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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
1776 Wealth LLC1,030$266K0.12%-3813F-HRTimeline
Castle Rock Wealth Management, LLC1,023$264K0.07%013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,022$264K0.01%013F-HRTimeline
NWAM LLC1,021$264K0.02%-1,99613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,021$264K0.03%-46713F-HRTimeline
BKM Wealth Management, LLC1,018$263K0.11%+2013F-HRTimeline
SevenBridge Financial Group, LLC877$263K0.05%-18613F-HRTimeline
Caldwell Trust Co1,017$263K0.03%+10013F-HRTimeline
Kooman & Associates1,015$262K0.1%+913F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …1,013$262K0.02%-813F-HRTimeline
Certified Advisory Corp1,008$260K0.03%013F-HRTimeline
FMB WEALTH MANAGEMENT1,005$260K0.14%+113F-HRTimeline
WealthPLAN Partners, LLC1,004$259K0.04%013F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co1,000$258K0.05%-26,50013F-HRTimelineGroup
Estabrook Capital Management1,000$258K0.04%013F-HRTimeline
RW Investment Management LLC1,000$258K0.03%013F-HRTimeline
DMC Group, LLC1,000$258K0.21%+22413F-HRTimeline
South Dakota Investment Council1,000$258K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…998$258K<0.01%-4613F-HRTimeline
Tradewinds, LLC.997$258K0.07%-19,03913F-HRTimeline
PITCAIRN COin group PITCAIRN CO996$257K0.02%-3813F-HRTimelineGroup
Second Line Capital, LLC995$257K0.07%013F-HRTimeline
Jain Global LLC992$256K0.01%-16,09913F-HRTimeline
EASTERN BANK990$256K0.01%013F-HRTimeline
ABLE Financial Group, LLC989$256K0.07%013F-HRTimeline
Fortitude Advisory Group L.L.C.1,120$255K0.18%+3813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC982$254K0.05%013F-HRTimeline
Financial Security Advisor, Inc.976$252K0.06%+413F-HRTimeline
Dynamic Advisor Solutions LLC976$252K0.01%-913F-HRTimeline
KLCM Advisors, Inc.966$250K0.03%013F-HRTimeline
Tradition Wealth Management, LLC965$249K0.02%+513F-HRTimeline
Savvy Advisors, Inc.964$249K0.03%+21913F-HRTimeline
HOWARD BAILEY SECURITIES, LLC964$249K0.08%new13F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…962$249K0.01%-1213F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC1,003$247K0.02%+313F-HRTimeline
KG Capital Management951$246K0.08%-1,00013F-HRTimeline
MARSHALL & SULLIVAN INC /WA/950$245K0.12%013F-HRTimeline
Sonora Investment Management Group, LLC949$245K0.02%-18113F-HRTimeline
MATHER GROUP, LLC.942$243K<0.01%+23113F-HRTimeline
CONNING INC.in group CONNING INC.941$243K0.01%+4013F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding938$242K+449Timeline
FineMark National Bank & Trust930$240K0.01%-29013F-HRTimeline
U.S. Capital Wealth Advisors, LLC929$240K0.01%new13F-HRTimeline
CHELSEA COUNSEL CO922$238K0.13%013F-HRTimeline
Bishop & Co Investment Management, LLC918$237K0.09%013F-HRTimeline
Modera Wealth Management, LLC917$237K<0.01%-6013F-HRTimeline
Diligent Investors, LLC915$236K0.06%+613F-HRTimeline
Pinnacle Wealth Planning Services, Inc.915$236K0.04%-2213F-HRTimeline
Hudock, Inc.912$236K0.04%+213F-HRTimeline
Smart Money Group LLC905$234K0.08%+513F-HR/ATimeline
Caitong International Asset Management …903$233K0.17%new13F-HRTimeline
Apella Capital, LLC961$233K0.01%new13F-HRTimeline
Pine Harbor Wealth Management, LLC900$233K0.09%013F-HRTimeline
Revolve Wealth Partners, LLC900$232K0.03%+10013F-HRTimeline
Pallas Capital Advisors LLC898$232K0.01%new13F-HRTimeline
Fragasso Financial Advisors Inc892$230K0.02%+313F-HRTimeline
PRIVATE MANAGEMENT GROUP INC891$230K0.01%013F-HRTimeline
Foster Group, Inc.889$230K0.01%+5013F-HRTimeline
SYON CAPITAL LLC888$229K0.02%-45413F-HRTimeline
Fiduciary Alliance LLC886$229K0.02%+1313F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding883$228K+40Timeline
Accredited Investors Inc.882$228K0.01%+3913F-HRTimeline
Simplicity Wealth,LLC882$228K0.02%new13F-HRTimeline
KICKSTAND VENTURES, LLC.878$227K0.06%-13813F-HRTimeline
Impact Capital Partners LLC876$226K0.08%+1213F-HRTimeline
Financial Engines Advisors L.L.C.876$226K<0.01%-10013F-HRTimeline
ERn Financial, LLC870$225K0.04%-313F-HRTimeline
Key Financial Inc869$225K0.05%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.868$224K0.02%+10813F-HRTimelineGroup
First Business Financial Services, Inc.867$224K0.02%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP860$222K<0.01%+8913F-HRTimelineGroup
CW Advisors, LLC853$221K<0.01%+9913F-HRTimeline
Linscomb Wealth, Inc.854$221K0.01%-11513F-HRTimeline
Signal Advisors Wealth, LLC852$220K0.02%-9413F-HRTimeline
Graypoint LLC852$220K0.01%-6813F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC850$220K0.03%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Raiffeisen Bank International AGin group Raiffeisen Bank International…845$219K<0.01%013F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC841$217K0.02%+3813F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC839$217K0.07%new13F-HRTimeline
Freestone Grove Partners LP838$217K<0.01%new13F-HRTimeline
SEVEN MILE ADVISORY837$216K0.14%-2213F-HRTimeline
LANARK FINANCIAL, INC.838$216K0.02%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…828$214K0.01%new13F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC824$213K0.02%-1,15613F-HRTimeline
Aviso Financial Inc.823$213K0.01%-6313F-HRTimeline
CAPITAL CITY TRUST CO/FL818$211K0.06%-7513F-HRTimeline
Nemes Rush Group LLC811$210K0.03%-21313F-HRTimeline
M. Kulyk & Associates, LLC809$209K0.05%-7213F-HRTimeline
Advance Capital Management, Inc.800$207K0.01%013F-HRTimeline
Wells Trecaso Financial Group, LLC800$207K0.07%013F-HRTimeline
HOWE & RUSLING INC794$205K0.02%+3713F-HRTimeline
Foguth Wealth Management, LLC.785$203K0.05%-3213F-HRTimeline
Busey Bank785$203K0.01%-213F-HRTimeline
Icon Wealth Advisors, LLC782$202K0.02%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC782$202K<0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC781$202K0.01%new13F-HRTimeline
Center for Financial Planning, Inc.767$198K0.03%-10013F-HRTimeline
City State Bank730$189K0.06%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co717$185K0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc709$183K0.01%-18213F-HRTimeline
JFS WEALTH ADVISORS, LLC702$181K0.01%+113F-HRTimeline
Lindbrook Capital, LLC687$178K0.02%+1413F-HRTimeline
Parkside Financial Bank & Trust676$175K0.02%+6313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC604$173K0.01%013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…664$171K0.01%-20013F-HRTimeline
CENTRAL TRUST Co642$166K<0.01%-1213F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC631$163K<0.01%+4613F-HRTimeline
VSM Wealth Advisory, LLC623$161K0.06%013F-HRTimeline
CX Institutional625$161K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management608$157K0.02%-3813F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…607$157K0.01%+3613F-HRTimelineGroup
Battery Global Advisors, LLC598$155K0.09%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.595$154K0.01%-4313F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO589$152K<0.01%+4813F-HRTimelineGroup
Strengthening Families & Communities, L…544$150K0.09%-25113F-HRTimeline
Bayforest Capital Ltd569$147K0.06%new13F-HR/ATimeline
Capital A Wealth Management, LLC553$143K0.15%+19413F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…554$142K<0.01%-26313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC547$141K0.01%-413F-HRTimeline
TFC Financial Management, Inc.547$141K0.02%+113F-HRTimeline
Banque de Luxembourg S.A.547$141K0.08%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP541$140K0.01%013F-HRTimelineGroup
Smithfield Trust Co532$138K0.01%013F-HRTimeline
CITY HOLDING CO520$134K0.02%013F-HRTimeline
Coastline Trust Co500$129K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
VALLEY NATIONAL ADVISERS INC461$119K0.02%+113F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP454$117K0.01%-813F-HRTimelineGroup
S&T Bank/PA450$116K0.04%013F-HRTimeline
CoreCap Advisors, LLC440$114K0.01%-5313F-HRTimeline
Beacon Capital Management, LLC433$112K0.02%+213F-HRTimeline
Sound Income Strategies, LLC414$107K0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…411$106K0.04%-613F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.400$103K0.02%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S400$103K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.394$102K0.01%-30113F-HRTimeline
EQ WEALTH ADVISORS, LLC393$102K0.08%new13F-HRTimeline
Crews Bank & Trust374$96.6K0.02%-6113F-HRTimeline
J.Safra Asset Management Corp370$95.6K0.01%-37013F-HR/ATimeline
Arax Advisory Partners367$94.7K0.01%+16913F-HRTimeline
Navigoe, LLC353$91K0.08%013F-HRTimeline
First Command Advisory Services, Inc.343$88.6K<0.01%013F-HRTimeline
Covestor Ltd341$88K0.06%+26713F-HRTimeline
DiNuzzo Private Wealth, Inc.330$85.3K0.01%+113F-HRTimeline
Cromwell Holdings LLC329$85K0.05%+613F-HRTimeline
Larson Financial Group LLC327$84.4K<0.01%-49713F-HRTimeline
Murphy & Mullick Capital Management Corp311$80.4K0.08%013F-HRTimeline
WASHINGTON TRUST Co300$77.5K<0.01%-2,17613F-HRTimeline
Bell Investment Advisors, Inc298$77K0.01%+413F-HRTimeline
eCIO, Inc.293$75.7K0.03%13F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC329$75K0.05%-9813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.287$74.2K0.06%013F-HRTimeline
Asset Dedication, LLC286$73.9K0.01%-7513F-HRTimeline
Keener Financial Planning LLC278$71K0.05%013F-HRTimeline
COUNTRY TRUST BANK274$70.8K<0.01%013F-HR/ATimeline
OAKWORTH CAPITAL, INC.267$69K<0.01%013F-HRTimeline
Versant Capital Management, Inc262$67.7K0.01%013F-HRTimeline
FNY Investment Advisers, LLC262$67K0.04%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.249$65K0.03%013F-HRTimeline
New England Capital Financial Advisors …250$64.7K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC248$64.1K0.03%013F-HRTimeline
Aster Capital Management (DIFC) Ltd222$63.7K0.01%new13F-HRTimeline
Independence Bank of Kentucky240$62K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management240$62K<0.01%+1513F-HRTimelineGroup
CVA Family Office, LLC234$60.5K0.01%-2413F-HRTimeline
Breakwater Investment Management226$58.4K0.02%013F-HRTimeline
TOBAM222$57K0.02%-11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…214$55.3K<0.01%13F-HRTimeline
Wealth Preservation Advisors, LLC214$55.3K0.04%13F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…210$54.3K0.03%new13F-HRTimelineGroup
Hemington Wealth Management207$53K0.01%+813F-HRTimeline
Quent Capital, LLC202$52.2K0.01%-1613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.200$51.7K0.01%013F-HRTimeline
Advantage Trust Co200$51.7K0.03%013F-HRTimeline
Continuum Advisory, LLC190$49.1K0.01%-4013F-HRTimeline
TSFG, LLC191$49K0.01%013F-HRTimeline
ROGCO, LP189$48.8K0.02%-1613F-HRTimeline
Prestige Wealth Management Group LLC188$48.6K0.01%-1,32613F-HR/ATimeline
Aventura Private Wealth, LLC183$47.3K0.02%013F-HRTimeline
MOTCO182$47K<0.01%013F-HRTimeline
Asset Planning,Inc173$44.7K0.04%013F-HRTimeline
ORG Partners LLC170$44K0.01%-4213F-HRTimeline
Accredited Wealth Management, LLC165$42.6K0.04%013F-HRTimeline
Bullock Wealth Management Group150$38.7K0.02%-3613F-HRTimeline
Cooksen Wealth, LLC130$37.9K0.04%new13F-HRTimeline
Laurel Wealth Advisors LLC141$36.4K0.01%013F-HRTimeline
GODSEY & GIBB, INC140$36.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.53$35.9K<0.01%+1113F-HRTimeline
2UniFi Bank120$34.5K0.02%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC133$34.4K0.01%013F-HR/ATimeline
VEGA INVESTMENT SOLUTIONS130$33.6K0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL129$33.3K0.01%013F-HRTimeline
GeoWealth Management, LLC127$32.8K<0.01%-15813F-HRTimeline
Deseret Mutual Benefit Administrators125$32.3K0.02%013F-HRTimeline
Parvin Asset Management, LLC125$32.3K0.04%013F-HRTimeline
IAG Wealth Partners, LLC124$32.1K<0.01%013F-HRTimeline
IMA Advisory Services, Inc.124$32K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …120$31K0.01%13F-HRTimelineGroup
Sachetta, LLC118$30.6K0.01%-413F-HRTimeline
Darwin Wealth Management, LLC105$30K0.01%013F-HRTimeline
Financial Perspectives, Inc112$28.9K0.01%013F-HRTimeline