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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 262 | $91.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 259 | $90.5K | 0.00% | +14+5.7% | Added |
| CVA Family Office, LLC | 255 | $89.1K | 0.01% | +1+0.4% | Added |
| Country Trust Bank | 254 | $88.8K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 250 | $87.5K | 0.04% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 250 | $87.4K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 249 | $87.0K | 0.03% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 248 | $86.7K | 0.03% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 236 | $82.5K | 0.01% | +86+57.3% | Added |
| Independence Bank of Kentucky | 230 | $80.4K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 226 | $79.0K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 225 | $78.6K | 0.06% | 00.0% | Unchanged |
| Quent Capital, LLC | 220 | $77.0K | 0.01% | +220 | New |
| Wealth Preservation Advisors, LLC | 219 | $76.5K | 0.04% | +5+2.3% | Added |
| Hemington Wealth Management | 219 | $76.0K | 0.01% | +4+1.9% | Added |
| Princeton Global Asset Management LLC | 206 | $72.0K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $69.9K | 0.02% | 00.0% | Unchanged |
| Clear Street Markets LLC | 195 | $68.2K | 0.02% | +119+156.6% | Added |
| Aventura Private Wealth, LLC | 186 | $65.0K | 0.02% | +3+1.6% | Added |
| Covestor Ltd | 183 | $64.0K | 0.04% | −241−56.8% | Reduced |
| Root Financial Partners, LLC | 183 | $64.0K | 0.00% | +183 | New |
| Cary Street Partner Investment Advisory LLC | 182 | $63.6K | 0.03% | +2+1.1% | Added |
| Wall Street Access Asset Management, LLC | 178 | $62.2K | 0.02% | +178 | New |
| Asset Planning,Inc | 173 | $60.5K | 0.04% | 00.0% | Unchanged |
| ORG Partners LLC | 173 | $60.5K | 0.01% | +7+4.2% | Added |
| Bank of Jackson Hole Trust | 171 | $59.8K | 0.03% | +10+6.2% | Added |
| Spire Wealth Management | 168 | $58.8K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $57.7K | 0.01% | 00.0% | Unchanged |
| Wexford Capital LP | 165 | $57.7K | 0.02% | −114−40.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 163 | $56.7K | 0.00% | +107+191.1% | Added |
| Strategic Wealth Partners, Ltd. | 160 | $55.9K | 0.00% | +160 | New |
| Old Point Trust & Financial Services N A | 154 | $53.8K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 150 | $52.6K | 0.03% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 148 | $51.7K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 139 | $48.6K | 0.02% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,121 | $47.2K | 0.04% | +956+579.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 135 | $47.2K | 0.00% | +135 | New |
| Flagship Wealth Advisors, LLC | 133 | $46.5K | 0.02% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 131 | $45.8K | 0.00% | −9−6.4% | Reduced |
| Strategic Investment Solutions, Inc. | 129 | $45.1K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 125 | $43.7K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 125 | $43.7K | 0.02% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 125 | $43.7K | 0.04% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 124 | $43.4K | 0.01% | 00.0% | Unchanged |
| Team Financial Group, LLC | 122 | $42.5K | 0.02% | +1+0.8% | Added |
| Sachetta, LLC | 120 | $42.1K | 0.02% | +108+900.0% | Added |
| SBI Securities Co., Ltd. | 117 | $40.9K | 0.00% | +1+0.9% | Added |
| Motco | 112 | $39.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $39.1K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 111 | $38.8K | 0.01% | −43−27.9% | Reduced |
| Quarry LP | 107 | $37.4K | 0.01% | −413−79.4% | Reduced |
| TSFG, LLC | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $35.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $35.0K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $35.0K | 0.03% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $35.0K | 0.01% | +50+100.0% | Added |
| First United Bank Trust | 96 | $33.6K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $32.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 94 | $32.5K | 0.01% | +94 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 91 | $31.8K | 0.06% | +75+468.8% | Added |
| Community Bank, N.A. | 90 | $31.5K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $28.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $28.4K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 80 | $28.0K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $27.6K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $26.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 74 | $25.9K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 73 | $25.6K | 0.01% | +1+1.4% | Added |
| MV Capital Management, Inc. | 72 | $25.2K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 71 | $24.8K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 70 | $24.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 70 | $24.5K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 65 | $22.7K | 0.00% | +65 | New |
| Game Plan Financial Advisors, LLC | 64 | $22.4K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 64 | $22.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 64 | $22.4K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 63 | $22.2K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 63 | $22.0K | 0.02% | −9−12.5% | Reduced |
| Delta Asset Management LLC | 63 | $22.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 62 | $21.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 56 | $20.0K | 0.00% | +44+366.7% | Added |
| Albion Financial Group | 57 | $19.9K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 57 | $19.9K | 0.01% | −81−58.7% | Reduced |
| Indiana Trust & Investment Management CO | 53 | $18.5K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 51 | $17.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 50 | $17.5K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $17.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 49 | $17.0K | 0.00% | +2+4.3% | Added |
| UMA Financial Services, Inc. | 48 | $16.8K | 0.00% | +41+585.7% | Added |
| Richardson Financial Services Inc. | 48 | $16.8K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 48 | $16.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 46 | $16.1K | 0.00% | +7+17.9% | Added |
| Seneschal Advisors, LLC | 42 | $14.7K | 0.01% | +42 | New |
| Fortitude Family Office, LLC | 42 | $14.7K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 41 | $14.4K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 41 | $14.2K | 0.00% | +1+2.5% | Added |
| Manchester Capital Management LLC | 40 | $14.0K | 0.00% | −2−4.8% | Reduced |
| Salomon & Ludwin, LLC | 40 | $14.0K | 0.00% | +40 | New |
| GPS Wealth Strategies Group, LLC | 39 | $13.6K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 39 | $13.6K | 0.00% | +39 | New |