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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 137,244 | $53.4M | 0.06% | +29,649+27.6% | Added |
| Sterling Capital Management LLC | 132,201 | $51.4M | 0.84% | −117,566−47.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 130,659 | $50.8M | 0.14% | +3,568+2.8% | Added |
| Cartenna Capital, LP | 125,000 | $48.6M | 2.56% | +125,000 | New |
| Diversified Management Inc | 120,592 | $46.9M | 10.95% | +120,592 | New |
| Standard Life Aberdeen plc | 116,312 | $45.3M | 0.07% | +3,061+2.7% | Added |
| Korea Investment CORP | 115,270 | $44.8M | 0.09% | +64,920+128.9% | Added |
| Gotham Asset Management, LLC | 115,163 | $44.8M | 0.16% | +29,584+34.6% | Added |
| Russell Investments Group, Ltd. | 113,818 | $44.4M | 0.05% | +41,258+56.9% | Added |
| Gamco Investors, Inc. Et Al | 113,664 | $44.2M | 0.42% | +118+0.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 110,611 | $43.1M | 0.07% | −30,320−21.5% | Reduced |
| Zurich Insurance Group Ltd | 110,410 | $43.0M | 0.30% | +110,410 | New |
| Bank of Montreal | 105,560 | $41.1M | 0.02% | +4,206+4.1% | Added |
| Ceredex Value Advisors LLC | 103,237 | $40.2M | 1.21% | −67,450−39.5% | Reduced |
| State Board of Administration of Florida Retirement System | 100,640 | $39.2M | 0.07% | −3,831−3.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 96,587 | $37.6M | 0.08% | +4,092+4.4% | Added |
| SEI Investments Co | 96,454 | $37.5M | 0.04% | −48,975−33.7% | Reduced |
| Truist Financial Corp | 96,283 | $37.5M | 0.05% | −31,318−24.5% | Reduced |
| EP Wealth Advisors, LLC | 96,054 | $37.4M | 0.19% | +96,054 | New |
| Storebrand Asset Management AS | 95,653 | $37.2M | 0.10% | +6,086+6.8% | Added |
| PFA Pension, Forsikringsaktieselskab | 93,989 | $37.0M | 0.10% | +93,989 | New |
| Aviva PLC | 94,871 | $36.9M | 0.06% | +4,977+5.5% | Added |
| Yaupon Capital Management LP | 93,793 | $36.5M | 1.79% | +93,793 | New |
| Renaissance Group LLC | 93,189 | $36.3M | 1.46% | −1,266−1.3% | Reduced |
| Hemenway Trust Co LLC | 92,238 | $35.9M | 2.75% | −93−0.1% | Reduced |
| SG Americas Securities, LLC | 91,808 | $35.7M | 0.05% | +82,727+911.0% | Added |
| CI Private Wealth, LLC | 90,768 | $35.3M | 0.05% | −1,630−1.8% | Reduced |
| Quantinno Capital Management LP | 89,920 | $35.0M | 0.07% | +58,439+185.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 89,625 | $34.9M | 0.04% | −40,132−30.9% | Reduced |
| Manufacturers Life Insurance Company, The | 89,038 | $34.8M | 0.03% | −4,299−4.6% | Reduced |
| New York State Teachers Retirement System | 88,520 | $34.4M | 0.07% | −1,208−1.3% | Reduced |
| Gabelli Funds LLC | 87,280 | $34.0M | 0.23% | −2,297−2.6% | Reduced |
| Commonwealth Equity Services, LLC | 86,001 | $33.5M | 0.04% | −3,518−3.9% | Reduced |
| Pictet Asset Management Holding SA | 84,880 | $33.0M | 0.03% | −13,160−13.4% | Reduced |
| Squarepoint Ops LLC | 84,060 | $32.7M | 0.07% | −183,453−68.6% | Reduced |
| Davis R M Inc | 83,532 | $32.5M | 0.56% | −6,945−7.7% | Reduced |
| The PNC Financial Services Group, Inc. | 83,493 | $32.5M | 0.02% | −3,380−3.9% | Reduced |
| FIL Ltd | 82,720 | $32.2M | 0.02% | +4,063+5.2% | Added |
| Ninety One UK Ltd | 82,437 | $32.1M | 0.07% | 00.0% | Unchanged |
| First Trust Advisors LP | 81,969 | $31.9M | 0.02% | −17,498−17.6% | Reduced |
| Federated Hermes, Inc. | 81,326 | $31.6M | 0.05% | +4,276+5.5% | Added |
| Adage Capital Partners GP, L.L.C. | 79,225 | $30.8M | 0.05% | −59,793−43.0% | Reduced |
| Teacher Retirement System of Texas | 78,121 | $30.4M | 0.11% | −8,278−9.6% | Reduced |
| National Bank of Canada | 77,829 | $30.3M | 0.03% | +25,570+48.9% | Added |
| Danske Bank A/S | 76,874 | $29.9M | 0.07% | +2,452+3.3% | Added |
| STRS Ohio | 75,511 | $29.4M | 0.11% | −20,195−21.1% | Reduced |
| Philadelphia Trust Co | 72,944 | $28.4M | 1.96% | −1,864−2.5% | Reduced |
| US Bancorp | 72,649 | $28.3M | 0.03% | −2,022−2.7% | Reduced |
| Pinebridge Investments LLC | 72,188 | $28.1M | 0.21% | +72,188 | New |
| Osmosis Investment Management UK Ltd | 72,142 | $28.1M | 0.71% | +72,142 | New |
| Boston Family Office LLC | 71,984 | $28.0M | 1.78% | −2,564−3.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 70,306 | $27.4M | 0.27% | −1,650−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 67,988 | $26.5M | 0.05% | +1,362+2.0% | Added |
| New York State Common Retirement Fund | 67,768 | $26.4M | 0.04% | +900+1.3% | Added |
| Granite Investment Partners, LLC | 65,437 | $25.5M | 1.51% | −1,569−2.3% | Reduced |
| Parnassus Investments | 64,815 | $25.2M | 0.07% | +4,652+7.7% | Added |
| Mariner, LLC | 62,756 | $24.4M | 0.03% | +9,122+17.0% | Added |
| Covea Finance | 61,709 | $24.0M | 0.79% | −4,600−6.9% | Reduced |
| State of Wisconsin Investment Board | 61,565 | $24.0M | 0.05% | −1,431−2.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 61,363 | $23.9M | 0.06% | +8,712+16.5% | Added |
| American Century Companies Inc | 60,783 | $23.6M | 0.01% | +29,392+93.6% | Added |
| Lord, Abbett & Co. LLC | 60,000 | $23.3M | 0.07% | +60,000 | New |
| Asset Management One Co.,Ltd. | 58,015 | $23.0M | 0.06% | +8,938+18.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 58,613 | $22.8M | 0.11% | −3,221−5.2% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 57,530 | $22.4M | 0.06% | −456−0.8% | Reduced |
| GHP Investment Advisors, Inc. | 56,594 | $22.0M | 0.91% | +606+1.1% | Added |
| Exchange Traded Concepts, LLC | 56,191 | $21.9M | 0.18% | −459−0.8% | Reduced |
| State of Tennessee, Treasury Department | 51,729 | $21.8M | 0.07% | +6,650+14.8% | Added |
| Carnegie Capital Asset Management, LLC | 55,541 | $21.6M | 0.40% | −3,804−6.4% | Reduced |
| South State Corp. | 53,815 | $20.9M | 0.94% | +1,917+3.7% | Added |
| Natixis Advisors, L.P. | 53,612 | $20.9M | 0.03% | −73,877−57.9% | Reduced |
| Baker Chad R | 52,030 | $20.5M | 3.67% | −30−0.1% | Reduced |
| Eventide Asset Management, LLC | 52,191 | $20.3M | 0.32% | +372+0.7% | Added |
| Panagora Asset Management Inc | 51,989 | $20.2M | 0.07% | +22,560+76.7% | Added |
| Swedbank AB | 51,735 | $20.1M | 0.02% | −522−1.0% | Reduced |
| Royal London Asset Management Ltd | 51,509 | $20.0M | 0.04% | −910−1.7% | Reduced |
| Oppenheimer & Co Inc | 51,421 | $20.0M | 0.28% | +1,261+2.5% | Added |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 50,547 | $19.7M | 0.28% | +50,547 | New |
| Vinva Investment Management Ltd | 49,593 | $19.5M | 0.24% | +40,973+475.3% | Added |
| TD Asset Management Inc | 50,092 | $19.5M | 0.02% | +694+1.4% | Added |
| North Star Asset Management Inc | 49,907 | $19.4M | 0.78% | −876−1.7% | Reduced |
| Andra AP-fonden | 49,860 | $19.4M | 0.24% | −11,940−19.3% | Reduced |
| Public Employees Retirement System of Ohio | 49,333 | $19.2M | 0.06% | +13,981+39.5% | Added |
| APG Asset Management N.V. | 57,540 | $19.1M | 0.05% | −5,960−9.4% | Reduced |
| Adams Diversified Equity Fund, Inc. | 48,900 | $19.0M | 0.63% | +48,900 | New |
| Peapack Gladstone Financial Corp | 48,375 | $18.8M | 0.24% | +237+0.5% | Added |
| Tocqueville Asset Management L.P. | 47,934 | $18.6M | 0.27% | +299+0.6% | Added |
| Commerce Bank | 47,719 | $18.6M | 0.10% | −4,507−8.6% | Reduced |
| Cabot Wealth Management Inc | 47,475 | $18.5M | 2.04% | −583−1.2% | Reduced |
| Treasurer of the State of North Carolina | 47,409 | $18.4M | 0.06% | −3,470−6.8% | Reduced |
| La Banque Postale Asset Management SA | 47,243 | $18.4M | 0.21% | −289−0.6% | Reduced |
| Daiwa Securities Group Inc. | 46,607 | $18.1M | 0.06% | +1,208+2.7% | Added |
| Rodgers Brothers Inc. | 46,447 | $18.1M | 2.16% | −744−1.6% | Reduced |
| Capital Fund Management S.A. | 46,079 | $17.9M | 0.17% | −20,852−31.2% | Reduced |
| Susquehanna International Group, LLP | 45,792 | $17.8M | 0.02% | +9,897+27.6% | Added |
| Baird Financial Group, Inc. | 45,466 | $17.7M | 0.03% | +463+1.0% | Added |
| AQR Capital Management LLC | 45,126 | $17.6M | 0.01% | +5,227+13.1% | Added |
| Grandfield & Dodd, LLC | 45,056 | $17.5M | 0.99% | −270−0.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 44,963 | $17.5M | 0.20% | +980+2.2% | Added |
| Janney Montgomery Scott LLC | 44,585 | $17.3M | 0.04% | −82−0.2% | Reduced |