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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 8,686 | $3.04M | 0.03% | +3,667+73.1% | Added |
| Private Advisor Group, LLC | 8,677 | $3.03M | 0.01% | +116+1.4% | Added |
| EFG Asset Management (North America) Corp. | 8,630 | $3.02M | 0.39% | −296−3.3% | Reduced |
| Guyasuta Investment Advisors Inc | 8,623 | $3.01M | 0.17% | +908+11.8% | Added |
| Vinva Investment Management Ltd | 8,620 | $2.97M | 0.06% | +7,015+437.1% | Added |
| Occudo Quantitative Strategies LP | 8,494 | $2.97M | 0.36% | −648−7.1% | Reduced |
| Integrated Wealth Concepts LLC | 8,485 | $2.97M | 0.03% | +226+2.7% | Added |
| Wealthfront Advisers LLC | 8,293 | $2.90M | 0.01% | +676+8.9% | Added |
| Intech Investment Management LLC | 8,266 | $2.89M | 0.03% | +4,952+149.4% | Added |
| Advisory Services Network, LLC | 8,209 | $2.87M | 0.04% | −2,925−26.3% | Reduced |
| Nia Impact Advisors, LLC | 8,175 | $2.86M | 0.93% | −5−0.1% | Reduced |
| Dark Forest Capital Management LP | 8,148 | $2.85M | 0.11% | +8,148 | New |
| Erste Asset Management GmbH | 8,221 | $2.83M | 0.03% | −22,274−73.0% | Reduced |
| Mizuho Securities USA LLC | 8,189 | $2.81M | 0.06% | +394+5.1% | Added |
| Norinchukin Bank, The | 8,029 | $2.81M | 0.04% | +52+0.7% | Added |
| Commerzbank Aktiengesellschaft | 7,831 | $2.74M | 0.06% | +6,954+792.9% | Added |
| Stratos Wealth Partners, LTD. | 7,728 | $2.70M | 0.03% | +606+8.5% | Added |
| LMR Partners LLP | 7,693 | $2.69M | 0.03% | +7,693 | New |
| TD Waterhouse Canada Inc. | 7,647 | $2.67M | 0.02% | +215+2.9% | Added |
| Northcape Wealth Management, LLC | 7,649 | $2.67M | 0.78% | +103+1.4% | Added |
| Smith Group Asset Management, LLC | 7,625 | $2.67M | 0.15% | −20−0.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 7,155 | $2.50M | 0.43% | −125−1.7% | Reduced |
| Ancora Advisors, LLC | 7,141 | $2.50M | 0.05% | −866−10.8% | Reduced |
| Kentucky Retirement Systems | 7,104 | $2.48M | 0.07% | −139−1.9% | Reduced |
| SilverOak Wealth Management LLC | 7,094 | $2.48M | 0.42% | −1,300−15.5% | Reduced |
| Knollwood Investment Advisory, LLC | 6,950 | $2.43M | 0.22% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 6,926 | $2.42M | 0.52% | −108−1.5% | Reduced |
| Wesbanco Bank Inc | 6,923 | $2.42M | 0.07% | −156−2.2% | Reduced |
| BNP Paribas | 7,158 | $2.41M | 0.07% | −64−0.9% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 6,909 | $2.41M | 1.48% | −2,575−27.2% | Reduced |
| VCI Wealth Management LLC | 6,895 | $2.41M | 0.73% | +1,564+29.3% | Added |
| Aptus Capital Advisors, LLC | 6,880 | $2.40M | 0.02% | +4,168+153.7% | Added |
| Riverbridge Partners LLC | 6,806 | $2.38M | 0.04% | −185−2.6% | Reduced |
| Cornerstone Advisors, LLC | 6,800 | $2.38M | 0.08% | 00.0% | Unchanged |
| Bowen Hanes & Co Inc | 6,735 | $2.35M | 0.06% | 00.0% | Unchanged |
| Diversified Trust Co | 6,636 | $2.32M | 0.05% | +1,629+32.5% | Added |
| Summit Financial, LLC | 6,606 | $2.31M | 0.04% | +76+1.2% | Added |
| Leonteq Securities AG | 6,594 | $2.30M | 0.12% | +5,838+772.2% | Added |
| Moneta Group Investment Advisors LLC | 6,589 | $2.30M | 0.02% | −536−7.5% | Reduced |
| Hartford Investment Management Co | 6,586 | $2.30M | 0.07% | −222−3.3% | Reduced |
| Vident Advisory, LLC | 6,570 | $2.30M | 0.02% | −7,792−54.3% | Reduced |
| Concentric Capital Strategies, LP | 6,557 | $2.29M | 0.11% | −5,498−45.6% | Reduced |
| Impax Asset Management Group plc | 6,487 | $2.27M | 0.01% | −155−2.3% | Reduced |
| Bellwether Advisors, LLC | 6,402 | $2.24M | 0.37% | +6,402 | New |
| Two Sigma Advisers, LP | 6,400 | $2.24M | 0.00% | −70,900−91.7% | Reduced |
| CIBC Private Wealth Group, LLC | 6,205 | $2.17M | 0.00% | +630+11.3% | Added |
| Richard C. Young & CO., LTD. | 6,201 | $2.17M | 0.20% | −232−3.6% | Reduced |
| Tiaa Trust, National Association | 6,193 | $2.16M | 0.01% | −133−2.1% | Reduced |
| WoodTrust Financial Corp | 6,175 | $2.16M | 0.26% | 00.0% | Unchanged |
| Allworth Financial LP | 6,146 | $2.15M | 0.01% | +137+2.3% | Added |
| Argent Trust Co | 6,005 | $2.10M | 0.07% | +268+4.7% | Added |
| Sequoia Financial Advisors, LLC | 5,999 | $2.10M | 0.01% | +564+10.4% | Added |
| Venture Visionary Partners LLC | 5,953 | $2.08M | 0.07% | +317+5.6% | Added |
| Summit Asset Management, LLC | 5,944 | $2.08M | 0.32% | +300+5.3% | Added |
| Cypress Advisory Group LLC | 5,911 | $2.07M | 1.53% | −525−8.2% | Reduced |
| Louisiana State Employees Retirement System | 5,900 | $2.06M | 0.03% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,844 | $2.04M | 0.64% | −50−0.8% | Reduced |
| Bessemer Group Inc | 5,842 | $2.04M | 0.00% | +3,759+180.5% | Added |
| Alaethes Wealth LLC | 5,736 | $2.00M | 0.57% | −274−4.6% | Reduced |
| VestGen Advisors, LLC | 5,713 | $2.00M | 0.07% | −1,061−15.7% | Reduced |
| Summit Trail Advisors, LLC | 5,694 | $1.99M | 0.03% | +3,247+132.7% | Added |
| Ascent Group, LLC | 5,675 | $1.98M | 0.07% | +827+17.1% | Added |
| Terra Alpha Investments LLC | 5,666 | $1.98M | 2.02% | −56−1.0% | Reduced |
| Maryland State Retirement & Pension System | 5,644 | $1.97M | 0.04% | +144+2.6% | Added |
| Fifth Third Bancorp | 5,640 | $1.97M | 0.01% | +1,115+24.6% | Added |
| Davis-Rea Ltd. | 5,586 | $1.95M | 0.47% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 5,546 | $1.94M | 0.06% | −113−2.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 5,540 | $1.94M | 0.05% | −2,762−33.3% | Reduced |
| Savant Capital, LLC | 5,502 | $1.92M | 0.01% | −159−2.8% | Reduced |
| Securian Asset Management, Inc | 5,499 | $1.92M | 0.05% | −319−5.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 5,480 | $1.92M | 0.02% | +170+3.2% | Added |
| Connable Office Inc | 5,463 | $1.91M | 0.18% | +7+0.1% | Added |
| Journey Advisory Group, LLC | 5,425 | $1.90M | 0.14% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 5,418 | $1.89M | 0.01% | −27−0.5% | Reduced |
| Generali Asset Management SPA SGR | 5,410 | $1.89M | 0.04% | +5,410 | New |
| Allspring Global Investments Holdings, LLC | 5,399 | $1.89M | 0.00% | −138−2.5% | Reduced |
| Addison Capital Co | 5,366 | $1.88M | 0.55% | +1,855+52.8% | Added |
| Aviance Capital Partners, LLC | 5,345 | $1.87M | 0.22% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 5,261 | $1.84M | 0.03% | +2,507+91.0% | Added |
| New Mexico Educational Retirement Board | 5,076 | $1.77M | 0.06% | −200−3.8% | Reduced |
| Kornitzer Capital Management Inc | 5,056 | $1.77M | 0.04% | −320−6.0% | Reduced |
| Benjamin Edwards Inc | 5,007 | $1.75M | 0.02% | +422+9.2% | Added |
| Banque Cantonale Vaudoise | 5,007 | $1.75M | 0.07% | +2,171+76.6% | Added |
| Strategic Advisors LLC | 5,002 | $1.75M | 0.28% | +5,002 | New |
| E. Ohman J:or Asset Management AB | 5,000 | $1.75M | 0.04% | 00.0% | Unchanged |
| Allianz SE | 4,962 | $1.73M | 0.04% | −771−13.4% | Reduced |
| Lighthouse Investment Partners, LLC | 4,950 | $1.73M | 0.06% | −16,703−77.1% | Reduced |
| Triangle Securities Wealth Management | 4,935 | $1.72M | 0.39% | −9−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 4,912 | $1.72M | 0.39% | −29−0.6% | Reduced |
| Resources Investment Advisors, LLC. | 4,907 | $1.72M | 0.02% | +278+6.0% | Added |
| Empowered Funds, LLC | 4,867 | $1.70M | 0.02% | +1,742+55.7% | Added |
| Regions Financial Corp | 4,852 | $1.70M | 0.01% | +41+0.9% | Added |
| Ostrum Asset Management | 4,820 | $1.68M | 0.08% | −1,469−23.4% | Reduced |
| Slow Capital, Inc. | 4,754 | $1.66M | 0.20% | +4,754 | New |
| Parallax Volatility Advisers, L.P. | 4,696 | $1.64M | 0.05% | +596+14.5% | Added |
| Pinnacle Associates Ltd | 4,675 | $1.63M | 0.02% | −167−3.4% | Reduced |
| Crossmark Global Holdings, Inc. | 4,667 | $1.63M | 0.02% | +862+22.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 4,845 | $1.61M | 0.08% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 4,601 | $1.61M | 0.02% | +1,358+41.9% | Added |
| Elmwood Wealth Management, Inc. | 4,570 | $1.60M | 0.57% | −10−0.2% | Reduced |