ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | OSSIAM#501 · 5,503 sh | 5,503 | $2.7M | 0.04% | New |
| 502 | Banque Cantonale Vaudoise#502 · 5,374 sh | 5,374 | $2.7M | 0.10% | -13.8% |
| 503 | KORNITZER CAPITAL MANAGEMENT#503 · 5,367 sh | 5,367 | $2.7M | 0.06% | -0.7% |
| 504 | Illinois Municipal Retirement Fund#504 · 5,359 sh | 5,359 | $2.7M | 0.03% | +76.2% |
| 505 | Aviance Capital Partners#505 · 5,345 sh | 5,345 | $2.6M | 0.27% | 0.0% |
| 506 | CULLEN/FROST BANKERS#506 · 5,301 sh | 5,301 | $2.6M | 0.03% | -0.7% |
| 507 | Savant Capital#507 · 5,824 sh | 5,824 | $2.6M | <0.01% | +141.0% |
| 508 | Twin Tree Management#508 · 5,205 sh | 5,205 | $2.6M | 0.05% | +140.0% |
| 509 | Allworth Financial#509 · 5,199 sh | 5,199 | $2.6M | 0.01% | +3.9% |
| 510 | UNITED CAPITAL FINANCIAL ADVISORS#510 · 5,155 sh | 5,155 | $2.6M | 0.01% | +11.2% |
| 511 | FIRST COMMONWEALTH FINANCIAL#511 · 5,144 sh | 5,144 | $2.5M | 0.36% | +48.5% |
| 512 | Waverly Advisors#512 · 5,076 sh | 5,076 | $2.5M | 0.01% | -3.8% |
| 513 | Ancora Advisors#513 · 5,023 sh | 5,023 | $2.5M | 0.05% | -16.2% |
| 514 | ALLIANZ SE#514 · 4,962 sh | 4,962 | $2.5M | 0.03% | 0.0% |
| 515 | ALPS ADVISORS#515 · 4,952 sh | 4,952 | $2.5M | 0.01% | +31.9% |
| 516 | Vise Technologies#516 · 4,940 sh | 4,940 | $2.4M | 0.03% | +58.0% |
| 517 | Banque Transatlantique SA#517 · 5,217 sh | 5,217 | $2.4M | 0.05% | -16.8% |
| 518 | KESTRA PRIVATE WEALTH SERVICES#518 · 4,912 sh | 4,912 | $2.4M | 0.03% | -18.6% |
| 519 | BESSEMER GROUP#519 · 4,882 sh | 4,882 | $2.4M | <0.01% | +8.8% |
| 520 | COOKSON PEIRCE#520 · 4,874 sh | 4,874 | $2.4M | 0.08% | +13.9% |
| 521 | WESPAC Advisors SoCal#521 · 4,868 sh | 4,868 | $2.4M | — | +14.1% |
| 522 | Tempus Wealth Planning#522 · 4,862 sh | 4,862 | $2.4M | — | +0.1% |
| 523 | MCF Advisors#523 · 4,784 sh | 4,784 | $2.4M | 0.08% | +0.8% |
| 524 | Summit Trail Advisors#524 · 4,778 sh | 4,778 | $2.4M | 0.03% | -36.2% |
| 525 | IPG Investment Advisors#525 · 4,750 sh | 4,750 | $2.4M | 0.34% | New |
| 526 | Concurrent Investment Advisors#526 · 4,682 sh | 4,682 | $2.3M | — | +2.7% |
| 527 | Triangle Securities Wealth Management#527 · 4,652 sh | 4,652 | $2.3M | — | -1.5% |
| 528 | J. Safra Sarasin Holding AG#528 · 5,711 sh | 5,711 | $2.3M | — | -32.3% |
| 529 | GREENWOOD CAPITAL ASSOCIATES#529 · 4,640 sh | 4,640 | $2.3M | 0.23% | New |
| 530 | SilverOak Wealth Management#530 · 4,640 sh | 4,640 | $2.3M | 0.30% | -27.4% |
| 531 | Elmwood Wealth Management#531 · 4,548 sh | 4,548 | $2.3M | — | -0.1% |
| 532 | CHOREO#532 · 4,522 sh | 4,522 | $2.2M | 0.02% | +10.4% |
| 533 | Graham Capital Management, L.P.#533 · 4,515 sh | 4,515 | $2.2M | 0.04% | +475.2% |
| 534 | AXXCESS WEALTH MANAGEMENT#534 · 4,452 sh | 4,452 | $2.2M | — | New |
| 535 | Northstar Advisory Group#535 · 4,428 sh | 4,428 | $2.2M | 0.68% | New |
| 536 | COURIER CAPITAL#536 · 4,422 sh | 4,422 | $2.2M | — | +0.1% |
| 537 | Penobscot Investment Management Company#537 · 4,358 sh | 4,358 | $2.2M | — | 0.0% |
| 538 | MUFG Securities EMEA plc#538 · 4,355 sh | 4,355 | $2.2M | 0.02% | -5.4% |
| 539 | TOKIO MARINE ASSET MANAGEMENT LTD#539 · 4,314 sh | 4,314 | $2.1M | — | +2.8% |
| 540 | Equitable#540 · 4,302 sh | 4,302 | $2.1M | <0.01% | -15.8% |
| 541 | Pure Financial Advisors#541 · 4,294 sh | 4,294 | $2.1M | 0.03% | +124.9% |
| 542 | Koshinski Asset Management#542 · 4,247 sh | 4,247 | $2.1M | 0.11% | +1.0% |
| 543 | HB Wealth Management#543 · 4,222 sh | 4,222 | $2.1M | — | +11.9% |
| 544 | HAGER INVESTMENT MANAGEMENT SERVICES#544 · 4,218 sh | 4,218 | $2.1M | 0.96% | +4.7% |
| 545 | OneDigital Investment Advisors#545 · 4,189 sh | 4,189 | $2.1M | 0.02% | +3.7% |
| 546 | BOWEN HANES#546 · 5,735 sh | 5,735 | $2.1M | 0.05% | 0.0% |
| 547 | Mattson Financial Services#547 · 4,365 sh | 4,365 | $2.0M | 0.43% | -7.1% |
| 548 | Journey Advisory Group#548 · 4,105 sh | 4,105 | $2.0M | 0.16% | 0.0% |
| 549 | E. Ohman J:or Asset Management AB#549 · 4,103 sh | 4,103 | $2.0M | — | +15.5% |
| 550 | Beaumont Asset Management, L.L.C.#550 · 4,092 sh | 4,092 | $2.0M | — | -0.4% |
| 551 | J.W. COLE ADVISORS#551 · 4,072 sh | 4,072 | $2.0M | 0.03% | New |
| 552 | Merit Financial Group#552 · 4,061 sh | 4,061 | $2.0M | 0.01% | +2.7% |
| 553 | Y.D. More Investments Ltd#553 · 4,055 sh | 4,055 | $2.0M | 0.06% | +4.6% |
| 554 | Empirical Finance#554 · 4,054 sh | 4,054 | $2.0M | 0.08% | +3.3% |
| 555 | Avantax Planning Partners#555 · 4,043 sh | 4,043 | $2.0M | 0.05% | -1.8% |
| 556 | TCG Advisory Services#556 · 4,036 sh | 4,036 | $2.0M | 0.04% | +17.1% |
| 557 | GAMMA Investing#557 · 4,006 sh | 4,006 | $2.0M | — | +6.9% |
| 558 | CENTAURUS FINANCIAL#558 · 3,996 sh | 3,996 | $2.0M | 0.08% | -1.1% |
| 559 | Horizon Investments#559 · 3,971 sh | 3,971 | $2.0M | 0.02% | -85.4% |
| 560 | QRG CAPITAL MANAGEMENT#560 · 3,968 sh | 3,968 | $2.0M | 0.02% | +10.5% |
| 561 | Trium Capital LLP#561 · 3,966 sh | 3,966 | $2.0M | — | New |
| 562 | SPIREPOINT PRIVATE CLIENT#562 · 3,940 sh | 3,940 | $2.0M | 0.16% | 0.0% |
| 563 | Clearstead Advisors#563 · 3,938 sh | 3,938 | $1.9M | 0.02% | +21.0% |
| 564 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#564 · 3,926 sh | 3,926 | $1.9M | 0.03% | +23.5% |
| 565 | SANDLER CAPITAL MANAGEMENT#565 · 3,914 sh | 3,914 | $1.9M | 0.96% | +98.4% |
| 566 | Wealthcare Advisory Partners#566 · 3,913 sh | 3,913 | $1.9M | — | -4.5% |
| 567 | HORIZON KINETICS ASSET MANAGEMENT#567 · 3,895 sh | 3,895 | $1.9M | 0.02% | 0.0% |
| 568 | Foundations Investment Advisors#568 · 3,884 sh | 3,884 | $1.9M | 0.02% | +235.1% |
| 569 | BLUE JEAN FINANCIAL#569 · 3,859 sh | 3,859 | $1.9M | — | New |
| 570 | Confluence Wealth Services#570 · 3,821 sh | 3,821 | $1.9M | 0.05% | +49.9% |
| 571 | HM PAYSON#571 · 3,758 sh | 3,758 | $1.9M | 0.02% | 0.0% |
| 572 | RMB Capital Management#572 · 3,715 sh | 3,715 | $1.8M | 0.03% | -11.1% |
| 573 | MINDSET WEALTH MANAGEMENT#573 · 3,707 sh | 3,707 | $1.8M | — | +12.2% |
| 574 | Atria Investments#574 · 3,694 sh | 3,694 | $1.8M | — | +2.6% |
| 575 | WEDBUSH SECURITIES#575 · 3,685 sh | 3,685 | $1.8M | — | +12.0% |
| 576 | Strengthening Families & Communities#576 · 3,650 sh | 3,650 | $1.8M | — | +5.6% |
| 577 | Agate Pass Investment Management#577 · 3,630 sh | 3,630 | $1.8M | — | -15.2% |
| 578 | HBK Sorce Advisory#578 · 3,965 sh | 3,965 | $1.8M | 0.03% | +13.7% |
| 579 | Prospera Financial Services#579 · 3,585 sh | 3,585 | $1.8M | 0.03% | -0.8% |
| 580 | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY#580 · 3,568 sh | 3,568 | $1.8M | 0.02% | -0.8% |
| 581 | Parallax Volatility Advisers, L.P.#581 · 3,560 sh | 3,560 | $1.8M | <0.01% | New |
| 582 | OmniStar Financial Group#582 · 3,554 sh | 3,554 | $1.8M | — | +7.3% |
| 583 | Plato Investment Management Ltd#583 · 3,556 sh | 3,556 | $1.8M | 0.10% | 0.0% |
| 584 | Meiji Yasuda Asset Management Ltd.#584 · 3,522 sh | 3,522 | $1.7M | 0.08% | +39.4% |
| 585 | Connecticut Wealth Management#585 · 3,516 sh | 3,516 | $1.7M | — | +2.1% |
| 586 | OSTRUM ASSET MANAGEMENT#586 · 3,495 sh | 3,495 | $1.7M | 0.08% | -18.3% |
| 587 | Sigma Planning#587 · 3,494 sh | 3,494 | $1.7M | — | +0.6% |
| 588 | Strong Tower Advisory Services#588 · 3,470 sh | 3,470 | $1.7M | — | +4.9% |
| 589 | MARIETTA INVESTMENT PARTNERS#589 · 3,467 sh | 3,467 | $1.7M | 0.30% | +10.9% |
| 590 | North Dakota State Investment Board#590 · 3,446 sh | 3,446 | $1.7M | 0.07% | -10.4% |
| 591 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#591 · 3,425 sh | 3,425 | $1.7M | <0.01% | +0.9% |
| 592 | Private Wealth Asset Management#592 · 3,422 sh | 3,422 | $1.7M | 0.16% | 0.0% |
| 593 | Heritage#593 · 3,356 sh | 3,356 | $1.7M | 0.14% | 0.0% |
| 594 | MUFG SECURITIES AMERICAS#594 · 3,352 sh | 3,352 | $1.7M | 0.09% | +7.8% |
| 595 | NATURAL INVESTMENTS#595 · 3,336 sh | 3,336 | $1.7M | 0.36% | +33.9% |
| 596 | VestGen Advisors#596 · 3,326 sh | 3,326 | $1.6M | 0.05% | -2.3% |
| 597 | PRIVATE NA#597 · 3,323 sh | 3,323 | $1.6M | — | -0.1% |
| 598 | OF VERMONT#598 · 3,318 sh | 3,318 | $1.6M | — | — |
| 599 | Pictet & Cie (Europe) SA#599 · 3,314 sh | 3,314 | $1.6M | — | +3.4% |
| 600 | Beacon Pointe Advisors#600 · 3,309 sh | 3,309 | $1.6M | <0.01% | -7.1% |
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.