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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
Pinnacle Financial Partners Inc100$28.6K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC102$26.4K<0.01%-91613F-HRTimeline
Community Bank, N.A.100$25.8K<0.01%013F-HRTimeline
Knights of Columbus Asset Advisors LLC100$25.8K<0.01%013F-HRTimeline
Citizens National Bank Trust Department100$25.8K0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST96$24.8K0.01%013F-HRTimeline
First Horizon Advisors, Inc.94$24.3K<0.01%+113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.94$24.3K<0.01%+513F-HRTimeline
SIERRA OCEAN, LLC93$24.1K0.02%+6213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…90$23.3K0.01%013F-HRTimeline
Grove Bank & Trust84$21.7K<0.01%013F-HRTimeline
Quarry LP83$21.4K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC81$21K<0.01%013F-HRTimeline
BIRCHBROOK, INC.80$20.7K0.01%-2013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …80$20.7K<0.01%013F-HRTimelineGroup
Fairscale Capital, LLC79$20.4K0.02%013F-HRTimeline
SBI Securities Co., Ltd.78$20.2K<0.01%-4313F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…77$19.9K<0.01%013F-HRTimeline
West Branch Capital LLC75$19.4K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.74$19.1K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC72$18.6K0.01%-1113F-HRTimeline
Rise Advisors, LLC72$18.6K0.01%-413F-HRTimeline
GPS Wealth Strategies Group, LLC71$18.3K<0.01%-1513F-HRTimeline
New Millennium Group LLC71$18.3K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC71$18.3K<0.01%new13F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC70$18.1K<0.01%013F-HRTimeline
CNB Bank70$18.1K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.70$18.1K0.01%+2013F-HRTimeline
Capital Advisors, Ltd. LLC69$18K<0.01%-713F-HRTimeline
Riverview Trust Co69$17.8K0.02%-313F-HRTimeline
Morse Asset Management, Inc68$17.6K<0.01%-3,00913F-HRTimeline
WealthCollab, LLC64$16.5K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC64$16.5K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC64$16.5K<0.01%new13F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN63$16.3K<0.01%013F-HRTimeline
Investors Research Corp63$16.3K<0.01%+4413F-HRTimeline
Rosenberg Matthew Hamilton62$16K<0.01%013F-HRTimeline
GW&K Investment Management, LLC62$16K<0.01%+813F-HRTimeline
Manchester Capital Management LLC59$15.2K<0.01%+1513F-HRTimeline
WEST PACES ADVISORS INC.58$15K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT57$14.7K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co53$13.7K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC51$13.2K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC51$13.2K0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…48$13K<0.01%+1913F-HRTimelineGroup
Mascoma Wealth Management LLC50$12.9K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.44$12.9K<0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.48$12.4K0.01%013F-HRTimeline
Avalon Trust Co46$12K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC45$11.6K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC45$11.6K<0.01%013F-HRTimelineGroup
Saudi Central Bank44$11.4K0.06%new13F-HRTimeline
Orion Capital Management LLC40$10.4K<0.01%+2013F-HRTimeline
Paladin Advisory Group, LLC37$9.56K0.01%-3713F-HRTimeline
NewSquare Capital LLC36$9.3K<0.01%+913F-HRTimeline
Bogart Wealth, LLC36$9.3K<0.01%+213F-HRTimeline
Archer Investment Corp33$8.43K<0.01%+113F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.32$8.31K0.01%-1,85713F-HRTimeline
Fortitude Family Office, LLC31$8.01K<0.01%013F-HRTimeline
WPG Advisers, LLC31$8.01K0.01%+513F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV32$8K<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.30$7.75K<0.01%-913F-HRTimeline
Gen-Wealth Partners Inc30$7.75K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC30$7.75K0.01%new13F-HRTimeline
Compass Financial Services Inc30$7.69K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC38$7.49K0.01%+1713F-HRTimeline
Dunhill Financial, LLC29$7.4K<0.01%-213F-HRTimeline
Millstone Evans Group, LLC28$7.24K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC25$6.46K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC22$6K<0.01%013F-HRTimelineGroup
WEBSTER BANK, N. A.23$5.94K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC22$5.68K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank22$5.68K<0.01%new13F-HRTimelineGroup
Blume Capital Management, Inc.21$5.43K<0.01%new13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH20$5.17K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC19$4.91K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV19$4.91K<0.01%+913F-HRTimeline
Activest Wealth Management18$4.65K<0.01%+1713F-HRTimeline
Moisand Fitzgerald Tamayo, LLC17$4.39K<0.01%013F-HRTimeline
Global Financial Private Client, LLC17$4.39K<0.01%+913F-HRTimeline
Binnacle Investments Inc17$4.39K<0.01%13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.16$4.13K<0.01%013F-HRTimeline
Mowery & Schoenfeld Wealth Management, …16$4.13K0.01%-213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…16$4.13K<0.01%013F-HRTimeline
Avion Wealth16$4K<0.01%013F-HRTimeline
Truvestments Capital LLC15$3.88K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC14$3.62K<0.01%013F-HRTimeline
Fairman Group, LLC12$3.43K<0.01%013F-HRTimeline
Abound Wealth Management13$3.37K<0.01%-413F-HRTimeline
Ridgewood Investments LLC13$3.23K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.12$3.1K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.12$3.1K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC10$2.67K<0.01%013F-HRTimeline
Hughes Financial Services, LLC10$2.59K<0.01%new13F-HRTimeline
True Wealth Design, LLC10$2.58K<0.01%+413F-HRTimeline
Atala Financial Inc10$2.58K<0.01%013F-HRTimeline
Rossby Financial, LCC10$2.48K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC9$2.33K<0.01%-113F-HRTimeline
Bernard Wealth Management Corp.9$2.33K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9$2.33K<0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC9$2.33K<0.01%-113F-HRTimeline
Transce3nd, LLC9$2.33K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC9$2.16K<0.01%+513F-HRTimeline
WealthTrak Capital Management LLC8$2.07K<0.01%013F-HRTimeline
Core Alternative Capital8$2.07K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC8$2.07K<0.01%-413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7$1.81K<0.01%013F-HRTimeline
Anchor Investment Management, LLC7$1.81K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC7$1.81K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC7$1.81K<0.01%+313F-HRTimeline
Promus Capital, LLC7$1.81K<0.01%013F-HR/ATimeline
Dogwood Wealth Management LLC7$1.81K<0.01%new13F-HRTimeline
Clark Wealth Partners7$1.81K<0.01%013F-HRTimeline
Plato Investment Management Ltd6$1.57K<0.01%013F-HRTimeline
Trifecta Capital Advisors, LLC6$1.55K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC6$1.55K<0.01%-25613F-HRTimelineGroup
Tortoise Investment Management, LLC6$1.55K<0.01%013F-HR/ATimeline
Greenline Partners, LLC6$1.55K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.5$1.29K<0.01%013F-HRTimeline
Bare Financial Services, Inc5$1.29K<0.01%new13F-HRTimeline
Fairway Wealth LLC5$1.29K<0.01%013F-HRTimeline
NVWM, LLC4$1.03K<0.01%+213F-HRTimeline
CBIZ Investment Advisory Services, LLC4$1.03K<0.01%new13F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.5$1K<0.01%+113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Principia Wealth Advisory, LLC4$970<0.01%+113F-HRTimeline
WINNACLE WEALTH LLC4$911<0.01%+113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3$776<0.01%new13F-HRTimeline
Crewe Advisors LLC3$776<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC3$776<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC3$775<0.01%new13F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.3$775<0.01%-113F-HRTimelineGroup
Hara Capital LLC3$775<0.01%013F-HRTimeline
Nova Wealth Management, Inc.3$775<0.01%013F-HR/ATimeline
Aspect Partners, LLC2$517<0.01%-613F-HRTimeline
Cherry Tree Wealth Management, LLC2$517<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2$517<0.01%013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$507<0.01%new13F-HRTimelineGroup
Bear Mountain Capital, Inc.2$500<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC1$262<0.01%013F-HRTimeline
American Capital Advisory, LLC1$259<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC1$258<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1$258<0.01%-1113F-HRTimeline
West Oak Capital, LLC18$47<0.01%013F-HRTimeline
Raleigh Capital Management Inc.0$17<0.01%-3013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-22613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.