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 |
|---|---|---|---|---|---|
| Ironwood Investment Counsel, LLC | 721 | $280.7K | 0.04% | 00.0% | Unchanged |
| Inscription Capital, LLC | 723 | $281.5K | 0.03% | +723 | New |
| Wallace Hart LLC | 725 | $282.1K | 0.21% | +725 | New |
| Colter Lewis Investment Partners LLC | 728 | $283.2K | 0.33% | +728 | New |
| Leavell Investment Management, Inc. | 728 | $283.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 732 | $284.8K | 0.05% | −54−6.9% | Reduced |
| Journey Strategic Wealth LLC | 733 | $285.2K | 0.01% | +106+16.9% | Added |
| Pallas Capital Advisors LLC | 737 | $286.7K | 0.01% | +18+2.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 737 | $286.7K | 0.02% | −3−0.4% | Reduced |
| Premier Path Wealth Partners, LLC | 743 | $289.1K | 0.04% | +743 | New |
| Bayforest Capital Ltd | 744 | $289.5K | 0.22% | −1,205−61.8% | Reduced |
| Old National Bancorp | 746 | $290.2K | 0.00% | +746 | New |
| True North Advisors, LLC | 746 | $290.3K | 0.04% | −30−3.9% | Reduced |
| Essex Financial Services, Inc. | 746 | $290.4K | 0.02% | −104−12.2% | Reduced |
| Accredited Investors Inc. | 747 | $290.8K | 0.02% | +15+2.0% | Added |
| Plancorp, LLC | 748 | $291.0K | 0.01% | −295−28.3% | Reduced |
| Soltis Investment Advisors LLC | 748 | $291.1K | 0.02% | +63+9.2% | Added |
| Maple Capital Management, Inc. | 753 | $293.0K | 0.02% | +3+0.4% | Added |
| NBC Securities, Inc. | 758 | $294.9K | 0.02% | −1−0.1% | Reduced |
| Sapient Capital LLC | 755 | $297.2K | 0.00% | +33+4.6% | Added |
| Tradition Wealth Management, LLC | 765 | $297.5K | 0.02% | −120−13.6% | Reduced |
| Center for Financial Planning, Inc. | 767 | $298.4K | 0.03% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 770 | $299.6K | 0.06% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 725 | $304.8K | 0.05% | −15−2.0% | Reduced |
| Hills Bank & Trust Co | 787 | $306.2K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 788 | $306.6K | 0.02% | −13−1.6% | Reduced |
| Phillips Wealth Planners LLC | 730 | $306.8K | 0.25% | −199−21.4% | Reduced |
| Busey Wealth Management | 789 | $307.0K | 0.01% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 793 | $308.5K | 0.28% | +793 | New |
| Cumberland Partners Ltd | 796 | $309.7K | 0.02% | +51+6.8% | Added |
| Warther Private Wealth, LLC | 800 | $311.3K | 0.07% | −200−20.0% | Reduced |
| Advance Capital Management, Inc. | 803 | $312.4K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 805 | $313.2K | 0.23% | −363−31.1% | Reduced |
| Affinity Investment Advisors, LLC | 817 | $317.9K | 0.21% | 00.0% | Unchanged |
| Jain Global LLC | 821 | $319.4K | 0.00% | −39,719−98.0% | Reduced |
| R Squared Ltd | 821 | $319.4K | 0.15% | −254−23.6% | Reduced |
| Cary Street Partners Financial LLC | 829 | $322.5K | 0.01% | +146+21.4% | Added |
| CX Institutional | 830 | $323.0K | 0.01% | +30+3.8% | Added |
| Gladstone Institutional Advisory LLC | 848 | $330.1K | 0.01% | −63−6.9% | Reduced |
| S.E.E.D. Planning Group LLC | 850 | $330.7K | 0.09% | −18−2.1% | Reduced |
| South Shore Capital Advisors | 850 | $330.7K | 0.24% | +850 | New |
| Professional Advisory Services Inc | 850 | $331.0K | 0.04% | 00.0% | Unchanged |
| Kickstand Ventures, LLC. | 852 | $331.5K | 0.07% | 00.0% | Unchanged |
| FineMark National Bank & Trust | 853 | $331.9K | 0.01% | +13+1.5% | Added |
| Nwam LLC | 823 | $332.7K | 0.02% | −171−17.2% | Reduced |
| Pine Harbor Wealth Management, LLC | 860 | $334.6K | 0.10% | −40−4.4% | Reduced |
| ERn Financial, LLC | 861 | $334.8K | 0.06% | 00.0% | Unchanged |
| Tradewinds, LLC. | 861 | $335.1K | 0.08% | −127−12.9% | Reduced |
| Financial Engines Advisors L.L.C. | 866 | $336.9K | 0.00% | −6−0.7% | Reduced |
| Key Financial Inc | 866 | $336.9K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 868 | $337.7K | 0.01% | −172−16.5% | Reduced |
| Per Stirling Capital Management, LLC. | 868 | $337.8K | 0.04% | +153+21.4% | Added |
| BSW Wealth Partners | 869 | $338.3K | 0.04% | −36−4.0% | Reduced |
| Clark Capital Management Group, Inc. | 875 | $340.4K | 0.00% | +51+6.2% | Added |
| Christine Messmer PC | 875 | $340.6K | 0.22% | +875 | New |
| PDS Planning, Inc | 876 | $340.8K | 0.02% | −7−0.8% | Reduced |
| Leonteq Securities AG | 881 | $342.8K | 0.02% | −5,713−86.6% | Reduced |
| London & Capital Asset Management Ltd | 883 | $343.6K | 0.00% | +883 | New |
| Magnetar Financial LLC | 887 | $345.1K | 0.00% | −18,247−95.4% | Reduced |
| Quest Partners LLC | 887 | $345.1K | 0.02% | −2,613−74.7% | Reduced |
| Private Management Group Inc | 891 | $346.7K | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 900 | $350.0K | 0.03% | +66+7.9% | Added |
| American National Bank | 902 | $350.9K | 0.03% | 00.0% | Unchanged |
| Foster Group, Inc. | 903 | $351.3K | 0.01% | +3+0.3% | Added |
| Arcus Capital Partners, LLC | 907 | $352.9K | 0.13% | +907 | New |
| Biltmore Family Office, LLC | 910 | $354.1K | 0.05% | +910 | New |
| Armis Advisers, LLC | 999 | $354.9K | 0.04% | +999 | New |
| SeaCrest Wealth Management, LLC | 868 | $355.1K | 0.04% | −30−3.3% | Reduced |
| Smart Money Group LLC | 913 | $355.3K | 0.10% | +2+0.2% | Added |
| Fragasso Group Inc. | 913 | $355.4K | 0.02% | +11+1.2% | Added |
| Hudock, Inc. | 915 | $356.2K | 0.05% | +1+0.1% | Added |
| Second Line Capital, LLC | 916 | $356.4K | 0.07% | 00.0% | Unchanged |
| Caldwell Trust Co | 917 | $356.8K | 0.03% | −100−9.8% | Reduced |
| Bishop & Co Investment Management, LLC | 918 | $357.2K | 0.12% | 00.0% | Unchanged |
| Dara Capital US, Inc. | 921 | $358.3K | 0.32% | +921 | New |
| Frec Markets, Inc. | 921 | $358.4K | 0.10% | +921 | New |
| Chelsea Counsel Co | 922 | $358.7K | 0.15% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 923 | $359.1K | 0.11% | +11+1.2% | Added |
| WealthPLAN Partners, LLC | 934 | $363.4K | 0.05% | 00.0% | Unchanged |
| Optimize Financial Inc | 945 | $367.7K | 0.19% | +12+1.3% | Added |
| 111 Capital | 947 | $368.4K | 0.08% | +296+45.5% | Added |
| EverSource Wealth Advisors, LLC | 949 | $369.2K | 0.01% | −22−2.3% | Reduced |
| Havemeyer Place LP | 958 | $372.7K | 0.07% | +958 | New |
| Ellevest, Inc. | 970 | $377.4K | 0.05% | −86−8.1% | Reduced |
| Whalen Wealth Management Inc. | 975 | $379.3K | 0.20% | +185+23.4% | Added |
| West Michigan Advisors, LLC | 977 | $380.1K | 0.09% | −85−8.0% | Reduced |
| Pettyjohn, Wood & White, Inc | 977 | $380.1K | 0.06% | −5−0.5% | Reduced |
| Live Oak Private Wealth LLC | 981 | $381.7K | 0.05% | −18−1.8% | Reduced |
| Ritholtz Wealth Management | 985 | $383.1K | 0.01% | +180+22.4% | Added |
| ABLE Financial Group, LLC | 986 | $383.6K | 0.08% | −4−0.4% | Reduced |
| Eastern Bank | 990 | $385.2K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 999 | $388.7K | 0.01% | −498−33.3% | Reduced |
| Wellington Shields & Co., LLC | 1,000 | $389.1K | 0.10% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,000 | $389.1K | 0.05% | 00.0% | Unchanged |
| KTF Investments, LLC | 1,000 | $389.1K | 0.06% | +1,000 | New |
| FMB Wealth Management | 1,003 | $390.2K | 0.15% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,006 | $391.6K | 0.01% | +88+9.6% | Added |
| Certified Advisory Corp | 1,008 | $392.2K | 0.04% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,012 | $393.9K | 0.10% | −41−3.9% | Reduced |
| Financial Security Advisor, Inc. | 1,014 | $394.7K | 0.08% | +21+2.1% | Added |