Rockwell Automation stock holdings increased by Jefferies Financial Group

Jefferies Financial Group Inc. grew its stake in Rockwell Automation, Inc. by 91.5% in the third quarter.

Published on Mar. 11, 2026

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Jefferies Financial Group Inc. increased its stake in Rockwell Automation, Inc. (NYSE:ROK) by 91.5% in the third quarter, according to a recent SEC filing. The fund now owns 9,657 shares of the industrial products company's stock, valued at $3,375,000 at the end of the reporting period.

Why it matters

Rockwell Automation is a major industrial automation and digital transformation company, and changes in institutional ownership of its stock can signal broader market trends and investor sentiment around the company and the industrial automation industry.

The details

Jefferies Financial Group Inc. acquired an additional 4,615 shares of Rockwell Automation during the third quarter, bringing its total holdings to 9,657 shares. This represents a 91.5% increase in the firm's stake in the company. Rockwell Automation is a leading provider of industrial control systems, software, and services, and its stock is closely watched by investors in the industrial automation space.

  • Jefferies Financial Group Inc. increased its stake in Rockwell Automation during the third quarter of 2026.

The players

Jefferies Financial Group Inc.

A global investment banking firm that provides a full range of investment banking, advisory, sales and trading, research, and wealth management services to corporations, institutions, and high-net-worth individuals.

Rockwell Automation, Inc.

A leading global industrial automation and digital transformation company that designs, manufactures, and supports control systems, industrial control hardware and software, and related services for manufacturers and industrial operators.

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The takeaway

The increase in Jefferies Financial Group's stake in Rockwell Automation suggests continued investor confidence in the industrial automation company and its growth prospects, despite broader market volatility.