Rockwell AutomationROK

13F holders, Q4 2025 (December 31)
1,420holders +125
151new positions
77sold out
10famous investors
$388.76avg. 13F price*

At the end of Q4 2025, 1,420 institutions reported holding Rockwell Automation Inc. (ROK) in their 13F filings, up 125 from Q3 2025. 151 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($5.5B), BlackRock, Inc. ($4.1B) and State Street Corp. ($1.9B). 10 famous investors held it, including Tom Gayner (0.5% of Markel Group's portfolio), Mario Gabelli (0.4% of GAMCO Investors's portfolio) and Joel Greenblatt (0.2% of Gotham Asset Management's portfolio).

Company
Rockwell Automation Inc.
Sector
Industrials
CUSIP
773903109
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions151$490.2M
Exits77$304.9M

All 13F filers, Q3 2025 → Q4 2025: 7,734,583 shares bought and 6,829,391 shares sold, net +905,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,420 holders

Vanguard Group Inc. 0.08% Add +0.8% 14,206,311 $5.5B
BlackRock, Inc. 0.07% Add +6.9% 10,472,629 $4.1B
State Street Corp. 0.07% Add +4.2% 4,996,130 $1.9B
Morgan Stanley 0.07% Add +10.4% 2,921,840 $1.1B
Geode Capital Management, LLC 0.07% Add +0.6% 2,924,501 $1.1B
Goldman Sachs Group Inc. 0.12% Add +1.5% 2,110,729 $821.2M
UBS Group AG 0.13% Reduce -17.5% 1,626,661 $632.9M
Norges Bank 0.07% — 1,582,224 $615.6M
Invesco Ltd. 0.06% Add +25.0% 1,545,104 $601.2M
Charles Schwab Investment Management Inc. 0.09% Reduce -1.6% 1,538,613 $598.6M
T. Rowe Price Associates Inc. 0.06% Reduce -54.5% 1,468,132 $571.2M
Northern Trust Corp. 0.07% Reduce -0.1% 1,421,465 $553.0M
Bank of America Corp. 0.03% Reduce -7.3% 1,228,195 $477.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.09% Reduce -0.2% 1,082,372 $421.1M
Sumitomo Mitsui Trust Group, Inc. 0.22% Reduce -1.9% 977,999 $380.5M
Victory Capital Management Inc. 0.21% Add +12.7% 964,878 $375.4M
Holocene Advisors, LP 0.76% Reduce -6.5% 925,627 $360.1M
Amundi 0.10% Add +1.1% 879,900 $342.3M
Alliancebernstein L.P. 0.11% Reduce -15.3% 860,388 $334.8M
Fisher Asset Management 0.11% Add +4.3% 857,529 $333.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.29% Add +58.7% 854,192 $332.3M
Voya Investment Management LLC 0.35% Add +55.1% 798,216 $310.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.47% Add +2.4% 796,711 $310.0M
Royal Bank of Canada 0.05% Add +43.6% 760,934 $296.1M
Lazard Asset Management LLC 0.50% Reduce -46.3% 760,552 $295.9M
Nordea Investment Management AB 0.25% Add +20.7% 744,814 $291.1M
Legal & General Group Plc 0.06% Add +4.2% 733,710 $285.5M
Dimensional Fund Advisors LP 0.06% Reduce -5.0% 686,925 $267.3M
Bank of New York Mellon Corp 0.04% Reduce -11.6% 639,644 $248.9M
JPMorgan Chase & Co. 0.02% Reduce -23.3% 628,818 $244.7M
Raymond James Financial Inc. 0.07% Add +29.6% 608,032 $238.1M
Balyasny Asset Management L.P. 0.43% Add +74.3% 560,715 $218.2M
Alecta Tjanstepension Omsesidigt 0.94% Reduce -29.0% 551,275 $214.5M
Citadel Advisors 0.14% Add +11.9% 524,802 $204.2M
Arrowstreet Capital, Limited Partnership 0.12% Add +62.3% 522,636 $203.3M
Robeco Institutional Asset Management B.V. 0.26% Add +0.8% 469,004 $182.5M
Fullerton Fund Management Co Ltd. 7.88% Add +116.0% 463,267 $180.2M
Ameriprise Financial Inc. 0.04% Add +144.4% 416,442 $162.0M
DAVENPORT & Co LLC 0.87% Reduce -1.8% 411,266 $160.5M
Eurizon Capital SGR S.p.A. 0.49% — 400,120 $156.0M
Schroder Investment Management Group 0.12% Add +50.4% 391,332 $154.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Reduce -4.3% 374,843 $149.4M
FMR LLC 0.01% Add +92.2% 380,995 $148.2M
Assenagon Asset Management S.A. 0.21% Add +56.0% 366,963 $142.8M
Thrivent Financial for Lutherans 0.25% Reduce -20.5% 355,809 $138.4M
Quilter Plc 2.32% Add +0.7% 355,804 $138.4M
Deutsche Bank AG 0.04% Add +2.4% 352,572 $137.2M
Ontario Teachers Pension Plan Board 3.16% Add +1.4% 351,309 $136.7M
Mairs & Power Inc. 1.24% Reduce -19.6% 330,334 $128.5M
DekaBank Deutsche Girozentrale 0.22% No change 417,024 $127.6M
Neuberger Berman Group LLC 0.09% Add +82.0% 322,032 $125.3M
Man Group plc 0.24% Add +6.9% 321,449 $125.1M
King Luther Capital Management Corp. 0.51% Reduce -2.3% 316,968 $123.3M
Swiss National Bank 0.07% Reduce -5.2% 308,140 $119.9M
Saturna Capital Corp. 1.56% Reduce -0.0% 301,462 $117.3M
Wells Fargo & Company 0.02% Add +12.0% 298,918 $116.3M
Worldquant Millennium Advisors LLC 0.45% Reduce -17.9% 297,960 $115.9M
Nuveen, LLC 0.03% Reduce -0.7% 296,831 $115.5M
Great Lakes Advisors, LLC 0.89% Reduce -0.3% 280,686 $109.2M
Barclays PLC 0.04% Reduce -5.8% 279,937 $108.9M
Blair William & Co. 0.29% Reduce -0.0% 279,153 $108.6M
HSBC Holdings PLC 0.06% Add +19.6% 274,512 $107.0M
Prudential Financial Inc. 0.12% Reduce -7.2% 257,285 $100.1M
Primecap Management Co. 0.08% Reduce -33.1% 254,910 $99.2M
Canada Pension Plan Investment Board 0.07% Add +8.7% 250,640 $97.5M
Huntington National Bank 0.79% Add +1.4% 249,858 $97.2M
Franklin Resources Inc. 0.02% Reduce -33.9% 234,091 $91.1M
Westfield Capital Management Co. LP 0.38% Add +14.4% 233,795 $91.0M
Agf Management Ltd. 0.39% New 229,868 $89.4M
Jennison Associates LLC 0.05% Reduce -13.1% 228,406 $88.9M
Millennium Management 0.06% Add +37.0% 222,490 $86.6M
Artisan Partners Limited Partnership 0.13% Add +234.4% 218,176 $84.9M
Acadian Asset Management LLC 0.14% Add +20.1% 215,090 $83.7M
Rhumbline Advisers 0.07% Reduce -1.3% 211,493 $82.3M
LPL Financial LLC 0.02% Add +11.3% 202,825 $78.9M
California Public Employees Retirement System 0.04% Add +1.4% 201,607 $78.4M
Reynders McVeigh Capital Management, LLC 3.61% Reduce -1.8% 197,865 $77.0M
Stifel Financial Corp. 0.07% Reduce -8.0% 194,571 $75.7M
Birch Hill Investment Advisors LLC 3.13% Reduce -1.5% 192,763 $75.0M
Candriam S.C.A. 0.35% Add +16.6% 181,140 $70.5M
AEGON ASSET MANAGEMENT UK Plc 0.80% Reduce -2.4% 173,787 $67.6M
Qube Research & Technologies Ltd 0.10% Add +418.9% 171,173 $66.6M
CANADA LIFE ASSURANCE Co 0.12% Reduce -39.5% 170,097 $66.2M
California State Teachers Retirement System 0.07% Reduce -0.7% 170,200 $66.2M
Handelsbanken Fonder AB 0.20% Add +24.6% 169,457 $65.9M
Waters Parkerson & Co., LLC 3.22% Reduce -0.7% 168,272 $65.5M
Los Angeles Capital Management LLC 0.22% Reduce -2.4% 178,430 $65.2M
UniSuper Management Pty Ltd 0.39% Reduce -0.6% 166,533 $64.8M
Stephens Investment Management Group LLC 0.84% Add +0.2% 165,763 $64.5M
Citigroup Inc. 0.04% Reduce -7.2% 164,260 $63.9M
Principal Financial Group Inc. 0.03% Reduce -0.6% 164,142 $63.9M
Freestone Grove Partners LP 0.45% New 161,697 $62.9M
Markel Group 0.48% No change 154,900 $60.3M
BNP Paribas Financial Markets 0.04% Reduce -5.3% 154,260 $60.0M
Mackenzie Financial Corp. 0.07% Add +1091.3% 149,898 $58.9M
Envestnet Asset Management Inc. 0.02% Reduce -29.1% 150,973 $58.7M
Allianz Asset Management GmbH 0.06% Add +145.9% 145,569 $56.6M
National Pension Service 0.04% Reduce -11.2% 143,099 $55.7M
Capital Advisors Inc. 0.90% Add +21.4% 143,015 $55.6M
Nissay Asset Management Corp. /Japan 0.29% Reduce -11.7% 142,792 $55.6M

"% of holder's portfolio" is ROK's weight in each manager's 13F, not the share of Rockwell Automation Inc. the manager owns.

Show all 1,420 holders