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 |
|---|---|---|---|---|---|
| Bradley Foster & Sargent Inc | 668 | $233.5K | 0.00% | −3−0.4% | Reduced |
| JFS Wealth Advisors, LLC | 672 | $234.9K | 0.01% | +2+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 672 | $234.9K | 0.00% | −57−7.8% | Reduced |
| Carr Financial Group Corp | 674 | $235.7K | 0.06% | +2+0.3% | Added |
| Milestone Asset Management, LLC | 674 | $235.7K | 0.04% | +3+0.4% | Added |
| Coastal Bridge Advisors, LLC | 678 | $237.0K | 0.02% | −4−0.6% | Reduced |
| denkapparat Operations GmbH | 678 | $237.0K | 0.15% | +678 | New |
| Sentinus, LLC | 682 | $238.4K | 0.05% | +14+2.1% | Added |
| Fiduciary Wealth Partners, LLC | 682 | $238.5K | 0.10% | +682 | New |
| Cary Street Partners Financial LLC | 683 | $238.7K | 0.01% | −26−3.7% | Reduced |
| Capital Investment Advisory Services, LLC | 683 | $238.9K | 0.02% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 685 | $239.6K | 0.02% | +5+0.7% | Added |
| Paragon Private Wealth Management, LLC | 686 | $239.8K | 0.08% | +686 | New |
| LeClair Wealth Partners LLC | 688 | $240.5K | 0.15% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 688 | $240.5K | 0.09% | +1+0.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 695 | $242.9K | 0.11% | +74+11.9% | Added |
| Welch Capital Partners LLC | 696 | $243.0K | 0.05% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 700 | $244.7K | 0.05% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 702 | $245.4K | 0.10% | +702 | New |
| Signature Estate & Investment Advisors LLC | 702 | $245.5K | 0.01% | +1+0.1% | Added |
| Bryn Mawr Trust Co | 707 | $247.1K | 0.01% | −1,331−65.3% | Reduced |
| Sapient Capital LLC | 722 | $248.8K | 0.00% | +17+2.4% | Added |
| Per Stirling Capital Management, LLC. | 715 | $249.8K | 0.03% | +2+0.3% | Added |
| Basepoint Wealth LLC | 719 | $251.2K | 0.18% | +719 | New |
| Pallas Capital Advisors LLC | 719 | $251.2K | 0.01% | −11−1.5% | Reduced |
| AssuredPartners Investment Advisors, LLC | 719 | $251.4K | 0.06% | +719 | New |
| Childress Capital Advisors, LLC | 720 | $251.5K | 0.05% | +40+5.9% | Added |
| Ironwood Investment Counsel, LLC | 721 | $252.2K | 0.04% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 722 | $252.4K | 0.12% | −228−24.0% | Reduced |
| Howard Bailey Securities, LLC | 722 | $252.4K | 0.07% | −166−18.7% | Reduced |
| Leavell Investment Management, Inc. | 728 | $254.6K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 732 | $255.8K | 0.01% | −223−23.4% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 740 | $258.7K | 0.02% | +3+0.4% | Added |
| Cumberland Partners Ltd | 745 | $260.4K | 0.02% | −16−2.1% | Reduced |
| Colonial Trust Co | 747 | $261.1K | 0.04% | 00.0% | Unchanged |
| Maple Capital Management, Inc. | 750 | $262.1K | 0.02% | −3−0.4% | Reduced |
| Mach-1 Financial Group, Inc. | 751 | $262.5K | 0.04% | +751 | New |
| Integrity Advisory Solutions, LLC | 751 | $262.5K | 0.04% | +751 | New |
| Ethos Financial Group, LLC | 757 | $264.6K | 0.02% | +757 | New |
| NBC Securities, Inc. | 759 | $265.3K | 0.02% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 767 | $268.1K | 0.03% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 770 | $269.1K | 0.05% | −7−0.9% | Reduced |
| Washington Trust Bank | 770 | $269.1K | 0.02% | +54+7.5% | Added |
| Longboard Asset Management, LP | 773 | $270.2K | 0.44% | +773 | New |
| True North Advisors, LLC | 776 | $271.2K | 0.04% | +85+12.3% | Added |
| Quadrature Capital Ltd | 777 | $271.5K | 0.00% | +777 | New |
| Quadrant Private Wealth Management, LLC | 786 | $274.7K | 0.05% | +40+5.4% | Added |
| Hills Bank & Trust Co | 787 | $275.1K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 789 | $275.8K | 0.01% | +4+0.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 790 | $276.1K | 0.02% | −59−6.9% | Reduced |
| Whalen Wealth Management Inc. | 790 | $276.1K | 0.16% | +790 | New |
| Pinnacle Wealth Planning Services, Inc. | 791 | $276.5K | 0.03% | −79−9.1% | Reduced |
| Howe & Rusling Inc | 801 | $280.0K | 0.02% | −13−1.6% | Reduced |
| CX Institutional | 800 | $280.0K | 0.01% | −8−1.0% | Reduced |
| Advance Capital Management, Inc. | 803 | $280.7K | 0.01% | +3+0.4% | Added |
| Ritholtz Wealth Management | 805 | $281.2K | 0.01% | +14+1.8% | Added |
| Clarius Group, LLC | 808 | $282.4K | 0.02% | −539−40.0% | Reduced |
| Affinity Investment Advisors, LLC | 817 | $285.6K | 0.19% | −86−9.5% | Reduced |
| Maridea Wealth Management LLC | 812 | $286.5K | 0.04% | +812 | New |
| FNY Investment Advisers, LLC | 826 | $288.0K | 0.09% | +679+461.9% | Added |
| Sonora Investment Management Group, LLC | 824 | $288.0K | 0.02% | +7+0.9% | Added |
| Clark Capital Management Group, Inc. | 824 | $288.0K | 0.00% | +58+7.6% | Added |
| Chicago Partners Investment Group LLC | 800 | $289.7K | 0.01% | +62+8.4% | Added |
| A4 Wealth Advisors LLC | 831 | $290.5K | 0.24% | +831 | New |
| Advisor OS, LLC | 834 | $291.5K | 0.03% | −1−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 740 | $292.0K | 0.05% | −72−8.9% | Reduced |
| FineMark National Bank & Trust | 840 | $293.6K | 0.01% | −246−22.7% | Reduced |
| Drucker Wealth 3.0, LLC | 848 | $296.2K | 0.05% | +112+15.2% | Added |
| Professional Advisory Services Inc | 850 | $297.0K | 0.04% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 850 | $297.2K | 0.02% | +94+12.4% | Added |
| Kickstand Ventures, LLC. | 852 | $297.8K | 0.07% | −23−2.6% | Reduced |
| Old Mission Capital LLC | 856 | $299.2K | 0.01% | +856 | New |
| Pitcairn Co | 857 | $299.5K | 0.02% | −4−0.5% | Reduced |
| ERn Financial, LLC | 861 | $300.8K | 0.06% | −7−0.8% | Reduced |
| Key Financial Inc | 866 | $302.5K | 0.06% | −3−0.3% | Reduced |
| First Business Financial Services, Inc. | 867 | $303.0K | 0.03% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 868 | $303.4K | 0.09% | −989−53.3% | Reduced |
| Financial Engines Advisors L.L.C. | 872 | $304.8K | 0.00% | −2−0.2% | Reduced |
| Impact Partnership Wealth, LLC | 879 | $307.3K | 0.05% | +177+25.2% | Added |
| PDS Planning, Inc | 883 | $308.6K | 0.02% | −3−0.3% | Reduced |
| Tradition Wealth Management, LLC | 885 | $309.2K | 0.02% | −79−8.2% | Reduced |
| Patton Fund Management, Inc. | 886 | $309.7K | 0.06% | 00.0% | Unchanged |
| Private Management Group Inc | 891 | $311.4K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 898 | $312.4K | 0.03% | −629−41.2% | Reduced |
| Modera Wealth Management, LLC | 894 | $312.6K | 0.00% | 00.0% | Unchanged |
| Foster Group, Inc. | 900 | $314.6K | 0.01% | −126−12.3% | Reduced |
| Pine Harbor Wealth Management, LLC | 900 | $314.6K | 0.10% | 00.0% | Unchanged |
| Fragasso Group Inc. | 902 | $315.3K | 0.02% | +31+3.6% | Added |
| American National Bank | 902 | $315.3K | 0.03% | −60−6.2% | Reduced |
| BSW Wealth Partners | 905 | $316.4K | 0.04% | +166+22.5% | Added |
| Smart Money Group LLC | 911 | $318.3K | 0.09% | +3+0.3% | Added |
| Gladstone Institutional Advisory LLC | 911 | $318.5K | 0.01% | −382−29.5% | Reduced |
| Impact Capital Partners LLC | 912 | $318.8K | 0.10% | +8+0.9% | Added |
| Hudock, Inc. | 914 | $319.6K | 0.05% | +1+0.1% | Added |
| Second Line Capital, LLC | 916 | $320.2K | 0.07% | +3+0.3% | Added |
| Conning Inc. | 917 | $320.5K | 0.01% | 00.0% | Unchanged |
| Bishop & Co Investment Management, LLC | 918 | $320.9K | 0.11% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 918 | $321.0K | 0.00% | +215+30.6% | Added |
| Chelsea Counsel Co | 922 | $322.3K | 0.14% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 929 | $323.8K | 0.27% | +290+45.4% | Added |