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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.

Q3 2025 vs. Q2 2025

How the institutions holding Rockwell Automation, Inc changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of ROK: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders1,269201,296+47
Shares93.7M1.24M92.0M−474.3K (−0.5%)
Value$31.1B$412.1M$32.2B+$1.45B (+4.7%)

20 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (133)

Institutions that held Rockwell Automation, Inc at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 133 by value.

Institutions new to ROK in Q3 2025
InstitutionSharesValue% of portfolio
Renaissance Group LLC94,455$33.0M1.25%
Alyeska Investment Group, L.P.91,343$31.9M0.10%
Caisse de Depot Et Placement du Quebec65,634$22.9M0.04%
Artisan Partners Limited Partnership65,251$22.8M0.03%
Credit Agricole S A53,356$18.6M0.06%
Oak Associates, Ltd34,849$12.2M0.74%
Achmea Investment Management B.V.30,934$10.8M0.13%
Moore Capital Management, LP24,867$8.69M0.17%
TrimTabs Asset Management, LLC22,834$7.98M1.06%
Twinbeech Capital LP19,877$6.95M0.27%
CIBC Bancorp USA Inc.15,522$5.43M0.03%
Elo Mutual Pension Insurance Co15,037$5.26M0.09%
Eisler Capital Management Ltd.14,717$5.14M0.12%
AXA Investment Managers S.A.13,471$4.71M0.01%
Morningstar Investment Management LLC12,013$4.20M0.15%
Y-Intercept (Hong Kong) Ltd10,627$3.71M0.09%
Dark Forest Capital Management LP8,148$2.85M0.11%
LMR Partners LLP7,693$2.69M0.03%
Bellwether Advisors, LLC6,402$2.24M0.37%
Generali Asset Management SPA SGR5,410$1.89M0.04%
Strategic Advisors LLC5,002$1.75M0.28%
Slow Capital, Inc.4,754$1.66M0.20%
SummitTX Capital, L.P.4,561$1.59M0.07%
iA Global Asset Management Inc.4,479$1.57M0.02%
Allstate Corp4,032$1.41M0.03%
Bridgeway Capital Management, LLC3,670$1.28M0.03%
MASTERINVEST Kapitalanlage GmbH3,510$1.23M0.12%
Regents Gate Capital LLP3,252$1.14M0.40%
Capital Asset Advisory Services LLC2,979$1.04M0.04%
Nomura Holdings Inc2,975$1.04M0.00%
Rakuten Investment Management, Inc.3,122$963.6K0.00%
Verdence Capital Advisors LLC2,656$960.2K0.06%
Hillsdale Investment Management Inc.2,650$926.3K0.03%
Qtron Investments LLC2,267$792.4K0.10%
Ferguson Wellman Capital Management, Inc2,222$776.7K0.01%
CAPROCK Group, Inc.1,990$689.2K0.02%
K2 Principal Fund, L.P.1,750$611.7K0.06%
Gallacher Capital Management LLC1,699$593.9K0.23%
USA Financial Portformulas Corp1,594$557.2K0.10%
Chesapeake Capital Corp1,426$498.4K0.45%
Brown Financial Advisors1,312$458.6K0.17%
Hudson Bay Capital Management LP1,224$427.8K0.00%
Stanley-Laman Group, Ltd.1,195$417.7K0.06%
Sowell Financial Services LLC1,178$411.8K0.02%
Copley Financial Group, Inc.1,160$405.5K0.28%
FORA Capital, LLC1,158$404.8K0.07%
Beck Bode, LLC1,131$395.5K0.06%
Barnes Pettey Financial Advisors, LLC1,127$393.9K0.22%
R Squared Ltd1,075$375.7K0.16%
Strategic Blueprint, LLC1,066$372.6K0.02%
Ellevest, Inc.1,056$369.1K0.05%
NorthRock Partners, LLC1,042$364.2K0.01%
ExodusPoint Capital Management, LP1,029$359.7K0.01%
Tradewinds, LLC.988$345.4K0.08%
Numerai GP LLC949$331.7K0.05%
Optimize Financial Inc933$326.1K0.17%
Old Mission Capital LLC856$299.2K0.01%
A4 Wealth Advisors LLC831$290.5K0.24%
Maridea Wealth Management LLC812$286.5K0.04%
Whalen Wealth Management Inc.790$276.1K0.16%
Quadrature Capital Ltd777$271.5K0.00%
Longboard Asset Management, LP773$270.2K0.44%
Ethos Financial Group, LLC757$264.6K0.02%
Mach-1 Financial Group, Inc.751$262.5K0.04%
Integrity Advisory Solutions, LLC751$262.5K0.04%
AssuredPartners Investment Advisors, LLC719$251.4K0.06%
Basepoint Wealth LLC719$251.2K0.18%
Autumn Glory Partners, LLC702$245.4K0.10%
Paragon Private Wealth Management, LLC686$239.8K0.08%
Fiduciary Wealth Partners, LLC682$238.5K0.10%
denkapparat Operations GmbH678$237.0K0.15%
LexAurum Advisors, LLC667$233.1K0.03%
Azzad Asset Management Inc667$233.1K0.02%
Journey Strategic Wealth LLC627$219.2K0.01%
Stenger Family Office, LLC597$215.8K0.05%
Siligmueller & Norvid Wealth Advisors LLC615$215.0K0.10%
Krilogy Financial LLC590$213.9K0.01%
Strategic Financial Services, Inc,610$213.2K0.01%
Aaron Wealth Advisors608$212.8K0.01%
Simmons Bank608$212.5K0.01%
Howard Capital Management Inc.608$212.5K0.00%
GTS Securities LLC607$212.2K0.01%
Greenwood Gearhart Inc600$209.7K0.01%
Farmers Trust Co600$209.7K0.04%
South Street Advisors LLC600$209.7K0.03%
Petix & Botte Co600$209.7K0.05%
Seamount Financial Group Inc600$209.7K0.10%
Cove Private Wealth, LLC600$209.7K0.07%
B&L Asset Management LLC599$209.4K0.11%
Octavia Wealth Advisors, LLC596$208.3K0.02%
Aprio Wealth Management, LLC585$204.6K0.02%
Alta Advisers Ltd576$201.3K0.06%
Northwest Bancshares, Inc.573$200.3K0.03%
Fairview Capital Investment Management, LLC573$200.3K0.01%
Wealth Watch Advisors, INC538$188.0K0.08%
Employees Retirement System of Texas389$136.0K0.00%
Abich Financial Wealth Management LLC340$118.8K0.04%
Quent Capital, LLC220$77.0K0.01%
Root Financial Partners, LLC183$64.0K0.00%
Wall Street Access Asset Management, LLC178$62.2K0.02%

Sold out (86)

Institutions that held Rockwell Automation, Inc at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of ROK in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Tudor Investment Corp Et Al56,694$18.8M
Wim Investment Management Ltd51,500$17.1M
Aquatic Capital Management LLC51,191$17.0M
Freestone Grove Partners LP31,717$10.5M
Pinnbrook Capital Management LP27,710$9.20M
Entropy Technologies, LP17,691$5.88M
AXA S.A.16,718$5.55M
HRT Financial LP11,033$3.66M
Wolverine Trading, LLC10,387$3.43M
Stance Capital LLC7,840$2.60M
Walleye Trading LLC7,247$2.41M
Mirabella Financial Services LLP6,561$2.18M
ISAM Funds (UK) Ltd5,498$1.83M
Fieldview Capital Management, LLC5,317$1.77M
Mount Yale Investment Advisors, LLC4,125$1.37M
Convergence Investment Partners, LLC3,953$1.31M
GAM Holding AG3,732$1.24M
Gsa Capital Partners LLP3,010$1.00M
Garland Capital Management Inc2,940$976.6K
V-Square Quantitative Management LLC2,912$967.3K
Oak Thistle LLC2,782$924.1K
Banco Santander, S.A.2,512$834.4K
Mirae Asset Securities (USA) Inc.2,406$799.2K
Buckingham Strategic Partners2,155$715.8K
Wolverine Asset Management LLC2,000$664.3K
Nixon Peabody Trust Co1,460$485.0K
Fox Run Management, L.L.C.1,318$437.8K
Bridgefront Capital, LLC1,308$434.5K
Orrstown Financial Services Inc1,200$398.6K
Petrus Trust Company, LTA1,132$376.0K
Summit X, LLC1,124$373.4K
Bayesian Capital Management, LP1,100$365.4K
Almanack Investment Partners, LLC.1,094$363.4K
Simplex Trading, LLC1,071$355.0K
Grange Capital, LLC1,050$348.8K
Boothbay Fund Management, LLC1,001$332.5K
RW Investment Management LLC1,000$332.2K
1776 Wealth LLC979$325.2K
KLCM Advisors, Inc.966$320.9K
Stevens Capital Management LP964$320.0K
MBB Public Markets I LLC949$315.2K
Cambiar Investors LLC878$291.6K
Keystone Investors Pte Ltd874$290.3K
Aviso Financial Inc.859$285.3K
Wells Trecaso Financial Group, LLC800$265.7K
Sicart Associates LLC775$257.4K
Proficio Capital Partners LLC730$242.6K
Signal Advisors Wealth, LLC694$230.6K
Winton Group Ltd667$221.6K
Trust Investment Advisors664$220.6K
Chemung Canal Trust Co633$210.3K
Paragon Capital Management Ltd632$210.0K
Clear Creek Financial Management, LLC625$207.6K
Cidel Asset Management Inc613$203.6K
Farmers & Merchants Trust Co of Long Beach608$202.0K
Gitterman Wealth Management, LLC579$192.5K
Westpac Banking Corp427$141.8K
Eq Wealth Advisors, LLC393$130.5K
Beacon Capital Management, LLC348$115.4K
Advantage Trust Co200$66.4K
GeoWealth Management, LLC134$44.5K
Legend Financial Advisors, Inc.117$38.9K
Cooksen Wealth, LLC114$37.9K
Caitong International Asset Management Co., Ltd103$34.2K
NewSquare Capital LLC71$23.6K
Whipplewood Advisors, LLC56$18.6K
Riggs Asset Managment Co. Inc.51$16.9K
Decker Retirement Planning Inc.51$16.9K
Twin Peaks Wealth Advisors, LLC34$11.6K
Kestra Investment Management, LLC39$10.1K
Kiker Wealth Management, LLC30$9.96K
Fuller & Thaler Asset Management, Inc.29$9.63K
Total Investment Management Inc28$9.30K
Silicon Valley Capital Partners17$5.65K
Sierra Ocean, LLC16$5.34K
Ridgewood Investments LLC13$4.15K
Delos Wealth Advisors, LLC10$3.32K
Transce3nd, LLC9$2.99K
HHM Wealth Advisors, LLC7$2.33K
Smallwood Wealth Investment Management, LLC6$1.99K
Tobam4$1.00K
Atticus Wealth Management, LLC3$997
WealthTrak Capital Management LLC3$997
Stephens Consulting, LLC2$665
LGT Financial Advisors LLC1$332
Arlington Trust Co LLC1$332

Not filed for Q3 2025 yet (20)

Institutions that held Rockwell Automation, Inc at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ROK in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank1,109,597$368.6M
EP Wealth Advisors, LLC92,715$30.8M
CIBC World Markets Corp14,197$4.72M
Avantax Advisory Services, Inc.7,060$2.35M
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH4,436$1.47M
Atria Wealth Solutions, Inc.4,062$1.35M
Forte Capital LLC1,594$529.5K
Elios Financial Group Inc.1,324$439.9K
Aurora Private Wealth, Inc.1,130$375.0K
Belmont Capital, LLC1,042$346.1K
Congress Wealth Management LLC894$297.4K
Graypoint LLC845$280.6K
Enterprise Bank & Trust Co721$239.5K
Foguth Wealth Management, LLC.670$222.7K
Financial Gravity Companies, Inc.120$39.9K
First Horizon Advisors, Inc.94$31.2K
Iron Horse Wealth Management, LLC45$14.9K
Semmax Financial Advisors Inc.44$14.7K
Oliver Lagore Vanvalin Investment Group40$10.3K
Parkworth Wealth Management, Inc.3$997