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 |
|---|---|---|---|---|---|
| Guyasuta Investment Advisors Inc | 8,623 | $3.35M | 0.19% | 00.0% | Unchanged |
| Greenleaf Trust | 8,746 | $3.40M | 0.03% | +60+0.7% | Added |
| Front Row Advisors LLC | 8,760 | $3.41M | 1.14% | −100−1.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,832 | $3.44M | 0.03% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 9,090 | $3.54M | 1.27% | −331−3.5% | Reduced |
| Boston Common Asset Management, LLC | 9,147 | $3.56M | 0.21% | −11,771−56.3% | Reduced |
| Omers Administration Corp | 9,170 | $3.57M | 0.03% | +5,077+124.0% | Added |
| Alberta Investment Management Corp | 9,250 | $3.60M | 0.02% | +9,250 | New |
| Wealthfront Advisers LLC | 9,285 | $3.61M | 0.01% | +992+12.0% | Added |
| ING Groep NV | 9,510 | $3.70M | 0.02% | −5,025−34.6% | Reduced |
| Eukles Asset Management | 9,596 | $3.73M | 1.45% | +29+0.3% | Added |
| Cresset Asset Management, LLC | 9,718 | $3.78M | 0.02% | +615+6.8% | Added |
| Scotia Capital Inc. | 9,778 | $3.80M | 0.02% | −880−8.3% | Reduced |
| Private Advisor Group, LLC | 9,830 | $3.82M | 0.02% | +1,153+13.3% | Added |
| Rafferty Asset Management, LLC | 10,001 | $3.89M | 0.01% | −115−1.1% | Reduced |
| Charter Trust Co | 10,185 | $3.96M | 0.23% | −44−0.4% | Reduced |
| Ieq Capital, LLC | 10,219 | $3.98M | 0.01% | +9,170+874.2% | Added |
| Walleye Trading LLC | 10,350 | $4.03M | 0.06% | +10,350 | New |
| Baldwin Investment Management, LLC | 10,382 | $4.04M | 0.46% | −158−1.5% | Reduced |
| MML Investors Services, LLC | 10,457 | $4.07M | 0.01% | −971−8.5% | Reduced |
| Vontobel Holding Ltd. | 10,551 | $4.11M | 0.01% | +341+3.3% | Added |
| Pacer Advisors, Inc. | 10,692 | $4.16M | 0.01% | +1,443+15.6% | Added |
| KBC Group NV | 10,756 | $4.18M | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 10,775 | $4.19M | 0.55% | −1,271−10.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,826 | $4.21M | 0.01% | +10,826 | New |
| Public Employees Retirement Association of Colorado | 10,871 | $4.23M | 0.02% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 10,985 | $4.27M | 0.68% | +4,583+71.6% | Added |
| Virtu Financial LLC | 11,146 | $4.34M | 0.17% | +11,146 | New |
| State of Alaska, Department of Revenue | 11,190 | $4.35M | 0.05% | −815−6.8% | Reduced |
| Macquarie Group Ltd | 11,201 | $4.36M | 0.02% | −36,923−76.7% | Reduced |
| Spire Wealth Management | 11,325 | $4.41M | 0.15% | +11,157+6,641.1% | Added |
| Dempze Nancy E | 11,435 | $4.45M | 2.32% | −85−0.7% | Reduced |
| Weatherly Asset Management L. P. | 11,569 | $4.50M | 0.35% | −123−1.1% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 11,640 | $4.53M | 0.87% | −289−2.4% | Reduced |
| IMC-Chicago, LLC | 11,673 | $4.54M | 0.08% | +11,673 | New |
| Everence Capital Management Inc | 11,678 | $4.54M | 0.27% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 11,684 | $4.55M | 0.07% | +7,179+159.4% | Added |
| S-Bank Fund Management Ltd | 11,956 | $4.65M | 0.60% | −2,926−19.7% | Reduced |
| Morningstar Investment Management LLC | 12,013 | $4.67M | 0.28% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,060 | $4.69M | 0.05% | −130−1.1% | Reduced |
| Fiduciary Trust Co | 12,067 | $4.69M | 0.05% | +10+0.1% | Added |
| Banque Transatlantique SA | 11,878 | $4.72M | 0.11% | −88−0.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,218 | $4.75M | 0.04% | −22,955−65.3% | Reduced |
| Jones Financial Companies LLLP | 12,274 | $4.78M | 0.00% | +989+8.8% | Added |
| Searle & Co. | 12,293 | $4.78M | 1.23% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 12,337 | $4.80M | 0.04% | +233+1.9% | Added |
| OP Asset Management Ltd | 12,410 | $4.83M | 0.06% | +73+0.6% | Added |
| CIBC World Markets Inc. | 12,624 | $4.91M | 0.01% | −8,079−39.0% | Reduced |
| Elefante Mark B | 12,720 | $4.95M | 3.03% | +338+2.7% | Added |
| Yousif Capital Management, LLC | 12,322 | $4.98M | 0.05% | −925−7.0% | Reduced |
| M&T Bank Corp | 12,856 | $5.00M | 0.02% | +264+2.1% | Added |
| Oregon Public Employees Retirement Fund | 12,866 | $5.01M | 0.06% | +100+0.8% | Added |
| Roberts Wealth Advisors, LLC | 12,950 | $5.04M | 1.31% | −112−0.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,190 | $5.13M | 0.33% | +63+0.5% | Added |
| Night Squared LP | 13,298 | $5.17M | 1.46% | −1,569−10.6% | Reduced |
| Kampmann Melissa S. | 12,368 | $5.20M | 3.84% | +510+4.3% | Added |
| Brevan Howard Capital Management LP | 13,388 | $5.21M | 0.10% | −8,778−39.6% | Reduced |
| Glenmede Trust Co NA | 13,472 | $5.24M | 0.02% | +13,472 | New |
| Cambridge Investment Research Advisors, Inc. | 13,506 | $5.25M | 0.01% | +1,340+11.0% | Added |
| Lighthouse Investment Partners, LLC | 13,543 | $5.27M | 0.18% | +8,593+173.6% | Added |
| Brinker Capital Investments, LLC | 13,768 | $5.36M | 0.04% | −501−3.5% | Reduced |
| Two Sigma Advisers, LP | 13,840 | $5.38M | 0.01% | +7,440+116.3% | Added |
| Ascent Wealth Partners, LLC | 13,863 | $5.39M | 0.62% | −310−2.2% | Reduced |
| Crossmark Global Holdings, Inc. | 13,905 | $5.41M | 0.08% | +9,238+197.9% | Added |
| Sequoia Financial Advisors, LLC | 14,009 | $5.45M | 0.03% | +8,010+133.5% | Added |
| Bill Few Associates, Inc. | 14,189 | $5.52M | 1.36% | +170+1.2% | Added |
| Verition Fund Management LLC | 14,191 | $5.52M | 0.03% | +2,401+20.4% | Added |
| Two Sigma Investments, LP | 14,280 | $5.56M | 0.01% | −2,120−12.9% | Reduced |
| Atlantic Union Bankshares Corp | 14,393 | $5.60M | 0.11% | −252−1.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 14,415 | $5.61M | 0.03% | +3,067+27.0% | Added |
| Public Sector Pension Investment Board | 14,571 | $5.67M | 0.02% | +4,871+50.2% | Added |
| Pinnacle Financial Partners, Inc. | 14,604 | $5.68M | 0.04% | +14,604 | New |
| Alerus Financial NA | 14,728 | $5.73M | 0.28% | −1,213−7.6% | Reduced |
| Whitener Capital Management, Inc. | 14,870 | $5.79M | 1.32% | −60−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 14,989 | $5.83M | 0.16% | −133−0.9% | Reduced |
| Davy Global Fund Management Ltd | 15,000 | $5.84M | 0.40% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 14,777 | $5.86M | 0.02% | +11,655+373.3% | Added |
| Notis-McConarty Edward | 15,490 | $6.03M | 2.79% | −263−1.7% | Reduced |
| CIBC World Markets Corp | 15,624 | $6.08M | 0.03% | +15,624 | New |
| Stratos Wealth Advisors, LLC | 15,845 | $6.16M | 0.30% | +834+5.6% | Added |
| McGuire Investment Group, LLC | 15,868 | $6.17M | 0.66% | +132+0.8% | Added |
| Kornitzer Capital Management Inc | 16,003 | $6.23M | 0.13% | +10,947+216.5% | Added |
| New York Life Investment Management LLC | 16,332 | $6.35M | 0.05% | −104−0.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,454 | $6.40M | 0.05% | +217+1.3% | Added |
| JustInvest LLC | 16,910 | $6.58M | 0.06% | +1,387+8.9% | Added |
| Sanctuary Advisors, LLC | 16,928 | $6.59M | 0.04% | +29+0.2% | Added |
| Intesa Sanpaolo S.p.A. | 16,738 | $6.59M | 0.42% | +16,738 | New |
| Police & Firemen's Retirement System of New Jersey | 17,401 | $6.77M | 0.06% | −825−4.5% | Reduced |
| Boothbay Fund Management, LLC | 17,408 | $6.77M | 0.18% | +17,408 | New |
| Mandatum Life Insurance Co Ltd | 17,500 | $6.81M | 1.55% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 17,532 | $6.82M | 2.27% | +590+3.5% | Added |
| Bank of Nova Scotia | 17,579 | $6.84M | 0.01% | +3,726+26.9% | Added |
| Northwest & Ethical Investments L.P. | 17,722 | $6.90M | 0.16% | +1,232+7.5% | Added |
| Northwestern Mutual Wealth Management Co | 18,031 | $7.02M | 0.00% | +2,992+19.9% | Added |
| M&G Plc | 18,174 | $7.07M | 0.04% | −413−2.2% | Reduced |
| Delaney Dennis R | 18,213 | $7.09M | 3.56% | −280−1.5% | Reduced |
| Mercer Global Advisors Inc | 18,979 | $7.09M | 0.01% | +3,836+25.3% | Added |
| Silvant Capital Management LLC | 18,314 | $7.13M | 0.24% | +2,801+18.1% | Added |
| Xponance, Inc. | 18,360 | $7.14M | 0.05% | +984+5.7% | Added |
| Azimuth Capital Investment Management LLC | 18,432 | $7.17M | 0.26% | −770−4.0% | Reduced |