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 |
|---|---|---|---|---|---|
| Madison Asset Management, LLC | 21,477 | $8.36M | 0.10% | −1,060−4.7% | Reduced |
| LGT Group Foundation | 21,154 | $8.33M | 0.09% | +1,659+8.5% | Added |
| Amalgamated Bank | 21,396 | $8.32M | 0.06% | −464−2.1% | Reduced |
| Iyo Bank, Ltd. | 21,350 | $8.31M | 2.65% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,912 | $8.14M | 0.01% | +1,624+8.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 20,666 | $8.04M | 0.58% | −384−1.8% | Reduced |
| AIA Group Ltd | 20,298 | $7.90M | 0.12% | +20,298 | New |
| Federation des caisses Desjardins du Quebec | 20,196 | $7.86M | 0.03% | +979+5.1% | Added |
| Telos Capital Management, Inc. | 20,005 | $7.78M | 0.73% | −225−1.1% | Reduced |
| NLB Skladi, upravljanje premozenja, d.o.o. | 19,832 | $7.72M | 0.35% | +19,832 | New |
| Sompo Asset Management Co., Ltd. | 19,788 | $7.70M | 1.32% | −3,726−15.8% | Reduced |
| Nicholas Company, Inc. | 19,641 | $7.64M | 0.13% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 19,490 | $7.58M | 0.09% | −192−1.0% | Reduced |
| Clarkston Capital Partners, LLC | 19,197 | $7.47M | 0.17% | +19,197 | New |
| Pathstone Holdings, LLC | 19,116 | $7.44M | 0.03% | +333+1.8% | Added |
| MAI Capital Management | 19,071 | $7.42M | 0.04% | +3,818+25.0% | Added |
| Utah Retirement Systems | 18,632 | $7.25M | 0.07% | 00.0% | Unchanged |
| Horizon Investments, LLC | 18,597 | $7.24M | 0.09% | +16,384+740.4% | Added |
| Ethic Inc. | 18,533 | $7.21M | 0.11% | +89+0.5% | Added |
| Raiffeisen Bank International AG | 18,237 | $7.18M | 0.09% | +15,630+599.5% | Added |
| Azimuth Capital Investment Management LLC | 18,432 | $7.17M | 0.26% | −770−4.0% | Reduced |
| Xponance, Inc. | 18,360 | $7.14M | 0.05% | +984+5.7% | Added |
| Silvant Capital Management LLC | 18,314 | $7.13M | 0.24% | +2,801+18.1% | Added |
| Mercer Global Advisors Inc | 18,979 | $7.09M | 0.01% | +3,836+25.3% | Added |
| Delaney Dennis R | 18,213 | $7.09M | 3.56% | −280−1.5% | Reduced |
| M&G Plc | 18,174 | $7.07M | 0.04% | −413−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,031 | $7.02M | 0.00% | +2,992+19.9% | Added |
| Northwest & Ethical Investments L.P. | 17,722 | $6.90M | 0.16% | +1,232+7.5% | Added |
| Bank of Nova Scotia | 17,579 | $6.84M | 0.01% | +3,726+26.9% | Added |
| Hall Laurie J Trustee | 17,532 | $6.82M | 2.27% | +590+3.5% | Added |
| Mandatum Life Insurance Co Ltd | 17,500 | $6.81M | 1.55% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 17,408 | $6.77M | 0.18% | +17,408 | New |
| Police & Firemen's Retirement System of New Jersey | 17,401 | $6.77M | 0.06% | −825−4.5% | Reduced |
| Intesa Sanpaolo S.p.A. | 16,738 | $6.59M | 0.42% | +16,738 | New |
| Sanctuary Advisors, LLC | 16,928 | $6.59M | 0.04% | +29+0.2% | Added |
| JustInvest LLC | 16,910 | $6.58M | 0.06% | +1,387+8.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 16,454 | $6.40M | 0.05% | +217+1.3% | Added |
| New York Life Investment Management LLC | 16,332 | $6.35M | 0.05% | −104−0.6% | Reduced |
| Kornitzer Capital Management Inc | 16,003 | $6.23M | 0.13% | +10,947+216.5% | Added |
| McGuire Investment Group, LLC | 15,868 | $6.17M | 0.66% | +132+0.8% | Added |
| Stratos Wealth Advisors, LLC | 15,845 | $6.16M | 0.30% | +834+5.6% | Added |
| CIBC World Markets Corp | 15,624 | $6.08M | 0.03% | +15,624 | New |
| Notis-McConarty Edward | 15,490 | $6.03M | 2.79% | −263−1.7% | Reduced |
| Rakuten Investment Management, Inc. | 14,777 | $5.86M | 0.02% | +11,655+373.3% | Added |
| Davy Global Fund Management Ltd | 15,000 | $5.84M | 0.40% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 14,989 | $5.83M | 0.16% | −133−0.9% | Reduced |
| Whitener Capital Management, Inc. | 14,870 | $5.79M | 1.32% | −60−0.4% | Reduced |
| Alerus Financial NA | 14,728 | $5.73M | 0.28% | −1,213−7.6% | Reduced |
| Pinnacle Financial Partners, Inc. | 14,604 | $5.68M | 0.04% | +14,604 | New |
| Public Sector Pension Investment Board | 14,571 | $5.67M | 0.02% | +4,871+50.2% | Added |
| O'Shaughnessy Asset Management, LLC | 14,415 | $5.61M | 0.03% | +3,067+27.0% | Added |
| Atlantic Union Bankshares Corp | 14,393 | $5.60M | 0.11% | −252−1.7% | Reduced |
| Two Sigma Investments, LP | 14,280 | $5.56M | 0.01% | −2,120−12.9% | Reduced |
| Verition Fund Management LLC | 14,191 | $5.52M | 0.03% | +2,401+20.4% | Added |
| Bill Few Associates, Inc. | 14,189 | $5.52M | 1.36% | +170+1.2% | Added |
| Sequoia Financial Advisors, LLC | 14,009 | $5.45M | 0.03% | +8,010+133.5% | Added |
| Crossmark Global Holdings, Inc. | 13,905 | $5.41M | 0.08% | +9,238+197.9% | Added |
| Ascent Wealth Partners, LLC | 13,863 | $5.39M | 0.62% | −310−2.2% | Reduced |
| Two Sigma Advisers, LP | 13,840 | $5.38M | 0.01% | +7,440+116.3% | Added |
| Brinker Capital Investments, LLC | 13,768 | $5.36M | 0.04% | −501−3.5% | Reduced |
| Lighthouse Investment Partners, LLC | 13,543 | $5.27M | 0.18% | +8,593+173.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,506 | $5.25M | 0.01% | +1,340+11.0% | Added |
| Glenmede Trust Co NA | 13,472 | $5.24M | 0.02% | +13,472 | New |
| Brevan Howard Capital Management LP | 13,388 | $5.21M | 0.10% | −8,778−39.6% | Reduced |
| Kampmann Melissa S. | 12,368 | $5.20M | 3.84% | +510+4.3% | Added |
| Night Squared LP | 13,298 | $5.17M | 1.46% | −1,569−10.6% | Reduced |
| Beese Fulmer Investment Management, Inc. | 13,190 | $5.13M | 0.33% | +63+0.5% | Added |
| Roberts Wealth Advisors, LLC | 12,950 | $5.04M | 1.31% | −112−0.9% | Reduced |
| Oregon Public Employees Retirement Fund | 12,866 | $5.01M | 0.06% | +100+0.8% | Added |
| M&T Bank Corp | 12,856 | $5.00M | 0.02% | +264+2.1% | Added |
| Yousif Capital Management, LLC | 12,322 | $4.98M | 0.05% | −925−7.0% | Reduced |
| Elefante Mark B | 12,720 | $4.95M | 3.03% | +338+2.7% | Added |
| CIBC World Markets Inc. | 12,624 | $4.91M | 0.01% | −8,079−39.0% | Reduced |
| OP Asset Management Ltd | 12,410 | $4.83M | 0.06% | +73+0.6% | Added |
| Gateway Investment Advisers LLC | 12,337 | $4.80M | 0.04% | +233+1.9% | Added |
| Searle & Co. | 12,293 | $4.78M | 1.23% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12,274 | $4.78M | 0.00% | +989+8.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,218 | $4.75M | 0.04% | −22,955−65.3% | Reduced |
| Banque Transatlantique SA | 11,878 | $4.72M | 0.11% | −88−0.7% | Reduced |
| Fiduciary Trust Co | 12,067 | $4.69M | 0.05% | +10+0.1% | Added |
| Mutual of America Capital Management LLC | 12,060 | $4.69M | 0.05% | −130−1.1% | Reduced |
| Morningstar Investment Management LLC | 12,013 | $4.67M | 0.28% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 11,956 | $4.65M | 0.60% | −2,926−19.7% | Reduced |
| Prospera Financial Services Inc | 11,684 | $4.55M | 0.07% | +7,179+159.4% | Added |
| Everence Capital Management Inc | 11,678 | $4.54M | 0.27% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 11,673 | $4.54M | 0.08% | +11,673 | New |
| Bedell Frazier Investment Counseling, LLC | 11,640 | $4.53M | 0.87% | −289−2.4% | Reduced |
| Weatherly Asset Management L. P. | 11,569 | $4.50M | 0.35% | −123−1.1% | Reduced |
| Dempze Nancy E | 11,435 | $4.45M | 2.32% | −85−0.7% | Reduced |
| Spire Wealth Management | 11,325 | $4.41M | 0.15% | +11,157+6,641.1% | Added |
| Macquarie Group Ltd | 11,201 | $4.36M | 0.02% | −36,923−76.7% | Reduced |
| State of Alaska, Department of Revenue | 11,190 | $4.35M | 0.05% | −815−6.8% | Reduced |
| Virtu Financial LLC | 11,146 | $4.34M | 0.17% | +11,146 | New |
| Bellwether Advisors, LLC | 10,985 | $4.27M | 0.68% | +4,583+71.6% | Added |
| Public Employees Retirement Association of Colorado | 10,871 | $4.23M | 0.02% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 10,826 | $4.21M | 0.01% | +10,826 | New |
| First Pacific Financial | 10,775 | $4.19M | 0.55% | −1,271−10.6% | Reduced |
| KBC Group NV | 10,756 | $4.18M | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 10,692 | $4.16M | 0.01% | +1,443+15.6% | Added |
| Vontobel Holding Ltd. | 10,551 | $4.11M | 0.01% | +341+3.3% | Added |