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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 1,216 | $425.0K | 0.00% | +3+0.2% | Added |
| Fortitude Advisory Group L.L.C. | 1,210 | $422.8K | 0.23% | +78+6.9% | Added |
| Crescent Grove Advisors, LLC | 1,209 | $422.7K | 0.04% | +387+47.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 1,209 | $422.6K | 0.03% | +67+5.9% | Added |
| Wealthcare Advisory Partners LLC | 1,207 | $421.9K | 0.01% | +65+5.7% | Added |
| Confluence Wealth Services, Inc. | 1,206 | $421.5K | 0.02% | +19+1.6% | Added |
| Tyche Wealth Partners LLC | 1,200 | $419.4K | 0.07% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 1,195 | $417.7K | 0.06% | +1,195 | New |
| Keel Point, LLC | 1,192 | $416.7K | 0.03% | +33+2.8% | Added |
| Safeguard Investment Advisory Group, LLC | 1,187 | $415.0K | 0.10% | +1+0.1% | Added |
| Boston Private Wealth LLC | 1,182 | $413.1K | 0.02% | −228−16.2% | Reduced |
| Profund Advisors LLC | 1,181 | $412.8K | 0.01% | −87−6.9% | Reduced |
| Sowell Financial Services LLC | 1,178 | $411.8K | 0.02% | +1,178 | New |
| ProVise Management Group, LLC | 1,177 | $411.4K | 0.03% | −150−11.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 1,174 | $410.4K | 0.01% | +4+0.3% | Added |
| Savvy Advisors, Inc. | 1,173 | $410.0K | 0.02% | +40+3.5% | Added |
| Verity Asset Management, Inc. | 1,172 | $409.6K | 0.13% | −683−36.8% | Reduced |
| First Community Trust NA | 1,168 | $408.3K | 0.32% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 1,166 | $407.4K | 0.01% | −158−11.9% | Reduced |
| LS Investment Advisors, LLC | 1,165 | $407.2K | 0.06% | +125+12.0% | Added |
| Associated Banc-Corp | 1,162 | $406.2K | 0.01% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 1,160 | $405.5K | 0.28% | +1,160 | New |
| FORA Capital, LLC | 1,158 | $404.8K | 0.07% | +1,158 | New |
| Madden Securities Corp | 1,155 | $403.7K | 0.12% | −60−4.9% | Reduced |
| Hengehold Capital Management LLC | 1,153 | $403.1K | 0.03% | −159−12.1% | Reduced |
| Hardin Capital Partners, LLC | 1,150 | $402.0K | 0.22% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 1,149 | $401.4K | 0.14% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 1,148 | $401.3K | 0.01% | +236+25.9% | Added |
| Brown Brothers Harriman & Co | 1,145 | $400.2K | 0.00% | +496+76.4% | Added |
| Cornerstone Wealth Group, LLC | 1,144 | $399.9K | 0.03% | −71−5.8% | Reduced |
| Brookstone Capital Management | 1,139 | $398.0K | 0.00% | +38+3.5% | Added |
| Cedar Point Capital Partners, LLC | 1,134 | $396.4K | 0.26% | 00.0% | Unchanged |
| Beck Bode, LLC | 1,131 | $395.5K | 0.06% | +1,131 | New |
| Barnes Pettey Financial Advisors, LLC | 1,127 | $393.9K | 0.22% | +1,127 | New |
| MainStreet Investment Advisors LLC | 1,123 | $392.5K | 0.05% | 00.0% | Unchanged |
| DMG Group, LLC | 1,120 | $391.5K | 0.27% | +40+3.7% | Added |
| Tealwood Asset Management Inc | 1,120 | $391.0K | 0.16% | 00.0% | Unchanged |
| Janney Capital Management LLC | 1,112 | $389.0K | 0.02% | −1,419−56.1% | Reduced |
| Capital Investment Counsel, Inc | 1,105 | $386.2K | 0.05% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 1,100 | $384.4K | 0.05% | +9+0.8% | Added |
| Skopos Labs, Inc. | 1,165 | $384.4K | 0.05% | −49−4.0% | Reduced |
| WJ Wealth Management, LLC | 1,040 | $383.1K | 0.17% | −1,040−50.0% | Reduced |
| Cigna Investments Inc | 1,096 | $383.0K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,129 | $382.2K | 0.03% | 00.0% | Unchanged |
| Garner Asset Management Corp | 1,090 | $380.9K | 0.15% | 00.0% | Unchanged |
| Rebalance, LLC | 1,081 | $377.8K | 0.02% | −2−0.2% | Reduced |
| Jacobi Capital Management LLC | 1,079 | $377.0K | 0.02% | +13+1.2% | Added |
| Vicus Capital | 1,076 | $376.1K | 0.03% | +4+0.4% | Added |
| R Squared Ltd | 1,075 | $375.7K | 0.16% | +1,075 | New |
| Strategic Blueprint, LLC | 1,066 | $372.6K | 0.02% | +1,066 | New |
| West Michigan Advisors, LLC | 1,062 | $371.2K | 0.09% | +229+27.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 1,062 | $371.2K | 0.02% | +300+39.4% | Added |
| Change Path, LLC | 1,056 | $369.1K | 0.01% | −432−29.0% | Reduced |
| Ellevest, Inc. | 1,056 | $369.1K | 0.05% | +1,056 | New |
| Kelly Financial Services LLC | 1,053 | $367.9K | 0.10% | −29−2.7% | Reduced |
| Ieq Capital, LLC | 1,049 | $366.7K | 0.00% | −8,127−88.6% | Reduced |
| Carnegie Lake Advisors LLC | 1,048 | $366.3K | 0.14% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 1,044 | $364.8K | 0.04% | −219−17.3% | Reduced |
| Plancorp, LLC | 1,043 | $364.6K | 0.01% | −2−0.2% | Reduced |
| NorthRock Partners, LLC | 1,042 | $364.2K | 0.01% | +1,042 | New |
| U.S. Capital Wealth Advisors, LLC | 1,040 | $363.6K | 0.01% | +104+11.1% | Added |
| Level Four Advisory Services, LLC | 1,040 | $363.5K | 0.01% | +257+32.8% | Added |
| Simplicity Wealth,LLC | 1,038 | $362.8K | 0.02% | −1,377−57.0% | Reduced |
| Forum Financial Management, LP | 1,032 | $360.7K | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,029 | $359.7K | 0.01% | +1,029 | New |
| Ameritas Investment Partners, Inc. | 1,025 | $358.3K | 0.01% | −39−3.7% | Reduced |
| Parsons Capital Management Inc | 1,022 | $357.2K | 0.02% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,018 | $355.8K | 0.13% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,017 | $355.5K | 0.03% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,016 | $355.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 1,015 | $354.9K | 0.01% | +32+3.3% | Added |
| Kooman & Associates | 1,014 | $354.4K | 0.11% | 00.0% | Unchanged |
| Certified Advisory Corp | 1,008 | $352.3K | 0.03% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,016 | $351.6K | 0.08% | +1+0.1% | Added |
| FMB Wealth Management | 1,003 | $350.6K | 0.15% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 1,000 | $349.5K | 0.08% | −3−0.3% | Reduced |
| Founders Financial Securities LLC | 1,000 | $349.5K | 0.02% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 1,000 | $349.5K | 0.09% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,000 | $349.5K | 0.05% | 00.0% | Unchanged |
| Nwam LLC | 994 | $349.3K | 0.02% | −390−28.2% | Reduced |
| Live Oak Private Wealth LLC | 999 | $349.2K | 0.05% | 00.0% | Unchanged |
| Seven Mile Advisory | 994 | $347.4K | 0.06% | +183+22.6% | Added |
| Financial Security Advisor, Inc. | 993 | $347.1K | 0.07% | +13+1.3% | Added |
| Eastern Bank | 990 | $346.0K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 990 | $346.0K | 0.07% | +4+0.4% | Added |
| Tradewinds, LLC. | 988 | $345.4K | 0.08% | +988 | New |
| Dillon & Associates Inc | 984 | $344.0K | 0.04% | +18+1.9% | Added |
| Calamos Wealth Management LLC | 982 | $343.3K | 0.01% | −287−22.6% | Reduced |
| Pettyjohn, Wood & White, Inc | 982 | $343.2K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 971 | $339.4K | 0.01% | +172+21.5% | Added |
| Principal Securities, Inc. | 959 | $335.2K | 0.01% | −175−15.4% | Reduced |
| Numerai GP LLC | 949 | $331.7K | 0.05% | +949 | New |
| Fort Point Capital Partners LLC | 940 | $328.6K | 0.04% | −134−12.5% | Reduced |
| Crestwood Advisors Group LLC | 937 | $327.5K | 0.01% | +101+12.1% | Added |
| WealthPLAN Partners, LLC | 934 | $326.5K | 0.05% | −25−2.6% | Reduced |
| Optimize Financial Inc | 933 | $326.1K | 0.17% | +933 | New |
| Phillips Wealth Planners LLC | 929 | $323.8K | 0.27% | +290+45.4% | Added |
| Chelsea Counsel Co | 922 | $322.3K | 0.14% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 918 | $321.0K | 0.00% | +215+30.6% | Added |
| Bishop & Co Investment Management, LLC | 918 | $320.9K | 0.11% | 00.0% | Unchanged |