ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 10)
1,549 institutional investment managers reported a ROK position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $48.8B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
ROK 13F holders ranked 901–1,000 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | BOOTHBAY FUND MANAGEMENT#901 · 1,089 sh | 1,089 | $539.1K | <0.01% | -48.5% |
| 902 | VICUS CAPITAL#902 · 1,086 sh | 1,086 | $537.7K | 0.03% | -19.3% |
| 903 | Founders Financial Alliance#903 · 1,082 sh | 1,082 | $535.7K | 0.07% | +0.2% |
| 904 | CoreCap Advisors#904 · 1,073 sh | 1,073 | $531.2K | — | +105.2% |
| 905 | CIGNA INVESTMENTS#905 · 1,072 sh | 1,072 | $531.0K | — | -2.2% |
| 906 | Verity Asset Management#906 · 1,071 sh | 1,071 | $530.2K | 0.20% | 0.0% |
| 907 | Hennion & Walsh Asset Management#907 · 1,070 sh | 1,070 | $529.7K | — | New |
| 908 | New Hampshire#908 · 1,068 sh | 1,068 | $528.7K | — | New |
| 909 | Chatterton & Associates#909 · 1,127 sh | 1,127 | $526.9K | 0.31% | -18.2% |
| 910 | Baltimore-Washington Financial Advisors#910 · 1,062 sh | 1,062 | $525.8K | 0.02% | 0.0% |
| 911 | Jacobi Capital Management#911 · 1,061 sh | 1,061 | $525.4K | 0.03% | -0.5% |
| 912 | Baker Avenue Asset Management#912 · 1,058 sh | 1,058 | $524.0K | <0.01% | New |
| 913 | Focus Partners Advisor Solutions#913 · 1,054 sh | 1,054 | $521.8K | <0.01% | New |
| 914 | Carnegie Lake Advisors#914 · 1,048 sh | 1,048 | $518.8K | 0.19% | 0.0% |
| 915 | PETTYJOHN, WOOD & WHITE#915 · 1,047 sh | 1,047 | $518.3K | 0.08% | 0.0% |
| 916 | ProVise Management Group#916 · 1,046 sh | 1,046 | $517.9K | 0.03% | -3.8% |
| 917 | CAHILL FINANCIAL ADVISORS#917 · 1,044 sh | 1,044 | $516.8K | 0.05% | 0.0% |
| 918 | Union Bancaire Privee, UBP SA#918 · 1,228 sh | 1,228 | $515.7K | <0.01% | -1.6% |
| 919 | FOUNDERS FINANCIAL SECURITIES#919 · 1,039 sh | 1,039 | $514.4K | 0.03% | +0.7% |
| 920 | SVB WEALTH#920 · 1,039 sh | 1,039 | $514.1K | 0.03% | -4.1% |
| 921 | Carr Financial Group#921 · 1,031 sh | 1,031 | $510.6K | 0.12% | +51.8% |
| 922 | PARSONS CAPITAL MANAGEMENT#922 · 1,022 sh | 1,022 | $506.0K | 0.02% | 0.0% |
| 923 | Kooman & Associates#923 · 1,020 sh | 1,020 | $505.0K | — | +0.4% |
| 924 | BKM Wealth Management#924 · 1,018 sh | 1,018 | $504.0K | — | 0.0% |
| 925 | WELCH & FORBES#925 · 1,016 sh | 1,016 | $503.0K | <0.01% | 0.0% |
| 926 | Castle Rock Wealth Management#926 · 1,038 sh | 1,038 | $501.2K | — | +2.2% |
| 927 | Arkadios Wealth Advisors#927 · 1,011 sh | 1,011 | $500.4K | <0.01% | +0.2% |
| 928 | Certified Advisory#928 · 1,010 sh | 1,010 | $500.0K | 0.04% | +0.2% |
| 929 | Keel Point#929 · 1,009 sh | 1,009 | $499.7K | 0.03% | +2.9% |
| 930 | Wellington Shields#930 · 1,000 sh | 1,000 | $495.1K | 0.11% | 0.0% |
| 931 | Kelly Financial Services#931 · 996 sh | 996 | $493.1K | — | +0.3% |
| 932 | Fort Point Capital Partners#932 · 992 sh | 992 | $491.1K | 0.03% | -5.3% |
| 933 | HENGEHOLD CAPITAL MANAGEMENT#933 · 991 sh | 991 | $490.7K | — | +1.3% |
| 934 | EASTERN BANK#934 · 990 sh | 990 | $490.1K | — | 0.0% |
| 935 | GROUPAMA ASSET MANAGMENT#935 · 1,015 sh | 1,015 | $489.6K | <0.01% | -4.6% |
| 936 | Foster Group#936 · 986 sh | 986 | $488.1K | — | +5.9% |
| 937 | ABLE Financial Group#937 · 986 sh | 986 | $488.1K | — | 0.0% |
| 938 | Live Oak Private Wealth#938 · 981 sh | 981 | $485.7K | 0.06% | 0.0% |
| 939 | Impact Capital Partners#939 · 980 sh | 980 | $485.2K | — | +4.9% |
| 940 | Clark Capital Management Group#940 · 979 sh | 979 | $484.7K | <0.01% | -6.1% |
| 941 | CARY STREET PARTNERS FINANCIAL#941 · 978 sh | 978 | $484.2K | 0.01% | +11.0% |
| 942 | BRIGHT FINANCIAL ADVISORS#942 · 974 sh | 974 | $482.2K | — | New |
| 943 | FMB WEALTH MANAGEMENT#943 · 974 sh | 974 | $482.2K | 0.18% | 0.0% |
| 944 | CAPSTONE INVESTMENT ADVISORS#944 · 961 sh | 961 | $475.8K | <0.01% | +33.8% |
| 945 | XTX Topco Ltd#945 · 956 sh | 956 | $473.3K | <0.01% | New |
| 946 | Fonville Wealth Management#946 · 954 sh | 954 | $472.3K | 0.08% | New |
| 947 | WealthPLAN Partners#947 · 953 sh | 953 | $471.8K | — | 0.0% |
| 948 | KTF INVESTMENTS#948 · 950 sh | 950 | $470.3K | — | 0.0% |
| 949 | Sound Capital Solutions#949 · 947 sh | 947 | $468.8K | 0.11% | — |
| 950 | PDS Planning#950 · 941 sh | 941 | $465.9K | 0.03% | +0.4% |
| 951 | Diversified#951 · 939 sh | 939 | $464.9K | <0.01% | New |
| 952 | McAdam#952 · 930 sh | 930 | $460.4K | — | +7.5% |
| 953 | Larson Financial Group#953 · 928 sh | 928 | $459.5K | 0.01% | +60.8% |
| 954 | Fragasso Group#954 · 923 sh | 923 | $457.1K | — | -1.0% |
| 955 | Ellevest#955 · 923 sh | 923 | $457.0K | 0.05% | -14.8% |
| 956 | CHELSEA COUNSEL#956 · 922 sh | 922 | $456.5K | 0.19% | 0.0% |
| 957 | CERTUITY#957 · 920 sh | 920 | $455.5K | 0.02% | +8.6% |
| 958 | Smart Money Group#958 · 918 sh | 918 | $454.6K | 0.12% | +0.2% |
| 959 | Hudock#959 · 917 sh | 917 | $454.3K | — | +0.1% |
| 960 | Caldwell#960 · 917 sh | 917 | $454.0K | 0.04% | 0.0% |
| 961 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#961 · 937 sh | 937 | $452.5K | 0.03% | +0.4% |
| 962 | IEQ CAPITAL#962 · 911 sh | 911 | $451.1K | <0.01% | -3.3% |
| 963 | Biltmore Family Office#963 · 910 sh | 910 | $450.5K | 0.06% | 0.0% |
| 964 | Elyxium Wealth#964 · 909 sh | 909 | $450.1K | 0.05% | New |
| 965 | 71 West Capital Partners#965 · 907 sh | 907 | $449.0K | 0.02% | +27.2% |
| 966 | Great Diamond Partners#966 · 904 sh | 904 | $447.6K | — | +30.3% |
| 967 | Proficio Capital Partners#967 · 903 sh | 903 | $447.3K | 0.02% | New |
| 968 | MONETARY MANAGEMENT GROUP#968 · 900 sh | 900 | $445.6K | 0.09% | 0.0% |
| 969 | MainStreet Investment Advisors#969 · 899 sh | 899 | $445.1K | 0.06% | -12.8% |
| 970 | Financial Engines Advisors L.L.C.#970 · 892 sh | 892 | $441.6K | <0.01% | +1.0% |
| 971 | PRIVATE MANAGEMENT GROUP#971 · 891 sh | 891 | $441.1K | 0.01% | 0.0% |
| 972 | Bannerstone Capital Management#972 · 884 sh | 884 | $437.7K | 0.37% | New |
| 973 | Sovereign Investment Advisors#973 · 883 sh | 883 | $437.2K | 0.08% | 0.0% |
| 974 | CX Institutional#974 · 882 sh | 882 | $437.0K | — | +5.6% |
| 975 | Simmons Bank#975 · 882 sh | 882 | $436.7K | 0.02% | +50.0% |
| 976 | LEVEL FOUR ADVISORY SERVICES#976 · 879 sh | 879 | $435.2K | 0.01% | +0.6% |
| 977 | South Shore Capital Advisors#977 · 879 sh | 879 | $435.2K | — | 0.0% |
| 978 | Worth Financial Advisory Group#978 · 879 sh | 879 | $435.2K | — | New |
| 979 | Rubicon Advisors, GP#979 · 879 sh | 879 | $435.0K | — | +0.2% |
| 980 | Kera Capital Partners#980 · 876 sh | 876 | $433.7K | 0.04% | +44.3% |
| 981 | Leonteq Securities AG#981 · 874 sh | 874 | $432.7K | 0.01% | -32.8% |
| 982 | Per Stirling Capital Management#982 · 871 sh | 871 | $431.3K | 0.04% | +0.1% |
| 983 | AMERICAN NATIONAL BANK#983 · 870 sh | 870 | $430.7K | — | -2.0% |
| 984 | Second Line Capital#984 · 869 sh | 869 | $430.2K | 0.08% | New |
| 985 | BOKF, NA#985 · 866 sh | 866 | $428.7K | <0.01% | +0.3% |
| 986 | Key FInancial#986 · 866 sh | 866 | $428.7K | 0.07% | 0.0% |
| 987 | London & Capital Asset Management Ltd#987 · 862 sh | 862 | $426.9K | <0.01% | -21.6% |
| 988 | Ethos Financial Group#988 · 928 sh | 928 | $426.3K | 0.03% | -0.2% |
| 989 | ERn Financial#989 · 861 sh | 861 | $426.0K | 0.07% | 0.0% |
| 990 | MATHER GROUP#990 · 860 sh | 860 | $425.8K | — | +13.6% |
| 991 | Pine Harbor Wealth Management#991 · 860 sh | 860 | $425.8K | 0.11% | 0.0% |
| 992 | CHRISTINE MESSMER PC#992 · 851 sh | 851 | $421.1K | 0.24% | -3.2% |
| 993 | Valmark Advisers#993 · 848 sh | 848 | $419.8K | <0.01% | New |
| 994 | Forefront Wealth Partners#994 · 844 sh | 844 | $417.8K | 0.13% | New |
| 995 | New Republic Capital#995 · 841 sh | 841 | $416.1K | 0.10% | +48.6% |
| 996 | Coastal Bridge Advisors#996 · 834 sh | 834 | $412.7K | 0.03% | +0.8% |
| 997 | INSIGNEO ADVISORY SERVICES#997 · 830 sh | 830 | $410.9K | 0.02% | -2.7% |
| 998 | Advisor OS#998 · 829 sh | 829 | $410.4K | 0.03% | -4.3% |
| 999 | Basepoint Wealth#999 · 820 sh | 820 | $406.1K | 0.23% | 0.0% |
| 1000 | Frisch Financial Group#1000 · 819 sh | 819 | $405.6K | 0.07% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.