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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.

Institutional holdersQ4 2025: 1,420 institutions
Q1 2021: 974 institutionsQ2 2021: 988 institutionsQ3 2021: 1,037 institutionsQ4 2021: 1,136 institutionsQ1 2022: 1,052 institutionsQ2 2022: 976 institutionsQ3 2022: 994 institutionsQ4 2022: 1,059 institutionsQ1 2023: 1,113 institutionsQ2 2023: 1,146 institutionsQ3 2023: 1,140 institutionsQ4 2023: 1,223 institutionsQ1 2024: 1,202 institutionsQ2 2024: 1,156 institutionsQ3 2024: 1,161 institutionsQ4 2024: 1,216 institutionsQ1 2025: 1,172 institutionsQ2 2025: 1,269 institutionsQ3 2025: 1,296 institutionsQ4 2025: 1,420 institutionsQ1 2026: 1,422 institutionsQ2 2026: 1,545 institutions
Value heldQ4 2025: $37.1B
Q1 2021: $23.7BQ2 2021: $26.4BQ3 2021: $26.9BQ4 2021: $31.9BQ1 2022: $25.6BQ2 2022: $18.5BQ3 2022: $19.6BQ4 2022: $23.5BQ1 2023: $27.0BQ2 2023: $30.9BQ3 2023: $26.4BQ4 2023: $27.1BQ1 2024: $26.5BQ2 2024: $25.3BQ3 2024: $24.4BQ4 2024: $26.9BQ1 2025: $23.7BQ2 2025: $31.1BQ3 2025: $32.2BQ4 2025: $37.1BQ1 2026: $34.4BQ2 2026: $48.8B
Institutions holding ROK and their total value by quarter
QuarterHoldersValue
Q2 20261,545$48.8B
Q1 20261,422$34.4B
Q4 20251,420$37.1B
Q3 20251,296$32.2B
Q2 20251,269$31.1B
Q1 20251,172$23.7B
Q4 20241,216$26.9B
Q3 20241,161$24.4B
Q2 20241,156$25.3B
Q1 20241,202$26.5B
Q4 20231,223$27.1B
Q3 20231,140$26.4B
Q2 20231,146$30.9B
Q1 20231,113$27.0B
Q4 20221,059$23.5B
Q3 2022994$19.6B
Q2 2022976$18.5B
Q1 20221,052$25.6B
Q4 20211,136$31.9B
Q3 20211,037$26.9B
Q2 2021988$26.4B
Q1 2021974$23.7B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Rockwell Automation, Inc; share changes are against Q3 2025.

Institutions holding ROK in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Johnson Financial Group, Inc.255$99.2K0.00%−4−1.5%Reduced
Country Trust Bank254$98.8K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC252$98.0K0.02%+252New
New England Capital Financial Advisors LLC250$97.4K0.04%00.0%Unchanged
Wellington Shields Capital Management, LLC250$97.3K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.249$97.0K0.03%00.0%Unchanged
Bullseye Investment Management, LLC242$94.2K0.05%+242New
Maj Invest Holding A/S240$93.0K0.00%−160−40.0%Reduced
Independence Bank of Kentucky236$91.8K0.01%+6+2.6%Added
Breakwater Investment Management226$87.9K0.03%00.0%Unchanged
Hoese & Co LLP225$87.5K0.06%00.0%Unchanged
Roble, Belko & Company, Inc223$87.0K0.01%+223New
eCIO, Inc.223$86.8K0.04%+223New
Wealth Preservation Advisors, LLC219$85.2K0.04%00.0%Unchanged
Quent Capital, LLC218$84.9K0.01%−2−0.9%Reduced
Reflection Asset Management213$82.9K0.06%+213New
Quarry LP207$80.5K0.01%+100+93.5%Added
Contravisory Investment Management, Inc.207$80.5K0.02%+207New
Princeton Global Asset Management LLC206$80.1K0.01%00.0%Unchanged
Brown, Lisle/Cummings, Inc.200$77.8K0.02%00.0%Unchanged
Root Financial Partners, LLC199$77.4K0.00%+16+8.7%Added
Cary Street Partner Investment Advisory LLC196$76.3K0.02%+14+7.7%Added
Aventura Private Wealth, LLC186$72.4K0.03%00.0%Unchanged
Manning & Napier Advisors LLC185$72.0K0.00%−1,325−87.7%Reduced
Bank of Jackson Hole Trust183$71.2K0.03%+12+7.0%Added
SageView Advisory Group, LLC181$70.5K0.00%+181New
Wall Street Access Asset Management, LLC178$69.3K0.02%00.0%Unchanged
State of Wyoming174$67.7K0.01%−335−65.8%Reduced
Asset Planning,Inc173$67.3K0.05%00.0%Unchanged
Clear Street Markets LLC165$64.2K0.01%−30−15.4%Reduced
Towarzystwo Funduszy Inwestycyjnych Pzu SA165$64.2K0.02%00.0%Unchanged
Avanza Fonder AB163$63.4K0.00%+163New
DV Equities, LLC158$61.5K0.01%+158New
ORG Partners LLC157$61.1K0.01%−16−9.2%Reduced
Old Point Trust & Financial Services N A154$59.9K0.02%00.0%Unchanged
Bullock Wealth Management Group151$58.7K0.03%+1+0.7%Added
Laurel Wealth Advisors LLC141$54.9K0.01%+141New
Rogco, LP139$54.1K0.02%00.0%Unchanged
Hantz Financial Services, Inc.139$54.0K0.00%+83+148.2%Added
Edmond de Rothschild Holding S.A.138$53.7K0.00%+138New
Steigerwald, Gordon & Koch Inc.135$52.5K0.01%00.0%Unchanged
Strategic Wealth Partners, Ltd.134$52.1K0.00%−26−16.3%Reduced
Flagship Wealth Advisors, LLC133$51.7K0.02%00.0%Unchanged
CFG Wealth Management Services, Inc.133$51.7K0.05%+133New
Ameriflex Group, Inc.130$50.6K0.03%+30+30.0%Added
Strategic Investment Solutions, Inc.129$50.2K0.01%00.0%Unchanged
Godsey & Gibb Associates125$48.6K0.00%−6−4.6%Reduced
Parvin Asset Management, LLC125$48.6K0.04%00.0%Unchanged
IMA Wealth, Inc.125$48.6K0.00%00.0%Unchanged
IAG Wealth Partners, LLC124$48.3K0.01%00.0%Unchanged
Team Financial Group, LLC122$47.5K0.02%00.0%Unchanged
DV Trading LLC120$46.7K0.00%+120New
Bayban120$46.7K0.04%+120New
Sachetta, LLC113$44.1K0.02%−7−5.8%Reduced
Motco112$43.6K0.00%00.0%Unchanged
Financial Perspectives, Inc112$43.6K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.111$43.2K0.01%00.0%Unchanged
Signature Equity Partners, LLC106$41.3K0.02%+106New
Dynamic Wealth Strategies, LLC103$40.1K0.02%+46+80.7%Added
Deseret Mutual Benefit Administrators102$39.7K0.02%−23−18.4%Reduced
TSFG, LLC100$39.0K0.01%00.0%Unchanged
Knights of Columbus Asset Advisors LLC100$38.9K0.00%00.0%Unchanged
Citizens National Bank Trust Department100$38.9K0.01%00.0%Unchanged
Rexford Capital Inc100$38.9K0.03%00.0%Unchanged
First United Bank Trust96$37.4K0.01%00.0%Unchanged
Grove Bank & Trust94$36.6K0.00%00.0%Unchanged
Community Bank, N.A.90$35.0K0.00%00.0%Unchanged
Fortitude Family Office, LLC88$34.2K0.01%+46+109.5%Added
TD Capital Management LLC86$33.5K0.00%+86New
Copos Capital S.a r.l.86$33.5K0.02%+86New
BOK Financial Private Wealth, Inc.85$33.1K0.00%+85New
Prestige Wealth Management Group LLC84$32.7K0.01%−64−43.2%Reduced
Kayne Anderson Rudnick Investment Management LLC82$31.9K0.00%00.0%Unchanged
First Horizon Corp82$31.9K0.00%+82New
Glen Eagle Advisors, LLC81$31.7K0.00%00.0%Unchanged
Birchbrook, Inc.80$31.1K0.02%00.0%Unchanged
Fairscale Capital, LLC79$30.7K0.02%00.0%Unchanged
Manchester Capital Management LLC79$30.7K0.00%+39+97.5%Added
West Branch Capital LLC75$29.2K0.01%00.0%Unchanged
Pinnacle Bancorp, Inc.74$28.8K0.01%00.0%Unchanged
MV Capital Management, Inc.73$28.4K0.00%+1+1.4%Added
New Millennium Group LLC71$27.6K0.01%00.0%Unchanged
Essex Investment Management Co LLC70$27.2K0.00%00.0%Unchanged
Hallmark Capital Management Inc65$25.3K0.00%00.0%Unchanged
WealthCollab, LLC64$24.9K0.01%00.0%Unchanged
Game Plan Financial Advisors, LLC64$24.9K0.01%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC64$24.9K0.00%00.0%Unchanged
Darwin Advisors, LLC63$24.8K0.01%00.0%Unchanged
Delta Asset Management LLC63$24.5K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC63$24.5K0.02%00.0%Unchanged
Rosenberg Matthew Hamilton62$24.1K0.00%00.0%Unchanged
Flagship Harbor Advisors, LLC60$23.5K0.00%+60New
Albion Financial Group57$22.2K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.55$21.4K0.00%−108−66.3%Reduced
Indiana Trust & Investment Management CO53$20.6K0.01%00.0%Unchanged
Pittenger & Anderson Inc51$19.8K0.00%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co51$19.8K0.00%+51New
Mascoma Wealth Management LLC50$19.5K0.00%00.0%Unchanged
Morse Asset Management, Inc50$19.5K0.00%00.0%Unchanged
GW&K Investment Management, LLC50$19.0K0.00%+1+2.0%Added