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Disclosery

ROK ROCKWELL AUTOMATION INC

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Stock (common), issuer CIK 1024478

Filings received so far for Q3 2026: 65 13F filers report a position in ROK shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
DIVERSIFIED MANAGEMENT INC118,358$51.5M8.99%+1313F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC43,664$19M0.27%-4713F-HRTimelineGroup
Mn Services Vermogensbeheer B.V.32,567$14.2M0.11%013F-HRTimeline
JACOBS & CO/CA25,343$11M0.95%-44713F-HRTimeline
KWMG, LLC22,400$9.75M0.7%+30213F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …20,538$8.94M0.59%013F-HRTimeline
HALL LAURIE J TRUSTEE17,584$7.65M2.44%-14513F-HRTimeline
ROCKLAND TRUST CO17,187$7.48M0.29%-73913F-HRTimeline
Bill Few Associates, Inc.14,168$6.17M1.28%013F-HRTimeline
Central Pacific Bank - Trust Division7,621$3.32M0.35%-4113F-HRTimeline
Venture Visionary Partners LLC6,953$3.03M0.08%-3313F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC6,856$2.98M0.59%-1113F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp6,535$2.85M0.34%-213F-HRTimelineGroup
GAMMA Investing LLC4,129$1.8M0.06%+12313F-HRTimeline
Apella Capital, LLC3,380$1.49M0.02%+11913F-HRTimeline
Wedmont Private Capital3,352$1.46M0.03%+25113F-HRTimeline
Farther Finance Advisors, LLC3,028$1.32M0.01%+11113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC2,593$1.18M0.17%-4813F-HRTimeline
Acropolis Investment Management, LLC2,429$1.06M0.04%-22713F-HRTimeline
PROFESSIONAL ADVISORY SERVICES INC2,350$1.02M0.12%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NEVILLE RODIE & SHAW INC2,100$914K0.06%013F-HRTimeline
STABLEFORD CAPITAL II LLC2,040$888K0.31%-1013F-HRTimeline
Valeo Financial Advisors, LLC1,947$848K0.02%-15013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,876$817K0.01%-35013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,807$787K0.02%-50713F-HRTimeline
O'Keefe Stevens Advisory, Inc.1,600$697K0.14%013F-HRTimeline
ANB BANK1,468$639K0.23%-2513F-HRTimeline
Montecito Bank & Trust1,287$560K0.08%+6513F-HRTimeline
Hardin Capital Partners, LLC1,246$542K0.26%+9613F-HRTimeline
Versant Capital Management, Inc1,206$525K0.04%+4013F-HRTimeline
Pacifica Partners Inc.1,149$508K0.15%013F-HRTimeline
Castle Rock Wealth Management, LLC1,037$467K0.09%-113F-HRTimeline
S.E.E.D. Planning Group LLC1,033$450K0.11%-8413F-HRTimeline
CX Institutional1,024$446K0.01%+14213F-HRTimeline
EASTERN BANK990$431K0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST870$379K0.03%013F-HRTimeline
STEWARDSHIP CONCEPTS FINANCIAL SERVICES…822$358K0.23%-1,21213F-HRTimeline
FIRST COMMUNITY TRUST NA805$350K0.12%013F-HRTimeline
Avidian Wealth Enterprises, LLC698$304K0.01%-2113F-HRTimeline
Wealth Enhancement Trust Services, Inc.679$296K0.03%-46213F-HRTimeline
Great Waters Wealth Management634$276K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC621$270K0.02%013F-HRTimeline
Gouws Capital LLC619$269K0.13%013F-HRTimeline
Breakwater Capital Group599$261K0.03%-1113F-HRTimeline
SAPIENT CAPITAL LLC534$232K<0.01%+613F-HRTimeline
Cox Capital Mgt LLC467$203K0.11%013F-HRTimeline
Coastline Trust Co414$180K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CoreCap Advisors, LLC399$174K<0.01%-67413F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH371$162K0.03%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC172$74.9K0.02%+8413F-HRTimeline
Bullock Wealth Management Group152$67.3K0.03%013F-HRTimeline
Grove Bank & Trust143$62.3K0.01%013F-HRTimeline
Polaris Financial Partners96$42K0.02%13F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.65$28.3K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton62$27K<0.01%013F-HRTimeline
Quintet Private Bank (Europe) S.A.50$21.8K<0.01%013F-HRTimeline
GoalVest Advisory LLC36$15.7K<0.01%new13F-HRTimeline
Marquette Asset Management, LLC28$12.2K<0.01%013F-HRTimeline
Investors Research Corp11$4.79K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC8$3.48K<0.01%new13F-HRTimeline
Planning Strategies Inc.5$2.18K<0.01%013F-HRTimeline
Davis Capital Management3$1.31K<0.01%+113F-HRTimeline
Trust Co2$871<0.01%013F-HRTimeline
Hickory Point Bank & Trust2$871<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC2$871<0.01%013F-HRTimeline