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All holdings

Rockwell Automation

ROK

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$206m
Combined value at quarter end
Last quarter
0 bought
1 sold or trimmed
Fund portfolios
1
Funds holding it
See which
Price at Q2 ’26 end
$495.08
+38.0% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

-2.5%Q3 ’24
+6.5%Q4 ’24
-9.6%Q1 ’25
+28.6%Q2 ’25
+5.2%Q3 ’25
+11.3%Q4 ’25
-7.8%Q1 ’26
+38.0%Q2 ’26
Q3 ’24: -2.5%; Q4 ’24: +6.5%; Q1 ’25: -9.6%; Q2 ’25: +28.6%; Q3 ’25: +5.2%; Q4 ’25: +11.3%; Q1 ’26: -7.8%; Q2 ’26: +38.0%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

3Q4 ’23
3Q1 ’24
3Q2 ’24
3Q3 ’24
3Q4 ’24
3Q1 ’25
3Q2 ’25
3Q3 ’25
3Q4 ’25
3Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 3; Q1 ’24: 3; Q2 ’24: 3; Q3 ’24: 3; Q4 ’24: 3; Q1 ’25: 3; Q2 ’25: 3; Q3 ’25: 3; Q4 ’25: 3; Q1 ’26: 3; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Rockwell Automation.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Rockwell Automation
Mairs & Power1.2%$128m$128mTrimmed -9.1%28 qtrs
Markel Group0.6%$76.7m$76.7mUnchanged45 qtrs
Horizon Kinetics0.0%$1.9m$1.9mUnchanged30 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Rockwell Automation
Bought or soldFiling
8 Sep 2026Woods IsaacVice President and Treasurer▼ Sold110$432.83$48kForm 4
8 Sep 2026Woods IsaacVice President and Treasurer▼ Sold44$432.11$19kForm 4
2 Sep 2026Bulho Matheus De A G VieraSVP Software and Control▼ Sold400$420.14$168kForm 4
31 Aug 2026Bulho Matheus De A G VieraSVP Software and Control▼ Sold467$426.96$199kForm 4
27 Aug 2026Watson Patricia ADirector▼ Sold1,100$431.43$475kForm 4
20 Aug 2026Rothe Christian ESr. VP and CFO▼ Sold590$434.30$256kForm 4
16 Jul 2026Riesterer Terry L.Vice President and Controller▼ Sold281$453.24$127kForm 4

About the company

Sector
Technology · Measuring & Controlling Devices, Nec
Incorporated in
Delaware
Financial year ends
30 September
Shares outstanding
111m at 30 Jun 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$6.4bnSep ’13
$6.3bnSep ’15
$6.3bnSep ’17
$6.7bnSep ’19
$7.0bnSep ’21
$9.1bnSep ’23
$8.3bnSep ’25
Sep ’13: $6.4bn; Sep ’14: $6.6bn; Sep ’15: $6.3bn; Sep ’16: $5.9bn; Sep ’17: $6.3bn; Sep ’18: $6.7bn; Sep ’19: $6.7bn; Sep ’20: $6.3bn; Sep ’21: $7.0bn; Sep ’22: $7.8bn; Sep ’23: $9.1bn; Sep ’24: $8.3bn; Sep ’25: $8.3bn
Rockwell Automation revenue and net income by year
YearRevenueNet income
Year to Sep 2025$8.3bn$869m
Year to Sep 2024$8.3bn$953m
Year to Sep 2023$9.1bn$1.4bn
Year to Sep 2022$7.8bn$932m
Year to Sep 2021$7.0bn$1.4bn
Year to Sep 2020$6.3bn$1.0bn
Year to Sep 2019$6.7bn$696m
Year to Sep 2018$6.7bn$536m
Year to Sep 2017$6.3bn$826m
Year to Sep 2016$5.9bn$730m
Year to Sep 2015$6.3bn$828m
Year to Sep 2014$6.6bn$827m
Year to Sep 2013$6.4bn$756m

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.

In fund portfolios

US-registered funds run by these managers that hold Rockwell Automation, from their latest N-PORT filings.

Funds holding Rockwell Automation
Mairs & Power Growth FundMairs & Power1.1%$60.5m30 Jun 2026