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Disclosery

ROK ROCKWELL AUTOMATION INC

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Stock (common), issuer CIK 1024478

1,245 managers (1,270 13F filers) reported a position in ROK shares at 2025-06-30, 93,735,172 shares in all. 185 filers opened a position and 88 filers sold out during the quarter.

Managers
1,245
13F filers
1,270
New
185
Added
383
Reduced
469
Sold out
88
Shares held by filers
93,735,172

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Cedar Point Capital Partners, LLC1,134$377K0.27%+1513F-HRTimeline
Savvy Advisors, Inc.1,133$376K0.03%+16913F-HRTimeline
Petrus Trust Company, LTA1,132$376K0.04%new13F-HRTimeline
Fortitude Advisory Group L.L.C.1,132$376K0.21%+1213F-HRTimeline
Aurora Private Wealth, Inc.1,130$375K0.28%-2013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,129$375K0.03%-48713F-HRTimeline
Summit X, LLC1,124$373K0.07%+713F-HRTimeline
MainStreet Investment Advisors LLC1,123$373K0.05%+413F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC1,120$372K0.17%013F-HRTimeline
Capital Investment Counsel, Inc1,105$367K0.05%+2513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,101$366K<0.01%+6913F-HRTimelineGroup
Bayesian Capital Management, LP1,100$365K0.06%-5,40013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,096$364K0.06%-3413F-HRTimelineGroup
Almanack Investment Partners, LLC.1,094$363K0.06%new13F-HRTimeline
Revolve Wealth Partners, LLC1,091$362K0.05%+19113F-HRTimeline
Garner Asset Management Corp1,090$362K0.17%new13F-HRTimeline
FineMark National Bank & Trust1,086$361K0.01%+15613F-HRTimeline
Castle Rock Wealth Management, LLC1,015$360K0.08%-813F-HRTimeline
REBALANCE, LLC1,083$360K0.02%013F-HRTimeline
Kelly Financial Services LLC1,082$359K0.11%-1413F-HRTimeline
DMC Group, LLC1,080$359K0.28%+8013F-HRTimeline
Fort Point Capital Partners LLC1,074$357K0.04%-2813F-HRTimeline
VICUS CAPITAL1,072$356K0.03%+413F-HRTimeline
Steward Partners Investment Advisory, L…1,073$356K<0.01%+7513F-HRTimeline
Formidable Asset Management, LLC1,378$356K0.06%013F-HRTimeline
SIMPLEX TRADING, LLC1,071$355K0.01%new13F-HRTimeline
Jacobi Capital Management LLC1,066$354K0.02%-6113F-HRTimeline
Grange Capital, LLC1,050$349K0.36%013F-HRTimeline
Carnegie Lake Advisors LLC1,048$348K0.14%013F-HRTimeline
Plancorp, LLC1,045$347K0.01%-913F-HRTimeline
Belmont Capital, LLC1,042$346K0.05%013F-HRTimeline
LS Investment Advisors, LLC1,040$345K0.05%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,032$343K0.01%+17213F-HRTimelineGroup
Foster Group, Inc.1,026$341K0.01%+13713F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI1,022$339K0.02%013F-HRTimeline
BKM Wealth Management, LLC1,018$338K0.13%013F-HRTimeline
Caldwell Trust Co1,017$338K0.03%013F-HRTimeline
Welch & Forbes LLC1,016$337K<0.01%-10413F-HRTimeline
Kooman & Associates1,014$337K0.11%-113F-HRTimeline
GC Wealth Management RIA, LLC1,012$336K0.03%new13F-HRTimeline
Certified Advisory Corp1,008$335K0.03%013F-HRTimeline
Warther Private Wealth, LLC1,003$333K0.09%new13F-HRTimeline
FMB WEALTH MANAGEMENT1,003$333K0.16%-213F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC1,001$333K0.01%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,000$332K0.03%-313F-HRTimeline
RW Investment Management LLC1,000$332K0.04%013F-HRTimeline
South Dakota Investment Council1,000$332K0.01%013F-HRTimeline
Live Oak Private Wealth LLC999$332K0.05%-6913F-HRTimeline
EASTERN BANK990$329K0.01%013F-HRTimeline
ABLE Financial Group, LLC986$328K0.08%-313F-HRTimeline
Dynamic Advisor Solutions LLC983$327K0.01%+713F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC982$326K0.06%013F-HRTimeline
Financial Security Advisor, Inc.980$326K0.07%+413F-HRTimeline
1776 Wealth LLC979$325K0.13%-5113F-HRTimeline
DILLON & ASSOCIATES INC966$321K0.04%-4,42613F-HRTimeline
KLCM Advisors, Inc.966$321K0.03%013F-HRTimeline
Tradition Wealth Management, LLC964$320K0.03%-113F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP964$320K0.09%-2,42613F-HRTimeline
AMERICAN NATIONAL BANK & TRUST962$320K0.03%-5913F-HRTimeline
WealthPLAN Partners, LLC959$319K0.05%-4513F-HRTimeline
Accredited Investors Inc.955$317K0.02%+7313F-HRTimeline
Sender Co & Partners, Inc.953$317K0.09%-78513F-HRTimeline
MARSHALL & SULLIVAN INC /WA/950$316K0.15%013F-HRTimeline
MBB PUBLIC MARKETS I LLC949$315K0.04%-22113F-HRTimeline
U.S. Capital Wealth Advisors, LLC936$311K0.01%+713F-HRTimeline
Empower Advisory Group, LLC935$311K<0.01%new13F-HRTimeline
CHELSEA COUNSEL CO922$306K0.15%013F-HRTimeline
Bishop & Co Investment Management, LLC918$305K0.11%013F-HRTimeline
CONNING INC.in group CONNING INC.917$305K0.01%-2413F-HRTimelineGroup
Diligent Investors, LLC916$304K0.07%+113F-HRTimeline
Hudock, Inc.913$303K0.05%+113F-HRTimeline
Second Line Capital, LLC913$303K0.07%-8213F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC912$303K0.01%+13113F-HRTimeline
Smart Money Group LLC908$302K0.09%+313F-HRTimeline
Impact Capital Partners LLC904$300K0.1%+2813F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC903$300K0.23%new13F-HRTimeline
Pine Harbor Wealth Management, LLC900$299K0.11%013F-HRTimeline
CW Advisors, LLC894$297K<0.01%+4113F-HRTimeline
Modera Wealth Management, LLC894$297K<0.01%-2313F-HRTimeline
PRIVATE MANAGEMENT GROUP INC891$296K0.01%013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding889$295K+6Timeline
HOWARD BAILEY SECURITIES, LLC888$295K0.09%-7613F-HR/ATimeline
PDS Planning, Inc886$294K0.02%new13F-HRTimeline
PATTON FUND MANAGEMENT, INC.886$294K0.06%new13F-HRTimeline
COMMERZBANK AKTIENGESELLSCHAFT /FI877$292K0.01%-3,46213F-HRTimeline
CAMBIAR INVESTORS LLC878$292K0.01%-39513F-HRTimeline
KICKSTAND VENTURES, LLC.875$291K0.07%-313F-HRTimeline
KEYSTONE INVESTORS PTE LTD874$290K0.06%-69313F-HRTimeline
Financial Engines Advisors L.L.C.874$290K<0.01%-213F-HRTimeline
Fragasso Financial Advisors Inc871$289K0.02%-2113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.870$289K0.04%-4513F-HRTimeline
Key Financial Inc869$289K0.06%013F-HRTimeline
ERn Financial, LLC868$288K0.06%-213F-HRTimeline
First Business Financial Services, Inc.867$288K0.03%013F-HRTimeline
PITCAIRN COin group PITCAIRN CO861$286K0.02%-13513F-HR/ATimelineGroup
Aviso Financial Inc.859$285K0.01%+3613F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …849$282K0.02%-16413F-HR/ATimeline
PROFESSIONAL ADVISORY SERVICES INC850$282K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Graypoint LLC845$281K0.02%-713F-HRTimeline
PharVision Advisers, LLC838$278K0.4%new13F-HRTimeline
Crestwood Advisors Group, LLC836$278K<0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC835$277K0.03%-613F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC833$277K0.08%-613F-HRTimeline
SevenBridge Financial Group, LLC812$276K0.05%-6513F-HRTimeline
Crescent Grove Advisors, LLC822$273K0.03%new13F-HRTimeline
Sonora Investment Management Group, LLC817$271K0.02%-13213F-HRTimeline
HOWE & RUSLING INC814$270K0.02%+2013F-HRTimeline
SEVEN MILE ADVISORY811$269K0.16%-2613F-HRTimeline
Founders Financial Alliance, LLC810$269K0.06%new13F-HRTimeline
CX Institutional808$268K0.01%+18313F-HR/ATimeline
Advance Capital Management, Inc.800$266K0.01%013F-HRTimeline
Wells Trecaso Financial Group, LLC800$266K0.08%013F-HRTimeline
BOCHK Asset Management Ltd800$266K0.08%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…799$265K0.01%+19213F-HRTimelineGroup
Chicago Partners Investment Group LLC738$264K0.01%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT791$263K0.01%new13F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co787$261K0.02%+7013F-HRTimelineGroup
Busey Bank785$261K0.01%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…783$260K0.01%-4513F-HRTimelineGroup
Icon Wealth Advisors, LLC782$260K0.02%013F-HRTimeline
PANAGORA ASSET MANAGEMENT INC777$258K<0.01%-513F-HRTimeline
M. Kulyk & Associates, LLC777$258K0.06%-3213F-HRTimeline
Sicart Associates LLC775$257K0.09%-40013F-HRTimeline
Center for Financial Planning, Inc.767$255K0.03%013F-HRTimeline
Clark Capital Management Group, Inc.766$254K<0.01%new13F-HRTimeline
Baltimore-Washington Financial Advisors…762$253K0.01%new13F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd761$253K0.02%new13F-HRTimelineGroup
LANARK FINANCIAL, INC.759$252K0.02%-7913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.756$251K0.02%-11213F-HRTimelineGroup
Leonteq Securities AG756$251K0.01%-11,14013F-HRTimeline
Drucker Wealth 3.0, LLC736$250K0.05%new13F-HRTimeline
Maple Capital Management, Inc.753$250K0.02%-35013F-HRTimeline
Quadrant Private Wealth Management, LLC746$248K0.05%new13F-HRTimeline
BSW Wealth Partners739$246K0.03%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…737$245K0.02%new13F-HRTimeline
Proficio Capital Partners LLC730$243K0.02%new13F-HRTimeline
City State Bank730$242K0.08%013F-HRTimeline
Pallas Capital Advisors LLC730$242K0.01%-16813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors747$242K0.04%-19113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.728$242K0.01%new13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC724$240K0.04%new13F-HRTimeline
Ironwood Investment Counsel, LLC721$240K0.04%new13F-HRTimeline
Enterprise Bank & Trust Co721$239K0.09%new13F-HRTimeline
Washington Trust Bank716$238K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Per Stirling Capital Management, LLC.713$237K0.03%new13F-HRTimeline
SAPIENT CAPITAL LLC705$234K<0.01%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…703$234K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC703$234K0.01%+26313F-HRTimeline
Impact Partnership Wealth, LLC702$233K0.04%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…701$233K0.01%new13F-HRTimelineGroup
Professional Financial Advisors, LLC700$233K0.05%new13F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY696$231K0.05%new13F-HRTimeline
Signal Advisors Wealth, LLC694$231K0.02%-15813F-HRTimeline
True North Advisors, LLC691$230K0.04%new13F-HRTimeline
Accel Wealth Management690$229K0.08%new13F-HRTimeline
LeClair Wealth Partners LLC688$229K0.16%new13F-HRTimeline
Ruggaard & Associates LLC687$228K0.09%new13F-HRTimeline
Capital Investment Advisory Services, L…683$227K0.02%new13F-HRTimeline
Coastal Bridge Advisors, LLC682$227K0.02%new13F-HRTimeline
Soltis Investment Advisors LLC680$226K0.02%new13F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC680$226K0.06%new13F-HRTimeline
MGO ONE SEVEN LLC679$226K0.01%new13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC671$223K0.05%new13F-HRTimeline
Carr Financial Group Corp672$223K0.07%new13F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT671$223K<0.01%new13F-HRTimeline
Foguth Wealth Management, LLC.670$223K0.05%-11513F-HRTimeline
JFS WEALTH ADVISORS, LLC670$223K0.01%-3213F-HRTimeline
Rothschild Wealth LLC668$222K0.05%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd667$222K0.01%-2,74413F-HRTimelineGroup
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP666$221K0.06%new13F-HRTimelineGroup
Trust Investment Advisors664$221K0.13%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…664$220K0.01%013F-HR/ATimeline
Aries Wealth Management660$219K0.06%new13F-HRTimeline
Vantage Point Financial LLC655$218K0.1%new13F-HRTimeline
Phillips Wealth Planners LLC639$216K0.2%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO649$216K<0.01%+6013F-HRTimelineGroup
Strengthening Families & Communities, L…831$215K0.12%+28713F-HRTimeline
Independent Advisor Alliance641$213K0.01%new13F-HRTimeline
Estabrook Capital Management640$213K0.03%-36013F-HRTimeline
SHELTON CAPITAL MANAGEMENT638$212K<0.01%new13F-HRTimeline
BURKE & HERBERT BANK & TRUST CO635$211K0.05%new13F-HRTimeline
MATHER GROUP, LLC.635$211K<0.01%-30713F-HRTimeline
Great Waters Wealth Management634$211K0.03%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC634$210K0.09%new13F-HRTimeline
CHEMUNG CANAL TRUST CO633$210K0.04%new13F-HRTimeline
Sound View Wealth Advisors Group, LLC632$210K0.02%-19213F-HRTimeline
Paragon Capital Management Ltd632$210K0.04%new13F-HRTimeline
Flagstone Financial Management631$210K0.06%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC631$210K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…630$209K0.01%new13F-HRTimeline
CENTRAL TRUST Co628$209K<0.01%-1413F-HRTimeline
NWF Advisory Services Inc.627$208K0.02%new13F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC627$208K<0.01%new13F-HRTimeline
Clear Creek Financial Management, LLC625$208K0.02%new13F-HRTimeline
VSM Wealth Advisory, LLC623$207K0.07%013F-HRTimeline
Arax Advisory Partners466$207K0.01%+9913F-HRTimeline
Cherry Creek Investment Advisors, Inc.621$206K0.1%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC621$206K0.02%+1713F-HRTimeline
Parkside Financial Bank & Trust619$206K0.02%-5713F-HRTimeline
Gouws Capital LLC619$206K0.13%new13F-HRTimeline