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Disclosery

ROK ROCKWELL AUTOMATION INC

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Stock (common), issuer CIK 1024478

1,389 managers (1,421 13F filers) reported a position in ROK shares at 2025-12-31, 95,380,163 shares in all. 152 filers opened a position and 80 filers sold out during the quarter.

Managers
1,389
13F filers
1,421
New
152
Added
473
Reduced
441
Sold out
80
Shares held by filers
95,380,163

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Perigon Wealth Management, LLC3,013$1.17M0.02%+13613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,008$1.17M0.02%+94413F-HRTimeline
TRUST CO OF VERMONT3,007$1.17M0.05%+1,21013F-HRTimeline
RBF Capital, LLC3,000$1.17M0.05%013F-HR/ATimeline
Bank Pictet & Cie (Europe) AG2,985$1.16M0.02%-91413F-HRTimeline
Fire Capital Management LLC2,984$1.16M0.58%-19213F-HRTimeline
Wahed Invest LLC2,978$1.16M0.15%-11713F-HRTimeline
Rossmore Private Capital2,968$1.15M0.1%013F-HRTimeline
CLG LLC2,932$1.14M0.28%-913F-HRTimeline
Capital Investment Advisors, LLC2,888$1.12M0.02%+60513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …2,874$1.12M0.02%+1,66713F-HRTimelineGroup
Farther Finance Advisors, LLC2,867$1.12M0.01%+32813F-HRTimeline
Stonebridge Capital Advisors LLC2,860$1.11M0.08%-17513F-HRTimeline
Sovran Advisors, LLC2,640$1.11M0.09%-46413F-HRTimeline
MONECO ADVISORS, LLC2,836$1.1M0.09%+42913F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC2,621$1.1M0.03%-53513F-HRTimeline
MONETTA FINANCIAL SERVICES INC2,800$1.09M0.78%013F-HRTimeline
V-Square Quantitative Management LLC2,784$1.08M0.11%new13F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,780$1.08M0.02%013F-HRTimelineGroup
Procyon Advisors, LLC2,779$1.08M0.05%+93713F-HRTimeline
Integrated Advisors Network LLC2,774$1.08M0.05%-15213F-HRTimeline
Quantum Private Wealth, LLC2,773$1.08M0.32%-913F-HRTimeline
Beaton Management Co. Inc.2,768$1.08M0.47%013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC2,767$1.08M0.01%+26913F-HRTimelineGroup
Choate Investment Advisors2,761$1.07M0.02%+41813F-HRTimeline
Acropolis Investment Management, LLC2,758$1.07M0.05%+36213F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,758$1.07M0.03%-1713F-HRTimeline
UMB Bank, n.a.2,726$1.06M0.01%+13113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FINANCIAL MANAGEMENT NETWORK INC2,639$1.05M0.17%-8813F-HRTimeline
Supplemental Annuity Collective Trust o…2,700$1.05M0.27%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC2,687$1.05M0.05%new13F-HRTimeline
Valeo Financial Advisors, LLC2,669$1.04M0.02%+15013F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,661$1.04M0.03%+1,62113F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,636$1.03M0.04%+1,65413F-HRTimelineGroup
Mendel Money Management2,627$1.02M0.43%-10013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC2,620$1.02M0.27%+9613F-HRTimelineGroup
Hillsdale Investment Management Inc.2,620$1.02M0.03%-3013F-HRTimeline
Siemens Fonds Invest GmbH2,583$1.02M0.05%+39813F-HRTimeline
Cyndeo Wealth Partners, LLC2,605$1.01M0.05%-513F-HRTimeline
Moss Adams Wealth Advisors LLC2,559$996K0.07%+4613F-HRTimeline
Finivi Inc.2,531$985K0.57%-17513F-HRTimeline
Golden State Wealth Management, LLC2,501$973K0.1%-9513F-HRTimeline
WHITTIER TRUST CO2,345$969K0.01%-11113F-HRTimeline
Western Wealth Management, LLC2,491$969K0.04%-9013F-HRTimeline
Meiji Yasuda Asset Management Co Ltd.in group Meiji Yasuda Life Insurance Co2,487$968K0.05%-43113F-HRTimelineGroup
Marble Wealth, LLC2,455$955K0.13%13F-HRTimeline
Torrey-Payne Wealth Management, LLC2,264$952K0.85%13F-HRTimeline
Kintegral Advisory, LLCin group Kintegral Advisory, LLC2,413$939K0.08%-6613F-HRTimelineGroup
Compound Planning, Inc.2,409$937K0.03%+18913F-HRTimeline
North Star Investment Management Corp.2,408$937K0.06%+1013F-HRTimeline
Ceeto Capital Group, LLC2,400$934K0.27%013F-HRTimeline
Aaron Wealth Advisors LLC2,390$930K0.05%+1,78213F-HRTimeline
Interchange Capital Partners, LLC2,386$928K0.17%-6213F-HRTimeline
Callan Family Office, LLC2,378$925K0.02%+60013F-HRTimeline
Mystic Asset Management, Inc.2,373$923K0.21%-1013F-HRTimeline
SCS Capital Management LLC2,349$914K0.01%013F-HRTimeline
Coppell Advisory Solutions LLC2,310$909K0.09%+1313F-HRTimeline
CONGRESS ASSET MANAGEMENT CO2,322$903K0.01%013F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,310$899K0.34%013F-HRTimeline
Smartleaf Asset Management LLC2,264$891K0.03%+32313F-HRTimeline
Vestcor Inc2,290$891K0.03%013F-HRTimeline
Arax Advisory Partners2,284$889K0.03%-1,81613F-HRTimeline
Qtron Investments LLC2,267$882K0.11%013F-HRTimeline
Mutual Advisors, LLC2,259$879K0.02%-2013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,222$865K0.01%013F-HRTimeline
HOGE FINANCIAL SERVICES, LLC2,202$857K0.46%+913F-HRTimeline
SYON CAPITAL LLC2,196$854K0.04%+53113F-HRTimeline
Advisors Capital Management, LLC2,171$845K0.01%+10913F-HRTimeline
EQUITABLE TRUST CO2,162$841K0.04%-43613F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …2,160$840K<0.01%+63613F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,155$838K0.05%+88213F-HRTimelineGroup
Drake & Associates, LLC2,155$838K0.17%+813F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC2,131$829K0.01%013F-HRTimeline
AE Wealth Management LLC2,103$818K<0.01%+12013F-HRTimeline
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL2,100$817K0.36%013F-HRTimeline
NEVILLE RODIE & SHAW INC2,100$817K0.06%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,089$813K0.02%-59713F-HRTimelineGroup
Stiles Financial Services Inc2,077$808K0.25%-1613F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC2,067$804K0.03%+63413F-HRTimeline
Integrated Investment Consultants, LLC2,060$801K0.16%-613F-HR/ATimeline
SIGNATUREFD, LLC2,039$793K0.01%+22613F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…2,032$793K0.67%13F-HRTimeline
Kingsview Wealth Management, LLC2,037$793K0.01%-1213F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO2,022$787K0.01%-4713F-HRTimeline
LRI Investments, LLC2,006$781K0.06%013F-HRTimeline
AlphaCentric Advisors LLC2,000$778K0.78%13F-HRTimeline
OCCUDO QUANTITATIVE STRATEGIES LP1,991$775K0.05%-6,50313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,978$775K0.01%+13513F-HRTimelineGroup
Hamrick Investment Counsel, llc1,987$773K0.57%13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC1,986$773K0.05%-8513F-HR/ATimeline
Argent Advisors, Inc.1,982$771K0.22%013F-HRTimeline
Cascade Financial Partners, LLC1,965$765K0.08%-15513F-HRTimeline
BankChampaign, National Association1,954$760K0.75%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,924$749K0.02%+1513F-HRTimeline
Ballentine Partners, LLC1,914$745K0.01%+5413F-HRTimeline
IFP Advisors, Inc1,894$737K0.02%+15213F-HRTimeline
Pure Financial Advisors, LLC1,891$736K0.01%+10913F-HRTimeline
TigerOak Management, L.L.C.1,886$734K0.22%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC1,885$733K0.02%+513F-HRTimeline
Pine Haven Investment Counsel, Inc1,883$733K0.52%013F-HRTimeline
MTM Investment Management, LLC1,858$723K0.23%013F-HRTimeline
Wilkerson Advisory Group LLC1,856$722K0.25%13F-HRTimeline
SUMITOMO LIFE INSURANCE CO1,851$720K0.02%+2013F-HRTimeline
Steward Partners Investment Advisory, L…1,837$715K<0.01%+58413F-HRTimeline
Davis Investment Partners, LLC1,785$711K0.25%013F-HRTimeline
Aprio Wealth Management, LLC606$707K0.04%+2113F-HRTimeline
Marble Harbor Investment Counsel, LLC1,800$700K0.07%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,799$700K<0.01%+21813F-HRTimelineGroup
Focus Financial Network, Inc.1,790$696K0.02%+113F-HRTimeline
TCW GROUP INCin group TCW GROUP INC1,779$692K<0.01%new13F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,779$692K0.2%013F-HRTimeline
HM PAYSON & CO1,758$684K0.01%-31313F-HRTimeline
AlphaCore Capital LLC1,748$680K0.02%+30013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.1,734$675K0.1%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC1,727$672K0.05%-31013F-HRTimeline
One Capital Management, LLC1,720$669K0.02%-2013F-HRTimeline
Chung Wu Investment Group, LLC1,715$667K0.55%new13F-HRTimeline
Campbell & CO Investment Adviser LLC1,712$666K0.03%-10,95313F-HRTimeline
EAGLE WEALTH STRATEGIES LLC1,707$664K0.31%013F-HRTimeline
Global Assets Advisory, LLC1,694$659K0.19%013F-HRTimeline
Frazier Financial Advisors, LLC1,693$659K0.39%013F-HRTimeline
Gallacher Capital Management LLC1,689$657K0.25%-1013F-HRTimeline
Claro Advisors Inc.1,678$653K0.09%+313F-HRTimeline
Uniting Wealth Partners, LLC1,672$651K0.2%+313F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC1,666$648K0.07%-6713F-HRTimeline
BigSur Wealth Management LLC1,664$647K0.16%013F-HRTimeline
Strategies Wealth Advisors, LLC1,663$647K0.06%-4913F-HRTimeline
WATERSHED PRIVATE WEALTH LLC1,662$647K0.19%+4313F-HRTimeline
Parallel Advisors, LLC1,657$645K0.01%+31013F-HRTimeline
ANB BANK1,653$643K0.26%-413F-HRTimeline
Taylor Financial Group, Inc.1,648$641K0.38%013F-HRTimeline
Strategic Blueprint, LLC1,647$641K0.04%+58113F-HRTimeline
Ellenbecker Investment Group1,635$636K0.09%-11913F-HRTimeline
GLOBEFLEX CAPITAL L P1,635$636K0.1%013F-HRTimeline
Symphony Financial, Ltd. Co.1,604$631K0.08%-2713F-HRTimeline
Groupe la Francaisein group Groupe la Francaise1,620$630K0.01%-1413F-HRTimelineGroup
BRIDGES INVESTMENT MANAGEMENT INC1,619$630K0.01%+36513F-HRTimeline
GLOBALT Investments LLC / GA1,612$627K0.02%+24713F-HRTimeline
HFM Investment Advisors, LLC1,612$627K0.25%+113F-HRTimeline
Westside Investment Management, Inc.1,605$625K0.1%+513F-HRTimeline
Crestwood Advisors Group, LLC1,603$624K0.01%+66613F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,600$623K0.16%013F-HRTimeline
McMillan Office, Inc.1,600$623K0.07%13F-HRTimeline
Drucker Wealth 3.0, LLC1,597$621K0.11%+74913F-HRTimeline
XML Financial, LLC1,588$618K0.05%-513F-HRTimeline
Covestor Ltd1,582$615K0.32%+1,39913F-HRTimeline
Verdence Capital Advisors LLC1,581$615K0.04%-1,07513F-HRTimeline
Z3 Capital Partners, LLC1,579$614K0.15%13F-HRTimeline
MONTAG A & ASSOCIATES INC1,579$614K0.03%013F-HRTimeline
1ST SOURCE BANK1,575$613K0.03%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,568$610K<0.01%+42313F-HRTimelineGroup
Evercore Wealth Management, LLC1,563$608K0.01%013F-HRTimeline
Belpointe Asset Management LLC1,554$605K0.02%new13F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…1,550$602K0.08%013F-HRTimeline
Cottage Street Advisors LLC1,541$600K0.25%-3413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,536$598K0.05%-14913F-HRTimeline
Asset Advisory Group, Inc.1,523$593K0.3%13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…1,522$592K<0.01%-1,28213F-HRTimelineGroup
Chicago Partners Investment Group LLC1,409$589K0.01%+60913F-HRTimeline
CAPITAL FINANCIAL GROUP INC\CO\ /ADV1,500$584K0.33%13F-HRTimeline
GROUPAMA ASSET MANAGMENT1,493$581K0.01%-10113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,492$580K0.01%-25113F-HRTimeline
B. Riley Wealth Advisors, Inc.1,489$579K0.03%+2713F-HRTimeline
Meridian Wealth Management, LLC1,481$576K0.02%new13F-HRTimeline
Brooklyn Investment Group1,449$574K0.03%+28413F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,467$571K0.04%+22213F-HRTimeline
Clearstead Trust, LLC1,463$569K0.09%-513F-HRTimeline
Badgley Phelps Wealth Managers, LLC1,461$568K0.01%new13F-HRTimeline
Trueblood Wealth Management, LLC1,455$566K0.22%+113F-HRTimeline
Parkwoods Wealth Partners, LLC1,449$564K0.17%+2013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,446$563K0.03%+2813F-HRTimeline
CHESAPEAKE CAPITAL CORP /IL/1,426$555K0.46%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,425$554K<0.01%-15813F-HRTimelineGroup
FourThought Financial Partners, LLC1,425$554K0.05%013F-HRTimeline
HOEY INVESTMENTS, INC1,422$553K0.08%-13013F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC1,412$549K<0.01%+2713F-HRTimeline
Costello Asset Management, INC1,400$545K0.18%013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,399$544K0.07%+113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,395$543K0.01%new13F-HRTimelineGroup
Volterra Technologies LP1,368$532K0.55%new13F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,362$530K0.33%-513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,360$529K0.01%+8113F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.1,358$528K0.3%-5213F-HRTimeline
Astoria Portfolio Advisors LLC.1,363$528K0.12%-12713F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA1,357$528K0.09%013F-HRTimeline
Annex Advisory Services, LLC1,350$525K0.01%-17713F-HRTimeline
Edgestream Partners, L.P.1,349$525K0.01%-13,37113F-HRTimeline
DMC Group, LLC1,346$524K0.35%+22613F-HRTimeline
GTS SECURITIES LLC1,343$523K0.02%+73613F-HRTimeline
Frank, Rimerman Advisors LLC1,343$523K0.03%+1213F-HRTimeline
MGO ONE SEVEN LLC1,336$520K0.01%+3513F-HRTimeline
Cornerstone Wealth Group, LLC1,335$519K0.04%+19113F-HRTimeline
Dakota Wealth Management1,333$519K0.01%-4613F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.1,333$519K0.2%013F-HRTimeline
Fiduciary Alliance LLC1,332$518K0.03%+4513F-HRTimeline
denkapparat Operations GmbH1,318$513K0.28%+64013F-HRTimeline
PATRON PARTNERS, LLC1,317$512K0.23%-413F-HRTimeline
OpenArc Corporate Advisory, LLC1,310$510K0.01%13F-HRTimeline
Modera Wealth Management, LLC1,309$509K0.01%+41513F-HRTimeline
Rehmann Capital Advisory Group1,306$508K0.03%+3113F-HRTimeline