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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
Stokes Family Office, LLC618$205K0.02%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…621$205K<0.01%+6713F-HRTimelineGroup
CIDEL ASSET MANAGEMENT INC613$204K0.01%new13F-HRTimeline
Turtle Creek Wealth Advisors, LLC611$203K0.02%new13F-HRTimeline
United Asset Strategies, Inc.609$202K0.02%new13F-HRTimeline
Breakwater Capital Group609$202K0.03%new13F-HRTimeline
Values First Advisors, Inc.609$202K0.11%new13F-HRTimeline
Hanson & Doremus Investment Management608$202K0.03%013F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…608$202K0.04%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC607$202K0.02%new13F-HRTimeline
Centric Wealth Management602$201K0.05%new13F-HRTimeline
Sunbelt Securities, Inc.695$199K0.02%+30113F-HRTimeline
Battery Global Advisors, LLC598$199K0.1%013F-HRTimeline
Gitterman Wealth Management, LLC579$193K0.04%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.575$191K0.01%-2013F-HRTimelineGroup
Raiffeisen Bank International AGin group Raiffeisen Bank International…574$185K<0.01%-27113F-HRTimelineGroup
TFC Financial Management, Inc.544$181K0.02%-313F-HRTimeline
Smithfield Trust Co532$177K0.01%013F-HRTimeline
Quarry LP520$173K0.04%+43713F-HRTimeline
CITY HOLDING CO520$173K0.02%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP516$171K0.02%-2513F-HRTimelineGroup
Coastline Trust Co500$166K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
AdvisorNet Financial, Inc498$165K0.01%-21113F-HRTimeline
VALLEY NATIONAL ADVISERS INC459$152K0.02%-213F-HRTimeline
Catalyst Capital Advisors LLC453$150K<0.01%new13F-HRTimeline
S&T Bank/PA450$149K0.05%013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP427$142K0.01%-2713F-HRTimelineGroup
Banque de Luxembourg S.A.547$141K0.08%013F-HRTimeline
Covestor Ltd424$141K0.08%+8313F-HRTimeline
Sound Income Strategies, LLC414$138K0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…411$137K0.05%013F-HRTimeline
Larson Financial Group LLC408$135K0.01%+8113F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S400$133K<0.01%013F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.400$133K0.02%013F-HRTimeline
EQ WEALTH ADVISORS, LLC393$131K0.09%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC381$127K0.01%-16613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/380$126K0.01%new13F-HRTimeline
Crews Bank & Trust374$124K0.02%013F-HRTimeline
Navigoe, LLC353$117K0.09%013F-HRTimeline
Beacon Capital Management, LLC348$115K0.02%-8513F-HRTimeline
Murphy & Mullick Capital Management Corp326$115K0.09%+1513F-HRTimeline
First Command Advisory Services, Inc.343$114K<0.01%013F-HRTimeline
Nemes Rush Group LLC341$113K0.01%-47013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC329$111K0.06%013F-HRTimeline
MUFG Securities EMEA plc333$111K0.01%new13F-HR/ATimeline
DiNuzzo Private Wealth, Inc.329$109K0.01%-113F-HRTimeline
Cromwell Holdings LLC328$109K0.07%-113F-HRTimeline
CYBER HORNET ETFs LLC301$100K0.07%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.287$95.3K0.07%013F-HRTimeline
Asset Dedication, LLC284$94.3K0.01%-213F-HRTimeline
OAKWORTH CAPITAL, INC.284$94.3K0.01%+1713F-HRTimeline
WEXFORD CAPITAL LP279$92.7K0.03%new13F-HRTimeline
Keener Financial Planning LLC278$92K0.05%013F-HRTimeline
Bell Investment Advisors, Inc275$91.3K0.02%-2313F-HRTimeline
Versant Capital Management, Inc269$89.4K0.01%+713F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC262$87K<0.01%+25613F-HRTimelineGroup
COUNTRY TRUST BANK254$84.4K<0.01%-2013F-HRTimeline
CVA Family Office, LLC254$84.4K0.01%+2013F-HRTimeline
New England Capital Financial Advisors …250$83.1K0.04%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.249$83K0.03%013F-HRTimeline
Lowe Wealth Advisors, LLC248$82.4K0.03%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.245$81.4K<0.01%new13F-HRTimelineGroup
Independence Bank of Kentucky230$76.4K0.01%-1013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …230$76K<0.01%new13F-HRTimelineGroup
Breakwater Investment Management226$75.1K0.03%013F-HRTimeline
Hoese & Co LLP225$74.7K0.06%new13F-HRTimeline
Wealth Preservation Advisors, LLC214$71.1K0.04%013F-HRTimeline
Hemington Wealth Management215$71K0.01%+813F-HRTimeline
Princeton Global Asset Management LLC206$68.4K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.200$66.4K0.02%013F-HRTimeline
Advantage Trust Co200$66.4K0.03%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…194$64.4K<0.01%-2013F-HRTimeline
Aventura Private Wealth, LLC183$60.8K0.03%013F-HRTimeline
Asset Planning,Inc173$57.5K0.04%013F-HRTimeline
ORG Partners LLC166$56.2K0.01%-413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management168$55.9K<0.01%-7213F-HRTimelineGroup
Accredited Wealth Management, LLC165$54.8K0.04%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…165$54.8K0.02%+7513F-HRTimeline
2UniFi Bank161$53.5K0.03%+4113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.154$51.2K0.02%+13813F-HRTimeline
Towne Trust Company, N.A154$51.2K0.02%new13F-HR/ATimeline
Bullock Wealth Management Group150$50.8K0.03%013F-HRTimeline
AdvisorShares Investments LLC150$49.8K0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC148$49.2K0.01%-4013F-HR/ATimeline
FNY Investment Advisers, LLC147$48K0.02%-11513F-HRTimeline
GODSEY & GIBB, INC140$46.5K<0.01%013F-HRTimeline
ROGCO, LP139$46.2K0.02%-5013F-HRTimeline
Dynamic Wealth Strategies, LLC138$45.8K0.03%new13F-HRTimeline
GeoWealth Management, LLC134$44.5K<0.01%+713F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC133$44.2K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL129$42.9K0.01%013F-HRTimeline
IMA Advisory Services, Inc.125$41.5K<0.01%+113F-HRTimeline
Deseret Mutual Benefit Administrators125$41.5K0.02%013F-HRTimeline
Parvin Asset Management, LLC125$41.5K0.04%013F-HRTimeline
IAG Wealth Partners, LLC124$41.2K0.01%013F-HRTimeline
Team Financial Group, LLC121$40.3K0.02%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …120$39.9K0.01%13F-HRTimelineGroup
MOTCO112$39.4K<0.01%-7013F-HRTimeline
Legend Financial Advisors, Inc.117$38.9K0.03%new13F-HRTimeline
SBI Securities Co., Ltd.116$38.5K<0.01%+3813F-HRTimeline
Cooksen Wealth, LLC114$37.9K0.03%-1613F-HRTimeline
Financial Perspectives, Inc112$37.2K0.01%013F-HRTimeline
Caitong International Asset Management …103$34.2K0.02%-80013F-HRTimeline
Knights of Columbus Asset Advisors LLC100$33.2K<0.01%013F-HRTimeline
Citizens National Bank Trust Department100$33.2K0.01%013F-HRTimeline
REXFORD CAPITAL INC100$33.2K0.03%13F-HRTimeline
TSFG, LLC100$33K0.01%-9113F-HRTimeline
FIRST UNITED BANK & TRUST96$31.9K0.01%013F-HRTimeline
First Horizon Advisors, Inc.94$31.2K<0.01%013F-HRTimeline
Grove Bank & Trust94$31.2K<0.01%+1013F-HRTimeline
Community Bank, N.A.90$29.9K<0.01%-1013F-HRTimeline
Fairscale Capital, LLC79$27.8K0.02%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…82$27.2K<0.01%+513F-HRTimeline
Glen Eagle Advisors, LLC81$27K<0.01%013F-HRTimeline
BIRCHBROOK, INC.80$26.6K0.01%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC76$25.2K0.01%new13F-HRTimeline
West Branch Capital LLC75$24.9K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.74$24.6K0.01%013F-HRTimeline
Rise Advisors, LLC72$23.9K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.72$23.9K<0.01%-2213F-HRTimeline
Bruce G. Allen Investments, LLC72$23.9K0.02%013F-HRTimeline
NewSquare Capital LLC71$23.6K<0.01%+3513F-HRTimeline
New Millennium Group LLC71$23.6K0.01%013F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC70$23.3K<0.01%013F-HRTimeline
CNB Bank70$23.3K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC64$21.3K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC64$21.3K<0.01%013F-HRTimeline
WealthCollab, LLC64$21.3K0.01%013F-HRTimeline
Darwin Wealth Management, LLC63$21.1K0.01%-4213F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN63$20.9K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton62$20.6K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT57$18.9K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC56$18.6K0.01%+1813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…56$18.4K<0.01%+813F-HRTimelineGroup
Indiana Trust & Investment Management Co53$17.6K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC51$16.9K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.51$16.9K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC51$16.9K0.01%013F-HRTimeline
Decker Retirement Planning Inc.51$16.9K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC50$16.6K<0.01%013F-HRTimeline
Morse Asset Management, Inc50$16.6K<0.01%-1813F-HRTimeline
AMERIFLEX GROUP, INC.50$16.3K0.01%-2013F-HRTimeline
GW&K Investment Management, LLC47$16K<0.01%-1513F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.48$15.9K0.01%013F-HRTimeline
Archer Investment Corp48$15.9K<0.01%+1513F-HRTimeline
Iron Horse Wealth Management, LLC45$14.9K<0.01%013F-HRTimeline
Semmax Financial Advisors Inc.44$14.7K<0.01%013F-HRTimeline
Manchester Capital Management LLC42$14K<0.01%-1713F-HRTimeline
Fortitude Family Office, LLC42$14K<0.01%+1113F-HRTimeline
N.E.W. Advisory Services LLC41$13.6K<0.01%-3013F-HRTimeline
WPG Advisers, LLC41$13.6K0.01%+1013F-HRTimeline
Orion Capital Management LLC40$13.4K0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC38$13K<0.01%-3113F-HRTimeline
Financial Management Professionals, Inc.39$13K<0.01%+913F-HRTimeline
GPS Wealth Strategies Group, LLC39$13K<0.01%-3213F-HRTimeline
Paladin Advisory Group, LLC37$12.3K0.01%013F-HRTimeline
Bogart Wealth, LLC35$11.6K<0.01%-113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC34$11.6K<0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP40$10.3K<0.01%13F-HRTimeline
Gen-Wealth Partners Inc30$9.96K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC30$9.96K0.01%013F-HRTimeline
Compass Financial Services Inc30$9.92K<0.01%013F-HRTimeline
FULLER & THALER ASSET MANAGEMENT, INC.29$9.63K<0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC28$9.3K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC28$9.3K0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC25$8.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.25$8.3K<0.01%-2813F-HRTimeline
Howard Hughes Medical Institute24$7.97K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC22$7.31K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank22$7.31K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC22$7K<0.01%013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV21$6.98K<0.01%+213F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC20$6.64K<0.01%-8213F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH20$6.64K<0.01%013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV21$6K<0.01%-1113F-HRTimeline
Bare Financial Services, Inc18$5.98K<0.01%+1313F-HRTimeline
Binnacle Investments Inc18$5.98K<0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC17$5.65K<0.01%013F-HRTimeline
Silicon Valley Capital Partners17$5.65K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC16$5.34K<0.01%-7713F-HRTimeline
Solstein Capital, LLC16$5.32K<0.01%new13F-HRTimeline
Mowery & Schoenfeld Wealth Management, …16$5.32K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…16$5.31K<0.01%013F-HRTimeline
Avion Wealth17$5K<0.01%+113F-HR/ATimeline
Sawyer & Company, Inc10$4.95K<0.01%new13F-HR/ATimeline
Dogwood Wealth Management LLC14$4.73K<0.01%+713F-HRTimeline
CBIZ Investment Advisory Services, LLC14$4.65K<0.01%+1013F-HRTimeline
SITTNER & NELSON, LLC14$4.65K<0.01%013F-HRTimeline
Abound Wealth Management13$4.33K<0.01%013F-HRTimeline
Ridgewood Investments LLC13$4.15K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.12$4K<0.01%+713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Addison Advisors LLC12$3.99K<0.01%new13F-HRTimeline
Sachetta, LLC12$3.99K<0.01%-10613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.12$3.99K<0.01%013F-HRTimeline
Fairman Group, LLC12$3.99K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC11$3.65K<0.01%-813F-HRTimeline
Medallion Wealth Advisors, LLC10$3.51K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC10$3.32K<0.01%+413F-HRTimeline
Delos Wealth Advisors, LLC10$3.32K<0.01%new13F-HRTimeline
True Wealth Design, LLC10$3.32K<0.01%013F-HRTimeline