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 |
|---|---|---|---|---|---|
| Conning Inc. | 917 | $320.5K | 0.01% | 00.0% | Unchanged |
| Second Line Capital, LLC | 916 | $320.2K | 0.07% | +3+0.3% | Added |
| Hudock, Inc. | 914 | $319.6K | 0.05% | +1+0.1% | Added |
| Impact Capital Partners LLC | 912 | $318.8K | 0.10% | +8+0.9% | Added |
| Gladstone Institutional Advisory LLC | 911 | $318.5K | 0.01% | −382−29.5% | Reduced |
| Smart Money Group LLC | 911 | $318.3K | 0.09% | +3+0.3% | Added |
| BSW Wealth Partners | 905 | $316.4K | 0.04% | +166+22.5% | Added |
| American National Bank | 902 | $315.3K | 0.03% | −60−6.2% | Reduced |
| Fragasso Group Inc. | 902 | $315.3K | 0.02% | +31+3.6% | Added |
| Foster Group, Inc. | 900 | $314.6K | 0.01% | −126−12.3% | Reduced |
| Pine Harbor Wealth Management, LLC | 900 | $314.6K | 0.10% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 894 | $312.6K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 898 | $312.4K | 0.03% | −629−41.2% | Reduced |
| Private Management Group Inc | 891 | $311.4K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 886 | $309.7K | 0.06% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 885 | $309.2K | 0.02% | −79−8.2% | Reduced |
| PDS Planning, Inc | 883 | $308.6K | 0.02% | −3−0.3% | Reduced |
| Impact Partnership Wealth, LLC | 879 | $307.3K | 0.05% | +177+25.2% | Added |
| Financial Engines Advisors L.L.C. | 872 | $304.8K | 0.00% | −2−0.2% | Reduced |
| S.E.E.D. Planning Group LLC | 868 | $303.4K | 0.09% | −989−53.3% | Reduced |
| First Business Financial Services, Inc. | 867 | $303.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 866 | $302.5K | 0.06% | −3−0.3% | Reduced |
| ERn Financial, LLC | 861 | $300.8K | 0.06% | −7−0.8% | Reduced |
| Pitcairn Co | 857 | $299.5K | 0.02% | −4−0.5% | Reduced |
| Old Mission Capital LLC | 856 | $299.2K | 0.01% | +856 | New |
| Kickstand Ventures, LLC. | 852 | $297.8K | 0.07% | −23−2.6% | Reduced |
| Essex Financial Services, Inc. | 850 | $297.2K | 0.02% | +94+12.4% | Added |
| Professional Advisory Services Inc | 850 | $297.0K | 0.04% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 848 | $296.2K | 0.05% | +112+15.2% | Added |
| FineMark National Bank & Trust | 840 | $293.6K | 0.01% | −246−22.7% | Reduced |
| SevenBridge Financial Group, LLC | 740 | $292.0K | 0.05% | −72−8.9% | Reduced |
| Advisor OS, LLC | 834 | $291.5K | 0.03% | −1−0.1% | Reduced |
| A4 Wealth Advisors LLC | 831 | $290.5K | 0.24% | +831 | New |
| Chicago Partners Investment Group LLC | 800 | $289.7K | 0.01% | +62+8.4% | Added |
| Sonora Investment Management Group, LLC | 824 | $288.0K | 0.02% | +7+0.9% | Added |
| Clark Capital Management Group, Inc. | 824 | $288.0K | 0.00% | +58+7.6% | Added |
| FNY Investment Advisers, LLC | 826 | $288.0K | 0.09% | +679+461.9% | Added |
| Maridea Wealth Management LLC | 812 | $286.5K | 0.04% | +812 | New |
| Affinity Investment Advisors, LLC | 817 | $285.6K | 0.19% | −86−9.5% | Reduced |
| Clarius Group, LLC | 808 | $282.4K | 0.02% | −539−40.0% | Reduced |
| Ritholtz Wealth Management | 805 | $281.2K | 0.01% | +14+1.8% | Added |
| Advance Capital Management, Inc. | 803 | $280.7K | 0.01% | +3+0.4% | Added |
| CX Institutional | 800 | $280.0K | 0.01% | −8−1.0% | Reduced |
| Howe & Rusling Inc | 801 | $280.0K | 0.02% | −13−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 791 | $276.5K | 0.03% | −79−9.1% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 790 | $276.1K | 0.02% | −59−6.9% | Reduced |
| Whalen Wealth Management Inc. | 790 | $276.1K | 0.16% | +790 | New |
| Busey Wealth Management | 789 | $275.8K | 0.01% | +4+0.5% | Added |
| Hills Bank & Trust Co | 787 | $275.1K | 0.02% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 786 | $274.7K | 0.05% | +40+5.4% | Added |
| Quadrature Capital Ltd | 777 | $271.5K | 0.00% | +777 | New |
| True North Advisors, LLC | 776 | $271.2K | 0.04% | +85+12.3% | Added |
| Longboard Asset Management, LP | 773 | $270.2K | 0.44% | +773 | New |
| M. Kulyk & Associates, LLC | 770 | $269.1K | 0.05% | −7−0.9% | Reduced |
| Washington Trust Bank | 770 | $269.1K | 0.02% | +54+7.5% | Added |
| Center for Financial Planning, Inc. | 767 | $268.1K | 0.03% | 00.0% | Unchanged |
| NBC Securities, Inc. | 759 | $265.3K | 0.02% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 757 | $264.6K | 0.02% | +757 | New |
| Mach-1 Financial Group, Inc. | 751 | $262.5K | 0.04% | +751 | New |
| Integrity Advisory Solutions, LLC | 751 | $262.5K | 0.04% | +751 | New |
| Maple Capital Management, Inc. | 750 | $262.1K | 0.02% | −3−0.4% | Reduced |
| Colonial Trust Co | 747 | $261.1K | 0.04% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 745 | $260.4K | 0.02% | −16−2.1% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 740 | $258.7K | 0.02% | +3+0.4% | Added |
| Accredited Investors Inc. | 732 | $255.8K | 0.01% | −223−23.4% | Reduced |
| Leavell Investment Management, Inc. | 728 | $254.6K | 0.01% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 722 | $252.4K | 0.12% | −228−24.0% | Reduced |
| Howard Bailey Securities, LLC | 722 | $252.4K | 0.07% | −166−18.7% | Reduced |
| Ironwood Investment Counsel, LLC | 721 | $252.2K | 0.04% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 720 | $251.5K | 0.05% | +40+5.9% | Added |
| AssuredPartners Investment Advisors, LLC | 719 | $251.4K | 0.06% | +719 | New |
| Pallas Capital Advisors LLC | 719 | $251.2K | 0.01% | −11−1.5% | Reduced |
| Basepoint Wealth LLC | 719 | $251.2K | 0.18% | +719 | New |
| Per Stirling Capital Management, LLC. | 715 | $249.8K | 0.03% | +2+0.3% | Added |
| Sapient Capital LLC | 722 | $248.8K | 0.00% | +17+2.4% | Added |
| Bryn Mawr Trust Co | 707 | $247.1K | 0.01% | −1,331−65.3% | Reduced |
| Signature Estate & Investment Advisors LLC | 702 | $245.5K | 0.01% | +1+0.1% | Added |
| Autumn Glory Partners, LLC | 702 | $245.4K | 0.10% | +702 | New |
| Professional Financial Advisors, LLC | 700 | $244.7K | 0.05% | 00.0% | Unchanged |
| Welch Capital Partners LLC | 696 | $243.0K | 0.05% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 695 | $242.9K | 0.11% | +74+11.9% | Added |
| LeClair Wealth Partners LLC | 688 | $240.5K | 0.15% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 688 | $240.5K | 0.09% | +1+0.1% | Added |
| Paragon Private Wealth Management, LLC | 686 | $239.8K | 0.08% | +686 | New |
| Soltis Investment Advisors LLC | 685 | $239.6K | 0.02% | +5+0.7% | Added |
| Capital Investment Advisory Services, LLC | 683 | $238.9K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 683 | $238.7K | 0.01% | −26−3.7% | Reduced |
| Fiduciary Wealth Partners, LLC | 682 | $238.5K | 0.10% | +682 | New |
| Sentinus, LLC | 682 | $238.4K | 0.05% | +14+2.1% | Added |
| denkapparat Operations GmbH | 678 | $237.0K | 0.15% | +678 | New |
| Coastal Bridge Advisors, LLC | 678 | $237.0K | 0.02% | −4−0.6% | Reduced |
| Milestone Asset Management, LLC | 674 | $235.7K | 0.04% | +3+0.4% | Added |
| Carr Financial Group Corp | 674 | $235.7K | 0.06% | +2+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 672 | $234.9K | 0.00% | −57−7.8% | Reduced |
| JFS Wealth Advisors, LLC | 672 | $234.9K | 0.01% | +2+0.3% | Added |
| Bradley Foster & Sargent Inc | 668 | $233.5K | 0.00% | −3−0.4% | Reduced |
| Diligent Investors, LLC | 668 | $233.3K | 0.06% | −248−27.1% | Reduced |
| LexAurum Advisors, LLC | 667 | $233.1K | 0.03% | +667 | New |
| Azzad Asset Management Inc | 667 | $233.1K | 0.02% | +667 | New |
| Citizens & Northern Corp | 666 | $232.8K | 0.06% | 00.0% | Unchanged |