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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 9,080 | $3.17M | 0.01% | −2,388−20.8% | Reduced |
| Cresset Asset Management, LLC | 9,103 | $3.18M | 0.01% | −232−2.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,127 | $3.19M | 0.33% | −182−2.0% | Reduced |
| Pacer Advisors, Inc. | 9,249 | $3.23M | 0.01% | −2,637−22.2% | Reduced |
| Buckhead Capital Management LLC | 9,421 | $3.29M | 1.20% | −2,261−19.4% | Reduced |
| Eukles Asset Management | 9,567 | $3.34M | 1.30% | −11−0.1% | Reduced |
| Jefferies Financial Group Inc. | 9,657 | $3.38M | 0.03% | +4,615+91.5% | Added |
| Public Sector Pension Investment Board | 9,700 | $3.39M | 0.01% | +1,173+13.8% | Added |
| NJ State Employees Deferred Compensation Plan | 10,000 | $3.50M | 0.39% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 10,116 | $3.54M | 0.01% | −1,099−9.8% | Reduced |
| Metis Global Partners, LLC | 10,121 | $3.54M | 0.08% | −505−4.8% | Reduced |
| Meeder Asset Management Inc | 10,138 | $3.54M | 0.20% | +10,123+67,486.7% | Added |
| Vontobel Holding Ltd. | 10,210 | $3.57M | 0.01% | −824−7.5% | Reduced |
| Charter Trust Co | 10,229 | $3.58M | 0.21% | +93+0.9% | Added |
| Baldwin Investment Management, LLC | 10,540 | $3.68M | 0.42% | −75−0.7% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 10,627 | $3.71M | 0.09% | +10,627 | New |
| Bridgewater Associates, LP | 10,636 | $3.72M | 0.01% | +5,812+120.5% | Added |
| Scotia Capital Inc. | 10,658 | $3.73M | 0.02% | −2,454−18.7% | Reduced |
| KBC Group NV | 10,756 | $3.76M | 0.01% | +464+4.5% | Added |
| Public Employees Retirement Association of Colorado | 10,871 | $3.80M | 0.01% | −255−2.3% | Reduced |
| Jones Financial Companies LLLP | 11,285 | $3.88M | 0.00% | +1,746+18.3% | Added |
| O'Shaughnessy Asset Management, LLC | 11,348 | $3.97M | 0.02% | +1,410+14.2% | Added |
| MML Investors Services, LLC | 11,428 | $3.99M | 0.01% | +5,524+93.6% | Added |
| Dempze Nancy E | 11,520 | $4.03M | 2.21% | −779−6.3% | Reduced |
| Smithbridge Asset Management Inc | 11,535 | $4.03M | 0.59% | −141−1.2% | Reduced |
| Polymer Capital Management (US) LLC | 11,536 | $4.03M | 0.54% | +2,536+28.2% | Added |
| Everence Capital Management Inc | 11,678 | $4.08M | 0.24% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 11,692 | $4.09M | 0.34% | −155−1.3% | Reduced |
| Verition Fund Management LLC | 11,790 | $4.12M | 0.02% | −8,319−41.4% | Reduced |
| Kampmann Melissa S. | 11,858 | $4.14M | 3.02% | −10−0.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 11,929 | $4.17M | 0.86% | −4,100−25.6% | Reduced |
| Banque Transatlantique SA | 11,966 | $4.18M | 0.10% | +416+3.6% | Added |
| State of Alaska, Department of Revenue | 12,005 | $4.20M | 0.04% | −660−5.2% | Reduced |
| Morningstar Investment Management LLC | 12,013 | $4.20M | 0.15% | +12,013 | New |
| First Pacific Financial | 12,046 | $4.21M | 0.58% | +2,708+29.0% | Added |
| Fiduciary Trust Co | 12,057 | $4.21M | 0.05% | +62+0.5% | Added |
| Gateway Investment Advisers LLC | 12,104 | $4.23M | 0.04% | +946+8.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,166 | $4.25M | 0.01% | −794−6.1% | Reduced |
| Mutual of America Capital Management LLC | 12,190 | $4.26M | 0.04% | −740−5.7% | Reduced |
| Searle & Co. | 12,293 | $4.30M | 1.14% | 00.0% | Unchanged |
| OP Asset Management Ltd | 12,337 | $4.31M | 0.06% | +355+3.0% | Added |
| Elefante Mark B | 12,382 | $4.33M | 2.77% | +787+6.8% | Added |
| Mackenzie Financial Corp | 12,583 | $4.40M | 0.01% | −557−4.2% | Reduced |
| M&T Bank Corp | 12,592 | $4.40M | 0.01% | −2,470−16.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,665 | $4.43M | 0.33% | −3,762−22.9% | Reduced |
| Apollon Wealth Management, LLC | 12,718 | $4.45M | 0.08% | +8,923+235.1% | Added |
| Oregon Public Employees Retirement Fund | 12,766 | $4.46M | 0.06% | +3,075+31.7% | Added |
| Colony Group, LLC | 12,810 | $4.48M | 0.01% | +1,318+11.5% | Added |
| DJE Kapital AG | 13,686 | $4.52M | 0.11% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 13,062 | $4.57M | 1.21% | −107−0.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,127 | $4.59M | 0.32% | −46−0.3% | Reduced |
| Glenmede Investment Management, LP | 13,224 | $4.62M | 0.02% | +89+0.7% | Added |
| Yousif Capital Management, LLC | 13,247 | $4.63M | 0.05% | −819−5.8% | Reduced |
| AXA Investment Managers S.A. | 13,471 | $4.71M | 0.01% | +13,471 | New |
| Bank of Nova Scotia | 13,853 | $4.84M | 0.01% | +2,026+17.1% | Added |
| Bill Few Associates, Inc. | 14,019 | $4.90M | 1.26% | +275+2.0% | Added |
| Ascent Wealth Partners, LLC | 14,173 | $4.95M | 0.57% | +922+7.0% | Added |
| Brinker Capital Investments, LLC | 14,269 | $4.99M | 0.04% | −1,013−6.6% | Reduced |
| ING Groep NV | 14,535 | $5.08M | 0.03% | −2,096−12.6% | Reduced |
| HITE Hedge Asset Management LLC | 14,620 | $5.11M | 0.28% | −9,205−38.6% | Reduced |
| Atlantic Union Bankshares Corp | 14,645 | $5.12M | 0.10% | +3,377+30.0% | Added |
| Synovus Financial Corp | 14,687 | $5.13M | 0.06% | −371−2.5% | Reduced |
| Eisler Capital Management Ltd. | 14,717 | $5.14M | 0.12% | +14,717 | New |
| Edgestream Partners, L.P. | 14,720 | $5.15M | 0.15% | +13,256+905.5% | Added |
| Night Squared LP | 14,867 | $5.20M | 1.88% | +1,302+9.6% | Added |
| S-Bank Fund Management Ltd | 14,882 | $5.20M | 0.69% | +3,936+36.0% | Added |
| Whitener Capital Management, Inc. | 14,930 | $5.22M | 1.25% | +35+0.2% | Added |
| Davy Global Fund Management Ltd | 15,000 | $5.24M | 0.36% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 15,011 | $5.25M | 0.25% | +301+2.0% | Added |
| Elo Mutual Pension Insurance Co | 15,037 | $5.26M | 0.09% | +15,037 | New |
| Northwestern Mutual Wealth Management Co | 15,039 | $5.26M | 0.00% | +119+0.8% | Added |
| Farmers & Merchants Investments Inc | 15,122 | $5.29M | 0.15% | −124−0.8% | Reduced |
| Mercer Global Advisors Inc | 15,143 | $5.29M | 0.01% | +2,421+19.0% | Added |
| MUFG Securities EMEA plc | 15,152 | $5.30M | 0.13% | +14,819+4,450.2% | Added |
| MAI Capital Management | 15,253 | $5.33M | 0.03% | −6,703−30.5% | Reduced |
| Silvant Capital Management LLC | 15,513 | $5.42M | 0.19% | −434−2.7% | Reduced |
| CIBC Bancorp USA Inc. | 15,522 | $5.43M | 0.03% | +15,522 | New |
| JustInvest LLC | 15,523 | $5.45M | 0.06% | +775+5.3% | Added |
| McGuire Investment Group, LLC | 15,736 | $5.50M | 0.62% | −128−0.8% | Reduced |
| Notis-McConarty Edward | 15,753 | $5.51M | 2.56% | −1,400−8.2% | Reduced |
| Alerus Financial NA | 15,941 | $5.57M | 0.28% | −845−5.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,237 | $5.68M | 0.05% | +99+0.6% | Added |
| Two Sigma Investments, LP | 16,400 | $5.73M | 0.01% | −44,290−73.0% | Reduced |
| New York Life Investment Management LLC | 16,436 | $5.74M | 0.05% | −479−2.8% | Reduced |
| Northwest & Ethical Investments L.P. | 16,490 | $5.76M | 0.14% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 16,899 | $5.91M | 0.03% | +3,108+22.5% | Added |
| Hall Laurie J Trustee | 16,942 | $5.92M | 1.93% | −190−1.1% | Reduced |
| CIBC Asset Management Inc | 17,324 | $6.06M | 0.02% | −276−1.6% | Reduced |
| Xponance, Inc. | 17,376 | $6.07M | 0.05% | −623−3.5% | Reduced |
| Mandatum Life Insurance Co Ltd | 17,500 | $6.12M | 1.46% | −7,500−30.0% | Reduced |
| Advisors Asset Management, Inc. | 17,919 | $6.26M | 0.11% | +1,979+12.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,226 | $6.37M | 0.05% | +1,100+6.4% | Added |
| Engineers Gate Manager LP | 18,328 | $6.41M | 0.07% | +4,758+35.1% | Added |
| Ethic Inc. | 18,444 | $6.45M | 0.11% | +1,738+10.4% | Added |
| Delaney Dennis R | 18,493 | $6.46M | 3.24% | −2,434−11.6% | Reduced |
| M&G Plc | 18,587 | $6.51M | 0.03% | −4,876−20.8% | Reduced |
| Utah Retirement Systems | 18,632 | $6.51M | 0.06% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 18,783 | $6.57M | 0.03% | −823−4.2% | Reduced |
| Ilmarinen Mutual Pension Insurance Co | 18,900 | $6.61M | 0.05% | −100−0.5% | Reduced |
| Magnetar Financial LLC | 19,134 | $6.69M | 0.04% | +16,206+553.5% | Added |