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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 857,529 | $333.6M | 0.11% | +35,028+4.3% | Added |
| Alliancebernstein L.P. | 860,388 | $334.8M | 0.11% | −155,887−15.3% | Reduced |
| Amundi | 879,900 | $342.3M | 0.09% | +9,262+1.1% | Added |
| Holocene Advisors, LP | 925,627 | $360.1M | 0.76% | −63,802−6.4% | Reduced |
| Victory Capital Management Inc | 964,878 | $375.4M | 0.21% | +108,403+12.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 977,999 | $380.5M | 0.22% | −19,191−1.9% | Reduced |
| UBS Asset Management Americas Inc | 1,082,372 | $421.1M | 0.09% | −2,543−0.2% | Reduced |
| Bank of America Corp | 1,228,195 | $477.9M | 0.03% | −96,093−7.3% | Reduced |
| Northern Trust Corp | 1,421,465 | $553.0M | 0.07% | −1,984−0.1% | Reduced |
| Price T Rowe Associates Inc | 1,468,132 | $571.2M | 0.06% | −1,755,056−54.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,538,613 | $598.6M | 0.09% | −24,465−1.6% | Reduced |
| Invesco Ltd. | 1,545,104 | $601.2M | 0.06% | +309,316+25.0% | Added |
| Norges Bank | 1,582,224 | $615.6M | 0.07% | +1,582,224 | New |
| UBS Group AG | 1,626,661 | $632.9M | 0.13% | −345,384−17.5% | Reduced |
| Goldman Sachs Group Inc | 2,110,729 | $821.2M | 0.12% | +30,463+1.5% | Added |
| Geode Capital Management, LLC | 2,924,501 | $1.13B | 0.07% | +17,855+0.6% | Added |
| Morgan Stanley | 2,921,840 | $1.14B | 0.07% | +276,021+10.4% | Added |
| State Street Corp | 4,996,130 | $1.94B | 0.07% | +202,705+4.2% | Added |
| BlackRock, Inc. | 10,472,629 | $4.07B | 0.07% | +679,677+6.9% | Added |
| Vanguard Group Inc | 14,206,311 | $5.53B | 0.08% | +114,469+0.8% | Added |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −356,115−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −91,343−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −82,839−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −42,586−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −30,934−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,555−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −25,625−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −24,867−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −19,877−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,328−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,037−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −14,620−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −13,686−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −7,693−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,867−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −4,479−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,422−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,293−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −3,969−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −2,111−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Crowley Wealth Management, Inc. | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,473−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,224−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,158−100.0% | Sold out |
| Tealwood Asset Management Inc | 0 | $0 | 0.00% | −1,120−100.0% | Sold out |
| WJ Wealth Management, LLC | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −1,015−100.0% | Sold out |
| Seven Mile Advisory | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −949−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −808−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Paragon Private Wealth Management, LLC | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −667−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −576−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −434−100.0% | Sold out |
| Keener Financial Planning LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −271−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Heartwood Wealth Advisors LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Trifecta Capital Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |