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Disclosery

ROK ROCKWELL AUTOMATION INC

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Stock (common), issuer CIK 1024478

1,189 managers (1,217 13F filers) reported a position in ROK shares at 2024-12-31, 94,021,216 shares in all. 102 filers opened a position and 108 filers sold out during the quarter.

Managers
1,189
13F filers
1,217
New
102
Added
418
Reduced
376
Sold out
108
Shares held by filers
94,021,216

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Richard C. Young & CO., LTD.6,608$1.89M0.21%-55313F-HRTimeline
Allworth Financial LP6,486$1.87M0.01%+1,84513F-HRTimeline
TD Waterhouse Canada Inc.6,477$1.85M0.01%+19713F-HRTimeline
Connor, Clark & Lunn Investment Managem…6,399$1.83M0.01%+5,06613F-HRTimeline
MML INVESTORS SERVICES, LLC6,394$1.83M0.01%+93913F-HRTimeline
Baader Bank Aktiengesellschaft6,317$1.8M0.17%+1713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC6,307$1.8M0.02%+62613F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding6,287$1.8M+2,533Timeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC6,278$1.79M0.01%-2,07913F-HRTimelineGroup
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,230$1.78M+31Timeline
Bridgewater Associates, LP6,220$1.78M0.01%new13F-HRTimeline
Journey Advisory Group, LLC6,425$1.77M0.21%013F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp6,175$1.76M0.25%-313F-HRTimelineGroup
LANSDOWNE PARTNERS (UK) LLPin group LANSDOWNE PARTNERS (UK) LLP6,129$1.75M0.13%+4,55113F-HR/ATimelineGroup
Maryland State Retirement & Pension Sys…6,120$1.75M0.04%-42813F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,117$1.75M0.05%+1,23813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management6,117$1.75M<0.01%-188,11313F-HRTimelineGroup
Louisiana State Employees Retirement Sy…6,100$1.74M0.03%-30013F-HRTimeline
VCI Wealth Management LLC6,077$1.74M0.74%+1,53713F-HR/ATimeline
SECURIAN ASSET MANAGEMENT, INC6,018$1.72M0.05%-20013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC6,015$1.72M0.02%013F-HRTimeline
Integrated Wealth Concepts LLC6,010$1.72M0.02%-213F-HRTimeline
WESBANCO BANK INC5,970$1.71M0.06%-50013F-HRTimeline
GROUPAMA ASSET MANAGMENT5,948$1.7M0.03%new13F-HRTimeline
HighPoint Advisor Group LLC5,570$1.69M0.09%+49913F-HRTimeline
EVOKE WEALTH, LLC5,896$1.69M0.05%+3,60613F-HRTimeline
Vectors Research Management, LLC5,876$1.68M0.57%-65013F-HRTimeline
Argent Trust Co5,812$1.66M0.07%-12013F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…5,778$1.65M1.11%13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.5,667$1.62M0.1%-1,32713F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS5,602$1.6M0.03%-31,10513F-HRTimeline
Alaethes Wealth, LLC5,559$1.59M0.57%+7413F-HRTimeline
Terra Alpha Investments LLC5,544$1.58M1.6%13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …5,609$1.58M<0.01%-24013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,500$1.57M0.01%+1,05213F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…5,500$1.57M0.06%new13F-HRTimelineGroup
One68 Global Capital, LLC5,500$1.57M0.84%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,537$1.55M<0.01%-32013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,412$1.55M0.02%+26513F-HRTimelineGroup
GREENLEAF TRUST5,405$1.54M0.01%-1713F-HRTimeline
Aviance Capital Partners, LLC5,395$1.54M0.21%013F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD5,376$1.54M0.05%-20013F-HRTimeline
Avantax Planning Partners, Inc.5,283$1.51M0.05%013F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP5,188$1.48M0.03%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
BNP PARIBASin group BNP PARIBAS5,175$1.47M0.01%+2,70313F-HRTimelineGroup
Smith Group Asset Management, LLC5,000$1.43M0.11%new13F-HRTimeline
E. Ohman J:or Asset Management AB5,000$1.43M0.03%+20013F-HRTimeline
Triangle Securities Wealth Management4,982$1.42M0.37%-15813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,981$1.42M0.01%+6713F-HRTimelineGroup
Pettee Investors, Inc.4,975$1.42M0.72%013F-HRTimeline
PINNACLE ASSOCIATES LTD4,943$1.41M0.02%-3,75213F-HRTimeline
UMB Bank, n.a.4,908$1.4M0.02%-23313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,902$1.4M<0.01%+1,64713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,865$1.39M0.01%+1,85313F-HRTimelineGroup
OMERS ADMINISTRATION Corp4,768$1.36M0.01%-1,09513F-HRTimeline
Generali Asset Management SPA SGR4,757$1.36M0.03%13F-HR/ATimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,719$1.35M0.01%-1213F-HRTimelineGroup
Elmwood Wealth Management, Inc.4,717$1.35M0.54%013F-HRTimeline
Penobscot Investment Management Company…4,688$1.34M0.12%013F-HRTimeline
MASSACHUSETTS FINANCIAL SERVICES CO /MA/in group MASSACHUSETTS FINANCIAL SERVI…4,686$1.34M<0.01%-58013F-HRTimelineGroup
Sierra Legacy Group4,678$1.34M1.23%13F-HRTimeline
Leibman Financial Services, Inc.4,660$1.33M0.97%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.4,654$1.33M1.17%13F-HRTimeline
Sequoia Financial Advisors, LLC4,642$1.33M0.01%+20913F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,626$1.32M<0.01%+1,31713F-HRTimelineGroup
Tempus Wealth Planning, LLC4,609$1.32M0.4%+8213F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding4,609$1.32M-1,016Timeline
AXXCESS WEALTH MANAGEMENT, LLC4,580$1.31M0.03%-17013F-HRTimeline
COURIER CAPITAL LLC4,553$1.3M0.09%-1,44313F-HRTimeline
Summit Asset Management, LLC4,544$1.3M0.23%+67013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC4,484$1.28M0.02%+13013F-HRTimelineGroup
DIVERSIFIED TRUST CO4,451$1.27M0.03%+40413F-HRTimeline
HB Wealth Management, LLC4,428$1.27M0.01%+39413F-HRTimeline
Beaumont Asset Management, L.L.C.4,376$1.25M0.72%-9413F-HRTimeline
Quantinno Capital Management LP4,240$1.21M0.01%+2,10313F-HRTimeline
&PARTNERS4,261$1.21M0.01%+1,13613F-HRTimeline
Bank Pictet & Cie (Europe) AG4,195$1.2M0.03%+3813F-HR/ATimeline
CHOREO, LLC4,066$1.16M0.02%-12213F-HRTimeline
Central Pacific Bank - Trust Division4,061$1.16M0.15%-31613F-HRTimeline
Crossmark Global Holdings, Inc.4,053$1.16M0.02%-1,29813F-HRTimeline
Koshinski Asset Management, Inc.4,051$1.16M0.1%+3413F-HRTimeline
Summit Financial, LLC4,043$1.16M0.04%-11513F-HRTimeline
Prospera Financial Services Inc4,027$1.15M0.03%-613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,990$1.14M0.09%+47013F-HRTimelineGroup
SPIREPOINT PRIVATE CLIENT, LLC3,951$1.13M0.14%-113F-HRTimeline
Empirical Finance, LLC3,924$1.12M0.06%-4413F-HRTimeline
Sigma Planning Corp3,902$1.12M0.04%-2013F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC3,900$1.11M0.31%+3,35013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,883$1.11M0.02%+74113F-HRTimeline
SIMPLEX TRADING, LLC3,865$1.1M0.03%+58313F-HRTimeline
OneDigital Investment Advisors LLC3,858$1.1M0.01%+12813F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co3,775$1.08M0.04%+3313F-HRTimelineGroup
FORA Capital, LLC3,772$1.08M0.12%-13,15013F-HRTimeline
BURNEY CO/3,717$1.06M0.04%+5713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,660$1.05M0.01%+6513F-HRTimeline
V-Square Quantitative Management LLC3,632$1.04M0.15%-513F-HRTimeline
OSTRUM ASSET MANAGEMENT3,615$1.03M0.09%+13613F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …3,613$1.03M<0.01%-15,74413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC3,613$1.03M0.02%+53513F-HRTimelineGroup
OFI INVEST ASSET MANAGEMENT3,730$1.03M0.02%13F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…3,580$1.02M0.01%-2,48913F-HRTimelineGroup
Uncommon Cents Investing LLC3,575$1.02M0.3%-16013F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,569$1.02M0.07%-4,95713F-HRTimeline
Bryce Point Capital, LLC3,518$1.01M0.29%13F-HRTimeline
SVB WEALTH LLC3,512$1M0.02%new13F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,464$990K0.23%-2413F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,443$984K<0.01%+1,15413F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP3,421$978K0.03%new13F-HRTimelineGroup
Connecticut Wealth Management, LLC3,407$974K0.05%+5513F-HRTimeline
Integrated Investment Consultants, LLC3,398$971K0.2%+22213F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,448$969K0.08%-932,73013F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.3,387$968K0.03%+17413F-HRTimelineGroup
Quantum Private Wealth, LLC3,375$965K0.31%+1013F-HRTimeline
Bleakley Financial Group, LLC3,353$958K0.03%+18213F-HRTimeline
Heritage Trust Co3,330$952K0.11%13F-HRTimeline
RWA WEALTH PARTNERS, LLC3,322$949K0.01%+1,03313F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,295$942K0.04%+5313F-HR/ATimeline
NewEdge Wealth, LLC3,289$940K0.02%-53413F-HRTimeline
Global Trust Asset Management, LLC3,284$939K0.36%+51213F-HRTimeline
Addison Capital Co3,274$936K0.37%+15913F-HRTimeline
PRIVATE TRUST CO NA3,203$915K0.09%-92813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,160$903K0.03%-6313F-HRTimelineGroup
Heritage Wealth Partners, LLC3,097$885K1.11%+2113F-HRTimeline
Integrated Advisors Network LLC3,092$884K0.04%-33213F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC3,081$881K0.01%+10513F-HRTimelineGroup
Advisory Services Network, LLC3,080$880K0.02%-1,74913F-HRTimeline
Morse Asset Management, Inc3,077$879K0.2%new13F-HRTimeline
Capital Asset Advisory Services LLC3,099$876K0.04%-19313F-HRTimeline
Caprock Group, LLC3,052$872K0.03%+13513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,047$871K<0.01%+56113F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC3,032$867K<0.01%-47,51013F-HRTimelineGroup
NWAM LLC3,017$862K0.05%+1,97313F-HRTimeline
Empowered Funds, LLC3,010$860K0.01%-3,92813F-HRTimeline
RBF Capital, LLC3,000$857K0.04%013F-HRTimeline
Wedmont Private Capital3,119$853K0.04%+2513F-HRTimeline
Rossmore Private Capital2,964$847K0.1%013F-HRTimeline
CLG LLC2,951$843K0.3%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,951$843K0.02%-3013F-HRTimeline
Wahed Invest LLC2,944$841K0.14%+16213F-HRTimeline
Western Wealth Management, LLC2,923$835K0.05%+5313F-HR/ATimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI2,913$833K0.02%+87813F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,900$829K0.31%013F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,886$824K<0.01%-9713F-HRTimelineGroup
WR Wealth Planners, LLC2,860$817K0.26%+42913F-HRTimeline
Alyeska Investment Group, L.P.in group Alyeska Investment Group, L.P.2,848$814K<0.01%-147,67413F-HRTimelineGroup
Perigon Wealth Management, LLC2,877$808K0.02%+9413F-HRTimeline
MONETTA FINANCIAL SERVICES INC2,800$800K0.64%new13F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,791$798K0.18%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,780$794K0.02%-2,07513F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO2,775$793K0.01%-23913F-HRTimeline
Fire Capital Management LLC2,771$792K0.59%13F-HRTimeline
Beaton Management Co. Inc.2,768$791K0.4%-5013F-HRTimeline
Stonebridge Capital Advisors LLC2,759$788K0.06%+1913F-HRTimeline
BOSTON FINANCIAL MANGEMENT LLC2,754$787K0.02%-3613F-HRTimeline
Merit Financial Group, LLC2,752$787K0.01%+93713F-HRTimeline
Wealthspire Advisors, LLC2,746$785K0.01%+10613F-HRTimeline
Mendel Money Management2,721$778K0.35%+4513F-HRTimeline
Agate Pass Investment Management, LLC2,705$773K0.35%new13F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,701$772K0.01%-1,12413F-HRTimeline
Supplemental Annuity Collective Trust o…2,700$772K0.23%013F-HRTimeline
Cascade Financial Partners, LLC2,680$766K0.1%-4013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,696$763K0.16%+113F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,650$757K0.3%013F-HRTimeline
Laird Norton Wetherby Wealth Management…2,624$750K0.04%-40313F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,612$746K0.01%-1,29313F-HRTimeline
Edge Capital Group, LLC2,611$746K0.04%+513F-HRTimeline
Moss Adams Wealth Advisors LLC2,610$746K0.08%+38213F-HRTimeline
MONECO ADVISORS, LLC2,603$744K0.08%+8613F-HR/ATimeline
Cyndeo Wealth Partners, LLC2,572$735K0.05%-913F-HRTimeline
Spectrum Asset Management, Inc. (NB/CA)2,562$732K0.33%013F-HRTimeline
Ninety One SA (Pty) Ltd2,546$728K0.16%013F-HRTimeline
SG Americas Securities, LLC2,535$724K<0.01%-2,86913F-HRTimeline
Janney Capital Management LLC2,531$723K0.05%013F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding2,518$720K+221Timeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC2,501$715K0.07%-11713F-HRTimelineGroup
Golden State Wealth Management, LLC2,500$714K0.11%13F-HRTimeline
AlphaCentric Advisors LLC2,500$714K0.71%+25013F-HRTimeline
IHT Wealth Management, LLC2,500$714K0.02%-46013F-HRTimeline
WEDBUSH SECURITIES INC2,500$714K0.03%+8113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,494$713K0.06%new13F-HR/ATimeline
SIGNATUREFD, LLC2,492$712K0.01%+12613F-HRTimeline
WASHINGTON TRUST Co2,476$708K0.03%+2013F-HRTimeline
Clearstead Advisors, LLC2,445$699K0.01%-5513F-HRTimeline
Bayesian Capital Management, LP2,421$692K0.08%+1,60613F-HRTimeline
Moran Wealth Management, LLC2,411$689K0.02%+6913F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,406$688K0.1%+16413F-HRTimeline
Waverly Advisors, LLC2,398$685K0.01%+1,47113F-HRTimeline
North Star Investment Management Corp.2,397$685K0.05%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,394$684K0.07%+27213F-HRTimeline
Acropolis Investment Management, LLC2,383$681K0.04%-6013F-HRTimeline
HM PAYSON & CO2,371$678K0.01%-76813F-HRTimeline
GAMMA Investing LLC2,347$671K0.06%+34713F-HRTimeline
Choate Investment Advisors2,344$670K0.02%+8213F-HRTimeline
World Investment Advisors2,343$670K0.02%new13F-HRTimeline
MCF Advisors LLC2,332$667K0.05%+1,14113F-HRTimeline
Coppell Advisory Solutions LLC2,294$655K0.09%013F-HRTimeline
CWM, LLCin group CWM, LLC2,269$648K<0.01%-12013F-HRTimelineGroup
Stiles Financial Services Inc2,252$643K0.23%+713F-HRTimeline
Baldwin Investment Management, LLC2,231$638K0.08%-23913F-HRTimeline
Mystic Asset Management, Inc.2,230$637K0.17%-15013F-HRTimeline