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 |
|---|---|---|---|---|---|
| SummitTX Capital, L.P. | 4,561 | $1.59M | 0.07% | +4,561 | New |
| J.W. Cole Advisors, Inc. | 4,558 | $1.59M | 0.03% | +14+0.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,531 | $1.59M | 0.01% | +74+1.7% | Added |
| Central Pacific Bank - Trust Division | 4,516 | $1.58M | 0.19% | +147+3.4% | Added |
| Horizon Kinetics Asset Management LLC | 4,515 | $1.58M | 0.02% | −1,500−24.9% | Reduced |
| Prospera Financial Services Inc | 4,505 | $1.58M | 0.03% | +277+6.6% | Added |
| iA Global Asset Management Inc. | 4,479 | $1.57M | 0.02% | +4,479 | New |
| Axxcess Wealth Management, LLC | 4,479 | $1.57M | 0.03% | +2,985+199.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,451 | $1.56M | 0.00% | −45−1.0% | Reduced |
| Machina Capital S.A.S. | 4,422 | $1.55M | 0.27% | −2,777−38.6% | Reduced |
| RSM US Wealth Management LLC | 4,407 | $1.54M | 0.02% | −139−3.1% | Reduced |
| Penobscot Investment Management Company, Inc. | 4,398 | $1.54M | 0.12% | −90−2.0% | Reduced |
| Avantax Planning Partners, Inc. | 4,392 | $1.54M | 0.04% | −23−0.5% | Reduced |
| HB Wealth Management, LLC | 4,390 | $1.53M | 0.01% | +1,440+48.8% | Added |
| Courier Capital LLC | 4,387 | $1.53M | 0.09% | −65−1.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,310 | $1.51M | 0.76% | −69−1.6% | Reduced |
| Quantbot Technologies LP | 4,293 | $1.50M | 0.04% | −16,954−79.8% | Reduced |
| Agate Pass Investment Management, LLC | 4,280 | $1.50M | 0.57% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,259 | $1.49M | 0.03% | −1,285−23.2% | Reduced |
| IHT Wealth Management, LLC | 4,237 | $1.48M | 0.04% | −531−11.1% | Reduced |
| Centaurus Financial, Inc. | 4,237 | $1.48M | 0.07% | −385−8.3% | Reduced |
| Carmel Capital Partners, LLC | 4,130 | $1.44M | 0.61% | −2,450−37.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,118 | $1.44M | 0.10% | +66+1.6% | Added |
| SRS Capital Advisors, Inc. | 4,100 | $1.43M | 0.02% | +3,634+779.8% | Added |
| Empirical Finance, LLC | 4,100 | $1.43M | 0.07% | +38+0.9% | Added |
| United Capital Financial Advisers, LLC | 4,099 | $1.43M | 0.01% | −6−0.1% | Reduced |
| Omers Administration Corp | 4,093 | $1.43M | 0.01% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 4,051 | $1.42M | 0.34% | +2,851+237.6% | Added |
| Allstate Corp | 4,032 | $1.41M | 0.03% | +4,032 | New |
| Ofi Invest Asset Management | 4,675 | $1.39M | 0.03% | −10.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,978 | $1.39M | 0.05% | +167+4.4% | Added |
| Mirova | 3,969 | $1.39M | 0.20% | +129+3.4% | Added |
| Connective Portfolio Management, LLC | 4,000 | $1.38M | 2.44% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 3,940 | $1.38M | 0.14% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 3,899 | $1.36M | 0.03% | +19+0.5% | Added |
| Ci Investments Inc. | 3,827 | $1.34M | 0.00% | −94−2.4% | Reduced |
| HBK Sorce Advisory LLC | 3,692 | $1.30M | 0.03% | +1,737+88.8% | Added |
| Caxton Associates LLP | 3,714 | $1.30M | 0.04% | −1,473−28.4% | Reduced |
| RMB Capital Management, LLC | 3,712 | $1.30M | 0.02% | +446+13.7% | Added |
| Bridgeway Capital Management, LLC | 3,670 | $1.28M | 0.03% | +3,670 | New |
| Sigma Planning Corp | 3,651 | $1.28M | 0.04% | −231−6.0% | Reduced |
| Coldstream Capital Management Inc | 3,641 | $1.27M | 0.02% | +183+5.3% | Added |
| Strengthening Families & Communities, LLC | 3,775 | $1.27M | 0.28% | +2,944+354.3% | Added |
| Westwood Holdings Group Inc. | 3,607 | $1.26M | 0.01% | +32+0.9% | Added |
| BOCHK Asset Management Ltd | 3,600 | $1.26M | 0.33% | +2,800+350.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,583 | $1.25M | 0.02% | −13−0.4% | Reduced |
| Plato Investment Management Ltd | 3,556 | $1.23M | 0.08% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 3,510 | $1.23M | 0.12% | +3,510 | New |
| Quest Partners LLC | 3,500 | $1.22M | 0.08% | +1,252+55.7% | Added |
| Atria Investments LLC | 3,485 | $1.22M | 0.01% | +675+24.0% | Added |
| First Commonwealth Financial Corp | 3,477 | $1.22M | 0.20% | +13+0.4% | Added |
| HighPoint Advisor Group LLC | 3,440 | $1.20M | 0.06% | +58+1.7% | Added |
| Private Wealth Asset Management, LLC | 3,423 | $1.20M | 0.14% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 3,368 | $1.18M | 0.24% | +65+2.0% | Added |
| Heritage Trust Co | 3,356 | $1.17M | 0.12% | +26+0.8% | Added |
| Connecticut Wealth Management, LLC | 3,329 | $1.16M | 0.05% | +10.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,292 | $1.15M | 0.01% | +893+37.2% | Added |
| Adviser Investments LLC | 3,265 | $1.14M | 0.01% | −11−0.3% | Reduced |
| Regents Gate Capital LLP | 3,252 | $1.14M | 0.40% | +3,252 | New |
| Sovran Advisors, LLC | 3,104 | $1.13M | 0.10% | +211+7.3% | Added |
| NewEdge Wealth, LLC | 3,119 | $1.13M | 0.02% | +181+6.2% | Added |
| Transatlantique Private Wealth LLC | 3,228 | $1.13M | 0.37% | +133+4.3% | Added |
| Equitable Holdings, Inc. | 3,223 | $1.13M | 0.01% | +430+15.4% | Added |
| First Foundation Advisors | 3,177 | $1.11M | 0.04% | +20+0.6% | Added |
| Fire Capital Management LLC | 3,176 | $1.11M | 0.64% | +148+4.9% | Added |
| Alpha Wealth Funds, LLC | 3,083 | $1.11M | 0.91% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,163 | $1.11M | 0.06% | +331+11.7% | Added |
| Trillium Asset Management, LLC | 3,156 | $1.10M | 0.03% | −584−15.6% | Reduced |
| Uncommon Cents Investing LLC | 3,125 | $1.09M | 0.27% | −15−0.5% | Reduced |
| Marietta Investment Partners LLC | 3,125 | $1.09M | 0.21% | +334+12.0% | Added |
| Wahed Invest LLC | 3,095 | $1.08M | 0.15% | +18+0.6% | Added |
| Sandler Capital Management | 3,093 | $1.08M | 0.40% | −3,532−53.3% | Reduced |
| CWM, LLC | 3,073 | $1.07M | 0.00% | +309+11.2% | Added |
| Global Retirement Partners, LLC | 3,066 | $1.07M | 0.02% | +483+18.7% | Added |
| Stonebridge Capital Advisors LLC | 3,035 | $1.06M | 0.08% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 3,032 | $1.06M | 0.07% | +534+21.4% | Added |
| Beacon Pointe Advisors, LLC | 3,024 | $1.06M | 0.01% | +812+36.7% | Added |
| Strong Tower Advisory Services | 3,006 | $1.05M | 0.20% | +149+5.2% | Added |
| RBF Capital, LLC | 3,000 | $1.05M | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 2,998 | $1.05M | 0.09% | −178−5.6% | Reduced |
| PFG Investments, LLC | 2,997 | $1.05M | 0.05% | −367−10.9% | Reduced |
| Capital Asset Advisory Services LLC | 2,979 | $1.04M | 0.04% | +2,979 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 2,978 | $1.04M | 0.07% | −97−3.2% | Reduced |
| Nomura Holdings Inc | 2,975 | $1.04M | 0.00% | +2,975 | New |
| Rossmore Private Capital | 2,968 | $1.04M | 0.11% | +14+0.5% | Added |
| CLG LLC | 2,941 | $1.03M | 0.28% | −12−0.4% | Reduced |
| Integrated Advisors Network LLC | 2,926 | $1.02M | 0.04% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,918 | $1.02M | 0.05% | +505+20.9% | Added |
| Burney Co | 2,900 | $1.01M | 0.03% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,880 | $1.01M | 0.01% | −99−3.3% | Reduced |
| Perigon Wealth Management, LLC | 2,877 | $1.01M | 0.02% | +93+3.3% | Added |
| Capstone Investment Advisors, LLC | 2,804 | $980.1K | 0.01% | +260+10.2% | Added |
| Monetta Financial Services Inc | 2,800 | $978.7K | 0.69% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 2,782 | $972.4K | 0.28% | −5−0.2% | Reduced |
| Sit Investment Associates Inc | 2,780 | $972.0K | 0.02% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,819 | $970.3K | 0.04% | −196−6.5% | Reduced |
| Massmutual Trust Co FSB | 2,775 | $969.9K | 0.02% | +18+0.7% | Added |
| Beaton Management Co. Inc. | 2,768 | $967.0K | 0.44% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 2,765 | $966.5K | 0.01% | −2,475−47.2% | Reduced |
| Rakuten Investment Management, Inc. | 3,122 | $963.6K | 0.00% | +3,122 | New |