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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 3,007 | $1.17M | 0.05% | +1,210+67.3% | Added |
| First Citizens Bank & Trust Co | 3,008 | $1.17M | 0.02% | +944+45.7% | Added |
| Perigon Wealth Management, LLC | 3,013 | $1.17M | 0.02% | +136+4.7% | Added |
| MUFG Securities Americas Inc. | 3,025 | $1.18M | 0.07% | −7−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,035 | $1.18M | 0.02% | +1,248+69.8% | Added |
| Clearstead Advisors, LLC | 3,037 | $1.18M | 0.01% | +157+5.5% | Added |
| CORDA Investment Management, LLC. | 3,040 | $1.18M | 0.09% | +3,040 | New |
| Moors & Cabot, Inc. | 3,055 | $1.19M | 0.05% | +1,367+81.0% | Added |
| Apella Capital, LLC | 3,072 | $1.20M | 0.02% | +397+14.8% | Added |
| Securian Asset Management, Inc | 3,094 | $1.20M | 0.05% | −2,405−43.7% | Reduced |
| Snowden Capital Advisors LLC | 3,096 | $1.20M | 0.03% | +896+40.7% | Added |
| Savant Capital, LLC | 3,097 | $1.20M | 0.01% | −2,405−43.7% | Reduced |
| Uncommon Cents Investing LLC | 3,110 | $1.21M | 0.29% | −15−0.5% | Reduced |
| Marietta Investment Partners LLC | 3,125 | $1.22M | 0.24% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,972 | $1.22M | 0.04% | +153+5.4% | Added |
| Vise Technologies, Inc. | 3,127 | $1.22M | 0.02% | +1,717+121.8% | Added |
| Wedbush Securities Inc | 3,150 | $1.23M | 0.04% | +432+15.9% | Added |
| Alpha Wealth Funds, LLC | 3,083 | $1.23M | 0.83% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,160 | $1.23M | 0.01% | +136+4.5% | Added |
| Capital Asset Advisory Services LLC | 2,979 | $1.23M | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 3,168 | $1.23M | 0.06% | +171+5.7% | Added |
| Strong Tower Advisory Services | 3,169 | $1.23M | 0.22% | +163+5.4% | Added |
| Rubicon Advisors, GP | 3,189 | $1.24M | 1.15% | +3,189 | New |
| First Foundation Advisors | 3,195 | $1.24M | 0.05% | +18+0.6% | Added |
| Global Retirement Partners, LLC | 3,210 | $1.25M | 0.02% | +144+4.7% | Added |
| MCF Advisors LLC | 3,241 | $1.26M | 0.07% | +1,139+54.2% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 3,259 | $1.27M | 1.04% | +3,259 | New |
| J. Safra Sarasin Holding AG | 3,290 | $1.28M | 0.02% | +1,906+137.7% | Added |
| Adviser Investments LLC | 3,318 | $1.29M | 0.01% | +53+1.6% | Added |
| Transatlantique Private Wealth LLC | 3,343 | $1.30M | 0.41% | +115+3.6% | Added |
| TCG Advisory Services, LLC | 3,343 | $1.30M | 0.04% | +2,079+164.5% | Added |
| Heritage Trust Co | 3,356 | $1.31M | 0.13% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,367 | $1.31M | 0.01% | +144+4.5% | Added |
| Buckingham Strategic Partners | 3,402 | $1.32M | 0.02% | +3,402 | New |
| Burney Co | 3,408 | $1.33M | 0.04% | +508+17.5% | Added |
| Private Wealth Asset Management, LLC | 3,423 | $1.33M | 0.14% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 3,445 | $1.34M | 0.06% | +116+3.5% | Added |
| Private Trust Co NA | 3,456 | $1.34M | 0.12% | +458+15.3% | Added |
| Atria Investments LLC | 3,458 | $1.35M | 0.02% | −27−0.8% | Reduced |
| First Commonwealth Financial Corp | 3,464 | $1.35M | 0.22% | −13−0.4% | Reduced |
| Westwood Holdings Group Inc. | 3,485 | $1.36M | 0.01% | −122−3.4% | Reduced |
| QRG Capital Management, Inc. | 3,502 | $1.36M | 0.02% | +997+39.8% | Added |
| IHT Wealth Management, LLC | 3,535 | $1.38M | 0.03% | −702−16.6% | Reduced |
| HB Wealth Management, LLC | 3,542 | $1.38M | 0.01% | −848−19.3% | Reduced |
| E. Ohman J:or Asset Management AB | 3,553 | $1.38M | 0.03% | −1,447−28.9% | Reduced |
| Hager Investment Management Services, LLC | 3,555 | $1.38M | 0.75% | +1,637+85.3% | Added |
| Plato Investment Management Ltd | 3,556 | $1.39M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 3,586 | $1.40M | 0.02% | +3+0.1% | Added |
| WESPAC Advisors SoCal, LLC | 3,587 | $1.40M | 0.28% | +219+6.5% | Added |
| Sigma Planning Corp | 3,602 | $1.40M | 0.04% | −49−1.3% | Reduced |
| NewEdge Wealth, LLC | 3,675 | $1.43M | 0.02% | +556+17.8% | Added |
| RMB Capital Management, LLC | 3,727 | $1.45M | 0.03% | +15+0.4% | Added |
| GAMMA Investing LLC | 3,744 | $1.46M | 0.07% | +581+18.4% | Added |
| Wealthspire Advisors, LLC | 3,761 | $1.46M | 0.01% | +996+36.0% | Added |
| Mattson Financial Services, LLC | 3,765 | $1.46M | 0.34% | −286−7.1% | Reduced |
| Concurrent Investment Advisors, LLC | 3,811 | $1.48M | 0.02% | +1,448+61.3% | Added |
| Y.D. More Investments Ltd | 3,926 | $1.53M | 0.07% | +3,926 | New |
| Empirical Finance, LLC | 3,933 | $1.53M | 0.07% | −167−4.1% | Reduced |
| Spirepoint Private Client, LLC | 3,940 | $1.53M | 0.15% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 3,719 | $1.54M | 0.04% | +27+0.7% | Added |
| Connable Office Inc | 3,977 | $1.55M | 0.14% | −1,486−27.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 3,978 | $1.55M | 0.05% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,981 | $1.55M | 0.02% | +340+9.3% | Added |
| Evoke Wealth, LLC | 3,996 | $1.55M | 0.03% | −263−6.2% | Reduced |
| Oak Thistle LLC | 3,998 | $1.56M | 0.22% | +3,998 | New |
| Merit Financial Group, LLC | 4,018 | $1.56M | 0.01% | +1,303+48.0% | Added |
| Sandler Capital Management | 4,020 | $1.56M | 0.70% | +927+30.0% | Added |
| Jump Financial, LLC | 4,022 | $1.56M | 0.02% | +2,532+169.9% | Added |
| Centaurus Financial, Inc. | 4,086 | $1.59M | 0.07% | −151−3.6% | Reduced |
| HighPoint Advisor Group LLC | 4,110 | $1.60M | 0.04% | +670+19.5% | Added |
| Farringdon Capital, Ltd. | 4,112 | $1.60M | 0.39% | +4,112 | New |
| Avantax Planning Partners, Inc. | 4,118 | $1.60M | 0.04% | −274−6.2% | Reduced |
| Beaumont Asset Management, L.L.C. | 4,121 | $1.60M | 0.80% | −189−4.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,126 | $1.60M | 0.36% | +4,126 | New |
| CWM, LLC | 4,176 | $1.63M | 0.00% | +1,103+35.9% | Added |
| Loomis Sayles & Co L P | 4,178 | $1.63M | 0.00% | +4,178 | New |
| United Capital Financial Advisers, LLC | 4,180 | $1.63M | 0.01% | +81+2.0% | Added |
| J.W. Cole Advisors, Inc. | 4,303 | $1.63M | 0.04% | −255−5.6% | Reduced |
| Koshinski Asset Management, Inc. | 4,192 | $1.63M | 0.11% | +74+1.8% | Added |
| Summit Trail Advisors, LLC | 4,203 | $1.64M | 0.03% | −1,491−26.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,215 | $1.64M | 0.02% | −300−6.6% | Reduced |
| Diversified Trust Co | 4,225 | $1.64M | 0.03% | −2,411−36.3% | Reduced |
| Agate Pass Investment Management, LLC | 4,280 | $1.67M | 0.62% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,965 | $1.67M | 0.28% | +3,965 | New |
| Penobscot Investment Management Company, Inc. | 4,398 | $1.71M | 0.13% | 00.0% | Unchanged |
| Courier Capital LLC | 4,426 | $1.72M | 0.10% | +39+0.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 4,438 | $1.73M | 0.00% | −13−0.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,448 | $1.73M | 0.04% | −18,238−80.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,468 | $1.74M | 0.05% | −228−4.9% | Reduced |
| North Dakota State Investment Board | 4,476 | $1.74M | 0.06% | +4,476 | New |
| Axxcess Wealth Management, LLC | 4,484 | $1.74M | 0.03% | +5+0.1% | Added |
| Central Pacific Bank - Trust Division | 4,530 | $1.76M | 0.22% | +14+0.3% | Added |
| Resources Investment Advisors, LLC. | 4,568 | $1.78M | 0.02% | −339−6.9% | Reduced |
| Elmwood Wealth Management, Inc. | 4,575 | $1.78M | 0.56% | +5+0.1% | Added |
| MUFG Securities EMEA plc | 4,603 | $1.79M | 0.02% | −10,549−69.6% | Reduced |
| Silphium Asset Management Ltd | 4,609 | $1.79M | 0.76% | +4,609 | New |
| Metis Global Partners, LLC | 4,612 | $1.79M | 0.04% | −5,509−54.4% | Reduced |
| Ostrum Asset Management | 4,638 | $1.80M | 0.09% | −182−3.8% | Reduced |
| Pinnacle Associates Ltd | 4,647 | $1.81M | 0.02% | −28−0.6% | Reduced |
| Group One Trading, L.P. | 4,688 | $1.82M | 0.05% | +4,688 | New |