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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 2,060 | $801.5K | 0.16% | −6−0.3% | Reduced |
| Signaturefd, LLC | 2,039 | $793.5K | 0.01% | +226+12.5% | Added |
| Stewardship Concepts Financial Services LLC | 2,032 | $793.0K | 0.67% | +2,032 | New |
| Kingsview Wealth Management, LLC | 2,037 | $792.7K | 0.01% | −12−0.6% | Reduced |
| Flputnam Investment Management Co | 2,022 | $786.7K | 0.01% | −47−2.3% | Reduced |
| LRI Investments, LLC | 2,006 | $780.6K | 0.06% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 2,000 | $778.1K | 0.78% | +2,000 | New |
| Occudo Quantitative Strategies LP | 1,991 | $774.6K | 0.05% | −6,503−76.6% | Reduced |
| Phoenix Holdings Ltd. | 1,978 | $774.6K | 0.01% | +135+7.3% | Added |
| Hamrick Investment Counsel, llc | 1,987 | $773.1K | 0.57% | +1,987 | New |
| Verus Capital Partners, LLC | 1,986 | $772.7K | 0.05% | −85−4.1% | Reduced |
| Argent Advisors, Inc. | 1,982 | $771.1K | 0.22% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 1,965 | $764.5K | 0.08% | −155−7.3% | Reduced |
| BankChampaign, National Association | 1,954 | $760.2K | 0.75% | +1,954 | New |
| Quadrant Capital Group LLC | 1,924 | $748.6K | 0.02% | +15+0.8% | Added |
| Ballentine Partners, LLC | 1,914 | $744.7K | 0.01% | +54+2.9% | Added |
| IFP Advisors, Inc | 1,894 | $736.9K | 0.02% | +152+8.7% | Added |
| Pure Financial Advisors, Inc. | 1,891 | $735.8K | 0.01% | +109+6.1% | Added |
| TigerOak Management, L.L.C. | 1,886 | $733.8K | 0.22% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 1,885 | $733.3K | 0.02% | +5+0.3% | Added |
| Pine Haven Investment Counsel, Inc | 1,883 | $732.6K | 0.52% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 1,858 | $722.9K | 0.23% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 1,856 | $722.1K | 0.25% | +1,856 | New |
| Sumitomo Life Insurance Co | 1,851 | $720.2K | 0.02% | +20+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 1,837 | $714.9K | 0.00% | +584+46.6% | Added |
| Davis Investment Partners, LLC | 1,785 | $711.4K | 0.25% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 606 | $707.0K | 0.04% | +21+3.6% | Added |
| Marble Harbor Investment Counsel, LLC | 1,800 | $700.3K | 0.07% | 00.0% | Unchanged |
| Assetmark, Inc | 1,799 | $700.0K | 0.00% | +218+13.8% | Added |
| Focus Financial Network, Inc. | 1,790 | $696.3K | 0.02% | +1+0.1% | Added |
| Argonautica Private Wealth Management, Inc | 1,779 | $692.2K | 0.20% | 00.0% | Unchanged |
| TCW Group Inc | 1,779 | $692.2K | 0.00% | +1,779 | New |
| HM Payson & Co | 1,758 | $684.0K | 0.01% | −313−15.1% | Reduced |
| AlphaCore Capital LLC | 1,748 | $679.9K | 0.02% | +300+20.7% | Added |
| Nomura Holdings Inc | 1,737 | $675.8K | 0.00% | −1,238−41.6% | Reduced |
| Chatham Capital Group, Inc. | 1,734 | $674.6K | 0.10% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 1,727 | $671.9K | 0.05% | −310−15.2% | Reduced |
| One Capital Management, LLC | 1,720 | $669.4K | 0.02% | −20−1.1% | Reduced |
| Chung Wu Investment Group, LLC | 1,715 | $667.3K | 0.55% | +1,715 | New |
| Campbell & CO Investment Adviser LLC | 1,712 | $666.1K | 0.03% | −10,953−86.5% | Reduced |
| Eagle Wealth Strategies LLC | 1,707 | $664.1K | 0.31% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 1,694 | $659.1K | 0.19% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1,693 | $658.7K | 0.39% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,689 | $657.0K | 0.25% | −10−0.6% | Reduced |
| Claro Advisors LLC | 1,678 | $653.0K | 0.09% | +3+0.2% | Added |
| Uniting Wealth Partners, LLC | 1,672 | $650.5K | 0.20% | +3+0.2% | Added |
| Evermay Wealth Management LLC | 1,666 | $648.2K | 0.07% | −67−3.9% | Reduced |
| BigSur Wealth Management LLC | 1,664 | $647.4K | 0.16% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 1,663 | $647.1K | 0.06% | −49−2.9% | Reduced |
| Watershed Private Wealth LLC | 1,662 | $646.6K | 0.19% | +43+2.7% | Added |
| Parallel Advisors, LLC | 1,657 | $644.9K | 0.01% | +310+23.0% | Added |
| Anb Bank | 1,653 | $643.1K | 0.26% | −4−0.2% | Reduced |
| Taylor Financial Group, Inc. | 1,648 | $641.2K | 0.38% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 1,647 | $640.6K | 0.04% | +581+54.5% | Added |
| Ellenbecker Investment Group | 1,635 | $636.2K | 0.09% | −119−6.8% | Reduced |
| Globeflex Capital L P | 1,635 | $636.1K | 0.10% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 1,604 | $631.3K | 0.08% | −27−1.7% | Reduced |
| Groupe la Francaise | 1,620 | $630.3K | 0.01% | −14−0.9% | Reduced |
| Bridges Investment Management Inc | 1,619 | $629.9K | 0.01% | +365+29.1% | Added |
| HFM Investment Advisors, LLC | 1,612 | $627.2K | 0.25% | +1+0.1% | Added |
| GLOBALT Investments LLC | 1,612 | $627.2K | 0.02% | +247+18.1% | Added |
| Westside Investment Management, Inc. | 1,605 | $625.4K | 0.10% | +5+0.3% | Added |
| Crestwood Advisors Group LLC | 1,603 | $623.7K | 0.01% | +666+71.1% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,600 | $622.5K | 0.16% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,600 | $622.5K | 0.07% | +1,600 | New |
| Drucker Wealth 3.0, LLC | 1,597 | $621.3K | 0.11% | +749+88.3% | Added |
| XML Financial, LLC | 1,588 | $617.8K | 0.05% | −5−0.3% | Reduced |
| Covestor Ltd | 1,582 | $615.0K | 0.32% | +1,399+764.5% | Added |
| Verdence Capital Advisors LLC | 1,581 | $615.0K | 0.04% | −1,075−40.5% | Reduced |
| Z3 Capital Partners, LLC | 1,579 | $614.3K | 0.15% | +1,579 | New |
| Montag A & Associates Inc | 1,579 | $614.2K | 0.03% | 00.0% | Unchanged |
| 1st Source Bank | 1,575 | $612.8K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,568 | $610.1K | 0.00% | +423+36.9% | Added |
| Evercore Wealth Management, LLC | 1,563 | $608.1K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,554 | $604.7K | 0.02% | +1,554 | New |
| Hunter Associates Investment Management LLC | 1,550 | $602.0K | 0.08% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 1,541 | $599.5K | 0.25% | −34−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 1,536 | $597.5K | 0.05% | −149−8.8% | Reduced |
| Asset Advisory Group, Inc. | 1,523 | $592.6K | 0.30% | +1,523 | New |
| Capstone Investment Advisors, LLC | 1,522 | $592.2K | 0.00% | −1,282−45.7% | Reduced |
| Chicago Partners Investment Group LLC | 1,409 | $588.9K | 0.01% | +609+76.1% | Added |
| Capital Financial Group Inc | 1,500 | $583.6K | 0.33% | +1,500 | New |
| Corient IA LLC | 1,500 | $583.6K | 0.55% | 00.0% | Unchanged |
| Groupama Asset Managment | 1,493 | $580.9K | 0.01% | −101−6.3% | Reduced |
| TD Private Client Wealth LLC | 1,492 | $580.5K | 0.01% | −251−14.4% | Reduced |
| National Asset Management, Inc. | 1,489 | $579.4K | 0.03% | +27+1.8% | Added |
| Meridian Wealth Management, LLC | 1,481 | $576.2K | 0.02% | +1,481 | New |
| Skopos Labs, Inc. | 1,449 | $574.3K | 0.03% | +284+24.4% | Added |
| Monticello Wealth Management, LLC | 1,467 | $570.8K | 0.04% | +222+17.8% | Added |
| Atlantic Trust, LLC | 1,463 | $569.3K | 0.09% | −5−0.3% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,461 | $568.4K | 0.01% | +1,461 | New |
| Trueblood Wealth Management, LLC | 1,455 | $566.1K | 0.22% | +1+0.1% | Added |
| Parkwoods Wealth Partners, LLC | 1,449 | $563.8K | 0.17% | +20+1.4% | Added |
| Nations Financial Group Inc, | 1,446 | $562.7K | 0.03% | +28+2.0% | Added |
| Chesapeake Capital Corp | 1,426 | $554.8K | 0.46% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 1,425 | $554.4K | 0.00% | −158−10.0% | Reduced |
| FourThought Financial Partners, LLC | 1,425 | $554.4K | 0.05% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,422 | $553.3K | 0.08% | −130−8.4% | Reduced |
| Johnson Investment Counsel Inc | 1,412 | $549.3K | 0.00% | +27+1.9% | Added |
| Envestnet Portfolio Solutions, Inc. | 1,408 | $547.8K | 0.00% | +736+109.5% | Added |