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 |
|---|---|---|---|---|---|
| Wedmont Private Capital | 2,819 | $970.3K | 0.04% | −196−6.5% | Reduced |
| Sit Investment Associates Inc | 2,780 | $972.0K | 0.02% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,782 | $972.4K | 0.28% | −5−0.2% | Reduced |
| Monetta Financial Services Inc | 2,800 | $978.7K | 0.69% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 2,804 | $980.1K | 0.01% | +260+10.2% | Added |
| Perigon Wealth Management, LLC | 2,877 | $1.01M | 0.02% | +93+3.3% | Added |
| Clearstead Advisors, LLC | 2,880 | $1.01M | 0.01% | −99−3.3% | Reduced |
| Burney Co | 2,900 | $1.01M | 0.03% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,918 | $1.02M | 0.05% | +505+20.9% | Added |
| Integrated Advisors Network LLC | 2,926 | $1.02M | 0.04% | +10.0% | Added |
| CLG LLC | 2,941 | $1.03M | 0.28% | −12−0.4% | Reduced |
| Rossmore Private Capital | 2,968 | $1.04M | 0.11% | +14+0.5% | Added |
| Nomura Holdings Inc | 2,975 | $1.04M | 0.00% | +2,975 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,978 | $1.04M | 0.07% | −97−3.2% | Reduced |
| Capital Asset Advisory Services LLC | 2,979 | $1.04M | 0.04% | +2,979 | New |
| PFG Investments, LLC | 2,997 | $1.05M | 0.05% | −367−10.9% | Reduced |
| Private Trust Co NA | 2,998 | $1.05M | 0.09% | −178−5.6% | Reduced |
| RBF Capital, LLC | 3,000 | $1.05M | 0.05% | 00.0% | Unchanged |
| Strong Tower Advisory Services | 3,006 | $1.05M | 0.20% | +149+5.2% | Added |
| Beacon Pointe Advisors, LLC | 3,024 | $1.06M | 0.01% | +812+36.7% | Added |
| MUFG Securities Americas Inc. | 3,032 | $1.06M | 0.07% | +534+21.4% | Added |
| Stonebridge Capital Advisors LLC | 3,035 | $1.06M | 0.08% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,066 | $1.07M | 0.02% | +483+18.7% | Added |
| CWM, LLC | 3,073 | $1.07M | 0.00% | +309+11.2% | Added |
| Sandler Capital Management | 3,093 | $1.08M | 0.40% | −3,532−53.3% | Reduced |
| Wahed Invest LLC | 3,095 | $1.08M | 0.15% | +18+0.6% | Added |
| Uncommon Cents Investing LLC | 3,125 | $1.09M | 0.27% | −15−0.5% | Reduced |
| Marietta Investment Partners LLC | 3,125 | $1.09M | 0.21% | +334+12.0% | Added |
| Trillium Asset Management, LLC | 3,156 | $1.10M | 0.03% | −584−15.6% | Reduced |
| GAMMA Investing LLC | 3,163 | $1.11M | 0.06% | +331+11.7% | Added |
| Alpha Wealth Funds, LLC | 3,083 | $1.11M | 0.91% | 00.0% | Unchanged |
| Fire Capital Management LLC | 3,176 | $1.11M | 0.64% | +148+4.9% | Added |
| First Foundation Advisors | 3,177 | $1.11M | 0.04% | +20+0.6% | Added |
| Equitable Holdings, Inc. | 3,223 | $1.13M | 0.01% | +430+15.4% | Added |
| Transatlantique Private Wealth LLC | 3,228 | $1.13M | 0.37% | +133+4.3% | Added |
| NewEdge Wealth, LLC | 3,119 | $1.13M | 0.02% | +181+6.2% | Added |
| Sovran Advisors, LLC | 3,104 | $1.13M | 0.10% | +211+7.3% | Added |
| Regents Gate Capital LLP | 3,252 | $1.14M | 0.40% | +3,252 | New |
| Adviser Investments LLC | 3,265 | $1.14M | 0.01% | −11−0.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,292 | $1.15M | 0.01% | +893+37.2% | Added |
| Connecticut Wealth Management, LLC | 3,329 | $1.16M | 0.05% | +10.0% | Added |
| Heritage Trust Co | 3,356 | $1.17M | 0.12% | +26+0.8% | Added |
| WESPAC Advisors SoCal, LLC | 3,368 | $1.18M | 0.24% | +65+2.0% | Added |
| Private Wealth Asset Management, LLC | 3,423 | $1.20M | 0.14% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 3,440 | $1.20M | 0.06% | +58+1.7% | Added |
| First Commonwealth Financial Corp | 3,477 | $1.22M | 0.20% | +13+0.4% | Added |
| Atria Investments LLC | 3,485 | $1.22M | 0.01% | +675+24.0% | Added |
| Quest Partners LLC | 3,500 | $1.22M | 0.08% | +1,252+55.7% | Added |
| MASTERINVEST Kapitalanlage GmbH | 3,510 | $1.23M | 0.12% | +3,510 | New |
| Plato Investment Management Ltd | 3,556 | $1.23M | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,583 | $1.25M | 0.02% | −13−0.4% | Reduced |
| BOCHK Asset Management Ltd | 3,600 | $1.26M | 0.33% | +2,800+350.0% | Added |
| Westwood Holdings Group Inc. | 3,607 | $1.26M | 0.01% | +32+0.9% | Added |
| Strengthening Families & Communities, LLC | 3,775 | $1.27M | 0.28% | +2,944+354.3% | Added |
| Coldstream Capital Management Inc | 3,641 | $1.27M | 0.02% | +183+5.3% | Added |
| Sigma Planning Corp | 3,651 | $1.28M | 0.04% | −231−6.0% | Reduced |
| Bridgeway Capital Management, LLC | 3,670 | $1.28M | 0.03% | +3,670 | New |
| RMB Capital Management, LLC | 3,712 | $1.30M | 0.02% | +446+13.7% | Added |
| Caxton Associates LLP | 3,714 | $1.30M | 0.04% | −1,473−28.4% | Reduced |
| HBK Sorce Advisory LLC | 3,692 | $1.30M | 0.03% | +1,737+88.8% | Added |
| Ci Investments Inc. | 3,827 | $1.34M | 0.00% | −94−2.4% | Reduced |
| Pictet & Cie (Europe) SA | 3,899 | $1.36M | 0.03% | +19+0.5% | Added |
| Spirepoint Private Client, LLC | 3,940 | $1.38M | 0.14% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 4,000 | $1.38M | 2.44% | 00.0% | Unchanged |
| Mirova | 3,969 | $1.39M | 0.20% | +129+3.4% | Added |
| Tokio Marine Asset Management Co Ltd | 3,978 | $1.39M | 0.05% | +167+4.4% | Added |
| Ofi Invest Asset Management | 4,675 | $1.39M | 0.03% | −10.0% | Reduced |
| Allstate Corp | 4,032 | $1.41M | 0.03% | +4,032 | New |
| Mattson Financial Services, LLC | 4,051 | $1.42M | 0.34% | +2,851+237.6% | Added |
| Omers Administration Corp | 4,093 | $1.43M | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,099 | $1.43M | 0.01% | −6−0.1% | Reduced |
| Empirical Finance, LLC | 4,100 | $1.43M | 0.07% | +38+0.9% | Added |
| SRS Capital Advisors, Inc. | 4,100 | $1.43M | 0.02% | +3,634+779.8% | Added |
| Koshinski Asset Management, Inc. | 4,118 | $1.44M | 0.10% | +66+1.6% | Added |
| Carmel Capital Partners, LLC | 4,130 | $1.44M | 0.61% | −2,450−37.2% | Reduced |
| Centaurus Financial, Inc. | 4,237 | $1.48M | 0.07% | −385−8.3% | Reduced |
| IHT Wealth Management, LLC | 4,237 | $1.48M | 0.04% | −531−11.1% | Reduced |
| Evoke Wealth, LLC | 4,259 | $1.49M | 0.03% | −1,285−23.2% | Reduced |
| Agate Pass Investment Management, LLC | 4,280 | $1.50M | 0.57% | 00.0% | Unchanged |
| Quantbot Technologies LP | 4,293 | $1.50M | 0.04% | −16,954−79.8% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,310 | $1.51M | 0.76% | −69−1.6% | Reduced |
| Courier Capital LLC | 4,387 | $1.53M | 0.09% | −65−1.5% | Reduced |
| HB Wealth Management, LLC | 4,390 | $1.53M | 0.01% | +1,440+48.8% | Added |
| Avantax Planning Partners, Inc. | 4,392 | $1.54M | 0.04% | −23−0.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,398 | $1.54M | 0.12% | −90−2.0% | Reduced |
| RSM US Wealth Management LLC | 4,407 | $1.54M | 0.02% | −139−3.1% | Reduced |
| Machina Capital S.A.S. | 4,422 | $1.55M | 0.27% | −2,777−38.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,451 | $1.56M | 0.00% | −45−1.0% | Reduced |
| Axxcess Wealth Management, LLC | 4,479 | $1.57M | 0.03% | +2,985+199.8% | Added |
| iA Global Asset Management Inc. | 4,479 | $1.57M | 0.02% | +4,479 | New |
| Prospera Financial Services Inc | 4,505 | $1.58M | 0.03% | +277+6.6% | Added |
| Horizon Kinetics Asset Management LLC | 4,515 | $1.58M | 0.02% | −1,500−24.9% | Reduced |
| Central Pacific Bank - Trust Division | 4,516 | $1.58M | 0.19% | +147+3.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,531 | $1.59M | 0.01% | +74+1.7% | Added |
| J.W. Cole Advisors, Inc. | 4,558 | $1.59M | 0.03% | +14+0.3% | Added |
| SummitTX Capital, L.P. | 4,561 | $1.59M | 0.07% | +4,561 | New |
| Elmwood Wealth Management, Inc. | 4,570 | $1.60M | 0.57% | −10−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 4,601 | $1.61M | 0.02% | +1,358+41.9% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,845 | $1.61M | 0.08% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 4,667 | $1.63M | 0.02% | +862+22.7% | Added |