ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Goldenstone Wealth Management#1201 · 490 sh | 490 | $242.7K | 0.16% | New |
| 1202 | BANK OF NOVA SCOTIA#1202 · 490 sh | 490 | $242.6K | 0.02% | New |
| 1203 | Rathbones Group PLC#1203 · 490 sh | 490 | $242.6K | <0.01% | New |
| 1204 | JM2 Capital#1204 · 488 sh | 488 | $241.6K | — | New |
| 1205 | Kathmere Capital Management#1205 · 484 sh | 484 | $239.6K | — | New |
| 1206 | Bullseye Investment Management#1206 · 484 sh | 484 | $239.6K | 0.06% | +100.0% |
| 1207 | FIRST HORIZON NATIONAL#1207 · 484 sh | 484 | $239.6K | — | +469.4% |
| 1208 | LEGACY FINANCIAL GROUP#1208 · 482 sh | 482 | $238.6K | — | New |
| 1209 | LS Investment Advisors#1209 · 480 sh | 480 | $237.6K | — | -16.5% |
| 1210 | SMITH CHAS P & ASSOCIATES PA CPAS#1210 · 478 sh | 478 | $236.6K | — | New |
| 1211 | Ocean Capital Management#1211 · 475 sh | 475 | $235.3K | 0.04% | New |
| 1212 | Sicart Associates#1212 · 475 sh | 475 | $235.2K | 0.06% | New |
| 1213 | DiNuzzo Private Wealth#1213 · 474 sh | 474 | $234.7K | — | 0.0% |
| 1214 | May Hill Capital#1214 · 474 sh | 474 | $234.7K | 0.05% | New |
| 1215 | Graticule Asia Macro Advisors#1215 · 471 sh | 471 | $233.2K | 0.02% | New |
| 1216 | Cox Capital Mgt#1216 · 467 sh | 467 | $231.2K | — | New |
| 1217 | Sepio Capital#1217 · 465 sh | 465 | $230.2K | — | New |
| 1218 | STG SECURITIES#1218 · 464 sh | 464 | $229.7K | 0.02% | — |
| 1219 | ADVISORTRUST PARTNERS#1219 · 463 sh | 463 | $229.2K | 0.08% | New |
| 1220 | Prosperity Consulting Group#1220 · 462 sh | 462 | $228.7K | <0.01% | New |
| 1221 | SIGMA INVESTMENT COUNSELORS#1221 · 461 sh | 461 | $228.2K | 0.01% | New |
| 1222 | Fi3 FINANCIAL ADVISORS#1222 · 4,189 sh | 4,189 | $227.8K | 0.05% | New |
| 1223 | MITCHELL MCLEOD PUGH & WILLIAMS#1223 · 460 sh | 460 | $227.7K | 0.03% | New |
| 1224 | TFC Financial Management#1224 · 459 sh | 459 | $227.2K | — | 0.0% |
| 1225 | JUPITER ASSET MANAGEMENT LTD#1225 · 453 sh | 453 | $224.3K | <0.01% | New |
| 1226 | HOWARD BAILEY SECURITIES#1226 · 452 sh | 452 | $223.8K | 0.08% | New |
| 1227 | Edge Wealth Management#1227 · 450 sh | 450 | $222.8K | — | New |
| 1228 | Chung Wu Investment Group#1228 · 450 sh | 450 | $222.8K | 0.15% | -15.1% |
| 1229 | CHASE INVESTMENT COUNSEL#1229 · 447 sh | 447 | $221.0K | 0.05% | New |
| 1230 | Ashton Thomas Private Wealth#1230 · 444 sh | 444 | $219.8K | <0.01% | New |
| 1231 | KRS Capital Management#1231 · 443 sh | 443 | $219.4K | — | New |
| 1232 | Excelsior Advisor Network#1232 · 442 sh | 442 | $218.8K | 0.03% | New |
| 1233 | Centric Wealth Management#1233 · 545 sh | 545 | $218.3K | 0.03% | 0.0% |
| 1234 | Westhampton Capital#1234 · 440 sh | 440 | $217.8K | 0.09% | New |
| 1235 | Blue Chip Partners#1235 · 440 sh | 440 | $217.7K | 0.01% | New |
| 1236 | Balboa Wealth Partners#1236 · 438 sh | 438 | $216.9K | — | -51.4% |
| 1237 | NBT BANK N A#1237 · 437 sh | 437 | $216.3K | — | -1.1% |
| 1238 | Walser Wealth Management Company, A Ltd Liability#1238 · 433 sh | 433 | $214.4K | — | New |
| 1239 | Wellspring Financial Advisors#1239 · 431 sh | 431 | $213.5K | 0.01% | -42.2% |
| 1240 | Bell Bank#1240 · 431 sh | 431 | $213.4K | — | New |
| 1241 | ROMANO BROTHERS AND COMPANY#1241 · 431 sh | 431 | $213.4K | — | New |
| 1242 | MOSAIC FAMILY WEALTH PARTNERS#1242 · 430 sh | 430 | $213.1K | 0.01% | New |
| 1243 | Quantum Financial Advisors#1243 · 430 sh | 430 | $213.0K | 0.02% | New |
| 1244 | NORDEN GROUP#1244 · 430 sh | 430 | $212.9K | — | New |
| 1245 | DUTCH ASSET#1245 · 429 sh | 429 | $212.9K | — | New |
| 1246 | SAX WEALTH ADVISORS#1246 · 591 sh | 591 | $212.1K | — | New |
| 1247 | AssuredPartners Investment Advisors#1247 · 426 sh | 426 | $211.1K | 0.02% | -39.2% |
| 1248 | Argos Wealth Advisors#1248 · 426 sh | 426 | $210.9K | 0.06% | New |
| 1249 | INDEPENDENT FINANCIAL GROUP#1249 · 426 sh | 426 | $210.9K | — | New |
| 1250 | Biondo Investment Advisors#1250 · 425 sh | 425 | $210.4K | 0.03% | New |
| 1251 | Bouchey Financial Group Ltd#1251 · 425 sh | 425 | $210.4K | 0.01% | New |
| 1252 | THURSTON, SPRINGER, MILLER, HERD & TITAK#1252 · 425 sh | 425 | $210.4K | — | +4.7% |
| 1253 | Mraz, Amerine & Associates#1253 · 419 sh | 419 | $207.4K | 0.03% | New |
| 1254 | NICOLET BANKSHARES#1254 · 419 sh | 419 | $207.4K | <0.01% | New |
| 1255 | EVERGREEN CAPITAL MANAGEMENT#1255 · 418 sh | 418 | $206.9K | — | New |
| 1256 | Outlook Wealth Advisors#1256 · 418 sh | 418 | $206.9K | 0.04% | New |
| 1257 | HEADINVEST#1257 · 417 sh | 417 | $206.4K | 0.04% | New |
| 1258 | Wealth Alliance Advisory Group#1258 · 417 sh | 417 | $206.4K | — | New |
| 1259 | Defiance ETFs#1259 · 427 sh | 427 | $206.2K | <0.01% | New |
| 1260 | Alta Advisers Ltd#1260 · 416 sh | 416 | $206.0K | 0.05% | New |
| 1261 | Coastline#1261 · 414 sh | 414 | $205.0K | — | 0.0% |
| 1262 | WHITTIER OF NEVADA#1262 · 437 sh | 437 | $204.9K | <0.01% | -21.4% |
| 1263 | Alliance Wealth Management Group#1263 · 413 sh | 413 | $204.5K | 0.04% | New |
| 1264 | Towercrest Capital Management#1264 · 413 sh | 413 | $204.5K | — | New |
| 1265 | Platform Technology Partners#1265 · 410 sh | 410 | $203.2K | 0.03% | New |
| 1266 | Ring Mountain Capital#1266 · 410 sh | 410 | $203.0K | — | New |
| 1267 | Modern Wealth Management#1267 · 409 sh | 409 | $202.5K | <0.01% | New |
| 1268 | Destiny Wealth Partners#1268 · 421 sh | 421 | $202.3K | 0.03% | New |
| 1269 | Paragon Capital Management Ltd#1269 · 408 sh | 408 | $202.2K | — | New |
| 1270 | Bridgewealth Advisory Group#1270 · 408 sh | 408 | $202.0K | 0.04% | New |
| 1271 | SWISS RE LTD#1271 · 406 sh | 406 | $201.0K | 0.02% | New |
| 1272 | Leading Edge Financial Planning#1272 · 406 sh | 406 | $201.0K | — | New |
| 1273 | Intrua Financial#1273 · 405 sh | 405 | $200.6K | 0.02% | New |
| 1274 | PFG Advisors#1274 · 405 sh | 405 | $200.5K | — | New |
| 1275 | EVERPAR ADVISORS#1275 · 405 sh | 405 | $200.5K | 0.06% | New |
| 1276 | THOMPSON INVESTMENT MANAGEMENT#1276 · 400 sh | 400 | $198.0K | — | 0.0% |
| 1277 | Estabrook Capital Management#1277 · 400 sh | 400 | $198.0K | 0.03% | 0.0% |
| 1278 | CARY STREET PARTNERS INVESTMENT ADVISORY#1278 · 400 sh | 400 | $198.0K | 0.04% | +30.3% |
| 1279 | VALLEY NATIONAL ADVISERS#1279 · 399 sh | 399 | $197.5K | — | 0.0% |
| 1280 | Innovative Asset Advisors Group#1280 · 394 sh | 394 | $195.1K | 0.09% | +0.5% |
| 1281 | OF TOLEDO NA#1281 · 380 sh | 380 | $188.1K | — | 0.0% |
| 1282 | Crews Bank#1282 · 374 sh | 374 | $185.2K | 0.02% | 0.0% |
| 1283 | James T. Borello RIA#1283 · 365 sh | 365 | $180.7K | — | +4.6% |
| 1284 | Navigoe#1284 · 356 sh | 356 | $176.0K | 0.09% | +0.8% |
| 1285 | CVA Family Office#1285 · 355 sh | 355 | $175.8K | 0.02% | +2.6% |
| 1286 | Institute for Wealth Management#1286 · 346 sh | 346 | $171.3K | 0.02% | New |
| 1287 | Cromwell#1287 · 346 sh | 346 | $171.3K | 0.08% | +4.5% |
| 1288 | HHM Wealth Advisors#1288 · 340 sh | 340 | $168.3K | 0.02% | 0.0% |
| 1289 | SHP Wealth Management#1289 · 338 sh | 338 | $167.3K | 0.01% | +634.8% |
| 1290 | ST GERMAIN D J#1290 · 335 sh | 335 | $165.9K | <0.01% | -1.8% |
| 1291 | TOBAM#1291 · 328 sh | 328 | $162.0K | 0.04% | -56.2% |
| 1292 | Murphy & Mullick Capital Management#1292 · 326 sh | 326 | $161.4K | 0.10% | 0.0% |
| 1293 | Keating Financial Advisory Services#1293 · 322 sh | 322 | $159.4K | 0.02% | +8.4% |
| 1294 | Morse Asset Management#1294 · 317 sh | 317 | $156.9K | 0.03% | +534.0% |
| 1295 | Continuum Advisory#1295 · 315 sh | 315 | $155.9K | 0.01% | New |
| 1296 | Nemes Rush Group#1296 · 311 sh | 311 | $153.9K | 0.01% | 0.0% |
| 1297 | ONEFUND#1297 · 305 sh | 305 | $151.0K | 0.09% | -1.3% |
| 1298 | Oakworth Capital#1298 · 304 sh | 304 | $149.8K | — | 0.0% |
| 1299 | COHEN & STEERS#1299 · 300 sh | 300 | $149.0K | <0.01% | 0.0% |
| 1300 | Decker Retirement Planning#1300 · 300 sh | 300 | $148.5K | — | 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.