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 |
|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 2,656 | $960.2K | 0.06% | +2,656 | New |
| Mendel Money Management | 2,727 | $953.2K | 0.40% | −25−0.9% | Reduced |
| Financial Management Network Inc | 2,727 | $950.5K | 0.16% | +27+1.0% | Added |
| Wedbush Securities Inc | 2,718 | $950.0K | 0.03% | −31−1.1% | Reduced |
| Merit Financial Group, LLC | 2,715 | $948.8K | 0.01% | −110−3.9% | Reduced |
| Finivi Inc. | 2,706 | $946.0K | 0.60% | +38+1.4% | Added |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $943.7K | 0.25% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,686 | $938.8K | 0.03% | −1,119−29.4% | Reduced |
| Apella Capital, LLC | 2,675 | $930.9K | 0.02% | +1,494+126.5% | Added |
| Hillsdale Investment Management Inc. | 2,650 | $926.3K | 0.03% | +2,650 | New |
| Cyndeo Wealth Partners, LLC | 2,610 | $912.1K | 0.05% | −26−1.0% | Reduced |
| Equitable Trust Co | 2,598 | $908.1K | 0.04% | +29+1.1% | Added |
| Golden State Wealth Management, LLC | 2,596 | $907.4K | 0.10% | 00.0% | Unchanged |
| Umb Bank N A | 2,595 | $907.0K | 0.01% | −23−0.9% | Reduced |
| Ameritas Advisory Services, LLC | 2,591 | $905.5K | 0.06% | −1,124−30.3% | Reduced |
| Western Wealth Management, LLC | 2,581 | $902.1K | 0.05% | −72−2.7% | Reduced |
| Raiffeisen Bank International AG | 2,607 | $898.2K | 0.01% | +2,033+354.2% | Added |
| Farther Finance Advisors, LLC | 2,539 | $887.4K | 0.01% | +188+8.0% | Added |
| WBI Investments | 2,524 | $882.3K | 0.23% | +130+5.4% | Added |
| Valeo Financial Advisors, LLC | 2,519 | $880.5K | 0.02% | −401−13.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,513 | $878.5K | 0.07% | −475−15.9% | Reduced |
| QRG Capital Management, Inc. | 2,505 | $875.5K | 0.01% | −1,066−29.9% | Reduced |
| Alps Advisors Inc | 2,498 | $873.1K | 0.00% | +1,140+83.9% | Added |
| Wellington Management Group LLP | 2,487 | $869.3K | 0.00% | −651,010−99.6% | Reduced |
| Kinneret Advisory, LLC | 2,479 | $866.5K | 0.07% | −11−0.4% | Reduced |
| Wetherby Asset Management Inc | 2,469 | $863.0K | 0.04% | −157−6.0% | Reduced |
| Warren Averett Asset Management, LLC | 2,464 | $861.2K | 0.01% | +232+10.4% | Added |
| Whittier Trust Co | 2,456 | $858.1K | 0.01% | +477+24.1% | Added |
| Interchange Capital Partners, LLC | 2,448 | $855.6K | 0.17% | +32+1.3% | Added |
| MONECO Advisors, LLC | 2,407 | $841.4K | 0.07% | +11+0.5% | Added |
| Cito Capital Group, LLC | 2,400 | $839.0K | 0.24% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2,398 | $838.2K | 0.05% | +10.0% | Added |
| Mystic Asset Management, Inc. | 2,383 | $832.9K | 0.19% | +103+4.5% | Added |
| Concurrent Investment Advisors, LLC | 2,363 | $825.9K | 0.01% | +131+5.9% | Added |
| Evelyn Partners Investment Management LLP | 2,353 | $822.4K | 0.02% | 00.0% | Unchanged |
| SCS Capital Management LLC | 2,349 | $821.0K | 0.01% | 00.0% | Unchanged |
| Choate Investment Advisors | 2,343 | $819.0K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,279 | $814.0K | 0.02% | +82+3.7% | Added |
| Congress Asset Management Co | 2,322 | $811.6K | 0.01% | −380−14.1% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $807.4K | 0.32% | 00.0% | Unchanged |
| Vestcor Inc | 2,290 | $800.0K | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 2,283 | $797.9K | 0.01% | +91+4.2% | Added |
| Acropolis Investment Management, LLC | 2,396 | $795.7K | 0.04% | +103+4.5% | Added |
| Qtron Investments LLC | 2,267 | $792.4K | 0.10% | +2,267 | New |
| Coppell Advisory Solutions LLC | 2,297 | $791.3K | 0.09% | 00.0% | Unchanged |
| Drake & Associates, LLC | 2,147 | $778.6K | 0.16% | +8+0.4% | Added |
| Ferguson Wellman Capital Management, Inc | 2,222 | $776.7K | 0.01% | +2,222 | New |
| Atomi Financial Group, Inc. | 2,220 | $776.1K | 0.03% | +224+11.2% | Added |
| Horizon Investments, LLC | 2,213 | $773.5K | 0.01% | +452+25.7% | Added |
| Snowden Capital Advisors LLC | 2,200 | $769.0K | 0.02% | −14−0.6% | Reduced |
| Hoge Financial Services, LLC | 2,193 | $766.7K | 0.44% | +10+0.5% | Added |
| Siemens Fonds Invest GmbH | 2,185 | $763.7K | 0.04% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 2,131 | $744.8K | 0.00% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 2,120 | $741.0K | 0.08% | 00.0% | Unchanged |
| Voleon Capital Management LP | 2,111 | $737.9K | 0.02% | +604+40.1% | Added |
| MCF Advisors LLC | 2,102 | $734.6K | 0.05% | +926+78.7% | Added |
| Birmingham Capital Management Co Inc | 2,100 | $734.0K | 0.34% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,100 | $734.0K | 0.05% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 2,126 | $732.5K | 0.03% | +258+13.8% | Added |
| Stiles Financial Services Inc | 2,093 | $731.7K | 0.23% | −42−2.0% | Reduced |
| HM Payson & Co | 2,071 | $723.9K | 0.01% | −50−2.4% | Reduced |
| Verus Capital Partners, LLC | 2,071 | $723.9K | 0.06% | −52−2.4% | Reduced |
| Flputnam Investment Management Co | 2,069 | $723.0K | 0.01% | −54−2.5% | Reduced |
| Integrated Investment Consultants, LLC | 2,066 | $722.1K | 0.12% | −1,261−37.9% | Reduced |
| First Citizens Bank & Trust Co | 2,064 | $721.4K | 0.02% | −80−3.7% | Reduced |
| Advisors Capital Management, LLC | 2,062 | $720.7K | 0.01% | −4−0.2% | Reduced |
| Kingsview Wealth Management, LLC | 2,049 | $716.3K | 0.01% | +140+7.3% | Added |
| Global Trust Asset Management, LLC | 2,039 | $712.6K | 0.32% | +212+11.6% | Added |
| Insigneo Advisory Services, LLC | 2,037 | $712.0K | 0.05% | −247−10.8% | Reduced |
| LRI Investments, LLC | 2,006 | $701.3K | 0.06% | −20−1.0% | Reduced |
| AE Wealth Management LLC | 1,983 | $693.1K | 0.00% | +629+46.5% | Added |
| Argent Advisors, Inc. | 1,982 | $692.8K | 0.20% | +21+1.1% | Added |
| CAPROCK Group, Inc. | 1,990 | $689.2K | 0.02% | +1,990 | New |
| Lecap Asset Management Ltd | 1,949 | $681.2K | 0.24% | −2,564−56.8% | Reduced |
| Bayforest Capital Ltd | 1,949 | $681.2K | 0.32% | +6+0.3% | Added |
| Hager Investment Management Services, LLC | 1,918 | $670.4K | 0.36% | −22−1.1% | Reduced |
| Smartleaf Asset Management LLC | 1,941 | $668.7K | 0.04% | +552+39.7% | Added |
| Quadrant Capital Group LLC | 1,909 | $667.3K | 0.02% | +9+0.5% | Added |
| Sender Co & Partners, Inc. | 1,899 | $663.8K | 0.26% | +946+99.3% | Added |
| TigerOak Management, L.L.C. | 1,886 | $659.2K | 0.20% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,883 | $658.2K | 0.48% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,880 | $657.2K | 0.02% | −17−0.9% | Reduced |
| Ballentine Partners, LLC | 1,860 | $650.1K | 0.01% | +143+8.3% | Added |
| MTM Investment Management, LLC | 1,858 | $649.4K | 0.21% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 1,854 | $648.0K | 0.02% | −3,293−64.0% | Reduced |
| Phoenix Holdings Ltd. | 1,843 | $644.4K | 0.01% | +695+60.5% | Added |
| Procyon Private Wealth Partners, LLC | 1,842 | $643.8K | 0.04% | +194+11.8% | Added |
| Sumitomo Life Insurance Co | 1,831 | $640.0K | 0.02% | −51−2.7% | Reduced |
| Stonegate Investment Group, LLC | 1,821 | $636.4K | 0.01% | +2+0.1% | Added |
| Signaturefd, LLC | 1,813 | $633.7K | 0.01% | +23+1.3% | Added |
| Marble Harbor Investment Counsel, LLC | 1,800 | $629.2K | 0.07% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,797 | $628.1K | 0.03% | +3+0.2% | Added |
| Focus Financial Network, Inc. | 1,789 | $625.3K | 0.02% | −13−0.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,787 | $624.6K | 0.01% | +458+34.5% | Added |
| Davis Investment Partners, LLC | 1,785 | $623.5K | 0.21% | −200−10.1% | Reduced |
| Pure Financial Advisors, Inc. | 1,782 | $622.7K | 0.01% | +83+4.9% | Added |
| Argonautica Private Wealth Management, Inc | 1,779 | $621.8K | 0.18% | +8+0.5% | Added |
| Callan Family Office, LLC | 1,778 | $621.5K | 0.02% | −270−13.2% | Reduced |
| Moran Wealth Management, LLC | 1,771 | $619.0K | 0.02% | −181−9.3% | Reduced |
| Ellenbecker Investment Group | 1,754 | $613.2K | 0.09% | −263−13.0% | Reduced |