ROK · Company research
Rockwell Automation, Inc. (ROK): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Talbot Financial, LLC | 1966180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33401 | 16536167 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1321993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1701 | 842354 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Defiance ETFs, LLC | 1732541 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 427 | 206164 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Great Diamond Partners, LLC | 1801112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 904 | 447552 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Kera Capital Partners, Inc. | 2040353 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 876 | 433690 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Parallel Advisors, LLC | 1690010 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1701 | 842537 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PFG Advisors | 1694435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 405 | 200507 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Sovereign Investment Advisors, LLC | 1908165 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 883 | 437156 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Gotham Asset Management, LLC | 1510387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101968 | 50482317 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Mraz, Amerine & Associates, Inc. | 1542324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 419 | 207439 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Employees Retirement System of Texas | 1398739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1197 | 593 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78774 | 38996920 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Washington Trust Bank | 861787 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 695 | 344081 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| LANSDOWNE PARTNERS (UK) LLP | 1608485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7755 | 3839345 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 42 | 20793 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| APG Asset Management N.V. | 1434819 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79043 | 34227769 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Union Bancaire Privee, UBP SA | 1716607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1228 | 515697 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 634 | 313881 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ARS Wealth Advisors Group, LLC | 1886707 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 640 | 316851 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ninety One SA (Pty) Ltd | 1491998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1222 | 600992 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| FSM Wealth Advisors, LLC | 1942548 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 731 | 361701 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44767 | 22164 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WELLINGTON MANAGEMENT GROUP LLP | 902219 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2949 | 1459991 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Acropolis Investment Management, LLC | 1318601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2681 | 962252 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Nova Wealth Management, Inc. | 2051980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 990 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Strong Tower Advisory Services | 1889322 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3470 | 1717735 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2031 | 1005650 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Pavion Blue Capital, LLC | 1792565 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 371310 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Plancorp, LLC | 1599579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 742 | 341698 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| GRANDFIELD & DODD, LLC | 1308016 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43036 | 21306414 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| 1620 INVESTMENT ADVISORS, INC. | 1907281 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 287 | 142088 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 530 | 262392 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| ANB BANK | 2067126 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1484 | 734699 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Iyo Bank, Ltd. | 1890435 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21350 | 10569958 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bare Financial Services, Inc | 2009426 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20 | 9902 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| CHATHAM CAPITAL GROUP, INC. | 1108969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1684 | 833715 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| HHM Wealth Advisors, LLC | 1750086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 340 | 168328 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Drucker Wealth 3.0, LLC | 2031642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1124 | 556507 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MINDSET WEALTH MANAGEMENT, LLC | 2044232 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3707 | 1835262 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6 | 2971 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134942 | 66807087 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| New Hampshire Trust | 1961742 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1048 | 518844 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Merrion Investment Management Co, LLC | 1383782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 566 | 280220 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| DAVENPORT & Co LLC | 887777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 396897 | 195154928 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Annex Advisory Services, LLC | 1542287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1861 | 921570 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| RWA WEALTH PARTNERS, LLC | 1544576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 965 | 477826 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Gleason Group, Inc. | 1822632 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15 | 7426 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 238 | 117824 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 621 | 307445 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Foresight Group Ltd Liability Partnership | 1943441 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27378 | 13472166 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| North Dakota State Investment Board | 2064039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3446 | 1706046 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FIRST CITIZENS BANK & TRUST CO | 1092203 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2102 | 1040658 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 213 | 105362 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AEGON ASSET MANAGEMENT UK Plc | 1539994 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97344 | 48193068 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| 71 West Capital Partners | 2111530 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 907 | 449038 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 414272 | 205097782 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| INVESTMENT PARTNERS, LTD. | 1050068 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 601 | 297647 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Alpine Bank Wealth Management | 1974910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19 | 9407 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| VALLEY WEALTH MANAGERS, INC. | 924166 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65 | 32180 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 2094379 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27981 | 13852833 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Park Place Capital Corp | 1965810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5 | 2475 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 474 | 234668 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Venture Visionary Partners LLC | 1792283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6986 | 3459103 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| WoodTrust Financial Corp | 1725247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5915 | 2928 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Illinois Municipal Retirement Fund | 1541910 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5359 | 2653134 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Cetera Investment Advisers | 1666741 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43392 | 21483008 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95345 | 47203 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| DIVERSIFIED MANAGEMENT INC | 922372 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 118345 | 58590207 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 17385 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2780 | 1376 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 646 | 319822 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Roble, Belko & Company, Inc | 1642305 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 175 | 87 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7270705 | 3599580631 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| State of New Jersey Common Pension Fund D | 1483066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36366 | 18004079 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Ring Mountain Capital, LLC | 2051343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 410 | 202983 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MADDEN SECURITIES Corp | 1803566 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1155 | 571817 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Community Financial Services Group, LLC | 1537319 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1408 | 679811 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Fosun International Ltd | 1447884 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1110 | 549539 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28 | 13863 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| S-Bank Fund Management Ltd | 2036461 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15828 | 7836127 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.