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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
CULLINAN ASSOCIATES INC1,300$506K0.03%013F-HRTimeline
Valley Brook Capital Group, Inc.1,300$506K0.33%013F-HRTimeline
CenterBook Partners LP1,294$503K0.02%new13F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV1,284$500K0.06%-4513F-HRTimeline
HARBOUR INVESTMENTS, INC.1,284$499K0.01%-5013F-HRTimeline
Global Trust Asset Management, LLC1,275$496K0.2%-76413F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…1,271$495K<0.01%-1,21613F-HRTimelineGroup
Cannon Financial Strategists, Inc.1,268$493K0.07%013F-HRTimeline
USA FINANCIAL FORMULAS1,253$488K0.09%-34113F-HRTimeline
Fideuram Asset Management (Ireland) dac1,727$487K0.04%13F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding1,250$486K0Timeline
Centerpoint Advisors, LLC1,250$486K0.15%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC1,249$486K0.01%+10113F-HRTimeline
SmartHarvest Portfolios, LLC1,248$486K0.17%13F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP1,247$485K0.17%new13F-HRTimeline
West Wealth Group, LLC1,240$483K0.1%-113F-HRTimeline
Savvy Advisors, Inc.1,239$482K0.02%+6613F-HRTimeline
Kovack Advisors, Inc.1,230$479K0.02%new13F-HR/ATimeline
Brown Financial Advisors1,230$479K0.18%-8213F-HRTimeline
Marathon Strategic Advisors, LLC1,225$477K0.36%-27513F-HRTimeline
Navalign, LLC1,225$477K0.12%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC1,224$476K0.02%-2013F-HRTimeline
Texas Capital Bank Wealth Management Se…1,224$476K0.03%+1513F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC1,223$476K0.35%013F-HRTimeline
Revolve Wealth Partners, LLC1,223$476K0.06%+12313F-HRTimeline
Crescent Grove Advisors, LLC1,210$471K0.04%+113F-HRTimeline
Baader Bank Aktiengesellschaft1,215$470K0.04%new13F-HRTimeline
Fortitude Advisory Group L.L.C.1,207$469K0.2%-313F-HRTimeline
Checchi Capital Advisers, LLC1,206$469K0.03%-2213F-HRTimeline
Confluence Wealth Services, Inc.1,206$469K0.02%013F-HRTimeline
Robertson Stephens Wealth Management, L…1,202$468K0.01%+2813F-HRTimeline
Keel Point, LLC1,201$467K0.03%+913F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,200$467K0.01%new13F-HRTimelineGroup
Tyche Wealth Partners LLC1,200$467K0.07%013F-HRTimeline
Moran Wealth Management, LLC1,199$466K0.01%-57213F-HRTimeline
Safeguard Investment Advisory Group, LLC1,198$466K0.12%+1113F-HRTimeline
Employees Retirement System of Texas1,197$466K<0.01%+80813F-HRTimeline
Stanley-Laman Group, Ltd.1,195$465K0.06%013F-HRTimeline
Sowell Financial Services LLC1,189$463K0.02%+1113F-HRTimeline
DILLON & ASSOCIATES INC1,187$462K0.06%+20313F-HRTimeline
Waldron Private Wealth LLC1,185$461K0.02%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC1,183$460K0.01%+12713F-HRTimelineGroup
Fieldview Capital Management, LLC1,179$459K0.08%new13F-HRTimeline
Pacifica Partners Inc.1,149$458K0.2%013F-HRTimeline
SVB WEALTH LLC1,175$457K0.03%-713F-HRTimeline
AssuredPartners Investment Advisors, LLC1,174$457K0.07%+45513F-HRTimeline
Foundations Investment Advisors, LLC1,167$454K0.01%new13F-HRTimeline
Verity Asset Management, Inc.1,160$451K0.19%-1213F-HRTimeline
MADDEN SECURITIES Corp1,155$449K0.14%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,153$449K0.04%013F-HRTimeline
Hardin Capital Partners, LLC1,150$447K0.21%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management1,149$447K0.01%+1013F-HRTimelineGroup
Impact Partnership Wealth, LLC1,141$444K0.06%+26213F-HRTimeline
Blue Trust, Inc.1,139$443K0.01%-7713F-HRTimeline
Massar Capital Management, LP1,137$442K0.09%new13F-HRTimeline
Cedar Point Capital Partners, LLC1,134$441K0.28%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,129$439K0.03%013F-HRTimeline
ProVise Management Group, LLC1,127$438K0.03%-5013F-HRTimeline
Simplicity Wealth,LLC1,125$438K0.03%+8713F-HRTimeline
Beck Bode, LLC1,124$437K0.07%-713F-HRTimeline
Garner Asset Management Corp1,123$437K0.17%+3313F-HRTimeline
REBALANCE, LLC1,122$436K0.03%+4113F-HRTimeline
Castle Rock Wealth Management, LLC1,020$436K0.09%+413F-HRTimeline
Janney Capital Management LLC1,112$433K0.03%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp1,112$433K0.01%-5013F-HRTimelineGroup
Capital Investment Counsel, Inc1,105$430K0.05%013F-HRTimeline
Scientech Research LLC1,101$428K0.27%new13F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,100$428K0.21%-2713F-HRTimeline
MainStreet Investment Advisors LLC1,096$426K0.06%-2713F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW1,096$426K0.06%013F-HRTimelineGroup
PROFUND ADVISORS LLC1,086$423K0.01%-9513F-HRTimeline
Trademark Financial Management, LLC1,081$421K0.23%new13F-HRTimeline
World Investment Advisors1,081$421K0.01%-8513F-HR/ATimeline
VICUS CAPITAL1,079$420K0.03%+313F-HRTimeline
Baltimore-Washington Financial Advisors…1,062$413K0.02%013F-HRTimeline
Copley Financial Group, Inc.1,062$413K0.26%-9813F-HRTimeline
NorthRock Partners, LLC1,055$411K0.01%+1313F-HRTimeline
Jacobi Capital Management LLC1,054$410K0.02%-2513F-HRTimeline
Arkadios Wealth Advisors1,049$408K0.01%new13F-HRTimeline
Carnegie Lake Advisors LLC1,048$408K0.16%013F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,047$407K0.01%+1513F-HRTimelineGroup
CAHILL FINANCIAL ADVISORS INC1,044$406K0.04%013F-HRTimeline
Bridgewater Associates, LP1,040$405K<0.01%-9,59613F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC1,039$404K0.02%+3913F-HRTimeline
K2 PRINCIPAL FUND, L.P.1,039$404K0.04%-71113F-HRTimeline
Founders Financial Alliance, LLC1,038$404K0.08%-31613F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,032$402K<0.01%-2,79513F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding1,025$399K+160Timeline
PARSONS CAPITAL MANAGEMENT INC/RI1,022$398K0.02%013F-HRTimeline
Autumn Glory Partners, LLC1,022$398K0.14%+32013F-HRTimeline
BKM Wealth Management, LLC1,018$396K0.14%013F-HRTimeline
Fort Point Capital Partners LLC940$396K0.05%013F-HRTimeline
Welch & Forbes LLC1,016$395K<0.01%013F-HRTimeline
Kooman & Associates1,016$395K0.12%+213F-HRTimeline
Financial Security Advisor, Inc.1,014$395K0.08%+2113F-HRTimeline
Kelly Financial Services LLC1,012$394K0.1%-4113F-HRTimeline
Certified Advisory Corp1,008$392K0.04%013F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…1,006$392K0.01%+8813F-HRTimelineGroup
FMB WEALTH MANAGEMENT1,003$390K0.15%013F-HRTimeline
KTF INVESTMENTS, LLC1,000$389K0.06%13F-HRTimeline
BOKF, NAin group BOKF, NA999$389K0.01%-49813F-HRTimelineGroup
EASTERN BANK990$385K0.01%013F-HRTimeline
ABLE Financial Group, LLC986$384K0.08%-413F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT985$383K0.01%+18013F-HRTimeline
Live Oak Private Wealth LLC981$382K0.05%-1813F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC977$380K0.06%-513F-HRTimeline
WEST MICHIGAN ADVISORS, LLC977$380K0.09%-8513F-HRTimeline
Whalen Wealth Management Inc.975$379K0.2%+18513F-HRTimeline
Ellevest, Inc.970$377K0.05%-8613F-HRTimeline
Havemeyer Place LP958$373K0.07%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…949$369K0.01%-2213F-HRTimelineGroup
111 Capital947$368K0.08%+29613F-HRTimeline
OPTIMIZE FINANCIAL INC.945$368K0.19%+1213F-HRTimeline
WealthPLAN Partners, LLC934$363K0.05%013F-HRTimeline
Impact Capital Partners LLC923$359K0.11%+1113F-HRTimeline
CHELSEA COUNSEL CO922$359K0.15%013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.921$358K0.1%13F-HRTimelineGroup
DARA CAPITAL US, INC.921$358K0.32%13F-HRTimeline
Bishop & Co Investment Management, LLC918$357K0.12%013F-HRTimeline
Caldwell Trust Co917$357K0.03%-10013F-HRTimeline
Second Line Capital, LLC916$356K0.07%013F-HRTimeline
Hudock, Inc.915$356K0.05%+113F-HRTimeline
Fragasso Financial Advisors Inc913$355K0.02%+1113F-HRTimeline
Smart Money Group LLC913$355K0.1%+213F-HRTimeline
SeaCrest Wealth Management, LLC868$355K0.04%-3013F-HRTimeline
Bison Wealth, LLC999$355K0.04%new13F-HRTimeline
Biltmore Family Office, LLC910$354K0.05%new13F-HRTimeline
Arcus Capital Partners, LLC907$353K0.13%new13F-HRTimeline
Foster Group, Inc.903$351K0.01%+313F-HRTimeline
AMERICAN NATIONAL BANK & TRUST902$351K0.03%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC900$350K0.03%+6613F-HRTimelineGroup
PRIVATE MANAGEMENT GROUP INC891$347K0.01%013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC887$345K<0.01%-18,24713F-HRTimelineGroup
AlphaQuest LLC887$345K0.02%-2,61313F-HRTimeline
W1M Asset Management Ltd883$344K<0.01%new13F-HRTimeline
Leonteq Securities AG881$343K0.02%-5,71313F-HRTimeline
PDS Planning, Inc876$341K0.02%-713F-HRTimeline
CHRISTINE MESSMER PC875$341K0.22%13F-HRTimeline
Clark Capital Management Group, Inc.875$340K<0.01%+5113F-HRTimeline
BSW Wealth Partners869$338K0.04%-3613F-HRTimeline
Per Stirling Capital Management, LLC.868$338K0.04%+15313F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…868$338K0.01%-17213F-HRTimelineGroup
Financial Engines Advisors L.L.C.866$337K<0.01%-613F-HRTimeline
Key Financial Inc866$337K0.06%013F-HRTimeline
Tradewinds, LLC.861$335K0.08%-12713F-HRTimeline
ERn Financial, LLC861$335K0.06%013F-HRTimeline
Pine Harbor Wealth Management, LLC860$335K0.1%-4013F-HRTimeline
NWAM LLC823$333K0.02%-17113F-HRTimeline
FineMark National Bank & Trust853$332K0.01%+1313F-HRTimeline
KICKSTAND VENTURES, LLC.852$331K0.07%013F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC850$331K0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
S.E.E.D. Planning Group LLC850$331K0.09%-1813F-HRTimeline
South Shore Capital Advisors850$331K0.24%13F-HRTimeline
Gladstone Institutional Advisory LLC848$330K0.01%-6313F-HRTimeline
CX Institutional830$323K0.01%+3013F-HRTimeline
R Squared Ltd821$319K0.15%-25413F-HRTimeline
Jain Global LLC821$319K<0.01%-39,71913F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC817$318K0.21%013F-HRTimeline
FIRST COMMUNITY TRUST NA805$313K0.23%-36313F-HRTimeline
Advance Capital Management, Inc.803$312K0.01%013F-HRTimeline
Warther Private Wealth, LLC800$311K0.07%-20013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd796$310K0.02%+5113F-HRTimelineGroup
Strategic Financial Concepts, LLC793$309K0.28%new13F-HRTimeline
Busey Bank789$307K0.01%013F-HRTimeline
Phillips Wealth Planners LLC730$307K0.25%-19913F-HRTimeline
HOWE & RUSLING INC788$307K0.02%-1313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co787$306K0.02%013F-HRTimelineGroup
SevenBridge Financial Group, LLC725$305K0.05%-1513F-HRTimeline
M. Kulyk & Associates, LLC770$300K0.06%013F-HRTimeline
Center for Financial Planning, Inc.767$298K0.03%013F-HRTimeline
Tradition Wealth Management, LLC765$298K0.02%-12013F-HRTimeline
SAPIENT CAPITAL LLC755$297K<0.01%+3313F-HRTimeline
LANARK FINANCIAL, INC.758$295K0.02%-113F-HRTimeline
Maple Capital Management, Inc.753$293K0.02%+313F-HRTimeline
Soltis Investment Advisors LLC748$291K0.02%+6313F-HR/ATimeline
Plancorp, LLC748$291K0.01%-29513F-HRTimeline
Accredited Investors Inc.747$291K0.02%+1513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.746$290K0.02%-10413F-HRTimelineGroup
True North Advisors, LLC746$290K0.04%-3013F-HRTimeline
OLD NATIONAL BANCORP /IN/746$290K<0.01%new13F-HRTimeline
Bayforest Capital Ltd744$289K0.22%-1,20513F-HRTimeline
Premier Path Wealth Partners, LLC743$289K0.04%new13F-HRTimeline
Pinnacle Wealth Management Advisory Gro…737$287K0.02%-313F-HRTimeline
Pallas Capital Advisors LLC737$287K0.01%+1813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC733$285K0.01%+10613F-HRTimeline
Quadrant Private Wealth Management, LLC732$285K0.05%-5413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.728$283K0.01%013F-HRTimeline
Colter Lewis Investment Partners LLC728$283K0.33%13F-HRTimeline
Wallace Hart LLC725$282K0.21%new13F-HRTimeline
Inscription Capital, LLC723$281K0.03%new13F-HRTimeline
Ironwood Investment Counsel, LLC721$281K0.04%013F-HRTimeline
Basepoint Wealth LLC718$280K0.17%-113F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors717$279K0.04%-3013F-HRTimelineGroup
CHILDRESS CAPITAL ADVISORS, LLC716$278K0.04%-413F-HRTimeline
Washington Trust Bank711$277K0.02%-5913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Blueshift Asset Management, LLC703$274K0.08%new13F-HRTimeline
Rothschild Wealth LLC702$273K0.03%+2013F-HR/ATimeline
Professional Financial Advisors, LLC700$272K0.06%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.697$271K0.12%+213F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY696$271K0.05%013F-HRTimeline