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 |
|---|---|---|---|---|---|
| Scopus Asset Management, L.P. | 44,582 | $17.3M | 0.48% | +16,210+57.1% | Added |
| Somerville Kurt F | 44,101 | $17.2M | 2.91% | −1,777−3.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 43,367 | $16.9M | 0.10% | +565+1.3% | Added |
| NEOS Investment Management LLC | 43,281 | $16.8M | 0.10% | +2,065+5.0% | Added |
| Core Wealth Partners LLC | 41,727 | $16.2M | 7.31% | +58+0.1% | Added |
| LMCG Investments, LLC | 41,530 | $16.2M | 0.92% | −41−0.1% | Reduced |
| Credit Agricole S A | 41,137 | $16.0M | 0.04% | −12,219−22.9% | Reduced |
| British Columbia Investment Management Corp | 41,079 | $16.0M | 0.08% | −2,002−4.6% | Reduced |
| KLP Kapitalforvaltning AS | 40,970 | $15.9M | 0.06% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 40,620 | $15.8M | 0.03% | −25,014−38.1% | Reduced |
| Isthmus Partners, LLC | 40,574 | $15.8M | 1.75% | −896−2.2% | Reduced |
| Keybank National Association | 40,351 | $15.7M | 0.06% | −187−0.5% | Reduced |
| Swiss Life Asset Management Ltd | 39,465 | $15.4M | 0.08% | −20,118−33.8% | Reduced |
| Creative Planning | 39,108 | $15.2M | 0.01% | +3,703+10.5% | Added |
| Advisor Group Holdings, Inc. | 38,864 | $15.1M | 0.02% | −2,962−7.1% | Reduced |
| Cetera Investment Advisers | 38,326 | $14.9M | 0.02% | +1,985+5.5% | Added |
| Captrust Financial Advisors | 38,143 | $14.8M | 0.03% | +6,784+21.6% | Added |
| Gradient Investments LLC | 38,093 | $14.8M | 0.24% | −1,965−4.9% | Reduced |
| Nomura Asset Management International Inc. | 38,070 | $14.8M | 0.02% | +38,070 | New |
| State of New Jersey Common Pension Fund D | 37,993 | $14.8M | 0.05% | −1,479−3.7% | Reduced |
| Nomura Asset Management Co Ltd | 37,961 | $14.8M | 0.04% | +165+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,627 | $14.6M | 0.02% | −1,929−5.3% | Reduced |
| Toronto Dominion Bank | 37,507 | $14.6M | 0.03% | −3,901−9.4% | Reduced |
| Heron Bay Capital Management | 36,569 | $14.2M | 2.71% | −3,064−7.7% | Reduced |
| Prudential PLC | 36,190 | $14.1M | 0.11% | −674−1.8% | Reduced |
| Broderick Brian C | 36,013 | $14.0M | 2.65% | −140.0% | Reduced |
| Janus Henderson Group PLC | 35,811 | $13.9M | 0.01% | −332−0.9% | Reduced |
| Oak Associates, Ltd | 35,603 | $13.9M | 0.83% | +754+2.2% | Added |
| Jag Capital Management, LLC | 35,478 | $13.8M | 1.50% | +35,478 | New |
| Colony Group, LLC | 35,449 | $13.7M | 0.02% | +22,639+176.7% | Added |
| Resona Asset Management Co.,Ltd. | 35,116 | $13.7M | 0.07% | −1,682−4.6% | Reduced |
| HRT Financial LP | 34,813 | $13.5M | 0.04% | +34,813 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 34,170 | $13.3M | 0.09% | +30,878+938.0% | Added |
| Natixis | 34,077 | $13.3M | 0.05% | +5,396+18.8% | Added |
| NorthCrest Asset Manangement, LLC | 32,668 | $13.2M | 0.30% | +398+1.2% | Added |
| DnB Asset Management AS | 33,945 | $13.2M | 0.05% | +743+2.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 33,617 | $13.1M | 0.05% | +6,724+25.0% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 33,501 | $13.0M | 0.20% | −196−0.6% | Reduced |
| Abn Amro Investment Solutions | 33,279 | $12.9M | 0.19% | +7,958+31.4% | Added |
| Foresight Group Ltd Liability Partnership | 32,829 | $12.9M | 2.07% | −241−0.7% | Reduced |
| Cerity Partners LLC | 33,167 | $12.9M | 0.02% | +3,510+11.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,520 | $12.7M | 0.11% | +4,214+14.9% | Added |
| Talbot Financial, LLC | 32,569 | $12.7M | 1.04% | +299+0.9% | Added |
| Ensign Peak Advisors, Inc | 32,503 | $12.6M | 0.02% | −1,221−3.6% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 32,439 | $12.6M | 0.11% | +32,439 | New |
| M. Kraus & Co | 32,152 | $12.5M | 3.49% | −182−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 31,163 | $12.1M | 0.04% | +2,906+10.3% | Added |
| Comerica Bank | 31,140 | $12.1M | 0.05% | −20,004−39.1% | Reduced |
| Lansdowne Partners (UK) LLP | 31,077 | $12.1M | 0.89% | +1,537+5.2% | Added |
| Arizona State Retirement System | 30,879 | $12.0M | 0.07% | −2,366−7.1% | Reduced |
| D.A. Davidson & Co. | 30,409 | $11.8M | 0.07% | +6,185+25.5% | Added |
| Tema ETFs LLC | 29,819 | $11.6M | 0.90% | −413−1.4% | Reduced |
| GWM Advisors LLC | 29,774 | $11.6M | 0.04% | +8,078+37.2% | Added |
| Brown Advisory Inc | 29,752 | $11.6M | 0.02% | +1,707+6.1% | Added |
| Banque Pictet & Cie SA | 29,749 | $11.6M | 0.12% | −2,660−8.2% | Reduced |
| Czech National Bank | 29,605 | $11.5M | 0.07% | +1,049+3.7% | Added |
| State of Michigan Retirement System | 29,413 | $11.4M | 0.06% | −1,000−3.3% | Reduced |
| D. E. Shaw & Co., Inc. | 28,853 | $11.2M | 0.01% | −71,699−71.3% | Reduced |
| Portland Global Advisors LLC | 28,611 | $11.1M | 1.19% | −983−3.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 28,120 | $10.9M | 0.14% | −1,909−6.4% | Reduced |
| Toroso Investments, LLC | 28,067 | $10.9M | 0.05% | +7,388+35.7% | Added |
| EFG International AG | 27,962 | $10.9M | 0.21% | +27,962 | New |
| Apollon Wealth Management, LLC | 27,892 | $10.9M | 0.19% | +15,174+119.3% | Added |
| Jacobs & Co | 27,674 | $10.8M | 1.02% | −1,695−5.8% | Reduced |
| Concentric Capital Strategies, LP | 27,653 | $10.8M | 0.56% | +21,096+321.7% | Added |
| Van Eck Associates Corp | 27,503 | $10.7M | 0.01% | +2,951+12.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 27,301 | $10.7M | 0.03% | +800+3.0% | Added |
| Marshall Wace, LLP | 27,448 | $10.7M | 0.01% | −47,925−63.6% | Reduced |
| MetLife Investment Management | 27,369 | $10.6M | 0.05% | −971−3.4% | Reduced |
| Aquatic Capital Management LLC | 27,363 | $10.6M | 0.30% | +27,363 | New |
| Kestra Advisory Services, LLC | 27,284 | $10.6M | 0.04% | +428+1.6% | Added |
| CIBC Asset Management Inc | 27,222 | $10.6M | 0.03% | +9,898+57.1% | Added |
| Woodline Partners LP | 27,032 | $10.5M | 0.04% | +27,032 | New |
| Walleye Capital LLC | 26,877 | $10.5M | 0.06% | +26,877 | New |
| Advisors Asset Management, Inc. | 26,868 | $10.5M | 0.18% | +8,949+49.9% | Added |
| Puzo Michael J | 26,867 | $10.5M | 2.85% | −170−0.6% | Reduced |
| Westend Capital Management, LLC | 26,248 | $10.2M | 2.86% | +213+0.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,123 | $10.2M | 0.23% | +15,496+145.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,116 | $10.2M | 0.05% | −884−3.3% | Reduced |
| Jane Street Group, LLC | 26,046 | $10.1M | 0.01% | −4,857−15.7% | Reduced |
| IFM Investors Pty Ltd | 24,936 | $9.70M | 0.08% | +1,931+8.4% | Added |
| Drystone LLC | 24,496 | $9.53M | 8.57% | −458−1.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 24,474 | $9.52M | 0.50% | −667−2.7% | Reduced |
| ASR Vermogensbeheer N.V. | 24,459 | $9.52M | 0.11% | −1,645−6.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 24,235 | $9.43M | 0.08% | +640+2.7% | Added |
| Forsta Ap-Fonden | 24,160 | $9.40M | 0.06% | −1,040−4.1% | Reduced |
| Retirement Systems of Alabama | 23,883 | $9.29M | 0.03% | −101−0.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 22,077 | $9.27M | 0.08% | −776−3.4% | Reduced |
| Kidder Stephen W | 23,636 | $9.20M | 2.59% | +55+0.2% | Added |
| L & S Advisors Inc | 23,627 | $9.19M | 0.85% | −881−3.6% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 23,484 | $9.14M | 0.46% | +998+4.4% | Added |
| TrimTabs Asset Management, LLC | 23,374 | $9.09M | 1.19% | +540+2.4% | Added |
| First American Trust, FSB | 23,320 | $9.07M | 0.62% | −78−0.3% | Reduced |
| Smithbridge Asset Management Inc | 23,158 | $9.01M | 0.77% | +11,623+100.8% | Added |
| Stephens Inc | 22,824 | $8.88M | 0.11% | +119+0.5% | Added |
| Rockland Trust Co | 22,816 | $8.88M | 0.35% | −79−0.3% | Reduced |
| USS Investment Management Ltd | 22,812 | $8.88M | 0.04% | 00.0% | Unchanged |
| Papp L Roy & Associates | 22,468 | $8.74M | 0.97% | +236+1.1% | Added |
| ABN AMRO Bank N.V. | 21,877 | $8.49M | 0.08% | −100−0.5% | Reduced |
| KWMG, LLC | 21,619 | $8.41M | 0.73% | −82−0.4% | Reduced |