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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 559 | $217.5K | 0.02% | −61−9.8% | Reduced |
| Pring Turner Capital Group Inc | 560 | $217.9K | 0.13% | +560 | New |
| Fagan Associates, Inc. | 561 | $218.3K | 0.03% | +561 | New |
| Farmers & Merchants Trust Co of Long Beach | 564 | $219.4K | 0.05% | +564 | New |
| Brown Miller Wealth Management, LLC | 565 | $219.8K | 0.06% | +565 | New |
| Advisortrust Partners, LLC | 565 | $219.8K | 0.10% | +565 | New |
| Patton Fund Management, Inc. | 566 | $220.2K | 0.03% | −320−36.1% | Reduced |
| Merrion Investment Management Co, LLC | 566 | $220.2K | 0.12% | +566 | New |
| L2 Asset Management, LLC | 566 | $220.2K | 0.03% | +566 | New |
| Cornerstone Wealth Management, LLC | 567 | $220.7K | 0.01% | +567 | New |
| RB Capital Management, LLC | 569 | $221.3K | 0.04% | +569 | New |
| Fidelis Capital Partners, LLC | 572 | $222.5K | 0.02% | +572 | New |
| Octavia Wealth Advisors, LLC | 573 | $222.9K | 0.02% | −23−3.9% | Reduced |
| Northwest Bancshares, Inc. | 573 | $222.9K | 0.04% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 573 | $222.9K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 575 | $223.7K | 0.01% | +575 | New |
| NWF Advisory Services Inc. | 578 | $224.9K | 0.02% | −45−7.2% | Reduced |
| Portfolio Design Labs, LLC | 580 | $225.7K | 0.04% | +580 | New |
| Whittier Trust Co of Nevada Inc | 546 | $225.7K | 0.00% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 580 | $225.7K | 0.02% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 539 | $227.3K | 0.03% | +539 | New |
| A4 Wealth Advisors LLC | 585 | $227.6K | 0.20% | −246−29.6% | Reduced |
| Larson Financial Group LLC | 586 | $228.0K | 0.01% | +93+18.9% | Added |
| Simplify Asset Management Inc. | 588 | $228.8K | 0.00% | +588 | New |
| Falcon Wealth Planning | 591 | $229.8K | 0.02% | +591 | New |
| Ethos Financial Group, LLC | 591 | $229.9K | 0.02% | −166−21.9% | Reduced |
| Peregrine Asset Advisers, Inc. | 596 | $231.9K | 0.07% | +596 | New |
| Greenwood Gearhart Inc | 600 | $233.4K | 0.01% | 00.0% | Unchanged |
| South Street Advisors LLC | 600 | $233.4K | 0.03% | 00.0% | Unchanged |
| Petix & Botte Co | 600 | $233.4K | 0.05% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 600 | $233.4K | 0.07% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 600 | $233.4K | 0.04% | +600 | New |
| Hanson & Doremus Investment Management | 602 | $234.0K | 0.03% | −6−1.0% | Reduced |
| Accel Wealth Management | 605 | $235.4K | 0.06% | 00.0% | Unchanged |
| Simmons Bank | 608 | $236.6K | 0.02% | 00.0% | Unchanged |
| Breakwater Capital Group | 609 | $236.9K | 0.03% | 00.0% | Unchanged |
| Shelton Capital Management | 610 | $237.3K | 0.00% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 611 | $237.7K | 0.00% | +3+0.5% | Added |
| Penserra Capital Management LLC | 618 | $239.0K | 0.00% | −10−1.6% | Reduced |
| Gouws Capital LLC | 619 | $240.8K | 0.13% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 621 | $241.6K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 623 | $242.4K | 0.00% | −5−0.8% | Reduced |
| VSM Wealth Advisory, LLC | 623 | $242.5K | 0.07% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 624 | $242.8K | 0.02% | +3+0.5% | Added |
| LS Investment Advisors, LLC | 625 | $243.2K | 0.03% | −540−46.4% | Reduced |
| AlphaGrep UK Ltd | 626 | $243.6K | 0.08% | +626 | New |
| Foguth Wealth Management, LLC. | 612 | $243.8K | 0.04% | +612 | New |
| Chatterton & Associates Inc. | 627 | $243.9K | 0.21% | +627 | New |
| 71 West Capital Partners | 628 | $244.3K | 0.01% | +628 | New |
| Beacon Investment Advisory Services, Inc. | 630 | $245.1K | 0.01% | −19−2.9% | Reduced |
| Tiemann Investment Advisors, LLC | 633 | $246.5K | 0.10% | 00.0% | Unchanged |
| Great Waters Wealth Management | 634 | $246.7K | 0.03% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 635 | $247.1K | 0.07% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 640 | $249.0K | 0.05% | +640 | New |
| Victory Financial Group, LLC | 643 | $250.2K | 0.03% | +13+2.1% | Added |
| Stenger Family Office, LLC | 645 | $250.9K | 0.05% | +48+8.0% | Added |
| Aster Capital Management (DIFC) Ltd | 645 | $250.9K | 0.11% | +645 | New |
| First Business Financial Services, Inc. | 648 | $252.1K | 0.02% | −219−25.3% | Reduced |
| Crawford Investment Counsel Inc | 648 | $252.1K | 0.00% | +21+3.3% | Added |
| Strategic Financial Services, Inc, | 610 | $253.2K | 0.01% | 00.0% | Unchanged |
| Ticino Wealth | 655 | $254.8K | 0.09% | +655 | New |
| Catalyst Financial Partners LLC | 656 | $255.2K | 0.03% | +38+6.1% | Added |
| Independent Advisor Alliance | 657 | $255.6K | 0.01% | −9−1.4% | Reduced |
| Conning Inc. | 658 | $256.0K | 0.01% | −259−28.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 659 | $256.4K | 0.03% | −132−16.7% | Reduced |
| Aries Wealth Management | 660 | $256.8K | 0.06% | 00.0% | Unchanged |
| Montecito Bank & Trust | 663 | $258.0K | 0.04% | +663 | New |
| Signature Estate & Investment Advisors LLC | 663 | $258.1K | 0.01% | −39−5.6% | Reduced |
| Diligent Investors, LLC | 664 | $258.2K | 0.06% | −4−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $258.3K | 0.01% | 00.0% | Unchanged |
| B&L Asset Management LLC | 664 | $258.3K | 0.12% | +65+10.9% | Added |
| Citizens & Northern Corp | 666 | $259.1K | 0.06% | 00.0% | Unchanged |
| Mather Group, LLC. | 667 | $259.3K | 0.00% | +17+2.6% | Added |
| Bradley Foster & Sargent Inc | 668 | $259.9K | 0.00% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 670 | $260.8K | 0.11% | −12−1.8% | Reduced |
| Coastal Bridge Advisors, LLC | 673 | $261.8K | 0.02% | −5−0.7% | Reduced |
| Centric Wealth Management | 611 | $262.2K | 0.06% | +4+0.7% | Added |
| Vantage Point Financial LLC | 674 | $262.3K | 0.09% | +18+2.7% | Added |
| Global Trust Wealth Management LLC | 675 | $262.6K | 0.19% | +675 | New |
| Values First Advisors, Inc. | 676 | $263.0K | 0.14% | +87+14.8% | Added |
| Milestone Asset Management, LLC | 676 | $263.3K | 0.05% | +2+0.3% | Added |
| Krilogy Financial LLC | 627 | $263.6K | 0.01% | +37+6.3% | Added |
| Carr Financial Group Corp | 678 | $263.7K | 0.07% | +4+0.6% | Added |
| PCM Encore, LLC | 680 | $264.8K | 0.06% | +680 | New |
| Flagstone Financial Management | 681 | $265.0K | 0.07% | +50+7.9% | Added |
| Winton Group Ltd | 682 | $265.3K | 0.01% | +682 | New |
| Capital Investment Advisory Services, LLC | 683 | $265.9K | 0.02% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 688 | $267.7K | 0.16% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 688 | $267.7K | 0.02% | +16+2.4% | Added |
| Ruggaard & Associates LLC | 691 | $268.8K | 0.11% | +3+0.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 693 | $269.6K | 0.02% | +40+6.1% | Added |
| Welch Capital Partners LLC | 696 | $271.0K | 0.05% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 697 | $271.1K | 0.12% | +2+0.3% | Added |
| Professional Financial Advisors, LLC | 700 | $272.3K | 0.06% | 00.0% | Unchanged |
| Sentinus, LLC | 702 | $273.2K | 0.03% | +20+2.9% | Added |
| Blueshift Asset Management, LLC | 703 | $273.5K | 0.08% | +703 | New |
| Washington Trust Bank | 711 | $276.6K | 0.02% | −59−7.7% | Reduced |
| Childress Capital Advisors, LLC | 716 | $278.4K | 0.04% | −4−0.6% | Reduced |
| Colonial Trust Co | 717 | $279.0K | 0.04% | −30−4.0% | Reduced |
| Basepoint Wealth LLC | 718 | $279.7K | 0.17% | −1−0.1% | Reduced |