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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 666 | $232.7K | 0.01% | +25+3.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $232.0K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 660 | $230.7K | 0.05% | 00.0% | Unchanged |
| Atom Investors LP | 659 | $230.3K | 0.02% | −11,569−94.6% | Reduced |
| Vantage Point Financial LLC | 656 | $229.3K | 0.09% | +1+0.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 653 | $228.2K | 0.02% | +42+6.9% | Added |
| 111 Capital | 651 | $227.5K | 0.04% | −912−58.3% | Reduced |
| Mather Group, LLC. | 650 | $227.2K | 0.00% | +15+2.4% | Added |
| Beacon Investment Advisory Services, Inc. | 649 | $226.8K | 0.01% | +19+3.0% | Added |
| PharVision Advisers, LLC | 647 | $226.1K | 0.13% | −191−22.8% | Reduced |
| Estabrook Capital Management | 640 | $223.7K | 0.03% | 00.0% | Unchanged |
| Centric Wealth Management | 607 | $223.6K | 0.05% | +5+0.8% | Added |
| Burke & Herbert Bank & Trust Co | 635 | $222.0K | 0.05% | 00.0% | Unchanged |
| Great Waters Wealth Management | 634 | $221.6K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 633 | $221.5K | 0.08% | −1−0.2% | Reduced |
| Flagstone Financial Management | 631 | $220.6K | 0.06% | 00.0% | Unchanged |
| Central Trust Co | 628 | $219.5K | 0.00% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 627 | $219.2K | 0.01% | +627 | New |
| Crawford Investment Counsel Inc | 627 | $219.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 628 | $219.0K | 0.00% | +7+1.1% | Added |
| VSM Wealth Advisory, LLC | 623 | $217.9K | 0.07% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 630 | $217.8K | 0.03% | −94−13.0% | Reduced |
| NWF Advisory Services Inc. | 623 | $217.5K | 0.02% | −4−0.6% | Reduced |
| Armstrong Advisory Group, Inc | 621 | $217.1K | 0.02% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 621 | $217.1K | 0.02% | +3+0.5% | Added |
| Parkside Financial Bank & Trust | 620 | $216.7K | 0.02% | +1+0.2% | Added |
| Gouws Capital LLC | 619 | $216.4K | 0.12% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 618 | $216.0K | 0.01% | −14−2.2% | Reduced |
| Catalyst Financial Partners LLC | 618 | $216.0K | 0.03% | +11+1.8% | Added |
| Stenger Family Office, LLC | 597 | $215.8K | 0.05% | +597 | New |
| Siligmueller & Norvid Wealth Advisors LLC | 615 | $215.0K | 0.10% | +615 | New |
| Krilogy Financial LLC | 590 | $213.9K | 0.01% | +590 | New |
| Shelton Capital Management | 610 | $213.2K | 0.00% | −28−4.4% | Reduced |
| Strategic Financial Services, Inc, | 610 | $213.2K | 0.01% | +610 | New |
| Hanson & Doremus Investment Management | 608 | $213.0K | 0.03% | 00.0% | Unchanged |
| Breakwater Capital Group | 609 | $212.9K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 608 | $212.8K | 0.01% | +608 | New |
| Simmons Bank | 608 | $212.5K | 0.01% | +608 | New |
| Howard Capital Management Inc. | 608 | $212.5K | 0.00% | +608 | New |
| GTS Securities LLC | 607 | $212.2K | 0.01% | +607 | New |
| Accel Wealth Management | 605 | $211.5K | 0.06% | −85−12.3% | Reduced |
| South Dakota Investment Council | 600 | $210.0K | 0.00% | −400−40.0% | Reduced |
| Greenwood Gearhart Inc | 600 | $209.7K | 0.01% | +600 | New |
| Farmers Trust Co | 600 | $209.7K | 0.04% | +600 | New |
| South Street Advisors LLC | 600 | $209.7K | 0.03% | +600 | New |
| Petix & Botte Co | 600 | $209.7K | 0.05% | +600 | New |
| Seamount Financial Group Inc | 600 | $209.7K | 0.10% | +600 | New |
| Cove Private Wealth, LLC | 600 | $209.7K | 0.07% | +600 | New |
| B&L Asset Management LLC | 599 | $209.4K | 0.11% | +599 | New |
| Battery Global Advisors, LLC | 598 | $209.0K | 0.10% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 596 | $208.3K | 0.02% | +596 | New |
| Values First Advisors, Inc. | 589 | $205.8K | 0.11% | −20−3.3% | Reduced |
| Aprio Wealth Management, LLC | 585 | $204.6K | 0.02% | +585 | New |
| United Asset Strategies, Inc. | 580 | $202.8K | 0.02% | −29−4.8% | Reduced |
| Alta Advisers Ltd | 576 | $201.3K | 0.06% | +576 | New |
| NBT Bank N A | 575 | $201.0K | 0.01% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 573 | $200.3K | 0.03% | +573 | New |
| Fairview Capital Investment Management, LLC | 573 | $200.3K | 0.01% | +573 | New |
| CoreCap Advisors, LLC | 555 | $194.0K | 0.01% | −148−21.1% | Reduced |
| Banque de Luxembourg S.A. | 547 | $191.2K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 546 | $190.8K | 0.00% | −85−13.5% | Reduced |
| Wealth Watch Advisors, INC | 538 | $188.0K | 0.08% | +538 | New |
| City State Bank | 530 | $185.3K | 0.05% | −200−27.4% | Reduced |
| Smithfield Trust Co | 532 | $184.0K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 520 | $181.8K | 0.02% | 00.0% | Unchanged |
| Tompkins Financial Corp | 516 | $180.4K | 0.02% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 510 | $178.3K | 0.01% | −272−34.8% | Reduced |
| State of Wyoming | 509 | $177.9K | 0.02% | −647−56.0% | Reduced |
| AdvisorNet Financial, Inc | 503 | $175.8K | 0.01% | +5+1.0% | Added |
| Coastline Trust Co | 500 | $174.8K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 499 | $174.4K | 0.02% | −45−8.3% | Reduced |
| Larson Financial Group LLC | 493 | $172.3K | 0.01% | +85+20.8% | Added |
| S&T Bank | 450 | $157.3K | 0.04% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 440 | $153.8K | 0.03% | +29+7.1% | Added |
| Catalyst Capital Advisors LLC | 434 | $151.7K | 0.00% | −19−4.2% | Reduced |
| Zions Bancorporation, National Association | 416 | $145.4K | 0.01% | +222+114.4% | Added |
| Maj Invest Holding A/S | 400 | $140.0K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 400 | $139.8K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 394 | $137.7K | 0.01% | +13+3.4% | Added |
| Employees Retirement System of Texas | 389 | $136.0K | 0.00% | +389 | New |
| Trust Co of Toledo NA | 380 | $132.8K | 0.01% | 00.0% | Unchanged |
| Crews Bank & Trust | 374 | $130.7K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 372 | $129.9K | 0.01% | −323−46.5% | Reduced |
| Navigoe, LLC | 353 | $123.0K | 0.08% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 343 | $119.9K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 340 | $118.8K | 0.04% | +340 | New |
| Cromwell Holdings LLC | 328 | $114.6K | 0.06% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 326 | $113.9K | 0.08% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 329 | $113.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 320 | $111.7K | 0.01% | −21−6.2% | Reduced |
| Onefund, LLC | 311 | $108.7K | 0.07% | +10+3.3% | Added |
| Oakworth Capital, Inc. | 304 | $106.3K | 0.01% | +20+7.0% | Added |
| Asset Dedication, LLC | 294 | $102.8K | 0.01% | +10+3.5% | Added |
| Valley National Advisers Inc | 293 | $102.0K | 0.02% | −166−36.2% | Reduced |
| 1620 Investment Advisors, Inc. | 287 | $100.3K | 0.07% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 278 | $97.0K | 0.04% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 275 | $96.1K | 0.02% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 274 | $95.0K | 0.06% | −55−16.7% | Reduced |
| Ossiam | 271 | $94.7K | 0.00% | −1,837−87.1% | Reduced |
| Versant Capital Management, Inc | 270 | $94.4K | 0.01% | +1+0.4% | Added |