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 |
|---|---|---|---|---|---|
| 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 |
| NorthRock Partners, LLC | 1,055 | $410.9K | 0.01% | +13+1.2% | Added |
| Jacobi Capital Management LLC | 1,054 | $410.0K | 0.02% | −25−2.3% | Reduced |
| Arkadios Wealth Advisors | 1,049 | $408.0K | 0.01% | +1,049 | New |
| Carnegie Lake Advisors LLC | 1,048 | $407.7K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 1,047 | $407.4K | 0.01% | +15+1.5% | Added |
| Cahill Financial Advisors Inc | 1,044 | $406.1K | 0.04% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 1,040 | $404.6K | 0.00% | −9,596−90.2% | Reduced |
| Founders Financial Securities LLC | 1,039 | $404.3K | 0.02% | +39+3.9% | Added |
| K2 Principal Fund, L.P. | 1,039 | $404.2K | 0.04% | −711−40.6% | Reduced |
| Founders Financial Alliance, LLC | 1,038 | $403.9K | 0.08% | −316−23.3% | Reduced |
| Ci Investments Inc. | 1,032 | $401.5K | 0.00% | −2,795−73.0% | Reduced |
| Ameritas Investment Partners, Inc. | 1,025 | $398.8K | 0.01% | 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 |
| BKM Wealth Management, LLC | 1,018 | $396.1K | 0.14% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 940 | $395.9K | 0.05% | 00.0% | Unchanged |
| Welch & Forbes LLC | 1,016 | $395.3K | 0.00% | 00.0% | Unchanged |
| Kooman & Associates | 1,016 | $395.3K | 0.12% | +2+0.2% | Added |
| Financial Security Advisor, Inc. | 1,014 | $394.7K | 0.08% | +21+2.1% | Added |
| Kelly Financial Services LLC | 1,012 | $393.9K | 0.10% | −41−3.9% | Reduced |
| Certified Advisory Corp | 1,008 | $392.2K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 1,006 | $391.6K | 0.01% | +88+9.6% | Added |
| FMB Wealth Management | 1,003 | $390.2K | 0.15% | 00.0% | Unchanged |
| 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 |
| Bokf, NA | 999 | $388.7K | 0.01% | −498−33.3% | Reduced |
| Eastern Bank | 990 | $385.2K | 0.01% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 986 | $383.6K | 0.08% | −4−0.4% | Reduced |
| Ritholtz Wealth Management | 985 | $383.1K | 0.01% | +180+22.4% | Added |
| Live Oak Private Wealth LLC | 981 | $381.7K | 0.05% | −18−1.8% | Reduced |
| Pettyjohn, Wood & White, Inc | 977 | $380.1K | 0.06% | −5−0.5% | Reduced |
| West Michigan Advisors, LLC | 977 | $380.1K | 0.09% | −85−8.0% | Reduced |
| Whalen Wealth Management Inc. | 975 | $379.3K | 0.20% | +185+23.4% | Added |
| Ellevest, Inc. | 970 | $377.4K | 0.05% | −86−8.1% | Reduced |
| Havemeyer Place LP | 958 | $372.7K | 0.07% | +958 | New |
| EverSource Wealth Advisors, LLC | 949 | $369.2K | 0.01% | −22−2.3% | Reduced |
| 111 Capital | 947 | $368.4K | 0.08% | +296+45.5% | Added |
| Optimize Financial Inc | 945 | $367.7K | 0.19% | +12+1.3% | Added |
| WealthPLAN Partners, LLC | 934 | $363.4K | 0.05% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 923 | $359.1K | 0.11% | +11+1.2% | Added |
| Chelsea Counsel Co | 922 | $358.7K | 0.15% | 00.0% | Unchanged |
| Frec Markets, Inc. | 921 | $358.4K | 0.10% | +921 | New |
| Dara Capital US, Inc. | 921 | $358.3K | 0.32% | +921 | New |
| Bishop & Co Investment Management, LLC | 918 | $357.2K | 0.12% | 00.0% | Unchanged |
| Caldwell Trust Co | 917 | $356.8K | 0.03% | −100−9.8% | Reduced |
| Second Line Capital, LLC | 916 | $356.4K | 0.07% | 00.0% | Unchanged |
| Hudock, Inc. | 915 | $356.2K | 0.05% | +1+0.1% | Added |
| Fragasso Group Inc. | 913 | $355.4K | 0.02% | +11+1.2% | Added |
| Smart Money Group LLC | 913 | $355.3K | 0.10% | +2+0.2% | Added |
| SeaCrest Wealth Management, LLC | 868 | $355.1K | 0.04% | −30−3.3% | Reduced |
| Armis Advisers, LLC | 999 | $354.9K | 0.04% | +999 | New |
| Biltmore Family Office, LLC | 910 | $354.1K | 0.05% | +910 | New |
| Arcus Capital Partners, LLC | 907 | $352.9K | 0.13% | +907 | New |
| Foster Group, Inc. | 903 | $351.3K | 0.01% | +3+0.3% | Added |
| American National Bank | 902 | $350.9K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 900 | $350.0K | 0.03% | +66+7.9% | Added |
| Private Management Group Inc | 891 | $346.7K | 0.01% | 00.0% | Unchanged |
| 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 |
| London & Capital Asset Management Ltd | 883 | $343.6K | 0.00% | +883 | New |
| Leonteq Securities AG | 881 | $342.8K | 0.02% | −5,713−86.6% | Reduced |
| PDS Planning, Inc | 876 | $340.8K | 0.02% | −7−0.8% | Reduced |
| Christine Messmer PC | 875 | $340.6K | 0.22% | +875 | New |
| Clark Capital Management Group, Inc. | 875 | $340.4K | 0.00% | +51+6.2% | Added |
| BSW Wealth Partners | 869 | $338.3K | 0.04% | −36−4.0% | Reduced |
| Per Stirling Capital Management, LLC. | 868 | $337.8K | 0.04% | +153+21.4% | Added |
| Level Four Advisory Services, LLC | 868 | $337.7K | 0.01% | −172−16.5% | 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 |
| Tradewinds, LLC. | 861 | $335.1K | 0.08% | −127−12.9% | Reduced |
| ERn Financial, LLC | 861 | $334.8K | 0.06% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 860 | $334.6K | 0.10% | −40−4.4% | Reduced |
| Nwam LLC | 823 | $332.7K | 0.02% | −171−17.2% | Reduced |
| FineMark National Bank & Trust | 853 | $331.9K | 0.01% | +13+1.5% | Added |
| Kickstand Ventures, LLC. | 852 | $331.5K | 0.07% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 850 | $331.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Gladstone Institutional Advisory LLC | 848 | $330.1K | 0.01% | −63−6.9% | Reduced |
| CX Institutional | 830 | $323.0K | 0.01% | +30+3.8% | Added |
| Cary Street Partners Financial LLC | 829 | $322.5K | 0.01% | +146+21.4% | Added |
| 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 |
| Affinity Investment Advisors, LLC | 817 | $317.9K | 0.21% | 00.0% | Unchanged |
| First Community Trust NA | 805 | $313.2K | 0.23% | −363−31.1% | Reduced |
| Advance Capital Management, Inc. | 803 | $312.4K | 0.01% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 800 | $311.3K | 0.07% | −200−20.0% | Reduced |
| Cumberland Partners Ltd | 796 | $309.7K | 0.02% | +51+6.8% | Added |
| Strategic Financial Concepts, LLC | 793 | $308.5K | 0.28% | +793 | New |
| Busey Wealth Management | 789 | $307.0K | 0.01% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 730 | $306.8K | 0.25% | −199−21.4% | Reduced |
| Howe & Rusling Inc | 788 | $306.6K | 0.02% | −13−1.6% | Reduced |
| Hills Bank & Trust Co | 787 | $306.2K | 0.02% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 725 | $304.8K | 0.05% | −15−2.0% | Reduced |
| M. Kulyk & Associates, LLC | 770 | $299.6K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 767 | $298.4K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 765 | $297.5K | 0.02% | −120−13.6% | Reduced |