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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.

13F holders, Q3 2025

Institutional positions in Rockwell Automation, Inc as of Sep 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
1,296
+47 vs. Q2 2025
Shares held
92.0M
−474.3K (−0.5%) vs. Q2 2025
Total value
$32.2B
+$1.45B (+4.7%) vs. Q2 2025
New holders
133
456 more added
Sold out
86
436 more reduced

20 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 1,296 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ3 2025: $32.2B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2025.

Institutions holding ROK in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Raleigh Capital Management Inc.0$230.00%0Unchanged
E Fund Management (Hong Kong) Co., Ltd.1$3500.00%+1New
Davis Capital Management1$3500.00%+1New
Cedar Mountain Advisors, LLC1$3570.00%00.0%Unchanged
PEAK6 LLC1$5060.00%+1New
Geneos Wealth Management Inc.2$6990.00%−23−92.0%Reduced
Principia Wealth Advisory, LLC2$6990.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC2$7000.00%00.0%Unchanged
American Capital Advisory, LLC2$7000.00%00.0%Unchanged
Cornerstone Planning Group LLC26$1.02K0.00%+17+188.9%Added
Signature Resources Capital Management, LLC3$1.05K0.00%00.0%Unchanged
Hara Capital LLC3$1.05K0.00%00.0%Unchanged
Activest Wealth Management3$1.05K0.00%+2+200.0%Added
North Capital, Inc.3$1.05K0.00%+3New
DecisionPoint Financial, LLC4$1.40K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.4$1.40K0.00%00.0%Unchanged
IMG Wealth Management, Inc.4$1.40K0.00%+4New
Winnow Wealth LLC4$1.40K0.00%+4New
Financial Life Planners4$1.40K0.00%+4New
Caitlin John, LLC4$1.48K0.00%+4New
Hughes Financial Services, LLC4$1.56K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.5$1.75K0.00%00.0%Unchanged
Fairway Wealth LLC5$1.75K0.00%00.0%Unchanged
Coston, McIsaac & Partners6$2.00K0.00%+6New
Highline Wealth Partners LLC6$2.10K0.00%+1+20.0%Added
Texas Capital Bancshares Inc6$2.10K0.00%+6New
Wolff Wiese Magana LLC6$2.10K0.00%−45−88.2%Reduced
SJS Investment Consulting Inc.6$2.10K0.00%−1−14.3%Reduced
Trifecta Capital Advisors, LLC6$2.10K0.00%00.0%Unchanged
Kilter Group LLC6$2.10K0.00%+1+20.0%Added
ZRC Wealth Management, LLC6$2.10K0.00%+6New
Rialto Wealth Management, LLC7$2.45K0.00%00.0%Unchanged
Hollencrest Capital Management7$2.45K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$2.45K0.00%00.0%Unchanged
Promus Capital, LLC7$2.45K0.00%00.0%Unchanged
Heartwood Wealth Advisors LLC7$2.45K0.00%+7New
Corsicana & Co.7$2.45K0.00%+7New
Advanced Portfolio Management, LLC7$2.45K0.01%+7New
Grey Fox Wealth Advisors, LLC7$2.45K0.00%+7New
Core Alternative Capital8$2.80K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC8$2.80K0.00%+2+33.3%Added
PFS Partners, LLC8$2.80K0.00%+8New
Sawyer & Company, Inc10$3.00K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.9$3.15K0.00%00.0%Unchanged
Pineridge Advisors LLC9$3.15K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC9$3.15K0.00%+9New
Dunhill Financial, LLC10$3.46K0.00%+1+11.1%Added
Rossby Financial, LCC10$3.49K0.00%00.0%Unchanged
Guerra Advisors Inc10$3.50K0.00%+10New
True Wealth Design, LLC10$3.50K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC10$3.64K0.00%00.0%Unchanged
Private Wealth Management Group, LLC11$3.85K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.12$4.19K0.00%00.0%Unchanged
Fairman Group, LLC12$4.19K0.00%00.0%Unchanged
Tortoise Investment Management, LLC12$4.19K0.00%+2+20.0%Added
Aspect Partners, LLC13$4.54K0.00%+11+550.0%Added
Abound Wealth Management14$4.88K0.00%+1+7.7%Added
Sittner & Nelson, LLC14$4.89K0.00%00.0%Unchanged
Cloud Capital Management, LLC16$5.00K0.00%+16New
Solstein Capital, LLC16$5.59K0.00%00.0%Unchanged
Dogwood Wealth Management LLC16$5.59K0.00%+2+14.3%Added
Imprint Wealth LLC16$5.59K0.02%+16New
Mowery & Schoenfeld Wealth Management, LLC16$5.59K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC17$5.94K0.00%00.0%Unchanged
Marquette Asset Management, LLC17$5.94K0.00%+17New
Avion Wealth19$6.00K0.00%+2+11.8%Added
Binnacle Investments Inc18$6.29K0.00%00.0%Unchanged
Rakuten Securities, Inc.18$6.29K0.00%+8+80.0%Added
West Oak Capital, LLC18$6.30K0.00%00.0%Unchanged
Alpine Bank Wealth Management19$6.64K0.00%+19New
Chilton Capital Management LLC20$6.99K0.00%00.0%Unchanged
Boyd Watterson Asset Management LLC20$6.99K0.00%00.0%Unchanged
Bare Financial Services, Inc20$6.99K0.00%+2+11.1%Added
JPL Wealth Management, LLC20$6.99K0.00%+20New
Capital Analysts, LLC22$7.00K0.00%00.0%Unchanged
Ogorek Anthony Joseph22$7.00K0.00%+1+4.8%Added
CBIZ Investment Advisory Services, LLC21$7.34K0.00%+7+50.0%Added
Creative Financial Designs Inc21$7.35K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC22$7.69K0.00%00.0%Unchanged
Sound Income Strategies, LLC24$8.23K0.00%−390−94.2%Reduced
Howard Hughes Medical Institute24$8.39K0.00%00.0%Unchanged
United Community Bank27$9.44K0.00%+5+22.7%Added
Millstone Evans Group, LLC28$9.79K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd28$10.0K0.00%−202−87.8%Reduced
Compagnie Lombard Odier SCmA29$10.1K0.00%+29New
Compass Financial Services Inc30$10.5K0.00%00.0%Unchanged
Gen-Wealth Partners Inc30$10.5K0.00%00.0%Unchanged
Raffa Wealth Management, LLC31$10.8K0.00%+6+24.0%Added
Westfuller Advisors, LLC32$11.0K0.01%+32New
Addison Advisors LLC33$11.5K0.00%+21+175.0%Added
Bogart Wealth, LLC36$12.6K0.00%+1+2.9%Added
Essential Partners LLC36$12.6K0.00%+33+1,100.0%Added
Paladin Advisory Group, LLC37$12.9K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC38$13.0K0.00%00.0%Unchanged
WPG Advisers, LLC38$13.3K0.01%−3−7.3%Reduced
Halbert Hargrove Global Advisors, LLC38$13.3K0.00%+38New
GPS Wealth Strategies Group, LLC39$13.6K0.00%00.0%Unchanged
Palisade Asset Management, LLC39$13.6K0.00%+39New
Salomon & Ludwin, LLC40$14.0K0.00%+40New
Manchester Capital Management LLC40$14.0K0.00%−2−4.8%Reduced