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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
HOGE FINANCIAL SERVICES, LLC2,215$633K0.46%-1613F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC2,214$633K0.02%-613F-HRTimeline
Finivi Inc.2,209$631K0.5%new13F-HRTimeline
Aptus Capital Advisors, LLC2,188$625K0.01%+28813F-HRTimeline
Atria Investments, Inc2,163$618K0.01%+87413F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,149$614K0.01%-9513F-HRTimeline
Point72 (DIFC) Ltd2,147$614K0.06%-3,99913F-HRTimeline
Kingsview Wealth Management, LLC2,127$608K0.01%+2313F-HRTimeline
Mutual Advisors, LLC2,155$605K0.02%-13213F-HRTimeline
GLOBALT Investments LLC / GA2,118$605K0.02%013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL2,100$600K0.22%013F-HRTimeline
EVERETT HARRIS & CO /CA/2,100$600K0.01%+50013F-HRTimeline
NEVILLE RODIE & SHAW INC2,100$600K0.04%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,092$598K0.06%+5513F-HR/ATimeline
Davis Investment Partners, LLC2,185$597K0.25%-13013F-HRTimeline
Interchange Capital Partners, LLC2,084$596K0.22%-1013F-HRTimeline
WJ Wealth Management, LLC2,080$594K0.2%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,075$593K0.02%-3913F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…2,063$590K0.37%13F-HRTimeline
Advisors Capital Management, LLC2,045$584K0.01%+913F-HRTimeline
MTM Investment Management, LLC2,043$584K0.22%013F-HRTimeline
LRI Investments, LLC2,026$579K0.06%+613F-HRTimeline
Dakota Wealth Management2,019$577K0.01%-2613F-HRTimeline
PFG Investments, LLC2,013$575K0.04%-5813F-HRTimeline
IEQ CAPITAL, LLC2,003$572K0.01%-3,95313F-HRTimeline
HBK Sorce Advisory LLC2,002$572K0.02%-5813F-HRTimeline
Drake & Associates, LLC2,121$569K0.16%+1013F-HRTimeline
Ellenbecker Investment Group1,990$569K0.1%+513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,990$569K0.01%+1,07813F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,987$568K0.01%-2,35213F-HRTimelineGroup
Strong Tower Advisory Services1,981$566K0.15%+12213F-HRTimeline
Sound View Wealth Advisors Group, LLC1,980$566K0.05%-5,53713F-HRTimeline
Focus Financial Network, Inc.1,967$562K0.02%+9113F-HRTimeline
S.E.E.D. Planning Group LLC1,957$559K0.19%-513F-HRTimeline
KG Capital Management1,951$558K0.18%-39013F-HRTimeline
TOWNSQUARE CAPITAL LLC1,939$554K0.01%-16513F-HRTimeline
Claret Asset Management Corp1,933$552K0.09%013F-HRTimeline
Vestcor Inc1,931$552K0.02%-313F-HRTimeline
Capital Investment Advisors, LLC1,931$552K0.01%-8113F-HRTimeline
TigerOak Management, L.L.C.1,931$552K0.2%13F-HRTimeline
J.W. COLE ADVISORS, INC.1,916$548K0.02%+1813F-HRTimeline
Laurion Capital Management LP1,911$546K0.03%new13F-HRTimeline
Ballentine Partners, LLC1,907$545K0.01%+33013F-HRTimeline
Argent Advisors, Inc.1,900$543K0.2%013F-HRTimeline
Verity Asset Management, Inc.1,900$543K0.31%+21313F-HRTimeline
WHITTIER TRUST CO1,896$542K0.01%+3513F-HRTimeline
Wilmington Savings Fund Society, FSB1,893$541K0.01%+16313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.1,889$540K0.37%13F-HRTimeline
AssuredPartners Investment Advisors, LLC1,885$539K0.1%13F-HRTimeline
Octavia Wealth Advisors, LLC1,884$538K0.07%013F-HRTimeline
Pine Haven Investment Counsel, Inc1,883$538K0.44%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise1,850$534K0.01%13F-HRTimelineGroup
Moors & Cabot, Inc.1,865$533K0.03%-15813F-HRTimeline
MONTAG A & ASSOCIATES INC1,865$533K0.03%+1013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC1,863$532K0.01%013F-HRTimeline
Siemens Fonds Invest GmbH1,850$528K0.04%013F-HR/ATimeline
Beacon Pointe Advisors, LLC1,834$524K0.01%-9613F-HRTimeline
Stonegate Investment Group, LLC1,817$519K0.01%-91113F-HRTimeline
Frazier Financial Advisors, LLC1,818$519K0.41%-313F-HRTimeline
Marble Harbor Investment Counsel, LLC1,800$514K0.06%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,794$513K0.08%013F-HRTimeline
Snowden Capital Advisors LLC1,792$512K0.02%+913F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,766$505K0.02%-3513F-HRTimeline
FORTE CAPITAL LLC /ADV1,759$503K0.06%-1013F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,754$501K0.16%013F-HRTimeline
ANB BANK1,745$499K0.22%13F-HRTimeline
HOEY INVESTMENTS, INC1,744$498K0.08%-47913F-HRTimeline
Burford Brothers, Inc.1,741$498K0.24%new13F-HRTimeline
Cottage Street Advisors LLC1,713$489K0.25%-1913F-HRTimeline
Procyon Advisors, LLC1,709$489K0.03%+2413F-HRTimeline
Navalign, LLC1,707$488K0.14%+713F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,707$488K0.35%013F-HRTimeline
TRUST CO OF VERMONT1,701$486K0.02%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,691$483K0.03%-11413F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,680$481K0.07%013F-HRTimeline
Regency Capital Management Inc.\DE1,680$480K0.26%+8013F-HRTimeline
Sovran Advisors, LLC1,729$479K0.07%13F-HRTimeline
CAMBIAR INVESTORS LLC1,673$478K0.02%013F-HRTimeline
MUFG SECURITIES AMERICAS INC.1,667$476K0.06%13F-HRTimeline
1ST SOURCE BANK1,657$474K0.03%013F-HRTimeline
Claro Advisors Inc.1,655$473K0.06%-913F-HRTimeline
Taylor Financial Group, Inc.1,648$471K0.33%013F-HRTimeline
Symphony Financial, Ltd. Co.1,619$471K0.07%-2,35013F-HRTimeline
Trueblood Wealth Management, LLC1,637$468K0.23%013F-HRTimeline
Formidable Asset Management, LLC1,622$464K0.08%013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC1,619$463K0.18%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,600$457K0.14%013F-HRTimeline
Uniting Wealth Partners, LLC1,600$457K0.22%13F-HRTimeline
Annex Advisory Services, LLC1,594$455K0.01%-8713F-HRTimeline
Pure Financial Advisors, LLC1,584$453K0.01%-2413F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP1,580$452K0.04%new13F-HRTimeline
OSSIAM1,560$446K0.01%+1,29213F-HRTimeline
Horizon Investments, LLC1,551$443K0.01%+1213F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,528$437K0.06%013F-HRTimeline
Clearstead Trust, LLC1,526$436K0.09%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,525$436K0.01%+38213F-HRTimeline
Prestige Wealth Management Group LLC1,514$433K0.09%-213F-HR/ATimeline
Astoria Portfolio Advisors LLC.1,562$433K0.15%-10913F-HRTimeline
XML Financial, LLC1,507$431K0.04%013F-HRTimeline
Ceeto Capital Group, LLC1,500$429K0.16%013F-HRTimeline
Westside Investment Management, Inc.1,500$429K0.09%013F-HRTimeline
Marathon Strategic Advisors, LLC1,500$429K0.46%new13F-HRTimeline
FourThought Financial Partners, LLC1,488$426K0.04%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,488$425K0.05%-313F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,487$425K<0.01%+7713F-HRTimeline
Frank, Rimerman Advisors LLC1,479$423K0.03%+3213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,478$422K0.01%-45013F-HRTimelineGroup
Vestmark Advisory Solutions, Inc.1,475$422K0.01%new13F-HRTimeline
Parallel Advisors, LLC1,470$420K0.01%+10113F-HRTimeline
PATRON PARTNERS, LLC1,470$420K0.23%-1913F-HRTimeline
Checchi Capital Advisers, LLC1,468$420K0.03%-1813F-HRTimeline
Smartleaf Asset Management LLC1,467$419K0.04%+83213F-HRTimeline
Global Retirement Partners, LLC1,464$418K0.01%+28113F-HRTimeline
Basepoint Wealth LLC1,462$418K0.33%-1513F-HRTimeline
B. Riley Wealth Advisors, Inc.1,459$417K0.01%-18113F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,458$417K0.01%+20213F-HRTimeline
Cyrus J. Lawrence, LLC1,458$416K0.08%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,452$415K0.01%-5913F-HRTimeline
ProVise Management Group, LLC1,447$414K0.04%-17413F-HRTimeline
IFP Advisors, Inc1,427$413K0.01%-10813F-HRTimeline
Buttonwood Financial Advisors Inc.1,417$405K0.18%-1,04613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,416$405K0.03%-1213F-HRTimeline
North Ridge Wealth Advisors, Inc.1,410$403K0.28%013F-HRTimeline
KRAFT ASSET MANAGEMENT, LLC1,456$402K0.31%+413F-HRTimeline
Costello Asset Management, INC1,400$400K0.26%013F-HRTimeline
Gladstone Institutional Advisory LLC1,400$400K0.02%+2313F-HRTimeline
MainStreet Investment Advisors LLC1,396$399K0.06%-2813F-HRTimeline
Evercore Wealth Management, LLC1,377$394K0.01%013F-HRTimeline
West Wealth Group, LLC1,376$393K0.12%+513F-HRTimeline
MIDDLETON & CO INC/MA1,375$393K0.04%-10013F-HRTimeline
Compound Planning, Inc.1,372$392K0.02%+26213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,369$391K0.06%+1013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,366$391K0.29%013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA1,360$389K0.07%+113F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,354$387K0.01%013F-HRTimelineGroup
Alpha Wealth Funds, LLC1,354$387K0.4%13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC1,351$386K0.02%+3913F-HRTimeline
SYON CAPITAL LLC1,342$384K0.03%+34313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,340$383K0.04%-1913F-HRTimeline
Edgestream Partners, L.P.1,320$377K0.02%new13F-HRTimeline
Elios Financial Group Inc.1,318$377K0.18%+413F-HRTimeline
AE Wealth Management LLC1,312$375K<0.01%+14413F-HRTimeline
SeaCrest Wealth Management, LLC1,301$372K0.04%+35513F-HRTimeline
CULLINAN ASSOCIATES INC1,300$372K0.02%013F-HRTimeline
Valley Brook Capital Group, Inc.1,300$372K0.28%013F-HRTimeline
Q Fund Management (Hong Kong) Ltd1,300$372K0.39%13F-HRTimeline
Leonteq Securities AG1,296$370K0.04%-71213F-HRTimeline
GTS SECURITIES LLC1,295$370K0.02%-47013F-HRTimeline
SHELL ASSET MANAGEMENT CO1,284$367K0.02%-11813F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,263$361K0.05%-1913F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,257$359K0.03%-213F-HRTimeline
Sicart Associates LLC1,250$357K0.13%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,250$357K0Timeline
Centerpoint Advisors, LLC1,250$357K0.13%013F-HRTimeline
Valeo Financial Advisors, LLC1,230$352K0.01%-15513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,230$352K0.01%-2413F-HRTimelineGroup
Rehmann Capital Advisory Group1,227$351K0.02%+5213F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.1,225$350K0.02%+3013F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC1,223$350K0.26%013F-HRTimeline
Blue Trust, Inc.1,223$350K<0.01%+47913F-HR/ATimeline
FineMark National Bank & Trust1,220$349K0.01%-12713F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,216$348K0.02%-91313F-HRTimeline
Curi Capital, LLC1,215$347K0.01%-2,07413F-HRTimeline
Fort Point Capital Partners LLC1,215$347K0.04%-7313F-HRTimeline
MADDEN SECURITIES Corp1,215$347K0.14%013F-HRTimeline
Brooklyn Investment Group1,213$347K0.1%+40913F-HRTimeline
Tyche Wealth Partners LLC1,201$343K0.07%+113F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,200$343K0.09%013F-HRTimeline
Catalyst Funds Management Pty Ltd1,200$343K0.08%+80013F-HRTimeline
PROFUND ADVISORS LLC1,198$342K0.01%-18213F-HRTimeline
Safeguard Investment Advisory Group, LLC1,181$338K0.09%+213F-HRTimeline
Banco BTG Pactual S.A.1,200$337K0.08%new13F-HRTimeline
Keel Point, LLC1,176$336K0.03%+8413F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,176$336K0.06%-1813F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,174$336K<0.01%+17813F-HRTimelineGroup
Hardin Capital Partners, LLC1,170$334K0.2%013F-HRTimeline
FIRST COMMUNITY TRUST NA1,168$334K0.24%013F-HRTimeline
CAPITAL ADVISORS INC/OK1,163$332K0.01%-2013F-HRTimeline
Clarius Group, LLC1,159$331K0.02%-11713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,151$329K0.17%13F-HRTimeline
Mattson Financial Services, LLC1,224$329K0.1%+1,20013F-HRTimeline
Strategic Financial Concepts, LLC1,148$328K0.06%new13F-HR/ATimeline
Aurora Private Wealth, Inc.1,149$328K0.25%+513F-HRTimeline
Texas Capital Bank Wealth Management Se…1,144$327K0.03%013F-HRTimeline
HUB Investment Partners, LLC1,140$326K0.01%-8613F-HRTimeline
Cannon Financial Strategists, Inc.1,138$325K0.06%013F-HRTimeline
VICUS CAPITAL1,136$325K0.03%+413F-HRTimeline
Sonora Investment Management Group, LLC1,130$323K0.02%+11313F-HRTimeline
SevenBridge Financial Group, LLC1,063$323K0.06%-5913F-HRTimeline
Pacifica Partners Inc.1,149$323K0.14%013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC1,120$320K0.13%013F-HRTimeline
Summit X, LLC1,118$320K0.07%+213F-HRTimeline
Cedar Point Capital Partners, LLC1,116$319K0.22%+25513F-HRTimeline
Capital Investment Counsel, Inc1,090$312K0.05%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,084$310K0.01%-413F-HRTimelineGroup
REBALANCE, LLC1,083$309K0.02%013F-HRTimeline
Fortitude Advisory Group L.L.C.1,082$309K0.19%+4013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,074$307K<0.01%+7113F-HRTimelineGroup
1776 Wealth LLC1,068$305K0.14%013F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS1,063$304K<0.01%+29913F-HRTimeline