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 |
|---|---|---|---|---|---|
| Raiffeisen Bank International AG | 18,237 | $7.18M | 0.09% | +15,630+599.5% | Added |
| Ethic Inc. | 18,533 | $7.21M | 0.11% | +89+0.5% | Added |
| Horizon Investments, LLC | 18,597 | $7.24M | 0.09% | +16,384+740.4% | Added |
| Utah Retirement Systems | 18,632 | $7.25M | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 19,071 | $7.42M | 0.04% | +3,818+25.0% | Added |
| Pathstone Holdings, LLC | 19,116 | $7.44M | 0.03% | +333+1.8% | Added |
| Clarkston Capital Partners, LLC | 19,197 | $7.47M | 0.17% | +19,197 | New |
| Prime Capital Investment Advisors, LLC | 19,490 | $7.58M | 0.09% | −192−1.0% | Reduced |
| Nicholas Company, Inc. | 19,641 | $7.64M | 0.13% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 19,788 | $7.70M | 1.32% | −3,726−15.8% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 19,832 | $7.72M | 0.35% | +19,832 | New |
| Telos Capital Management, Inc. | 20,005 | $7.78M | 0.73% | −225−1.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 20,196 | $7.86M | 0.03% | +979+5.1% | Added |
| AIA Group Ltd | 20,298 | $7.90M | 0.12% | +20,298 | New |
| Schaper Benz & Wise Investment Counsel Inc | 20,666 | $8.04M | 0.58% | −384−1.8% | Reduced |
| ProShare Advisors LLC | 20,912 | $8.14M | 0.01% | +1,624+8.4% | Added |
| Iyo Bank, Ltd. | 21,350 | $8.31M | 2.65% | 00.0% | Unchanged |
| Amalgamated Bank | 21,396 | $8.32M | 0.06% | −464−2.1% | Reduced |
| LGT Group Foundation | 21,154 | $8.33M | 0.09% | +1,659+8.5% | Added |
| Madison Asset Management, LLC | 21,477 | $8.36M | 0.10% | −1,060−4.7% | Reduced |
| KWMG, LLC | 21,619 | $8.41M | 0.73% | −82−0.4% | Reduced |
| ABN AMRO Bank N.V. | 21,877 | $8.49M | 0.08% | −100−0.5% | Reduced |
| Papp L Roy & Associates | 22,468 | $8.74M | 0.97% | +236+1.1% | Added |
| USS Investment Management Ltd | 22,812 | $8.88M | 0.04% | 00.0% | Unchanged |
| Rockland Trust Co | 22,816 | $8.88M | 0.35% | −79−0.3% | Reduced |
| Stephens Inc | 22,824 | $8.88M | 0.11% | +119+0.5% | Added |
| Smithbridge Asset Management Inc | 23,158 | $9.01M | 0.77% | +11,623+100.8% | Added |
| First American Trust, FSB | 23,320 | $9.07M | 0.62% | −78−0.3% | Reduced |
| TrimTabs Asset Management, LLC | 23,374 | $9.09M | 1.19% | +540+2.4% | Added |
| Lombard Odier Asset Management (Europe) Ltd | 23,484 | $9.14M | 0.46% | +998+4.4% | Added |
| L & S Advisors Inc | 23,627 | $9.19M | 0.85% | −881−3.6% | Reduced |
| Kidder Stephen W | 23,636 | $9.20M | 2.59% | +55+0.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,077 | $9.27M | 0.08% | −776−3.4% | Reduced |
| Retirement Systems of Alabama | 23,883 | $9.29M | 0.03% | −101−0.4% | Reduced |
| Forsta Ap-Fonden | 24,160 | $9.40M | 0.06% | −1,040−4.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,235 | $9.43M | 0.08% | +640+2.7% | Added |
| ASR Vermogensbeheer N.V. | 24,459 | $9.52M | 0.11% | −1,645−6.3% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,474 | $9.52M | 0.50% | −667−2.7% | Reduced |
| Drystone LLC | 24,496 | $9.53M | 8.57% | −458−1.8% | Reduced |
| IFM Investors Pty Ltd | 24,936 | $9.70M | 0.08% | +1,931+8.4% | Added |
| Jane Street Group, LLC | 26,046 | $10.1M | 0.01% | −4,857−15.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,116 | $10.2M | 0.05% | −884−3.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 26,123 | $10.2M | 0.23% | +15,496+145.8% | Added |
| Westend Capital Management, LLC | 26,248 | $10.2M | 2.86% | +213+0.8% | Added |
| Puzo Michael J | 26,867 | $10.5M | 2.85% | −170−0.6% | Reduced |
| Advisors Asset Management, Inc. | 26,868 | $10.5M | 0.18% | +8,949+49.9% | Added |
| Walleye Capital LLC | 26,877 | $10.5M | 0.06% | +26,877 | New |
| Woodline Partners LP | 27,032 | $10.5M | 0.04% | +27,032 | New |
| CIBC Asset Management Inc | 27,222 | $10.6M | 0.03% | +9,898+57.1% | Added |
| Kestra Advisory Services, LLC | 27,284 | $10.6M | 0.04% | +428+1.6% | Added |
| Aquatic Capital Management LLC | 27,363 | $10.6M | 0.30% | +27,363 | New |
| MetLife Investment Management | 27,369 | $10.6M | 0.05% | −971−3.4% | Reduced |
| Marshall Wace, LLP | 27,448 | $10.7M | 0.01% | −47,925−63.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 27,301 | $10.7M | 0.03% | +800+3.0% | Added |
| Van Eck Associates Corp | 27,503 | $10.7M | 0.01% | +2,951+12.0% | Added |
| Concentric Capital Strategies, LP | 27,653 | $10.8M | 0.56% | +21,096+321.7% | Added |
| Jacobs & Co | 27,674 | $10.8M | 1.02% | −1,695−5.8% | Reduced |
| Apollon Wealth Management, LLC | 27,892 | $10.9M | 0.19% | +15,174+119.3% | Added |
| EFG International AG | 27,962 | $10.9M | 0.21% | +27,962 | New |
| Toroso Investments, LLC | 28,067 | $10.9M | 0.05% | +7,388+35.7% | Added |
| Bartlett & Co. Wealth Management LLC | 28,120 | $10.9M | 0.14% | −1,909−6.4% | Reduced |
| Portland Global Advisors LLC | 28,611 | $11.1M | 1.19% | −983−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 28,853 | $11.2M | 0.01% | −71,699−71.3% | Reduced |
| State of Michigan Retirement System | 29,413 | $11.4M | 0.06% | −1,000−3.3% | Reduced |
| Czech National Bank | 29,605 | $11.5M | 0.07% | +1,049+3.7% | Added |
| Banque Pictet & Cie SA | 29,749 | $11.6M | 0.12% | −2,660−8.2% | Reduced |
| Brown Advisory Inc | 29,752 | $11.6M | 0.02% | +1,707+6.1% | Added |
| GWM Advisors LLC | 29,774 | $11.6M | 0.04% | +8,078+37.2% | Added |
| Tema ETFs LLC | 29,819 | $11.6M | 0.90% | −413−1.4% | Reduced |
| D.A. Davidson & Co. | 30,409 | $11.8M | 0.07% | +6,185+25.5% | Added |
| Arizona State Retirement System | 30,879 | $12.0M | 0.07% | −2,366−7.1% | Reduced |
| Lansdowne Partners (UK) LLP | 31,077 | $12.1M | 0.89% | +1,537+5.2% | Added |
| Comerica Bank | 31,140 | $12.1M | 0.05% | −20,004−39.1% | Reduced |
| Nisa Investment Advisors, LLC | 31,163 | $12.1M | 0.04% | +2,906+10.3% | Added |
| M. Kraus & Co | 32,152 | $12.5M | 3.49% | −182−0.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 32,439 | $12.6M | 0.11% | +32,439 | New |
| Ensign Peak Advisors, Inc | 32,503 | $12.6M | 0.02% | −1,221−3.6% | Reduced |
| Talbot Financial, LLC | 32,569 | $12.7M | 1.04% | +299+0.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,520 | $12.7M | 0.11% | +4,214+14.9% | Added |
| Cerity Partners LLC | 33,167 | $12.9M | 0.02% | +3,510+11.8% | Added |
| Foresight Group Ltd Liability Partnership | 32,829 | $12.9M | 2.07% | −241−0.7% | Reduced |
| Abn Amro Investment Solutions | 33,279 | $12.9M | 0.19% | +7,958+31.4% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,501 | $13.0M | 0.20% | −196−0.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 33,617 | $13.1M | 0.05% | +6,724+25.0% | Added |
| DnB Asset Management AS | 33,945 | $13.2M | 0.05% | +743+2.2% | Added |
| NorthCrest Asset Manangement, LLC | 32,668 | $13.2M | 0.30% | +398+1.2% | Added |
| Natixis | 34,077 | $13.3M | 0.05% | +5,396+18.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,170 | $13.3M | 0.09% | +30,878+938.0% | Added |
| HRT Financial LP | 34,813 | $13.5M | 0.04% | +34,813 | New |
| Resona Asset Management Co.,Ltd. | 35,116 | $13.7M | 0.07% | −1,682−4.6% | Reduced |
| Colony Group, LLC | 35,449 | $13.7M | 0.02% | +22,639+176.7% | Added |
| Jag Capital Management, LLC | 35,478 | $13.8M | 1.50% | +35,478 | New |
| Oak Associates, Ltd | 35,603 | $13.9M | 0.83% | +754+2.2% | Added |
| Janus Henderson Group PLC | 35,811 | $13.9M | 0.01% | −332−0.9% | Reduced |
| Broderick Brian C | 36,013 | $14.0M | 2.65% | −140.0% | Reduced |
| Prudential PLC | 36,190 | $14.1M | 0.11% | −674−1.8% | Reduced |
| Heron Bay Capital Management | 36,569 | $14.2M | 2.71% | −3,064−7.7% | Reduced |
| Toronto Dominion Bank | 37,507 | $14.6M | 0.03% | −3,901−9.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,627 | $14.6M | 0.02% | −1,929−5.3% | Reduced |
| Nomura Asset Management Co Ltd | 37,961 | $14.8M | 0.04% | +165+0.4% | Added |