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 |
|---|---|---|---|---|---|
| M&G Plc | 18,587 | $6.51M | 0.03% | −4,876−20.8% | Reduced |
| Delaney Dennis R | 18,493 | $6.46M | 3.24% | −2,434−11.6% | Reduced |
| Ethic Inc. | 18,444 | $6.45M | 0.11% | +1,738+10.4% | Added |
| Engineers Gate Manager LP | 18,328 | $6.41M | 0.07% | +4,758+35.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 18,226 | $6.37M | 0.05% | +1,100+6.4% | Added |
| Advisors Asset Management, Inc. | 17,919 | $6.26M | 0.11% | +1,979+12.4% | Added |
| Mandatum Life Insurance Co Ltd | 17,500 | $6.12M | 1.46% | −7,500−30.0% | Reduced |
| Xponance, Inc. | 17,376 | $6.07M | 0.05% | −623−3.5% | Reduced |
| CIBC Asset Management Inc | 17,324 | $6.06M | 0.02% | −276−1.6% | Reduced |
| Hall Laurie J Trustee | 16,942 | $5.92M | 1.93% | −190−1.1% | Reduced |
| Sanctuary Advisors, LLC | 16,899 | $5.91M | 0.03% | +3,108+22.5% | Added |
| Northwest & Ethical Investments L.P. | 16,490 | $5.76M | 0.14% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 16,436 | $5.74M | 0.05% | −479−2.8% | Reduced |
| Two Sigma Investments, LP | 16,400 | $5.73M | 0.01% | −44,290−73.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,237 | $5.68M | 0.05% | +99+0.6% | Added |
| Alerus Financial NA | 15,941 | $5.57M | 0.28% | −845−5.0% | Reduced |
| Notis-McConarty Edward | 15,753 | $5.51M | 2.56% | −1,400−8.2% | Reduced |
| McGuire Investment Group, LLC | 15,736 | $5.50M | 0.62% | −128−0.8% | Reduced |
| JustInvest LLC | 15,523 | $5.45M | 0.06% | +775+5.3% | Added |
| CIBC Bancorp USA Inc. | 15,522 | $5.43M | 0.03% | +15,522 | New |
| Silvant Capital Management LLC | 15,513 | $5.42M | 0.19% | −434−2.7% | Reduced |
| MAI Capital Management | 15,253 | $5.33M | 0.03% | −6,703−30.5% | Reduced |
| MUFG Securities EMEA plc | 15,152 | $5.30M | 0.13% | +14,819+4,450.2% | Added |
| Mercer Global Advisors Inc | 15,143 | $5.29M | 0.01% | +2,421+19.0% | Added |
| Farmers & Merchants Investments Inc | 15,122 | $5.29M | 0.15% | −124−0.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,039 | $5.26M | 0.00% | +119+0.8% | Added |
| Elo Mutual Pension Insurance Co | 15,037 | $5.26M | 0.09% | +15,037 | New |
| Stratos Wealth Advisors, LLC | 15,011 | $5.25M | 0.25% | +301+2.0% | Added |
| Davy Global Fund Management Ltd | 15,000 | $5.24M | 0.36% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 14,930 | $5.22M | 1.25% | +35+0.2% | Added |
| S-Bank Fund Management Ltd | 14,882 | $5.20M | 0.69% | +3,936+36.0% | Added |
| Night Squared LP | 14,867 | $5.20M | 1.88% | +1,302+9.6% | Added |
| Edgestream Partners, L.P. | 14,720 | $5.15M | 0.15% | +13,256+905.5% | Added |
| Eisler Capital Management Ltd. | 14,717 | $5.14M | 0.12% | +14,717 | New |
| Synovus Financial Corp | 14,687 | $5.13M | 0.06% | −371−2.5% | Reduced |
| Atlantic Union Bankshares Corp | 14,645 | $5.12M | 0.10% | +3,377+30.0% | Added |
| HITE Hedge Asset Management LLC | 14,620 | $5.11M | 0.28% | −9,205−38.6% | Reduced |
| ING Groep NV | 14,535 | $5.08M | 0.03% | −2,096−12.6% | Reduced |
| Brinker Capital Investments, LLC | 14,269 | $4.99M | 0.04% | −1,013−6.6% | Reduced |
| Ascent Wealth Partners, LLC | 14,173 | $4.95M | 0.57% | +922+7.0% | Added |
| Bill Few Associates, Inc. | 14,019 | $4.90M | 1.26% | +275+2.0% | Added |
| Bank of Nova Scotia | 13,853 | $4.84M | 0.01% | +2,026+17.1% | Added |
| AXA Investment Managers S.A. | 13,471 | $4.71M | 0.01% | +13,471 | New |
| Yousif Capital Management, LLC | 13,247 | $4.63M | 0.05% | −819−5.8% | Reduced |
| Glenmede Investment Management, LP | 13,224 | $4.62M | 0.02% | +89+0.7% | Added |
| Beese Fulmer Investment Management, Inc. | 13,127 | $4.59M | 0.32% | −46−0.3% | Reduced |
| Roberts Wealth Advisors, LLC | 13,062 | $4.57M | 1.21% | −107−0.8% | Reduced |
| DJE Kapital AG | 13,686 | $4.52M | 0.11% | 00.0% | Unchanged |
| Colony Group, LLC | 12,810 | $4.48M | 0.01% | +1,318+11.5% | Added |
| Oregon Public Employees Retirement Fund | 12,766 | $4.46M | 0.06% | +3,075+31.7% | Added |
| Apollon Wealth Management, LLC | 12,718 | $4.45M | 0.08% | +8,923+235.1% | Added |
| Campbell & CO Investment Adviser LLC | 12,665 | $4.43M | 0.33% | −3,762−22.9% | Reduced |
| M&T Bank Corp | 12,592 | $4.40M | 0.01% | −2,470−16.4% | Reduced |
| Mackenzie Financial Corp | 12,583 | $4.40M | 0.01% | −557−4.2% | Reduced |
| Elefante Mark B | 12,382 | $4.33M | 2.77% | +787+6.8% | Added |
| OP Asset Management Ltd | 12,337 | $4.31M | 0.06% | +355+3.0% | Added |
| Searle & Co. | 12,293 | $4.30M | 1.14% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,190 | $4.26M | 0.04% | −740−5.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 12,166 | $4.25M | 0.01% | −794−6.1% | Reduced |
| Gateway Investment Advisers LLC | 12,104 | $4.23M | 0.04% | +946+8.5% | Added |
| Fiduciary Trust Co | 12,057 | $4.21M | 0.05% | +62+0.5% | Added |
| First Pacific Financial | 12,046 | $4.21M | 0.58% | +2,708+29.0% | Added |
| Morningstar Investment Management LLC | 12,013 | $4.20M | 0.15% | +12,013 | New |
| State of Alaska, Department of Revenue | 12,005 | $4.20M | 0.04% | −660−5.2% | Reduced |
| Banque Transatlantique SA | 11,966 | $4.18M | 0.10% | +416+3.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 11,929 | $4.17M | 0.86% | −4,100−25.6% | Reduced |
| Kampmann Melissa S. | 11,858 | $4.14M | 3.02% | −10−0.1% | Reduced |
| Verition Fund Management LLC | 11,790 | $4.12M | 0.02% | −8,319−41.4% | Reduced |
| Weatherly Asset Management L. P. | 11,692 | $4.09M | 0.34% | −155−1.3% | Reduced |
| Everence Capital Management Inc | 11,678 | $4.08M | 0.24% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 11,536 | $4.03M | 0.54% | +2,536+28.2% | Added |
| Smithbridge Asset Management Inc | 11,535 | $4.03M | 0.59% | −141−1.2% | Reduced |
| Dempze Nancy E | 11,520 | $4.03M | 2.21% | −779−6.3% | Reduced |
| MML Investors Services, LLC | 11,428 | $3.99M | 0.01% | +5,524+93.6% | Added |
| O'Shaughnessy Asset Management, LLC | 11,348 | $3.97M | 0.02% | +1,410+14.2% | Added |
| Jones Financial Companies LLLP | 11,285 | $3.88M | 0.00% | +1,746+18.3% | Added |
| Public Employees Retirement Association of Colorado | 10,871 | $3.80M | 0.01% | −255−2.3% | Reduced |
| KBC Group NV | 10,756 | $3.76M | 0.01% | +464+4.5% | Added |
| Scotia Capital Inc. | 10,658 | $3.73M | 0.02% | −2,454−18.7% | Reduced |
| Bridgewater Associates, LP | 10,636 | $3.72M | 0.01% | +5,812+120.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 10,627 | $3.71M | 0.09% | +10,627 | New |
| Baldwin Investment Management, LLC | 10,540 | $3.68M | 0.42% | −75−0.7% | Reduced |
| Charter Trust Co | 10,229 | $3.58M | 0.21% | +93+0.9% | Added |
| Vontobel Holding Ltd. | 10,210 | $3.57M | 0.01% | −824−7.5% | Reduced |
| Meeder Asset Management Inc | 10,138 | $3.54M | 0.20% | +10,123+67,486.7% | Added |
| Metis Global Partners, LLC | 10,121 | $3.54M | 0.08% | −505−4.8% | Reduced |
| Rafferty Asset Management, LLC | 10,116 | $3.54M | 0.01% | −1,099−9.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 10,000 | $3.50M | 0.39% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 9,700 | $3.39M | 0.01% | +1,173+13.8% | Added |
| Jefferies Financial Group Inc. | 9,657 | $3.38M | 0.03% | +4,615+91.5% | Added |
| Eukles Asset Management | 9,567 | $3.34M | 1.30% | −11−0.1% | Reduced |
| Buckhead Capital Management LLC | 9,421 | $3.29M | 1.20% | −2,261−19.4% | Reduced |
| Pacer Advisors, Inc. | 9,249 | $3.23M | 0.01% | −2,637−22.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 9,127 | $3.19M | 0.33% | −182−2.0% | Reduced |
| Cresset Asset Management, LLC | 9,103 | $3.18M | 0.01% | −232−2.5% | Reduced |
| Lido Advisors, LLC | 9,080 | $3.17M | 0.01% | −2,388−20.8% | Reduced |
| SG Americas Securities, LLC | 9,081 | $3.17M | 0.01% | +6,259+221.8% | Added |
| Westport Asset Management Inc | 9,000 | $3.15M | 1.31% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8,860 | $3.10M | 1.04% | −120−1.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,832 | $3.09M | 0.02% | 00.0% | Unchanged |