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 |
|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 5,345 | $2.08M | 0.24% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 5,176 | $2.01M | 0.06% | +100+2.0% | Added |
| Cypress Advisory Group LLC | 5,154 | $2.01M | 1.47% | −757−12.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 5,043 | $1.96M | 0.07% | +2,917+137.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 5,022 | $1.95M | 0.09% | +177+3.7% | Added |
| Warren Averett Asset Management, LLC | 5,017 | $1.95M | 0.02% | +2,553+103.6% | Added |
| Strategic Advisors LLC | 5,002 | $1.95M | 0.30% | 00.0% | Unchanged |
| Slow Capital, Inc. | 4,972 | $1.93M | 0.23% | +218+4.6% | Added |
| Allianz SE | 4,962 | $1.93M | 0.02% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 4,946 | $1.92M | 0.08% | −767−13.4% | Reduced |
| Jefferies Financial Group Inc. | 4,901 | $1.91M | 0.02% | −4,756−49.2% | Reduced |
| Tempus Wealth Planning, LLC | 4,880 | $1.90M | 0.44% | −32−0.7% | Reduced |
| Ofi Invest Asset Management | 5,584 | $1.89M | 0.03% | +909+19.4% | Added |
| RSM US Wealth Management LLC | 4,797 | $1.89M | 0.02% | +390+8.8% | Added |
| Lecap Asset Management Ltd | 4,849 | $1.89M | 0.75% | +2,900+148.8% | Added |
| Regions Financial Corp | 4,823 | $1.88M | 0.01% | −29−0.6% | Reduced |
| Allworth Financial LP | 4,804 | $1.87M | 0.01% | −1,342−21.8% | Reduced |
| Triangle Securities Wealth Management | 4,780 | $1.86M | 0.39% | −155−3.1% | Reduced |
| Fifth Third Bancorp | 4,733 | $1.84M | 0.01% | −907−16.1% | Reduced |
| Bessemer Group Inc | 4,717 | $1.84M | 0.00% | −1,125−19.3% | Reduced |
| Group One Trading, L.P. | 4,688 | $1.82M | 0.05% | +4,688 | New |
| Pinnacle Associates Ltd | 4,647 | $1.81M | 0.02% | −28−0.6% | Reduced |
| Ostrum Asset Management | 4,638 | $1.80M | 0.09% | −182−3.8% | Reduced |
| Metis Global Partners, LLC | 4,612 | $1.79M | 0.04% | −5,509−54.4% | Reduced |
| Silphium Asset Management Ltd | 4,609 | $1.79M | 0.76% | +4,609 | New |
| MUFG Securities EMEA plc | 4,603 | $1.79M | 0.02% | −10,549−69.6% | Reduced |
| Elmwood Wealth Management, Inc. | 4,575 | $1.78M | 0.56% | +5+0.1% | Added |
| Resources Investment Advisors, LLC. | 4,568 | $1.78M | 0.02% | −339−6.9% | Reduced |
| Central Pacific Bank - Trust Division | 4,530 | $1.76M | 0.22% | +14+0.3% | Added |
| Axxcess Wealth Management, LLC | 4,484 | $1.74M | 0.03% | +5+0.1% | Added |
| North Dakota State Investment Board | 4,476 | $1.74M | 0.06% | +4,476 | New |
| Parallax Volatility Advisers, L.P. | 4,468 | $1.74M | 0.05% | −228−4.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 4,448 | $1.73M | 0.04% | −18,238−80.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 4,438 | $1.73M | 0.00% | −13−0.3% | Reduced |
| Courier Capital LLC | 4,426 | $1.72M | 0.10% | +39+0.9% | Added |
| Penobscot Investment Management Company, Inc. | 4,398 | $1.71M | 0.13% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3,965 | $1.67M | 0.28% | +3,965 | New |
| Agate Pass Investment Management, LLC | 4,280 | $1.67M | 0.62% | 00.0% | Unchanged |
| Diversified Trust Co | 4,225 | $1.64M | 0.03% | −2,411−36.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 4,215 | $1.64M | 0.02% | −300−6.6% | Reduced |
| Summit Trail Advisors, LLC | 4,203 | $1.64M | 0.03% | −1,491−26.2% | Reduced |
| Koshinski Asset Management, Inc. | 4,192 | $1.63M | 0.11% | +74+1.8% | Added |
| J.W. Cole Advisors, Inc. | 4,303 | $1.63M | 0.04% | −255−5.6% | Reduced |
| United Capital Financial Advisers, LLC | 4,180 | $1.63M | 0.01% | +81+2.0% | Added |
| Loomis Sayles & Co L P | 4,178 | $1.63M | 0.00% | +4,178 | New |
| CWM, LLC | 4,176 | $1.63M | 0.00% | +1,103+35.9% | Added |
| Dynamic Technology Lab Private Ltd | 4,126 | $1.60M | 0.36% | +4,126 | New |
| Beaumont Asset Management, L.L.C. | 4,121 | $1.60M | 0.80% | −189−4.4% | Reduced |
| Avantax Planning Partners, Inc. | 4,118 | $1.60M | 0.04% | −274−6.2% | Reduced |
| Farringdon Capital, Ltd. | 4,112 | $1.60M | 0.39% | +4,112 | New |
| HighPoint Advisor Group LLC | 4,110 | $1.60M | 0.04% | +670+19.5% | Added |
| Centaurus Financial, Inc. | 4,086 | $1.59M | 0.07% | −151−3.6% | Reduced |
| Jump Financial, LLC | 4,022 | $1.56M | 0.02% | +2,532+169.9% | Added |
| Sandler Capital Management | 4,020 | $1.56M | 0.70% | +927+30.0% | Added |
| Merit Financial Group, LLC | 4,018 | $1.56M | 0.01% | +1,303+48.0% | Added |
| Oak Thistle LLC | 3,998 | $1.56M | 0.22% | +3,998 | New |
| Evoke Wealth, LLC | 3,996 | $1.55M | 0.03% | −263−6.2% | Reduced |
| Coldstream Capital Management Inc | 3,981 | $1.55M | 0.02% | +340+9.3% | Added |
| Tokio Marine Asset Management Co Ltd | 3,978 | $1.55M | 0.05% | 00.0% | Unchanged |
| Connable Office Inc | 3,977 | $1.55M | 0.14% | −1,486−27.2% | Reduced |
| HBK Sorce Advisory LLC | 3,719 | $1.54M | 0.04% | +27+0.7% | Added |
| Spirepoint Private Client, LLC | 3,940 | $1.53M | 0.15% | 00.0% | Unchanged |
| Empirical Finance, LLC | 3,933 | $1.53M | 0.07% | −167−4.1% | Reduced |
| Y.D. More Investments Ltd | 3,926 | $1.53M | 0.07% | +3,926 | New |
| Concurrent Investment Advisors, LLC | 3,811 | $1.48M | 0.02% | +1,448+61.3% | Added |
| Mattson Financial Services, LLC | 3,765 | $1.46M | 0.34% | −286−7.1% | Reduced |
| Wealthspire Advisors, LLC | 3,761 | $1.46M | 0.01% | +996+36.0% | Added |
| GAMMA Investing LLC | 3,744 | $1.46M | 0.07% | +581+18.4% | Added |
| RMB Capital Management, LLC | 3,727 | $1.45M | 0.03% | +15+0.4% | Added |
| NewEdge Wealth, LLC | 3,675 | $1.43M | 0.02% | +556+17.8% | Added |
| Sigma Planning Corp | 3,602 | $1.40M | 0.04% | −49−1.3% | Reduced |
| WESPAC Advisors SoCal, LLC | 3,587 | $1.40M | 0.28% | +219+6.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 3,586 | $1.40M | 0.02% | +3+0.1% | Added |
| Plato Investment Management Ltd | 3,556 | $1.39M | 0.09% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 3,555 | $1.38M | 0.75% | +1,637+85.3% | Added |
| E. Ohman J:or Asset Management AB | 3,553 | $1.38M | 0.03% | −1,447−28.9% | Reduced |
| HB Wealth Management, LLC | 3,542 | $1.38M | 0.01% | −848−19.3% | Reduced |
| IHT Wealth Management, LLC | 3,535 | $1.38M | 0.03% | −702−16.6% | Reduced |
| QRG Capital Management, Inc. | 3,502 | $1.36M | 0.02% | +997+39.8% | Added |
| Westwood Holdings Group Inc. | 3,485 | $1.36M | 0.01% | −122−3.4% | Reduced |
| First Commonwealth Financial Corp | 3,464 | $1.35M | 0.22% | −13−0.4% | Reduced |
| Atria Investments LLC | 3,458 | $1.35M | 0.02% | −27−0.8% | Reduced |
| Private Trust Co NA | 3,456 | $1.34M | 0.12% | +458+15.3% | Added |
| Connecticut Wealth Management, LLC | 3,445 | $1.34M | 0.06% | +116+3.5% | Added |
| Private Wealth Asset Management, LLC | 3,423 | $1.33M | 0.14% | 00.0% | Unchanged |
| Burney Co | 3,408 | $1.33M | 0.04% | +508+17.5% | Added |
| Buckingham Strategic Partners | 3,402 | $1.32M | 0.02% | +3,402 | New |
| Equitable Holdings, Inc. | 3,367 | $1.31M | 0.01% | +144+4.5% | Added |
| Heritage Trust Co | 3,356 | $1.31M | 0.13% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 3,343 | $1.30M | 0.04% | +2,079+164.5% | Added |
| Transatlantique Private Wealth LLC | 3,343 | $1.30M | 0.41% | +115+3.6% | Added |
| Adviser Investments LLC | 3,318 | $1.29M | 0.01% | +53+1.6% | Added |
| J. Safra Sarasin Holding AG | 3,290 | $1.28M | 0.02% | +1,906+137.7% | Added |
| Pekao Towarzystwo Funduszy Inwestycyjnych S.A. | 3,259 | $1.27M | 1.04% | +3,259 | New |
| MCF Advisors LLC | 3,241 | $1.26M | 0.07% | +1,139+54.2% | Added |
| Global Retirement Partners, LLC | 3,210 | $1.25M | 0.02% | +144+4.7% | Added |
| First Foundation Advisors | 3,195 | $1.24M | 0.05% | +18+0.6% | Added |
| Rubicon Advisors, GP | 3,189 | $1.24M | 1.15% | +3,189 | New |
| Strong Tower Advisory Services | 3,169 | $1.23M | 0.22% | +163+5.4% | Added |
| PFG Investments, LLC | 3,168 | $1.23M | 0.06% | +171+5.7% | Added |