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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
Westhampton Capital, LLC440$218K0.09%new13F-HRTimeline
Blue Chip Partners, LLC440$218K0.01%new13F-HRTimeline
Balboa Wealth Partners438$217K0.03%-46313F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.437$216K0.01%-513F-HRTimelineGroup
Walser Wealth Management Company, A Ltd…433$214K0.09%new13F-HRTimeline
Wellspring Financial Advisors, LLC431$214K0.01%-31513F-HRTimeline
ROMANO BROTHERS AND COMPANY431$213K0.02%new13F-HRTimeline
Bell Bank431$213K0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC430$213K0.01%new13F-HRTimeline
Quantum Financial Advisors, LLC430$213K0.02%new13F-HRTimeline
NORDEN GROUP LLC430$213K0.02%new13F-HRTimeline
DUTCH ASSET Corp429$213K0.11%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC591$212K0.01%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC426$211K0.02%-27513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC426$211K<0.01%new13F-HRTimeline
Argos Wealth Advisors, LLC426$211K0.06%new13F-HRTimeline
Biondo Investment Advisors, LLC425$210K0.03%new13F-HRTimeline
Bouchey Financial Group, Ltd.425$210K0.01%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…425$210K0.08%+1913F-HRTimeline
Mraz, Amerine & Associates, Inc.419$207K0.03%new13F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC419$207K0.01%new13F-HRTimelineGroup
EVERGREEN CAPITAL MANAGEMENT LLC418$207K<0.01%new13F-HRTimeline
Outlook Wealth Advisors, LLC418$207K0.04%new13F-HRTimeline
HEADINVEST, LLC417$206K0.04%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC417$206K0.03%new13F-HRTimeline
Defiance ETFs, LLC427$206K<0.01%new13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd416$206K0.05%new13F-HRTimelineGroup
Coastline Trust Co414$205K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC437$205K<0.01%-11913F-HRTimeline
Alliance Wealth Management Group413$204K0.04%new13F-HRTimeline
Towercrest Capital Management413$204K0.03%new13F-HRTimeline
Platform Technology Partners410$203K0.03%new13F-HRTimeline
Ring Mountain Capital, LLC410$203K0.09%new13F-HRTimeline
Modern Wealth Management, LLC409$202K<0.01%new13F-HRTimeline
Destiny Wealth Partners, LLC421$202K0.03%new13F-HRTimeline
Paragon Capital Management Ltd408$202K0.04%new13F-HRTimeline
Bridgewealth Advisory Group, LLC408$202K0.04%new13F-HRTimeline
SWISS RE LTDin group SWISS RE LTD406$201K0.02%new13F-HRTimelineGroup
Leading Edge Financial Planning LLC406$201K0.04%new13F-HRTimeline
Intrua Financial, LLC405$201K0.02%new13F-HRTimeline
PFG Advisors405$201K0.01%new13F-HRTimeline
EVERPAR ADVISORS LLC405$201K0.06%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.400$198K0.02%013F-HRTimeline
Estabrook Capital Management400$198K0.03%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC399$198K0.02%013F-HRTimeline
Innovative Asset Advisors Group, LLC394$195K0.09%+213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/380$188K0.02%013F-HRTimeline
Crews Bank & Trust374$185K0.02%013F-HRTimeline
Navigoe, LLC356$176K0.09%+313F-HRTimeline
CVA Family Office, LLC355$176K0.02%+913F-HRTimeline
Institute for Wealth Management, LLC.346$171K0.02%new13F-HRTimeline
Cromwell Holdings LLC346$171K0.08%+1513F-HRTimeline
HHM Wealth Advisors, LLC340$168K0.02%013F-HRTimeline
SHP Wealth Management338$167K0.01%+29213F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC335$166K0.01%-613F-HRTimelineGroup
TOBAM328$162K0.04%-42113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Murphy & Mullick Capital Management Corp326$161K0.1%013F-HRTimeline
Keating Financial Advisory Services, In…322$159K0.02%+2513F-HRTimeline
Morse Asset Management, Inc317$157K0.03%+26713F-HRTimeline
Continuum Advisory, LLC315$156K0.01%new13F-HRTimeline
Nemes Rush Group LLC311$154K0.01%013F-HRTimeline
CYBER HORNET ETFs LLC305$151K0.09%-413F-HRTimeline
OAKWORTH CAPITAL, INC.304$150K0.01%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.300$149K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.300$149K0.05%new13F-HRTimeline
Addison Advisors LLC291$144K0.07%-813F-HRTimeline
1620 INVESTMENT ADVISORS, INC.287$142K0.09%013F-HRTimeline
SBI Securities Co., Ltd.285$141K<0.01%-13813F-HRTimeline
Bell Investment Advisors, Inc280$139K0.02%+113F-HRTimeline
Strategic Investment Advisors / MI273$135K0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.255$126K<0.01%+3713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COUNTRY TRUST BANK254$126K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.255$125K0.03%+613F-HRTimeline
Basecamp Wealth Advisors LLC252$125K0.02%-1013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.245$121K<0.01%-1013F-HRTimelineGroup
Bullseye Investment Management, LLC242$120K0.06%013F-HRTimeline
Maj Invest Holding A/Sin group Maj Invest Holding A/S240$119K0.01%013F-HRTimelineGroup
New England Capital Financial Advisors …240$119K0.03%-1013F-HRTimeline
KELLEHER FINANCIAL ADVISORS235$116K0.02%+5713F-HRTimeline
Manchester Capital Management LLC232$115K0.01%+14013F-HRTimeline
Independence Bank of Kentucky230$114K0.01%-613F-HRTimeline
Quent Capital, LLC229$113K0.01%+1613F-HRTimeline
Asset Dedication, LLC227$112K0.01%-5913F-HRTimeline
Breakwater Investment Management227$112K0.04%+113F-HRTimeline
Hoese & Co LLP225$111K0.07%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management223$111K<0.01%+5513F-HRTimelineGroup
BROWN, LISLE/CUMMINGS, INC.222$110K0.02%-1913F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…221$109K0.01%-2113F-HRTimeline
SECURITY NATIONAL BANK OF SO DAK206$102K0.05%new13F-HRTimeline
Princeton Global Asset Management LLC206$102K0.01%013F-HRTimeline
Aventura Private Wealth, LLC195$96.6K0.03%+513F-HRTimeline
MANNING & NAPIER ADVISORS LLC185$91.6K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc175$87K0.01%013F-HRTimeline
Asset Planning,Inc173$85.6K0.06%013F-HRTimeline
Oslo Pensjonsforsikring AS169$83.7K0.01%013F-HRTimeline
State of Wyoming162$80.2K0.01%new13F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…160$79.2K0.02%+4013F-HRTimeline
Silver Grove Financial Group, Inc.158$78.2K0.04%+14213F-HRTimeline
Towne Trust Company, N.A154$76.2K0.02%013F-HRTimeline
Steigerwald, Gordon & Koch Inc.154$76.2K0.01%+1913F-HRTimeline
S&T Bank/PA150$74.3K0.02%013F-HRTimeline
Deseret Mutual Benefit Administrators149$73.8K0.02%-3513F-HRTimeline
Bullock Wealth Management Group152$73.2K0.03%+113F-HRTimeline
IFG Advisory, LLC144$71.1K<0.01%new13F-HRTimeline
Grove Bank & Trust143$70.8K0.01%+4913F-HRTimeline
NBH Bank142$70.3K0.03%13F-HRTimeline
AMERIFLEX GROUP, INC.141$70K0.03%+1113F-HRTimeline
ROGCO, LP139$68.8K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.134$66.3K<0.01%013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC133$65.8K0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC131$65.1K0.02%-1513F-HRTimeline
Strategic Investment Solutions, Inc. /IL129$63.9K0.01%013F-HRTimeline
Sachetta, LLC128$63.6K0.03%+1513F-HRTimeline
IMA Advisory Services, Inc.125$61.9K<0.01%013F-HRTimeline
Parvin Asset Management, LLC125$61.9K0.05%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …120$59.4K0.01%13F-HRTimelineGroup
Owl Creek Wealth Partners LLC114$56.4K0.02%013F-HRTimeline
MOTCO114$56.4K<0.01%+213F-HRTimeline
FIRST UNITED BANK & TRUST113$55.9K0.02%+1713F-HRTimeline
Financial Perspectives, Inc112$55.4K0.01%013F-HRTimeline
BAYBAN112$55.4K0.04%-813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.111$55K0.02%13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…108$53.7K<0.01%+4613F-HRTimelineGroup
Knights of Columbus Asset Advisors LLC100$49.5K<0.01%013F-HRTimeline
Citizens National Bank Trust Department100$49.5K0.01%013F-HRTimeline
REXFORD CAPITAL INC100$49.5K0.03%013F-HRTimeline
Dynamic Wealth Strategies, LLC94$46.5K0.02%-813F-HRTimeline
West Branch Capital LLC91$45.1K0.01%+1613F-HRTimeline
Community Bank, N.A.90$44.6K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC88$43.6K0.01%+7713F-HRTimeline
Prestige Wealth Management Group LLC86$42.6K0.01%+213F-HRTimeline
Copos Capital B.V.86$42.6K0.01%13F-HRTimeline
Cassaday & Co Wealth Management LLC86$42.5K<0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…82$40.6K<0.01%013F-HRTimeline
Fortitude Family Office, LLC80$39.6K0.01%+913F-HRTimeline
USA FINANCIAL FORMULAS79$39.1K0.01%13F-HRTimeline
Fairscale Capital, LLC79$39.1K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.74$36.6K0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.73$36.1K<0.01%+113F-HR/ATimeline
TSFG, LLC71$35K<0.01%+2113F-HRTimeline
Signature Equity Partners, LLC70$34.9K0.02%-613F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC70$34.7K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.69$34.3K0.01%new13F-HRTimeline
Bogart Wealth, LLC69$34.2K<0.01%+813F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN65$32.2K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.65$32.2K<0.01%013F-HRTimelineGroup
Guardian Partners Inc.in group GUARDIAN CAPITAL LP65$32.2K<0.01%new13F-HRTimelineGroup
Hilltop National Bank65$32.2K0.01%013F-HRTimeline
Darwin Wealth Management, LLC64$31.7K0.01%+113F-HRTimeline
WealthCollab, LLC64$31.7K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC64$31.7K0.01%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC64$31.7K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC63$31.2K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton62$30.7K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC61$30.4K<0.01%-2013F-HRTimeline
Kennebec Savings Bank60$29.7K0.02%new13F-HRTimeline
Millstone Evans Group, LLC59$29.2K0.02%+1513F-HRTimeline
IAG Wealth Partners, LLC57$28.2K<0.01%-6713F-HRTimeline
ALBION FINANCIAL GROUP /UT57$28.2K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC55$27.2K<0.01%new13F-HRTimeline
Joseph Group Capital Management55$27.2K0.01%+2013F-HRTimeline
WEST PACES ADVISORS INC.55$27.2K<0.01%new13F-HRTimeline
Copeland Capital Management, LLC54$26.7K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co53$26.2K0.01%013F-HRTimeline
PITTENGER & ANDERSON INC51$25.2K<0.01%013F-HRTimeline
TOEWS CORP /ADV50$24.8K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC50$24.8K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.50$24.8K<0.01%013F-HRTimeline
BIRCHBROOK, INC.50$24.8K0.01%013F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding50$24.8K-4,470Timeline
Orion Capital Management LLC49$24.2K0.01%+813F-HRTimeline
GW&K Investment Management, LLC49$24K<0.01%-113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC48$23.8K<0.01%013F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.48$23.8K0.01%013F-HRTimeline
Holos Integrated Wealth LLC50$23.4K0.01%013F-HRTimeline
True Wealth Design, LLC46$22.8K0.01%+2613F-HRTimeline
JPL Wealth Management, LLC45$22.3K<0.01%+2013F-HRTimeline
Kemnay Advisory Services Inc.44$21.8K<0.01%-113F-HRTimeline
Seneschal Advisors, LLC42$20.8K0.01%013F-HRTimeline
N.E.W. Advisory Services LLC41$20.4K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC40$19.3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC38$19K<0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC38$18.8K<0.01%+413F-HRTimeline
Paladin Advisory Group, LLC37$18.3K0.01%013F-HRTimeline
CNB Bank36$17.8K0.01%013F-HRTimeline
Rossby Financial, LCC35$17.4K<0.01%-2313F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC34$16.8K<0.01%+313F-HRTimeline
Physician Wealth Advisors, Inc.34$16.8K<0.01%+1513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS36$16.8K<0.01%new13F-HRTimeline
Bare Financial Services, Inc32$15.8K<0.01%+713F-HRTimeline
Westfuller Advisors, LLC31$15.5K0.01%+313F-HRTimeline
SJS Investment Consulting Inc.30$14.9K<0.01%-1713F-HRTimeline
Gen-Wealth Partners Inc30$14.9K<0.01%013F-HRTimeline
Triumph Capital Management29$14.6K<0.01%+213F-HRTimeline
Gunpowder Capital Management, LLC dba O…29$14.4K0.01%013F-HRTimeline
Virginia Estate & Retirement Planning A…29$14.4K0.02%013F-HRTimeline
Avion Wealth30$14K<0.01%+1113F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …28$14K<0.01%013F-HRTimelineGroup
Marquette Asset Management, LLC28$13.9K<0.01%+313F-HRTimeline
Cornerstone Financial Management LLC28$13.9K0.01%+1413F-HR/ATimeline