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 |
|---|---|---|---|---|---|
| SEI Investments Co | 145,429 | $50.8M | 0.05% | +7,008+5.1% | Added |
| Pinebridge Investments, L.P. | 151,212 | $52.9M | 0.39% | −2,236−1.5% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $54.1M | 0.44% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 155,319 | $54.3M | 0.28% | −41,753−21.2% | Reduced |
| National Pension Service | 161,151 | $56.3M | 0.04% | +1,170+0.7% | Added |
| Nissay Asset Management Corp | 161,637 | $56.5M | 0.31% | +147,340+1,030.6% | Added |
| Millennium Management LLC | 162,426 | $56.8M | 0.04% | −92,774−36.4% | Reduced |
| BNP Paribas Arbitrage, SA | 162,944 | $57.0M | 0.04% | −6,514−3.8% | Reduced |
| Principal Financial Group Inc | 165,112 | $57.7M | 0.03% | −85,031−34.0% | Reduced |
| Stephens Investment Management Group LLC | 165,437 | $57.8M | 0.75% | −6,508−3.8% | Reduced |
| UniSuper Management Pty Ltd | 167,535 | $58.6M | 0.36% | +1,489+0.9% | Added |
| Waters Parkerson & Co., LLC | 169,388 | $59.2M | 2.89% | −501−0.3% | Reduced |
| Ameriprise Financial Inc | 170,391 | $59.6M | 0.01% | +12,714+8.1% | Added |
| Ceredex Value Advisors LLC | 170,687 | $59.7M | 1.38% | −56,501−24.9% | Reduced |
| California State Teachers Retirement System | 171,455 | $59.9M | 0.06% | −1,789−1.0% | Reduced |
| Neuberger Berman Group LLC | 176,917 | $61.8M | 0.05% | +81,560+85.5% | Added |
| Citigroup Inc | 177,090 | $61.9M | 0.04% | −55,978−24.0% | Reduced |
| Kames Capital plc | 178,076 | $62.2M | 0.74% | +6,302+3.7% | Added |
| Acadian Asset Management LLC | 179,086 | $62.6M | 0.11% | +92,895+107.8% | Added |
| LPL Financial LLC | 182,256 | $63.7M | 0.02% | −322−0.2% | Reduced |
| Los Angeles Capital Management LLC | 182,727 | $63.9M | 0.22% | −9,422−4.9% | Reduced |
| Birch Hill Investment Advisors LLC | 195,753 | $68.4M | 2.89% | −1,598−0.8% | Reduced |
| FMR LLC | 198,259 | $69.3M | 0.00% | +6,995+3.7% | Added |
| California Public Employees Retirement System | 198,888 | $69.5M | 0.04% | +11,883+6.4% | Added |
| Reynders McVeigh Capital Management, LLC | 201,380 | $70.4M | 3.30% | +2,311+1.2% | Added |
| Westfield Capital Management Co LP | 204,335 | $71.4M | 0.30% | −10,345−4.8% | Reduced |
| Stifel Financial Corp | 211,537 | $73.9M | 0.07% | −3,207−1.5% | Reduced |
| Envestnet Asset Management Inc | 213,040 | $74.5M | 0.02% | −14,391−6.3% | Reduced |
| Rhumbline Advisers | 214,199 | $74.9M | 0.06% | −453−0.2% | Reduced |
| Fullerton Fund Management Co Ltd. | 214,469 | $75.0M | 2.90% | +38,705+22.0% | Added |
| HSBC Holdings PLC | 229,568 | $80.1M | 0.05% | +38,320+20.0% | Added |
| Canada Pension Plan Investment Board | 230,692 | $80.6M | 0.06% | +52,510+29.5% | Added |
| Assenagon Asset Management S.A. | 235,307 | $82.2M | 0.12% | +32,519+16.0% | Added |
| Huntington National Bank | 246,530 | $86.2M | 0.53% | +18,419+8.1% | Added |
| Sterling Capital Management LLC | 249,767 | $87.3M | 1.28% | −30,807−11.0% | Reduced |
| Schroder Investment Management Group | 260,172 | $89.6M | 0.07% | +162,805+167.2% | Added |
| Jennison Associates LLC | 262,727 | $91.8M | 0.05% | +190,034+261.4% | Added |
| Wells Fargo & Company | 266,821 | $93.3M | 0.02% | −2,693−1.0% | Reduced |
| Squarepoint Ops LLC | 267,513 | $93.5M | 0.20% | +63,034+30.8% | Added |
| Great West Life Assurance Co | 281,048 | $96.8M | 0.14% | +42,099+17.6% | Added |
| Prudential Financial Inc | 277,174 | $96.9M | 0.12% | −14,889−5.1% | Reduced |
| Blair William & Co | 279,199 | $97.6M | 0.26% | +2,270+0.8% | Added |
| Great Lakes Advisors, LLC | 281,678 | $98.5M | 0.82% | −2,255−0.8% | Reduced |
| Barclays PLC | 297,095 | $103.8M | 0.04% | −109,240−26.9% | Reduced |
| Nuveen, LLC | 298,938 | $104.5M | 0.03% | −4,475−1.5% | Reduced |
| Man Group plc | 300,689 | $105.1M | 0.20% | +134,313+80.7% | Added |
| Saturna Capital CORP | 301,507 | $105.4M | 1.36% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 321,722 | $112.5M | 0.23% | +303,506+1,666.2% | Added |
| Arrowstreet Capital, Limited Partnership | 321,964 | $112.5M | 0.07% | +179,606+126.2% | Added |
| King Luther Capital Management Corp | 324,349 | $113.4M | 0.47% | −3,372−1.0% | Reduced |
| Swiss National Bank | 324,900 | $113.6M | 0.07% | −17,400−5.1% | Reduced |
| Deutsche Bank AG | 344,220 | $120.3M | 0.04% | −68,342−16.6% | Reduced |
| Ontario Teachers Pension Plan Board | 346,430 | $121.1M | 2.80% | −8,362−2.4% | Reduced |
| Quilter Plc | 353,329 | $123.5M | 2.12% | −9,191−2.5% | Reduced |
| Franklin Resources Inc | 354,181 | $123.8M | 0.03% | −50,043−12.4% | Reduced |
| Champlain Investment Partners, LLC | 356,115 | $124.5M | 0.94% | −145,822−29.1% | Reduced |
| Worldquant Millennium Advisors LLC | 363,034 | $126.9M | 0.55% | +29,873+9.0% | Added |
| Primecap Management Co | 381,112 | $133.2M | 0.10% | −4,920−1.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 391,646 | $136.9M | 0.10% | +12,087+3.2% | Added |
| DekaBank Deutsche Girozentrale | 417,024 | $142.8M | 0.24% | 00.0% | Unchanged |
| Mairs & Power Inc | 410,777 | $143.6M | 1.35% | −2,145−0.5% | Reduced |
| Davenport & Co LLC | 418,828 | $145.9M | 0.78% | −4,405−1.0% | Reduced |
| Thrivent Financial for Lutherans | 447,635 | $156.5M | 0.31% | −10,054−2.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 465,446 | $162.7M | 0.24% | +66,137+16.6% | Added |
| Citadel Advisors LLC | 468,985 | $163.9M | 0.13% | −71,420−13.2% | Reduced |
| Raymond James Financial Inc | 469,133 | $164.0M | 0.05% | +85,741+22.4% | Added |
| Voya Investment Management LLC | 514,469 | $179.8M | 0.18% | +250,319+94.8% | Added |
| Royal Bank of Canada | 530,040 | $185.3M | 0.03% | +219,866+70.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 538,376 | $188.2M | 0.17% | +488,125+971.4% | Added |
| Nordea Investment Management AB | 617,081 | $215.8M | 0.19% | +157,601+34.3% | Added |
| Legal & General Group Plc | 704,363 | $246.2M | 0.06% | +14,498+2.1% | Added |
| Dimensional Fund Advisors LP | 723,133 | $252.7M | 0.05% | −123,020−14.5% | Reduced |
| Bank of New York Mellon Corp | 723,937 | $253.0M | 0.05% | −1,755−0.2% | Reduced |
| Alecta Pensionsforsakring, Omsesidigt | 776,875 | $271.4M | 1.21% | −114,000−12.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 778,014 | $271.9M | 0.43% | +8,942+1.2% | Added |
| JPMorgan Chase & Co | 819,708 | $286.5M | 0.02% | +451,038+122.3% | Added |
| Fisher Asset Management, LLC | 822,501 | $287.5M | 0.10% | +29,998+3.8% | Added |
| Amundi | 870,638 | $303.5M | 0.10% | −213,714−19.7% | Reduced |
| Victory Capital Management Inc | 856,475 | $328.9M | 0.21% | −162,378−15.9% | Reduced |
| Holocene Advisors, LP | 989,429 | $345.8M | 0.79% | +122,437+14.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 997,190 | $348.5M | 0.20% | −9,385−0.9% | Reduced |
| Alliancebernstein L.P. | 1,016,275 | $355.2M | 0.11% | −143,988−12.4% | Reduced |
| UBS Asset Management Americas Inc | 1,084,915 | $379.2M | 0.08% | −216,367−16.6% | Reduced |
| Invesco Ltd. | 1,235,788 | $431.9M | 0.07% | +132,637+12.0% | Added |
| Bank of America Corp | 1,324,288 | $462.9M | 0.03% | +71,351+5.7% | Added |
| Lazard Asset Management LLC | 1,416,876 | $495.2M | 0.67% | −575,144−28.9% | Reduced |
| Northern Trust Corp | 1,423,449 | $497.5M | 0.06% | +49,477+3.6% | Added |
| Charles Schwab Investment Management Inc | 1,563,078 | $546.3M | 0.09% | −15,585−1.0% | Reduced |
| UBS Group AG | 1,972,045 | $689.3M | 0.13% | −642,235−24.6% | Reduced |
| Goldman Sachs Group Inc | 2,080,266 | $727.1M | 0.11% | +92,222+4.6% | Added |
| Morgan Stanley | 2,645,819 | $924.8M | 0.06% | +88,538+3.5% | Added |
| Geode Capital Management, LLC | 2,906,646 | $1.01B | 0.06% | +32,218+1.1% | Added |
| Price T Rowe Associates Inc | 3,223,188 | $1.13B | 0.12% | −1,761,977−35.3% | Reduced |
| State Street Corp | 4,793,425 | $1.68B | 0.06% | +42,809+0.9% | Added |
| BlackRock, Inc. | 9,792,952 | $3.42B | 0.06% | +1,059,228+12.1% | Added |
| Vanguard Group Inc | 14,091,842 | $4.93B | 0.07% | +33,436+0.2% | Added |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −56,694−100.0% | Sold out |
| Wim Investment Management Ltd | 0 | $0 | 0.00% | −51,500−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −51,191−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −31,717−100.0% | Sold out |