Skip to main content

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.

Institutional holdersQ4 2025: 1,420 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ4 2025: $37.1B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2025.

Institutions holding ROK in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Brown, Lisle/Cummings, Inc.200$77.8K0.02%00.0%Unchanged
Princeton Global Asset Management LLC206$80.1K0.01%00.0%Unchanged
Quarry LP207$80.5K0.01%+100+93.5%Added
Contravisory Investment Management, Inc.207$80.5K0.02%+207New
Reflection Asset Management213$82.9K0.06%+213New
Quent Capital, LLC218$84.9K0.01%−2−0.9%Reduced
Wealth Preservation Advisors, LLC219$85.2K0.04%00.0%Unchanged
eCIO, Inc.223$86.8K0.04%+223New
Roble, Belko & Company, Inc223$87.0K0.01%+223New
Hoese & Co LLP225$87.5K0.06%00.0%Unchanged
Breakwater Investment Management226$87.9K0.03%00.0%Unchanged
Independence Bank of Kentucky236$91.8K0.01%+6+2.6%Added
Maj Invest Holding A/S240$93.0K0.00%−160−40.0%Reduced
Bullseye Investment Management, LLC242$94.2K0.05%+242New
Hazlett, Burt & Watson, Inc.249$97.0K0.03%00.0%Unchanged
Wellington Shields Capital Management, LLC250$97.3K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC250$97.4K0.04%00.0%Unchanged
Basecamp Wealth Advisors LLC252$98.0K0.02%+252New
Country Trust Bank254$98.8K0.00%00.0%Unchanged
Johnson Financial Group, Inc.255$99.2K0.00%−4−1.5%Reduced
CVA Family Office, LLC260$101.2K0.01%+5+2.0%Added
St Germain D J Co Inc262$101.9K0.00%00.0%Unchanged
Sentry Investment Management LLC274$107.0K0.07%00.0%Unchanged
Asset Dedication, LLC285$110.9K0.01%−9−3.1%Reduced
1620 Investment Advisors, Inc.287$111.7K0.07%00.0%Unchanged
Keating Financial Advisory Services, Inc.288$112.1K0.02%+288New
Bell Investment Advisors, Inc296$115.2K0.02%+21+7.6%Added
Oakworth Capital, Inc.304$118.3K0.01%00.0%Unchanged
Nemes Rush Group LLC320$124.4K0.01%00.0%Unchanged
Murphy & Mullick Capital Management Corp326$126.8K0.09%00.0%Unchanged
Barnes Dennig Private Wealth Management LLC326$126.8K0.13%+326New
Cromwell Holdings LLC328$127.6K0.07%00.0%Unchanged
Onefund, LLC331$128.8K0.08%+20+6.4%Added
Modus Advisors, LLC332$129.2K0.03%+332New
Navigoe, LLC353$137.0K0.08%00.0%Unchanged
Bryn Mawr Trust Co362$140.8K0.00%−345−48.8%Reduced
Kohmann Bosshard Financial Services, LLC372$144.7K0.01%+372New
Sunbelt Securities, Inc.372$144.9K0.01%00.0%Unchanged
Crews Bank & Trust374$145.5K0.02%00.0%Unchanged
Trust Co of Toledo NA380$147.8K0.01%00.0%Unchanged
Eq Wealth Advisors, LLC393$152.9K0.09%+393New
Valley National Advisers Inc399$155.0K0.02%+106+36.2%Added
Estabrook Capital Management400$155.6K0.02%−240−37.5%Reduced
Thompson Investment Management, Inc.400$155.6K0.02%00.0%Unchanged
Rothschild Investment LLC402$156.3K0.01%+8+2.0%Added
SBI Securities Co., Ltd.405$157.6K0.00%+288+246.2%Added
Vinland Capital Management Gestora de Recursos LTDA.408$158.7K2.30%+408New
Coastline Trust Co414$161.1K0.02%−86−17.2%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.430$167.3K0.06%+339+372.5%Added
AdvisorShares Investments LLC440$171.2K0.03%+204+86.4%Added
S&T Bank450$175.1K0.06%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC452$175.9K0.03%+12+2.7%Added
DiNuzzo Private Wealth, Inc.474$184.4K0.02%+145+44.1%Added
Tompkins Financial Corp481$187.1K0.01%−35−6.8%Reduced
Zions Bancorporation, National Association484$188.3K0.01%+68+16.3%Added
Versant Capital Management, Inc497$193.4K0.02%+227+84.1%Added
TFC Financial Management499$194.1K0.02%00.0%Unchanged
Monetary Management Group Inc500$194.5K0.04%+500New
South Dakota Investment Council500$195.0K0.00%−100−16.7%Reduced
AdvisorNet Financial, Inc513$199.6K0.01%+10+2.0%Added
KCM Investment Advisors LLC517$201.0K0.01%+517New
City Holding Co520$202.3K0.02%00.0%Unchanged
Beacon Financial Advisory LLC520$202.3K0.05%+520New
Heritage Wealth Management, Inc.526$204.7K0.06%+526New
Howard Bailey Securities, LLC528$205.4K0.08%−194−26.9%Reduced
Raab & Moskowitz Asset Management LLC528$205.4K0.04%+528New
MQS Management LLC528$205.4K0.12%+528New
American Trust528$205.4K0.02%+528New
Walker Asset Management, LLC529$205.6K0.11%+529New
Frisch Financial Group, Inc.529$205.7K0.05%+529New
NBT Bank N A530$206.2K0.01%−45−7.8%Reduced
City State Bank530$206.2K0.06%00.0%Unchanged
Smithfield Trust Co532$207.0K0.01%00.0%Unchanged
Chase Investment Counsel Corp534$207.0K0.06%+534New
Canopy Partners, LLC535$208.2K0.07%+535New
Northstar Advisory Group, LLC536$208.5K0.07%+536New
Goldenstone Wealth Management LLC537$208.9K0.16%+537New
Southern Capital Advisors, LLC537$208.9K0.10%+537New
Boston Trust Walden Corp538$209.3K0.00%+538New
PCG Asset Management, LLC537$209.5K0.17%+537New
Fukoku Mutual Life Insurance Co539$209.7K0.01%+539New
Abel Hall, LLC540$210.1K0.05%+540New
Evergreen Capital Management LLC541$210.5K0.00%+541New
Argos Wealth Advisors, LLC545$212.0K0.06%+545New
Banque de Luxembourg S.A.547$212.8K0.10%00.0%Unchanged
Accurate Wealth Management, LLC519$213.0K0.03%+519New
Retirement Investment Advisors, Inc.548$213.2K0.02%+548New
Integrity Advisory Solutions, LLC549$213.6K0.03%−202−26.9%Reduced
Cidel Asset Management Inc549$213.6K0.02%+549New
Seamount Financial Group Inc550$214.0K0.10%−50−8.3%Reduced
Wealth Watch Advisors, INC550$214.0K0.08%+12+2.2%Added
First Interstate Bank550$214.0K0.01%+550New
Forefront Wealth Partners, LLC550$214.0K0.10%+550New
Great Diamond Partners, LLC552$214.8K0.04%+552New
CoreCap Advisors, LLC553$215.2K0.01%−2−0.4%Reduced
Nelson, Van Denburg & Campbell Wealth Management Group, LLC553$215.2K0.01%+553New
Ingalls & Snyder LLC554$216.0K0.01%+554New
First Command Advisory Services, Inc.556$216.3K0.00%+213+62.1%Added
Gerber Kawasaki Wealth & Investment Management558$217.2K0.01%+558New
Wellspring Financial Advisors, LLC559$217.4K0.02%+559New