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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 37,993 | $14.8M | 0.05% | −1,479−3.7% | Reduced |
| Nomura Asset Management International Inc. | 38,070 | $14.8M | 0.02% | +38,070 | New |
| Gradient Investments LLC | 38,093 | $14.8M | 0.24% | −1,965−4.9% | Reduced |
| Captrust Financial Advisors | 38,143 | $14.8M | 0.03% | +6,784+21.6% | Added |
| Cetera Investment Advisers | 38,326 | $14.9M | 0.02% | +1,985+5.5% | Added |
| Advisor Group Holdings, Inc. | 38,864 | $15.1M | 0.02% | −2,962−7.1% | Reduced |
| Creative Planning | 39,108 | $15.2M | 0.01% | +3,703+10.5% | Added |
| Swiss Life Asset Management Ltd | 39,465 | $15.4M | 0.08% | −20,118−33.8% | Reduced |
| Keybank National Association | 40,351 | $15.7M | 0.06% | −187−0.5% | Reduced |
| Isthmus Partners, LLC | 40,574 | $15.8M | 1.75% | −896−2.2% | Reduced |
| Caisse de Depot Et Placement du Quebec | 40,620 | $15.8M | 0.03% | −25,014−38.1% | Reduced |
| KLP Kapitalforvaltning AS | 40,970 | $15.9M | 0.06% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 41,079 | $16.0M | 0.08% | −2,002−4.6% | Reduced |
| Credit Agricole S A | 41,137 | $16.0M | 0.04% | −12,219−22.9% | Reduced |
| LMCG Investments, LLC | 41,530 | $16.2M | 0.92% | −41−0.1% | Reduced |
| Core Wealth Partners LLC | 41,727 | $16.2M | 7.31% | +58+0.1% | Added |
| NEOS Investment Management LLC | 43,281 | $16.8M | 0.10% | +2,065+5.0% | Added |
| Mn Services Vermogensbeheer B.V. | 43,367 | $16.9M | 0.10% | +565+1.3% | Added |
| Somerville Kurt F | 44,101 | $17.2M | 2.91% | −1,777−3.9% | Reduced |
| Scopus Asset Management, L.P. | 44,582 | $17.3M | 0.48% | +16,210+57.1% | Added |
| Janney Montgomery Scott LLC | 44,585 | $17.3M | 0.04% | −82−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 44,963 | $17.5M | 0.20% | +980+2.2% | Added |
| Grandfield & Dodd, LLC | 45,056 | $17.5M | 0.99% | −270−0.6% | Reduced |
| AQR Capital Management LLC | 45,126 | $17.6M | 0.01% | +5,227+13.1% | Added |
| Baird Financial Group, Inc. | 45,466 | $17.7M | 0.03% | +463+1.0% | Added |
| Susquehanna International Group, LLP | 45,792 | $17.8M | 0.02% | +9,897+27.6% | Added |
| Capital Fund Management S.A. | 46,079 | $17.9M | 0.17% | −20,852−31.2% | Reduced |
| Rodgers Brothers Inc. | 46,447 | $18.1M | 2.16% | −744−1.6% | Reduced |
| Daiwa Securities Group Inc. | 46,607 | $18.1M | 0.06% | +1,208+2.7% | Added |
| La Banque Postale Asset Management SA | 47,243 | $18.4M | 0.21% | −289−0.6% | Reduced |
| Treasurer of the State of North Carolina | 47,409 | $18.4M | 0.06% | −3,470−6.8% | Reduced |
| Cabot Wealth Management Inc | 47,475 | $18.5M | 2.04% | −583−1.2% | Reduced |
| Commerce Bank | 47,719 | $18.6M | 0.10% | −4,507−8.6% | Reduced |
| Tocqueville Asset Management L.P. | 47,934 | $18.6M | 0.27% | +299+0.6% | Added |
| Peapack Gladstone Financial Corp | 48,375 | $18.8M | 0.24% | +237+0.5% | Added |
| Adams Diversified Equity Fund, Inc. | 48,900 | $19.0M | 0.63% | +48,900 | New |
| APG Asset Management N.V. | 57,540 | $19.1M | 0.05% | −5,960−9.4% | Reduced |
| Public Employees Retirement System of Ohio | 49,333 | $19.2M | 0.06% | +13,981+39.5% | Added |
| Andra AP-fonden | 49,860 | $19.4M | 0.24% | −11,940−19.3% | Reduced |
| North Star Asset Management Inc | 49,907 | $19.4M | 0.78% | −876−1.7% | Reduced |
| TD Asset Management Inc | 50,092 | $19.5M | 0.02% | +694+1.4% | Added |
| Vinva Investment Management Ltd | 49,593 | $19.5M | 0.24% | +40,973+475.3% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 50,547 | $19.7M | 0.28% | +50,547 | New |
| Oppenheimer & Co Inc | 51,421 | $20.0M | 0.28% | +1,261+2.5% | Added |
| Royal London Asset Management Ltd | 51,509 | $20.0M | 0.04% | −910−1.7% | Reduced |
| Swedbank AB | 51,735 | $20.1M | 0.02% | −522−1.0% | Reduced |
| Panagora Asset Management Inc | 51,989 | $20.2M | 0.07% | +22,560+76.7% | Added |
| Eventide Asset Management, LLC | 52,191 | $20.3M | 0.32% | +372+0.7% | Added |
| Baker Chad R | 52,030 | $20.5M | 3.67% | −30−0.1% | Reduced |
| Natixis Advisors, L.P. | 53,612 | $20.9M | 0.03% | −73,877−57.9% | Reduced |
| South State Corp. | 53,815 | $20.9M | 0.94% | +1,917+3.7% | Added |
| Carnegie Capital Asset Management, LLC | 55,541 | $21.6M | 0.40% | −3,804−6.4% | Reduced |
| State of Tennessee, Treasury Department | 51,729 | $21.8M | 0.07% | +6,650+14.8% | Added |
| Exchange Traded Concepts, LLC | 56,191 | $21.9M | 0.18% | −459−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 56,594 | $22.0M | 0.91% | +606+1.1% | Added |
| Chevy Chase Trust Holdings, Inc. | 57,530 | $22.4M | 0.06% | −456−0.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 58,613 | $22.8M | 0.11% | −3,221−5.2% | Reduced |
| Asset Management One Co.,Ltd. | 58,015 | $23.0M | 0.06% | +8,938+18.2% | Added |
| Lord, Abbett & Co. LLC | 60,000 | $23.3M | 0.07% | +60,000 | New |
| American Century Companies Inc | 60,783 | $23.6M | 0.01% | +29,392+93.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 61,363 | $23.9M | 0.06% | +8,712+16.5% | Added |
| State of Wisconsin Investment Board | 61,565 | $24.0M | 0.05% | −1,431−2.3% | Reduced |
| Covea Finance | 61,709 | $24.0M | 0.79% | −4,600−6.9% | Reduced |
| Mariner, LLC | 62,756 | $24.4M | 0.03% | +9,122+17.0% | Added |
| Parnassus Investments | 64,815 | $25.2M | 0.07% | +4,652+7.7% | Added |
| Granite Investment Partners, LLC | 65,437 | $25.5M | 1.51% | −1,569−2.3% | Reduced |
| New York State Common Retirement Fund | 67,768 | $26.4M | 0.04% | +900+1.3% | Added |
| Rockefeller Capital Management L.P. | 67,988 | $26.5M | 0.05% | +1,362+2.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 70,306 | $27.4M | 0.27% | −1,650−2.3% | Reduced |
| Boston Family Office LLC | 71,984 | $28.0M | 1.78% | −2,564−3.4% | Reduced |
| Osmosis Investment Management UK Ltd | 72,142 | $28.1M | 0.71% | +72,142 | New |
| Pinebridge Investments LLC | 72,188 | $28.1M | 0.21% | +72,188 | New |
| US Bancorp | 72,649 | $28.3M | 0.03% | −2,022−2.7% | Reduced |
| Philadelphia Trust Co | 72,944 | $28.4M | 1.96% | −1,864−2.5% | Reduced |
| STRS Ohio | 75,511 | $29.4M | 0.11% | −20,195−21.1% | Reduced |
| Danske Bank A/S | 76,874 | $29.9M | 0.07% | +2,452+3.3% | Added |
| National Bank of Canada | 77,829 | $30.3M | 0.03% | +25,570+48.9% | Added |
| Teacher Retirement System of Texas | 78,121 | $30.4M | 0.11% | −8,278−9.6% | Reduced |
| Adage Capital Partners GP, L.L.C. | 79,225 | $30.8M | 0.05% | −59,793−43.0% | Reduced |
| Federated Hermes, Inc. | 81,326 | $31.6M | 0.05% | +4,276+5.5% | Added |
| First Trust Advisors LP | 81,969 | $31.9M | 0.02% | −17,498−17.6% | Reduced |
| Ninety One UK Ltd | 82,437 | $32.1M | 0.07% | 00.0% | Unchanged |
| FIL Ltd | 82,720 | $32.2M | 0.02% | +4,063+5.2% | Added |
| The PNC Financial Services Group, Inc. | 83,493 | $32.5M | 0.02% | −3,380−3.9% | Reduced |
| Davis R M Inc | 83,532 | $32.5M | 0.56% | −6,945−7.7% | Reduced |
| Squarepoint Ops LLC | 84,060 | $32.7M | 0.07% | −183,453−68.6% | Reduced |
| Pictet Asset Management Holding SA | 84,880 | $33.0M | 0.03% | −13,160−13.4% | Reduced |
| Commonwealth Equity Services, LLC | 86,001 | $33.5M | 0.04% | −3,518−3.9% | Reduced |
| Gabelli Funds LLC | 87,280 | $34.0M | 0.23% | −2,297−2.6% | Reduced |
| New York State Teachers Retirement System | 88,520 | $34.4M | 0.07% | −1,208−1.3% | Reduced |
| Manufacturers Life Insurance Company, The | 89,038 | $34.8M | 0.03% | −4,299−4.6% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 89,625 | $34.9M | 0.04% | −40,132−30.9% | Reduced |
| Quantinno Capital Management LP | 89,920 | $35.0M | 0.07% | +58,439+185.6% | Added |
| CI Private Wealth, LLC | 90,768 | $35.3M | 0.05% | −1,630−1.8% | Reduced |
| SG Americas Securities, LLC | 91,808 | $35.7M | 0.05% | +82,727+911.0% | Added |
| Hemenway Trust Co LLC | 92,238 | $35.9M | 2.75% | −93−0.1% | Reduced |
| Renaissance Group LLC | 93,189 | $36.3M | 1.46% | −1,266−1.3% | Reduced |
| Yaupon Capital Management LP | 93,793 | $36.5M | 1.79% | +93,793 | New |
| Aviva PLC | 94,871 | $36.9M | 0.06% | +4,977+5.5% | Added |
| PFA Pension, Forsikringsaktieselskab | 93,989 | $37.0M | 0.10% | +93,989 | New |