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 |
|---|---|---|---|---|---|
| NEOS Investment Management LLC | 41,216 | $14.4M | 0.11% | +5,167+14.3% | Added |
| Advisor Group Holdings, Inc. | 41,826 | $14.4M | 0.02% | −604−1.4% | Reduced |
| Toronto Dominion Bank | 41,408 | $14.5M | 0.03% | −4,366−9.5% | Reduced |
| Isthmus Partners, LLC | 41,470 | $14.5M | 3.22% | −911−2.1% | Reduced |
| LMCG Investments, LLC | 41,571 | $14.5M | 0.85% | −336−0.8% | Reduced |
| Core Wealth Partners LLC | 41,669 | $14.6M | 6.69% | +64+0.2% | Added |
| Interval Partners, LP | 42,586 | $14.9M | 0.32% | +10,186+31.4% | Added |
| Mn Services Vermogensbeheer B.V. | 42,802 | $15.0M | 0.10% | +800+1.9% | Added |
| British Columbia Investment Management Corp | 43,081 | $15.1M | 0.09% | −24,359−36.1% | Reduced |
| Williams Jones Wealth Management, LLC. | 43,983 | $15.4M | 0.18% | −995−2.2% | Reduced |
| Janney Montgomery Scott LLC | 44,667 | $15.6M | 0.04% | −391−0.9% | Reduced |
| Baird Financial Group, Inc. | 45,003 | $15.7M | 0.03% | −6,319−12.3% | Reduced |
| State of Tennessee, Treasury Department | 45,079 | $15.8M | 0.05% | −14,341−24.1% | Reduced |
| Grandfield & Dodd, LLC | 45,326 | $15.8M | 0.90% | −388−0.8% | Reduced |
| Daiwa Securities Group Inc. | 45,399 | $15.9M | 0.05% | +6,191+15.8% | Added |
| Somerville Kurt F | 45,878 | $16.0M | 2.65% | −5,009−9.8% | Reduced |
| Rodgers Brothers Inc. | 47,191 | $16.5M | 2.03% | −808−1.7% | Reduced |
| La Banque Postale Asset Management SA | 47,532 | $16.6M | 0.20% | −74−0.2% | Reduced |
| Tocqueville Asset Management L.P. | 47,635 | $16.6M | 0.24% | +1,105+2.4% | Added |
| Cabot Wealth Management Inc | 48,058 | $16.8M | 1.86% | −337−0.7% | Reduced |
| Macquarie Group Ltd | 48,124 | $16.8M | 0.02% | −2,525−5.0% | Reduced |
| Peapack Gladstone Financial Corp | 48,138 | $16.8M | 0.22% | −415−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 49,077 | $17.2M | 0.05% | −350−0.7% | Reduced |
| TD Asset Management Inc | 49,398 | $17.3M | 0.01% | −440−0.9% | Reduced |
| Oppenheimer & Co Inc | 50,160 | $17.5M | 0.21% | −3,330−6.2% | Reduced |
| Korea Investment CORP | 50,350 | $17.6M | 0.04% | +6,261+14.2% | Added |
| North Star Asset Management Inc | 50,783 | $17.8M | 0.72% | −1,586−3.0% | Reduced |
| Treasurer of the State of North Carolina | 50,879 | $17.8M | 0.05% | −1,982−3.7% | Reduced |
| Comerica Bank | 51,144 | $17.9M | 0.07% | −322−0.6% | Reduced |
| Eventide Asset Management, LLC | 51,819 | $18.1M | 0.30% | +837+1.6% | Added |
| South State Corp. | 51,898 | $18.1M | 0.84% | +1,728+3.4% | Added |
| Baker Chad R | 52,060 | $18.2M | 3.13% | −50−0.1% | Reduced |
| Commerce Bank | 52,226 | $18.3M | 0.10% | +426+0.8% | Added |
| Swedbank AB | 52,257 | $18.3M | 0.02% | −557−1.1% | Reduced |
| National Bank of Canada | 52,259 | $18.3M | 0.02% | −79,323−60.3% | Reduced |
| Royal London Asset Management Ltd | 52,419 | $18.3M | 0.04% | −574−1.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 52,651 | $18.4M | 0.04% | −13,366−20.2% | Reduced |
| Credit Agricole S A | 53,356 | $18.6M | 0.06% | +53,356 | New |
| Mariner, LLC | 53,634 | $18.7M | 0.02% | −2,657−4.7% | Reduced |
| APG Asset Management N.V. | 63,500 | $18.9M | 0.05% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 55,988 | $19.6M | 0.82% | +2,202+4.1% | Added |
| Exchange Traded Concepts, LLC | 56,650 | $19.8M | 0.19% | +3,722+7.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 57,986 | $20.3M | 0.06% | −2,109−3.5% | Reduced |
| Allianz Asset Management GmbH | 59,207 | $20.7M | 0.03% | +53,463+930.8% | Added |
| Carnegie Capital Asset Management, LLC | 59,345 | $20.7M | 0.39% | −10,421−14.9% | Reduced |
| Swiss Life Asset Management Ltd | 59,583 | $20.8M | 0.11% | +2,050+3.6% | Added |
| Parnassus Investments | 60,163 | $21.0M | 0.05% | −661−1.1% | Reduced |
| Andra AP-fonden | 61,800 | $21.6M | 0.28% | +45,400+276.8% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 61,834 | $21.6M | 0.11% | +4,086+7.1% | Added |
| State of Wisconsin Investment Board | 62,996 | $22.0M | 0.05% | −1,045−1.6% | Reduced |
| Artisan Partners Limited Partnership | 65,251 | $22.8M | 0.03% | +65,251 | New |
| Caisse de Depot Et Placement du Quebec | 65,634 | $22.9M | 0.04% | +65,634 | New |
| Covea Finance | 66,309 | $23.2M | 0.81% | +1,600+2.5% | Added |
| Rockefeller Capital Management L.P. | 66,626 | $23.3M | 0.05% | +2,310+3.6% | Added |
| New York State Common Retirement Fund | 66,868 | $23.4M | 0.03% | −1,161−1.7% | Reduced |
| Capital Fund Management S.A. | 66,931 | $23.4M | 0.23% | +39,214+141.5% | Added |
| Granite Investment Partners, LLC | 67,006 | $23.4M | 1.33% | −2,815−4.0% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 71,956 | $25.2M | 0.23% | −26,500−26.9% | Reduced |
| Russell Investments Group, Ltd. | 72,560 | $25.3M | 0.03% | +33,715+86.8% | Added |
| Danske Bank A/S | 74,422 | $26.0M | 0.06% | +10,400+16.2% | Added |
| Boston Family Office LLC | 74,548 | $26.1M | 1.66% | −1,499−2.0% | Reduced |
| US Bancorp | 74,671 | $26.1M | 0.03% | −953−1.3% | Reduced |
| Philadelphia Trust Co | 74,808 | $26.1M | 1.84% | +16,434+28.2% | Added |
| Marshall Wace, LLP | 75,373 | $26.3M | 0.03% | −354,119−82.5% | Reduced |
| Federated Hermes, Inc. | 77,050 | $26.9M | 0.05% | +42,962+126.0% | Added |
| FIL Ltd | 78,657 | $27.5M | 0.02% | −128,066−62.0% | Reduced |
| Ninety One UK Ltd | 82,437 | $28.8M | 0.06% | 00.0% | Unchanged |
| Trexquant Investment LP | 82,839 | $29.0M | 0.30% | −10,531−11.3% | Reduced |
| Gotham Asset Management, LLC | 85,579 | $29.9M | 0.13% | +49,566+137.6% | Added |
| Teacher Retirement System of Texas | 86,399 | $30.2M | 0.12% | +49,510+134.2% | Added |
| The PNC Financial Services Group, Inc. | 86,873 | $30.4M | 0.02% | −1,228−1.4% | Reduced |
| Commonwealth Equity Services, LLC | 89,519 | $31.3M | 0.04% | −7,192−7.4% | Reduced |
| Storebrand Asset Management AS | 89,567 | $31.3M | 0.08% | +3,372+3.9% | Added |
| Gabelli Funds LLC | 89,577 | $31.3M | 0.21% | −2,485−2.7% | Reduced |
| New York State Teachers Retirement System | 89,728 | $31.4M | 0.06% | +3,150+3.6% | Added |
| Aviva PLC | 89,894 | $31.4M | 0.06% | +5,298+6.3% | Added |
| Davis R M Inc | 90,477 | $31.6M | 0.55% | +1,331+1.5% | Added |
| Alyeska Investment Group, L.P. | 91,343 | $31.9M | 0.10% | +91,343 | New |
| Hemenway Trust Co LLC | 92,331 | $32.3M | 2.47% | −7,397−7.4% | Reduced |
| CI Private Wealth, LLC | 92,398 | $32.3M | 0.05% | +503+0.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 92,495 | $32.3M | 0.07% | −13,603−12.8% | Reduced |
| Manufacturers Life Insurance Company, The | 93,337 | $32.6M | 0.03% | +5,117+5.8% | Added |
| Renaissance Group LLC | 94,455 | $33.0M | 1.25% | +94,455 | New |
| STRS Ohio | 95,706 | $33.5M | 0.12% | −1,499−1.5% | Reduced |
| Pictet Asset Management Holding SA | 98,040 | $34.3M | 0.03% | +6,493+7.1% | Added |
| First Trust Advisors LP | 99,467 | $34.8M | 0.03% | +82,473+485.3% | Added |
| D. E. Shaw & Co., Inc. | 100,552 | $35.1M | 0.03% | +44,644+79.9% | Added |
| Bank of Montreal | 101,354 | $35.4M | 0.02% | +10,344+11.4% | Added |
| State Board of Administration of Florida Retirement System | 104,471 | $36.5M | 0.06% | −7,769−6.9% | Reduced |
| HighTower Advisors, LLC | 107,595 | $37.6M | 0.04% | +5,170+5.0% | Added |
| Standard Life Aberdeen plc | 113,251 | $39.0M | 0.06% | +13,305+13.3% | Added |
| Gamco Investors, Inc. Et Al | 113,546 | $39.7M | 0.39% | −2,080−1.8% | Reduced |
| Capital Advisors Inc | 117,822 | $41.2M | 0.69% | +116,653+9,978.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 127,091 | $44.4M | 0.14% | −19,616−13.4% | Reduced |
| Natixis Advisors, L.P. | 127,489 | $44.6M | 0.07% | −29,557−18.8% | Reduced |
| Truist Financial Corp | 127,601 | $44.6M | 0.06% | −6,201−4.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 129,757 | $45.4M | 0.12% | −21,416−14.2% | Reduced |
| Handelsbanken Fonder AB | 136,044 | $47.6M | 0.15% | +61,235+81.9% | Added |
| Adage Capital Partners GP, L.L.C. | 139,018 | $48.6M | 0.08% | −63,975−31.5% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 140,931 | $49.3M | 0.08% | +6,629+4.9% | Added |