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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 127,601 | $44.6M | 0.06% | −6,201−4.6% | Reduced |
| Natixis Advisors, L.P. | 127,489 | $44.6M | 0.07% | −29,557−18.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 127,091 | $44.4M | 0.14% | −19,616−13.4% | Reduced |
| Capital Advisors Inc | 117,822 | $41.2M | 0.69% | +116,653+9,978.9% | Added |
| Gamco Investors, Inc. Et Al | 113,546 | $39.7M | 0.39% | −2,080−1.8% | Reduced |
| Standard Life Aberdeen plc | 113,251 | $39.0M | 0.06% | +13,305+13.3% | Added |
| HighTower Advisors, LLC | 107,595 | $37.6M | 0.04% | +5,170+5.0% | Added |
| State Board of Administration of Florida Retirement System | 104,471 | $36.5M | 0.06% | −7,769−6.9% | Reduced |
| Bank of Montreal | 101,354 | $35.4M | 0.02% | +10,344+11.4% | Added |
| D. E. Shaw & Co., Inc. | 100,552 | $35.1M | 0.03% | +44,644+79.9% | Added |
| First Trust Advisors LP | 99,467 | $34.8M | 0.03% | +82,473+485.3% | Added |
| Pictet Asset Management Holding SA | 98,040 | $34.3M | 0.03% | +6,493+7.1% | Added |
| STRS Ohio | 95,706 | $33.5M | 0.12% | −1,499−1.5% | Reduced |
| Renaissance Group LLC | 94,455 | $33.0M | 1.25% | +94,455 | New |
| Manufacturers Life Insurance Company, The | 93,337 | $32.6M | 0.03% | +5,117+5.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 92,495 | $32.3M | 0.07% | −13,603−12.8% | Reduced |
| CI Private Wealth, LLC | 92,398 | $32.3M | 0.05% | +503+0.5% | Added |
| Hemenway Trust Co LLC | 92,331 | $32.3M | 2.47% | −7,397−7.4% | Reduced |
| Alyeska Investment Group, L.P. | 91,343 | $31.9M | 0.10% | +91,343 | New |
| Davis R M Inc | 90,477 | $31.6M | 0.55% | +1,331+1.5% | Added |
| Aviva PLC | 89,894 | $31.4M | 0.06% | +5,298+6.3% | Added |
| New York State Teachers Retirement System | 89,728 | $31.4M | 0.06% | +3,150+3.6% | Added |
| Gabelli Funds LLC | 89,577 | $31.3M | 0.21% | −2,485−2.7% | Reduced |
| Storebrand Asset Management AS | 89,567 | $31.3M | 0.08% | +3,372+3.9% | Added |
| Commonwealth Equity Services, LLC | 89,519 | $31.3M | 0.04% | −7,192−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 86,873 | $30.4M | 0.02% | −1,228−1.4% | Reduced |
| Teacher Retirement System of Texas | 86,399 | $30.2M | 0.12% | +49,510+134.2% | Added |
| Gotham Asset Management, LLC | 85,579 | $29.9M | 0.13% | +49,566+137.6% | Added |
| Trexquant Investment LP | 82,839 | $29.0M | 0.30% | −10,531−11.3% | Reduced |
| Ninety One UK Ltd | 82,437 | $28.8M | 0.06% | 00.0% | Unchanged |
| FIL Ltd | 78,657 | $27.5M | 0.02% | −128,066−62.0% | Reduced |
| Federated Hermes, Inc. | 77,050 | $26.9M | 0.05% | +42,962+126.0% | Added |
| Marshall Wace, LLP | 75,373 | $26.3M | 0.03% | −354,119−82.5% | Reduced |
| Philadelphia Trust Co | 74,808 | $26.1M | 1.84% | +16,434+28.2% | Added |
| US Bancorp | 74,671 | $26.1M | 0.03% | −953−1.3% | Reduced |
| Boston Family Office LLC | 74,548 | $26.1M | 1.66% | −1,499−2.0% | Reduced |
| Danske Bank A/S | 74,422 | $26.0M | 0.06% | +10,400+16.2% | Added |
| Russell Investments Group, Ltd. | 72,560 | $25.3M | 0.03% | +33,715+86.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 71,956 | $25.2M | 0.23% | −26,500−26.9% | Reduced |
| Granite Investment Partners, LLC | 67,006 | $23.4M | 1.33% | −2,815−4.0% | Reduced |
| Capital Fund Management S.A. | 66,931 | $23.4M | 0.23% | +39,214+141.5% | Added |
| New York State Common Retirement Fund | 66,868 | $23.4M | 0.03% | −1,161−1.7% | Reduced |
| Rockefeller Capital Management L.P. | 66,626 | $23.3M | 0.05% | +2,310+3.6% | Added |
| Covea Finance | 66,309 | $23.2M | 0.81% | +1,600+2.5% | Added |
| Caisse de Depot Et Placement du Quebec | 65,634 | $22.9M | 0.04% | +65,634 | New |
| Artisan Partners Limited Partnership | 65,251 | $22.8M | 0.03% | +65,251 | New |
| State of Wisconsin Investment Board | 62,996 | $22.0M | 0.05% | −1,045−1.6% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 61,834 | $21.6M | 0.11% | +4,086+7.1% | Added |
| Andra AP-fonden | 61,800 | $21.6M | 0.28% | +45,400+276.8% | Added |
| Parnassus Investments | 60,163 | $21.0M | 0.05% | −661−1.1% | Reduced |
| Swiss Life Asset Management Ltd | 59,583 | $20.8M | 0.11% | +2,050+3.6% | Added |
| Carnegie Capital Asset Management, LLC | 59,345 | $20.7M | 0.39% | −10,421−14.9% | Reduced |
| Allianz Asset Management GmbH | 59,207 | $20.7M | 0.03% | +53,463+930.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 57,986 | $20.3M | 0.06% | −2,109−3.5% | Reduced |
| Exchange Traded Concepts, LLC | 56,650 | $19.8M | 0.19% | +3,722+7.0% | Added |
| GHP Investment Advisors, Inc. | 55,988 | $19.6M | 0.82% | +2,202+4.1% | Added |
| APG Asset Management N.V. | 63,500 | $18.9M | 0.05% | 00.0% | Unchanged |
| Mariner, LLC | 53,634 | $18.7M | 0.02% | −2,657−4.7% | Reduced |
| Credit Agricole S A | 53,356 | $18.6M | 0.06% | +53,356 | New |
| Mitsubishi UFJ Trust & Banking Corp | 52,651 | $18.4M | 0.04% | −13,366−20.2% | Reduced |
| Royal London Asset Management Ltd | 52,419 | $18.3M | 0.04% | −574−1.1% | Reduced |
| National Bank of Canada | 52,259 | $18.3M | 0.02% | −79,323−60.3% | Reduced |
| Swedbank AB | 52,257 | $18.3M | 0.02% | −557−1.1% | Reduced |
| Commerce Bank | 52,226 | $18.3M | 0.10% | +426+0.8% | Added |
| Baker Chad R | 52,060 | $18.2M | 3.13% | −50−0.1% | Reduced |
| South State Corp. | 51,898 | $18.1M | 0.84% | +1,728+3.4% | Added |
| Eventide Asset Management, LLC | 51,819 | $18.1M | 0.30% | +837+1.6% | Added |
| Comerica Bank | 51,144 | $17.9M | 0.07% | −322−0.6% | Reduced |
| Treasurer of the State of North Carolina | 50,879 | $17.8M | 0.05% | −1,982−3.7% | Reduced |
| North Star Asset Management Inc | 50,783 | $17.8M | 0.72% | −1,586−3.0% | Reduced |
| Korea Investment CORP | 50,350 | $17.6M | 0.04% | +6,261+14.2% | Added |
| Oppenheimer & Co Inc | 50,160 | $17.5M | 0.21% | −3,330−6.2% | Reduced |
| TD Asset Management Inc | 49,398 | $17.3M | 0.01% | −440−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 49,077 | $17.2M | 0.05% | −350−0.7% | Reduced |
| Peapack Gladstone Financial Corp | 48,138 | $16.8M | 0.22% | −415−0.9% | Reduced |
| Macquarie Group Ltd | 48,124 | $16.8M | 0.02% | −2,525−5.0% | Reduced |
| Cabot Wealth Management Inc | 48,058 | $16.8M | 1.86% | −337−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 47,635 | $16.6M | 0.24% | +1,105+2.4% | Added |
| La Banque Postale Asset Management SA | 47,532 | $16.6M | 0.20% | −74−0.2% | Reduced |
| Rodgers Brothers Inc. | 47,191 | $16.5M | 2.03% | −808−1.7% | Reduced |
| Somerville Kurt F | 45,878 | $16.0M | 2.65% | −5,009−9.8% | Reduced |
| Daiwa Securities Group Inc. | 45,399 | $15.9M | 0.05% | +6,191+15.8% | Added |
| Grandfield & Dodd, LLC | 45,326 | $15.8M | 0.90% | −388−0.8% | Reduced |
| State of Tennessee, Treasury Department | 45,079 | $15.8M | 0.05% | −14,341−24.1% | Reduced |
| Baird Financial Group, Inc. | 45,003 | $15.7M | 0.03% | −6,319−12.3% | Reduced |
| Janney Montgomery Scott LLC | 44,667 | $15.6M | 0.04% | −391−0.9% | Reduced |
| Williams Jones Wealth Management, LLC. | 43,983 | $15.4M | 0.18% | −995−2.2% | Reduced |
| British Columbia Investment Management Corp | 43,081 | $15.1M | 0.09% | −24,359−36.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 42,802 | $15.0M | 0.10% | +800+1.9% | Added |
| Interval Partners, LP | 42,586 | $14.9M | 0.32% | +10,186+31.4% | Added |
| Core Wealth Partners LLC | 41,669 | $14.6M | 6.69% | +64+0.2% | Added |
| LMCG Investments, LLC | 41,571 | $14.5M | 0.85% | −336−0.8% | Reduced |
| Isthmus Partners, LLC | 41,470 | $14.5M | 3.22% | −911−2.1% | Reduced |
| Toronto Dominion Bank | 41,408 | $14.5M | 0.03% | −4,366−9.5% | Reduced |
| Advisor Group Holdings, Inc. | 41,826 | $14.4M | 0.02% | −604−1.4% | Reduced |
| NEOS Investment Management LLC | 41,216 | $14.4M | 0.11% | +5,167+14.3% | Added |
| KLP Kapitalforvaltning AS | 40,970 | $14.3M | 0.06% | 00.0% | Unchanged |
| Jain Global LLC | 40,540 | $14.2M | 0.18% | −44,273−52.2% | Reduced |
| Keybank National Association | 40,538 | $14.2M | 0.05% | −1,515−3.6% | Reduced |
| Gradient Investments LLC | 40,058 | $14.0M | 0.23% | +38,628+2,701.3% | Added |