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.
| 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, Q4 2025
Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bessemer Group Inc | 4,717 | $1.84M | 0.00% | −1,125−19.3% | Reduced |
| Fifth Third Bancorp | 4,733 | $1.84M | 0.01% | −907−16.1% | Reduced |
| Triangle Securities Wealth Management | 4,780 | $1.86M | 0.39% | −155−3.1% | Reduced |
| Allworth Financial LP | 4,804 | $1.87M | 0.01% | −1,342−21.8% | Reduced |
| Regions Financial Corp | 4,823 | $1.88M | 0.01% | −29−0.6% | Reduced |
| Lecap Asset Management Ltd | 4,849 | $1.89M | 0.75% | +2,900+148.8% | Added |
| RSM US Wealth Management LLC | 4,797 | $1.89M | 0.02% | +390+8.8% | Added |
| Ofi Invest Asset Management | 5,584 | $1.89M | 0.03% | +909+19.4% | Added |
| Tempus Wealth Planning, LLC | 4,880 | $1.90M | 0.44% | −32−0.7% | Reduced |
| Jefferies Financial Group Inc. | 4,901 | $1.91M | 0.02% | −4,756−49.2% | Reduced |
| VestGen Advisors, LLC | 4,946 | $1.92M | 0.08% | −767−13.4% | Reduced |
| Allianz SE | 4,962 | $1.93M | 0.02% | 00.0% | Unchanged |
| Slow Capital, Inc. | 4,972 | $1.93M | 0.23% | +218+4.6% | Added |
| Strategic Advisors LLC | 5,002 | $1.95M | 0.30% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 5,017 | $1.95M | 0.02% | +2,553+103.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 5,022 | $1.95M | 0.09% | +177+3.7% | Added |
| Canada Post Corp Registered Pension Plan | 5,043 | $1.96M | 0.07% | +2,917+137.2% | Added |
| Cypress Advisory Group LLC | 5,154 | $2.01M | 1.47% | −757−12.8% | Reduced |
| New Mexico Educational Retirement Board | 5,176 | $2.01M | 0.06% | +100+2.0% | Added |
| Aviance Capital Partners, LLC | 5,345 | $2.08M | 0.24% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 5,354 | $2.08M | 0.02% | −126−2.3% | Reduced |
| Cinctive Capital Management LP | 5,363 | $2.09M | 0.12% | +5,363 | New |
| Intech Investment Management LLC | 5,398 | $2.10M | 0.02% | −2,868−34.7% | Reduced |
| Journey Advisory Group, LLC | 5,455 | $2.12M | 0.18% | +30+0.6% | Added |
| Park Avenue Securities LLC | 5,462 | $2.13M | 0.02% | +44+0.8% | Added |
| Maridea Wealth Management LLC | 5,522 | $2.15M | 0.32% | +4,710+580.0% | Added |
| Gulf International Bank (UK) Ltd | 5,546 | $2.16M | 0.07% | 00.0% | Unchanged |
| Davis-Rea Ltd. | 5,604 | $2.18M | 0.55% | +18+0.3% | Added |
| Terra Alpha Investments LLC | 5,608 | $2.18M | 2.23% | −58−1.0% | Reduced |
| Zacks Investment Management | 5,628 | $2.19M | 0.02% | +5,628 | New |
| Maryland State Retirement & Pension System | 5,644 | $2.20M | 0.05% | 00.0% | Unchanged |
| Addison Capital Co | 5,655 | $2.20M | 0.55% | +289+5.4% | Added |
| Alaethes Wealth LLC | 5,688 | $2.21M | 0.62% | −48−0.8% | Reduced |
| Louisiana State Employees Retirement System | 5,700 | $2.22M | 0.04% | −200−3.4% | Reduced |
| Bowen Hanes & Co Inc | 5,735 | $2.23M | 0.06% | −1,000−14.8% | Reduced |
| Argent Trust Co | 5,738 | $2.23M | 0.08% | −267−4.4% | Reduced |
| Summit Asset Management, LLC | 5,744 | $2.23M | 0.32% | −200−3.4% | Reduced |
| Benjamin Edwards Inc | 5,838 | $2.27M | 0.03% | +831+16.6% | Added |
| Vectors Research Management, LLC | 5,890 | $2.29M | 0.70% | +46+0.8% | Added |
| CAPROCK Group, Inc. | 5,912 | $2.30M | 0.05% | +3,922+197.1% | Added |
| Wesbanco Bank Inc | 5,957 | $2.32M | 0.06% | −966−14.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 5,966 | $2.32M | 0.01% | +1,435+31.7% | Added |
| Maxi Investments CY Ltd | 6,002 | $2.33M | 0.42% | +6,002 | New |
| Dai-Ichi Life Insurance Company, Ltd | 6,152 | $2.39M | 0.06% | +612+11.0% | Added |
| Allspring Global Investments Holdings, LLC | 6,008 | $2.39M | 0.00% | +609+11.3% | Added |
| Richard C. Young & CO., LTD. | 6,157 | $2.40M | 0.21% | −44−0.7% | Reduced |
| WoodTrust Financial Corp | 6,175 | $2.40M | 0.28% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 6,105 | $2.40M | 0.23% | +2,595+73.9% | Added |
| Ascent Group, LLC | 6,298 | $2.45M | 0.08% | +623+11.0% | Added |
| Carmel Capital Partners, LLC | 6,327 | $2.46M | 0.86% | +2,197+53.2% | Added |
| Generali Asset Management SPA SGR | 6,335 | $2.46M | 0.05% | +925+17.1% | Added |
| Fox Run Management, L.L.C. | 6,368 | $2.48M | 0.38% | +6,368 | New |
| Vident Advisory, LLC | 6,403 | $2.49M | 0.02% | −167−2.5% | Reduced |
| Summit Financial, LLC | 6,435 | $2.50M | 0.04% | −171−2.6% | Reduced |
| Hartford Investment Management Co | 6,481 | $2.52M | 0.08% | −105−1.6% | Reduced |
| Impax Asset Management Group plc | 6,487 | $2.52M | 0.02% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 6,503 | $2.53M | 0.05% | +6,503 | New |
| Moneta Group Investment Advisors LLC | 6,523 | $2.54M | 0.02% | −66−1.0% | Reduced |
| Kestra Private Wealth Services, LLC | 6,525 | $2.54M | 0.03% | +1,924+41.8% | Added |
| Ancora Advisors, LLC | 6,547 | $2.55M | 0.05% | −594−8.3% | Reduced |
| Tiaa Trust, National Association | 6,553 | $2.55M | 0.01% | +360+5.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,680 | $2.60M | 0.04% | +6,680 | New |
| CIBC Private Wealth Group, LLC | 6,690 | $2.60M | 0.00% | +485+7.8% | Added |
| Integrated Wealth Concepts LLC | 6,712 | $2.61M | 0.03% | −1,773−20.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,721 | $2.61M | 0.04% | +5,429+420.2% | Added |
| Riverbridge Partners LLC | 6,769 | $2.63M | 0.05% | −37−0.5% | Reduced |
| Erste Asset Management GmbH | 6,687 | $2.65M | 0.02% | −1,534−18.7% | Reduced |
| Aptus Capital Advisors, LLC | 6,839 | $2.66M | 0.02% | −41−0.6% | Reduced |
| Convergence Investment Partners, LLC | 6,851 | $2.67M | 0.53% | +6,851 | New |
| Benedict Financial Advisors Inc | 6,929 | $2.70M | 0.57% | +30.0% | Added |
| Knollwood Investment Advisory, LLC | 6,950 | $2.70M | 0.25% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,010 | $2.73M | 0.10% | +2,003+40.0% | Added |
| Kentucky Retirement Systems | 7,104 | $2.76M | 0.07% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 7,185 | $2.80M | 0.10% | +5,331+287.5% | Added |
| ExodusPoint Capital Management, LP | 7,199 | $2.80M | 0.03% | +6,170+599.6% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 7,201 | $2.80M | 1.65% | +292+4.2% | Added |
| Norinchukin Bank, The | 7,274 | $2.83M | 0.03% | −755−9.4% | Reduced |
| Polymer Capital Management (US) LLC | 7,287 | $2.84M | 0.37% | −4,249−36.8% | Reduced |
| CWA Asset Management Group, LLC | 7,359 | $2.86M | 0.10% | +7,359 | New |
| SilverOak Wealth Management LLC | 7,390 | $2.88M | 0.45% | +296+4.2% | Added |
| SummitTX Capital, L.P. | 7,399 | $2.88M | 0.09% | +2,838+62.2% | Added |
| Stratos Wealth Partners, LTD. | 7,463 | $2.90M | 0.03% | −265−3.4% | Reduced |
| Venture Visionary Partners LLC | 7,662 | $2.98M | 0.10% | +1,709+28.7% | Added |
| Northcape Wealth Management, LLC | 7,663 | $2.98M | 0.84% | +14+0.2% | Added |
| Smith Group Asset Management, LLC | 7,778 | $3.03M | 0.16% | +153+2.0% | Added |
| Commerzbank Aktiengesellschaft | 7,831 | $3.05M | 0.06% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 7,978 | $3.10M | 0.34% | −1,149−12.6% | Reduced |
| Nia Impact Advisors, LLC | 8,078 | $3.14M | 1.05% | −97−1.2% | Reduced |
| Westport Asset Management Inc | 9,000 | $3.15M | 1.31% | 00.0% | Unchanged |
| Simplex Trading, LLC | 8,146 | $3.17M | 0.09% | +8,146 | New |
| BNP Paribas | 8,140 | $3.19M | 0.09% | +982+13.7% | Added |
| Allstate Corp | 8,289 | $3.23M | 0.04% | +4,257+105.6% | Added |
| TD Waterhouse Canada Inc. | 8,311 | $3.23M | 0.02% | +664+8.7% | Added |
| Investment Management Corp of Ontario | 8,314 | $3.23M | 0.04% | +3,053+58.0% | Added |
| Mizuho Securities USA LLC | 8,175 | $3.24M | 0.05% | −14−0.2% | Reduced |
| Fayez Sarofim & Co | 8,398 | $3.27M | 0.01% | −18,673−69.0% | Reduced |
| Dark Forest Capital Management LP | 8,401 | $3.27M | 0.15% | +253+3.1% | Added |
| Lido Advisors, LLC | 9,177 | $3.28M | 0.01% | +97+1.1% | Added |
| VCI Wealth Management LLC | 8,464 | $3.29M | 0.92% | +1,569+22.8% | Added |
| Advisory Services Network, LLC | 8,513 | $3.31M | 0.05% | +304+3.7% | Added |