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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 10,457 | $4.07M | 0.01% | −971−8.5% | Reduced |
| Baldwin Investment Management, LLC | 10,382 | $4.04M | 0.46% | −158−1.5% | Reduced |
| Walleye Trading LLC | 10,350 | $4.03M | 0.06% | +10,350 | New |
| Ieq Capital, LLC | 10,219 | $3.98M | 0.01% | +9,170+874.2% | Added |
| Charter Trust Co | 10,185 | $3.96M | 0.23% | −44−0.4% | Reduced |
| Rafferty Asset Management, LLC | 10,001 | $3.89M | 0.01% | −115−1.1% | Reduced |
| Private Advisor Group, LLC | 9,830 | $3.82M | 0.02% | +1,153+13.3% | Added |
| Scotia Capital Inc. | 9,778 | $3.80M | 0.02% | −880−8.3% | Reduced |
| Cresset Asset Management, LLC | 9,718 | $3.78M | 0.02% | +615+6.8% | Added |
| Eukles Asset Management | 9,596 | $3.73M | 1.45% | +29+0.3% | Added |
| ING Groep NV | 9,510 | $3.70M | 0.02% | −5,025−34.6% | Reduced |
| Wealthfront Advisers LLC | 9,285 | $3.61M | 0.01% | +992+12.0% | Added |
| Alberta Investment Management Corp | 9,250 | $3.60M | 0.02% | +9,250 | New |
| Omers Administration Corp | 9,170 | $3.57M | 0.03% | +5,077+124.0% | Added |
| Boston Common Asset Management, LLC | 9,147 | $3.56M | 0.21% | −11,771−56.3% | Reduced |
| Buckhead Capital Management LLC | 9,090 | $3.54M | 1.27% | −331−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 8,832 | $3.44M | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 8,760 | $3.41M | 1.14% | −100−1.1% | Reduced |
| Greenleaf Trust | 8,746 | $3.40M | 0.03% | +60+0.7% | Added |
| Guyasuta Investment Advisors Inc | 8,623 | $3.35M | 0.19% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,513 | $3.31M | 0.05% | +304+3.7% | Added |
| VCI Wealth Management LLC | 8,464 | $3.29M | 0.92% | +1,569+22.8% | Added |
| Lido Advisors, LLC | 9,177 | $3.28M | 0.01% | +97+1.1% | Added |
| Dark Forest Capital Management LP | 8,401 | $3.27M | 0.15% | +253+3.1% | Added |
| Fayez Sarofim & Co | 8,398 | $3.27M | 0.01% | −18,673−69.0% | Reduced |
| Mizuho Securities USA LLC | 8,175 | $3.24M | 0.05% | −14−0.2% | Reduced |
| Investment Management Corp of Ontario | 8,314 | $3.23M | 0.04% | +3,053+58.0% | Added |
| TD Waterhouse Canada Inc. | 8,311 | $3.23M | 0.02% | +664+8.7% | Added |
| Allstate Corp | 8,289 | $3.23M | 0.04% | +4,257+105.6% | Added |
| BNP Paribas | 8,140 | $3.19M | 0.09% | +982+13.7% | Added |
| Simplex Trading, LLC | 8,146 | $3.17M | 0.09% | +8,146 | New |
| Westport Asset Management Inc | 9,000 | $3.15M | 1.31% | 00.0% | Unchanged |
| Nia Impact Advisors, LLC | 8,078 | $3.14M | 1.05% | −97−1.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 7,978 | $3.10M | 0.34% | −1,149−12.6% | Reduced |
| Commerzbank Aktiengesellschaft | 7,831 | $3.05M | 0.06% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 7,778 | $3.03M | 0.16% | +153+2.0% | Added |
| Northcape Wealth Management, LLC | 7,663 | $2.98M | 0.84% | +14+0.2% | Added |
| Venture Visionary Partners LLC | 7,662 | $2.98M | 0.10% | +1,709+28.7% | Added |
| Stratos Wealth Partners, LTD. | 7,463 | $2.90M | 0.03% | −265−3.4% | Reduced |
| SummitTX Capital, L.P. | 7,399 | $2.88M | 0.09% | +2,838+62.2% | Added |
| SilverOak Wealth Management LLC | 7,390 | $2.88M | 0.45% | +296+4.2% | Added |
| CWA Asset Management Group, LLC | 7,359 | $2.86M | 0.10% | +7,359 | New |
| Polymer Capital Management (US) LLC | 7,287 | $2.84M | 0.37% | −4,249−36.8% | Reduced |
| Norinchukin Bank, The | 7,274 | $2.83M | 0.03% | −755−9.4% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 7,201 | $2.80M | 1.65% | +292+4.2% | Added |
| ExodusPoint Capital Management, LP | 7,199 | $2.80M | 0.03% | +6,170+599.6% | Added |
| Graham Capital Management, L.P. | 7,185 | $2.80M | 0.10% | +5,331+287.5% | Added |
| Kentucky Retirement Systems | 7,104 | $2.76M | 0.07% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 7,010 | $2.73M | 0.10% | +2,003+40.0% | Added |
| Knollwood Investment Advisory, LLC | 6,950 | $2.70M | 0.25% | 00.0% | Unchanged |
| Benedict Financial Advisors Inc | 6,929 | $2.70M | 0.57% | +30.0% | Added |
| Convergence Investment Partners, LLC | 6,851 | $2.67M | 0.53% | +6,851 | New |
| Aptus Capital Advisors, LLC | 6,839 | $2.66M | 0.02% | −41−0.6% | Reduced |
| Erste Asset Management GmbH | 6,687 | $2.65M | 0.02% | −1,534−18.7% | Reduced |
| Riverbridge Partners LLC | 6,769 | $2.63M | 0.05% | −37−0.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 6,721 | $2.61M | 0.04% | +5,429+420.2% | Added |
| Integrated Wealth Concepts LLC | 6,712 | $2.61M | 0.03% | −1,773−20.9% | Reduced |
| CIBC Private Wealth Group, LLC | 6,690 | $2.60M | 0.00% | +485+7.8% | Added |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,680 | $2.60M | 0.04% | +6,680 | New |
| Tiaa Trust, National Association | 6,553 | $2.55M | 0.01% | +360+5.8% | Added |
| Ancora Advisors, LLC | 6,547 | $2.55M | 0.05% | −594−8.3% | Reduced |
| Kestra Private Wealth Services, LLC | 6,525 | $2.54M | 0.03% | +1,924+41.8% | Added |
| Moneta Group Investment Advisors LLC | 6,523 | $2.54M | 0.02% | −66−1.0% | Reduced |
| Laird Norton Trust Company, LLC | 6,503 | $2.53M | 0.05% | +6,503 | New |
| Impax Asset Management Group plc | 6,487 | $2.52M | 0.02% | 00.0% | Unchanged |
| Hartford Investment Management Co | 6,481 | $2.52M | 0.08% | −105−1.6% | Reduced |
| Summit Financial, LLC | 6,435 | $2.50M | 0.04% | −171−2.6% | Reduced |
| Vident Advisory, LLC | 6,403 | $2.49M | 0.02% | −167−2.5% | Reduced |
| Fox Run Management, L.L.C. | 6,368 | $2.48M | 0.38% | +6,368 | New |
| Generali Asset Management SPA SGR | 6,335 | $2.46M | 0.05% | +925+17.1% | Added |
| Carmel Capital Partners, LLC | 6,327 | $2.46M | 0.86% | +2,197+53.2% | Added |
| Ascent Group, LLC | 6,298 | $2.45M | 0.08% | +623+11.0% | Added |
| MASTERINVEST Kapitalanlage GmbH | 6,105 | $2.40M | 0.23% | +2,595+73.9% | Added |
| WoodTrust Financial Corp | 6,175 | $2.40M | 0.28% | 00.0% | Unchanged |
| Richard C. Young & CO., LTD. | 6,157 | $2.40M | 0.21% | −44−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,008 | $2.39M | 0.00% | +609+11.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 6,152 | $2.39M | 0.06% | +612+11.0% | Added |
| Maxi Investments CY Ltd | 6,002 | $2.33M | 0.42% | +6,002 | New |
| Wiley Bros.-Aintree Capital, LLC | 5,966 | $2.32M | 0.01% | +1,435+31.7% | Added |
| Wesbanco Bank Inc | 5,957 | $2.32M | 0.06% | −966−14.0% | Reduced |
| CAPROCK Group, Inc. | 5,912 | $2.30M | 0.05% | +3,922+197.1% | Added |
| Vectors Research Management, LLC | 5,890 | $2.29M | 0.70% | +46+0.8% | Added |
| Benjamin Edwards Inc | 5,838 | $2.27M | 0.03% | +831+16.6% | Added |
| Summit Asset Management, LLC | 5,744 | $2.23M | 0.32% | −200−3.4% | Reduced |
| Argent Trust Co | 5,738 | $2.23M | 0.08% | −267−4.4% | Reduced |
| Bowen Hanes & Co Inc | 5,735 | $2.23M | 0.06% | −1,000−14.8% | Reduced |
| Louisiana State Employees Retirement System | 5,700 | $2.22M | 0.04% | −200−3.4% | Reduced |
| Alaethes Wealth LLC | 5,688 | $2.21M | 0.62% | −48−0.8% | Reduced |
| Addison Capital Co | 5,655 | $2.20M | 0.55% | +289+5.4% | Added |
| Maryland State Retirement & Pension System | 5,644 | $2.20M | 0.05% | 00.0% | Unchanged |
| Zacks Investment Management | 5,628 | $2.19M | 0.02% | +5,628 | New |
| Terra Alpha Investments LLC | 5,608 | $2.18M | 2.23% | −58−1.0% | Reduced |
| Davis-Rea Ltd. | 5,604 | $2.18M | 0.55% | +18+0.3% | Added |
| Gulf International Bank (UK) Ltd | 5,546 | $2.16M | 0.07% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 5,522 | $2.15M | 0.32% | +4,710+580.0% | Added |
| Park Avenue Securities LLC | 5,462 | $2.13M | 0.02% | +44+0.8% | Added |
| Journey Advisory Group, LLC | 5,455 | $2.12M | 0.18% | +30+0.6% | Added |
| Intech Investment Management LLC | 5,398 | $2.10M | 0.02% | −2,868−34.7% | Reduced |
| Cinctive Capital Management LP | 5,363 | $2.09M | 0.12% | +5,363 | New |
| Cullen/Frost Bankers, Inc. | 5,354 | $2.08M | 0.02% | −126−2.3% | Reduced |