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 |
|---|---|---|---|---|---|
| Orion Capital Management LLC | 41 | $14.2K | 0.00% | +1+2.5% | Added |
| N.E.W. Advisory Services LLC | 41 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $14.7K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 42 | $14.7K | 0.01% | +42 | New |
| Financial Management Professionals, Inc. | 46 | $16.1K | 0.00% | +7+17.9% | Added |
| Archer Investment Corp | 48 | $16.8K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 48 | $16.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 48 | $16.8K | 0.00% | +41+585.7% | Added |
| GW&K Investment Management, LLC | 49 | $17.0K | 0.00% | +2+4.3% | Added |
| Mascoma Wealth Management LLC | 50 | $17.5K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $17.5K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 51 | $17.8K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 53 | $18.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 57 | $19.9K | 0.01% | −81−58.7% | Reduced |
| Albion Financial Group | 57 | $19.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 56 | $20.0K | 0.00% | +44+366.7% | Added |
| Rosenberg Matthew Hamilton | 62 | $21.7K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 63 | $22.0K | 0.02% | −9−12.5% | Reduced |
| Delta Asset Management LLC | 63 | $22.0K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 63 | $22.2K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 64 | $22.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 64 | $22.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 64 | $22.4K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 65 | $22.7K | 0.00% | +65 | New |
| Essex Investment Management Co LLC | 70 | $24.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 70 | $24.5K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 71 | $24.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 72 | $25.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 73 | $25.6K | 0.01% | +1+1.4% | Added |
| Pinnacle Bancorp, Inc. | 74 | $25.9K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $26.2K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $27.6K | 0.02% | 00.0% | Unchanged |
| Birchbrook, Inc. | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $28.4K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $28.7K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 90 | $31.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 91 | $31.8K | 0.06% | +75+468.8% | Added |
| Pathway Financial Advisers, LLC | 94 | $32.5K | 0.01% | +94 | New |
| Grove Bank & Trust | 94 | $32.9K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 96 | $33.6K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $35.0K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $35.0K | 0.01% | +50+100.0% | Added |
| TSFG, LLC | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 107 | $37.4K | 0.01% | −413−79.4% | Reduced |
| Maryland Capital Advisors Inc. | 111 | $38.8K | 0.01% | −43−27.9% | Reduced |
| Motco | 112 | $39.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $39.1K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 117 | $40.9K | 0.00% | +1+0.9% | Added |
| Sachetta, LLC | 120 | $42.1K | 0.02% | +108+900.0% | Added |
| Team Financial Group, LLC | 122 | $42.5K | 0.02% | +1+0.8% | Added |
| IAG Wealth Partners, LLC | 124 | $43.4K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 125 | $43.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 125 | $43.7K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 125 | $43.7K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 129 | $45.1K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 131 | $45.8K | 0.00% | −9−6.4% | Reduced |
| Flagship Wealth Advisors, LLC | 133 | $46.5K | 0.02% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,121 | $47.2K | 0.04% | +956+579.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 135 | $47.2K | 0.00% | +135 | New |
| Rogco, LP | 139 | $48.6K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 148 | $51.7K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 150 | $52.6K | 0.03% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 154 | $53.8K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 160 | $55.9K | 0.00% | +160 | New |
| Transamerica Financial Advisors, Inc. | 163 | $56.7K | 0.00% | +107+191.1% | Added |
| Wexford Capital LP | 165 | $57.7K | 0.02% | −114−40.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $57.7K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 168 | $58.8K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 171 | $59.8K | 0.03% | +10+6.2% | Added |
| ORG Partners LLC | 173 | $60.5K | 0.01% | +7+4.2% | Added |
| Asset Planning,Inc | 173 | $60.5K | 0.04% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 178 | $62.2K | 0.02% | +178 | New |
| Cary Street Partner Investment Advisory LLC | 182 | $63.6K | 0.03% | +2+1.1% | Added |
| Root Financial Partners, LLC | 183 | $64.0K | 0.00% | +183 | New |
| Covestor Ltd | 183 | $64.0K | 0.04% | −241−56.8% | Reduced |
| Aventura Private Wealth, LLC | 186 | $65.0K | 0.02% | +3+1.6% | Added |
| Clear Street Markets LLC | 195 | $68.2K | 0.02% | +119+156.6% | Added |
| Brown, Lisle/Cummings, Inc. | 200 | $69.9K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 206 | $72.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 219 | $76.0K | 0.01% | +4+1.9% | Added |
| Wealth Preservation Advisors, LLC | 219 | $76.5K | 0.04% | +5+2.3% | Added |
| Quent Capital, LLC | 220 | $77.0K | 0.01% | +220 | New |
| Hoese & Co LLP | 225 | $78.6K | 0.06% | 00.0% | Unchanged |
| Breakwater Investment Management | 226 | $79.0K | 0.03% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 230 | $80.4K | 0.01% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 236 | $82.5K | 0.01% | +86+57.3% | Added |
| Lowe Wealth Advisors, LLC | 248 | $86.7K | 0.03% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $87.0K | 0.03% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $87.4K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $87.5K | 0.04% | 00.0% | Unchanged |
| Country Trust Bank | 254 | $88.8K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 255 | $89.1K | 0.01% | +1+0.4% | Added |
| Johnson Financial Group, Inc. | 259 | $90.5K | 0.00% | +14+5.7% | Added |
| St Germain D J Co Inc | 262 | $91.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 270 | $94.4K | 0.01% | +1+0.4% | Added |
| Ossiam | 271 | $94.7K | 0.00% | −1,837−87.1% | Reduced |
| Sentry Investment Management LLC | 274 | $95.0K | 0.06% | −55−16.7% | Reduced |
| Bell Investment Advisors, Inc | 275 | $96.1K | 0.02% | 00.0% | Unchanged |