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 |
|---|---|---|---|---|---|
| Kooman & Associates | 1,016 | $395.3K | 0.12% | +2+0.2% | Added |
| Welch & Forbes LLC | 1,016 | $395.3K | 0.00% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 940 | $395.9K | 0.05% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 1,018 | $396.1K | 0.14% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 1,022 | $397.6K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 1,022 | $397.6K | 0.14% | +320+45.6% | Added |
| Ameritas Investment Partners, Inc. | 1,025 | $398.8K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,032 | $401.5K | 0.00% | −2,795−73.0% | Reduced |
| Founders Financial Alliance, LLC | 1,038 | $403.9K | 0.08% | −316−23.3% | Reduced |
| K2 Principal Fund, L.P. | 1,039 | $404.2K | 0.04% | −711−40.6% | Reduced |
| Founders Financial Securities LLC | 1,039 | $404.3K | 0.02% | +39+3.9% | Added |
| Bridgewater Associates, LP | 1,040 | $404.6K | 0.00% | −9,596−90.2% | Reduced |
| Cahill Financial Advisors Inc | 1,044 | $406.1K | 0.04% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,047 | $407.4K | 0.01% | +15+1.5% | Added |
| Carnegie Lake Advisors LLC | 1,048 | $407.7K | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 1,049 | $408.0K | 0.01% | +1,049 | New |
| Jacobi Capital Management LLC | 1,054 | $410.0K | 0.02% | −25−2.3% | Reduced |
| NorthRock Partners, LLC | 1,055 | $410.9K | 0.01% | +13+1.2% | Added |
| Copley Financial Group, Inc. | 1,062 | $413.2K | 0.26% | −98−8.4% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 1,062 | $413.2K | 0.02% | 00.0% | Unchanged |
| Vicus Capital | 1,079 | $420.0K | 0.03% | +3+0.3% | Added |
| Pensionmark Financial Group, LLC | 1,081 | $420.5K | 0.01% | −85−7.3% | Reduced |
| Trademark Financial Management, LLC | 1,081 | $420.6K | 0.23% | +1,081 | New |
| Profund Advisors LLC | 1,086 | $422.5K | 0.01% | −95−8.0% | Reduced |
| Cigna Investments Inc | 1,096 | $426.0K | 0.06% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,096 | $426.4K | 0.06% | −27−2.4% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 1,100 | $428.0K | 0.21% | −27−2.4% | Reduced |
| Scientech Research LLC | 1,101 | $428.4K | 0.27% | +1,101 | New |
| Capital Investment Counsel, Inc | 1,105 | $429.9K | 0.05% | 00.0% | Unchanged |
| Associated Banc-Corp | 1,112 | $432.6K | 0.01% | −50−4.3% | Reduced |
| Janney Capital Management LLC | 1,112 | $433.0K | 0.03% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 1,020 | $436.2K | 0.09% | +4+0.4% | Added |
| Rebalance, LLC | 1,122 | $436.5K | 0.03% | +41+3.8% | Added |
| Garner Asset Management Corp | 1,123 | $436.9K | 0.17% | +33+3.0% | Added |
| Beck Bode, LLC | 1,124 | $437.3K | 0.07% | −7−0.6% | Reduced |
| Simplicity Wealth,LLC | 1,125 | $437.7K | 0.03% | +87+8.4% | Added |
| ProVise Management Group, LLC | 1,127 | $438.5K | 0.03% | −50−4.2% | Reduced |
| International Assets Investment Management, LLC | 1,129 | $439.2K | 0.03% | 00.0% | Unchanged |
| Cedar Point Capital Partners, LLC | 1,134 | $441.2K | 0.28% | 00.0% | Unchanged |
| Massar Capital Management, LP | 1,137 | $442.4K | 0.09% | +1,137 | New |
| Ronald Blue Trust, Inc. | 1,139 | $443.2K | 0.01% | −77−6.3% | Reduced |
| Impact Partnership Wealth, LLC | 1,141 | $443.9K | 0.06% | +262+29.8% | Added |
| Brookstone Capital Management | 1,149 | $446.9K | 0.01% | +10+0.9% | Added |
| Hardin Capital Partners, LLC | 1,150 | $447.4K | 0.21% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 1,153 | $448.7K | 0.04% | 00.0% | Unchanged |
| Madden Securities Corp | 1,155 | $449.4K | 0.14% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,160 | $451.3K | 0.19% | −12−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 1,167 | $454.2K | 0.01% | +1,167 | New |
| AssuredPartners Investment Advisors, LLC | 1,174 | $456.9K | 0.07% | +455+63.3% | Added |
| Boston Private Wealth LLC | 1,175 | $457.2K | 0.03% | −7−0.6% | Reduced |
| Pacifica Partners Inc. | 1,149 | $457.9K | 0.20% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 1,179 | $458.7K | 0.08% | +1,179 | New |
| Change Path, LLC | 1,183 | $460.3K | 0.01% | +127+12.0% | Added |
| Waldron Private Wealth LLC | 1,185 | $461.0K | 0.02% | +1,185 | New |
| Dillon & Associates Inc | 1,187 | $462.0K | 0.06% | +203+20.6% | Added |
| Sowell Financial Services LLC | 1,189 | $462.8K | 0.02% | +11+0.9% | Added |
| Stanley-Laman Group, Ltd. | 1,195 | $464.9K | 0.06% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 1,197 | $466.0K | 0.00% | +808+207.7% | Added |
| Safeguard Investment Advisory Group, LLC | 1,198 | $466.3K | 0.12% | +11+0.9% | Added |
| Moran Wealth Management, LLC | 1,199 | $466.5K | 0.01% | −572−32.3% | Reduced |
| Tyche Wealth Partners LLC | 1,200 | $466.9K | 0.07% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,200 | $466.9K | 0.01% | +1,200 | New |
| Keel Point, LLC | 1,201 | $467.4K | 0.03% | +9+0.8% | Added |
| Robertson Stephens Wealth Management, LLC | 1,202 | $467.7K | 0.01% | +28+2.4% | Added |
| Confluence Wealth Services, Inc. | 1,206 | $469.2K | 0.02% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 1,206 | $469.2K | 0.03% | −22−1.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,207 | $469.5K | 0.20% | −3−0.2% | Reduced |
| Baader Bank INC | 1,215 | $470.5K | 0.04% | +1,215 | New |
| Crescent Grove Advisors, LLC | 1,210 | $470.7K | 0.04% | +1+0.1% | Added |
| Revolve Wealth Partners, LLC | 1,223 | $475.8K | 0.06% | +123+11.2% | Added |
| Steinberg Asset Management LLC | 1,223 | $475.8K | 0.35% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 1,224 | $476.2K | 0.02% | −20−1.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 1,224 | $476.2K | 0.03% | +15+1.2% | Added |
| Navalign, LLC | 1,225 | $476.6K | 0.12% | 00.0% | Unchanged |
| Marathon Strategic Advisors, LLC | 1,225 | $476.6K | 0.36% | −275−18.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 1,228 | $477.8K | 0.02% | −19−1.5% | Reduced |
| Brown Financial Advisors | 1,230 | $478.6K | 0.18% | −82−6.3% | Reduced |
| Kovack Advisors, Inc. | 1,230 | $478.7K | 0.02% | +1,230 | New |
| Savvy Advisors, Inc. | 1,239 | $482.1K | 0.02% | +66+5.6% | Added |
| West Wealth Group, LLC | 1,240 | $482.6K | 0.10% | −1−0.1% | Reduced |
| Stevens Capital Management LP | 1,247 | $485.0K | 0.17% | +1,247 | New |
| SmartHarvest Portfolios, LLC | 1,248 | $485.6K | 0.17% | +1,248 | New |
| Sagespring Wealth Partners, LLC | 1,249 | $485.9K | 0.01% | +101+8.8% | Added |
| Centerpoint Advisors, LLC | 1,250 | $486.0K | 0.15% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 1,727 | $486.9K | 0.04% | +1,727 | New |
| USA Financial Portformulas Corp | 1,253 | $487.5K | 0.09% | −341−21.4% | Reduced |
| Cannon Financial Strategists, Inc. | 1,268 | $493.3K | 0.07% | 00.0% | Unchanged |
| Wellington Management Group LLP | 1,271 | $494.5K | 0.00% | −1,216−48.9% | Reduced |
| Principal Securities, Inc. | 1,272 | $494.9K | 0.01% | +313+32.6% | Added |
| Global Trust Asset Management, LLC | 1,275 | $496.0K | 0.20% | −764−37.5% | Reduced |
| Harbour Investments, Inc. | 1,284 | $499.5K | 0.01% | −50−3.7% | Reduced |
| Resources Management Corp | 1,284 | $500.0K | 0.06% | −45−3.4% | Reduced |
| Meeder Asset Management Inc | 1,290 | $501.9K | 0.03% | −8,848−87.3% | Reduced |
| CenterBook Partners LP | 1,294 | $503.5K | 0.02% | +1,294 | New |
| Cullinan Associates Inc | 1,300 | $505.8K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,300 | $505.8K | 0.33% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 1,306 | $508.1K | 0.03% | +31+2.4% | Added |
| Modera Wealth Management, LLC | 1,309 | $509.4K | 0.01% | +415+46.4% | Added |
| OpenArc Corporate Advisory, LLC | 1,310 | $509.7K | 0.01% | +1,310 | New |
| Patron Partners Advisors, LLC | 1,317 | $512.4K | 0.23% | −4−0.3% | Reduced |