Skip to content
Disclosery

ROK ROCKWELL AUTOMATION INC

Follow

Stock (common), issuer CIK 1024478

1,507 managers (1,546 13F filers) reported a position in ROK shares at 2026-06-30, 99,104,341 shares in all. 210 filers opened a position and 93 filers sold out during the quarter.

Managers
1,507
13F filers
1,546
New
210
Added
577
Reduced
443
Sold out
93
Shares held by filers
99,104,341

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Wedmont Private Capital3,101$1.46M0.04%+12013F-HRTimeline
MONECO ADVISORS, LLC2,949$1.46M0.09%+1113F-HRTimeline
Capital Asset Advisory Services LLC2,937$1.45M0.05%013F-HRTimeline
Finivi Inc.2,935$1.45M0.75%+3013F-HRTimeline
CLG LLC2,917$1.44M0.32%-913F-HRTimeline
Farther Finance Advisors, LLC2,917$1.44M0.01%-8513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,895$1.43M0.02%-14013F-HRTimeline
denkapparat Operations GmbH2,876$1.42M0.47%+37813F-HRTimeline
BURNEY CO/2,875$1.42M0.04%+9113F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,861$1.42M0.05%+7113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC2,855$1.41M<0.01%+1,19513F-HRTimelineGroup
Global Retirement Partners, LLC2,850$1.41M0.02%13F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…2,846$1.41M0.44%+613F-HRTimelineGroup
Cyndeo Wealth Partners, LLC2,836$1.4M0.07%-2313F-HRTimeline
Snowden Capital Advisors LLC2,828$1.4M0.03%-63213F-HRTimeline
Capital Investment Advisors, LLC2,814$1.39M0.02%+2213F-HRTimeline
MONETTA FINANCIAL SERVICES INC2,800$1.39M0.93%013F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC2,993$1.38M0.05%-10113F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP2,788$1.38M0.09%+1,57713F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,780$1.38M0.03%013F-HRTimelineGroup
Rossmore Private Capital2,778$1.38M0.11%-11413F-HRTimeline
Beaton Management Co. Inc.2,768$1.37M0.56%013F-HRTimeline
Choate Investment Advisors2,766$1.37M0.02%013F-HRTimeline
Metis Global Partners, LLC2,691$1.33M0.03%-1,51213F-HRTimeline
Wahed Invest LLC2,673$1.32M0.14%-17913F-HRTimeline
Circle Wealth Management, LLC2,662$1.32M0.02%+1,16913F-HRTimeline
Siemens Fonds Invest GmbH2,662$1.32M0.06%+4013F-HRTimeline
Acropolis Investment Management, LLC2,656$1.32M0.05%-2513F-HR/ATimeline
EVERMAY WEALTH MANAGEMENT LLC2,649$1.31M0.14%+1,05213F-HRTimeline
UMB Bank, n.a.2,647$1.31M0.02%-913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Generali Asset Management SPA SGR2,633$1.3M0.02%-3,05413F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,627$1.3M0.32%+1,00213F-HRTimelineGroup
Quantum Private Wealth, LLC2,621$1.3M0.33%-6913F-HRTimeline
Interchange Capital Partners, LLC2,602$1.29M0.24%+39413F-HRTimeline
Integrated Advisors Network LLC2,580$1.28M0.06%-813F-HRTimeline
Decatur Capital Management, Inc.2,574$1.27M0.43%new13F-HRTimeline
Moss Adams Wealth Advisors LLC2,535$1.26M0.08%+913F-HRTimeline
Advisors Capital Management, LLC2,531$1.25M0.01%+10113F-HRTimeline
Crestwood Advisors Group, LLC2,514$1.24M0.02%+73913F-HRTimeline
BOURGEON CAPITAL MANAGEMENT LLC2,503$1.24M0.19%+75113F-HRTimeline
Golden State Wealth Management, LLC2,501$1.24M0.11%013F-HRTimeline
Caption Management, LLC2,500$1.24M0.04%new13F-HRTimeline
Campbell & CO Investment Adviser LLC2,485$1.23M0.06%-1,03413F-HRTimeline
SYON CAPITAL LLC2,467$1.22M0.05%+35213F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,641$1.22M0.18%+113F-HRTimeline
Stonebridge Capital Advisors LLC2,450$1.21M0.08%013F-HRTimeline
Moors & Cabot, Inc.2,433$1.2M0.05%-1013F-HRTimeline
WHITTIER TRUST CO2,478$1.2M0.01%+1813F-HRTimeline
Ceeto Capital Group, LLC2,400$1.19M0.32%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp2,383$1.18M0.03%+1,00013F-HRTimelineGroup
Coppell Advisory Solutions LLC4,769$1.18M0.13%new13F-HRTimeline
Western Wealth Management, LLC2,377$1.18M0.04%+413F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC2,374$1.18M0.02%+1313F-HRTimelineGroup
Mystic Asset Management, Inc.2,373$1.17M0.25%013F-HRTimeline
SCS Capital Management LLC2,355$1.17M0.01%+613F-HRTimeline
SIGNATUREFD, LLC2,354$1.17M0.02%+31313F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC2,350$1.16M0.14%+1,50013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC2,410$1.16M0.04%013F-HRTimeline
PFG Investments, LLC2,348$1.16M0.05%-22713F-HRTimeline
Drake & Associates, LLC2,345$1.16M0.2%+18213F-HRTimeline
Mendel Money Management2,332$1.15M0.42%-30013F-HRTimeline
Compound Planning, Inc.2,317$1.15M0.03%+2713F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,314$1.15M0.03%-30713F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC2,311$1.14M0.09%013F-HRTimelineGroup
Investors Towarzystwo Funduszy Inwestyc…2,310$1.14M0.38%013F-HRTimeline
Vestcor Inc2,290$1.13M0.03%013F-HRTimeline
Qtron Investments LLC2,269$1.12M0.15%013F-HRTimeline
Torrey-Payne Wealth Management, LLC2,264$1.12M0.92%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,258$1.12M0.03%+16513F-HRTimeline
BRIGHTON JONES LLC2,253$1.12M0.02%+5813F-HRTimeline
Marble Wealth, LLC2,245$1.11M0.17%-2713F-HRTimeline
NewEdge Wealth, LLC2,234$1.11M0.01%-16613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,226$1.1M0.01%013F-HRTimeline
Aaron Wealth Advisors LLC2,216$1.1M0.06%+62313F-HRTimeline
HOGE FINANCIAL SERVICES, LLC2,215$1.1M0.53%+313F-HRTimeline
Chicago Partners Investment Group LLC2,378$1.1M0.02%+83313F-HRTimeline
LRI Investments, LLC2,211$1.09M0.09%+20513F-HRTimeline
North Star Investment Management Corp.2,210$1.09M0.06%+4113F-HRTimeline
EQUITABLE TRUST CO2,196$1.09M0.05%+3413F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC2,181$1.08M0.01%-2613F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,180$1.08M0.06%+1,42413F-HRTimeline
AlphaCore Capital LLC2,166$1.07M0.02%+81113F-HRTimeline
NVWM, LLC2,149$1.06M0.21%+2,14813F-HRTimeline
Ballentine Partners, LLC2,138$1.06M0.01%+19113F-HRTimeline
Strategic Blueprint, LLC2,131$1.06M0.05%+19413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,102$1.04M0.02%-1,21313F-HRTimeline
NEVILLE RODIE & SHAW INC2,100$1.04M0.07%013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL2,100$1.04M0.4%013F-HRTimeline
Valeo Financial Advisors, LLC2,097$1.04M0.02%+31013F-HRTimeline
BankChampaign, National Association2,093$1.04M0.8%+11413F-HRTimeline
STABLEFORD CAPITAL II LLC2,050$1.01M0.35%-4413F-HRTimeline
Wallace Hart LLC2,047$1.01M0.63%+14913F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,042$1.01M0.03%+12713F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…2,034$1.01M0.68%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,031$1.01M0.04%+15213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,022$1M0.01%013F-HRTimeline
Hamrick Investment Counsel, llc2,018$999K0.66%-5113F-HRTimeline
AlphaCentric Advisors LLC2,000$990K0.84%013F-HRTimeline
Argent Advisors, Inc.1,982$981K0.25%013F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI1,972$976K0.02%+1,14113F-HRTimeline
Cascade Financial Partners, LLC1,971$976K0.08%+613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,962$971K0.05%-10513F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,955$968K0.05%-2313F-HRTimeline
Stiles Financial Services Inc1,913$947K0.24%-7213F-HRTimeline
Covestor Ltd1,899$940K0.54%+1,78513F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,886$934K0.08%+84313F-HRTimelineGroup
Frec Markets, Inc.in group Frec Markets, Inc.1,885$933K0.08%+1,09913F-HRTimelineGroup
TigerOak Management, L.L.C.1,884$933K0.26%-213F-HRTimeline
Pine Haven Investment Counsel, Inc1,883$932K0.63%013F-HRTimeline
TCW GROUP INCin group TCW GROUP INC1,873$927K0.01%+313F-HRTimelineGroup
MTM Investment Management, LLC1,869$925K0.26%+1113F-HRTimeline
Annex Advisory Services, LLC1,861$922K0.02%+53113F-HRTimeline
Aprio Wealth Management, LLC1,831$907K0.04%+3013F-HRTimeline
Focus Financial Network, Inc.1,806$894K0.03%+3213F-HRTimeline
IFP Advisors, Inc1,801$892K0.02%-26913F-HRTimeline
LMR Partners LLPin group LMR Partners LLP1,790$886K0.01%+34013F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,777$880K0.21%-213F-HRTimeline
Advisory Solutions Group, LLC1,751$867K0.3%13F-HRTimeline
Northwest & Ethical Investments L.P.1,739$861K0.02%-1,36913F-HRTimeline
Brown Financial Advisors1,730$856K0.3%-31713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP1,727$855K0.01%-30813F-HRTimelineGroup
Global Assets Advisory, LLC1,751$851K0.19%+5713F-HRTimeline
OpenArc Corporate Advisory, LLC1,717$850K0.01%+49013F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,707$845K0.32%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,704$844K0.02%-17013F-HRTimeline
Parallel Advisors, LLC1,701$843K0.01%+17213F-HRTimeline
Claro Advisors Inc.1,695$839K0.09%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.1,687$835K0.01%-4713F-HRTimeline
Mediolanum International Funds Ltd1,731$835K0.01%new13F-HRTimeline
Davis Investment Partners, LLC1,685$834K0.25%-10013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,684$834K0.11%013F-HRTimeline
Strategies Wealth Advisors, LLC1,666$825K0.07%-113F-HRTimeline
BigSur Wealth Management LLC1,664$824K0.2%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC1,662$823K0.23%013F-HRTimeline
Frazier Financial Advisors, LLC1,662$823K0.42%-5313F-HRTimeline
Uniting Wealth Partners, LLC1,658$821K0.17%013F-HRTimeline
Marble Harbor Investment Counsel, LLC1,650$817K0.08%-10013F-HRTimeline
Taylor Financial Group, Inc.1,648$816K0.45%013F-HRTimeline
Ellenbecker Investment Group1,636$810K0.09%013F-HRTimeline
GLOBEFLEX CAPITAL L P1,635$809K0.1%013F-HRTimeline
HFM Investment Advisors, LLC1,616$800K0.28%+513F-HRTimeline
GLOBALT Investments LLC / GA1,612$798K0.03%-5013F-HRTimeline
Westside Investment Management, Inc.1,605$795K0.1%013F-HRTimeline
Fiduciary Alliance LLC1,603$794K0.05%+9413F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,600$792K0.16%013F-HRTimeline
Catalyst Funds Management Pty Ltd1,600$792K0.04%new13F-HRTimeline
McMillan Office, Inc.1,600$792K0.09%013F-HRTimeline
Belpointe Asset Management LLC1,592$789K0.03%+4513F-HRTimeline
Savvy Advisors, Inc.1,583$784K0.02%+10813F-HRTimeline
Cornerstone Wealth Group, LLC1,581$783K0.05%+19513F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV1,576$780K0.41%+7613F-HRTimeline
Evercore Wealth Management, LLC1,563$774K0.01%013F-HRTimeline
Prairie Wealth Advisors, Inc.0$773K0.18%new13F-HRTimelineAmount filed as zero, left out of ratios.
Sovran Advisors, LLC1,616$762K0.06%-58213F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/1,529$757K0.41%+10313F-HRTimeline
Inscription Capital, LLC1,526$755K0.07%+33813F-HRTimeline
Asset Advisory Group, Inc.1,523$754K0.33%013F-HRTimeline
GSA CAPITAL PARTNERS LLP1,518$752K0.05%new13F-HRTimeline
Symphony Financial, Ltd. Co.1,546$746K0.08%+24813F-HRTimeline
Drucker Wealth 3.0, LLC1,501$743K0.12%+1413F-HRTimeline
Empirical Asset Management, LLC1,501$743K0.17%new13F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …1,499$742K<0.01%-2513F-HRTimelineGroup
Verdence Capital Advisors LLC1,497$741K0.04%-4913F-HRTimeline
ANB BANK1,493$739K0.28%-6113F-HRTimeline
1ST SOURCE BANK1,490$738K0.03%-1013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,491$737K0.08%013F-HRTimeline
Cottage Street Advisors LLC1,488$737K0.28%-5413F-HRTimeline
XML Financial, LLC1,488$737K0.05%-10013F-HRTimeline
Bridgewater Advisors Inc.1,528$735K0.04%+1,05713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,483$735K0.04%+3613F-HRTimeline
Clearstead Trust, LLC1,464$725K0.09%013F-HRTimeline
Trueblood Wealth Management, LLC1,456$721K0.25%013F-HRTimeline
Parkwoods Wealth Partners, LLC1,456$721K0.12%+713F-HRTimeline
MGO ONE SEVEN LLC1,451$718K0.01%+13013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,443$714K0.02%+1613F-HRTimelineGroup
Kingsview Wealth Management, LLC1,442$714K0.01%-50713F-HRTimeline
Autumn Glory Partners, LLC1,437$711K0.2%+113F-HRTimeline
Community Financial Services Group, LLC1,458$704K0.1%013F-HRTimeline
Odyssean, LLC1,418$702K0.11%new13F-HRTimeline
OLD NATIONAL BANCORP /IN/1,417$702K0.01%+3613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,414$700K0.01%+14213F-HRTimeline
Impact Partnership Wealth, LLC1,412$699K0.07%+25613F-HRTimeline
Costello Asset Management, INC1,409$698K0.21%+913F-HRTimeline
Retirement Planning Group, LLC1,401$694K0.02%new13F-HRTimeline
Premier Path Wealth Partners, LLC1,398$692K0.08%+13813F-HRTimeline
Checchi Capital Advisers, LLC1,397$692K0.04%+113F-HRTimeline
Sowell Financial Services LLC1,392$689K0.02%-4413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.1,392$689K0.03%+66113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,379$683K0.22%+2113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,378$682K+190Timeline
Astoria Portfolio Advisors LLC.1,363$675K0.11%013F-HRTimeline
B. Riley Wealth Advisors, Inc.1,396$673K0.04%-2213F-HRTimeline
Frank, Rimerman Advisors LLC1,357$672K0.04%+1913F-HRTimeline
HOEY INVESTMENTS, INC1,354$670K0.09%-2013F-HRTimeline
DILLON & ASSOCIATES INC1,353$670K0.08%+3813F-HRTimeline
Simplicity Wealth,LLC1,347$667K0.02%+16813F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,347$667K0.38%013F-HRTimeline
Rehmann Capital Advisory Group1,346$666K0.03%-213F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA1,342$664K0.11%-1513F-HRTimeline
Capstone Capital Management Ltd1,339$663K0.3%new13F-HRTimeline