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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
Raleigh Capital Management Inc.0$260.00%0Unchanged
Richardson Financial Services Inc.48$2430.00%00.0%Unchanged
Davis Capital Management1$3890.00%00.0%Unchanged
NVWM, LLC1$3890.00%+1New
Luken Investment Analytics, LLC1$3890.00%+1New
Benson Wealth Management INC1$3890.00%+1New
Quattro Advisors LLC1$3890.00%+1New
Beaird Harris Wealth Management, LLC1$3900.00%−8−88.9%Reduced
Cedar Mountain Advisors, LLC1$3990.00%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.1$4290.00%00.0%Unchanged
Investors Portfolio Services LLC2$6570.00%+2New
Geneos Wealth Management Inc.2$7780.00%00.0%Unchanged
Trust Co2$7780.00%+2New
Cherry Tree Wealth Management, LLC2$7790.00%00.0%Unchanged
Torren Management, LLC2$7980.00%+2New
Signature Resources Capital Management, LLC3$1.17K0.00%00.0%Unchanged
Hara Capital LLC3$1.17K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC3$1.17K0.00%+1+50.0%Added
Key Capital Management, INC3$1.17K0.00%+3New
American Capital Advisory, LLC3$1.17K0.00%+1+50.0%Added
Hughes Financial Services, LLC4$1.56K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.4$1.56K0.00%00.0%Unchanged
Optima Capital LLC4$1.56K0.00%+4New
Advocate Investing Services LLC4$1.56K0.00%+4New
1015 Capital Partners, LLC4$1.56K0.00%+4New
DecisionPoint Financial, LLC4$1.56K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC4$1.56K0.00%+4New
Winnow Wealth LLC4$1.56K0.00%00.0%Unchanged
Caitlin John, LLC4$1.66K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.5$1.95K0.00%00.0%Unchanged
Fairway Wealth LLC5$1.95K0.00%00.0%Unchanged
High Note Wealth, LLC5$1.95K0.00%+5New
Park Place Capital Corp5$1.95K0.00%+5New
Coston, McIsaac & Partners6$2.00K0.00%00.0%Unchanged
WPG Advisers, LLC6$2.33K0.00%−32−84.2%Reduced
Fairman Group, LLC6$2.33K0.00%−6−50.0%Reduced
Highline Wealth Partners LLC6$2.33K0.00%00.0%Unchanged
IMG Wealth Management, Inc.6$2.33K0.00%+2+50.0%Added
Tucker Asset Management LLC6$2.33K0.00%+6New
Private Wealth Management Group, LLC6$2.33K0.00%−5−45.5%Reduced
Wolff Wiese Magana LLC6$2.33K0.00%00.0%Unchanged
Greenline Wealth Management LLC7$2.61K0.00%+7New
Hollencrest Capital Management7$2.72K0.00%00.0%Unchanged
Anchor Investment Management, LLC7$2.72K0.00%00.0%Unchanged
Corsicana & Co.7$2.72K0.00%00.0%Unchanged
Arlington Trust Co LLC7$2.72K0.00%+7New
Bravera Wealth7$2.72K0.00%+7New
Entrust Financial LLC7$2.72K0.00%+7New
Moisand Fitzgerald Tamayo, LLC8$3.11K0.00%−9−52.9%Reduced
Imprint Wealth LLC8$3.11K0.01%−8−50.0%Reduced
PFS Partners, LLC8$3.11K0.00%00.0%Unchanged
Rialto Wealth Management, LLC8$3.11K0.00%+1+14.3%Added
Kilter Group LLC8$3.11K0.00%+2+33.3%Added
MidFirst Bank8$3.11K0.00%+8New
Caldwell Sutter Capital, Inc.9$3.50K0.00%00.0%Unchanged
Sawyer & Company, Inc10$3.89K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC10$4.06K0.00%00.0%Unchanged
Dunhill Financial, LLC11$4.25K0.00%+1+10.0%Added
Activest Wealth Management11$4.28K0.00%+8+266.7%Added
Bay Harbor Wealth Management, LLC12$4.67K0.00%+4+50.0%Added
Jackson, Grant Investment Advisers, Inc.12$4.67K0.00%00.0%Unchanged
Cornerstone Financial Management LLC12$4.67K0.00%+12New
McGuire Capital Advisors Inc12$4.67K0.00%+12New
Aspect Partners, LLC13$5.06K0.00%00.0%Unchanged
True Wealth Design, LLC13$5.06K0.00%+3+30.0%Added
Ares Financial Consulting, LLC13$5.06K0.00%+13New
Sittner & Nelson, LLC13$5.40K0.00%−1−7.1%Reduced
CBIZ Investment Advisory Services, LLC14$5.45K0.00%−7−33.3%Reduced
Abound Wealth Management15$5.84K0.00%+1+7.1%Added
Strategic Wealth Advisors LLC17$6.00K0.01%+17New
Battery Global Advisors, LLC55$6.22K0.00%−543−90.8%Reduced
Solstein Capital, LLC16$6.22K0.00%00.0%Unchanged
Dogwood Wealth Management LLC17$6.61K0.00%+1+6.3%Added
Triumph Capital Management17$6.76K0.00%+17New
Avion Wealth20$7.00K0.00%+1+5.3%Added
Boyd Watterson Asset Management LLC20$7.78K0.00%00.0%Unchanged
J.Safra Asset Management Corp20$7.78K0.00%+20New
Mowery & Schoenfeld Wealth Management, LLC20$7.78K0.01%+4+25.0%Added
ZRC Wealth Management, LLC20$7.78K0.00%+14+233.3%Added
Ogorek Anthony Joseph22$8.00K0.00%00.0%Unchanged
IFC & Insurance Marketing, Inc.20$8.00K0.01%+20New
Bare Financial Services, Inc21$8.17K0.00%+1+5.0%Added
Creative Financial Designs Inc21$8.18K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC22$8.56K0.00%00.0%Unchanged
Chilton Capital Management LLC22$8.56K0.00%+2+10.0%Added
Addison Advisors LLC23$8.95K0.00%−10−30.3%Reduced
Capital Analysts, LLC22$9.00K0.00%00.0%Unchanged
Cornerstone Planning Group LLC22$9.13K0.00%−4−15.4%Reduced
Howard Hughes Medical Institute24$9.34K0.01%00.0%Unchanged
SJS Investment Consulting Inc.24$9.34K0.00%+18+300.0%Added
SHP Wealth Management26$10.1K0.00%+26New
NorthAvenue LLC26$10.1K0.01%+26New
United Community Bank27$10.5K0.00%00.0%Unchanged
Millstone Evans Group, LLC28$10.9K0.01%00.0%Unchanged
Harvest Fund Management Co., Ltd28$11.0K0.00%00.0%Unchanged
United Financial Planning Group LLC29$11.3K0.01%+29New
Gunpowder Capital Management, LLC dba Oliver Wealth Management29$11.3K0.01%+29New
Westfuller Advisors, LLC30$11.5K0.00%−2−6.3%Reduced
Gen-Wealth Partners Inc30$11.7K0.00%00.0%Unchanged
Joseph Group Capital Management30$11.7K0.00%+30New