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 |
|---|---|---|---|---|---|
| denkapparat Operations GmbH | 1,318 | $512.8K | 0.28% | +640+94.4% | Added |
| Fiduciary Alliance LLC | 1,332 | $518.2K | 0.03% | +45+3.5% | Added |
| Richards, Merrill & Peterson, Inc. | 1,333 | $518.6K | 0.20% | 00.0% | Unchanged |
| Dakota Wealth Management | 1,333 | $518.6K | 0.01% | −46−3.3% | Reduced |
| Cornerstone Wealth Group, LLC | 1,335 | $519.3K | 0.04% | +191+16.7% | Added |
| We Are One Seven, LLC | 1,336 | $519.9K | 0.01% | +35+2.7% | Added |
| Frank, Rimerman Advisors LLC | 1,343 | $522.5K | 0.03% | +12+0.9% | Added |
| GTS Securities LLC | 1,343 | $522.5K | 0.02% | +736+121.3% | Added |
| DMG Group, LLC | 1,346 | $523.7K | 0.35% | +226+20.2% | Added |
| Edgestream Partners, L.P. | 1,349 | $524.9K | 0.01% | −13,371−90.8% | Reduced |
| Annex Advisory Services, LLC | 1,350 | $525.3K | 0.01% | −177−11.6% | Reduced |
| Hutchinson Capital Management | 1,357 | $528.0K | 0.09% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,363 | $528.3K | 0.12% | −127−8.5% | Reduced |
| North Ridge Wealth Advisors, Inc. | 1,358 | $528.4K | 0.30% | −52−3.7% | Reduced |
| Great Valley Advisor Group, Inc. | 1,360 | $528.7K | 0.01% | +81+6.3% | Added |
| Patrick M Sweeney & Associates, Inc | 1,362 | $529.8K | 0.33% | −5−0.4% | Reduced |
| Volterra Technologies LP | 1,368 | $532.2K | 0.55% | +1,368 | New |
| XTX Topco Ltd | 1,395 | $542.8K | 0.01% | +1,395 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1,399 | $544.1K | 0.07% | +1+0.1% | Added |
| Costello Asset Management, INC | 1,400 | $544.7K | 0.18% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 1,408 | $547.8K | 0.00% | +736+109.5% | Added |
| Johnson Investment Counsel Inc | 1,412 | $549.3K | 0.00% | +27+1.9% | Added |
| Hoey Investments, Inc | 1,422 | $553.3K | 0.08% | −130−8.4% | Reduced |
| FourThought Financial Partners, LLC | 1,425 | $554.4K | 0.05% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,425 | $554.4K | 0.00% | −158−10.0% | Reduced |
| Chesapeake Capital Corp | 1,426 | $554.8K | 0.46% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 1,446 | $562.7K | 0.03% | +28+2.0% | Added |
| Parkwoods Wealth Partners, LLC | 1,449 | $563.8K | 0.17% | +20+1.4% | Added |
| Trueblood Wealth Management, LLC | 1,455 | $566.1K | 0.22% | +1+0.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 1,461 | $568.4K | 0.01% | +1,461 | New |
| Atlantic Trust, LLC | 1,463 | $569.3K | 0.09% | −5−0.3% | Reduced |
| Monticello Wealth Management, LLC | 1,467 | $570.8K | 0.04% | +222+17.8% | Added |
| Skopos Labs, Inc. | 1,449 | $574.3K | 0.03% | +284+24.4% | Added |
| Meridian Wealth Management, LLC | 1,481 | $576.2K | 0.02% | +1,481 | New |
| National Asset Management, Inc. | 1,489 | $579.4K | 0.03% | +27+1.8% | Added |
| TD Private Client Wealth LLC | 1,492 | $580.5K | 0.01% | −251−14.4% | Reduced |
| Groupama Asset Managment | 1,493 | $580.9K | 0.01% | −101−6.3% | Reduced |
| Corient IA LLC | 1,500 | $583.6K | 0.55% | 00.0% | Unchanged |
| Capital Financial Group Inc | 1,500 | $583.6K | 0.33% | +1,500 | New |
| Chicago Partners Investment Group LLC | 1,409 | $588.9K | 0.01% | +609+76.1% | Added |
| Capstone Investment Advisors, LLC | 1,522 | $592.2K | 0.00% | −1,282−45.7% | Reduced |
| Asset Advisory Group, Inc. | 1,523 | $592.6K | 0.30% | +1,523 | New |
| Transcend Wealth Collective, LLC | 1,536 | $597.5K | 0.05% | −149−8.8% | Reduced |
| Cottage Street Advisors LLC | 1,541 | $599.5K | 0.25% | −34−2.2% | Reduced |
| Hunter Associates Investment Management LLC | 1,550 | $602.0K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,554 | $604.7K | 0.02% | +1,554 | New |
| Evercore Wealth Management, LLC | 1,563 | $608.1K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,568 | $610.1K | 0.00% | +423+36.9% | Added |
| 1st Source Bank | 1,575 | $612.8K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,579 | $614.2K | 0.03% | 00.0% | Unchanged |
| Z3 Capital Partners, LLC | 1,579 | $614.3K | 0.15% | +1,579 | New |
| Verdence Capital Advisors LLC | 1,581 | $615.0K | 0.04% | −1,075−40.5% | Reduced |
| Covestor Ltd | 1,582 | $615.0K | 0.32% | +1,399+764.5% | Added |
| XML Financial, LLC | 1,588 | $617.8K | 0.05% | −5−0.3% | Reduced |
| Drucker Wealth 3.0, LLC | 1,597 | $621.3K | 0.11% | +749+88.3% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $622.5K | 0.16% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,600 | $622.5K | 0.07% | +1,600 | New |
| Crestwood Advisors Group LLC | 1,603 | $623.7K | 0.01% | +666+71.1% | Added |
| Westside Investment Management, Inc. | 1,605 | $625.4K | 0.10% | +5+0.3% | Added |
| HFM Investment Advisors, LLC | 1,612 | $627.2K | 0.25% | +1+0.1% | Added |
| GLOBALT Investments LLC | 1,612 | $627.2K | 0.02% | +247+18.1% | Added |
| Bridges Investment Management Inc | 1,619 | $629.9K | 0.01% | +365+29.1% | Added |
| Groupe la Francaise | 1,620 | $630.3K | 0.01% | −14−0.9% | Reduced |
| Symphony Financial, Ltd. Co. | 1,604 | $631.3K | 0.08% | −27−1.7% | Reduced |
| Globeflex Capital L P | 1,635 | $636.1K | 0.10% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 1,635 | $636.2K | 0.09% | −119−6.8% | Reduced |
| Strategic Blueprint, LLC | 1,647 | $640.6K | 0.04% | +581+54.5% | Added |
| Taylor Financial Group, Inc. | 1,648 | $641.2K | 0.38% | 00.0% | Unchanged |
| Anb Bank | 1,653 | $643.1K | 0.26% | −4−0.2% | Reduced |
| Parallel Advisors, LLC | 1,657 | $644.9K | 0.01% | +310+23.0% | Added |
| Watershed Private Wealth LLC | 1,662 | $646.6K | 0.19% | +43+2.7% | Added |
| Strategies Wealth Advisors, LLC | 1,663 | $647.1K | 0.06% | −49−2.9% | Reduced |
| BigSur Wealth Management LLC | 1,664 | $647.4K | 0.16% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,666 | $648.2K | 0.07% | −67−3.9% | Reduced |
| Uniting Wealth Partners, LLC | 1,672 | $650.5K | 0.20% | +3+0.2% | Added |
| Claro Advisors LLC | 1,678 | $653.0K | 0.09% | +3+0.2% | Added |
| Gallacher Capital Management LLC | 1,689 | $657.0K | 0.25% | −10−0.6% | Reduced |
| Frazier Financial Advisors, LLC | 1,693 | $658.7K | 0.39% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,694 | $659.1K | 0.19% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 1,707 | $664.1K | 0.31% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 1,712 | $666.1K | 0.03% | −10,953−86.5% | Reduced |
| Chung Wu Investment Group, LLC | 1,715 | $667.3K | 0.55% | +1,715 | New |
| One Capital Management, LLC | 1,720 | $669.4K | 0.02% | −20−1.1% | Reduced |
| Insigneo Advisory Services, LLC | 1,727 | $671.9K | 0.05% | −310−15.2% | Reduced |
| Chatham Capital Group, Inc. | 1,734 | $674.6K | 0.10% | 00.0% | Unchanged |
| Nomura Holdings Inc | 1,737 | $675.8K | 0.00% | −1,238−41.6% | Reduced |
| AlphaCore Capital LLC | 1,748 | $679.9K | 0.02% | +300+20.7% | Added |
| HM Payson & Co | 1,758 | $684.0K | 0.01% | −313−15.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,779 | $692.2K | 0.20% | 00.0% | Unchanged |
| TCW Group Inc | 1,779 | $692.2K | 0.00% | +1,779 | New |
| Focus Financial Network, Inc. | 1,790 | $696.3K | 0.02% | +1+0.1% | Added |
| Assetmark, Inc | 1,799 | $700.0K | 0.00% | +218+13.8% | Added |
| Marble Harbor Investment Counsel, LLC | 1,800 | $700.3K | 0.07% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 606 | $707.0K | 0.04% | +21+3.6% | Added |
| Davis Investment Partners, LLC | 1,785 | $711.4K | 0.25% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,837 | $714.9K | 0.00% | +584+46.6% | Added |
| Sumitomo Life Insurance Co | 1,851 | $720.2K | 0.02% | +20+1.1% | Added |
| Wilkerson Advisory Group LLC | 1,856 | $722.1K | 0.25% | +1,856 | New |
| MTM Investment Management, LLC | 1,858 | $722.9K | 0.23% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,883 | $732.6K | 0.52% | 00.0% | Unchanged |