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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
Mystic Asset Management, Inc.2,230$576K0.15%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.2,222$574K0.09%new13F-HRTimeline
HM PAYSON & CO2,221$574K0.01%-15013F-HRTimeline
Moran Wealth Management, LLC2,219$573K0.02%-19213F-HRTimeline
HOGE FINANCIAL SERVICES, LLC2,202$569K0.4%-1313F-HRTimeline
Coppell Advisory Solutions LLC2,297$569K0.08%+313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO2,200$568K0.01%+5113F-HRTimeline
Waverly Advisors, LLC2,177$562K0.01%-22113F-HRTimeline
Perbak Capital Partners LLP2,136$552K0.41%new13F-HRTimeline
Stiles Financial Services Inc2,134$552K0.21%-11813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,131$551K<0.01%new13F-HRTimeline
Drake & Associates, LLC2,131$551K0.15%+1013F-HRTimeline
Cascade Financial Partners, LLC2,120$548K0.07%-56013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,115$546K0.02%+4013F-HRTimeline
NEVILLE RODIE & SHAW INC2,100$543K0.04%013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL2,100$543K0.2%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,092$541K0.05%013F-HR/ATimeline
Interchange Capital Partners, LLC2,084$538K0.15%013F-HRTimeline
WJ Wealth Management, LLC2,080$537K0.19%013F-HRTimeline
Capital Investment Advisors, LLC2,073$536K0.01%+14213F-HRTimeline
Kingsview Wealth Management, LLC2,049$529K0.01%-7813F-HRTimeline
Advisors Capital Management, LLC2,032$525K0.01%-1313F-HRTimeline
LRI Investments, LLC2,026$524K0.05%013F-HRTimeline
Valeo Financial Advisors, LLC2,022$522K0.01%+79213F-HRTimeline
Ellenbecker Investment Group2,012$520K0.09%+2213F-HRTimeline
MUFG SECURITIES AMERICAS INC.2,002$517K0.06%+33513F-HRTimeline
HBK Sorce Advisory LLC2,001$517K0.02%-113F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…1,983$512K0.36%-8013F-HRTimeline
PFG Investments, LLC1,965$508K0.03%-4813F-HRTimeline
SIGNATUREFD, LLC1,964$508K0.01%-52813F-HRTimeline
MTM Investment Management, LLC1,958$507K0.2%-8513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,938$501K0.01%+41313F-HRTimeline
Siemens Fonds Invest GmbH1,936$500K0.03%+8613F-HRTimeline
Argent Advisors, Inc.1,913$494K0.17%+1313F-HRTimeline
AssuredPartners Investment Advisors, LLC1,913$494K0.1%+2813F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,903$492K0.02%+1,13513F-HRTimeline
Verity Asset Management, Inc.1,900$491K0.2%013F-HRTimeline
S.E.E.D. Planning Group LLC1,900$491K0.17%-5713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,897$490K0.03%+86313F-HRTimelineGroup
TigerOak Management, L.L.C.1,894$489K0.19%-3713F-HRTimeline
Pine Haven Investment Counsel, Inc1,883$487K0.41%013F-HRTimeline
WHITTIER TRUST CO1,876$485K0.01%-2013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC1,878$484K<0.01%+1,31513F-HRTimelineGroup
Ballentine Partners, LLC1,873$484K0.01%-3413F-HRTimeline
Snowden Capital Advisors LLC1,870$483K0.02%+7813F-HRTimeline
MONTAG A & ASSOCIATES INC1,865$482K0.02%013F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC1,863$481K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,855$479K0.01%-3813F-HRTimeline
Stonegate Investment Group, LLC1,818$470K0.01%+113F-HRTimeline
Beacon Pointe Advisors, LLC1,817$469K0.01%-1713F-HRTimeline
IEQ CAPITAL, LLC1,812$468K<0.01%-19113F-HRTimeline
Dakota Wealth Management1,804$466K0.01%-21513F-HRTimeline
Focus Financial Network, Inc.1,802$466K0.02%-16513F-HRTimeline
Marble Harbor Investment Counsel, LLC1,800$465K0.05%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise1,734$465K0.01%-11613F-HRTimelineGroup
Davis Investment Partners, LLC1,985$463K0.21%-20013F-HRTimeline
Compound Planning, Inc.1,788$462K0.02%+41613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.1,771$458K<0.01%-21913F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,771$458K0.16%+1713F-HRTimeline
Sender Co & Partners, Inc.1,738$449K0.33%new13F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,734$448K0.07%-6013F-HRTimeline
AE Wealth Management LLC1,728$446K<0.01%+41613F-HRTimeline
Procyon Advisors, LLC1,722$445K0.03%+1313F-HRTimeline
Navalign, LLC1,715$443K0.13%+813F-HRTimeline
TRUST CO OF VERMONT1,711$442K0.02%+1013F-HRTimeline
World Investment Advisors1,710$442K0.01%-63313F-HRTimeline
Strategies Wealth Advisors, LLC1,708$441K0.05%new13F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,707$441K0.27%013F-HRTimeline
ANB BANK1,695$438K0.2%-5013F-HRTimeline
Frazier Financial Advisors, LLC1,693$437K0.34%-12513F-HRTimeline
Moors & Cabot, Inc.1,693$437K0.02%-17213F-HRTimeline
Cottage Street Advisors LLC1,692$437K0.22%-2113F-HRTimeline
FORTE CAPITAL LLC /ADV1,684$435K0.05%-7513F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,680$434K0.07%013F-HRTimeline
HOEY INVESTMENTS, INC1,671$432K0.09%-7313F-HRTimeline
BigSur Wealth Management LLC1,664$430K0.12%new13F-HRTimeline
Claro Advisors Inc.1,655$428K0.06%013F-HRTimeline
Taylor Financial Group, Inc.1,648$426K0.3%013F-HRTimeline
Pure Financial Advisors, LLC1,634$422K0.01%+5013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,629$421K0.03%-6213F-HRTimeline
Horizon Investments, LLC1,621$419K0.01%+7013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC1,619$418K0.17%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,616$417K0.04%-1,83213F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,610$416K0.14%+1013F-HRTimeline
HFM Investment Advisors, LLC1,610$416K0.2%13F-HRTimeline
Smartleaf Asset Management LLC1,608$416K0.04%+14113F-HRTimeline
XML Financial, LLC1,607$415K0.04%+10013F-HRTimeline
1ST SOURCE BANK1,601$414K0.02%-5613F-HRTimeline
West Tower Group, LLC1,600$413K1.09%new13F-HRTimeline
Uniting Wealth Partners, LLC1,600$413K0.21%013F-HRTimeline
KEYSTONE INVESTORS PTE LTD1,567$405K0.06%new13F-HRTimeline
GLOBALT Investments LLC / GA1,558$403K0.02%-56013F-HRTimeline
Trueblood Wealth Management, LLC1,518$392K0.18%-11913F-HRTimeline
Annex Advisory Services, LLC1,511$390K0.01%-8313F-HRTimeline
Clearstead Trust, LLC1,508$390K0.09%-1813F-HRTimeline
Ceeto Capital Group, LLC1,500$388K0.15%013F-HRTimeline
Westside Investment Management, Inc.1,500$388K0.08%013F-HRTimeline
Marathon Strategic Advisors, LLC1,500$388K0.42%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC1,488$384K0.01%-3,09213F-HRTimeline
Checchi Capital Advisers, LLC1,480$382K0.03%+1213F-HRTimeline
Parallel Advisors, LLC1,469$380K0.01%-113F-HRTimeline
OSSIAM1,467$379K0.01%-9313F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd1,464$378K0.19%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,458$377K0.01%+613F-HRTimeline
Astoria Portfolio Advisors LLC.1,562$375K0.13%013F-HRTimeline
AlphaCore Capital LLC1,448$374K0.03%new13F-HRTimeline
Schonfeld Strategic Advisors LLC1,433$370K<0.01%-94,10913F-HRTimeline
Frank, Rimerman Advisors LLC1,425$368K0.03%-5413F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,423$368K<0.01%-6413F-HRTimeline
Parkwoods Wealth Partners, LLC1,423$368K0.25%new13F-HRTimeline
FourThought Financial Partners, LLC1,422$367K0.04%-6613F-HRTimeline
PATRON PARTNERS, LLC1,418$366K0.2%-5213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,416$366K0.03%013F-HRTimeline
BRIGHTON JONES LLC1,416$366K0.01%+43313F-HRTimeline
North Ridge Wealth Advisors, Inc.1,410$364K0.24%013F-HRTimeline
IFP Advisors, Inc1,390$364K0.01%-3713F-HRTimeline
Costello Asset Management, INC1,400$362K0.15%013F-HRTimeline
West Wealth Group, LLC1,383$358K0.11%+713F-HRTimeline
SHELL ASSET MANAGEMENT CO1,383$357K0.02%+9913F-HRTimeline
Formidable Asset Management, LLC1,378$356K0.06%-24413F-HRTimeline
MIDDLETON & CO INC/MA1,375$355K0.04%013F-HRTimeline
SeaCrest Wealth Management, LLC1,371$354K0.04%+7013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,367$353K0.26%+113F-HRTimeline
Empirical Financial Services, LLC d.b.a…1,366$353K0.01%-4,75113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,363$352K0.01%-11513F-HRTimelineGroup
Evercore Wealth Management, LLC1,363$352K0.01%-1413F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA1,360$351K0.07%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,351$349K0.05%-1813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,350$349K0.01%+35013F-HRTimelineGroup
ProVise Management Group, LLC1,347$348K0.03%-10013F-HRTimeline
Rehmann Capital Advisory Group1,332$344K0.02%+10513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,329$343K0.05%-19913F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,325$342K0.03%-1513F-HRTimeline
Elios Financial Group Inc.1,322$342K0.17%+413F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,314$340K0.01%-4013F-HRTimelineGroup
Maven Securities LTDin group Maven Securities LTD1,302$336K0.07%new13F-HRTimelineGroup
Versor Investments LP1,302$336K0.05%new13F-HRTimeline
Inscription Capital, LLC1,153$336K0.06%13F-HRTimeline
CULLINAN ASSOCIATES INC1,300$336K0.02%013F-HRTimeline
Valley Brook Capital Group, Inc.1,300$336K0.26%013F-HRTimeline
Gladstone Institutional Advisory LLC1,273$329K0.02%-12713F-HRTimeline
CAMBIAR INVESTORS LLC1,273$329K0.01%-40013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,263$326K0.04%013F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC1,261$326K<0.01%-19713F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,257$325K0.03%013F-HRTimeline
Centerpoint Advisors, LLC1,250$323K0.12%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,250$323K0Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,244$321K0.01%-52213F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC1,230$318K0.01%-98413F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,230$318K0.01%013F-HRTimelineGroup
Buttonwood Financial Advisors Inc.1,230$318K0.14%-18713F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC1,223$316K0.26%013F-HRTimeline
MADDEN SECURITIES Corp1,215$314K0.12%013F-HRTimeline
Blue Trust, Inc.1,201$310K<0.01%-2213F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC1,200$310K0.07%013F-HRTimeline
Tyche Wealth Partners LLC1,200$310K0.07%-113F-HRTimeline
Mattson Financial Services, LLC1,200$310K0.09%-2413F-HRTimeline
Clarius Group, LLC1,185$306K0.02%+2613F-HRTimeline
Safeguard Investment Advisory Group, LLC1,182$305K0.08%+113F-HRTimeline
CAPITAL ADVISORS INC/OK1,180$305K0.01%+1713F-HRTimeline
Legacy Advisors, LLC1,178$304K0.03%+28913F-HRTimeline
Sicart Associates LLC1,175$304K0.1%-7513F-HRTimeline
MBB PUBLIC MARKETS I LLC1,170$302K0.03%new13F-HR/ATimeline
Hardin Capital Partners, LLC1,170$302K0.19%013F-HRTimeline
Brooklyn Investment Group1,169$302K0.07%-4413F-HRTimeline
FIRST COMMUNITY TRUST NA1,168$302K0.26%013F-HRTimeline
HUB Investment Partners, LLC1,165$301K0.01%+2513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,161$300K0.01%+7713F-HRTimelineGroup
Aurora Private Wealth, Inc.1,150$297K0.24%+113F-HR/ATimeline
PROFUND ADVISORS LLC1,146$296K0.01%-5213F-HRTimeline
Texas Capital Bank Wealth Management Se…1,145$296K0.03%+113F-HRTimeline
Cannon Financial Strategists, Inc.1,138$294K0.05%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,134$293K0.01%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,130$292K0.05%-4613F-HRTimelineGroup
Jacobi Capital Management LLC1,127$291K0.02%+7113F-HRTimeline
Welch & Forbes LLC1,120$289K<0.01%+27713F-HRTimeline
Cedar Point Capital Partners, LLC1,119$289K0.19%+313F-HRTimeline
MainStreet Investment Advisors LLC1,119$289K0.04%-27713F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC1,120$289K0.13%013F-HRTimeline
Summit X, LLC1,117$289K0.06%-113F-HRTimeline
Keel Point, LLC1,111$287K0.02%-6513F-HRTimeline
Strategic Financial Concepts, LLC1,111$287K0.05%-3713F-HRTimeline
Maple Capital Management, Inc.1,103$285K0.02%+35313F-HRTimeline
Fort Point Capital Partners LLC1,102$285K0.03%-11313F-HRTimeline
Confluence Wealth Services, Inc.1,187$285K0.02%new13F-HRTimeline
Kelly Financial Services LLC1,096$283K0.1%+4613F-HRTimeline
BOKF, NAin group BOKF, NA1,093$282K<0.01%+3613F-HRTimelineGroup
REBALANCE, LLC1,083$280K0.02%013F-HRTimeline
Capital Investment Counsel, Inc1,080$279K0.04%-1013F-HRTimeline
VICUS CAPITAL1,068$276K0.03%-6813F-HRTimeline
Live Oak Private Wealth LLC1,068$276K0.04%+1813F-HRTimeline
Pacifica Partners Inc.1,149$275K0.13%013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co1,058$273K0.02%+25413F-HRTimeline
Plancorp, LLC1,054$272K0.01%+513F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,048$272K<0.01%new13F-HRTimelineGroup
Grange Capital, LLC1,050$271K0.32%013F-HRTimeline
Carnegie Lake Advisors LLC1,048$271K0.11%013F-HRTimeline
Belmont Capital, LLC1,042$269K0.05%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.1,038$268K0.14%-11313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,032$267K<0.01%-4213F-HRTimelineGroup