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Disclosery

ROK ROCKWELL AUTOMATION INC

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Stock (common), issuer CIK 1024478

1,145 managers (1,172 13F filers) reported a position in ROK shares at 2025-03-31, 91,957,759 shares in all. 98 filers opened a position and 142 filers sold out during the quarter.

Managers
1,145
13F filers
1,172
New
98
Added
396
Reduced
429
Sold out
142
Shares held by filers
91,957,759

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BENEDICT FINANCIAL ADVISORS INC7,031$1.82M0.42%-4913F-HRTimeline
CONNABLE OFFICE INC7,018$1.81M0.19%-3313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC6,988$1.81M0.02%+613F-HRTimeline
Knollwood Investment Advisory, LLC6,950$1.8M0.2%013F-HRTimeline
HARTFORD INVESTMENT MANAGEMENT CO6,880$1.78M0.06%-7213F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC6,824$1.76M0.03%+2,34013F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…6,802$1.76M0.05%013F-HRTimelineGroup
BOWEN HANES & CO INC6,735$1.74M0.05%-10013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding6,733$1.74M+503Timeline
Evelyn Partners Group Ltdgroup of 2 filers holding6,701$1.73M-600Timeline
Union Bancaire Privee, UBP SA6,719$1.72M0.03%-4,97213F-HRTimeline
Bayesian Capital Management, LP6,500$1.68M0.28%+4,07913F-HRTimeline
Richard C. Young & CO., LTD.6,491$1.68M0.18%-11713F-HRTimeline
Gulf International Bank (UK) Ltd6,468$1.67M0.06%-2,51313F-HRTimeline
MML INVESTORS SERVICES, LLC6,443$1.67M0.01%+4913F-HRTimeline
MANNING & NAPIER ADVISORS LLC6,401$1.65M0.02%-48413F-HRTimeline
OSTRUM ASSET MANAGEMENT6,324$1.63M0.09%+2,70913F-HRTimeline
WESBANCO BANK INC6,249$1.61M0.06%+27913F-HRTimeline
Allworth Financial LP6,429$1.6M0.01%-5713F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp6,175$1.59M0.22%013F-HRTimelineGroup
Pacer Advisors, Inc.6,114$1.58M<0.01%-3,38613F-HRTimeline
Louisiana State Employees Retirement Sy…6,100$1.58M0.03%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC6,018$1.55M0.05%013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC6,015$1.55M0.02%013F-HRTimeline
Vectors Research Management, LLC5,961$1.54M0.54%+8513F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS4,845$1.53M0.08%13F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,916$1.53M0.03%new13F-HRTimelineGroup
Alaethes Wealth, LLC5,821$1.5M0.55%+26213F-HRTimeline
Argent Trust Co5,808$1.5M0.06%-413F-HRTimeline
Terra Alpha Investments LLC5,806$1.5M1.63%+26213F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC5,786$1.5M0.08%new13F-HRTimelineGroup
HB Wealth Management, LLC5,763$1.49M0.01%+1,33513F-HRTimeline
IHT Wealth Management, LLC5,756$1.49M0.05%+3,25613F-HRTimeline
EVOKE WEALTH, LLC5,727$1.48M0.04%-16913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,703$1.47M0.01%-92813F-HR/ATimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …5,652$1.46M<0.01%+4313F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.5,647$1.46M0.09%-2013F-HRTimeline
SUMITOMO LIFE INSURANCE CO5,566$1.44M0.05%-2,56913F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS5,514$1.42M0.03%-8813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,477$1.42M0.02%-83013F-HRTimelineGroup
Journey Advisory Group, LLC5,425$1.4M0.11%-1,00013F-HRTimeline
Wealthspire Advisors, LLC5,406$1.4M0.01%+2,66013F-HRTimeline
DILLON & ASSOCIATES INC5,392$1.39M0.21%-2,91813F-HRTimeline
GREENLEAF TRUST5,381$1.39M0.01%-2413F-HRTimeline
Generali Asset Management SPA SGR5,368$1.39M0.03%+61113F-HRTimeline
Maryland State Retirement & Pension Sys…5,357$1.38M0.03%-76313F-HRTimeline
Aviance Capital Partners, LLC5,345$1.38M0.19%-5013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.5,310$1.37M0.02%-10213F-HRTimelineGroup
Avantax Planning Partners, Inc.5,275$1.36M0.05%-813F-HRTimeline
NEW MEXICO EDUCATIONAL RETIREMENT BOARD5,276$1.36M0.05%-10013F-HRTimeline
SG Americas Securities, LLC5,190$1.34M<0.01%+2,65513F-HRTimeline
DAVIS-REA LTD.5,150$1.33M0.35%new13F-HRTimeline
VCI Wealth Management LLC5,118$1.32M0.55%-95913F-HRTimeline
Summit Asset Management, LLC5,044$1.3M0.23%+50013F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…5,000$1.29M0.06%-50013F-HRTimelineGroup
Smith Group Asset Management, LLC5,000$1.29M0.1%013F-HRTimeline
E. Ohman J:or Asset Management AB5,000$1.29M0.03%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC4,976$1.29M0.03%+1,36313F-HRTimelineGroup
Triangle Securities Wealth Management4,972$1.28M0.33%-1013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Impax Asset Management Group plcin group Impax Asset Management Group …4,941$1.28M0.01%+1,32813F-HRTimelineGroup
Sierra Legacy Group4,936$1.28M1.16%+25813F-HRTimeline
Tempus Wealth Planning, LLC4,929$1.27M0.38%+32013F-HRTimeline
GAM Holding AGin group GAM Holding AG4,920$1.27M0.1%-3,79413F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC4,909$1.27M0.11%+2,41513F-HR/ATimeline
Ameritas Investment Partners, Inc.group of 2 filers holding4,831$1.27M-1,456Timeline
PINNACLE ASSOCIATES LTD4,876$1.26M0.02%-6713F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC4,876$1.26M0.01%-1,40213F-HRTimelineGroup
111 Capital4,871$1.26M0.24%new13F-HRTimeline
GARDA CAPITAL PARTNERS LP4,844$1.25M0.7%new13F-HRTimeline
UMB Bank, n.a.4,805$1.24M0.02%-10313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sequoia Financial Advisors, LLC4,725$1.22M0.01%+8313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP4,717$1.22M0.01%-213F-HRTimelineGroup
Penobscot Investment Management Company…4,688$1.21M0.11%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,663$1.2M0.01%-31813F-HRTimelineGroup
Leibman Financial Services, Inc.4,660$1.2M0.94%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,498$1.2M<0.01%-3913F-HRTimelineGroup
Elmwood Wealth Management, Inc.4,617$1.19M0.49%-10013F-HRTimeline
Bank Pictet & Cie (Europe) AG4,533$1.17M0.03%+33813F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…4,531$1.17M0.02%+3,66313F-HR/ATimelineGroup
COURIER CAPITAL LLC4,511$1.17M0.08%-4213F-HRTimeline
Beaumont Asset Management, L.L.C.4,470$1.15M0.7%+9413F-HRTimeline
OFI INVEST ASSET MANAGEMENT4,763$1.14M0.03%+1,03313F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP4,394$1.14M0.03%+97313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,382$1.13M0.04%+2,46613F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI4,339$1.12M0.03%+1,42613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC4,315$1.11M0.05%+32513F-HRTimelineGroup
&PARTNERS4,306$1.11M0.01%+4513F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.4,295$1.11M1.06%-35913F-HRTimeline
Agate Pass Investment Management, LLC4,280$1.11M0.47%+1,57513F-HRTimeline
OneDigital Investment Advisors LLC4,176$1.08M0.01%+31813F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…4,142$1.07M0.01%+56213F-HRTimelineGroup
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise4,103$1.06M0.05%13F-HRTimelineGroup
Koshinski Asset Management, Inc.4,097$1.06M0.09%+4613F-HRTimeline
OMERS ADMINISTRATION Corp4,093$1.06M0.01%-67513F-HRTimeline
Prospera Financial Services Inc4,066$1.05M0.02%+3913F-HRTimeline
CHOREO, LLC4,061$1.05M0.02%-513F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP4,051$1.05M0.14%new13F-HRTimeline
Empirical Finance, LLC4,034$1.04M0.06%+11013F-HRTimeline
Connective Portfolio Management, LLC4,000$1.03M3.49%new13F-HRTimeline
Crossmark Global Holdings, Inc.3,996$1.03M0.02%-5713F-HRTimeline
Sigma Planning Corp3,993$1.03M0.03%+9113F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC3,941$1.02M0.13%-1013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.3,921$1.01M<0.01%+47813F-HRTimelineGroup
PARADIGM ASSET MANAGEMENT CO LLC3,900$1.01M0.27%013F-HRTimeline
Summit Financial, LLC3,894$1.01M0.03%-14913F-HRTimeline
Central Pacific Bank - Trust Division3,830$990K0.14%-23113F-HRTimeline
DIVERSIFIED TRUST CO3,810$984K0.02%-64113F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co3,765$973K0.04%-1013F-HRTimelineGroup
CAXTON ASSOCIATES LLP3,740$966K0.03%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC3,738$966K0.02%-14513F-HRTimeline
TOKIO MARINE ASSET MANAGEMENT CO LTDin group TOKIO MARINE HOLDINGS, INC.3,707$958K0.03%+32013F-HRTimelineGroup
BURNEY CO/3,699$956K0.03%-1813F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,722$947K0.03%-4,31513F-HRTimelineGroup
V-Square Quantitative Management LLC3,639$940K0.14%+713F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.3,594$929K0.01%-6613F-HRTimeline
Vestmark Advisory Solutions, Inc.3,582$926K0.02%+2,10713F-HRTimeline
HighPoint Advisor Group LLC3,691$914K0.05%-1,87913F-HRTimeline
Baader Bank Aktiengesellschaft3,520$908K0.09%-2,79713F-HRTimeline
NewEdge Wealth, LLC3,500$904K0.02%+21113F-HRTimeline
Addison Capital Co3,475$898K0.35%+20113F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …3,464$895K0.21%013F-HRTimelineGroup
Private Wealth Asset Management, LLC3,425$885K0.13%13F-HRTimeline
CHILTON INVESTMENT CO INC.3,421$884K0.02%+2,57513F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd3,411$881K0.05%new13F-HRTimelineGroup
Integrated Investment Consultants, LLC3,396$877K0.17%-213F-HR/ATimeline
STEVENS CAPITAL MANAGEMENT LP3,390$876K0.22%new13F-HRTimeline
Quantum Private Wealth, LLC3,375$872K0.33%013F-HRTimeline
Heritage Trust Co3,330$860K0.1%013F-HRTimeline
Connecticut Wealth Management, LLC3,325$859K0.04%-8213F-HRTimeline
Uncommon Cents Investing LLC3,315$857K0.25%-26013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC3,295$851K0.04%013F-HR/ATimeline
PRIVATE TRUST CO NA3,238$837K0.09%+3513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,196$826K<0.01%+14913F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC3,195$826K0.01%-12713F-HRTimeline
B. Riley Wealth Advisors, Inc.3,188$824K0.03%+1,72913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,168$819K0.01%-9,76813F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS3,154$815K0.03%-613F-HRTimelineGroup
Investment Management Corp of Ontario3,154$815K0.02%new13F-HRTimeline
Integrated Advisors Network LLC3,151$814K0.04%+5913F-HRTimeline
Heritage Wealth Partners, LLC3,097$800K1.22%013F-HRTimeline
Stonebridge Capital Advisors LLC3,035$784K0.06%+27613F-HRTimeline
MassMutual Private Wealth & Trust, FSB3,031$783K0.02%+8013F-HRTimeline
RBF Capital, LLC3,000$775K0.05%013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC2,989$772K0.31%+8913F-HRTimeline
Wahed Invest LLC2,961$765K0.13%+1713F-HRTimeline
Clearstead Advisors, LLC2,955$763K0.01%+51013F-HRTimeline
Rossmore Private Capital2,954$763K0.09%-1013F-HRTimeline
CLG LLC2,952$763K0.26%+113F-HRTimeline
Aptus Capital Advisors, LLC2,922$755K0.01%+73413F-HRTimeline
Fire Capital Management LLC2,893$747K0.55%+12213F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC2,884$745K<0.01%-213F-HRTimelineGroup
Western Wealth Management, LLC2,880$744K0.05%-4313F-HRTimeline
NIXON PEABODY TRUST CO2,827$730K0.06%-8,71913F-HRTimeline
Wedmont Private Capital3,174$728K0.04%+5513F-HRTimeline
MONETTA FINANCIAL SERVICES INC2,800$723K0.64%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC2,791$721K0.17%013F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,780$718K0.02%013F-HRTimelineGroup
Perigon Wealth Management, LLC2,769$715K0.02%-10813F-HRTimeline
Beaton Management Co. Inc.2,768$715K0.37%013F-HRTimeline
Mendel Money Management2,767$715K0.34%+4613F-HRTimeline
Sovran Advisors, LLC3,072$714K0.09%+1,34313F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…2,757$713K0.02%new13F-HRTimelineGroup
GAMMA Investing LLC2,720$703K0.05%+37313F-HR/ATimeline
SCS Capital Management LLC2,710$700K0.01%new13F-HR/ATimeline
Moss Adams Wealth Advisors LLC2,708$700K0.07%+9813F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,702$698K0.01%+113F-HRTimeline
Supplemental Annuity Collective Trust o…2,700$698K0.22%013F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.2,695$696K0.01%+8313F-HRTimeline
WEDBUSH SECURITIES INC2,683$693K0.03%+18313F-HRTimeline
Golden State Wealth Management, LLC2,596$671K0.1%+9613F-HR/ATimeline
Atria Investments, Inc2,570$664K0.01%+40713F-HRTimeline
Cyndeo Wealth Partners, LLC2,536$655K0.04%-3613F-HRTimeline
Merit Financial Group, LLC2,533$654K0.01%-21913F-HRTimeline
Janney Capital Management LLC2,531$654K0.04%013F-HRTimeline
Finivi Inc.2,526$653K0.53%+31713F-HRTimeline
Strong Tower Advisory Services2,840$646K0.16%+85913F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC2,493$644K0.06%-813F-HR/ATimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC2,459$635K0.01%-62213F-HRTimelineGroup
LONGFELLOW INVESTMENT MANAGEMENT CO LLC2,448$633K0.15%new13F-HRTimeline
TOWNSQUARE CAPITAL LLC2,428$627K0.01%+48913F-HRTimeline
MONECO ADVISORS, LLC2,417$625K0.06%-18613F-HR/ATimeline
Advisory Services Network, LLC2,411$623K0.01%-66913F-HRTimeline
North Star Investment Management Corp.2,397$619K0.05%013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,394$619K0.01%-38113F-HRTimeline
Baldwin Investment Management, LLC2,386$616K0.07%+15513F-HRTimeline
Global Trust Asset Management, LLC2,384$616K0.38%-90013F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,699$614K0.14%+313F-HRTimeline
Choate Investment Advisors2,369$612K0.02%+2513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding2,357$609K-161Timeline
CWM, LLCin group CWM, LLC2,353$608K<0.01%+8413F-HRTimelineGroup
Acropolis Investment Management, LLC2,342$605K0.04%-4113F-HRTimeline
Burford Brothers, Inc.2,334$603K0.29%+59313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,328$602K0.06%-6613F-HRTimeline
One Capital Management, LLC2,315$598K0.02%new13F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,310$597K0.28%-34013F-HRTimeline
Vestcor Inc2,304$595K0.02%+37313F-HRTimeline
Farther Finance Advisors, LLC2,291$593K0.02%+1,26213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,285$590K0.08%-12113F-HRTimeline
Mutual Advisors, LLC2,367$588K0.02%+21213F-HRTimeline
MCF Advisors LLC2,271$587K0.04%-6113F-HRTimeline