 | $332.0K | 0.01% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 999 | $331.8K | 0.05% | −69−6.5% | Reduced |
| Eastern Bank | 990 | $328.8K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 986 | $327.5K | 0.08% | −3−0.3% | Reduced |
| Dynamic Advisor Solutions LLC | 983 | $326.6K | 0.01% | +7+0.7% | Added |
| Pettyjohn, Wood & White, Inc | 982 | $326.2K | 0.06% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 980 | $325.7K | 0.07% | +4+0.4% | Added |
| 1776 Wealth LLC | 979 | $325.2K | 0.13% | −51−5.0% | Reduced |
| Dillon & Associates Inc | 966 | $321.0K | 0.04% | −4,426−82.1% | Reduced |
| KLCM Advisors, Inc. | 966 | $320.9K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 964 | $320.3K | 0.03% | −1−0.1% | Reduced |
| Stevens Capital Management LP | 964 | $320.0K | 0.09% | −2,426−71.6% | Reduced |
| American National Bank | 962 | $319.5K | 0.03% | −59−5.8% | Reduced |
| WealthPLAN Partners, LLC | 959 | $318.6K | 0.05% | −45−4.5% | Reduced |
| Accredited Investors Inc. | 955 | $317.3K | 0.02% | +73+8.3% | Added |
| Sender Co & Partners, Inc. | 953 | $316.6K | 0.09% | −785−45.2% | Reduced |
| Marshall & Sullivan Inc | 950 | $315.6K | 0.15% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 949 | $315.2K | 0.04% | −221−18.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 936 | $311.0K | 0.01% | +7+0.8% | Added |
| Empower Advisory Group, LLC | 935 | $310.6K | 0.00% | +935 | New |
| Chelsea Counsel Co | 922 | $306.3K | 0.15% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 918 | $304.9K | 0.11% | 00.0% | Unchanged |
| Conning Inc. | 917 | $304.6K | 0.01% | −24−2.6% | Reduced |
| Diligent Investors, LLC | 916 | $304.4K | 0.07% | +1+0.1% | Added |
| Hudock, Inc. | 913 | $303.4K | 0.05% | +1+0.1% | Added |
| Second Line Capital, LLC | 913 | $303.3K | 0.07% | −82−8.2% | Reduced |
| Sagespring Wealth Partners, LLC | 912 | $303.0K | 0.01% | +131+16.8% | Added |
| Smart Money Group LLC | 908 | $301.5K | 0.09% | +3+0.3% | Added |
| Impact Capital Partners LLC | 904 | $300.3K | 0.10% | +28+3.2% | Added |
| Affinity Investment Advisors, LLC | 903 | $299.9K | 0.23% | +903 | New |
| Pine Harbor Wealth Management, LLC | 900 | $299.0K | 0.11% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 894 | $297.4K | 0.00% | +41+4.8% | Added |
| Modera Wealth Management, LLC | 894 | $297.1K | 0.00% | −23−2.5% | Reduced |