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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
Pinnbrook Capital Management LP0$00.00%−27,710−100.0%Sold out
Entropy Technologies, LP0$00.00%−17,691−100.0%Sold out
AXA S.A.0$00.00%−16,718−100.0%Sold out
HRT Financial LP0$00.00%−11,033−100.0%Sold out
Wolverine Trading, LLC0$00.00%−10,387−100.0%Sold out
Stance Capital LLC0$00.00%−7,840−100.0%Sold out
Walleye Trading LLC0$00.00%−7,247−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−6,561−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−5,498−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−5,317−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−4,125−100.0%Sold out
Convergence Investment Partners, LLC0$00.00%−3,953−100.0%Sold out
GAM Holding AG0$00.00%−3,732−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−3,010−100.0%Sold out
Garland Capital Management Inc0$00.00%−2,940−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−2,912−100.0%Sold out
Oak Thistle LLC0$00.00%−2,782−100.0%Sold out
Banco Santander, S.A.0$00.00%−2,512−100.0%Sold out
Mirae Asset Securities (USA) Inc.0$00.00%−2,406−100.0%Sold out
Buckingham Strategic Partners0$00.00%−2,155−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−2,000−100.0%Sold out
Nixon Peabody Trust Co0$00.00%−1,460−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−1,318−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−1,308−100.0%Sold out
Orrstown Financial Services Inc0$00.00%−1,200−100.0%Sold out
Petrus Trust Company, LTA0$00.00%−1,132−100.0%Sold out
Summit X, LLC0$00.00%−1,124−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−1,100−100.0%Sold out
Almanack Investment Partners, LLC.0$00.00%−1,094−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,071−100.0%Sold out
Grange Capital, LLC0$00.00%−1,050−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−1,001−100.0%Sold out
RW Investment Management LLC0$00.00%−1,000−100.0%Sold out
1776 Wealth LLC0$00.00%−979−100.0%Sold out
KLCM Advisors, Inc.0$00.00%−966−100.0%Sold out
Stevens Capital Management LP0$00.00%−964−100.0%Sold out
MBB Public Markets I LLC0$00.00%−949−100.0%Sold out
Cambiar Investors LLC0$00.00%−878−100.0%Sold out
Keystone Investors Pte Ltd0$00.00%−874−100.0%Sold out
Aviso Financial Inc.0$00.00%−859−100.0%Sold out
Wells Trecaso Financial Group, LLC0$00.00%−800−100.0%Sold out
Sicart Associates LLC0$00.00%−775−100.0%Sold out
Proficio Capital Partners LLC0$00.00%−730−100.0%Sold out
Signal Advisors Wealth, LLC0$00.00%−694−100.0%Sold out
Winton Group Ltd0$00.00%−667−100.0%Sold out
Trust Investment Advisors0$00.00%−664−100.0%Sold out
Chemung Canal Trust Co0$00.00%−633−100.0%Sold out
Paragon Capital Management Ltd0$00.00%−632−100.0%Sold out
Clear Creek Financial Management, LLC0$00.00%−625−100.0%Sold out
Cidel Asset Management Inc0$00.00%−613−100.0%Sold out
Farmers & Merchants Trust Co of Long Beach0$00.00%−608−100.0%Sold out
Gitterman Wealth Management, LLC0$00.00%−579−100.0%Sold out
Westpac Banking Corp0$00.00%−427−100.0%Sold out
Eq Wealth Advisors, LLC0$00.00%−393−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−348−100.0%Sold out
Advantage Trust Co0$00.00%−200−100.0%Sold out
GeoWealth Management, LLC0$00.00%−134−100.0%Sold out
Legend Financial Advisors, Inc.0$00.00%−117−100.0%Sold out
Cooksen Wealth, LLC0$00.00%−114−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−103−100.0%Sold out
NewSquare Capital LLC0$00.00%−71−100.0%Sold out
Whipplewood Advisors, LLC0$00.00%−56−100.0%Sold out
Riggs Asset Managment Co. Inc.0$00.00%−51−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−51−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−34−100.0%Sold out
Kestra Investment Management, LLC0$00.00%−39−100.0%Sold out
Kiker Wealth Management, LLC0$00.00%−30−100.0%Sold out
Fuller & Thaler Asset Management, Inc.0$00.00%−29−100.0%Sold out
Total Investment Management Inc0$00.00%−28−100.0%Sold out
Silicon Valley Capital Partners0$00.00%−17−100.0%Sold out
Sierra Ocean, LLC0$00.00%−16−100.0%Sold out
Ridgewood Investments LLC0$00.00%−13−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−10−100.0%Sold out
Transce3nd, LLC0$00.00%−9−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−7−100.0%Sold out
Smallwood Wealth Investment Management, LLC0$00.00%−6−100.0%Sold out
Tobam0$00.00%−4−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−3−100.0%Sold out
WealthTrak Capital Management LLC0$00.00%−3−100.0%Sold out
Stephens Consulting, LLC0$00.00%−2−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−1−100.0%Sold out
Arlington Trust Co LLC0$00.00%−1−100.0%Sold out
Norges Bank––––Not filed
EP Wealth Advisors, LLC––––Not filed
CIBC World Markets Corp––––Not filed
Avantax Advisory Services, Inc.––––Not filed
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH––––Not filed
Atria Wealth Solutions, Inc.––––Not filed
Forte Capital LLC––––Not filed
Elios Financial Group Inc.––––Not filed
Aurora Private Wealth, Inc.––––Not filed
Belmont Capital, LLC––––Not filed
Congress Wealth Management LLC––––Not filed
Graypoint LLC––––Not filed
Enterprise Bank & Trust Co––––Not filed
Foguth Wealth Management, LLC.––––Not filed
Financial Gravity Companies, Inc.––––Not filed
First Horizon Advisors, Inc.––––Not filed
Iron Horse Wealth Management, LLC––––Not filed
Semmax Financial Advisors Inc.––––Not filed