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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 755 | $297.2K | 0.00% | +33+4.6% | Added |
| NBC Securities, Inc. | 758 | $294.9K | 0.02% | −1−0.1% | Reduced |
| Maple Capital Management, Inc. | 753 | $293.0K | 0.02% | +3+0.4% | Added |
| Soltis Investment Advisors LLC | 748 | $291.1K | 0.02% | +63+9.2% | Added |
| Plancorp, LLC | 748 | $291.0K | 0.01% | −295−28.3% | Reduced |
| Accredited Investors Inc. | 747 | $290.8K | 0.02% | +15+2.0% | Added |
| Essex Financial Services, Inc. | 746 | $290.4K | 0.02% | −104−12.2% | Reduced |
| True North Advisors, LLC | 746 | $290.3K | 0.04% | −30−3.9% | Reduced |
| Old National Bancorp | 746 | $290.2K | 0.00% | +746 | New |
| Bayforest Capital Ltd | 744 | $289.5K | 0.22% | −1,205−61.8% | Reduced |
| Premier Path Wealth Partners, LLC | 743 | $289.1K | 0.04% | +743 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 737 | $286.7K | 0.02% | −3−0.4% | Reduced |
| Pallas Capital Advisors LLC | 737 | $286.7K | 0.01% | +18+2.5% | Added |
| Journey Strategic Wealth LLC | 733 | $285.2K | 0.01% | +106+16.9% | Added |
| Quadrant Private Wealth Management, LLC | 732 | $284.8K | 0.05% | −54−6.9% | Reduced |
| Leavell Investment Management, Inc. | 728 | $283.4K | 0.01% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 728 | $283.2K | 0.33% | +728 | New |
| Wallace Hart LLC | 725 | $282.1K | 0.21% | +725 | New |
| Inscription Capital, LLC | 723 | $281.5K | 0.03% | +723 | New |
| Ironwood Investment Counsel, LLC | 721 | $280.7K | 0.04% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 718 | $279.7K | 0.17% | −1−0.1% | Reduced |
| Colonial Trust Co | 717 | $279.0K | 0.04% | −30−4.0% | Reduced |
| Childress Capital Advisors, LLC | 716 | $278.4K | 0.04% | −4−0.6% | Reduced |
| Washington Trust Bank | 711 | $276.6K | 0.02% | −59−7.7% | Reduced |
| Blueshift Asset Management, LLC | 703 | $273.5K | 0.08% | +703 | New |
| Sentinus, LLC | 702 | $273.2K | 0.03% | +20+2.9% | Added |
| Professional Financial Advisors, LLC | 700 | $272.3K | 0.06% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 697 | $271.1K | 0.12% | +2+0.3% | Added |
| Welch Capital Partners LLC | 696 | $271.0K | 0.05% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 693 | $269.6K | 0.02% | +40+6.1% | Added |
| Ruggaard & Associates LLC | 691 | $268.8K | 0.11% | +3+0.4% | Added |
| JFS Wealth Advisors, LLC | 688 | $267.7K | 0.02% | +16+2.4% | Added |
| LeClair Wealth Partners LLC | 688 | $267.7K | 0.16% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 683 | $265.9K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 682 | $265.3K | 0.01% | +682 | New |
| Flagstone Financial Management | 681 | $265.0K | 0.07% | +50+7.9% | Added |
| PCM Encore, LLC | 680 | $264.8K | 0.06% | +680 | New |
| Carr Financial Group Corp | 678 | $263.7K | 0.07% | +4+0.6% | Added |
| Krilogy Financial LLC | 627 | $263.6K | 0.01% | +37+6.3% | Added |
| Milestone Asset Management, LLC | 676 | $263.3K | 0.05% | +2+0.3% | Added |
| Values First Advisors, Inc. | 676 | $263.0K | 0.14% | +87+14.8% | Added |
| Global Trust Wealth Management LLC | 675 | $262.6K | 0.19% | +675 | New |
| Vantage Point Financial LLC | 674 | $262.3K | 0.09% | +18+2.7% | Added |
| Centric Wealth Management | 611 | $262.2K | 0.06% | +4+0.7% | Added |
| Coastal Bridge Advisors, LLC | 673 | $261.8K | 0.02% | −5−0.7% | Reduced |
| Fiduciary Wealth Partners, LLC | 670 | $260.8K | 0.11% | −12−1.8% | Reduced |
| Bradley Foster & Sargent Inc | 668 | $259.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 667 | $259.3K | 0.00% | +17+2.6% | Added |
| Citizens & Northern Corp | 666 | $259.1K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 664 | $258.3K | 0.01% | 00.0% | Unchanged |
| B&L Asset Management LLC | 664 | $258.3K | 0.12% | +65+10.9% | Added |
| Diligent Investors, LLC | 664 | $258.2K | 0.06% | −4−0.6% | Reduced |
| Signature Estate & Investment Advisors LLC | 663 | $258.1K | 0.01% | −39−5.6% | Reduced |
| Montecito Bank & Trust | 663 | $258.0K | 0.04% | +663 | New |
| Aries Wealth Management | 660 | $256.8K | 0.06% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 659 | $256.4K | 0.03% | −132−16.7% | Reduced |
| Conning Inc. | 658 | $256.0K | 0.01% | −259−28.2% | Reduced |
| Independent Advisor Alliance | 657 | $255.6K | 0.01% | −9−1.4% | Reduced |
| Catalyst Financial Partners LLC | 656 | $255.2K | 0.03% | +38+6.1% | Added |
| Ticino Wealth | 655 | $254.8K | 0.09% | +655 | New |
| Strategic Financial Services, Inc, | 610 | $253.2K | 0.01% | 00.0% | Unchanged |
| First Business Financial Services, Inc. | 648 | $252.1K | 0.02% | −219−25.3% | Reduced |
| Crawford Investment Counsel Inc | 648 | $252.1K | 0.00% | +21+3.3% | Added |
| Stenger Family Office, LLC | 645 | $250.9K | 0.05% | +48+8.0% | Added |
| Aster Capital Management (DIFC) Ltd | 645 | $250.9K | 0.11% | +645 | New |
| Victory Financial Group, LLC | 643 | $250.2K | 0.03% | +13+2.1% | Added |
| Bulltick Wealth Management, LLC | 640 | $249.0K | 0.05% | +640 | New |
| Burke & Herbert Bank & Trust Co | 635 | $247.1K | 0.07% | 00.0% | Unchanged |
| Great Waters Wealth Management | 634 | $246.7K | 0.03% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 633 | $246.5K | 0.10% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 630 | $245.1K | 0.01% | −19−2.9% | Reduced |
| 71 West Capital Partners | 628 | $244.3K | 0.01% | +628 | New |
| Chatterton & Associates Inc. | 627 | $243.9K | 0.21% | +627 | New |
| Foguth Wealth Management, LLC. | 612 | $243.8K | 0.04% | +612 | New |
| AlphaGrep UK Ltd | 626 | $243.6K | 0.08% | +626 | New |
| LS Investment Advisors, LLC | 625 | $243.2K | 0.03% | −540−46.4% | Reduced |
| Stokes Family Office, LLC | 624 | $242.8K | 0.02% | +3+0.5% | Added |
| VSM Wealth Advisory, LLC | 623 | $242.5K | 0.07% | 00.0% | Unchanged |
| Central Trust Co | 623 | $242.4K | 0.00% | −5−0.8% | Reduced |
| Armstrong Advisory Group, Inc | 621 | $241.6K | 0.02% | 00.0% | Unchanged |
| Gouws Capital LLC | 619 | $240.8K | 0.13% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 618 | $239.0K | 0.00% | −10−1.6% | Reduced |
| Howard Capital Management Inc. | 611 | $237.7K | 0.00% | +3+0.5% | Added |
| Shelton Capital Management | 610 | $237.3K | 0.00% | 00.0% | Unchanged |
| Breakwater Capital Group | 609 | $236.9K | 0.03% | 00.0% | Unchanged |
| Simmons Bank | 608 | $236.6K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 605 | $235.4K | 0.06% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 602 | $234.0K | 0.03% | −6−1.0% | Reduced |
| Greenwood Gearhart Inc | 600 | $233.4K | 0.01% | 00.0% | Unchanged |
| South Street Advisors LLC | 600 | $233.4K | 0.03% | 00.0% | Unchanged |
| Petix & Botte Co | 600 | $233.4K | 0.05% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 600 | $233.4K | 0.07% | 00.0% | Unchanged |
| Burling Wealth Partners, LLC | 600 | $233.4K | 0.04% | +600 | New |
| Peregrine Asset Advisers, Inc. | 596 | $231.9K | 0.07% | +596 | New |
| Ethos Financial Group, LLC | 591 | $229.9K | 0.02% | −166−21.9% | Reduced |
| Falcon Wealth Planning | 591 | $229.8K | 0.02% | +591 | New |
| Simplify Asset Management Inc. | 588 | $228.8K | 0.00% | +588 | New |
| Larson Financial Group LLC | 586 | $228.0K | 0.01% | +93+18.9% | Added |
| A4 Wealth Advisors LLC | 585 | $227.6K | 0.20% | −246−29.6% | Reduced |
| Kera Capital Partners, Inc. | 539 | $227.3K | 0.03% | +539 | New |