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 |
|---|---|---|---|---|---|
| K2 Principal Fund, L.P. | 1,750 | $611.7K | 0.06% | +1,750 | New |
| TD Private Client Wealth LLC | 1,743 | $609.2K | 0.01% | −181−9.4% | Reduced |
| IFP Advisors, Inc | 1,742 | $608.9K | 0.02% | +315+22.1% | Added |
| One Capital Management, LLC | 1,740 | $608.3K | 0.02% | −213−10.9% | Reduced |
| Chatham Capital Group, Inc. | 1,734 | $606.1K | 0.09% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,733 | $605.7K | 0.07% | −64−3.6% | Reduced |
| Strategies Wealth Advisors, LLC | 1,712 | $598.2K | 0.06% | +2+0.1% | Added |
| Eagle Wealth Strategies LLC | 1,707 | $596.6K | 0.30% | 00.0% | Unchanged |
| Shell Asset Management Co | 1,703 | $595.0K | 0.06% | −953−35.9% | Reduced |
| Gallacher Capital Management LLC | 1,699 | $593.9K | 0.23% | +1,699 | New |
| Global Assets Advisory, LLC | 1,694 | $592.1K | 0.18% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,693 | $591.8K | 0.36% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 1,688 | $590.0K | 0.03% | +8+0.5% | Added |
| Transcend Wealth Collective, LLC | 1,685 | $588.9K | 0.04% | +54+3.3% | Added |
| Claro Advisors LLC | 1,675 | $585.5K | 0.09% | +1+0.1% | Added |
| Uniting Wealth Partners, LLC | 1,669 | $583.4K | 0.14% | +69+4.3% | Added |
| Syon Capital LLC | 1,665 | $582.0K | 0.03% | +322+24.0% | Added |
| BigSur Wealth Management LLC | 1,664 | $581.6K | 0.14% | 00.0% | Unchanged |
| Anb Bank | 1,657 | $579.2K | 0.23% | −59−3.4% | Reduced |
| Taylor Financial Group, Inc. | 1,648 | $576.0K | 0.33% | 00.0% | Unchanged |
| Globeflex Capital L P | 1,635 | $571.5K | 0.09% | −11,519−87.6% | Reduced |
| Groupe la Francaise | 1,634 | $571.1K | 0.01% | +17+1.1% | Added |
| Symphony Financial, Ltd. Co. | 1,631 | $567.7K | 0.07% | −1,298−44.3% | Reduced |
| Watershed Private Wealth LLC | 1,619 | $565.9K | 0.18% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1,611 | $563.1K | 0.23% | −2−0.1% | Reduced |
| Crowley Wealth Management, Inc. | 1,610 | $562.7K | 0.45% | 00.0% | Unchanged |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $559.2K | 0.15% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,600 | $559.2K | 0.09% | +38+2.4% | Added |
| Groupama Asset Managment | 1,594 | $557.2K | 0.01% | −1,477−48.1% | Reduced |
| USA Financial Portformulas Corp | 1,594 | $557.2K | 0.10% | +1,594 | New |
| XML Financial, LLC | 1,593 | $556.8K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,583 | $553.3K | 0.00% | −874−35.6% | Reduced |
| Catalytic Wealth RIA, LLC | 1,582 | $553.0K | 0.02% | +570+56.3% | Added |
| Assetmark, Inc | 1,581 | $552.6K | 0.00% | +337+27.1% | Added |
| Montag A & Associates Inc | 1,579 | $551.8K | 0.03% | −30−1.9% | Reduced |
| 1st Source Bank | 1,575 | $550.5K | 0.03% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,575 | $550.4K | 0.23% | +102+6.9% | Added |
| Evercore Wealth Management, LLC | 1,563 | $546.3K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,552 | $542.5K | 0.07% | −36−2.3% | Reduced |
| Hunter Associates Investment Management LLC | 1,550 | $541.0K | 0.08% | −115−6.9% | Reduced |
| Annex Advisory Services, LLC | 1,527 | $533.8K | 0.01% | +48+3.2% | Added |
| Empower Advisory Group, LLC | 1,524 | $532.7K | 0.00% | +589+63.0% | Added |
| Manning & Napier Advisors LLC | 1,510 | $527.8K | 0.01% | −3,585−70.4% | Reduced |
| Marathon Strategic Advisors, LLC | 1,500 | $524.3K | 0.42% | 00.0% | Unchanged |
| Corient IA LLC | 1,500 | $524.3K | 0.39% | 00.0% | Unchanged |
| Bokf, NA | 1,497 | $523.2K | 0.01% | −41−2.7% | Reduced |
| Jump Financial, LLC | 1,490 | $520.8K | 0.01% | −1,291−46.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,490 | $518.7K | 0.14% | −72−4.6% | Reduced |
| Brighton Jones LLC | 1,473 | $514.8K | 0.01% | +86+6.2% | Added |
| Atlantic Trust, LLC | 1,468 | $513.3K | 0.09% | 00.0% | Unchanged |
| National Asset Management, Inc. | 1,462 | $511.0K | 0.02% | −123−7.8% | Reduced |
| Quantitative Investment Management, LLC | 1,462 | $511.0K | 0.07% | −7,024−82.8% | Reduced |
| Trueblood Wealth Management, LLC | 1,454 | $508.2K | 0.20% | −35−2.4% | Reduced |
| AlphaCore Capital LLC | 1,448 | $506.2K | 0.02% | +66+4.8% | Added |
| Daymark Wealth Partners, LLC | 1,433 | $500.9K | 0.02% | −1,760−55.1% | Reduced |
| Parkwoods Wealth Partners, LLC | 1,429 | $499.5K | 0.17% | +2+0.1% | Added |
| Chesapeake Capital Corp | 1,426 | $498.4K | 0.45% | +1,426 | New |
| FourThought Financial Partners, LLC | 1,425 | $498.0K | 0.04% | +3+0.2% | Added |
| Nations Financial Group Inc, | 1,418 | $495.9K | 0.03% | +1+0.1% | Added |
| Vise Technologies, Inc. | 1,410 | $493.0K | 0.02% | +135+10.6% | Added |
| North Ridge Wealth Advisors, Inc. | 1,410 | $492.8K | 0.28% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $489.3K | 0.16% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,398 | $488.5K | 0.06% | +91+7.0% | Added |
| Johnson Investment Counsel Inc | 1,385 | $484.2K | 0.00% | +3+0.2% | Added |
| J. Safra Sarasin Holding AG | 1,384 | $483.8K | 0.01% | +30+2.2% | Added |
| Dakota Wealth Management | 1,379 | $482.0K | 0.01% | −423−23.5% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,367 | $477.7K | 0.31% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 1,365 | $477.1K | 0.02% | −125−8.4% | Reduced |
| Hutchinson Capital Management | 1,357 | $474.3K | 0.08% | −2−0.1% | Reduced |
| Founders Financial Alliance, LLC | 1,354 | $473.3K | 0.09% | +544+67.2% | Added |
| Parallel Advisors, LLC | 1,347 | $471.0K | 0.01% | −56−4.0% | Reduced |
| Harbour Investments, Inc. | 1,334 | $466.2K | 0.01% | −139−9.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 1,333 | $465.8K | 0.20% | +171+14.7% | Added |
| Frank, Rimerman Advisors LLC | 1,331 | $465.2K | 0.03% | +6+0.5% | Added |
| Resources Management Corp | 1,329 | $465.0K | 0.06% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 1,321 | $461.7K | 0.21% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 1,315 | $459.7K | 0.02% | −372−22.1% | Reduced |
| Brown Financial Advisors | 1,312 | $458.6K | 0.17% | +1,312 | New |
| Formidable Asset Management, LLC | 1,378 | $457.7K | 0.07% | 00.0% | Unchanged |
| We Are One Seven, LLC | 1,301 | $454.8K | 0.01% | +622+91.6% | Added |
| Cullinan Associates Inc | 1,300 | $454.4K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $454.4K | 0.31% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 1,292 | $451.6K | 0.01% | −285−18.1% | Reduced |
| Fiduciary Alliance LLC | 1,287 | $449.8K | 0.03% | +21+1.7% | Added |
| Great Valley Advisor Group, Inc. | 1,279 | $446.9K | 0.01% | +2+0.2% | Added |
| Rehmann Capital Advisory Group | 1,275 | $445.6K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 1,273 | $445.0K | 0.02% | −720−36.1% | Reduced |
| Cannon Financial Strategists, Inc. | 1,268 | $443.1K | 0.06% | +130+11.4% | Added |
| TCG Advisory Services, LLC | 1,264 | $441.9K | 0.02% | −889−41.3% | Reduced |
| Bridges Investment Management Inc | 1,254 | $438.3K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,253 | $438.1K | 0.00% | +180+16.8% | Added |
| West Wealth Group, LLC | 1,241 | $437.0K | 0.10% | −148−10.7% | Reduced |
| Centerpoint Advisors, LLC | 1,250 | $437.0K | 0.14% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 1,247 | $435.9K | 0.02% | +76+6.5% | Added |
| Monticello Wealth Management, LLC | 1,245 | $435.2K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,244 | $434.8K | 0.01% | −1−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 1,228 | $429.2K | 0.03% | −173−12.3% | Reduced |
| Navalign, LLC | 1,225 | $428.1K | 0.11% | +5+0.4% | Added |
| Hudson Bay Capital Management LP | 1,224 | $427.8K | 0.00% | +1,224 | New |
| Steinberg Asset Management LLC | 1,223 | $427.5K | 0.31% | 00.0% | Unchanged |