ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,549. 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 1,501–1,549 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | Fairman Group#1501 · 6 sh | 6 | $3.0K | — | 0.0% |
| 1502 | Greykasell Wealth Strategies#1502 · 6 sh | 6 | $3.0K | <0.01% | 0.0% |
| 1503 | DecisionPoint Financial#1503 · 6 sh | 6 | $2.9K | <0.01% | +50.0% |
| 1504 | CBIZ Investment Advisory Services#1504 · 7 sh | 7 | $2.5K | <0.01% | 0.0% |
| 1505 | Abound Wealth Management#1505 · 5 sh | 5 | $2.5K | — | -66.7% |
| 1506 | Atlantic Edge Private Wealth Management#1506 · 5 sh | 5 | $2.5K | — | 0.0% |
| 1507 | IFS Advisors#1507 · 5 sh | 5 | $2.5K | — | 0.0% |
| 1508 | Newbridge Financial Services Group#1508 · 5 sh | 5 | $2.5K | — | 0.0% |
| 1509 | Park Place Capital#1509 · 5 sh | 5 | $2.5K | <0.01% | 0.0% |
| 1510 | Fairway Wealth#1510 · 5 sh | 5 | $2.5K | <0.01% | 0.0% |
| 1511 | MB, LEVIS & ASSOCIATES#1511 · 5 sh | 5 | $2.5K | — | New |
| 1512 | WPG Advisers#1512 · 5 sh | 5 | $2.5K | <0.01% | +25.0% |
| 1513 | Planning Strategies#1513 · 5 sh | 5 | $2.5K | — | — |
| 1514 | Caitlin John#1514 · 4 sh | 4 | $2.1K | <0.01% | 0.0% |
| 1515 | Financial Life Planners#1515 · 4 sh | 4 | $2.0K | <0.01% | 0.0% |
| 1516 | Coston, McIsaac & Partners#1516 · 6 sh | 6 | $2.0K | <0.01% | 0.0% |
| 1517 | American Capital Advisory#1517 · 4 sh | 4 | $2.0K | <0.01% | +33.3% |
| 1518 | CHESAPEAKE ASSET MANAGEMENT#1518 · 4 sh | 4 | $2.0K | <0.01% | New |
| 1519 | Advocate Investing Services#1519 · 4 sh | 4 | $2.0K | — | 0.0% |
| 1520 | 1015 Capital Partners#1520 · 4 sh | 4 | $2.0K | <0.01% | 0.0% |
| 1521 | Nvest Wealth Strategies#1521 · 3 sh | 3 | $1.5K | — | 0.0% |
| 1522 | Signature Resources Capital Management#1522 · 3 sh | 3 | $1.5K | — | 0.0% |
| 1523 | Hara Capital#1523 · 3 sh | 3 | $1.5K | <0.01% | 0.0% |
| 1524 | MARSHALL INVESTMENT MANAGEMENT#1524 · 3 sh | 3 | $1.5K | <0.01% | New |
| 1525 | Principia Wealth Advisory#1525 · 3 sh | 3 | $1.5K | <0.01% | +50.0% |
| 1526 | TOWER & INVESTMENT#1526 · 3 sh | 3 | $1.5K | <0.01% | New |
| 1527 | Torren Management#1527 · 2 sh | 2 | $1.0K | <0.01% | 0.0% |
| 1528 | Trifecta Capital Advisors#1528 · 2 sh | 2 | $991.00 | — | New |
| 1529 | Cherry Tree Wealth Management#1529 · 2 sh | 2 | $991.00 | — | 0.0% |
| 1530 | Retirement Wealth Solutions#1530 · 2 sh | 2 | $991.00 | — | 0.0% |
| 1531 | Trust Co#1531 · 2 sh | 2 | $990.00 | — | 0.0% |
| 1532 | Geneos Wealth Management#1532 · 2 sh | 2 | $990.00 | 0.00% | 0.0% |
| 1533 | Davis Capital Management#1533 · 2 sh | 2 | $990.00 | — | +100.0% |
| 1534 | Operose Advisors#1534 · 2 sh | 2 | $990.00 | <0.01% | New |
| 1535 | Buck Wealth Strategies#1535 · 2 sh | 2 | $990.00 | <0.01% | New |
| 1536 | Hickory Point Bank#1536 · 2 sh | 2 | $990.00 | — | 0.0% |
| 1537 | Nova Wealth Management#1537 · 2 sh | 2 | $990.00 | <0.01% | -66.7% |
| 1538 | Cedar Mountain Advisors#1538 · 1 sh | 1 | $511.00 | — | 0.0% |
| 1539 | FINANCIAL CONSULATE#1539 · 1 sh | 1 | $496.00 | — | 0.0% |
| 1540 | Quaker Wealth Management#1540 · 1 sh | 1 | $496.00 | — | 0.0% |
| 1541 | Beaird Harris Wealth Management#1541 · 1 sh | 1 | $496.00 | 0.00% | 0.0% |
| 1542 | 3 FACTOR INDEXING#1542 · 1 sh | 1 | $496.00 | — | 0.0% |
| 1543 | Stone House Investment Management#1543 · 1 sh | 1 | $495.00 | — | New |
| 1544 | E Fund Management (Hong Kong) , Ltd.#1544 · 1 sh | 1 | $495.00 | <0.01% | 0.0% |
| 1545 | Benson Wealth Management#1545 · 1 sh | 1 | $495.00 | <0.01% | 0.0% |
| 1546 | COMPASS FINANCIAL MANAGEMENT#1546 · 1 sh | 1 | $495.00 | <0.01% | — |
| 1547 | Raleigh Capital Management#1547 · 0 sh | 0 | $33.00 | 0.00% | New |
| 1548 | Evolution Advisers#1548 · 1 sh | 1 | $0.00 | 0.00% | New |
| 1549 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#1549 · 169,746 sh | 169,746 | — | — | +2.3% |
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.