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 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 1,782 | $622.7K | 0.01% | +83+4.9% | Added |
| Davis Investment Partners, LLC | 1,785 | $623.5K | 0.21% | −200−10.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,787 | $624.6K | 0.01% | +458+34.5% | Added |
| Focus Financial Network, Inc. | 1,789 | $625.3K | 0.02% | −13−0.7% | Reduced |
| Trust Co of Vermont | 1,797 | $628.1K | 0.03% | +3+0.2% | Added |
| Marble Harbor Investment Counsel, LLC | 1,800 | $629.2K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,813 | $633.7K | 0.01% | +23+1.3% | Added |
| Stonegate Investment Group, LLC | 1,821 | $636.4K | 0.01% | +2+0.1% | Added |
| Sumitomo Life Insurance Co | 1,831 | $640.0K | 0.02% | −51−2.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 1,842 | $643.8K | 0.04% | +194+11.8% | Added |
| Phoenix Holdings Ltd. | 1,843 | $644.4K | 0.01% | +695+60.5% | Added |
| Graham Capital Management, L.P. | 1,854 | $648.0K | 0.02% | −3,293−64.0% | Reduced |
| MTM Investment Management, LLC | 1,858 | $649.4K | 0.21% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,860 | $650.1K | 0.01% | +143+8.3% | Added |
| Grimes & Company, Inc. | 1,880 | $657.2K | 0.02% | −17−0.9% | Reduced |
| Pine Haven Investment Counsel, Inc | 1,883 | $658.2K | 0.48% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 1,886 | $659.2K | 0.20% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 1,899 | $663.8K | 0.26% | +946+99.3% | Added |
| Quadrant Capital Group LLC | 1,909 | $667.3K | 0.02% | +9+0.5% | Added |
| Smartleaf Asset Management LLC | 1,941 | $668.7K | 0.04% | +552+39.7% | Added |
| Hager Investment Management Services, LLC | 1,918 | $670.4K | 0.36% | −22−1.1% | Reduced |
| Lecap Asset Management Ltd | 1,949 | $681.2K | 0.24% | −2,564−56.8% | Reduced |
| Bayforest Capital Ltd | 1,949 | $681.2K | 0.32% | +6+0.3% | Added |
| CAPROCK Group, Inc. | 1,990 | $689.2K | 0.02% | +1,990 | New |
| Argent Advisors, Inc. | 1,982 | $692.8K | 0.20% | +21+1.1% | Added |
| AE Wealth Management LLC | 1,983 | $693.1K | 0.00% | +629+46.5% | Added |
| LRI Investments, LLC | 2,006 | $701.3K | 0.06% | −20−1.0% | Reduced |
| Insigneo Advisory Services, LLC | 2,037 | $712.0K | 0.05% | −247−10.8% | Reduced |
| Global Trust Asset Management, LLC | 2,039 | $712.6K | 0.32% | +212+11.6% | Added |
| Kingsview Wealth Management, LLC | 2,049 | $716.3K | 0.01% | +140+7.3% | Added |
| Advisors Capital Management, LLC | 2,062 | $720.7K | 0.01% | −4−0.2% | Reduced |
| First Citizens Bank & Trust Co | 2,064 | $721.4K | 0.02% | −80−3.7% | Reduced |
| Integrated Investment Consultants, LLC | 2,066 | $722.1K | 0.12% | −1,261−37.9% | Reduced |
| Flputnam Investment Management Co | 2,069 | $723.0K | 0.01% | −54−2.5% | Reduced |
| Verus Capital Partners, LLC | 2,071 | $723.9K | 0.06% | −52−2.4% | Reduced |
| HM Payson & Co | 2,071 | $723.9K | 0.01% | −50−2.4% | Reduced |
| Stiles Financial Services Inc | 2,093 | $731.7K | 0.23% | −42−2.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 2,126 | $732.5K | 0.03% | +258+13.8% | Added |
| Neville Rodie & Shaw Inc | 2,100 | $734.0K | 0.05% | 00.0% | Unchanged |
| Birmingham Capital Management Co Inc | 2,100 | $734.0K | 0.34% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,102 | $734.6K | 0.05% | +926+78.7% | Added |
| Voleon Capital Management LP | 2,111 | $737.9K | 0.02% | +604+40.1% | Added |
| Cascade Financial Partners, LLC | 2,120 | $741.0K | 0.08% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,131 | $744.8K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 2,185 | $763.7K | 0.04% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 2,193 | $766.7K | 0.44% | +10+0.5% | Added |
| Snowden Capital Advisors LLC | 2,200 | $769.0K | 0.02% | −14−0.6% | Reduced |
| Horizon Investments, LLC | 2,213 | $773.5K | 0.01% | +452+25.7% | Added |
| Atomi Financial Group, Inc. | 2,220 | $776.1K | 0.03% | +224+11.2% | Added |
| Ferguson Wellman Capital Management, Inc | 2,222 | $776.7K | 0.01% | +2,222 | New |
| Drake & Associates, LLC | 2,147 | $778.6K | 0.16% | +8+0.4% | Added |
| Coppell Advisory Solutions LLC | 2,297 | $791.3K | 0.09% | 00.0% | Unchanged |
| Qtron Investments LLC | 2,267 | $792.4K | 0.10% | +2,267 | New |
| Acropolis Investment Management, LLC | 2,396 | $795.7K | 0.04% | +103+4.5% | Added |
| Capital Investment Advisors, LLC | 2,283 | $797.9K | 0.01% | +91+4.2% | Added |
| Vestcor Inc | 2,290 | $800.0K | 0.02% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $807.4K | 0.32% | 00.0% | Unchanged |
| Congress Asset Management Co | 2,322 | $811.6K | 0.01% | −380−14.1% | Reduced |
| Mutual Advisors, LLC | 2,279 | $814.0K | 0.02% | +82+3.7% | Added |
| Choate Investment Advisors | 2,343 | $819.0K | 0.02% | 00.0% | Unchanged |
| SCS Capital Management LLC | 2,349 | $821.0K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 2,353 | $822.4K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 2,363 | $825.9K | 0.01% | +131+5.9% | Added |
| Mystic Asset Management, Inc. | 2,383 | $832.9K | 0.19% | +103+4.5% | Added |
| North Star Investment Management Corp. | 2,398 | $838.2K | 0.05% | +10.0% | Added |
| Cito Capital Group, LLC | 2,400 | $839.0K | 0.24% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 2,407 | $841.4K | 0.07% | +11+0.5% | Added |
| Interchange Capital Partners, LLC | 2,448 | $855.6K | 0.17% | +32+1.3% | Added |
| Whittier Trust Co | 2,456 | $858.1K | 0.01% | +477+24.1% | Added |
| Warren Averett Asset Management, LLC | 2,464 | $861.2K | 0.01% | +232+10.4% | Added |
| Wetherby Asset Management Inc | 2,469 | $863.0K | 0.04% | −157−6.0% | Reduced |
| Kinneret Advisory, LLC | 2,479 | $866.5K | 0.07% | −11−0.4% | Reduced |
| Wellington Management Group LLP | 2,487 | $869.3K | 0.00% | −651,010−99.6% | Reduced |
| Alps Advisors Inc | 2,498 | $873.1K | 0.00% | +1,140+83.9% | Added |
| QRG Capital Management, Inc. | 2,505 | $875.5K | 0.01% | −1,066−29.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,513 | $878.5K | 0.07% | −475−15.9% | Reduced |
| Valeo Financial Advisors, LLC | 2,519 | $880.5K | 0.02% | −401−13.7% | Reduced |
| WBI Investments | 2,524 | $882.3K | 0.23% | +130+5.4% | Added |
| Farther Finance Advisors, LLC | 2,539 | $887.4K | 0.01% | +188+8.0% | Added |
| Raiffeisen Bank International AG | 2,607 | $898.2K | 0.01% | +2,033+354.2% | Added |
| Western Wealth Management, LLC | 2,581 | $902.1K | 0.05% | −72−2.7% | Reduced |
| Ameritas Advisory Services, LLC | 2,591 | $905.5K | 0.06% | −1,124−30.3% | Reduced |
| Umb Bank N A | 2,595 | $907.0K | 0.01% | −23−0.9% | Reduced |
| Golden State Wealth Management, LLC | 2,596 | $907.4K | 0.10% | 00.0% | Unchanged |
| Equitable Trust Co | 2,598 | $908.1K | 0.04% | +29+1.1% | Added |
| Cyndeo Wealth Partners, LLC | 2,610 | $912.1K | 0.05% | −26−1.0% | Reduced |
| Hillsdale Investment Management Inc. | 2,650 | $926.3K | 0.03% | +2,650 | New |
| Apella Capital, LLC | 2,675 | $930.9K | 0.02% | +1,494+126.5% | Added |
| Tower Research Capital LLC (TRC) | 2,686 | $938.8K | 0.03% | −1,119−29.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $943.7K | 0.25% | 00.0% | Unchanged |
| Finivi Inc. | 2,706 | $946.0K | 0.60% | +38+1.4% | Added |
| Merit Financial Group, LLC | 2,715 | $948.8K | 0.01% | −110−3.9% | Reduced |
| Wedbush Securities Inc | 2,718 | $950.0K | 0.03% | −31−1.1% | Reduced |
| Financial Management Network Inc | 2,727 | $950.5K | 0.16% | +27+1.0% | Added |
| Mendel Money Management | 2,727 | $953.2K | 0.40% | −25−0.9% | Reduced |
| Verdence Capital Advisors LLC | 2,656 | $960.2K | 0.06% | +2,656 | New |
| Rakuten Investment Management, Inc. | 3,122 | $963.6K | 0.00% | +3,122 | New |
| Wealthspire Advisors, LLC | 2,765 | $966.5K | 0.01% | −2,475−47.2% | Reduced |
| Beaton Management Co. Inc. | 2,768 | $967.0K | 0.44% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 2,775 | $969.9K | 0.02% | +18+0.7% | Added |