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 |
|---|---|---|---|---|---|
| Heron Bay Capital Management | 39,633 | $13.9M | 2.59% | −3,107−7.3% | Reduced |
| State of New Jersey Common Pension Fund D | 39,472 | $13.8M | 0.05% | +1,575+4.2% | Added |
| AQR Capital Management LLC | 39,899 | $13.8M | 0.01% | +7,786+24.2% | Added |
| Nomura Asset Management Co Ltd | 37,796 | $13.2M | 0.03% | +1,371+3.8% | Added |
| Prudential PLC | 36,864 | $12.9M | 0.09% | +19,971+118.2% | Added |
| Resona Asset Management Co.,Ltd. | 36,798 | $12.8M | 0.06% | −1,859−4.8% | Reduced |
| Cetera Investment Advisers | 36,341 | $12.7M | 0.01% | +7,786+27.3% | Added |
| Janus Henderson Group PLC | 36,143 | $12.6M | 0.01% | +3,020+9.1% | Added |
| Broderick Brian C | 36,027 | $12.6M | 2.39% | −2,025−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 36,556 | $12.6M | 0.02% | +590+1.6% | Added |
| Susquehanna International Group, LLP | 35,895 | $12.5M | 0.02% | −7,272−16.8% | Reduced |
| Creative Planning | 35,405 | $12.4M | 0.01% | +2,967+9.1% | Added |
| Public Employees Retirement System of Ohio | 35,352 | $12.4M | 0.04% | −307−0.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 35,173 | $12.3M | 0.11% | +145+0.4% | Added |
| Oak Associates, Ltd | 34,849 | $12.2M | 0.74% | +34,849 | New |
| Ensign Peak Advisors, Inc | 33,724 | $11.8M | 0.02% | +3,790+12.7% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,697 | $11.8M | 0.19% | +60.0% | Added |
| Arizona State Retirement System | 33,245 | $11.6M | 0.06% | +196+0.6% | Added |
| DnB Asset Management AS | 33,202 | $11.6M | 0.04% | +1,412+4.4% | Added |
| Foresight Group Ltd Liability Partnership | 33,070 | $11.6M | 1.73% | −1,679−4.8% | Reduced |
| Qube Research & Technologies Ltd | 32,989 | $11.5M | 0.02% | −8,367−20.2% | Reduced |
| Banque Pictet & Cie SA | 32,409 | $11.3M | 0.11% | +73+0.2% | Added |
| M. Kraus & Co | 32,334 | $11.3M | 3.16% | −252−0.8% | Reduced |
| Talbot Financial, LLC | 32,270 | $11.3M | 0.95% | +2,362+7.9% | Added |
| NorthCrest Asset Manangement, LLC | 32,270 | $11.1M | 0.27% | −170−0.5% | Reduced |
| Quantinno Capital Management LP | 31,481 | $11.0M | 0.03% | +16,105+104.7% | Added |
| American Century Companies Inc | 31,391 | $11.0M | 0.01% | +354+1.1% | Added |
| Captrust Financial Advisors | 31,359 | $11.0M | 0.02% | −215−0.7% | Reduced |
| Achmea Investment Management B.V. | 30,934 | $10.8M | 0.13% | +30,934 | New |
| Jane Street Group, LLC | 30,903 | $10.8M | 0.01% | −95,950−75.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 30,555 | $10.7M | 0.07% | −12,093−28.4% | Reduced |
| State of Michigan Retirement System | 30,413 | $10.6M | 0.05% | −200−0.7% | Reduced |
| Tema ETFs LLC | 30,232 | $10.6M | 0.88% | +2,798+10.2% | Added |
| Bartlett & Co. Wealth Management LLC | 30,029 | $10.5M | 0.14% | −1,189−3.8% | Reduced |
| Cerity Partners LLC | 29,657 | $10.4M | 0.02% | −1,343−4.3% | Reduced |
| Portland Global Advisors LLC | 29,594 | $10.3M | 1.15% | −365−1.2% | Reduced |
| Lansdowne Partners (UK) LLP | 29,540 | $10.3M | 0.87% | +2,765+10.3% | Added |
| Panagora Asset Management Inc | 29,429 | $10.3M | 0.04% | +28,652+3,687.5% | Added |
| Jacobs & Co | 29,369 | $10.3M | 0.98% | −1,023−3.4% | Reduced |
| Natixis | 28,681 | $10.0M | 0.05% | +15,988+126.0% | Added |
| Czech National Bank | 28,556 | $9.98M | 0.07% | +1,005+3.6% | Added |
| Scopus Asset Management, L.P. | 28,372 | $9.92M | 0.24% | −14,953−34.5% | Reduced |
| MetLife Investment Management | 28,340 | $9.91M | 0.05% | −802−2.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 28,306 | $9.89M | 0.09% | +8,773+44.9% | Added |
| Nisa Investment Advisors, LLC | 28,257 | $9.88M | 0.04% | −214−0.8% | Reduced |
| Brown Advisory Inc | 28,045 | $9.80M | 0.01% | −49−0.2% | Reduced |
| Fayez Sarofim & Co | 27,071 | $9.46M | 0.02% | 00.0% | Unchanged |
| Puzo Michael J | 27,037 | $9.45M | 2.58% | −924−3.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 27,000 | $9.44M | 0.05% | −644−2.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 26,893 | $9.40M | 0.04% | +2,579+10.6% | Added |
| Kestra Advisory Services, LLC | 26,856 | $9.39M | 0.04% | +8,013+42.5% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 26,501 | $9.26M | 0.03% | −10,105−27.6% | Reduced |
| ASR Vermogensbeheer N.V. | 26,104 | $9.12M | 0.11% | −174−0.7% | Reduced |
| Westend Capital Management, LLC | 26,035 | $9.10M | 2.65% | +374+1.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 25,625 | $8.96M | 0.03% | −91,083−78.0% | Reduced |
| Abn Amro Investment Solutions | 25,321 | $8.85M | 0.18% | +1,437+6.0% | Added |
| Forsta Ap-Fonden | 25,200 | $8.81M | 0.05% | +1,900+8.2% | Added |
| Dorsey & Whitney Trust CO LLC | 25,141 | $8.79M | 0.46% | +40+0.2% | Added |
| Drystone LLC | 24,954 | $8.72M | 7.85% | −421−1.7% | Reduced |
| Moore Capital Management, LP | 24,867 | $8.69M | 0.17% | +24,867 | New |
| Van Eck Associates Corp | 24,552 | $8.58M | 0.01% | +626+2.6% | Added |
| L & S Advisors Inc | 24,508 | $8.57M | 0.82% | −232−0.9% | Reduced |
| D.A. Davidson & Co. | 24,224 | $8.47M | 0.05% | −837−3.3% | Reduced |
| Retirement Systems of Alabama | 23,984 | $8.38M | 0.03% | −202−0.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 23,595 | $8.25M | 0.07% | −2,600−9.9% | Reduced |
| Kidder Stephen W | 23,581 | $8.24M | 2.36% | −1,615−6.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 23,514 | $8.22M | 1.41% | −6,721−22.2% | Reduced |
| First American Trust, FSB | 23,398 | $8.18M | 0.59% | −30−0.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,853 | $8.16M | 0.07% | −2,756−10.8% | Reduced |
| Rockland Trust Co | 22,895 | $8.00M | 0.33% | −3,677−13.8% | Reduced |
| TrimTabs Asset Management, LLC | 22,834 | $7.98M | 1.06% | +22,834 | New |
| USS Investment Management Ltd | 22,812 | $7.97M | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 22,705 | $7.94M | 0.10% | −3,501−13.4% | Reduced |
| Kovitz Investment Group Partners, LLC | 22,686 | $7.93M | 0.03% | −987−4.2% | Reduced |
| IFM Investors Pty Ltd | 23,005 | $7.90M | 0.07% | +1,350+6.2% | Added |
| Madison Asset Management, LLC | 22,537 | $7.88M | 0.09% | −26,388−53.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 22,486 | $7.86M | 0.40% | +3,498+18.4% | Added |
| Papp L Roy & Associates | 22,232 | $7.77M | 0.87% | +1,202+5.7% | Added |
| Brevan Howard Capital Management LP | 22,166 | $7.75M | 0.11% | +13,969+170.4% | Added |
| ABN AMRO Bank N.V. | 21,977 | $7.65M | 0.08% | +1,796+8.9% | Added |
| Amalgamated Bank | 21,860 | $7.64M | 0.05% | −456−2.0% | Reduced |
| KWMG, LLC | 21,701 | $7.59M | 0.66% | +286+1.3% | Added |
| GWM Advisors LLC | 21,696 | $7.58M | 0.03% | +605+2.9% | Added |
| Iyo Bank, Ltd. | 21,350 | $7.46M | 2.81% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 21,050 | $7.36M | 0.55% | −260−1.2% | Reduced |
| Boston Common Asset Management, LLC | 20,918 | $7.31M | 0.20% | −879−4.0% | Reduced |
| CIBC World Markets Inc. | 20,703 | $7.24M | 0.01% | +12,861+164.0% | Added |
| Toroso Investments, LLC | 20,679 | $7.23M | 0.03% | +4,908+31.1% | Added |
| Telos Capital Management, Inc. | 20,230 | $7.07M | 0.68% | +188+0.9% | Added |
| Twinbeech Capital LP | 19,877 | $6.95M | 0.27% | +19,877 | New |
| Prime Capital Investment Advisors, LLC | 19,682 | $6.88M | 0.09% | −582−2.9% | Reduced |
| Nicholas Company, Inc. | 19,641 | $6.87M | 0.12% | 00.0% | Unchanged |
| LGT Group Foundation | 19,495 | $6.81M | 0.08% | −3,568−15.5% | Reduced |
| ProShare Advisors LLC | 19,288 | $6.74M | 0.01% | −259−1.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 19,217 | $6.72M | 0.03% | −1,721−8.2% | Reduced |
| Azimuth Capital Investment Management LLC | 19,202 | $6.71M | 0.24% | −263−1.4% | Reduced |
| Magnetar Financial LLC | 19,134 | $6.69M | 0.04% | +16,206+553.5% | Added |
| Ilmarinen Mutual Pension Insurance Co | 18,900 | $6.61M | 0.05% | −100−0.5% | Reduced |
| Pathstone Holdings, LLC | 18,783 | $6.57M | 0.03% | −823−4.2% | Reduced |
| Utah Retirement Systems | 18,632 | $6.51M | 0.06% | 00.0% | Unchanged |