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 |
|---|---|---|---|---|---|
| Keener Financial Planning LLC | 278 | $97.0K | 0.04% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 287 | $100.3K | 0.07% | 00.0% | Unchanged |
| Valley National Advisers Inc | 293 | $102.0K | 0.02% | −166−36.2% | Reduced |
| Asset Dedication, LLC | 294 | $102.8K | 0.01% | +10+3.5% | Added |
| Oakworth Capital, Inc. | 304 | $106.3K | 0.01% | +20+7.0% | Added |
| Onefund, LLC | 311 | $108.7K | 0.07% | +10+3.3% | Added |
| Nemes Rush Group LLC | 320 | $111.7K | 0.01% | −21−6.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 329 | $113.0K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 326 | $113.9K | 0.08% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 328 | $114.6K | 0.06% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 340 | $118.8K | 0.04% | +340 | New |
| First Command Advisory Services, Inc. | 343 | $119.9K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 353 | $123.0K | 0.08% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 372 | $129.9K | 0.01% | −323−46.5% | Reduced |
| Crews Bank & Trust | 374 | $130.7K | 0.02% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 380 | $132.8K | 0.01% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 389 | $136.0K | 0.00% | +389 | New |
| Rothschild Investment LLC | 394 | $137.7K | 0.01% | +13+3.4% | Added |
| Thompson Investment Management, Inc. | 400 | $139.8K | 0.02% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 400 | $140.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 416 | $145.4K | 0.01% | +222+114.4% | Added |
| Catalyst Capital Advisors LLC | 434 | $151.7K | 0.00% | −19−4.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 440 | $153.8K | 0.03% | +29+7.1% | Added |
| S&T Bank | 450 | $157.3K | 0.04% | 00.0% | Unchanged |
| Larson Financial Group LLC | 493 | $172.3K | 0.01% | +85+20.8% | Added |
| TFC Financial Management | 499 | $174.4K | 0.02% | −45−8.3% | Reduced |
| Coastline Trust Co | 500 | $174.8K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 503 | $175.8K | 0.01% | +5+1.0% | Added |
| State of Wyoming | 509 | $177.9K | 0.02% | −647−56.0% | Reduced |
| Icon Wealth Advisors, LLC | 510 | $178.3K | 0.01% | −272−34.8% | Reduced |
| Tompkins Financial Corp | 516 | $180.4K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 520 | $181.8K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 532 | $184.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 530 | $185.3K | 0.05% | −200−27.4% | Reduced |
| Wealth Watch Advisors, INC | 538 | $188.0K | 0.08% | +538 | New |
| Whittier Trust Co of Nevada Inc | 546 | $190.8K | 0.00% | −85−13.5% | Reduced |
| Banque de Luxembourg S.A. | 547 | $191.2K | 0.10% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 555 | $194.0K | 0.01% | −148−21.1% | Reduced |
| Fairview Capital Investment Management, LLC | 573 | $200.3K | 0.01% | +573 | New |
| Northwest Bancshares, Inc. | 573 | $200.3K | 0.03% | +573 | New |
| NBT Bank N A | 575 | $201.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 576 | $201.3K | 0.06% | +576 | New |
| United Asset Strategies, Inc. | 580 | $202.8K | 0.02% | −29−4.8% | Reduced |
| Aprio Wealth Management, LLC | 585 | $204.6K | 0.02% | +585 | New |
| Values First Advisors, Inc. | 589 | $205.8K | 0.11% | −20−3.3% | Reduced |
| Octavia Wealth Advisors, LLC | 596 | $208.3K | 0.02% | +596 | New |
| Battery Global Advisors, LLC | 598 | $209.0K | 0.10% | 00.0% | Unchanged |
| B&L Asset Management LLC | 599 | $209.4K | 0.11% | +599 | New |
| Greenwood Gearhart Inc | 600 | $209.7K | 0.01% | +600 | New |
| Farmers Trust Co | 600 | $209.7K | 0.04% | +600 | New |
| South Street Advisors LLC | 600 | $209.7K | 0.03% | +600 | New |
| Petix & Botte Co | 600 | $209.7K | 0.05% | +600 | New |
| Seamount Financial Group Inc | 600 | $209.7K | 0.10% | +600 | New |
| Cove Private Wealth, LLC | 600 | $209.7K | 0.07% | +600 | New |
| South Dakota Investment Council | 600 | $210.0K | 0.00% | −400−40.0% | Reduced |
| Accel Wealth Management | 605 | $211.5K | 0.06% | −85−12.3% | Reduced |
| GTS Securities LLC | 607 | $212.2K | 0.01% | +607 | New |
| Simmons Bank | 608 | $212.5K | 0.01% | +608 | New |
| Howard Capital Management Inc. | 608 | $212.5K | 0.00% | +608 | New |
| Aaron Wealth Advisors | 608 | $212.8K | 0.01% | +608 | New |
| Breakwater Capital Group | 609 | $212.9K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 608 | $213.0K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 610 | $213.2K | 0.00% | −28−4.4% | Reduced |
| Strategic Financial Services, Inc, | 610 | $213.2K | 0.01% | +610 | New |
| Krilogy Financial LLC | 590 | $213.9K | 0.01% | +590 | New |
| Siligmueller & Norvid Wealth Advisors LLC | 615 | $215.0K | 0.10% | +615 | New |
| Stenger Family Office, LLC | 597 | $215.8K | 0.05% | +597 | New |
| Catalyst Financial Partners LLC | 618 | $216.0K | 0.03% | +11+1.8% | Added |
| Sound View Wealth Advisors Group, LLC | 618 | $216.0K | 0.01% | −14−2.2% | Reduced |
| Gouws Capital LLC | 619 | $216.4K | 0.12% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 620 | $216.7K | 0.02% | +1+0.2% | Added |
| Stokes Family Office, LLC | 621 | $217.1K | 0.02% | +3+0.5% | Added |
| Armstrong Advisory Group, Inc | 621 | $217.1K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 623 | $217.5K | 0.02% | −4−0.6% | Reduced |
| Victory Financial Group, LLC | 630 | $217.8K | 0.03% | −94−13.0% | Reduced |
| VSM Wealth Advisory, LLC | 623 | $217.9K | 0.07% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 628 | $219.0K | 0.00% | +7+1.1% | Added |
| Crawford Investment Counsel Inc | 627 | $219.2K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 627 | $219.2K | 0.01% | +627 | New |
| Central Trust Co | 628 | $219.5K | 0.00% | 00.0% | Unchanged |
| Flagstone Financial Management | 631 | $220.6K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 633 | $221.5K | 0.08% | −1−0.2% | Reduced |
| Great Waters Wealth Management | 634 | $221.6K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 635 | $222.0K | 0.05% | 00.0% | Unchanged |
| Centric Wealth Management | 607 | $223.6K | 0.05% | +5+0.8% | Added |
| Estabrook Capital Management | 640 | $223.7K | 0.03% | 00.0% | Unchanged |
| PharVision Advisers, LLC | 647 | $226.1K | 0.13% | −191−22.8% | Reduced |
| Beacon Investment Advisory Services, Inc. | 649 | $226.8K | 0.01% | +19+3.0% | Added |
| Mather Group, LLC. | 650 | $227.2K | 0.00% | +15+2.4% | Added |
| 111 Capital | 651 | $227.5K | 0.04% | −912−58.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 653 | $228.2K | 0.02% | +42+6.9% | Added |
| Vantage Point Financial LLC | 656 | $229.3K | 0.09% | +1+0.2% | Added |
| Atom Investors LP | 659 | $230.3K | 0.02% | −11,569−94.6% | Reduced |
| Aries Wealth Management | 660 | $230.7K | 0.05% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $232.0K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 666 | $232.7K | 0.01% | +25+3.9% | Added |
| Citizens & Northern Corp | 666 | $232.8K | 0.06% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 667 | $233.1K | 0.02% | +667 | New |
| LexAurum Advisors, LLC | 667 | $233.1K | 0.03% | +667 | New |
| Diligent Investors, LLC | 668 | $233.3K | 0.06% | −248−27.1% | Reduced |