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 |
|---|---|---|---|---|---|
| Clifford Swan Investment Counsel LLC | 1,244 | $434.8K | 0.01% | −1−0.1% | Reduced |
| Monticello Wealth Management, LLC | 1,245 | $435.2K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,247 | $435.9K | 0.02% | +76+6.5% | Added |
| Centerpoint Advisors, LLC | 1,250 | $437.0K | 0.14% | 00.0% | Unchanged |
| West Wealth Group, LLC | 1,241 | $437.0K | 0.10% | −148−10.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,253 | $438.1K | 0.00% | +180+16.8% | Added |
| Bridges Investment Management Inc | 1,254 | $438.3K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 1,264 | $441.9K | 0.02% | −889−41.3% | Reduced |
| Cannon Financial Strategists, Inc. | 1,268 | $443.1K | 0.06% | +130+11.4% | Added |
| Hilltop Holdings Inc. | 1,273 | $445.0K | 0.02% | −720−36.1% | Reduced |
| Rehmann Capital Advisory Group | 1,275 | $445.6K | 0.02% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 1,279 | $446.9K | 0.01% | +2+0.2% | Added |
| Fiduciary Alliance LLC | 1,287 | $449.8K | 0.03% | +21+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 1,292 | $451.6K | 0.01% | −285−18.1% | Reduced |
| Cullinan Associates Inc | 1,300 | $454.4K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $454.4K | 0.31% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,301 | $454.8K | 0.01% | +622+91.6% | Added |
| Formidable Asset Management, LLC | 1,378 | $457.7K | 0.07% | 00.0% | Unchanged |
| Brown Financial Advisors | 1,312 | $458.6K | 0.17% | +1,312 | New |
| Meeder Advisory Services, Inc. | 1,315 | $459.7K | 0.02% | −372−22.1% | Reduced |
| Patron Partners Advisors, LLC | 1,321 | $461.7K | 0.21% | 00.0% | Unchanged |
| Resources Management Corp | 1,329 | $465.0K | 0.06% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 1,331 | $465.2K | 0.03% | +6+0.5% | Added |
| Richards, Merrill & Peterson, Inc. | 1,333 | $465.8K | 0.20% | +171+14.7% | Added |
| Harbour Investments, Inc. | 1,334 | $466.2K | 0.01% | −139−9.4% | Reduced |
| Parallel Advisors, LLC | 1,347 | $471.0K | 0.01% | −56−4.0% | Reduced |
| Founders Financial Alliance, LLC | 1,354 | $473.3K | 0.09% | +544+67.2% | Added |
| Hutchinson Capital Management | 1,357 | $474.3K | 0.08% | −2−0.1% | Reduced |
| GLOBALT Investments LLC | 1,365 | $477.1K | 0.02% | −125−8.4% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,367 | $477.7K | 0.31% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,379 | $482.0K | 0.01% | −423−23.5% | Reduced |
| J. Safra Sarasin Holding AG | 1,384 | $483.8K | 0.01% | +30+2.2% | Added |
| Johnson Investment Counsel Inc | 1,385 | $484.2K | 0.00% | +3+0.2% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,398 | $488.5K | 0.06% | +91+7.0% | Added |
| Costello Asset Management, INC | 1,400 | $489.3K | 0.16% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 1,410 | $492.8K | 0.28% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 1,410 | $493.0K | 0.02% | +135+10.6% | Added |
| Nations Financial Group Inc, | 1,418 | $495.9K | 0.03% | +1+0.1% | Added |
| FourThought Financial Partners, LLC | 1,425 | $498.0K | 0.04% | +3+0.2% | Added |
| Chesapeake Capital Corp | 1,426 | $498.4K | 0.45% | +1,426 | New |
| Parkwoods Wealth Partners, LLC | 1,429 | $499.5K | 0.17% | +2+0.1% | Added |
| Daymark Wealth Partners, LLC | 1,433 | $500.9K | 0.02% | −1,760−55.1% | Reduced |
| AlphaCore Capital LLC | 1,448 | $506.2K | 0.02% | +66+4.8% | Added |
| Trueblood Wealth Management, LLC | 1,454 | $508.2K | 0.20% | −35−2.4% | Reduced |
| Quantitative Investment Management, LLC | 1,462 | $511.0K | 0.07% | −7,024−82.8% | Reduced |
| National Asset Management, Inc. | 1,462 | $511.0K | 0.02% | −123−7.8% | Reduced |
| Atlantic Trust, LLC | 1,468 | $513.3K | 0.09% | 00.0% | Unchanged |
| Brighton Jones LLC | 1,473 | $514.8K | 0.01% | +86+6.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,490 | $518.7K | 0.14% | −72−4.6% | Reduced |
| Jump Financial, LLC | 1,490 | $520.8K | 0.01% | −1,291−46.4% | Reduced |
| Bokf, NA | 1,497 | $523.2K | 0.01% | −41−2.7% | Reduced |
| Marathon Strategic Advisors, LLC | 1,500 | $524.3K | 0.42% | 00.0% | Unchanged |
| Corient IA LLC | 1,500 | $524.3K | 0.39% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 1,510 | $527.8K | 0.01% | −3,585−70.4% | Reduced |
| Empower Advisory Group, LLC | 1,524 | $532.7K | 0.00% | +589+63.0% | Added |
| Annex Advisory Services, LLC | 1,527 | $533.8K | 0.01% | +48+3.2% | Added |
| Hunter Associates Investment Management LLC | 1,550 | $541.0K | 0.08% | −115−6.9% | Reduced |
| Hoey Investments, Inc | 1,552 | $542.5K | 0.07% | −36−2.3% | Reduced |
| Evercore Wealth Management, LLC | 1,563 | $546.3K | 0.01% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,575 | $550.4K | 0.23% | +102+6.9% | Added |
| 1st Source Bank | 1,575 | $550.5K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,579 | $551.8K | 0.03% | −30−1.9% | Reduced |
| Assetmark, Inc | 1,581 | $552.6K | 0.00% | +337+27.1% | Added |
| Catalytic Wealth RIA, LLC | 1,582 | $553.0K | 0.02% | +570+56.3% | Added |
| Guggenheim Capital LLC | 1,583 | $553.3K | 0.00% | −874−35.6% | Reduced |
| XML Financial, LLC | 1,593 | $556.8K | 0.05% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,594 | $557.2K | 0.01% | −1,477−48.1% | Reduced |
| USA Financial Portformulas Corp | 1,594 | $557.2K | 0.10% | +1,594 | New |
| Westside Investment Management, Inc. | 1,600 | $559.2K | 0.09% | +38+2.4% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $559.2K | 0.15% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,610 | $562.7K | 0.45% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1,611 | $563.1K | 0.23% | −2−0.1% | Reduced |
| Watershed Private Wealth LLC | 1,619 | $565.9K | 0.18% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,631 | $567.7K | 0.07% | −1,298−44.3% | Reduced |
| Groupe la Francaise | 1,634 | $571.1K | 0.01% | +17+1.1% | Added |
| Globeflex Capital L P | 1,635 | $571.5K | 0.09% | −11,519−87.6% | Reduced |
| Taylor Financial Group, Inc. | 1,648 | $576.0K | 0.33% | 00.0% | Unchanged |
| Anb Bank | 1,657 | $579.2K | 0.23% | −59−3.4% | Reduced |
| BigSur Wealth Management LLC | 1,664 | $581.6K | 0.14% | 00.0% | Unchanged |
| Syon Capital LLC | 1,665 | $582.0K | 0.03% | +322+24.0% | Added |
| Uniting Wealth Partners, LLC | 1,669 | $583.4K | 0.14% | +69+4.3% | Added |
| Claro Advisors LLC | 1,675 | $585.5K | 0.09% | +1+0.1% | Added |
| Transcend Wealth Collective, LLC | 1,685 | $588.9K | 0.04% | +54+3.3% | Added |
| Moors & Cabot, Inc. | 1,688 | $590.0K | 0.03% | +8+0.5% | Added |
| Frazier Financial Advisors, LLC | 1,693 | $591.8K | 0.36% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,694 | $592.1K | 0.18% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,699 | $593.9K | 0.23% | +1,699 | New |
| Shell Asset Management Co | 1,703 | $595.0K | 0.06% | −953−35.9% | Reduced |
| Eagle Wealth Strategies LLC | 1,707 | $596.6K | 0.30% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,712 | $598.2K | 0.06% | +2+0.1% | Added |
| Evermay Wealth Management LLC | 1,733 | $605.7K | 0.07% | −64−3.6% | Reduced |
| Chatham Capital Group, Inc. | 1,734 | $606.1K | 0.09% | 00.0% | Unchanged |
| One Capital Management, LLC | 1,740 | $608.3K | 0.02% | −213−10.9% | Reduced |
| IFP Advisors, Inc | 1,742 | $608.9K | 0.02% | +315+22.1% | Added |
| TD Private Client Wealth LLC | 1,743 | $609.2K | 0.01% | −181−9.4% | Reduced |
| K2 Principal Fund, L.P. | 1,750 | $611.7K | 0.06% | +1,750 | New |
| Ellenbecker Investment Group | 1,754 | $613.2K | 0.09% | −263−13.0% | Reduced |
| Moran Wealth Management, LLC | 1,771 | $619.0K | 0.02% | −181−9.3% | Reduced |
| Callan Family Office, LLC | 1,778 | $621.5K | 0.02% | −270−13.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,779 | $621.8K | 0.18% | +8+0.5% | Added |