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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
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…727$360K0.01%-39913F-HRTimelineGroup
Ironwood Investment Counsel, LLC722$358K0.05%013F-HRTimeline
Pallas Capital Advisors LLC722$358K0.01%+113F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd721$357K0.02%+2013F-HRTimelineGroup
Avidian Wealth Enterprises, LLC719$356K0.01%+9413F-HRTimeline
Supplemental Annuity Collective Trust o…714$353K0.09%-4613F-HRTimeline
First Business Financial Services, Inc.712$352K0.03%+5713F-HRTimeline
KICKSTAND VENTURES, LLC.712$352K0.06%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC709$351K0.02%+2113F-HRTimeline
Center for Financial Planning, Inc.707$350K0.03%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT706$350K<0.01%013F-HRTimeline
Cherry Creek Investment Advisors, Inc.700$347K0.14%+113F-HRTimeline
Rothschild Wealth LLC699$346K0.03%-413F-HRTimeline
WELCH CAPITAL PARTNERS LLC/NY696$345K0.07%013F-HRTimeline
PCM Encore, LLC697$345K0.06%-2613F-HRTimeline
Washington Trust Bank695$344K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
LeClair Wealth Partners LLC695$344K0.18%new13F-HRTimeline
AlphaGrep UK Ltd694$344K0.1%-45713F-HRTimeline
Ruggaard & Associates LLC693$343K0.12%013F-HRTimeline
JFS WEALTH ADVISORS, LLC691$342K0.02%+113F-HRTimeline
Plancorp, LLC742$342K0.01%-913F-HRTimeline
Capital Investment Advisory Services, L…684$338K0.02%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC681$337K0.05%+213F-HRTimeline
Flagstone Financial Management681$337K0.08%013F-HRTimeline
Vantage Point Financial LLC680$337K0.1%+1713F-HRTimeline
Bishop & Co Investment Management, LLC680$337K0.1%-23813F-HRTimeline
HighPoint Advisor Group LLC680$337K0.01%+213F-HRTimeline
55 North Private Wealth, LLC677$335K0.07%new13F-HRTimeline
Baron Wealth Management LLC675$334K0.09%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC671$332K<0.01%+1213F-HRTimeline
Phillips Wealth Planners LLC706$331K0.24%-113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.668$331K0.03%+513F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP666$330K0.08%013F-HRTimelineGroup
Diligent Investors, LLC666$330K0.07%+113F-HRTimeline
Krilogy Financial LLC665$329K0.01%+113F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…664$329K0.01%013F-HRTimeline
Values First Advisors, Inc.664$329K0.15%-1613F-HR/ATimeline
Aries Wealth Management660$327K0.06%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…659$325K<0.01%+2313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB654$324K0.01%+9813F-HRTimeline
Alessandra Capital Management, LLC651$322K0.23%013F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC650$322K0.11%-55913F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding650$322K-4,082Timeline
Howard Capital Management, LLC647$320K<0.01%new13F-HRTimeline
NWF Advisory Services Inc.647$320K0.03%+1513F-HRTimeline
Financial Management Professionals, Inc.646$320K0.03%+60013F-HRTimeline
SevenBridge Financial Group, LLC725$320K0.05%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…645$319K0.01%-813F-HRTimeline
First Command Advisory Services, Inc.643$318K<0.01%+8113F-HRTimeline
Northwest Bancshares, Inc.641$317K0.06%+6813F-HRTimeline
L2 Asset Management, LLC641$317K0.03%+3413F-HRTimeline
Stenger Family Office, LLC641$317K0.05%-413F-HRTimeline
ARS Wealth Advisors Group, LLC640$317K0.02%+713F-HRTimeline
FourThought Financial Partners, LLC638$316K0.02%+113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…635$314K0.01%-313F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO635$314K0.08%013F-HRTimeline
CWA Asset Management Group, LLC635$314K0.01%+7413F-HRTimeline
Americana Partners, LLC634$314K0.01%new13F-HRTimeline
Great Waters Wealth Management634$314K0.03%013F-HRTimeline
Malaga Cove Capital, LLC632$313K0.1%-17313F-HRTimeline
Annis Gardner Whiting Capital Advisors,…630$312K0.05%013F-HRTimeline
PALISADE CAPITAL MANAGEMENT, LP630$312K0.01%+1813F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.628$311K0.04%new13F-HRTimeline
CRAWFORD INVESTMENT COUNSEL INC627$310K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC/CA626$309K0.04%13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC623$309K0.11%013F-HRTimeline
VSM Wealth Advisory, LLC623$309K0.08%013F-HRTimeline
Wilkerson Advisory Group LLC622$308K0.09%-7213F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC621$307K0.02%013F-HRTimeline
Gouws Capital LLC619$306K0.14%013F-HRTimeline
Gryphon Financial Partners LLC619$306K0.03%+3413F-HRTimeline
Lynx Investment Advisory615$304K0.1%new13F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…614$304K0.02%013F-HRTimeline
Copley Financial Group, Inc.614$304K0.18%-43313F-HRTimeline
GREENWOOD GEARHART LLC613$303K0.01%+1313F-HRTimeline
Strategic Financial Services, Inc.610$302K0.01%013F-HRTimeline
American Trust610$302K0.02%new13F-HRTimeline
Breakwater Capital Group610$302K0.04%+113F-HRTimeline
Smith Salley Wealth Management608$301K0.01%new13F-HRTimeline
West Family Investments, Inc.608$301K0.09%new13F-HRTimeline
Accel Wealth Management606$300K0.07%+113F-HRTimeline
Cove Private Wealth, LLC605$300K0.06%013F-HRTimeline
S&CO INC605$299K0.02%new13F-HRTimeline
Fiduciary Wealth Partners, LLC603$299K0.16%+313F-HRTimeline
INVESTMENT PARTNERS, LTD.601$298K0.09%new13F-HRTimeline
South Street Advisors LLC600$297K0.04%013F-HRTimeline
Black Swift Group, LLC600$297K0.04%new13F-HRTimeline
Petix & Botte Co600$297K0.06%+30013F-HRTimeline
BURLING WEALTH PARTNERS, LLC600$297K0.04%013F-HRTimeline
Battery Global Advisors, LLC598$296K0.15%013F-HRTimeline
World Investment Advisors816$296K<0.01%+313F-HRTimeline
KCM INVESTMENT ADVISORS LLC598$296K0.01%-1013F-HRTimeline
TICINO WEALTH592$293K0.09%+1813F-HRTimeline
Traynor Capital Management, Inc.591$292K0.01%+1413F-HRTimeline
Purewater Capital LLC587$291K0.21%-413F-HRTimeline
Concentric Capital Strategies, LP586$290K0.02%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT585$290K0.02%new13F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC585$290K0.02%+313F-HRTimeline
United Asset Strategies, Inc.580$287K0.02%013F-HRTimeline
Paladin Wealth, LLC580$287K0.17%-7113F-HRTimeline
SHELTON CAPITAL MANAGEMENT578$286K0.01%-3213F-HRTimeline
CIDEL ASSET MANAGEMENT INC574$284K0.01%013F-HRTimeline
Stokes Family Office, LLC574$284K0.03%-4213F-HRTimeline
RB Capital Management, LLC573$284K0.06%+213F-HRTimeline
Hanson & Doremus Investment Management569$282K0.03%-2113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO569$282K0.02%new13F-HRTimeline
Crescent Grove Advisors, LLC568$281K0.02%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC567$281K<0.01%-23113F-HRTimeline
Merrion Investment Management Co, LLC566$280K0.13%013F-HRTimeline
Parkside Financial Bank & Trust566$280K0.02%+113F-HRTimeline
Brown Miller Wealth Management, LLC565$280K0.07%013F-HRTimeline
Stonebrook Private Inc.564$279K0.05%new13F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…564$279K0.06%-1513F-HRTimeline
Falcon Wealth Planning564$279K0.02%-3013F-HRTimeline
First Interstate Bank561$278K0.01%new13F-HRTimeline
FAGAN ASSOCIATES, INC.561$278K0.03%013F-HRTimeline
Cannell & Spears LLC560$277K<0.01%013F-HRTimeline
Foguth Wealth Management, LLC.602$276K0.03%+2613F-HRTimeline
Avior Wealth Management, LLC554$274K0.01%new13F-HRTimeline
Almanack Investment Partners, LLC.551$273K0.03%new13F-HRTimeline
MISSION WEALTH MANAGEMENT, LP550$272K<0.01%new13F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC550$272K0.11%new13F-HRTimeline
Wealth Watch Advisors, INC550$272K0.09%new13F-HRTimeline
Integrated Investment Consultants, LLC548$271K0.05%-33013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…548$271K<0.01%-11913F-HRTimelineGroup
CONNING INC.in group CONNING INC.546$270K0.01%new13F-HRTimelineGroup
Canopy Partners, LLC546$270K0.08%new13F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …540$267K0.02%new13F-HRTimelineGroup
INGALLS & SNYDER LLC540$267K0.01%new13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co539$267K0.02%new13F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp538$266K<0.01%new13F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC537$266K0.11%new13F-HRTimeline
SUMMITRY LLC536$265K0.01%new13F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC534$264K0.01%new13F-HRTimelineGroup
Walker Asset Management, LLC531$263K0.13%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC531$263K0.01%+12913F-HRTimeline
City State Bank530$262K0.06%013F-HRTimeline
WealthPlan Investment Management, LLC530$262K0.01%new13F-HRTimeline
CITY HOLDING CO530$262K0.03%+1013F-HRTimeline
SAPIENT CAPITAL LLC528$261K<0.01%-62913F-HR/ATimeline
Cornerstone Wealth Management, LLC527$261K0.01%-5613F-HRTimeline
Icon Wealth Advisors, LLC527$261K0.02%new13F-HRTimeline
Beacon Financial Advisory LLC526$260K0.05%new13F-HRTimeline
Clear Creek Financial Management, LLC526$260K0.02%new13F-HRTimeline
Heritage Wealth Management, Inc.526$260K0.06%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC525$260K0.05%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC524$259K0.01%new13F-HRTimeline
Simplify Asset Management Inc.520$257K<0.01%-4813F-HRTimeline
CRUX WEALTH ADVISORS517$256K0.09%new13F-HRTimeline
PCG ASSET MANAGEMENT, LLC512$253K0.18%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…510$253K0.01%-4913F-HRTimeline
Accurate Wealth Management, LLC531$251K0.02%+1913F-HRTimeline
McClarren Financial Advisors, Inc.505$250K0.13%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC504$250K0.03%new13F-HRTimeline
White Pine Investment CO500$248K0.05%new13F-HRTimeline
Dana Investment Advisors, Inc.500$248K0.01%new13F-HRTimeline
Strategic Financial Concepts, LLC500$248K0.07%-29613F-HRTimeline
Tevis Investment Management500$248K0.14%new13F-HRTimeline
Petersen Hastings Wealth Advisors Inc.500$248K0.02%new13F-HRTimeline
BDFS Capital LLC500$248K0.11%new13F-HRTimeline
PRING TURNER CAPITAL GROUP INC560$247K0.14%013F-HRTimeline
SageView Advisory Group, LLC499$247K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc498$247K0.01%-1113F-HRTimeline
Florida Trust Wealth Management Co498$247K0.01%new13F-HRTimeline
True North Advisors, LLC496$245K0.02%-23313F-HRTimeline
Wynn Capital, LLC495$245K0.11%new13F-HRTimeline
Aspetuck Financial Management LLC492$244K0.14%new13F-HRTimeline
Lotus Asset Management LLC491$243K0.22%13F-HRTimeline
SFMG, LLC491$243K0.01%new13F-HRTimeline
Goldenstone Wealth Management LLC490$243K0.16%new13F-HRTimeline
Rathbones Group PLC490$243K<0.01%new13F-HRTimeline
JM2 Capital Inc.488$242K0.17%new13F-HRTimeline
Kathmere Capital Management, LLC484$240K0.01%new13F-HRTimeline
FIRST HORIZON CORP484$240K0.01%+39913F-HRTimeline
LEGACY FINANCIAL GROUP, INC.482$239K0.06%new13F-HRTimeline
LS Investment Advisors, LLC480$238K0.03%-9513F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …478$237K0.01%new13F-HRTimelineGroup
Aljian Capital Management, LLC475$235K0.04%new13F-HRTimeline
Sicart Associates LLC475$235K0.06%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.474$235K0.02%013F-HRTimeline
May Hill Capital, LLC474$235K0.05%new13F-HRTimeline
Graticule Asia Macro Advisors LLC471$233K0.02%new13F-HRTimeline
Cox Capital Mgt LLC467$231K0.13%new13F-HRTimeline
Sepio Capital, LP465$230K0.01%new13F-HRTimeline
STG SECURITIES, LLC464$230K0.25%13F-HRTimeline
ADVISORTRUST PARTNERS, LLC463$229K0.08%new13F-HRTimeline
Prosperity Consulting Group, LLC462$229K0.01%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC461$228K0.01%new13F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC4,189$228K0.05%new13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC460$228K0.03%new13F-HRTimeline
TFC Financial Management, Inc.459$227K0.03%013F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD453$224K<0.01%new13F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC452$224K0.08%new13F-HRTimeline
Edge Wealth Management LLC450$223K0.04%new13F-HRTimeline
Chung Wu Investment Group, LLC450$223K0.15%-8013F-HRTimeline
CHASE INVESTMENT COUNSEL CORP447$221K0.05%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC444$220K<0.01%new13F-HRTimeline
KRS Capital Management, LLC443$219K0.1%new13F-HRTimeline
Xcelsior Advisor Partners LLC442$219K0.03%new13F-HRTimeline
Centric Wealth Management545$218K0.03%013F-HRTimeline