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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, Q4 2025

Institutional positions in Rockwell Automation, Inc as of Dec 31, 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
1,420
+149 vs. Q3 2025
Shares held
95.4M
+3.61M (+3.9%) vs. Q3 2025
Total value
$37.1B
+$4.99B (+15.6%) vs. Q3 2025
New holders
229
473 more added
Sold out
80
440 more reduced

25 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 1,420 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ4 2025: $37.1B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2025.

Institutions holding ROK in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc14,206,311$5.53B0.08%+114,469+0.8%Added
BlackRock, Inc.10,472,629$4.07B0.07%+679,677+6.9%Added
State Street Corp4,996,130$1.94B0.07%+202,705+4.2%Added
Morgan Stanley2,921,840$1.14B0.07%+276,021+10.4%Added
Geode Capital Management, LLC2,924,501$1.13B0.07%+17,855+0.6%Added
Goldman Sachs Group Inc2,110,729$821.2M0.12%+30,463+1.5%Added
UBS Group AG1,626,661$632.9M0.13%−345,384−17.5%Reduced
Norges Bank1,582,224$615.6M0.07%+1,582,224New
Invesco Ltd.1,545,104$601.2M0.06%+309,316+25.0%Added
Charles Schwab Investment Management Inc1,538,613$598.6M0.09%−24,465−1.6%Reduced
Price T Rowe Associates Inc1,468,132$571.2M0.06%−1,755,056−54.5%Reduced
Northern Trust Corp1,421,465$553.0M0.07%−1,984−0.1%Reduced
Bank of America Corp1,228,195$477.9M0.03%−96,093−7.3%Reduced
UBS Asset Management Americas Inc1,082,372$421.1M0.09%−2,543−0.2%Reduced
Sumitomo Mitsui Trust Holdings, Inc.977,999$380.5M0.22%−19,191−1.9%Reduced
Victory Capital Management Inc964,878$375.4M0.21%+108,403+12.7%Added
Holocene Advisors, LP925,627$360.1M0.76%−63,802−6.4%Reduced
Amundi879,900$342.3M0.09%+9,262+1.1%Added
Alliancebernstein L.P.860,388$334.8M0.11%−155,887−15.3%Reduced
Fisher Asset Management, LLC857,529$333.6M0.11%+35,028+4.3%Added
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main854,192$332.3M0.29%+315,816+58.7%Added
Voya Investment Management LLC798,216$310.6M0.31%+283,747+55.2%Added
Mirae Asset Global ETFs Holdings Ltd.796,711$310.0M0.46%+18,697+2.4%Added
Royal Bank of Canada760,934$296.1M0.05%+230,894+43.6%Added
Lazard Asset Management LLC760,552$295.9M0.50%−656,324−46.3%Reduced
Nordea Investment Management AB744,814$291.1M0.25%+127,733+20.7%Added
Legal & General Group Plc733,710$285.5M0.06%+29,347+4.2%Added
Dimensional Fund Advisors LP686,925$267.3M0.06%−36,208−5.0%Reduced
Bank of New York Mellon Corp639,644$248.9M0.04%−84,293−11.6%Reduced
JPMorgan Chase & Co628,818$244.7M0.02%−190,890−23.3%Reduced
Raymond James Financial Inc608,032$238.1M0.07%+138,899+29.6%Added
Balyasny Asset Management LLC560,715$218.2M0.41%+238,993+74.3%Added
Alecta Pensionsforsakring, Omsesidigt551,275$214.5M0.94%−225,600−29.0%Reduced
Citadel Advisors LLC524,802$204.2M0.14%+55,817+11.9%Added
Arrowstreet Capital, Limited Partnership522,636$203.3M0.12%+200,672+62.3%Added
Robeco Institutional Asset Management B.V.469,004$182.5M0.26%+3,558+0.8%Added
Fullerton Fund Management Co Ltd.463,267$180.2M7.88%+248,798+116.0%Added
Ameriprise Financial Inc416,442$162.0M0.04%+246,051+144.4%Added
Davenport & Co LLC411,266$160.5M0.87%−7,562−1.8%Reduced
Eurizon Capital SGR S.p.A.400,120$156.0M0.49%+400,120New
Schroder Investment Management Group391,332$154.1M0.12%+131,160+50.4%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.374,843$149.4M0.10%−16,803−4.3%Reduced
FMR LLC380,995$148.2M0.01%+182,736+92.2%Added
Assenagon Asset Management S.A.366,963$142.8M0.21%+131,656+56.0%Added
Thrivent Financial for Lutherans355,809$138.4M0.25%−91,826−20.5%Reduced
Quilter Plc355,804$138.4M2.32%+2,475+0.7%Added
Deutsche Bank AG352,572$137.2M0.04%+8,352+2.4%Added
Ontario Teachers Pension Plan Board351,309$136.7M3.04%+4,879+1.4%Added
Mairs & Power Inc330,334$128.5M1.24%−80,443−19.6%Reduced
DekaBank Deutsche Girozentrale417,024$127.6M0.24%00.0%Unchanged
Neuberger Berman Group LLC322,032$125.3M0.09%+145,115+82.0%Added
Man Group plc321,449$125.1M0.24%+20,760+6.9%Added
King Luther Capital Management Corp316,968$123.3M0.50%−7,381−2.3%Reduced
Swiss National Bank308,140$119.9M0.07%−16,760−5.2%Reduced
Saturna Capital CORP301,462$117.3M1.56%−450.0%Reduced
Wells Fargo & Company298,918$116.3M0.02%+32,097+12.0%Added
Worldquant Millennium Advisors LLC297,960$115.9M0.45%−65,074−17.9%Reduced
Nuveen, LLC296,831$115.5M0.03%−2,107−0.7%Reduced
Great Lakes Advisors, LLC280,686$109.2M0.89%−992−0.4%Reduced
Barclays PLC279,937$108.9M0.04%−17,158−5.8%Reduced
Blair William & Co279,153$108.6M0.29%−460.0%Reduced
HSBC Holdings PLC274,512$107.0M0.06%+44,944+19.6%Added
Prudential Financial Inc257,285$100.1M0.12%−19,889−7.2%Reduced
Primecap Management Co254,910$99.2M0.08%−126,202−33.1%Reduced
Canada Pension Plan Investment Board250,640$97.5M0.07%+19,948+8.6%Added
Huntington National Bank249,858$97.2M0.58%+3,328+1.3%Added
Franklin Resources Inc234,091$91.1M0.02%−120,090−33.9%Reduced
Westfield Capital Management Co LP233,795$91.0M0.38%+29,460+14.4%Added
Agf Management Ltd229,868$89.4M0.39%+229,868New
Jennison Associates LLC228,406$88.9M0.05%−34,321−13.1%Reduced
Millennium Management LLC222,490$86.6M0.06%+60,064+37.0%Added
Artisan Partners Limited Partnership218,176$84.9M0.13%+152,925+234.4%Added
Acadian Asset Management LLC215,090$83.7M0.14%+36,004+20.1%Added
Rhumbline Advisers211,493$82.3M0.07%−2,706−1.3%Reduced
LPL Financial LLC202,825$78.9M0.02%+20,569+11.3%Added
California Public Employees Retirement System201,607$78.4M0.04%+2,719+1.4%Added
Reynders McVeigh Capital Management, LLC197,865$77.0M3.61%−3,515−1.7%Reduced
Stifel Financial Corp194,571$75.7M0.07%−16,966−8.0%Reduced
Birch Hill Investment Advisors LLC192,763$75.0M3.13%−2,990−1.5%Reduced
Candriam Luxembourg S.C.A.181,140$70.5M0.35%+25,821+16.6%Added
Kames Capital plc173,787$67.6M0.80%−4,289−2.4%Reduced
Qube Research & Technologies Ltd171,173$66.6M0.10%+138,184+418.9%Added
Great West Life Assurance Co170,097$66.2M0.12%−110,951−39.5%Reduced
California State Teachers Retirement System170,200$66.2M0.07%−1,255−0.7%Reduced
Handelsbanken Fonder AB169,457$65.9M0.20%+33,413+24.6%Added
Waters Parkerson & Co., LLC168,272$65.5M3.22%−1,116−0.7%Reduced
Los Angeles Capital Management LLC178,430$65.2M0.22%−4,297−2.4%Reduced
UniSuper Management Pty Ltd166,533$64.8M0.39%−1,002−0.6%Reduced
Stephens Investment Management Group LLC165,763$64.5M0.84%+326+0.2%Added
Citigroup Inc164,260$63.9M0.04%−12,830−7.2%Reduced
Principal Financial Group Inc164,142$63.9M0.03%−970−0.6%Reduced
Freestone Grove Partners LP161,697$62.9M0.45%+161,697New
Markel Group Inc.SuperinvestorMarkel Group154,900$60.3M0.48%00.0%Unchanged
BNP Paribas Arbitrage, SA154,260$60.0M0.04%−8,684−5.3%Reduced
Mackenzie Financial Corp149,898$58.9M0.07%+137,315+1,091.3%Added
Envestnet Asset Management Inc150,973$58.7M0.02%−62,067−29.1%Reduced
Allianz Asset Management GmbH145,569$56.6M0.06%+86,362+145.9%Added
National Pension Service143,099$55.7M0.04%−18,052−11.2%Reduced
Capital Advisors Inc143,015$55.6M0.90%+25,193+21.4%Added
Nissay Asset Management Corp142,792$55.6M0.29%−18,845−11.7%Reduced