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
According to SEC Form 13F-HR filings in this corpus, ROCKWELL AUTOMATION INC ranks #432 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 11 institutions report $10.6M as of Q4 2025, with ownership dominated by its top few institutional owners.
- 11
- institutions hold it
- $10.6M
- reported 13F value
- 98%
- held by top 5
- #432
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, ROCKWELL AUTOMATION INC ranks #432 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 773903109 · Q4 2025 $11M reported
VALUE-LIGHT · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-FULL
- VALUE-LIGHT #432/775
- HOLDERS-NARROW 11 filers
- CONC-DOM 98% top-5
- PHOTO-FINISH ILLINOIS TOOL WKS
- ACTIVITY-MID 9 new
- BOOK-FULL 8Q history
Photo-finish peer on reported value: ILLINOIS TOOL WKS INC
Read with: Ownership concentration guide - ROCKWELL AUTOMATION INC's top-five holders account for 98% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · ROCKWELL AUTOMATION INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
ROCKWELL AUTOMATION INC vs. the broadly-held institutional universe
Where this security's reporting-institution count sits among tracked 13F securities
11 Top 67% higher than 33% of 216 securities
Broadly-held tracked securities, banded by reporting-institution count
Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 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.
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% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among ROCKWELL AUTOMATION INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (9)
Complete exits (11)
Frequently Asked Questions
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for ROCKWELL AUTOMATION INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($10.6M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (11 here).
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.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.