ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | Gryphon Financial Partners#1101 · 619 sh | 619 | $306.3K | 0.03% | +5.8% |
| 1102 | Lynx Investment Advisory#1102 · 615 sh | 615 | $304.5K | 0.10% | New |
| 1103 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#1103 · 614 sh | 614 | $304.0K | 0.02% | 0.0% |
| 1104 | Copley Financial Group#1104 · 614 sh | 614 | $304.0K | 0.18% | -41.4% |
| 1105 | GREENWOOD GEARHART#1105 · 613 sh | 613 | $303.5K | 0.01% | +2.2% |
| 1106 | Strategic Financial Services#1106 · 610 sh | 610 | $302.0K | 0.01% | 0.0% |
| 1107 | American#1107 · 610 sh | 610 | $302.0K | 0.02% | New |
| 1108 | Breakwater Capital Group#1108 · 610 sh | 610 | $302.0K | — | +0.2% |
| 1109 | Smith, Salley & Associates#1109 · 608 sh | 608 | $301.0K | 0.01% | New |
| 1110 | West Family Investments#1110 · 608 sh | 608 | $301.0K | 0.09% | New |
| 1111 | Accel Wealth Management#1111 · 606 sh | 606 | $300.1K | — | +0.2% |
| 1112 | Cove Private Wealth#1112 · 605 sh | 605 | $299.5K | 0.06% | 0.0% |
| 1113 | S#1113 · 605 sh | 605 | $299.0K | 0.02% | New |
| 1114 | Fiduciary Wealth Partners#1114 · 603 sh | 603 | $298.5K | 0.16% | +0.5% |
| 1115 | INVESTMENT PARTNERS, LTD.#1115 · 601 sh | 601 | $297.6K | 0.09% | New |
| 1116 | South Street Advisors#1116 · 600 sh | 600 | $297.0K | 0.04% | 0.0% |
| 1117 | Black Swift Group#1117 · 600 sh | 600 | $297.0K | 0.04% | New |
| 1118 | Petix & Botte#1118 · 600 sh | 600 | $297.0K | 0.06% | 0.0% |
| 1119 | BURLING WEALTH PARTNERS#1119 · 600 sh | 600 | $297.0K | 0.04% | 0.0% |
| 1120 | Battery Global Advisors#1120 · 598 sh | 598 | $296.1K | 0.15% | 0.0% |
| 1121 | World Investment Advisors#1121 · 816 sh | 816 | $296.0K | <0.01% | +0.4% |
| 1122 | KCM INVESTMENT ADVISORS#1122 · 598 sh | 598 | $295.9K | <0.01% | -1.6% |
| 1123 | WEST MICHIGAN ADVISORS#1123 · 818 sh | 818 | $293.6K | 0.06% | 0.0% |
| 1124 | TICINO WEALTH#1124 · 592 sh | 592 | $293.1K | — | +3.1% |
| 1125 | Traynor Capital Management#1125 · 591 sh | 591 | $292.4K | 0.01% | +2.4% |
| 1126 | Purewater Capital#1126 · 587 sh | 587 | $290.6K | — | -0.7% |
| 1127 | Concentric Capital Strategies#1127 · 586 sh | 586 | $290.1K | 0.02% | New |
| 1128 | Fidelis Capital Partners#1128 · 585 sh | 585 | $289.6K | 0.02% | +0.5% |
| 1129 | TRUSTMARK NATIONAL BANK DEPARTMENT#1129 · 585 sh | 585 | $289.6K | 0.02% | New |
| 1130 | United Asset Strategies#1130 · 580 sh | 580 | $287.3K | 0.02% | 0.0% |
| 1131 | Paladin Wealth#1131 · 580 sh | 580 | $287.1K | — | -10.9% |
| 1132 | SHELTON CAPITAL MANAGEMENT#1132 · 578 sh | 578 | $286.2K | <0.01% | -5.2% |
| 1133 | CIDEL ASSET MANAGEMENT#1133 · 574 sh | 574 | $284.2K | 0.01% | 0.0% |
| 1134 | Stokes Family Office#1134 · 574 sh | 574 | $284.2K | 0.03% | -6.8% |
| 1135 | RB Capital Management#1135 · 573 sh | 573 | $283.6K | 0.06% | +0.4% |
| 1136 | Hanson & Doremus Investment Management#1136 · 569 sh | 569 | $282.0K | — | -3.6% |
| 1137 | SUMMIT WEALTH GROUP#1137 · 569 sh | 569 | $281.6K | 0.02% | New |
| 1138 | Crescent Grove Advisors#1138 · 568 sh | 568 | $281.3K | — | 0.0% |
| 1139 | Badgley Phelps Wealth Managers#1139 · 567 sh | 567 | $280.8K | — | -28.9% |
| 1140 | Merrion Investment Management#1140 · 566 sh | 566 | $280.2K | — | 0.0% |
| 1141 | Brown Miller Wealth Management#1141 · 565 sh | 565 | $279.7K | 0.07% | 0.0% |
| 1142 | Stonebrook Private#1142 · 564 sh | 564 | $279.3K | 0.05% | New |
| 1143 | Farmers & Merchants of Long Beach#1143 · 564 sh | 564 | $279.2K | — | -2.6% |
| 1144 | Falcon Wealth Planning#1144 · 564 sh | 564 | $279.0K | 0.02% | -5.1% |
| 1145 | FIRST INTERSTATE BANK#1145 · 561 sh | 561 | $277.7K | — | New |
| 1146 | FAGAN ASSOCIATES#1146 · 561 sh | 561 | $277.7K | — | 0.0% |
| 1147 | Spears Abacus Advisors#1147 · 560 sh | 560 | $277.2K | <0.01% | New |
| 1148 | Jaffetilchin Investment Partners#1148 · 559 sh | 559 | $276.7K | 0.01% | New |
| 1149 | Foguth Wealth Management#1149 · 602 sh | 602 | $276.0K | — | +4.5% |
| 1150 | Nelson, Van Denburg & Campbell Wealth Management Group#1150 · 554 sh | 554 | $274.1K | — | New |
| 1151 | Almanack Investment Partners#1151 · 551 sh | 551 | $272.8K | 0.03% | New |
| 1152 | MISSION WEALTH MANAGEMENT#1152 · 550 sh | 550 | $272.4K | — | New |
| 1153 | SEAMOUNT FINANCIAL GROUP#1153 · 550 sh | 550 | $272.3K | — | New |
| 1154 | Wealth Watch Advisors#1154 · 550 sh | 550 | $272.3K | 0.09% | New |
| 1155 | Integrated Investment Consultants#1155 · 548 sh | 548 | $271.3K | 0.05% | -37.6% |
| 1156 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1156 · 548 sh | 548 | $271.1K | — | -17.8% |
| 1157 | Canopy Partners#1157 · 546 sh | 546 | $270.3K | 0.08% | New |
| 1158 | CONNING#1158 · 546 sh | 546 | $270.3K | <0.01% | New |
| 1159 | NICHOLS & PRATT ADVISERS LLP#1159 · 540 sh | 540 | $267.3K | — | New |
| 1160 | INGALLS & SNYDER#1160 · 540 sh | 540 | $267.0K | <0.01% | New |
| 1161 | FUKOKU MUTUAL LIFE INSURANCE#1161 · 539 sh | 539 | $266.8K | 0.02% | New |
| 1162 | Boston Walden#1162 · 538 sh | 538 | $266.4K | <0.01% | New |
| 1163 | SOUTHERN CAPITAL ADVISORS#1163 · 537 sh | 537 | $265.9K | — | New |
| 1164 | SUMMITRY#1164 · 536 sh | 536 | $265.4K | <0.01% | New |
| 1165 | ANGELES WEALTH MANAGEMENT#1165 · 534 sh | 534 | $264.4K | — | New |
| 1166 | Walker Asset Management#1166 · 531 sh | 531 | $262.8K | — | New |
| 1167 | ROTHSCHILD INVESTMENT#1167 · 531 sh | 531 | $262.7K | <0.01% | +32.1% |
| 1168 | City State Bank#1168 · 530 sh | 530 | $262.4K | — | 0.0% |
| 1169 | WealthPlan Investment Management#1169 · 530 sh | 530 | $262.4K | — | New |
| 1170 | CITY HOLDING#1170 · 530 sh | 530 | $262.4K | — | +1.9% |
| 1171 | SAPIENT CAPITAL#1171 · 528 sh | 528 | $261.4K | — | -54.4% |
| 1172 | Cornerstone Wealth Management#1172 · 527 sh | 527 | $261.0K | 0.01% | -9.6% |
| 1173 | Icon Wealth Advisors#1173 · 527 sh | 527 | $260.9K | 0.02% | New |
| 1174 | Beacon Financial Advisory#1174 · 526 sh | 526 | $260.4K | — | New |
| 1175 | Clear Creek Financial Management#1175 · 526 sh | 526 | $260.4K | 0.02% | New |
| 1176 | Heritage Wealth Management#1176 · 526 sh | 526 | $260.4K | 0.07% | New |
| 1177 | Raab & Moskowitz Asset Management#1177 · 525 sh | 525 | $259.9K | 0.05% | New |
| 1178 | WOODMONT INVESTMENT COUNSEL#1178 · 524 sh | 524 | $259.4K | 0.01% | New |
| 1179 | Simplify Asset Management#1179 · 520 sh | 520 | $257.4K | <0.01% | -8.5% |
| 1180 | CRUX WEALTH ADVISORS#1180 · 517 sh | 517 | $255.9K | 0.09% | New |
| 1181 | PCG ASSET MANAGEMENT#1181 · 512 sh | 512 | $253.5K | 0.18% | New |
| 1182 | Gerber Kawasaki Wealth & Investment Management#1182 · 510 sh | 510 | $252.8K | <0.01% | -8.8% |
| 1183 | Accurate Wealth Management#1183 · 531 sh | 531 | $250.8K | — | +3.7% |
| 1184 | McClarren Financial Advisors#1184 · 505 sh | 505 | $250.2K | — | New |
| 1185 | REUTER JAMES WEALTH MANAGEMENT#1185 · 504 sh | 504 | $249.5K | — | New |
| 1186 | White Pine Investment#1186 · 500 sh | 500 | $248.0K | — | New |
| 1187 | Dana Investment Advisors#1187 · 500 sh | 500 | $247.5K | <0.01% | New |
| 1188 | Strategic Financial Concepts#1188 · 500 sh | 500 | $247.5K | 0.07% | -37.2% |
| 1189 | Tevis Investment Management#1189 · 500 sh | 500 | $247.5K | 0.14% | New |
| 1190 | Petersen Hastings Wealth Advisors#1190 · 500 sh | 500 | $247.5K | 0.02% | New |
| 1191 | BDFS Capital#1191 · 500 sh | 500 | $247.5K | — | New |
| 1192 | PRING TURNER CAPITAL GROUP#1192 · 560 sh | 560 | $247.4K | 0.14% | 0.0% |
| 1193 | SageView Advisory Group#1193 · 499 sh | 499 | $247.1K | <0.01% | New |
| 1194 | AdvisorNet Financial#1194 · 498 sh | 498 | $246.6K | — | -2.2% |
| 1195 | Sanibel Captiva Company#1195 · 498 sh | 498 | $246.5K | <0.01% | New |
| 1196 | True North Advisors#1196 · 496 sh | 496 | $245.3K | — | -32.0% |
| 1197 | Wynn Capital#1197 · 495 sh | 495 | $245.1K | — | New |
| 1198 | Aspetuck Financial Management#1198 · 492 sh | 492 | $243.6K | 0.14% | New |
| 1199 | Lotus Asset Management#1199 · 491 sh | 491 | $243.3K | — | — |
| 1200 | SFMG#1200 · 491 sh | 491 | $243.1K | 0.01% | 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.