ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Copeland Capital Management#1401 · 54 sh | 54 | $26.7K | — | 0.0% |
| 1402 | Indiana & Investment Management#1402 · 53 sh | 53 | $26.2K | — | 0.0% |
| 1403 | PITTENGER & ANDERSON#1403 · 51 sh | 51 | $25.3K | <0.01% | 0.0% |
| 1404 | VIRTUS ADVISERS#1404 · 50 sh | 50 | $24.8K | <0.01% | New |
| 1405 | Mascoma Wealth Management#1405 · 50 sh | 50 | $24.8K | — | 0.0% |
| 1406 | Quintet Private Bank (Europe) S.A.#1406 · 50 sh | 50 | $24.8K | — | 0.0% |
| 1407 | BIRCHBROOK#1407 · 50 sh | 50 | $24.8K | — | 0.0% |
| 1408 | TOEWS#1408 · 50 sh | 50 | $24.8K | <0.01% | New |
| 1409 | Orion Capital Management#1409 · 49 sh | 49 | $24.2K | <0.01% | +19.5% |
| 1410 | GW&K Investment Management#1410 · 49 sh | 49 | $24.0K | <0.01% | -2.0% |
| 1411 | Arlington#1411 · 48 sh | 48 | $23.8K | — | 0.0% |
| 1412 | RICHARDSON FINANCIAL SERVICES#1412 · 48 sh | 48 | $23.8K | 0.01% | 0.0% |
| 1413 | Holos Integrated Wealth#1413 · 50 sh | 50 | $23.4K | — | 0.0% |
| 1414 | True Wealth Design#1414 · 46 sh | 46 | $22.8K | — | +130.0% |
| 1415 | JPL Wealth Management#1415 · 45 sh | 45 | $22.3K | <0.01% | +80.0% |
| 1416 | Kemnay Advisory Services#1416 · 44 sh | 44 | $21.8K | <0.01% | -2.2% |
| 1417 | Seneschal Advisors#1417 · 42 sh | 42 | $20.8K | 0.01% | 0.0% |
| 1418 | Rakuten Securities#1418 · 42 sh | 42 | $20.8K | <0.01% | -71.8% |
| 1419 | N.E.W. Advisory Services#1419 · 41 sh | 41 | $20.4K | <0.01% | 0.0% |
| 1420 | Salomon & Ludwin#1420 · 40 sh | 40 | $19.3K | <0.01% | 0.0% |
| 1421 | Capital Advisors, Ltd.#1421 · 38 sh | 38 | $19.0K | <0.01% | 0.0% |
| 1422 | SALEM INVESTMENT COUNSELORS#1422 · 38 sh | 38 | $18.8K | — | +11.8% |
| 1423 | Paladin Advisory Group#1423 · 37 sh | 37 | $18.3K | 0.01% | 0.0% |
| 1424 | CNB Bank#1424 · 36 sh | 36 | $17.8K | <0.01% | 0.0% |
| 1425 | Vanguard National#1425 · 36 sh | 36 | $17.8K | <0.01% | 0.0% |
| 1426 | Rossby Financial, LCC#1426 · 35 sh | 35 | $17.4K | <0.01% | -39.7% |
| 1427 | RAFFA WEALTH MANAGEMENT#1427 · 34 sh | 34 | $16.8K | <0.01% | +9.7% |
| 1428 | Physician Wealth Advisors#1428 · 34 sh | 34 | $16.8K | — | +78.9% |
| 1429 | ACTION POINT FINANCIAL PLANNING#1429 · 36 sh | 36 | $16.8K | <0.01% | New |
| 1430 | Bare Financial Services#1430 · 32 sh | 32 | $15.8K | <0.01% | +28.0% |
| 1431 | Westfuller Advisors#1431 · 31 sh | 31 | $15.5K | <0.01% | +10.7% |
| 1432 | SJS Investment Consulting#1432 · 30 sh | 30 | $14.9K | — | -36.2% |
| 1433 | Gen-Wealth Partners#1433 · 30 sh | 30 | $14.9K | <0.01% | 0.0% |
| 1434 | Triumph Capital Management#1434 · 29 sh | 29 | $14.6K | — | +7.4% |
| 1435 | Gunpowder Capital Management, dba Oliver Wealth Management#1435 · 29 sh | 29 | $14.4K | 0.01% | 0.0% |
| 1436 | Virginia Estate & Retirement Planning Advisors#1436 · 29 sh | 29 | $14.4K | — | 0.0% |
| 1437 | Harvest Fund Management , Ltd#1437 · 28 sh | 28 | $14.0K | <0.01% | 0.0% |
| 1438 | Avion Wealth#1438 · 30 sh | 30 | $14.0K | <0.01% | +57.9% |
| 1439 | Marquette Asset Management#1439 · 28 sh | 28 | $13.9K | — | +12.0% |
| 1440 | Cornerstone Financial Management#1440 · 28 sh | 28 | $13.9K | 0.01% | +100.0% |
| 1441 | Colonial Advisors#1441 · 27 sh | 27 | $13.4K | <0.01% | New |
| 1442 | United Community Bank#1442 · 27 sh | 27 | $13.4K | <0.01% | 0.0% |
| 1443 | Dogwood Wealth Management#1443 · 27 sh | 27 | $13.4K | <0.01% | +22.7% |
| 1444 | NorthAvenue#1444 · 26 sh | 26 | $12.9K | <0.01% | 0.0% |
| 1445 | SUMMIT SECURITIES GROUP#1445 · 26 sh | 26 | $12.9K | <0.01% | +44.4% |
| 1446 | LifeSteps Financial#1446 · 25 sh | 25 | $12.4K | — | New |
| 1447 | Downshift Financial#1447 · 25 sh | 25 | $12.4K | — | New |
| 1448 | OGOREK ANTHONY JOSEPH /NY#1448 · 22 sh | 22 | $10.0K | <0.01% | 0.0% |
| 1449 | CHILTON CAPITAL MANAGEMENT#1449 · 20 sh | 20 | $9.9K | <0.01% | 0.0% |
| 1450 | BOYD WATTERSON ASSET MANAGEMENT#1450 · 20 sh | 20 | $9.9K | <0.01% | 0.0% |
| 1451 | HARBOR INVESTMENT ADVISORY#1451 · 20 sh | 20 | $9.9K | — | New |
| 1452 | J.Safra Asset Management#1452 · 20 sh | 20 | $9.9K | <0.01% | 0.0% |
| 1453 | Rialto Wealth Management#1453 · 20 sh | 20 | $9.9K | <0.01% | +100.0% |
| 1454 | MCGUIRE CAPITAL ADVISORS#1454 · 20 sh | 20 | $9.9K | <0.01% | +900.0% |
| 1455 | Alpine Bank Wealth Management#1455 · 19 sh | 19 | $9.4K | — | New |
| 1456 | Axiom Investment Management#1456 · 18 sh | 18 | $8.9K | <0.01% | 0.0% |
| 1457 | TD Capital Management#1457 · 17 sh | 17 | $8.4K | <0.01% | -19.0% |
| 1458 | Cornerstone Planning Group#1458 · 18 sh | 18 | $8.3K | — | +50.0% |
| 1459 | Mowery & Schoenfeld Wealth Management#1459 · 16 sh | 16 | $7.9K | 0.01% | 0.0% |
| 1460 | Solstein Capital#1460 · 16 sh | 16 | $7.9K | <0.01% | 0.0% |
| 1461 | JNBA Financial Advisors#1461 · 15 sh | 15 | $7.4K | <0.01% | 0.0% |
| 1462 | Private Wealth Management Group#1462 · 15 sh | 15 | $7.4K | — | +150.0% |
| 1463 | Gleason Group#1463 · 15 sh | 15 | $7.4K | — | New |
| 1464 | Financial Network Wealth Advisors#1464 · 15 sh | 15 | $7.4K | <0.01% | New |
| 1465 | Hughes Financial Services#1465 · 15 sh | 15 | $7.4K | <0.01% | +87.5% |
| 1466 | United Financial Planning Group#1466 · 15 sh | 15 | $7.4K | <0.01% | -65.1% |
| 1467 | Dunhill Financial#1467 · 14 sh | 14 | $7.3K | <0.01% | 0.0% |
| 1468 | MCDONALD PARTNERS#1468 · 14 sh | 14 | $6.9K | <0.01% | -99.9% |
| 1469 | Synergy Investment Management#1469 · 15 sh | 15 | $6.9K | <0.01% | +66.7% |
| 1470 | SITTNER & NELSON#1470 · 13 sh | 13 | $6.4K | <0.01% | 0.0% |
| 1471 | HIGHLINE WEALTH PARTNERS#1471 · 13 sh | 13 | $6.4K | — | +44.4% |
| 1472 | Ares Financial Consulting#1472 · 13 sh | 13 | $6.4K | — | 0.0% |
| 1473 | Essential Partners#1473 · 13 sh | 13 | $6.4K | — | 0.0% |
| 1474 | Strategic Wealth Advisors#1474 · 17 sh | 17 | $6.0K | <0.01% | 0.0% |
| 1475 | Jackson, Grant Investment Advisers#1475 · 12 sh | 12 | $5.9K | <0.01% | 0.0% |
| 1476 | CREATIVE FINANCIAL DESIGNS#1476 · 11 sh | 11 | $5.5K | <0.01% | 0.0% |
| 1477 | Investors Research#1477 · 11 sh | 11 | $5.4K | — | 0.0% |
| 1478 | High Note Wealth#1478 · 11 sh | 11 | $5.4K | <0.01% | +120.0% |
| 1479 | Medallion Wealth Advisors#1479 · 11 sh | 11 | $5.2K | <0.01% | +10.0% |
| 1480 | Capital Analysts#1480 · 10 sh | 10 | $5.0K | <0.01% | -23.1% |
| 1481 | WEBSTER BANK, N. A.#1481 · 10 sh | 10 | $5.0K | <0.01% | New |
| 1482 | Sawyer & Company#1482 · 10 sh | 10 | $5.0K | — | 0.0% |
| 1483 | BOK Financial Private Wealth#1483 · 9 sh | 9 | $4.5K | <0.01% | New |
| 1484 | Creative Capital Management Investments#1484 · 9 sh | 9 | $4.5K | <0.01% | New |
| 1485 | Kilter Group#1485 · 9 sh | 9 | $4.5K | <0.01% | -10.0% |
| 1486 | Burk#1486 · 9 sh | 9 | $4.5K | <0.01% | 0.0% |
| 1487 | CALDWELL SUTTER CAPITAL#1487 · 9 sh | 9 | $4.5K | <0.01% | 0.0% |
| 1488 | Harborfront Financial Group#1488 · 8 sh | 8 | $4.2K | 0.02% | — |
| 1489 | Moisand Fitzgerald Tamayo#1489 · 8 sh | 8 | $4.0K | — | 0.0% |
| 1490 | Imprint Wealth#1490 · 8 sh | 8 | $4.0K | 0.02% | 0.0% |
| 1491 | Aspect Partners#1491 · 8 sh | 8 | $4.0K | — | -38.5% |
| 1492 | PFS Partners#1492 · 8 sh | 8 | $4.0K | — | 0.0% |
| 1493 | EVOLUTION WEALTH MANAGEMENT#1493 · 8 sh | 8 | $4.0K | <0.01% | New |
| 1494 | HOLLENCREST SECURITIES#1494 · 7 sh | 7 | $3.5K | <0.01% | 0.0% |
| 1495 | Anchor Investment Management#1495 · 7 sh | 7 | $3.5K | <0.01% | 0.0% |
| 1496 | Corsicana#1496 · 7 sh | 7 | $3.5K | <0.01% | 0.0% |
| 1497 | Activest Wealth Management#1497 · 7 sh | 7 | $3.5K | — | +133.3% |
| 1498 | ENTRUST FINANCIAL#1498 · 7 sh | 7 | $3.5K | <0.01% | 0.0% |
| 1499 | WOLFF WIESE MAGANA#1499 · 6 sh | 6 | $3.0K | — | 0.0% |
| 1500 | Heritage Wealth Advisors#1500 · 6 sh | 6 | $3.0K | <0.01% | 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.