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 |
|---|---|---|---|---|---|
| Azimuth Capital Investment Management LLC | 19,202 | $6.71M | 0.24% | −263−1.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,217 | $6.72M | 0.03% | −1,721−8.2% | Reduced |
| ProShare Advisors LLC | 19,288 | $6.74M | 0.01% | −259−1.3% | Reduced |
| LGT Group Foundation | 19,495 | $6.81M | 0.08% | −3,568−15.5% | Reduced |
| Nicholas Company, Inc. | 19,641 | $6.87M | 0.12% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 19,682 | $6.88M | 0.09% | −582−2.9% | Reduced |
| Twinbeech Capital LP | 19,877 | $6.95M | 0.27% | +19,877 | New |
| Telos Capital Management, Inc. | 20,230 | $7.07M | 0.68% | +188+0.9% | Added |
| Toroso Investments, LLC | 20,679 | $7.23M | 0.03% | +4,908+31.1% | Added |
| CIBC World Markets Inc. | 20,703 | $7.24M | 0.01% | +12,861+164.0% | Added |
| Boston Common Asset Management, LLC | 20,918 | $7.31M | 0.20% | −879−4.0% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 21,050 | $7.36M | 0.55% | −260−1.2% | Reduced |
| Iyo Bank, Ltd. | 21,350 | $7.46M | 2.81% | 00.0% | Unchanged |
| GWM Advisors LLC | 21,696 | $7.58M | 0.03% | +605+2.9% | Added |
| KWMG, LLC | 21,701 | $7.59M | 0.66% | +286+1.3% | Added |
| Amalgamated Bank | 21,860 | $7.64M | 0.05% | −456−2.0% | Reduced |
| ABN AMRO Bank N.V. | 21,977 | $7.65M | 0.08% | +1,796+8.9% | Added |
| Brevan Howard Capital Management LP | 22,166 | $7.75M | 0.11% | +13,969+170.4% | Added |
| Papp L Roy & Associates | 22,232 | $7.77M | 0.87% | +1,202+5.7% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 22,486 | $7.86M | 0.40% | +3,498+18.4% | Added |
| Madison Asset Management, LLC | 22,537 | $7.88M | 0.09% | −26,388−53.9% | Reduced |
| IFM Investors Pty Ltd | 23,005 | $7.90M | 0.07% | +1,350+6.2% | Added |
| Kovitz Investment Group Partners, LLC | 22,686 | $7.93M | 0.03% | −987−4.2% | Reduced |
| Stephens Inc | 22,705 | $7.94M | 0.10% | −3,501−13.4% | Reduced |
| USS Investment Management Ltd | 22,812 | $7.97M | 0.04% | 00.0% | Unchanged |
| TrimTabs Asset Management, LLC | 22,834 | $7.98M | 1.06% | +22,834 | New |
| Rockland Trust Co | 22,895 | $8.00M | 0.33% | −3,677−13.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,853 | $8.16M | 0.07% | −2,756−10.8% | Reduced |
| First American Trust, FSB | 23,398 | $8.18M | 0.59% | −30−0.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 23,514 | $8.22M | 1.41% | −6,721−22.2% | Reduced |
| Kidder Stephen W | 23,581 | $8.24M | 2.36% | −1,615−6.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,595 | $8.25M | 0.07% | −2,600−9.9% | Reduced |
| Retirement Systems of Alabama | 23,984 | $8.38M | 0.03% | −202−0.8% | Reduced |
| D.A. Davidson & Co. | 24,224 | $8.47M | 0.05% | −837−3.3% | Reduced |
| L & S Advisors Inc | 24,508 | $8.57M | 0.82% | −232−0.9% | Reduced |
| Van Eck Associates Corp | 24,552 | $8.58M | 0.01% | +626+2.6% | Added |
| Moore Capital Management, LP | 24,867 | $8.69M | 0.17% | +24,867 | New |
| Drystone LLC | 24,954 | $8.72M | 7.85% | −421−1.7% | Reduced |
| Dorsey & Whitney Trust CO LLC | 25,141 | $8.79M | 0.46% | +40+0.2% | Added |
| Forsta Ap-Fonden | 25,200 | $8.81M | 0.05% | +1,900+8.2% | Added |
| Abn Amro Investment Solutions | 25,321 | $8.85M | 0.18% | +1,437+6.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,625 | $8.96M | 0.03% | −91,083−78.0% | Reduced |
| Westend Capital Management, LLC | 26,035 | $9.10M | 2.65% | +374+1.5% | Added |
| ASR Vermogensbeheer N.V. | 26,104 | $9.12M | 0.11% | −174−0.7% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 26,501 | $9.26M | 0.03% | −10,105−27.6% | Reduced |
| Kestra Advisory Services, LLC | 26,856 | $9.39M | 0.04% | +8,013+42.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 26,893 | $9.40M | 0.04% | +2,579+10.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,000 | $9.44M | 0.05% | −644−2.3% | Reduced |
| Puzo Michael J | 27,037 | $9.45M | 2.58% | −924−3.3% | Reduced |
| Fayez Sarofim & Co | 27,071 | $9.46M | 0.02% | 00.0% | Unchanged |
| Brown Advisory Inc | 28,045 | $9.80M | 0.01% | −49−0.2% | Reduced |
| Nisa Investment Advisors, LLC | 28,257 | $9.88M | 0.04% | −214−0.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,306 | $9.89M | 0.09% | +8,773+44.9% | Added |
| MetLife Investment Management | 28,340 | $9.91M | 0.05% | −802−2.8% | Reduced |
| Scopus Asset Management, L.P. | 28,372 | $9.92M | 0.24% | −14,953−34.5% | Reduced |
| Czech National Bank | 28,556 | $9.98M | 0.07% | +1,005+3.6% | Added |
| Natixis | 28,681 | $10.0M | 0.05% | +15,988+126.0% | Added |
| Jacobs & Co | 29,369 | $10.3M | 0.98% | −1,023−3.4% | Reduced |
| Panagora Asset Management Inc | 29,429 | $10.3M | 0.04% | +28,652+3,687.5% | Added |
| Lansdowne Partners (UK) LLP | 29,540 | $10.3M | 0.87% | +2,765+10.3% | Added |
| Portland Global Advisors LLC | 29,594 | $10.3M | 1.15% | −365−1.2% | Reduced |
| Cerity Partners LLC | 29,657 | $10.4M | 0.02% | −1,343−4.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30,029 | $10.5M | 0.14% | −1,189−3.8% | Reduced |
| Tema ETFs LLC | 30,232 | $10.6M | 0.88% | +2,798+10.2% | Added |
| State of Michigan Retirement System | 30,413 | $10.6M | 0.05% | −200−0.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,555 | $10.7M | 0.07% | −12,093−28.4% | Reduced |
| Jane Street Group, LLC | 30,903 | $10.8M | 0.01% | −95,950−75.6% | Reduced |
| Achmea Investment Management B.V. | 30,934 | $10.8M | 0.13% | +30,934 | New |
| Captrust Financial Advisors | 31,359 | $11.0M | 0.02% | −215−0.7% | Reduced |
| American Century Companies Inc | 31,391 | $11.0M | 0.01% | +354+1.1% | Added |
| Quantinno Capital Management LP | 31,481 | $11.0M | 0.03% | +16,105+104.7% | Added |
| NorthCrest Asset Manangement, LLC | 32,270 | $11.1M | 0.27% | −170−0.5% | Reduced |
| Talbot Financial, LLC | 32,270 | $11.3M | 0.95% | +2,362+7.9% | Added |
| M. Kraus & Co | 32,334 | $11.3M | 3.16% | −252−0.8% | Reduced |
| Banque Pictet & Cie SA | 32,409 | $11.3M | 0.11% | +73+0.2% | Added |
| Qube Research & Technologies Ltd | 32,989 | $11.5M | 0.02% | −8,367−20.2% | Reduced |
| Foresight Group Ltd Liability Partnership | 33,070 | $11.6M | 1.73% | −1,679−4.8% | Reduced |
| DnB Asset Management AS | 33,202 | $11.6M | 0.04% | +1,412+4.4% | Added |
| Arizona State Retirement System | 33,245 | $11.6M | 0.06% | +196+0.6% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,697 | $11.8M | 0.19% | +60.0% | Added |
| Ensign Peak Advisors, Inc | 33,724 | $11.8M | 0.02% | +3,790+12.7% | Added |
| Oak Associates, Ltd | 34,849 | $12.2M | 0.74% | +34,849 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 35,173 | $12.3M | 0.11% | +145+0.4% | Added |
| Public Employees Retirement System of Ohio | 35,352 | $12.4M | 0.04% | −307−0.9% | Reduced |
| Creative Planning | 35,405 | $12.4M | 0.01% | +2,967+9.1% | Added |
| Susquehanna International Group, LLP | 35,895 | $12.5M | 0.02% | −7,272−16.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 36,556 | $12.6M | 0.02% | +590+1.6% | Added |
| Broderick Brian C | 36,027 | $12.6M | 2.39% | −2,025−5.3% | Reduced |
| Janus Henderson Group PLC | 36,143 | $12.6M | 0.01% | +3,020+9.1% | Added |
| Cetera Investment Advisers | 36,341 | $12.7M | 0.01% | +7,786+27.3% | Added |
| Resona Asset Management Co.,Ltd. | 36,798 | $12.8M | 0.06% | −1,859−4.8% | Reduced |
| Prudential PLC | 36,864 | $12.9M | 0.09% | +19,971+118.2% | Added |
| Nomura Asset Management Co Ltd | 37,796 | $13.2M | 0.03% | +1,371+3.8% | Added |
| AQR Capital Management LLC | 39,899 | $13.8M | 0.01% | +7,786+24.2% | Added |
| State of New Jersey Common Pension Fund D | 39,472 | $13.8M | 0.05% | +1,575+4.2% | Added |
| Heron Bay Capital Management | 39,633 | $13.9M | 2.59% | −3,107−7.3% | Reduced |
| Gradient Investments LLC | 40,058 | $14.0M | 0.23% | +38,628+2,701.3% | Added |
| Keybank National Association | 40,538 | $14.2M | 0.05% | −1,515−3.6% | Reduced |
| Jain Global LLC | 40,540 | $14.2M | 0.18% | −44,273−52.2% | Reduced |
| KLP Kapitalforvaltning AS | 40,970 | $14.3M | 0.06% | 00.0% | Unchanged |