ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Hills Bank#1001 · 818 sh | 818 | $405.0K | 0.02% | +3.9% |
| 1002 | AFFINITY INVESTMENT ADVISORS#1002 · 817 sh | 817 | $404.5K | 0.21% | 0.0% |
| 1003 | HOWE & RUSLING#1003 · 812 sh | 812 | $402.0K | 0.02% | +3.0% |
| 1004 | FIRST COMMUNITY NA#1004 · 805 sh | 805 | $398.5K | — | 0.0% |
| 1005 | Independent Advisor Alliance#1005 · 803 sh | 803 | $397.7K | <0.01% | +22.6% |
| 1006 | Advance Capital Management#1006 · 803 sh | 803 | $397.5K | 0.01% | 0.0% |
| 1007 | Peregrine Asset Advisers#1007 · 790 sh | 790 | $391.1K | 0.08% | -0.8% |
| 1008 | Busey Wealth Management#1008 · 789 sh | 789 | $390.6K | — | 0.0% |
| 1009 | FULTON BANK, N.A.#1009 · 787 sh | 787 | $389.6K | — | New |
| 1010 | Venturi Wealth Management#1010 · 780 sh | 780 | $386.2K | 0.01% | New |
| 1011 | Tradition Wealth Management#1011 · 777 sh | 777 | $384.6K | 0.02% | +1.0% |
| 1012 | Lighthouse Investment Partners#1012 · 775 sh | 775 | $383.7K | 0.01% | -97.1% |
| 1013 | EDMOND DE ROTHSCHILD HOLDING S.A.#1013 · 770 sh | 770 | $381.2K | <0.01% | +458.0% |
| 1014 | Alpha Zero#1014 · 813 sh | 813 | $381.0K | 0.14% | +43.4% |
| 1015 | Trademark Financial Management#1015 · 768 sh | 768 | $380.2K | — | -4.4% |
| 1016 | Soltis Investment Advisors#1016 · 767 sh | 767 | $379.9K | 0.02% | +3.8% |
| 1017 | M. Kulyk & Associates#1017 · 763 sh | 763 | $377.7K | 0.06% | -0.9% |
| 1018 | Accredited Investors#1018 · 757 sh | 757 | $375.0K | 0.02% | +0.9% |
| 1019 | Maple Capital Management#1019 · 753 sh | 753 | $372.8K | 0.02% | 0.0% |
| 1020 | Pavion Blue Capital#1020 · 500 sh | 500 | $371.3K | 0.15% | New |
| 1021 | Gladstone Institutional Advisory#1021 · 747 sh | 747 | $369.7K | 0.01% | -6.4% |
| 1022 | NBC SECURITIES#1022 · 743 sh | 743 | $367.8K | — | -2.0% |
| 1023 | Smithfield#1023 · 746 sh | 746 | $367.0K | 0.01% | +3.5% |
| 1024 | Clear Street Group#1024 · 741 sh | 741 | $366.9K | <0.01% | New |
| 1025 | CATALYST FINANCIAL PARTNERS#1025 · 741 sh | 741 | $366.9K | 0.04% | +6.0% |
| 1026 | LexAurum Advisors#1026 · 740 sh | 740 | $366.4K | — | +4.2% |
| 1027 | Essex Financial Services#1027 · 734 sh | 734 | $363.1K | 0.02% | -20.6% |
| 1028 | GTS SECURITIES#1028 · 731 sh | 731 | $361.9K | <0.01% | -22.9% |
| 1029 | FSM Wealth Advisors#1029 · 731 sh | 731 | $361.7K | 0.04% | New |
| 1030 | EverSource Wealth Advisors#1030 · 727 sh | 727 | $359.7K | 0.01% | -83.0% |
| 1031 | Ironwood Investment Counsel#1031 · 722 sh | 722 | $357.7K | 0.05% | 0.0% |
| 1032 | Pallas Capital Advisors#1032 · 722 sh | 722 | $357.6K | 0.01% | +0.1% |
| 1033 | Cumberland Partners Ltd#1033 · 721 sh | 721 | $357.0K | 0.02% | +2.9% |
| 1034 | Colonial / SC#1034 · 719 sh | 719 | $356.0K | 0.05% | 0.0% |
| 1035 | Avidian Wealth Solutions#1035 · 719 sh | 719 | $356.0K | — | +15.0% |
| 1036 | Supplemental Annuity Collective of NJ#1036 · 714 sh | 714 | $353.5K | 0.09% | -6.1% |
| 1037 | FIRST BUSINESS FINANCIAL SERVICES#1037 · 712 sh | 712 | $352.5K | 0.03% | +8.7% |
| 1038 | KICKSTAND VENTURES#1038 · 712 sh | 712 | $352.5K | 0.06% | 0.0% |
| 1039 | Turtle Creek Wealth Advisors#1039 · 709 sh | 709 | $350.9K | — | +3.1% |
| 1040 | Center for Financial Planning#1040 · 707 sh | 707 | $350.0K | — | 0.0% |
| 1041 | BRADLEY FOSTER & SARGENT#1041 · 706 sh | 706 | $349.5K | <0.01% | 0.0% |
| 1042 | Cherry Creek Investment Advisors#1042 · 700 sh | 700 | $346.6K | — | +0.1% |
| 1043 | Sentinus#1043 · 699 sh | 699 | $346.1K | 0.03% | -0.6% |
| 1044 | WELCH CAPITAL PARTNERS#1044 · 696 sh | 696 | $345.0K | 0.07% | 0.0% |
| 1045 | PCM Encore#1045 · 697 sh | 697 | $344.9K | 0.06% | -3.6% |
| 1046 | LeClair Wealth Partners#1046 · 695 sh | 695 | $344.1K | 0.18% | New |
| 1047 | WASHINGTON BANK#1047 · 695 sh | 695 | $344.1K | 0.02% | 0.0% |
| 1048 | AlphaGrep UK Ltd#1048 · 694 sh | 694 | $343.6K | 0.10% | -39.7% |
| 1049 | Ruggaard & Associates#1049 · 693 sh | 693 | $343.1K | 0.12% | 0.0% |
| 1050 | JFS WEALTH ADVISORS#1050 · 691 sh | 691 | $342.1K | 0.02% | +0.1% |
| 1051 | Plancorp#1051 · 742 sh | 742 | $341.7K | <0.01% | -1.2% |
| 1052 | Capital Investment Advisory Services#1052 · 684 sh | 684 | $338.4K | 0.02% | 0.0% |
| 1053 | MILESTONE ASSET MANAGEMENT#1053 · 681 sh | 681 | $337.3K | — | +0.3% |
| 1054 | Flagstone Financial Management#1054 · 681 sh | 681 | $337.1K | 0.08% | 0.0% |
| 1055 | Vantage Point Financial#1055 · 680 sh | 680 | $336.7K | 0.10% | +2.6% |
| 1056 | Bishop & Investment Management#1056 · 680 sh | 680 | $336.7K | 0.10% | -25.9% |
| 1057 | HighPoint Advisor Group#1057 · 680 sh | 680 | $336.6K | 0.01% | +0.3% |
| 1058 | 55 North Private Wealth#1058 · 677 sh | 677 | $335.2K | — | New |
| 1059 | Baron Wealth Management#1059 · 675 sh | 675 | $334.3K | 0.09% | New |
| 1060 | JOHNSON INVESTMENT COUNSEL#1060 · 671 sh | 671 | $332.2K | <0.01% | +1.8% |
| 1061 | Phillips Wealth Planners#1061 · 706 sh | 706 | $331.0K | 0.24% | -0.1% |
| 1062 | Pinnacle Wealth Planning Services#1062 · 668 sh | 668 | $330.7K | 0.03% | +0.8% |
| 1063 | CITIZENS & NORTHERN#1063 · 666 sh | 666 | $329.7K | 0.08% | 0.0% |
| 1064 | Diligent Investors#1064 · 666 sh | 666 | $329.6K | — | +0.2% |
| 1065 | Krilogy Financial#1065 · 665 sh | 665 | $329.2K | — | +0.2% |
| 1066 | Livforsakringsbolaget Skandia, Omsesidigt#1066 · 664 sh | 664 | $328.7K | — | 0.0% |
| 1067 | Values First Advisors#1067 · 664 sh | 664 | $328.5K | — | -2.4% |
| 1068 | Aries Wealth Management#1068 · 660 sh | 660 | $326.8K | — | 0.0% |
| 1069 | Penserra Capital Management#1069 · 659 sh | 659 | $325.0K | <0.01% | +3.6% |
| 1070 | Wilmington Savings Fund Society, FSB#1070 · 654 sh | 654 | $323.8K | — | +17.6% |
| 1071 | Alessandra Capital Management#1071 · 651 sh | 651 | $322.3K | 0.23% | 0.0% |
| 1072 | Calamos Wealth Management#1072 · 650 sh | 650 | $321.8K | <0.01% | -72.5% |
| 1073 | MCCARTER PRIVATE WEALTH SERVICES#1073 · 650 sh | 650 | $321.8K | — | -46.2% |
| 1074 | Howard Capital Management#1074 · 647 sh | 647 | $320.3K | — | New |
| 1075 | NWF Advisory Services#1075 · 647 sh | 647 | $320.3K | — | +2.4% |
| 1076 | Financial Management Professionals#1076 · 646 sh | 646 | $319.8K | — | +1304.3% |
| 1077 | SevenBridge Financial Group#1077 · 725 sh | 725 | $319.8K | — | 0.0% |
| 1078 | BEACON INVESTMENT ADVISORY SERVICES#1078 · 645 sh | 645 | $319.3K | — | -1.2% |
| 1079 | First Command Advisory Services#1079 · 643 sh | 643 | $318.3K | <0.01% | +14.4% |
| 1080 | Northwest Bancshares#1080 · 641 sh | 641 | $317.3K | 0.06% | +11.9% |
| 1081 | L2 Asset Management#1081 · 641 sh | 641 | $317.3K | 0.03% | +5.6% |
| 1082 | Stenger Family Office#1082 · 641 sh | 641 | $317.3K | — | -0.6% |
| 1083 | ARS Wealth Advisors Group#1083 · 640 sh | 640 | $316.9K | — | +1.1% |
| 1084 | FourThought Financial Partners#1084 · 638 sh | 638 | $316.0K | 0.02% | +0.2% |
| 1085 | Freestone Capital#1085 · 635 sh | 635 | $314.4K | <0.01% | -0.5% |
| 1086 | BURKE & HERBERT BANK#1086 · 635 sh | 635 | $314.4K | 0.08% | 0.0% |
| 1087 | CWA Asset Management Group#1087 · 635 sh | 635 | $314.4K | — | +13.2% |
| 1088 | Americana Partners#1088 · 634 sh | 634 | $313.9K | <0.01% | New |
| 1089 | Great Waters Wealth Management#1089 · 634 sh | 634 | $313.9K | — | 0.0% |
| 1090 | Malaga Cove Capital#1090 · 632 sh | 632 | $312.9K | — | -21.5% |
| 1091 | Annis Gardner Whiting Capital Advisors#1091 · 630 sh | 630 | $311.9K | 0.05% | 0.0% |
| 1092 | PALISADE CAPITAL MANAGEMENT#1092 · 630 sh | 630 | $311.9K | 0.01% | +2.9% |
| 1093 | SCHNIEDERS CAPITAL MANAGEMENT#1093 · 628 sh | 628 | $310.9K | 0.04% | New |
| 1094 | CRAWFORD INVESTMENT COUNSEL#1094 · 627 sh | 627 | $310.4K | <0.01% | 0.0% |
| 1095 | Stonebridge Financial Group#1095 · 626 sh | 626 | $309.0K | 0.04% | — |
| 1096 | TIEMANN INVESTMENT ADVISORS#1096 · 623 sh | 623 | $308.8K | 0.11% | 0.0% |
| 1097 | VSM Wealth Advisory#1097 · 623 sh | 623 | $308.6K | 0.08% | 0.0% |
| 1098 | Wilkerson Advisory Group#1098 · 622 sh | 622 | $307.9K | — | -10.4% |
| 1099 | ARMSTRONG ADVISORY GROUP#1099 · 621 sh | 621 | $307.4K | — | 0.0% |
| 1100 | Gouws Capital#1100 · 619 sh | 619 | $306.5K | — | 0.0% |
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.