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 |
|---|---|---|---|---|---|
| Compass Financial Services Inc | 30 | $11.7K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $12.1K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 36 | $14.0K | 0.01% | −34−48.6% | Reduced |
| Essential Partners LLC | 36 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 36 | $14.0K | 0.00% | +26+260.0% | Added |
| Sound Income Strategies, LLC | 34 | $14.1K | 0.00% | +10+41.7% | Added |
| Paladin Advisory Group, LLC | 37 | $14.4K | 0.01% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 37 | $14.4K | 0.00% | +37 | New |
| Marquette Asset Management, LLC | 38 | $14.8K | 0.00% | +21+123.5% | Added |
| Capital Advisors, Ltd. LLC | 38 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $15.2K | 0.00% | +3+8.3% | Added |
| Orion Capital Management LLC | 41 | $15.8K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 41 | $16.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $16.2K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 42 | $16.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 45 | $17.5K | 0.01% | +27+150.0% | Added |
| Kemnay Advisory Services Inc. | 45 | $17.5K | 0.00% | +45 | New |
| Archer Investment Corp | 45 | $17.6K | 0.00% | −3−6.3% | Reduced |
| Financial Management Professionals, Inc. | 47 | $18.3K | 0.00% | +1+2.2% | Added |
| UMA Financial Services, Inc. | 48 | $18.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 50 | $19.0K | 0.00% | +1+2.0% | Added |
| Mascoma Wealth Management LLC | 50 | $19.5K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $19.5K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 51 | $19.8K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 51 | $19.8K | 0.00% | +51 | New |
| Indiana Trust & Investment Management CO | 53 | $20.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 55 | $21.4K | 0.00% | −108−66.3% | Reduced |
| Albion Financial Group | 57 | $22.2K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 60 | $23.5K | 0.00% | +60 | New |
| Rosenberg Matthew Hamilton | 62 | $24.1K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 63 | $24.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 63 | $24.5K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 63 | $24.8K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 64 | $24.9K | 0.01% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 64 | $24.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 64 | $24.9K | 0.01% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 65 | $25.3K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 70 | $27.2K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 71 | $27.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $28.4K | 0.00% | +1+1.4% | Added |
| Pinnacle Bancorp, Inc. | 74 | $28.8K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $29.2K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 79 | $30.7K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 79 | $30.7K | 0.00% | +39+97.5% | Added |
| Birchbrook, Inc. | 80 | $31.1K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 81 | $31.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $31.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 82 | $31.9K | 0.00% | +82 | New |
| Prestige Wealth Management Group LLC | 84 | $32.7K | 0.01% | −64−43.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 85 | $33.1K | 0.00% | +85 | New |
| Copos Capital S.a r.l. | 86 | $33.5K | 0.02% | +86 | New |
| TD Capital Management LLC | 86 | $33.5K | 0.00% | +86 | New |
| Fortitude Family Office, LLC | 88 | $34.2K | 0.01% | +46+109.5% | Added |
| Community Bank, N.A. | 90 | $35.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $36.6K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 96 | $37.4K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $38.9K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 100 | $38.9K | 0.01% | 00.0% | Unchanged |
| Rexford Capital Inc | 100 | $38.9K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $39.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 102 | $39.7K | 0.02% | −23−18.4% | Reduced |
| Dynamic Wealth Strategies, LLC | 103 | $40.1K | 0.02% | +46+80.7% | Added |
| Signature Equity Partners, LLC | 106 | $41.3K | 0.02% | +106 | New |
| Maryland Capital Advisors Inc. | 111 | $43.2K | 0.01% | 00.0% | Unchanged |
| Motco | 112 | $43.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 112 | $43.6K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 113 | $44.1K | 0.02% | −7−5.8% | Reduced |
| DV Trading LLC | 120 | $46.7K | 0.00% | +120 | New |
| Bayban | 120 | $46.7K | 0.04% | +120 | New |
| Team Financial Group, LLC | 122 | $47.5K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 124 | $48.3K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 125 | $48.6K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 125 | $48.6K | 0.00% | −6−4.6% | Reduced |
| Parvin Asset Management, LLC | 125 | $48.6K | 0.04% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 129 | $50.2K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 130 | $50.6K | 0.03% | +30+30.0% | Added |
| Flagship Wealth Advisors, LLC | 133 | $51.7K | 0.02% | 00.0% | Unchanged |
| CFG Wealth Management Services, Inc. | 133 | $51.7K | 0.05% | +133 | New |
| Strategic Wealth Partners, Ltd. | 134 | $52.1K | 0.00% | −26−16.3% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 135 | $52.5K | 0.01% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 138 | $53.7K | 0.00% | +138 | New |
| Hantz Financial Services, Inc. | 139 | $54.0K | 0.00% | +83+148.2% | Added |
| Rogco, LP | 139 | $54.1K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 141 | $54.9K | 0.01% | +141 | New |
| Bullock Wealth Management Group | 151 | $58.7K | 0.03% | +1+0.7% | Added |
| Old Point Trust & Financial Services N A | 154 | $59.9K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 157 | $61.1K | 0.01% | −16−9.2% | Reduced |
| DV Equities, LLC | 158 | $61.5K | 0.01% | +158 | New |
| Avanza Fonder AB | 163 | $63.4K | 0.00% | +163 | New |
| Clear Street Markets LLC | 165 | $64.2K | 0.01% | −30−15.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 165 | $64.2K | 0.02% | 00.0% | Unchanged |
| Asset Planning,Inc | 173 | $67.3K | 0.05% | 00.0% | Unchanged |
| State of Wyoming | 174 | $67.7K | 0.01% | −335−65.8% | Reduced |
| Wall Street Access Asset Management, LLC | 178 | $69.3K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 181 | $70.5K | 0.00% | +181 | New |
| Bank of Jackson Hole Trust | 183 | $71.2K | 0.03% | +12+7.0% | Added |
| Manning & Napier Advisors LLC | 185 | $72.0K | 0.00% | −1,325−87.7% | Reduced |
| Aventura Private Wealth, LLC | 186 | $72.4K | 0.03% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 196 | $76.3K | 0.02% | +14+7.7% | Added |
| Root Financial Partners, LLC | 199 | $77.4K | 0.00% | +16+8.7% | Added |