Follow-The-Filings

Security

ROK

Rockwell Automation Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

16 owners max 1.0% (Mairs & Power Inc.)

owners 16
max % 1.0%
tracked value $7.1B
qoq A 5 R 9

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Mairs & Power Inc. 2026 Q1 1.0% Reduce -0.20 pp 283,553 $102M hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.3% Reduce -0.03 pp 530,847 $191M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 927,088 $333M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Reduce -0.05 pp 99,213 $36M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Add +0.01 pp 14,206,311 $5.5B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.07 pp 1,582,224 $616M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Add +0.06 pp 37,799 $14M hist
Ancora Advisors LLC 2026 Q1 0.1% Reduce -0.01 pp 5,993 $2M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.03 pp 167,106 $60M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 199,360 $72M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 51,380 $18M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% Reduce -0.01 pp 3,895 $1M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 171,781 $62M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 80,174 $29M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 14,280 $6M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Reduce -0.01 pp 5,253 $2M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $9.06B $8.26B $8.34B
Gross profit $3.72B $3.19B $4.02B
Gross margin * 41.0% 38.6% 48.1%
Net income $1.39B $952.5M $869M
Net margin * 15.3% 11.5% 10.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $4.91B $3.88B $3.91B
Total non-current assets * $6.39B $7.35B $7.31B
Total assets $11.3B $11.23B $11.22B
Total current liabilities $3.37B $3.6B $3.44B
Total non-current liabilities
Total equity $3.56B $3.5B $3.65B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $1.37B $863.8M $1.54B
Cash from investing $854.3M -$982.5M -$216M
Cash from financing -$1.68B -$502.8M -$1.34B
Net change in cash $572.5M -$609.4M -$3M

ownership over time

filing count by report period · click a bar for that quarter’s holders