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 |
|---|---|---|---|---|---|
| Optimize Financial Inc | 933 | $326.1K | 0.17% | +933 | New |
| WealthPLAN Partners, LLC | 934 | $326.5K | 0.05% | −25−2.6% | Reduced |
| Crestwood Advisors Group LLC | 937 | $327.5K | 0.01% | +101+12.1% | Added |
| Fort Point Capital Partners LLC | 940 | $328.6K | 0.04% | −134−12.5% | Reduced |
| Numerai GP LLC | 949 | $331.7K | 0.05% | +949 | New |
| Principal Securities, Inc. | 959 | $335.2K | 0.01% | −175−15.4% | Reduced |
| EverSource Wealth Advisors, LLC | 971 | $339.4K | 0.01% | +172+21.5% | Added |
| Pettyjohn, Wood & White, Inc | 982 | $343.2K | 0.06% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 982 | $343.3K | 0.01% | −287−22.6% | Reduced |
| Dillon & Associates Inc | 984 | $344.0K | 0.04% | +18+1.9% | Added |
| Tradewinds, LLC. | 988 | $345.4K | 0.08% | +988 | New |
| Eastern Bank | 990 | $346.0K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 990 | $346.0K | 0.07% | +4+0.4% | Added |
| Financial Security Advisor, Inc. | 993 | $347.1K | 0.07% | +13+1.3% | Added |
| Seven Mile Advisory | 994 | $347.4K | 0.06% | +183+22.6% | Added |
| Live Oak Private Wealth LLC | 999 | $349.2K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 994 | $349.3K | 0.02% | −390−28.2% | Reduced |
| Warther Private Wealth, LLC | 1,000 | $349.5K | 0.08% | −3−0.3% | Reduced |
| Founders Financial Securities LLC | 1,000 | $349.5K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $349.5K | 0.09% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,000 | $349.5K | 0.05% | 00.0% | Unchanged |
| FMB Wealth Management | 1,003 | $350.6K | 0.15% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,016 | $351.6K | 0.08% | +1+0.1% | Added |
| Certified Advisory Corp | 1,008 | $352.3K | 0.03% | 00.0% | Unchanged |
| Kooman & Associates | 1,014 | $354.4K | 0.11% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,015 | $354.9K | 0.01% | +32+3.3% | Added |
| Welch & Forbes LLC | 1,016 | $355.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,017 | $355.5K | 0.03% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,018 | $355.8K | 0.13% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,022 | $357.2K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,025 | $358.3K | 0.01% | −39−3.7% | Reduced |
| ExodusPoint Capital Management, LP | 1,029 | $359.7K | 0.01% | +1,029 | New |
| Forum Financial Management, LP | 1,032 | $360.7K | 0.00% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 1,038 | $362.8K | 0.02% | −1,377−57.0% | Reduced |
| Level Four Advisory Services, LLC | 1,040 | $363.5K | 0.01% | +257+32.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 1,040 | $363.6K | 0.01% | +104+11.1% | Added |
| NorthRock Partners, LLC | 1,042 | $364.2K | 0.01% | +1,042 | New |
| Plancorp, LLC | 1,043 | $364.6K | 0.01% | −2−0.2% | Reduced |
| Cahill Financial Advisors Inc | 1,044 | $364.8K | 0.04% | −219−17.3% | Reduced |
| Carnegie Lake Advisors LLC | 1,048 | $366.3K | 0.14% | 00.0% | Unchanged |
| Ieq Capital, LLC | 1,049 | $366.7K | 0.00% | −8,127−88.6% | Reduced |
| Kelly Financial Services LLC | 1,053 | $367.9K | 0.10% | −29−2.7% | Reduced |
| Change Path, LLC | 1,056 | $369.1K | 0.01% | −432−29.0% | Reduced |
| Ellevest, Inc. | 1,056 | $369.1K | 0.05% | +1,056 | New |
| West Michigan Advisors, LLC | 1,062 | $371.2K | 0.09% | +229+27.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,062 | $371.2K | 0.02% | +300+39.4% | Added |
| Strategic Blueprint, LLC | 1,066 | $372.6K | 0.02% | +1,066 | New |
| R Squared Ltd | 1,075 | $375.7K | 0.16% | +1,075 | New |
| Vicus Capital | 1,076 | $376.1K | 0.03% | +4+0.4% | Added |
| Jacobi Capital Management LLC | 1,079 | $377.0K | 0.02% | +13+1.2% | Added |
| Rebalance, LLC | 1,081 | $377.8K | 0.02% | −2−0.2% | Reduced |
| Garner Asset Management Corp | 1,090 | $380.9K | 0.15% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,129 | $382.2K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 1,096 | $383.0K | 0.05% | 00.0% | Unchanged |
| WJ Wealth Management, LLC | 1,040 | $383.1K | 0.17% | −1,040−50.0% | Reduced |
| Skopos Labs, Inc. | 1,165 | $384.4K | 0.05% | −49−4.0% | Reduced |
| Revolve Wealth Partners, LLC | 1,100 | $384.4K | 0.05% | +9+0.8% | Added |
| Capital Investment Counsel, Inc | 1,105 | $386.2K | 0.05% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,112 | $389.0K | 0.02% | −1,419−56.1% | Reduced |
| Tealwood Asset Management Inc | 1,120 | $391.0K | 0.16% | 00.0% | Unchanged |
| DMG Group, LLC | 1,120 | $391.5K | 0.27% | +40+3.7% | Added |
| MainStreet Investment Advisors LLC | 1,123 | $392.5K | 0.05% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 1,127 | $393.9K | 0.22% | +1,127 | New |
| Beck Bode, LLC | 1,131 | $395.5K | 0.06% | +1,131 | New |
| Cedar Point Capital Partners, LLC | 1,134 | $396.4K | 0.26% | 00.0% | Unchanged |
| Brookstone Capital Management | 1,139 | $398.0K | 0.00% | +38+3.5% | Added |
| Cornerstone Wealth Group, LLC | 1,144 | $399.9K | 0.03% | −71−5.8% | Reduced |
| Brown Brothers Harriman & Co | 1,145 | $400.2K | 0.00% | +496+76.4% | Added |
| Sagespring Wealth Partners, LLC | 1,148 | $401.3K | 0.01% | +236+25.9% | Added |
| Pacifica Partners Inc. | 1,149 | $401.4K | 0.14% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 1,150 | $402.0K | 0.22% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,153 | $403.1K | 0.03% | −159−12.1% | Reduced |
| Madden Securities Corp | 1,155 | $403.7K | 0.12% | −60−4.9% | Reduced |
| FORA Capital, LLC | 1,158 | $404.8K | 0.07% | +1,158 | New |
| Copley Financial Group, Inc. | 1,160 | $405.5K | 0.28% | +1,160 | New |
| Associated Banc-Corp | 1,162 | $406.2K | 0.01% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 1,165 | $407.2K | 0.06% | +125+12.0% | Added |
| Pensionmark Financial Group, LLC | 1,166 | $407.4K | 0.01% | −158−11.9% | Reduced |
| First Community Trust NA | 1,168 | $408.3K | 0.32% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,172 | $409.6K | 0.13% | −683−36.8% | Reduced |
| Savvy Advisors, Inc. | 1,173 | $410.0K | 0.02% | +40+3.5% | Added |
| Robertson Stephens Wealth Management, LLC | 1,174 | $410.4K | 0.01% | +4+0.3% | Added |
| ProVise Management Group, LLC | 1,177 | $411.4K | 0.03% | −150−11.3% | Reduced |
| Sowell Financial Services LLC | 1,178 | $411.8K | 0.02% | +1,178 | New |
| Profund Advisors LLC | 1,181 | $412.8K | 0.01% | −87−6.9% | Reduced |
| Boston Private Wealth LLC | 1,182 | $413.1K | 0.02% | −228−16.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 1,187 | $415.0K | 0.10% | +1+0.1% | Added |
| Keel Point, LLC | 1,192 | $416.7K | 0.03% | +33+2.8% | Added |
| Stanley-Laman Group, Ltd. | 1,195 | $417.7K | 0.06% | +1,195 | New |
| Tyche Wealth Partners LLC | 1,200 | $419.4K | 0.07% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 1,206 | $421.5K | 0.02% | +19+1.6% | Added |
| Wealthcare Advisory Partners LLC | 1,207 | $421.9K | 0.01% | +65+5.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,209 | $422.6K | 0.03% | +67+5.9% | Added |
| Crescent Grove Advisors, LLC | 1,209 | $422.7K | 0.04% | +387+47.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,210 | $422.8K | 0.23% | +78+6.9% | Added |
| Ronald Blue Trust, Inc. | 1,216 | $425.0K | 0.00% | +3+0.2% | Added |
| Steinberg Asset Management LLC | 1,223 | $427.5K | 0.31% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 1,224 | $427.8K | 0.00% | +1,224 | New |
| Navalign, LLC | 1,225 | $428.1K | 0.11% | +5+0.4% | Added |
| Checchi Capital Advisers, LLC | 1,228 | $429.2K | 0.03% | −173−12.3% | Reduced |