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Disclosery

ROK ROCKWELL AUTOMATION INC

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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
Bison Wealth, LLC1,372$662K0.06%+22713F-HRTimeline
Unique Wealth Strategies, LLC1,335$661K0.24%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC1,332$659K0.04%-18413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,323$655K0.01%-3913F-HRTimelineGroup
Revolve Wealth Partners, LLC1,315$651K0.07%+6513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,310$649K0.01%+1813F-HRTimeline
Modera Wealth Management, LLC1,303$645K0.01%+113F-HRTimeline
DMC Group, LLC1,302$645K0.44%-17913F-HRTimeline
Valley Brook Capital Group, Inc.1,300$644K0.37%013F-HRTimeline
Global Trust Asset Management, LLC1,290$639K0.2%+713F-HRTimeline
High Net Worth Advisory Group LLC1,288$638K0.14%new13F-HRTimeline
Waldron Private Wealth LLC1,278$633K0.02%013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,276$632K<0.01%+16313F-HRTimelineGroup
Cannon Financial Strategists, Inc.1,268$628K0.07%013F-HRTimeline
West Wealth Group, LLC1,266$627K0.1%+513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,258$623K0.01%+6613F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV1,256$622K0.08%-1013F-HRTimeline
One Capital Management, LLC1,731$621K0.02%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,255$621K0.01%+2713F-HRTimelineGroup
Centerpoint Advisors, LLC1,250$619K0.18%013F-HRTimeline
Bramshill Investments, LLC1,250$619K0.05%-25013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,250$619K0Timeline
DARA CAPITAL US, INC.1,241$614K0.42%+29613F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,240$614K0.07%-16413F-HRTimeline
Navalign, LLC1,233$610K0.14%+413F-HRTimeline
Kovack Advisors, Inc.1,231$609K0.03%+113F-HRTimeline
Texas Capital Bank Wealth Management Se…1,229$608K0.03%+1213F-HRTimeline
NorthRock Partners, LLC1,228$608K0.01%+4413F-HRTimeline
Legal Advantage Investments, Inc.1,225$606K0.21%new13F-HRTimeline
Marathon Strategic Advisors, LLC1,225$606K0.34%013F-HRTimeline
SmartHarvest Portfolios, LLC1,223$605K0.2%+6713F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC1,223$605K0.38%013F-HRTimeline
Montecito Bank & Trust1,222$605K0.09%+42013F-HRTimeline
Z3 Capital Partners, LLC1,219$604K0.13%-26013F-HRTimeline
Ninety One SA (Pty) Ltd1,222$601K0.03%new13F-HRTimeline
Maridea Wealth Management LLC1,211$599K0.07%+7713F-HRTimeline
Walleye Capital LLCgroup of 2 filers holding1,207$598K-627Timeline
Stanley-Laman Group, Ltd.1,204$596K0.06%+913F-HRTimeline
Safeguard Investment Advisory Group, LLC1,202$595K0.14%+313F-HRTimeline
CULLINAN ASSOCIATES INC1,200$594K0.04%013F-HRTimeline
Tyche Wealth Partners LLC1,200$594K0.08%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,199$594K0.02%-2513F-HRTimeline
Employees Retirement System of Texas1,197$593K<0.01%013F-HRTimeline
Portfolio Design Labs, LLC1,191$590K0.1%-613F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,181$585K0.03%-3813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT1,171$580K0.01%+9813F-HR/ATimeline
Steward Partners Investment Advisory, L…1,166$577K<0.01%-48613F-HRTimeline
Versant Capital Management, Inc1,166$577K0.05%+26013F-HRTimeline
Meridian Wealth Management, LLC1,157$573K0.02%-2413F-HRTimeline
MADDEN SECURITIES Corp1,155$572K0.16%013F-HRTimeline
Hardin Capital Partners, LLC1,150$572K0.27%013F-HRTimeline
Occidental Asset Management, LLC1,152$570K0.06%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,141$565K0.06%+67913F-HR/ATimeline
DV Trading LLC1,138$563K0.05%+49813F-HRTimeline
Cedar Point Capital Partners, LLC1,134$561K0.32%013F-HRTimeline
Blue Trust, Inc.1,132$560K0.01%-4213F-HRTimeline
Legacy Capital Group California, Inc.1,132$560K0.17%new13F-HRTimeline
PATRON PARTNERS, LLC1,131$560K0.22%-3913F-HRTimeline
Robertson Stephens Wealth Management, L…1,124$556K0.01%-7513F-HRTimeline
CENTRAL TRUST Co1,119$554K0.01%+37813F-HRTimeline
PROFUND ADVISORS LLC1,118$553K0.02%+2313F-HRTimeline
S.E.E.D. Planning Group LLC1,117$553K0.15%-8013F-HRTimeline
REGATTA CAPITAL GROUP, LLC1,114$552K0.07%+30013F-HRTimeline
Garner Asset Management Corp1,111$550K0.18%+213F-HRTimeline
Fosun International Ltd1,110$550K0.12%013F-HRTimeline
Fortitude Advisory Group L.L.C.1,110$549K0.21%-3713F-HRTimeline
Capital Investment Counsel, Inc1,105$547K0.06%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,103$546K0.01%+38613F-HRTimelineGroup
BARNES PETTEY FINANCIAL ADVISORS, LLC1,100$545K0.17%013F-HRTimeline
Pacifica Partners Inc.1,149$542K0.16%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,089$539K0.01%-1,02713F-HRTimeline
VICUS CAPITAL1,086$538K0.03%-26013F-HRTimeline
Founders Financial Alliance, LLC1,082$536K0.07%+213F-HRTimeline
CoreCap Advisors, LLC1,073$531K0.02%+55013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,072$531K0.07%-2413F-HRTimelineGroup
Verity Asset Management, Inc.1,071$530K0.2%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.1,070$530K0.02%new13F-HRTimeline
New Hampshire Trust1,068$529K0.1%new13F-HRTimeline
Chatterton & Associates Inc.1,127$527K0.31%-25013F-HRTimeline
Baltimore-Washington Financial Advisors…1,062$526K0.02%013F-HRTimeline
Jacobi Capital Management LLC1,061$525K0.03%-513F-HRTimeline
Baker Avenue Asset Management, LP1,058$524K0.01%new13F-HRTimeline
Carnegie Lake Advisors LLC1,048$519K0.19%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,047$518K0.08%013F-HRTimeline
ProVise Management Group, LLC1,046$518K0.03%-4113F-HRTimeline
CAHILL FINANCIAL ADVISORS INC1,044$517K0.05%013F-HRTimeline
Union Bancaire Privee, UBP SA1,228$516K0.01%-2013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,039$514K0.03%+713F-HRTimeline
SVB WEALTH LLC1,039$514K0.03%-4413F-HRTimeline
Carr Financial Group Corp1,031$511K0.12%+35213F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,022$506K0.02%013F-HRTimeline
Kooman & Associates1,020$505K0.14%+413F-HRTimeline
BKM Wealth Management, LLC1,018$504K0.18%013F-HRTimeline
Welch & Forbes LLC1,016$503K0.01%013F-HRTimeline
Castle Rock Wealth Management, LLC1,038$501K0.1%+2213F-HRTimeline
Arkadios Wealth Advisors1,011$500K0.01%+213F-HRTimeline
Certified Advisory Corp1,010$500K0.04%+213F-HRTimeline
Keel Point, LLC1,009$500K0.03%+2813F-HRTimeline
Kelly Financial Services LLC996$493K0.11%+313F-HRTimeline
Fort Point Capital Partners LLC992$491K0.05%-5513F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC991$491K0.04%+1313F-HRTimeline
EASTERN BANK990$490K0.01%013F-HRTimeline
GROUPAMA ASSET MANAGMENT1,015$490K0.01%-4913F-HRTimeline
Foster Group, Inc.986$488K0.01%+5513F-HRTimeline
ABLE Financial Group, LLC986$488K0.08%013F-HRTimeline
Live Oak Private Wealth LLC981$486K0.06%013F-HRTimeline
Impact Capital Partners LLC980$485K0.13%+4613F-HRTimeline
Clark Capital Management Group, Inc.979$485K<0.01%-6413F-HRTimeline
BRIGHT FINANCIAL ADVISORS, INC.974$482K0.2%new13F-HRTimeline
FMB WEALTH MANAGEMENT974$482K0.18%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…961$476K<0.01%+24313F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd956$473K0.01%new13F-HRTimelineGroup
Fonville Wealth Management LLC954$472K0.08%new13F-HRTimeline
WealthPLAN Partners, LLC953$472K0.09%013F-HRTimeline
KTF INVESTMENTS, LLC950$470K0.05%013F-HRTimeline
OPTIMIZE FINANCIAL INC.947$469K0.17%-313F-HRTimeline
Sound Capital Solutions LLC947$469K0.11%13F-HRTimeline
PDS Planning, Inc941$466K0.03%+413F-HRTimeline
DIVERSIFIED TRUST CO939$465K0.01%new13F-HRTimeline
McAdam, LLC930$460K0.02%+6513F-HRTimeline
Larson Financial Group LLC928$459K0.01%+35113F-HRTimeline
Fragasso Financial Advisors Inc923$457K0.02%-913F-HRTimeline
Ellevest, Inc.923$457K0.05%-16013F-HRTimeline
CHELSEA COUNSEL CO922$456K0.19%013F-HRTimeline
CERTUITY, LLC920$455K0.02%+7313F-HRTimeline
Smart Money Group LLC918$455K0.12%+213F-HRTimeline
Hudock, Inc.917$454K0.06%+113F-HRTimeline
Caldwell Trust Co917$454K0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…937$452K0.03%+413F-HRTimeline
IEQ CAPITAL, LLC911$451K<0.01%-3113F-HRTimeline
Biltmore Family Office, LLC910$451K0.06%013F-HRTimeline
Elyxium Wealth, LLC909$450K0.05%new13F-HRTimeline
71 West Capital Partners907$449K0.02%+19413F-HRTimeline
Great Diamond Partners, LLC904$448K0.08%+21013F-HRTimeline
Proficio Capital Partners LLC903$447K0.02%new13F-HRTimeline
MONETARY MANAGEMENT GROUP INC900$446K0.09%013F-HRTimeline
MainStreet Investment Advisors LLC899$445K0.06%-13213F-HRTimeline
Financial Engines Advisors L.L.C.892$442K<0.01%+913F-HRTimeline
PRIVATE MANAGEMENT GROUP INC891$441K0.01%013F-HRTimeline
Bannerstone Capital Management, LLC884$438K0.37%new13F-HRTimeline
Sovereign Investment Advisors, LLC883$437K0.08%013F-HRTimeline
CX Institutional882$437K0.01%+4713F-HRTimeline
Simmons Bankin group Simmons Bank882$437K0.02%+29413F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…879$435K0.01%+513F-HRTimelineGroup
South Shore Capital Advisors879$435K0.29%013F-HRTimeline
Worth Financial Advisory Group, LLC879$435K0.18%new13F-HRTimeline
Rubicon Advisors, GP879$435K0.32%+213F-HRTimeline
Kera Capital Partners, Inc.876$434K0.04%+26913F-HRTimeline
Leonteq Securities AG874$433K0.03%-42613F-HRTimeline
Per Stirling Capital Management, LLC.871$431K0.04%+113F-HRTimeline
AMERICAN NATIONAL BANK & TRUST870$431K0.04%-1813F-HRTimeline
Second Line Capital, LLC869$430K0.08%new13F-HR/ATimeline
BOKF, NAin group BOKF, NA866$429K0.01%+313F-HRTimelineGroup
Key Financial Inc866$429K0.07%013F-HRTimeline
W1M Asset Management Ltd862$427K<0.01%-23713F-HRTimeline
Ethos Financial Group, LLC928$426K0.03%-213F-HRTimeline
ERn Financial, LLC861$426K0.07%013F-HRTimeline
MATHER GROUP, LLC.860$426K<0.01%+10313F-HRTimeline
Pine Harbor Wealth Management, LLC860$426K0.11%013F-HRTimeline
CHRISTINE MESSMER PC851$421K0.24%-2813F-HRTimeline
Valmark Advisers, Inc.848$420K<0.01%new13F-HRTimeline
Forefront Wealth Partners, LLC844$418K0.13%new13F-HRTimeline
New Republic Capital, LLC841$416K0.1%+27513F-HRTimeline
Coastal Bridge Advisors, LLC834$413K0.03%+713F-HRTimeline
Archer Investment Corp830$411K0.08%+78513F-HR/ATimeline
INSIGNEO ADVISORY SERVICES, LLC830$411K0.02%-2313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC829$410K0.03%-3713F-HRTimelineGroup
Basepoint Wealth LLC820$406K0.23%013F-HRTimeline
Frisch Financial Group, Inc.819$406K0.07%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co818$405K0.02%+3113F-HRTimelineGroup
AFFINITY INVESTMENT ADVISORS, LLC817$404K0.21%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC813$402K0.08%-513F-HR/ATimeline
HOWE & RUSLING INC812$402K0.02%+2413F-HRTimeline
FIRST COMMUNITY TRUST NA805$399K0.18%013F-HRTimeline
Independent Advisor Alliance803$398K0.01%+14813F-HRTimeline
Advance Capital Management, Inc.803$398K0.01%013F-HRTimeline
Peregrine Asset Advisers, Inc.790$391K0.08%-613F-HRTimeline
Busey Bank789$391K0.01%013F-HRTimeline
Fulton Bank, N.A.787$390K0.01%new13F-HRTimeline
Venturi Wealth Management, LLC780$386K0.01%new13F-HRTimeline
Tradition Wealth Management, LLC777$385K0.02%+813F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…775$384K0.01%-25,54813F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …770$381K0.01%+63213F-HRTimelineGroup
Alpha Zero LLC813$381K0.14%+24613F-HRTimeline
Trademark Financial Management, LLC768$380K0.16%-3513F-HRTimeline
Soltis Investment Advisors LLC767$380K0.02%+2813F-HRTimeline
M. Kulyk & Associates, LLC763$378K0.06%-713F-HRTimeline
Accredited Investors Inc.757$375K0.02%+713F-HRTimeline
Maple Capital Management, Inc.753$373K0.02%013F-HRTimeline
Pavion Blue Capital, LLC500$371K0.15%new13F-HRTimeline
Gladstone Institutional Advisory LLC747$370K0.01%-5113F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding746$369K+27Timeline
LANARK FINANCIAL, INC.743$368K0.02%-1513F-HRTimeline
Smithfield Trust Co746$367K0.01%+2513F-HRTimeline
Clear Street Group Inc.in group Clear Street Group Inc.741$367K<0.01%new13F-HRTimelineGroup
CATALYST FINANCIAL PARTNERS LLC741$367K0.04%+4213F-HRTimeline
LexAurum Advisors, LLC740$366K0.04%+3013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.734$363K0.02%-19113F-HRTimelineGroup
GTS SECURITIES LLC731$362K0.01%-21713F-HRTimeline
FSM Wealth Advisors, LLC731$362K0.04%new13F-HRTimeline