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Disclosery

ROK ROCKWELL AUTOMATION INC

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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
CVA Family Office, LLC258$73.7K0.01%+4813F-HRTimeline
New England Capital Financial Advisors …250$71.5K0.03%013F-HRTimeline
HOERTKORN RICHARD CHARLES250$71.4K0.03%-25013F-HRTimeline
HAZLETT, BURT & WATSON, INC.249$71K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC248$70.9K0.03%013F-HRTimeline
Independence Bank of Kentucky240$68.6K0.01%013F-HRTimeline
Continuum Advisory, LLC230$65.7K0.01%+613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…226$65.3K<0.01%013F-HRTimeline
Breakwater Investment Management226$64.6K0.03%013F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management225$64.4K<0.01%-3013F-HRTimelineGroup
Quent Capital, LLC218$62.3K0.01%+1813F-HRTimeline
ORG Partners LLC212$60.6K0.01%+1613F-HRTimeline
ROGCO, LP205$58.6K0.02%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA201$57.4K0.01%+113F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.200$57.2K0.02%013F-HRTimeline
Van Hulzen Asset Management, LLC200$57.2K<0.01%new13F-HRTimeline
Advantage Trust Co200$57.2K0.03%013F-HRTimeline
GKV Capital Management Co., Inc.200$57.2K0.02%13F-HRTimeline
Arax Advisory Partners198$56.6K<0.01%+2613F-HRTimeline
Hemington Wealth Management199$56K0.01%+2213F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.201$56K<0.01%+10113F-HRTimelineGroup
TSFG, LLC191$54K0.01%+113F-HRTimeline
Natixis Investment Managers Internation…186$53.2K<0.01%-11713F-HRTimeline
Bullock Wealth Management Group186$53.1K0.03%-313F-HRTimeline
Aventura Private Wealth, LLC183$52.3K0.03%13F-HRTimeline
MOTCO182$52K0.01%013F-HRTimeline
MONETARY MANAGEMENT GROUP INC175$50K0.01%013F-HRTimeline
Asset Planning,Inc173$49.4K0.04%13F-HRTimeline
Cassady Schiller Wealth Management, LLC167$47.7K0.02%+713F-HRTimeline
Accredited Wealth Management, LLC165$47.2K0.04%13F-HRTimeline
Eagle Bay Advisors LLC159$45.4K0.03%-3713F-HRTimeline
Laurel Wealth Advisors LLC141$40.3K0.01%013F-HRTimeline
Knuff & Co LLC141$40.3K0.01%+4113F-HRTimeline
GODSEY & GIBB, INC140$40K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC133$38K0.02%13F-HRTimeline
Legend Financial Advisors, Inc.130$37.2K0.03%-2013F-HRTimeline
Strategic Investment Solutions, Inc. /IL129$36.9K0.01%013F-HRTimeline
Deseret Mutual Benefit Administrators125$35.7K0.02%+1813F-HRTimeline
Parvin Asset Management, LLC125$35.7K0.04%13F-HRTimeline
IAG Wealth Partners, LLC124$35.5K0.01%013F-HRTimeline
Sachetta, LLC122$35K0.01%+413F-HRTimeline
SBI Securities Co., Ltd.121$34.6K<0.01%13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …120$34.3K0.01%new13F-HRTimelineGroup
OARSMAN CAPITAL, INC.120$34.3K0.01%013F-HRTimeline
2UniFi Bank120$34.3K0.02%13F-HRTimeline
Financial Perspectives, Inc112$32K0.01%013F-HRTimeline
Zions Bancorporation, N.A.107$30.6K<0.01%-5713F-HRTimeline
Darwin Wealth Management, LLC105$30K0.01%-2313F-HR/ATimeline
Knights of Columbus Asset Advisors LLC100$28.6K<0.01%013F-HRTimeline
BIRCHBROOK, INC.100$28.6K0.02%013F-HRTimeline
Community Bank, N.A.100$28.6K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST96$27.4K0.01%013F-HRTimeline
Pinnacle Financial Partners Inc100$26.8K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.93$26.6K<0.01%+1813F-HRTimeline
Pathway Financial Advisers, LLC92$26.3K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…90$25.7K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.89$25.4K<0.01%+213F-HRTimeline
GPS Wealth Strategies Group, LLC86$24.6K<0.01%013F-HRTimeline
Grove Bank & Trust84$24K<0.01%+1913F-HRTimeline
Bruce G. Allen Investments, LLC83$23.7K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC81$23.2K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …80$22.9K<0.01%013F-HRTimelineGroup
Fairscale Capital, LLC79$22.6K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…77$22K<0.01%013F-HR/ATimeline
Capital Advisors, Ltd. LLC76$22K<0.01%+613F-HRTimeline
Sugarloaf Wealth Management, LLC77$22K<0.01%013F-HRTimeline
Rise Advisors, LLC76$21.8K0.01%013F-HRTimeline
West Branch Capital LLC75$21.4K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.74$21.1K0.01%013F-HRTimeline
Paladin Advisory Group, LLC74$21.1K0.02%013F-HRTimeline
WINTRUST INVESTMENTS LLC74$21K0.02%-4413F-HRTimeline
Covestor Ltd74$21K0.01%-27813F-HRTimeline
Riverview Trust Co72$20.6K0.02%013F-HRTimeline
Venturi Wealth Management, LLC71$20.3K<0.01%+4213F-HRTimeline
New Millennium Group LLC71$20.3K0.01%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC70$20K<0.01%013F-HRTimeline
CNB Bank70$20K0.01%-1613F-HRTimeline
WealthCollab, LLC64$18.3K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC64$18.3K0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN63$18K<0.01%-513F-HRTimeline
Rosenberg Matthew Hamilton62$17.7K<0.01%-313F-HRTimeline
WEST PACES ADVISORS INC.58$16.6K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT57$16.3K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co53$15.1K0.01%013F-HRTimeline
GW&K Investment Management, LLC54$15K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC51$14.6K<0.01%-2413F-HRTimeline
WOLFF WIESE MAGANA LLC51$14.6K0.01%013F-HRTimeline
Mascoma Wealth Management LLC50$14.3K<0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD50$14.3K0.01%013F-HRTimeline
Mainstream Capital Management LLC50$14.3K0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.50$13.9K0.01%13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.48$13.7K0.01%-4813F-HRTimeline
Semmax Financial Advisors Inc.44$13K<0.01%+113F-HRTimeline
Iron Horse Wealth Management, LLC45$12.9K<0.01%+1513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC45$12.9K<0.01%013F-HRTimelineGroup
Manchester Capital Management LLC44$12.6K<0.01%+1213F-HRTimeline
Geneos Wealth Management Inc.42$12K<0.01%-2513F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP40$11.4K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC40$11.4K<0.01%-1413F-HRTimeline
Financial Management Professionals, Inc.39$11.1K<0.01%-813F-HRTimeline
LEE DANNER & BASS INC34$9.72K<0.01%new13F-HRTimeline
Bogart Wealth, LLC34$9.72K<0.01%+1713F-HRTimeline
Archer Investment Corp32$9.28K<0.01%-313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…29$9K<0.01%new13F-HRTimelineGroup
SIERRA OCEAN, LLC31$8.88K0.01%13F-HRTimeline
Fortitude Family Office, LLC31$8.86K<0.01%013F-HRTimeline
Dunhill Financial, LLC31$8.84K<0.01%+613F-HRTimeline
Raleigh Capital Management Inc.30$8.59K<0.01%-213F-HRTimeline
Gen-Wealth Partners Inc30$8.57K<0.01%013F-HRTimeline
Compass Financial Services Inc30$8.46K<0.01%13F-HRTimeline
Millstone Evans Group, LLC28$8K0.01%13F-HRTimeline
NewSquare Capital LLC27$7.72K<0.01%new13F-HRTimeline
WPG Advisers, LLC26$7.43K0.01%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC25$7.14K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.23$6.57K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC22$6.29K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…22$6.29K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC21$6K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22$6K<0.01%-7313F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH20$5.72K<0.01%013F-HRTimeline
Orion Capital Management LLC20$5.72K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC19$5.43K<0.01%013F-HRTimeline
Investors Research Corp19$5.43K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …18$5.14K0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC17$4.86K<0.01%013F-HRTimeline
Abound Wealth Management17$4.76K<0.01%+113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.16$4.57K<0.01%-313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…16$4.57K<0.01%013F-HRTimeline
Heritage Wealth Advisors15$4.29K<0.01%+313F-HRTimeline
SITTNER & NELSON, LLC14$4K<0.01%+113F-HRTimeline
Avion Wealth16$4K<0.01%+413F-HRTimeline
Ridgewood Investments LLC13$3.57K<0.01%013F-HRTimeline
Caitlin John, LLC12$3.48K<0.01%+813F-HRTimeline
SJS Investment Consulting Inc.12$3.43K<0.01%-513F-HRTimeline
Jackson, Grant Investment Advisers, Inc.12$3.43K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC12$3.43K<0.01%+213F-HRTimeline
Stonebridge Financial Group, LLC12$3.43K<0.01%13F-HRTimeline
Fairman Group, LLC12$3.43K<0.01%013F-HRTimeline
Creekmur Asset Management LLC11$3.14K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC10$2.94K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$2.86K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC10$2.86K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CAROLINAS WEALTH CONSULTING LLC10$2.86K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC10$2.86K<0.01%new13F-HRTimeline
Atala Financial Inc10$2.86K<0.01%13F-HRTimeline
Slocum, Gordon & Co LLP10$2.86K<0.01%013F-HRTimeline
JNBA Financial Advisors9$2.57K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9$2.57K<0.01%013F-HRTimeline
Transce3nd, LLC9$2.57K<0.01%13F-HRTimeline
WealthTrak Capital Management LLC8$2.29K<0.01%13F-HRTimeline
Core Alternative Capital8$2.29K<0.01%013F-HRTimeline
Aspect Partners, LLC8$2.29K<0.01%+413F-HRTimeline
Global Financial Private Client, LLC8$2.29K<0.01%+413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7$2K<0.01%013F-HRTimeline
MeadowBrook Investment Advisors LLC7$2K<0.01%013F-HRTimeline
Anchor Investment Management, LLC7$2K<0.01%-1513F-HRTimeline
HHM Wealth Advisors, LLC7$2K<0.01%new13F-HRTimeline
GoalVest Advisory LLC7$2K<0.01%new13F-HRTimeline
Promus Capital, LLC7$2K<0.01%13F-HR/ATimeline
Clark Wealth Partners7$2K<0.01%13F-HRTimeline
Plato Investment Management Ltd6$1.72K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC6$1.72K<0.01%-613F-HR/ATimeline
TUCKER ASSET MANAGEMENT LLC6$1.72K<0.01%-313F-HRTimeline
Trifecta Capital Advisors, LLC6$1.72K<0.01%013F-HRTimeline
True Wealth Design, LLC6$1.72K<0.01%+213F-HRTimeline
Riggs Asset Managment Co. Inc.5$1.43K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.5$1.43K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.5$1.43K<0.01%13F-HRTimeline
Fairway Wealth LLC5$1.43K<0.01%013F-HRTimeline
Rakuten Securities, Inc.4$1.14K<0.01%-213F-HRTimeline
Painted Porch Advisors LLC4$1.14K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC4$1.14K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC4$1.14K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.4$1K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BOK Financial Private Wealth, Inc.3$858<0.01%013F-HRTimeline
Hara Capital LLC3$857<0.01%013F-HR/ATimeline
Principia Wealth Advisory, LLC3$857<0.01%13F-HRTimeline
Nova Wealth Management, Inc.3$857<0.01%13F-HRTimeline
WINNACLE WEALTH LLC3$675<0.01%13F-HRTimeline
NVWM, LLC2$572<0.01%013F-HRTimeline
NFSG Corp2$572<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2$572<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$572<0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC1$288<0.01%013F-HRTimeline
Activest Wealth Management1$286<0.01%new13F-HRTimeline
Sugar Maple Asset Management, LLC1$286<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1$285<0.01%013F-HRTimeline
West Oak Capital, LLC18$51<0.01%013F-HR/ATimeline
Wood Tarver Financial Group, LLC1$00%13F-HRTimelineValue filed as zero, left out of ratios.