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 |
|---|---|---|---|---|---|
| Capital Asset Advisory Services LLC | 2,979 | $1.23M | 0.05% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 3,160 | $1.23M | 0.01% | +136+4.5% | Added |
| Alpha Wealth Funds, LLC | 3,083 | $1.23M | 0.83% | 00.0% | Unchanged |
| Wedbush Securities Inc | 3,150 | $1.23M | 0.04% | +432+15.9% | Added |
| Vise Technologies, Inc. | 3,127 | $1.22M | 0.02% | +1,717+121.8% | Added |
| Wedmont Private Capital | 2,972 | $1.22M | 0.04% | +153+5.4% | Added |
| Marietta Investment Partners LLC | 3,125 | $1.22M | 0.24% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 3,110 | $1.21M | 0.29% | −15−0.5% | Reduced |
| Savant Capital, LLC | 3,097 | $1.20M | 0.01% | −2,405−43.7% | Reduced |
| Snowden Capital Advisors LLC | 3,096 | $1.20M | 0.03% | +896+40.7% | Added |
| Securian Asset Management, Inc | 3,094 | $1.20M | 0.05% | −2,405−43.7% | Reduced |
| Apella Capital, LLC | 3,072 | $1.20M | 0.02% | +397+14.8% | Added |
| Moors & Cabot, Inc. | 3,055 | $1.19M | 0.05% | +1,367+81.0% | Added |
| CORDA Investment Management, LLC. | 3,040 | $1.18M | 0.09% | +3,040 | New |
| Clearstead Advisors, LLC | 3,037 | $1.18M | 0.01% | +157+5.5% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,035 | $1.18M | 0.02% | +1,248+69.8% | Added |
| MUFG Securities Americas Inc. | 3,025 | $1.18M | 0.07% | −7−0.2% | Reduced |
| Perigon Wealth Management, LLC | 3,013 | $1.17M | 0.02% | +136+4.7% | Added |
| First Citizens Bank & Trust Co | 3,008 | $1.17M | 0.02% | +944+45.7% | Added |
| Trust Co of Vermont | 3,007 | $1.17M | 0.05% | +1,210+67.3% | Added |
| RBF Capital, LLC | 3,000 | $1.17M | 0.05% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 2,985 | $1.16M | 0.02% | −914−23.4% | Reduced |
| Fire Capital Management LLC | 2,984 | $1.16M | 0.58% | −192−6.0% | Reduced |
| Wahed Invest LLC | 2,978 | $1.16M | 0.15% | −117−3.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 2,978 | $1.16M | 0.07% | 00.0% | Unchanged |
| Rossmore Private Capital | 2,968 | $1.15M | 0.10% | 00.0% | Unchanged |
| CLG LLC | 2,932 | $1.14M | 0.28% | −9−0.3% | Reduced |
| Capital Investment Advisors, LLC | 2,888 | $1.12M | 0.02% | +605+26.5% | Added |
| Wealthcare Advisory Partners LLC | 2,874 | $1.12M | 0.02% | +1,667+138.1% | Added |
| Farther Finance Advisors, LLC | 2,867 | $1.12M | 0.01% | +328+12.9% | Added |
| Stonebridge Capital Advisors LLC | 2,860 | $1.11M | 0.08% | −175−5.8% | Reduced |
| Sovran Advisors, LLC | 2,640 | $1.11M | 0.09% | −464−14.9% | Reduced |
| MONECO Advisors, LLC | 2,836 | $1.10M | 0.09% | +429+17.8% | Added |
| Trillium Asset Management, LLC | 2,621 | $1.10M | 0.03% | −535−17.0% | Reduced |
| Monetta Financial Services Inc | 2,800 | $1.09M | 0.78% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,784 | $1.08M | 0.11% | +2,784 | New |
| Sit Investment Associates Inc | 2,780 | $1.08M | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,779 | $1.08M | 0.05% | +937+50.9% | Added |
| Integrated Advisors Network LLC | 2,774 | $1.08M | 0.05% | −152−5.2% | Reduced |
| Quantum Private Wealth, LLC | 2,773 | $1.08M | 0.32% | −9−0.3% | Reduced |
| Beaton Management Co. Inc. | 2,768 | $1.08M | 0.47% | 00.0% | Unchanged |
| Alps Advisors Inc | 2,767 | $1.08M | 0.01% | +269+10.8% | Added |
| Choate Investment Advisors | 2,761 | $1.07M | 0.02% | +418+17.8% | Added |
| Acropolis Investment Management, LLC | 2,758 | $1.07M | 0.05% | +362+15.1% | Added |
| Massmutual Trust Co FSB | 2,758 | $1.07M | 0.03% | −17−0.6% | Reduced |
| Umb Bank N A | 2,726 | $1.06M | 0.01% | +131+5.0% | Added |
| Financial Management Network Inc | 2,639 | $1.05M | 0.17% | −88−3.2% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,700 | $1.05M | 0.27% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,687 | $1.05M | 0.05% | +2,687 | New |
| Valeo Financial Advisors, LLC | 2,669 | $1.04M | 0.02% | +150+6.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 2,661 | $1.04M | 0.03% | +1,621+155.9% | Added |
| Calamos Wealth Management LLC | 2,636 | $1.03M | 0.04% | +1,654+168.4% | Added |
| Mendel Money Management | 2,627 | $1.02M | 0.43% | −100−3.7% | Reduced |
| WBI Investments | 2,620 | $1.02M | 0.27% | +96+3.8% | Added |
| Hillsdale Investment Management Inc. | 2,620 | $1.02M | 0.03% | −30−1.1% | Reduced |
| Siemens Fonds Invest GmbH | 2,583 | $1.02M | 0.05% | +398+18.2% | Added |
| Cyndeo Wealth Partners, LLC | 2,605 | $1.01M | 0.05% | −5−0.2% | Reduced |
| Ameritas Advisory Services, LLC | 2,559 | $995.8K | 0.04% | −32−1.2% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,559 | $995.5K | 0.07% | +46+1.8% | Added |
| Finivi Inc. | 2,531 | $984.6K | 0.57% | −175−6.5% | Reduced |
| Golden State Wealth Management, LLC | 2,501 | $973.1K | 0.10% | −95−3.7% | Reduced |
| Whittier Trust Co | 2,345 | $969.3K | 0.01% | −111−4.5% | Reduced |
| Western Wealth Management, LLC | 2,491 | $969.0K | 0.04% | −90−3.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,487 | $967.6K | 0.05% | −431−14.8% | Reduced |
| Marble Wealth, LLC | 2,455 | $955.3K | 0.13% | +2,455 | New |
| Torrey-Payne Wealth Management, LLC | 2,264 | $951.8K | 0.85% | +2,264 | New |
| Meeder Advisory Services, Inc. | 2,437 | $948.2K | 0.04% | +1,122+85.3% | Added |
| Kinneret Advisory, LLC | 2,413 | $938.8K | 0.08% | −66−2.7% | Reduced |
| Atomi Financial Group, Inc. | 2,409 | $937.4K | 0.03% | +189+8.5% | Added |
| North Star Investment Management Corp. | 2,408 | $936.9K | 0.06% | +10+0.4% | Added |
| Cito Capital Group, LLC | 2,400 | $934.0K | 0.27% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,390 | $930.2K | 0.05% | +1,782+293.1% | Added |
| Interchange Capital Partners, LLC | 2,386 | $928.2K | 0.17% | −62−2.5% | Reduced |
| Callan Family Office, LLC | 2,378 | $925.0K | 0.02% | +600+33.7% | Added |
| Mystic Asset Management, Inc. | 2,373 | $923.3K | 0.21% | −10−0.4% | Reduced |
| Evelyn Partners Investment Management LLP | 2,353 | $915.5K | 0.03% | 00.0% | Unchanged |
| SCS Capital Management LLC | 2,349 | $913.9K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 2,310 | $909.3K | 0.09% | +13+0.6% | Added |
| Congress Asset Management Co | 2,322 | $903.4K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,310 | $898.8K | 0.34% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2,264 | $891.4K | 0.03% | +323+16.6% | Added |
| Vestcor Inc | 2,290 | $891.0K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,284 | $888.7K | 0.03% | −1,816−44.3% | Reduced |
| Qtron Investments LLC | 2,267 | $882.0K | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 2,259 | $879.0K | 0.02% | −20−0.9% | Reduced |
| Ferguson Wellman Capital Management, Inc | 2,222 | $864.5K | 0.01% | 00.0% | Unchanged |
| Hoge Financial Services, LLC | 2,202 | $856.6K | 0.46% | +9+0.4% | Added |
| Syon Capital LLC | 2,196 | $854.5K | 0.04% | +531+31.9% | Added |
| Advisors Capital Management, LLC | 2,171 | $845.0K | 0.01% | +109+5.3% | Added |
| Equitable Trust Co | 2,162 | $841.2K | 0.04% | −436−16.8% | Reduced |
| Empower Advisory Group, LLC | 2,160 | $840.4K | 0.00% | +636+41.7% | Added |
| Hilltop Holdings Inc. | 2,155 | $838.4K | 0.05% | +882+69.3% | Added |
| Drake & Associates, LLC | 2,155 | $838.3K | 0.17% | +8+0.4% | Added |
| Silvercrest Asset Management Group LLC | 2,131 | $829.1K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 2,103 | $818.3K | 0.00% | +120+6.1% | Added |
| Birmingham Capital Management Co Inc | 2,100 | $817.0K | 0.36% | 00.0% | Unchanged |
| Neville Rodie & Shaw Inc | 2,100 | $817.0K | 0.06% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,089 | $812.8K | 0.02% | −597−22.2% | Reduced |
| Stiles Financial Services Inc | 2,077 | $808.0K | 0.25% | −16−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 2,067 | $804.2K | 0.03% | +634+44.2% | Added |