ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Addison Advisors#1301 · 291 sh | 291 | $144.1K | 0.07% | -2.7% |
| 1302 | 1620 INVESTMENT ADVISORS#1302 · 287 sh | 287 | $142.1K | 0.09% | 0.0% |
| 1303 | SBI Securities , Ltd.#1303 · 285 sh | 285 | $141.1K | — | -32.6% |
| 1304 | Bell Investment Advisors#1304 · 280 sh | 280 | $138.6K | 0.02% | +0.4% |
| 1305 | Strategic Investment Advisors / MI#1305 · 273 sh | 273 | $135.2K | <0.01% | New |
| 1306 | HANTZ FINANCIAL SERVICES#1306 · 255 sh | 255 | $126.0K | <0.01% | +17.0% |
| 1307 | COUNTRY BANK#1307 · 254 sh | 254 | $125.8K | <0.01% | 0.0% |
| 1308 | HAZLETT, BURT & WATSON#1308 · 255 sh | 255 | $125.0K | 0.03% | +2.4% |
| 1309 | Basecamp Wealth Advisors#1309 · 252 sh | 252 | $124.8K | 0.02% | -3.8% |
| 1310 | Wellington Shields Capital Management#1310 · 250 sh | 250 | $123.8K | 0.02% | 0.0% |
| 1311 | McCarley & Cook Financial Planners#1311 · 250 sh | 250 | $123.8K | — | 0.0% |
| 1312 | Johnson Financial Group#1312 · 245 sh | 245 | $121.3K | <0.01% | -3.9% |
| 1313 | Maj Invest Holding A/S#1313 · 240 sh | 240 | $119.0K | <0.01% | 0.0% |
| 1314 | New England Capital Financial Advisors#1314 · 240 sh | 240 | $119.0K | 0.03% | -4.0% |
| 1315 | KELLEHER FINANCIAL ADVISORS#1315 · 235 sh | 235 | $116.3K | 0.02% | +32.0% |
| 1316 | Manchester Capital Management#1316 · 232 sh | 232 | $114.9K | — | +152.2% |
| 1317 | Independence Bank of Kentucky#1317 · 230 sh | 230 | $113.9K | — | -2.5% |
| 1318 | Quent Capital#1318 · 229 sh | 229 | $113.5K | <0.01% | +7.5% |
| 1319 | Asset Dedication#1319 · 227 sh | 227 | $112.4K | <0.01% | -20.6% |
| 1320 | Breakwater Investment Management#1320 · 227 sh | 227 | $112.4K | — | +0.4% |
| 1321 | Hoese & LLP#1321 · 225 sh | 225 | $111.4K | — | 0.0% |
| 1322 | Spire Wealth Management#1322 · 223 sh | 223 | $110.6K | <0.01% | +32.7% |
| 1323 | BROWN, LISLE/CUMMINGS#1323 · 222 sh | 222 | $109.9K | — | -7.9% |
| 1324 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1324 · 221 sh | 221 | $109.4K | <0.01% | -8.7% |
| 1325 | SECURITY NATIONAL BANK OF SO DAK#1325 · 206 sh | 206 | $102.0K | 0.05% | New |
| 1326 | Princeton Global Asset Management#1326 · 206 sh | 206 | $102.0K | — | 0.0% |
| 1327 | Aventura Private Wealth#1327 · 195 sh | 195 | $96.6K | 0.03% | +2.6% |
| 1328 | MANNING & NAPIER ADVISORS#1328 · 185 sh | 185 | $91.6K | <0.01% | 0.0% |
| 1329 | Roble, Belko & Company#1329 · 175 sh | 175 | $87.0K | <0.01% | 0.0% |
| 1330 | Asset Planning#1330 · 173 sh | 173 | $85.6K | — | 0.0% |
| 1331 | Oslo Pensjonsforsikring AS#1331 · 169 sh | 169 | $83.7K | — | 0.0% |
| 1332 | TIAA , NATIONAL ASSOCIATION#1332 · 165 sh | 165 | $81.7K | <0.01% | -88.3% |
| 1333 | State of Wyoming#1333 · 162 sh | 162 | $80.2K | <0.01% | New |
| 1334 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1334 · 160 sh | 160 | $79.2K | 0.02% | +33.3% |
| 1335 | Silver Grove Financial Group#1335 · 158 sh | 158 | $78.2K | 0.04% | +887.5% |
| 1336 | OLD POINT & FINANCIAL SERVICES N A#1336 · 154 sh | 154 | $76.2K | 0.02% | 0.0% |
| 1337 | Steigerwald, Gordon & Koch#1337 · 154 sh | 154 | $76.2K | <0.01% | +14.1% |
| 1338 | S&T BANK#1338 · 150 sh | 150 | $74.3K | 0.02% | 0.0% |
| 1339 | Deseret Mutual Benefit Administrators#1339 · 149 sh | 149 | $73.8K | 0.02% | -19.0% |
| 1340 | Bullock Wealth Management Group#1340 · 152 sh | 152 | $73.2K | — | +0.7% |
| 1341 | Archer Investment#1341 · 145 sh | 145 | $72.0K | 0.01% | +222.2% |
| 1342 | IFG Advisory#1342 · 144 sh | 144 | $71.1K | <0.01% | New |
| 1343 | Grove Bank#1343 · 143 sh | 143 | $70.8K | — | +52.1% |
| 1344 | NBH Bank#1344 · 142 sh | 142 | $70.3K | 0.03% | — |
| 1345 | AMERIFLEX GROUP#1345 · 141 sh | 141 | $70.0K | 0.03% | +8.5% |
| 1346 | ROGCO#1346 · 139 sh | 139 | $68.8K | 0.02% | 0.0% |
| 1347 | Strategic Wealth Partners, Ltd.#1347 · 134 sh | 134 | $66.3K | <0.01% | 0.0% |
| 1348 | FLAGSHIP WEALTH ADVISORS#1348 · 133 sh | 133 | $65.8K | 0.01% | 0.0% |
| 1349 | Bay Harbor Wealth Management#1349 · 131 sh | 131 | $65.1K | 0.01% | -10.3% |
| 1350 | Strategic Investment Solutions#1350 · 129 sh | 129 | $63.9K | 0.01% | 0.0% |
| 1351 | Sachetta#1351 · 128 sh | 128 | $63.6K | 0.03% | +13.3% |
| 1352 | TrueNorth#1352 · 125 sh | 125 | $61.9K | <0.01% | 0.0% |
| 1353 | Parvin Asset Management#1353 · 125 sh | 125 | $61.9K | 0.05% | 0.0% |
| 1354 | Financial Gravity Companies, (FGCO)#1354 · 120 sh | 120 | $59.4K | <0.01% | — |
| 1355 | Owl Creek Wealth Partners#1355 · 114 sh | 114 | $56.4K | — | 0.0% |
| 1356 | MOTCO#1356 · 114 sh | 114 | $56.4K | <0.01% | +1.8% |
| 1357 | FIRST UNITED BANK#1357 · 113 sh | 113 | $55.9K | — | +17.7% |
| 1358 | Financial Perspectives#1358 · 112 sh | 112 | $55.4K | 0.01% | 0.0% |
| 1359 | BAYBAN#1359 · 112 sh | 112 | $55.4K | 0.04% | -6.7% |
| 1360 | MARYLAND CAPITAL ADVISORS#1360 · 111 sh | 111 | $55.0K | — | — |
| 1361 | Transamerica Financial Advisors#1361 · 108 sh | 108 | $53.7K | <0.01% | +74.2% |
| 1362 | Knights of Columbus Asset Advisors#1362 · 100 sh | 100 | $49.5K | <0.01% | 0.0% |
| 1363 | Citizens National Bank Department#1363 · 100 sh | 100 | $49.5K | <0.01% | 0.0% |
| 1364 | REXFORD CAPITAL#1364 · 100 sh | 100 | $49.5K | 0.03% | 0.0% |
| 1365 | Dynamic Wealth Strategies#1365 · 94 sh | 94 | $46.5K | — | -7.8% |
| 1366 | West Branch Capital#1366 · 91 sh | 91 | $45.1K | — | +21.3% |
| 1367 | Community Bank, N.A.#1367 · 90 sh | 90 | $44.6K | <0.01% | 0.0% |
| 1368 | ZRC WEALTH MANAGEMENT#1368 · 88 sh | 88 | $43.6K | — | +700.0% |
| 1369 | Prestige Wealth Management Group#1369 · 86 sh | 86 | $42.6K | <0.01% | +2.4% |
| 1370 | Copos Capital B.V.#1370 · 86 sh | 86 | $42.6K | <0.01% | — |
| 1371 | Cassaday & Wealth Management#1371 · 86 sh | 86 | $42.5K | <0.01% | 0.0% |
| 1372 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1372 · 82 sh | 82 | $40.6K | <0.01% | 0.0% |
| 1373 | Fortitude Family Office#1373 · 80 sh | 80 | $39.6K | — | +12.7% |
| 1374 | USA FINANCIAL FORMULAS#1374 · 79 sh | 79 | $39.1K | <0.01% | — |
| 1375 | Fairscale Capital#1375 · 79 sh | 79 | $39.1K | 0.02% | 0.0% |
| 1376 | Pinnacle Bancorp#1376 · 74 sh | 74 | $36.6K | — | 0.0% |
| 1377 | MV CAPITAL MANAGEMENT#1377 · 73 sh | 73 | $36.1K | <0.01% | +1.4% |
| 1378 | TSFG#1378 · 71 sh | 71 | $35.0K | — | +42.0% |
| 1379 | Signature Equity Partners#1379 · 70 sh | 70 | $34.9K | 0.02% | -7.9% |
| 1380 | ESSEX INVESTMENT MANAGEMENT#1380 · 70 sh | 70 | $34.7K | — | 0.0% |
| 1381 | SOA Wealth Advisors#1381 · 69 sh | 69 | $34.3K | <0.01% | New |
| 1382 | Bogart Wealth#1382 · 69 sh | 69 | $34.2K | <0.01% | +13.1% |
| 1383 | Guardian Partners#1383 · 65 sh | 65 | $32.2K | — | New |
| 1384 | Hilltop National Bank#1384 · 65 sh | 65 | $32.2K | — | 0.0% |
| 1385 | DELTA ASSET MANAGEMENT#1385 · 65 sh | 65 | $32.2K | <0.01% | 0.0% |
| 1386 | VALLEY WEALTH MANAGERS#1386 · 65 sh | 65 | $32.2K | — | 0.0% |
| 1387 | Darwin Wealth Management#1387 · 64 sh | 64 | $31.7K | <0.01% | +1.6% |
| 1388 | WealthCollab#1388 · 64 sh | 64 | $31.7K | 0.01% | 0.0% |
| 1389 | Game Plan Financial Advisors#1389 · 64 sh | 64 | $31.7K | 0.01% | 0.0% |
| 1390 | FOSTER DYKEMA CABOT & PARTNERS#1390 · 64 sh | 64 | $31.7K | <0.01% | 0.0% |
| 1391 | Bruce G. Allen Investments#1391 · 63 sh | 63 | $31.2K | 0.02% | 0.0% |
| 1392 | Rosenberg Matthew Hamilton#1392 · 62 sh | 62 | $30.7K | — | 0.0% |
| 1393 | Glen Eagle Advisors#1393 · 61 sh | 61 | $30.4K | <0.01% | -24.7% |
| 1394 | Kennebec Savings Bank#1394 · 60 sh | 60 | $29.7K | — | New |
| 1395 | Millstone Evans Group#1395 · 59 sh | 59 | $29.2K | 0.02% | +34.1% |
| 1396 | IAG Wealth Partners#1396 · 57 sh | 57 | $28.2K | <0.01% | -54.0% |
| 1397 | ALBION FINANCIAL GROUP#1397 · 57 sh | 57 | $28.2K | — | 0.0% |
| 1398 | Plante Moran Financial Advisors#1398 · 55 sh | 55 | $27.2K | <0.01% | New |
| 1399 | Joseph Group Capital Management#1399 · 55 sh | 55 | $27.2K | <0.01% | +57.1% |
| 1400 | WEST PACES ADVISORS#1400 · 55 sh | 55 | $27.2K | — | 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.