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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 4,675 | $1.63M | 0.02% | −167−3.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,696 | $1.64M | 0.05% | +596+14.5% | Added |
| Slow Capital, Inc. | 4,754 | $1.66M | 0.20% | +4,754 | New |
| Ostrum Asset Management | 4,820 | $1.68M | 0.08% | −1,469−23.4% | Reduced |
| Regions Financial Corp | 4,852 | $1.70M | 0.01% | +41+0.9% | Added |
| Empowered Funds, LLC | 4,867 | $1.70M | 0.02% | +1,742+55.7% | Added |
| Resources Investment Advisors, LLC. | 4,907 | $1.72M | 0.02% | +278+6.0% | Added |
| Tempus Wealth Planning, LLC | 4,912 | $1.72M | 0.39% | −29−0.6% | Reduced |
| Triangle Securities Wealth Management | 4,935 | $1.72M | 0.39% | −9−0.2% | Reduced |
| Lighthouse Investment Partners, LLC | 4,950 | $1.73M | 0.06% | −16,703−77.1% | Reduced |
| Allianz SE | 4,962 | $1.73M | 0.04% | −771−13.4% | Reduced |
| E. Ohman J:or Asset Management AB | 5,000 | $1.75M | 0.04% | 00.0% | Unchanged |
| Strategic Advisors LLC | 5,002 | $1.75M | 0.28% | +5,002 | New |
| Banque Cantonale Vaudoise | 5,007 | $1.75M | 0.07% | +2,171+76.6% | Added |
| Benjamin Edwards Inc | 5,007 | $1.75M | 0.02% | +422+9.2% | Added |
| Kornitzer Capital Management Inc | 5,056 | $1.77M | 0.04% | −320−6.0% | Reduced |
| New Mexico Educational Retirement Board | 5,076 | $1.77M | 0.06% | −200−3.8% | Reduced |
| Investment Management Corp of Ontario | 5,261 | $1.84M | 0.03% | +2,507+91.0% | Added |
| Aviance Capital Partners, LLC | 5,345 | $1.87M | 0.22% | 00.0% | Unchanged |
| Addison Capital Co | 5,366 | $1.88M | 0.55% | +1,855+52.8% | Added |
| Allspring Global Investments Holdings, LLC | 5,399 | $1.89M | 0.00% | −138−2.5% | Reduced |
| Generali Asset Management SPA SGR | 5,410 | $1.89M | 0.04% | +5,410 | New |
| Park Avenue Securities LLC | 5,418 | $1.89M | 0.01% | −27−0.5% | Reduced |
| Journey Advisory Group, LLC | 5,425 | $1.90M | 0.14% | 00.0% | Unchanged |
| Connable Office Inc | 5,463 | $1.91M | 0.18% | +7+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 5,480 | $1.92M | 0.02% | +170+3.2% | Added |
| Securian Asset Management, Inc | 5,499 | $1.92M | 0.05% | −319−5.5% | Reduced |
| Savant Capital, LLC | 5,502 | $1.92M | 0.01% | −159−2.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,540 | $1.94M | 0.05% | −2,762−33.3% | Reduced |
| Gulf International Bank (UK) Ltd | 5,546 | $1.94M | 0.06% | −113−2.0% | Reduced |
| Davis-Rea Ltd. | 5,586 | $1.95M | 0.47% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5,640 | $1.97M | 0.01% | +1,115+24.6% | Added |
| Maryland State Retirement & Pension System | 5,644 | $1.97M | 0.04% | +144+2.6% | Added |
| Terra Alpha Investments LLC | 5,666 | $1.98M | 2.02% | −56−1.0% | Reduced |
| Ascent Group, LLC | 5,675 | $1.98M | 0.07% | +827+17.1% | Added |
| Summit Trail Advisors, LLC | 5,694 | $1.99M | 0.03% | +3,247+132.7% | Added |
| VestGen Advisors, LLC | 5,713 | $2.00M | 0.07% | −1,061−15.7% | Reduced |
| Alaethes Wealth LLC | 5,736 | $2.00M | 0.57% | −274−4.6% | Reduced |
| Bessemer Group Inc | 5,842 | $2.04M | 0.00% | +3,759+180.5% | Added |
| Vectors Research Management, LLC | 5,844 | $2.04M | 0.64% | −50−0.8% | Reduced |
| Louisiana State Employees Retirement System | 5,900 | $2.06M | 0.03% | 00.0% | Unchanged |
| Cypress Advisory Group LLC | 5,911 | $2.07M | 1.53% | −525−8.2% | Reduced |
| Summit Asset Management, LLC | 5,944 | $2.08M | 0.32% | +300+5.3% | Added |
| Venture Visionary Partners LLC | 5,953 | $2.08M | 0.07% | +317+5.6% | Added |
| Sequoia Financial Advisors, LLC | 5,999 | $2.10M | 0.01% | +564+10.4% | Added |
| Argent Trust Co | 6,005 | $2.10M | 0.07% | +268+4.7% | Added |
| Allworth Financial LP | 6,146 | $2.15M | 0.01% | +137+2.3% | Added |
| WoodTrust Financial Corp | 6,175 | $2.16M | 0.26% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 6,193 | $2.16M | 0.01% | −133−2.1% | Reduced |
| Richard C. Young & CO., LTD. | 6,201 | $2.17M | 0.20% | −232−3.6% | Reduced |
| CIBC Private Wealth Group, LLC | 6,205 | $2.17M | 0.00% | +630+11.3% | Added |
| Two Sigma Advisers, LP | 6,400 | $2.24M | 0.00% | −70,900−91.7% | Reduced |
| Bellwether Advisors, LLC | 6,402 | $2.24M | 0.37% | +6,402 | New |
| Impax Asset Management Group plc | 6,487 | $2.27M | 0.01% | −155−2.3% | Reduced |
| Concentric Capital Strategies, LP | 6,557 | $2.29M | 0.11% | −5,498−45.6% | Reduced |
| Vident Advisory, LLC | 6,570 | $2.30M | 0.02% | −7,792−54.3% | Reduced |
| Hartford Investment Management Co | 6,586 | $2.30M | 0.07% | −222−3.3% | Reduced |
| Moneta Group Investment Advisors LLC | 6,589 | $2.30M | 0.02% | −536−7.5% | Reduced |
| Leonteq Securities AG | 6,594 | $2.30M | 0.12% | +5,838+772.2% | Added |
| Summit Financial, LLC | 6,606 | $2.31M | 0.04% | +76+1.2% | Added |
| Diversified Trust Co | 6,636 | $2.32M | 0.05% | +1,629+32.5% | Added |
| Bowen Hanes & Co Inc | 6,735 | $2.35M | 0.06% | 00.0% | Unchanged |
| Cornerstone Advisors, LLC | 6,800 | $2.38M | 0.08% | 00.0% | Unchanged |
| Riverbridge Partners LLC | 6,806 | $2.38M | 0.04% | −185−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 6,880 | $2.40M | 0.02% | +4,168+153.7% | Added |
| VCI Wealth Management LLC | 6,895 | $2.41M | 0.73% | +1,564+29.3% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 6,909 | $2.41M | 1.48% | −2,575−27.2% | Reduced |
| BNP Paribas | 7,158 | $2.41M | 0.07% | −64−0.9% | Reduced |
| Wesbanco Bank Inc | 6,923 | $2.42M | 0.07% | −156−2.2% | Reduced |
| Benedict Financial Advisors Inc | 6,926 | $2.42M | 0.52% | −108−1.5% | Reduced |
| Knollwood Investment Advisory, LLC | 6,950 | $2.43M | 0.22% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 7,094 | $2.48M | 0.42% | −1,300−15.5% | Reduced |
| Kentucky Retirement Systems | 7,104 | $2.48M | 0.07% | −139−1.9% | Reduced |
| Ancora Advisors, LLC | 7,141 | $2.50M | 0.05% | −866−10.8% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,155 | $2.50M | 0.43% | −125−1.7% | Reduced |
| Smith Group Asset Management, LLC | 7,625 | $2.67M | 0.15% | −20−0.3% | Reduced |
| Northcape Wealth Management, LLC | 7,649 | $2.67M | 0.78% | +103+1.4% | Added |
| TD Waterhouse Canada Inc. | 7,647 | $2.67M | 0.02% | +215+2.9% | Added |
| LMR Partners LLP | 7,693 | $2.69M | 0.03% | +7,693 | New |
| Stratos Wealth Partners, LTD. | 7,728 | $2.70M | 0.03% | +606+8.5% | Added |
| Commerzbank Aktiengesellschaft | 7,831 | $2.74M | 0.06% | +6,954+792.9% | Added |
| Norinchukin Bank, The | 8,029 | $2.81M | 0.04% | +52+0.7% | Added |
| Mizuho Securities USA LLC | 8,189 | $2.81M | 0.06% | +394+5.1% | Added |
| Erste Asset Management GmbH | 8,221 | $2.83M | 0.03% | −22,274−73.0% | Reduced |
| Dark Forest Capital Management LP | 8,148 | $2.85M | 0.11% | +8,148 | New |
| Nia Impact Advisors, LLC | 8,175 | $2.86M | 0.93% | −5−0.1% | Reduced |
| Advisory Services Network, LLC | 8,209 | $2.87M | 0.04% | −2,925−26.3% | Reduced |
| Intech Investment Management LLC | 8,266 | $2.89M | 0.03% | +4,952+149.4% | Added |
| Wealthfront Advisers LLC | 8,293 | $2.90M | 0.01% | +676+8.9% | Added |
| Integrated Wealth Concepts LLC | 8,485 | $2.97M | 0.03% | +226+2.7% | Added |
| Occudo Quantitative Strategies LP | 8,494 | $2.97M | 0.36% | −648−7.1% | Reduced |
| Vinva Investment Management Ltd | 8,620 | $2.97M | 0.06% | +7,015+437.1% | Added |
| Guyasuta Investment Advisors Inc | 8,623 | $3.01M | 0.17% | +908+11.8% | Added |
| EFG Asset Management (North America) Corp. | 8,630 | $3.02M | 0.39% | −296−3.3% | Reduced |
| Private Advisor Group, LLC | 8,677 | $3.03M | 0.01% | +116+1.4% | Added |
| Greenleaf Trust | 8,686 | $3.04M | 0.03% | +3,667+73.1% | Added |
| Teachers Retirement System of the State of Kentucky | 8,832 | $3.09M | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8,860 | $3.10M | 1.04% | −120−1.3% | Reduced |
| Westport Asset Management Inc | 9,000 | $3.15M | 1.31% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 9,081 | $3.17M | 0.01% | +6,259+221.8% | Added |