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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 95,653 | $37.2M | 0.10% | +6,086+6.8% | Added |
| EP Wealth Advisors, LLC | 96,054 | $37.4M | 0.19% | +96,054 | New |
| Truist Financial Corp | 96,283 | $37.5M | 0.05% | −31,318−24.5% | Reduced |
| SEI Investments Co | 96,454 | $37.5M | 0.04% | −48,975−33.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,587 | $37.6M | 0.08% | +4,092+4.4% | Added |
| State Board of Administration of Florida Retirement System | 100,640 | $39.2M | 0.07% | −3,831−3.7% | Reduced |
| Ceredex Value Advisors LLC | 103,237 | $40.2M | 1.21% | −67,450−39.5% | Reduced |
| Bank of Montreal | 105,560 | $41.1M | 0.02% | +4,206+4.1% | Added |
| Zurich Insurance Group Ltd | 110,410 | $43.0M | 0.30% | +110,410 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 110,611 | $43.1M | 0.07% | −30,320−21.5% | Reduced |
| Gamco Investors, Inc. Et Al | 113,664 | $44.2M | 0.42% | +118+0.1% | Added |
| Russell Investments Group, Ltd. | 113,818 | $44.4M | 0.05% | +41,258+56.9% | Added |
| Gotham Asset Management, LLC | 115,163 | $44.8M | 0.16% | +29,584+34.6% | Added |
| Korea Investment CORP | 115,270 | $44.8M | 0.09% | +64,920+128.9% | Added |
| Standard Life Aberdeen plc | 116,312 | $45.3M | 0.07% | +3,061+2.7% | Added |
| Diversified Management Inc | 120,592 | $46.9M | 10.95% | +120,592 | New |
| Cartenna Capital, LP | 125,000 | $48.6M | 2.56% | +125,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 130,659 | $50.8M | 0.14% | +3,568+2.8% | Added |
| Sterling Capital Management LLC | 132,201 | $51.4M | 0.84% | −117,566−47.1% | Reduced |
| HighTower Advisors, LLC | 137,244 | $53.4M | 0.06% | +29,649+27.6% | Added |
| Nissay Asset Management Corp | 142,792 | $55.6M | 0.29% | −18,845−11.7% | Reduced |
| Capital Advisors Inc | 143,015 | $55.6M | 0.90% | +25,193+21.4% | Added |
| National Pension Service | 143,099 | $55.7M | 0.04% | −18,052−11.2% | Reduced |
| Allianz Asset Management GmbH | 145,569 | $56.6M | 0.06% | +86,362+145.9% | Added |
| Envestnet Asset Management Inc | 150,973 | $58.7M | 0.02% | −62,067−29.1% | Reduced |
| Mackenzie Financial Corp | 149,898 | $58.9M | 0.07% | +137,315+1,091.3% | Added |
| BNP Paribas Arbitrage, SA | 154,260 | $60.0M | 0.04% | −8,684−5.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 154,900 | $60.3M | 0.48% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 161,697 | $62.9M | 0.45% | +161,697 | New |
| Principal Financial Group Inc | 164,142 | $63.9M | 0.03% | −970−0.6% | Reduced |
| Citigroup Inc | 164,260 | $63.9M | 0.04% | −12,830−7.2% | Reduced |
| Stephens Investment Management Group LLC | 165,763 | $64.5M | 0.84% | +326+0.2% | Added |
| UniSuper Management Pty Ltd | 166,533 | $64.8M | 0.39% | −1,002−0.6% | Reduced |
| Los Angeles Capital Management LLC | 178,430 | $65.2M | 0.22% | −4,297−2.4% | Reduced |
| Waters Parkerson & Co., LLC | 168,272 | $65.5M | 3.22% | −1,116−0.7% | Reduced |
| Handelsbanken Fonder AB | 169,457 | $65.9M | 0.20% | +33,413+24.6% | Added |
| California State Teachers Retirement System | 170,200 | $66.2M | 0.07% | −1,255−0.7% | Reduced |
| Great West Life Assurance Co | 170,097 | $66.2M | 0.12% | −110,951−39.5% | Reduced |
| Qube Research & Technologies Ltd | 171,173 | $66.6M | 0.10% | +138,184+418.9% | Added |
| Kames Capital plc | 173,787 | $67.6M | 0.80% | −4,289−2.4% | Reduced |
| Candriam Luxembourg S.C.A. | 181,140 | $70.5M | 0.35% | +25,821+16.6% | Added |
| Birch Hill Investment Advisors LLC | 192,763 | $75.0M | 3.13% | −2,990−1.5% | Reduced |
| Stifel Financial Corp | 194,571 | $75.7M | 0.07% | −16,966−8.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 197,865 | $77.0M | 3.61% | −3,515−1.7% | Reduced |
| California Public Employees Retirement System | 201,607 | $78.4M | 0.04% | +2,719+1.4% | Added |
| LPL Financial LLC | 202,825 | $78.9M | 0.02% | +20,569+11.3% | Added |
| Rhumbline Advisers | 211,493 | $82.3M | 0.07% | −2,706−1.3% | Reduced |
| Acadian Asset Management LLC | 215,090 | $83.7M | 0.14% | +36,004+20.1% | Added |
| Artisan Partners Limited Partnership | 218,176 | $84.9M | 0.13% | +152,925+234.4% | Added |
| Millennium Management LLC | 222,490 | $86.6M | 0.06% | +60,064+37.0% | Added |
| Jennison Associates LLC | 228,406 | $88.9M | 0.05% | −34,321−13.1% | Reduced |
| Agf Management Ltd | 229,868 | $89.4M | 0.39% | +229,868 | New |
| Westfield Capital Management Co LP | 233,795 | $91.0M | 0.38% | +29,460+14.4% | Added |
| Franklin Resources Inc | 234,091 | $91.1M | 0.02% | −120,090−33.9% | Reduced |
| Huntington National Bank | 249,858 | $97.2M | 0.58% | +3,328+1.3% | Added |
| Canada Pension Plan Investment Board | 250,640 | $97.5M | 0.07% | +19,948+8.6% | Added |
| Primecap Management Co | 254,910 | $99.2M | 0.08% | −126,202−33.1% | Reduced |
| Prudential Financial Inc | 257,285 | $100.1M | 0.12% | −19,889−7.2% | Reduced |
| HSBC Holdings PLC | 274,512 | $107.0M | 0.06% | +44,944+19.6% | Added |
| Blair William & Co | 279,153 | $108.6M | 0.29% | −460.0% | Reduced |
| Barclays PLC | 279,937 | $108.9M | 0.04% | −17,158−5.8% | Reduced |
| Great Lakes Advisors, LLC | 280,686 | $109.2M | 0.89% | −992−0.4% | Reduced |
| Nuveen, LLC | 296,831 | $115.5M | 0.03% | −2,107−0.7% | Reduced |
| Worldquant Millennium Advisors LLC | 297,960 | $115.9M | 0.45% | −65,074−17.9% | Reduced |
| Wells Fargo & Company | 298,918 | $116.3M | 0.02% | +32,097+12.0% | Added |
| Saturna Capital CORP | 301,462 | $117.3M | 1.56% | −450.0% | Reduced |
| Swiss National Bank | 308,140 | $119.9M | 0.07% | −16,760−5.2% | Reduced |
| King Luther Capital Management Corp | 316,968 | $123.3M | 0.50% | −7,381−2.3% | Reduced |
| Man Group plc | 321,449 | $125.1M | 0.24% | +20,760+6.9% | Added |
| Neuberger Berman Group LLC | 322,032 | $125.3M | 0.09% | +145,115+82.0% | Added |
| DekaBank Deutsche Girozentrale | 417,024 | $127.6M | 0.24% | 00.0% | Unchanged |
| Mairs & Power Inc | 330,334 | $128.5M | 1.24% | −80,443−19.6% | Reduced |
| Ontario Teachers Pension Plan Board | 351,309 | $136.7M | 3.04% | +4,879+1.4% | Added |
| Deutsche Bank AG | 352,572 | $137.2M | 0.04% | +8,352+2.4% | Added |
| Quilter Plc | 355,804 | $138.4M | 2.32% | +2,475+0.7% | Added |
| Thrivent Financial for Lutherans | 355,809 | $138.4M | 0.25% | −91,826−20.5% | Reduced |
| Assenagon Asset Management S.A. | 366,963 | $142.8M | 0.21% | +131,656+56.0% | Added |
| FMR LLC | 380,995 | $148.2M | 0.01% | +182,736+92.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 374,843 | $149.4M | 0.10% | −16,803−4.3% | Reduced |
| Schroder Investment Management Group | 391,332 | $154.1M | 0.12% | +131,160+50.4% | Added |
| Eurizon Capital SGR S.p.A. | 400,120 | $156.0M | 0.49% | +400,120 | New |
| Davenport & Co LLC | 411,266 | $160.5M | 0.87% | −7,562−1.8% | Reduced |
| Ameriprise Financial Inc | 416,442 | $162.0M | 0.04% | +246,051+144.4% | Added |
| Fullerton Fund Management Co Ltd. | 463,267 | $180.2M | 7.88% | +248,798+116.0% | Added |
| Robeco Institutional Asset Management B.V. | 469,004 | $182.5M | 0.26% | +3,558+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 522,636 | $203.3M | 0.12% | +200,672+62.3% | Added |
| Citadel Advisors LLC | 524,802 | $204.2M | 0.14% | +55,817+11.9% | Added |
| Alecta Pensionsforsakring, Omsesidigt | 551,275 | $214.5M | 0.94% | −225,600−29.0% | Reduced |
| Balyasny Asset Management LLC | 560,715 | $218.2M | 0.41% | +238,993+74.3% | Added |
| Raymond James Financial Inc | 608,032 | $238.1M | 0.07% | +138,899+29.6% | Added |
| JPMorgan Chase & Co | 628,818 | $244.7M | 0.02% | −190,890−23.3% | Reduced |
| Bank of New York Mellon Corp | 639,644 | $248.9M | 0.04% | −84,293−11.6% | Reduced |
| Dimensional Fund Advisors LP | 686,925 | $267.3M | 0.06% | −36,208−5.0% | Reduced |
| Legal & General Group Plc | 733,710 | $285.5M | 0.06% | +29,347+4.2% | Added |
| Nordea Investment Management AB | 744,814 | $291.1M | 0.25% | +127,733+20.7% | Added |
| Lazard Asset Management LLC | 760,552 | $295.9M | 0.50% | −656,324−46.3% | Reduced |
| Royal Bank of Canada | 760,934 | $296.1M | 0.05% | +230,894+43.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 796,711 | $310.0M | 0.46% | +18,697+2.4% | Added |
| Voya Investment Management LLC | 798,216 | $310.6M | 0.31% | +283,747+55.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 854,192 | $332.3M | 0.29% | +315,816+58.7% | Added |