Stock ownership · SEC 13F · Q4 2025

ROCKWELL AUTOMATION INC

Who owns ROCKWELL AUTOMATION INC (CUSIP 773903109)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$10.6M
Reported value
11
Institutions
98%
Top-5 share

The verdict

As of Q4 2025, 11 institutions collectively report $10.6M in ROCKWELL AUTOMATION INC, a stock that is reported by a below-average share of institutions; ownership here is dominated by its top few institutional owners.

11
institutions hold it
$10.6M
reported 13F value
98%
held by top 5
#202
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$10.6M

Institutional 13F value

Institutions

11

Reporting holders

Top-5 concentration

98%

Held by 5 largest

New buyers

9

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%98%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 33.0%

ROCKWELL AUTOMATION INC is more widely held than about 33% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of ROCKWELL AUTOMATION INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a ROCKWELL AUTOMATION INC position has risen from 7 to 11 over the last 8 quarters of 13F filings.

2468101214 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 11
Distinct 13F filers holding ROCKWELL AUTOMATION INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Banque Transatlantique SA 11,878 $4.7M 44.7%
2 Pacer Advisors, Inc. 10,692 $4.2M 39.4%
3 GROUPAMA ASSET MANAGMENT 1,493 $581K 5.5%
4 Astoria Portfolio Advisors LLC. 1,363 $528K 5.0%
5 CHELSEA COUNSEL CO 922 $359K 3.4%
6 Bell Investment Advisors, Inc 296 $115K 1.1%
7 Strategic Investment Solutions, Inc. /IL 129 $50K 0.5%
8 TD Capital Management LLC 86 $33K 0.3%
9 Compass Financial Services Inc 30 $12K 0.1%
10 MidFirst Bank 8 $3K 0.0%
11 Anchor Investment Management, LLC 7 $3K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about ROCKWELL AUTOMATION INC

This stock’s institutional ownership is top-heavy, concentrated in a small set of large positions.

  • See how ROCKWELL AUTOMATION INC's holder count and reported value have shifted quarter over quarter. Biggest movers
  • Check where this stock ranks among the most widely held names before treating one position as a signal. Most-held stocks
  • Review the gaps in 13F reporting before drawing conclusions from it. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold ROCKWELL AUTOMATION INC?
ROCKWELL AUTOMATION INC is held by 11 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of ROCKWELL AUTOMATION INC?
Institutions report $10.6M of ROCKWELL AUTOMATION INC as of Q4 2025.
How concentrated is ownership of ROCKWELL AUTOMATION INC?
The top five institutional holders account for 98% of the reported institutional value in ROCKWELL AUTOMATION INC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of ROCKWELL AUTOMATION INC?
Banque Transatlantique SA is the largest reported holder of ROCKWELL AUTOMATION INC with $4.7M across 11,878 shares as of Q4 2025.
Where does this ROCKWELL AUTOMATION INC data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.