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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
Rakuten Securities, Inc.in group Rakuten Group, Inc.10$3.32K<0.01%+713F-HR/ATimelineGroup
Rossby Financial, LCC10$3.32K<0.01%013F-HRTimeline
Dunhill Financial, LLC9$3.29K<0.01%-2013F-HRTimeline
Cornerstone Planning Group LLC9$3.11K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.9$2.99K<0.01%013F-HRTimeline
Pineridge Advisors LLC9$2.99K<0.01%new13F-HRTimeline
Transce3nd, LLC9$2.99K<0.01%013F-HRTimeline
Core Alternative Capital8$2.66K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.8$2.61K<0.01%+513F-HRTimeline
HHM Wealth Advisors, LLC7$2.33K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.7$2.33K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.7$2.33K<0.01%-513F-HRTimeline
Rialto Wealth Management, LLC7$2.33K<0.01%+413F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT7$2.33K<0.01%013F-HRTimeline
Anchor Investment Management, LLC7$2.33K<0.01%013F-HRTimeline
Promus Capital, LLC7$2.33K<0.01%013F-HR/ATimeline
Trifecta Capital Advisors, LLC6$1.99K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC6$1.99K<0.01%+313F-HRTimeline
Smallwood Wealth Investment Management,…6$1.99K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.5$1.66K<0.01%013F-HRTimeline
Fairway Wealth LLC5$1.66K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC5$1.66K<0.01%-213F-HRTimeline
Kilter Group LLC5$1.66K<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC4$1.35K<0.01%new13F-HRTimeline
NFSG Corp4$1.33K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC4$1.31K<0.01%-613F-HRTimeline
TOBAM4$1K<0.01%-21813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
ATTICUS WEALTH MANAGEMENT, LLC3$997<0.01%new13F-HRTimeline
Signature Resources Capital Management,…3$997<0.01%new13F-HRTimeline
Hara Capital LLC3$997<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.3$997<0.01%+113F-HRTimeline
WealthTrak Capital Management LLC3$997<0.01%-513F-HRTimeline
Essential Partners LLC3$997<0.01%13F-HRTimeline
Stephens Consulting, LLC2$665<0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC2$665<0.01%013F-HRTimeline
American Capital Advisory, LLC2$665<0.01%+113F-HRTimeline
Aspect Partners, LLC2$664<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC2$664<0.01%-213F-HRTimeline
Cedar Mountain Advisors, LLC1$338<0.01%013F-HRTimeline
Activest Wealth Management1$332<0.01%-1713F-HRTimeline
LGT Financial Advisors LLC1$332<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1$332<0.01%-4413F-HRTimelineGroup
West Oak Capital, LLC18$60<0.01%013F-HRTimeline
Raleigh Capital Management Inc.0$22<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.