Skip to content
Disclosery

ROK ROCKWELL AUTOMATION INC

Follow

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
Jacobi Capital Management LLC1,056$302K0.02%-213F-HRTimeline
Castle Rock Wealth Management, LLC1,023$301K0.07%-113F-HRTimeline
MGO ONE SEVEN LLC1,053$301K0.01%new13F-HRTimeline
Kelly Financial Services LLC1,050$300K0.11%+6313F-HR/ATimeline
Live Oak Private Wealth LLC1,050$300K0.05%+913F-HRTimeline
Grange Capital, LLC1,050$300K0.31%13F-HRTimeline
Carnegie Lake Advisors LLC1,048$300K0.12%013F-HRTimeline
Plancorp, LLC1,049$300K0.01%+2113F-HRTimeline
Steward Partners Investment Advisory, L…1,044$298K<0.01%+6313F-HRTimeline
PITCAIRN COin group PITCAIRN CO1,034$296K0.02%+1013F-HRTimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.1,034$295K0.02%+22713F-HRTimelineGroup
Simmons Bankin group Simmons Bank1,031$295K0.02%-1013F-HRTimelineGroup
BSW Wealth Partners1,029$294K0.04%+10813F-HRTimeline
Farther Finance Advisors, LLC1,029$294K0.01%-49413F-HRTimeline
WMS Partners, LLC1,027$294K0.02%+2413F-HRTimeline
Nemes Rush Group LLC1,024$293K0.04%-89613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,022$292K0.02%-5013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,021$292K0.02%-10913F-HR/ATimeline
CHILTON CAPITAL MANAGEMENT LLC1,018$291K0.01%+6413F-HRTimeline
Verity & Verity, LLC1,017$291K0.03%new13F-HRTimeline
KICKSTAND VENTURES, LLC.1,016$290K0.07%-2313F-HRTimeline
BOKF, NAin group BOKF, NA1,057$289K<0.01%+213F-HRTimelineGroup
Capital Investment Advisory Services, L…1,008$288K0.03%-313F-HRTimeline
Certified Advisory Corp1,008$288K0.03%-413F-HRTimeline
Kooman & Associates1,006$288K0.1%+113F-HRTimeline
WealthPLAN Partners, LLC1,004$287K0.04%-113F-HRTimeline
FMB WEALTH MANAGEMENT1,004$287K0.16%+213F-HRTimeline
South Dakota Investment Council1,000$286K0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,000$286K0.03%013F-HRTimeline
Estabrook Capital Management1,000$286K0.04%013F-HRTimeline
RW Investment Management LLC1,000$286K0.03%013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG1,000$286K<0.01%013F-HRTimelineGroup
BKM Wealth Management, LLC998$285K0.12%013F-HRTimeline
Second Line Capital, LLC995$284K0.08%+3213F-HRTimeline
EASTERN BANK990$283K0.01%013F-HRTimeline
ABLE Financial Group, LLC989$283K0.08%013F-HRTimeline
Dynamic Advisor Solutions LLC985$281K0.01%-34013F-HRTimeline
BRIGHTON JONES LLC983$281K0.01%new13F-HR/ATimeline
PETTYJOHN, WOOD & WHITE, INC982$281K0.05%013F-HRTimeline
Modera Wealth Management, LLC977$279K<0.01%+3513F-HRTimeline
Financial Engines Advisors L.L.C.976$279K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…974$278K0.01%-1113F-HRTimelineGroup
Financial Security Advisor, Inc.972$278K0.07%+413F-HRTimeline
Linscomb Wealth, Inc.969$277K0.01%013F-HRTimeline
KLCM Advisors, Inc.966$276K0.03%013F-HRTimeline
Tradition Wealth Management, LLC960$274K0.02%+413F-HRTimeline
NorthRock Partners, LLC954$273K0.01%-20413F-HR/ATimeline
MARSHALL & SULLIVAN INC /WA/950$272K0.13%013F-HRTimeline
Signal Advisors Wealth, LLC946$270K0.03%+10513F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.942$269K0.07%-1,25213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.937$268K0.04%-30213F-HR/ATimeline
CHELSEA COUNSEL CO922$263K0.14%013F-HRTimeline
Graypoint LLC920$263K0.02%+8013F-HRTimeline
Bishop & Co Investment Management, LLC918$262K0.1%013F-HRTimeline
Caldwell Trust Co917$262K0.03%013F-HRTimeline
Hudock, Inc.910$260K0.05%+113F-HRTimeline
Diligent Investors, LLC909$260K0.06%+213F-HRTimeline
CONNING INC.in group CONNING INC.901$257K0.01%-2613F-HRTimelineGroup
Smart Money Group LLC900$257K0.09%+413F-HRTimeline
Pine Harbor Wealth Management, LLC900$257K0.1%013F-HRTimeline
CAPITAL CITY TRUST CO/FL893$255K0.06%013F-HRTimeline
PRIVATE MANAGEMENT GROUP INC891$255K0.01%013F-HRTimeline
AdvisorNet Financial, Inc891$255K0.02%-24713F-HRTimeline
Fragasso Financial Advisors Inc889$254K0.02%+913F-HRTimeline
Legacy Advisors, LLC889$254K0.02%new13F-HRTimeline
Aviso Financial Inc.886$253K0.01%-4313F-HRTimeline
Fieldview Capital Management, LLC884$253K0.04%13F-HRTimeline
Vise Technologies, Inc.883$252K0.02%new13F-HRTimeline
M. Kulyk & Associates, LLC881$252K0.05%+413F-HRTimeline
Fiduciary Alliance LLC873$249K0.03%013F-HRTimeline
ERn Financial, LLC873$249K0.04%+113F-HRTimeline
Key Financial Inc869$248K0.06%013F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…868$248K<0.01%new13F-HR/ATimelineGroup
First Business Financial Services, Inc.867$248K0.02%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…867$248K0.01%-31413F-HRTimeline
Center for Financial Planning, Inc.867$248K0.03%013F-HRTimeline
Impact Capital Partners LLC864$247K0.09%13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…864$247K0.01%013F-HRTimeline
Paragon Private Wealth Management, LLC863$247K0.11%-5913F-HRTimeline
Callan Family Office, LLC861$246K0.02%new13F-HRTimeline
SEVEN MILE ADVISORY859$245K0.16%+5813F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC850$243K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CHILTON INVESTMENT CO INC.846$242K0.01%new13F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…845$241K<0.01%13F-HRTimelineGroup
Welch & Forbes LLC843$241K<0.01%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding843$241K+43Timeline
Accredited Investors Inc.843$241K0.01%-1013F-HRTimeline
Carr Financial Group Corp841$240K0.08%+413F-HRTimeline
Foster Group, Inc.839$240K0.01%-113F-HRTimeline
ARS Wealth Advisors Group, LLC830$237K0.03%new13F-HRTimeline
Foguth Wealth Management, LLC.817$236K0.06%-1313F-HRTimeline
Larson Financial Group LLC824$235K0.01%+22313F-HRTimeline
EAGLE GLOBAL ADVISORS LLC823$235K0.01%013F-HRTimeline
Impact Partnership Wealth, LLC816$233K0.05%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…817$232K<0.01%+27113F-HRTimelineGroup
Robertson Stephens Wealth Management, L…809$231K0.01%-8313F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co804$230K0.02%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC803$230K0.03%new13F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP800$229K0.06%013F-HRTimelineGroup
Advance Capital Management, Inc.800$229K0.01%-313F-HRTimeline
Wells Trecaso Financial Group, LLC800$229K0.07%013F-HRTimeline
Revolve Wealth Partners, LLC800$229K0.03%+113F-HR/ATimeline
Strengthening Families & Communities, L…795$227K0.13%-2,41413F-HRTimeline
Catalina Capital Group, LLC793$227K0.07%+613F-HRTimeline
CHEMUNG CANAL TRUST CO788$225K0.05%-7913F-HRTimeline
Busey Bank787$225K0.01%+413F-HRTimeline
Empower Advisory Group, LLC784$224K<0.01%-16313F-HRTimeline
Icon Wealth Advisors, LLC782$224K0.02%-113F-HRTimeline
PANAGORA ASSET MANAGEMENT INC782$223K<0.01%013F-HRTimeline
SAPIENT CAPITAL LLC781$223K<0.01%-113F-HRTimeline
DMC Group, LLC776$222K0.18%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.772$221K0.01%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP771$220K<0.01%new13F-HR/ATimelineGroup
QUADRANT CAPITAL GROUP LLC768$219K0.02%-17113F-HRTimeline
Clark Capital Management Group, Inc.764$218K<0.01%013F-HRTimeline
Baltimore-Washington Financial Advisors…762$218K0.01%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.760$217K0.02%new13F-HRTimelineGroup
LS Investment Advisors, LLC760$217K0.03%013F-HRTimeline
HOWE & RUSLING INC757$216K0.02%013F-HRTimeline
CW Advisors, LLC754$216K<0.01%new13F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/753$215K0.01%-8213F-HRTimeline
Andina Capital Management, LLC753$215K0.18%-32513F-HRTimeline
Farringdon Capital, Ltd.752$215K0.09%13F-HRTimeline
Maple Capital Management, Inc.750$214K0.02%013F-HRTimeline
HEADINVEST, LLC750$214K0.04%-5513F-HRTimeline
Savvy Advisors, Inc.745$213K0.03%new13F-HRTimeline
Howard Capital Management, LLC743$212K<0.01%new13F-HRTimeline
BetterWealth, LLC740$211K0.06%new13F-HRTimeline
J.Safra Asset Management Corp740$211K0.02%013F-HRTimeline
Cornerstone Wealth Group, LLC734$210K0.02%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…733$209K0.02%-1213F-HRTimeline
City State Bank730$209K0.07%013F-HRTimeline
CHICAGO TRUST Co NA725$207K0.04%-28013F-HRTimeline
Merriman Wealth Management, LLC721$206K0.01%new13F-HRTimeline
Enterprise Bank & Trust Co721$206K0.07%new13F-HRTimeline
Founders Financial Alliance, LLC720$206K0.06%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT719$205K0.01%-7813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co717$205K0.02%013F-HRTimelineGroup
Ironwood Investment Counsel, LLC714$204K0.03%-19613F-HRTimeline
MATHER GROUP, LLC.711$203K<0.01%+413F-HRTimeline
Campbell Wealth Management711$203K0.02%new13F-HRTimeline
Per Stirling Capital Management, LLC.709$203K0.03%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC701$200K0.01%-4913F-HRTimeline
Professional Financial Advisors, LLC700$200K0.05%new13F-HRTimeline
Sunbelt Securities, Inc.695$199K0.02%+113F-HRTimeline
Lindbrook Capital, LLC673$192K0.02%-2613F-HRTimeline
CENTRAL TRUST Co654$187K<0.01%-6013F-HRTimeline
Hanson & Doremus Investment Management646$185K0.03%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.638$182K0.01%013F-HRTimelineGroup
VSM Wealth Advisory, LLC623$178K0.06%13F-HRTimeline
Parkside Financial Bank & Trust613$175K0.02%+6613F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC604$173K0.01%013F-HRTimeline
Battery Global Advisors, LLC598$171K0.09%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC585$167K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…571$163K0.01%+513F-HRTimelineGroup
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC563$160K<0.01%013F-HRTimelineGroup
Bellwether Advisors, LLC553$158K0.03%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC551$157K0.01%013F-HRTimeline
Banque de Luxembourg S.A.547$157K0.08%13F-HRTimeline
TFC Financial Management, Inc.546$156K0.02%-23513F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP541$155K0.01%013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO541$155K<0.01%+2913F-HRTimelineGroup
Smithfield Trust Co532$151K0.01%013F-HRTimeline
CITY HOLDING CO520$149K0.02%013F-HRTimeline
McClarren Financial Advisors, Inc.505$144K0.4%new13F-HRTimeline
Coastline Trust Co500$143K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC493$141K0.01%+6313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding489$140K+123Timeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP462$132K0.01%new13F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC460$131K0.02%+113F-HRTimeline
AlphaMark Advisors, LLC460$131K0.06%+113F-HRTimeline
S&T Bank/PA450$129K0.04%new13F-HRTimeline
Kohmann Bosshard Financial Services, LLC442$126K0.02%new13F-HRTimeline
Avior Wealth Management, LLC439$126K<0.01%013F-HRTimeline
Crews Bank & Trust435$124K0.02%13F-HRTimeline
Beacon Capital Management, LLC431$123K0.02%-613F-HRTimeline
STEPH & CO431$123K0.04%new13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC427$122K0.06%-7013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…417$119K0.03%+313F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.400$114K0.02%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S400$114K<0.01%013F-HRTimelineGroup
Catalyst Capital Advisors LLC363$104K<0.01%-713F-HRTimeline
Asset Dedication, LLC361$103K0.01%013F-HRTimeline
Capital A Wealth Management, LLC359$103K0.17%13F-HRTimeline
Navigoe, LLC353$100K0.1%13F-HRTimeline
First Command Advisory Services, Inc.343$98K<0.01%013F-HRTimeline
TOBAM334$95K0.03%-7613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DiNuzzo Private Wealth, Inc.329$94K0.01%+9413F-HRTimeline
Cromwell Holdings LLC323$92.3K0.05%-4413F-HRTimeline
Modus Advisors, LLC316$90.3K0.03%new13F-HRTimeline
Murphy & Mullick Capital Management Corp311$88.9K0.08%13F-HRTimeline
GROUP ONE TRADING LLC300$85.7K<0.01%new13F-HR/ATimeline
Bell Investment Advisors, Inc294$84K0.02%-1013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.287$82K0.06%013F-HRTimeline
GeoWealth Management, LLC285$81.5K<0.01%-2513F-HRTimeline
Keener Financial Planning LLC278$79K0.05%013F-HRTimeline
COUNTRY TRUST BANK274$78.3K<0.01%new13F-HRTimeline
OAKWORTH CAPITAL, INC.267$76.3K0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC262$74.9K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc262$74.9K0.02%013F-HRTimeline