ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | MASTERINVEST Kapitalanlage GmbH#601 · 3,303 sh | 3,303 | $1.6M | 0.14% | 0.0% |
| 602 | Mutual Advisors#602 · 3,296 sh | 3,296 | $1.6M | 0.03% | +78.6% |
| 603 | RWA WEALTH PARTNERS#603 · 3,276 sh | 3,276 | $1.6M | 0.02% | -1.3% |
| 604 | Brevan Howard Capital Management#604 · 3,260 sh | 3,260 | $1.6M | 0.01% | -75.0% |
| 605 | Avanza Fonder AB#605 · 3,231 sh | 3,231 | $1.6M | — | +447.6% |
| 606 | CORDA Investment Management#606 · 3,216 sh | 3,216 | $1.6M | — | +7.6% |
| 607 | Perigon Wealth Management#607 · 3,180 sh | 3,180 | $1.6M | — | +8.6% |
| 608 | Convergence Investment Partners#608 · 3,174 sh | 3,174 | $1.6M | 0.15% | -2.6% |
| 609 | AGF MANAGEMENT LTD#609 · 3,150 sh | 3,150 | $1.6M | <0.01% | -98.6% |
| 610 | Lombard Odier Asset Management (Switzerland) SA#610 · 3,143 sh | 3,143 | $1.6M | 0.05% | +14.1% |
| 611 | Alpha Wealth Funds#611 · 3,083 sh | 3,083 | $1.5M | 0.84% | 0.0% |
| 612 | Procyon Advisors#612 · 3,102 sh | 3,102 | $1.5M | — | +13.3% |
| 613 | Uncommon Cents Investing#613 · 3,100 sh | 3,100 | $1.5M | — | -0.3% |
| 614 | Fire Capital Management#614 · 3,092 sh | 3,092 | $1.5M | 0.62% | -4.5% |
| 615 | Apella Capital#615 · 3,261 sh | 3,261 | $1.5M | — | +0.9% |
| 616 | V-Square Quantitative Management#616 · 3,032 sh | 3,032 | $1.5M | — | +8.8% |
| 617 | ALPINE WOODS CAPITAL INVESTORS#617 · 3,021 sh | 3,021 | $1.5M | 0.33% | New |
| 618 | WELLINGTON MANAGEMENT GROUP LLP#618 · 3,020 sh | 3,020 | $1.5M | <0.01% | +6.4% |
| 619 | Carmel Capital Partners#619 · 3,013 sh | 3,013 | $1.5M | 0.49% | -52.0% |
| 620 | RBF Capital#620 · 3,000 sh | 3,000 | $1.5M | 0.06% | 0.0% |
| 621 | SUMITOMO LIFE INSURANCE#621 · 2,983 sh | 2,983 | $1.5M | 0.02% | +56.9% |
| 622 | Kentucky Retirement Systems Insurance Fund#622 · 2,964 sh | 2,964 | $1.5M | 0.09% | -0.5% |
| 623 | WESTWOOD GROUP#623 · 2,964 sh | 2,964 | $1.5M | 0.01% | -3.8% |
| 624 | Wedmont Private Capital#624 · 3,101 sh | 3,101 | $1.5M | — | +4.0% |
| 625 | MONECO Advisors#625 · 2,949 sh | 2,949 | $1.5M | 0.09% | +0.4% |
| 626 | Capital Asset Advisory Services#626 · 2,937 sh | 2,937 | $1.5M | 0.05% | 0.0% |
| 627 | Finivi#627 · 2,935 sh | 2,935 | $1.5M | — | +1.0% |
| 628 | CLG#628 · 2,917 sh | 2,917 | $1.4M | — | -0.3% |
| 629 | Farther Finance Advisors#629 · 2,917 sh | 2,917 | $1.4M | — | -2.8% |
| 630 | COLDSTREAM CAPITAL MANAGEMENT#630 · 2,895 sh | 2,895 | $1.4M | 0.02% | -4.6% |
| 631 | denkapparat Operations GmbH#631 · 2,876 sh | 2,876 | $1.4M | 0.47% | +15.1% |
| 632 | BURNEY#632 · 2,875 sh | 2,875 | $1.4M | — | +3.3% |
| 633 | FIRST FOUNDATION ADVISORS#633 · 2,861 sh | 2,861 | $1.4M | 0.05% | +2.5% |
| 634 | ASSETMARK#634 · 2,855 sh | 2,855 | $1.4M | — | +72.0% |
| 635 | Global Retirement Partners#635 · 2,850 sh | 2,850 | $1.4M | 0.02% | — |
| 636 | Prosperity Financial Group#636 · 2,846 sh | 2,846 | $1.4M | 0.44% | +0.2% |
| 637 | Cyndeo Wealth Partners#637 · 2,836 sh | 2,836 | $1.4M | — | -0.8% |
| 638 | Snowden Capital Advisors#638 · 2,828 sh | 2,828 | $1.4M | 0.03% | -18.3% |
| 639 | Capital Investment Advisors#639 · 2,814 sh | 2,814 | $1.4M | — | +0.8% |
| 640 | MONETTA FINANCIAL SERVICES#640 · 2,800 sh | 2,800 | $1.4M | 0.93% | 0.0% |
| 641 | SECURIAN ASSET MANAGEMENT#641 · 2,993 sh | 2,993 | $1.4M | 0.05% | -3.3% |
| 642 | DARK FOREST CAPITAL MANAGEMENT#642 · 2,788 sh | 2,788 | $1.4M | 0.09% | +130.2% |
| 643 | SIT INVESTMENT ASSOCIATES#643 · 2,780 sh | 2,780 | $1.4M | 0.03% | 0.0% |
| 644 | Rossmore Private Capital#644 · 2,778 sh | 2,778 | $1.4M | 0.11% | -3.9% |
| 645 | Beaton Management#645 · 2,768 sh | 2,768 | $1.4M | 0.56% | 0.0% |
| 646 | Choate Investment Advisors#646 · 2,766 sh | 2,766 | $1.4M | 0.02% | 0.0% |
| 647 | Metis Global Partners#647 · 2,691 sh | 2,691 | $1.3M | 0.03% | -36.0% |
| 648 | Wahed Invest#648 · 2,673 sh | 2,673 | $1.3M | 0.14% | -6.3% |
| 649 | Circle Wealth Management#649 · 2,662 sh | 2,662 | $1.3M | 0.02% | +78.3% |
| 650 | Siemens Fonds Invest GmbH#650 · 2,662 sh | 2,662 | $1.3M | 0.06% | +1.5% |
| 651 | Acropolis Investment Management#651 · 2,656 sh | 2,656 | $1.3M | — | -0.9% |
| 652 | EVERMAY WEALTH MANAGEMENT#652 · 2,649 sh | 2,649 | $1.3M | 0.14% | +65.9% |
| 653 | UMB Bank, n.a.#653 · 2,647 sh | 2,647 | $1.3M | 0.02% | -0.3% |
| 654 | Generali Asset Management SPA SGR#654 · 2,633 sh | 2,633 | $1.3M | — | -53.7% |
| 655 | WBI INVESTMENTS#655 · 2,627 sh | 2,627 | $1.3M | 0.32% | +61.7% |
| 656 | Quantum Private Wealth#656 · 2,621 sh | 2,621 | $1.3M | — | -2.6% |
| 657 | Interchange Capital Partners#657 · 2,602 sh | 2,602 | $1.3M | 0.24% | +17.8% |
| 658 | Integrated Advisors Network#658 · 2,580 sh | 2,580 | $1.3M | — | -0.3% |
| 659 | Decatur Capital Management#659 · 2,574 sh | 2,574 | $1.3M | 0.43% | New |
| 660 | Moss Adams Wealth Advisors#660 · 2,535 sh | 2,535 | $1.3M | 0.08% | +0.4% |
| 661 | Advisors Capital Management#661 · 2,531 sh | 2,531 | $1.3M | 0.01% | +4.2% |
| 662 | Crestwood Advisors Group#662 · 2,514 sh | 2,514 | $1.2M | 0.02% | +41.6% |
| 663 | BOURGEON CAPITAL MANAGEMENT#663 · 2,503 sh | 2,503 | $1.2M | — | +42.9% |
| 664 | Golden State Wealth Management#664 · 2,501 sh | 2,501 | $1.2M | 0.11% | 0.0% |
| 665 | Caption Management#665 · 2,500 sh | 2,500 | $1.2M | <0.01% | New |
| 666 | Campbell & Investment Adviser#666 · 2,485 sh | 2,485 | $1.2M | 0.06% | -29.4% |
| 667 | SYON CAPITAL#667 · 2,467 sh | 2,467 | $1.2M | 0.05% | +16.6% |
| 668 | FINANCIAL MANAGEMENT NETWORK#668 · 2,641 sh | 2,641 | $1.2M | — | 0.0% |
| 669 | Stonebridge Capital Advisors#669 · 2,450 sh | 2,450 | $1.2M | 0.08% | 0.0% |
| 670 | Moors & Cabot#670 · 2,433 sh | 2,433 | $1.2M | 0.05% | -0.4% |
| 671 | WHITTIER#671 · 2,478 sh | 2,478 | $1.2M | 0.01% | +0.7% |
| 672 | Cito Capital Group#672 · 2,400 sh | 2,400 | $1.2M | 0.32% | 0.0% |
| 673 | ASSOCIATED BANC#673 · 2,383 sh | 2,383 | $1.2M | 0.03% | +72.3% |
| 674 | Coppell Advisory Solutions#674 · 4,769 sh | 4,769 | $1.2M | 0.10% | New |
| 675 | Western Wealth Management#675 · 2,377 sh | 2,377 | $1.2M | 0.04% | +0.2% |
| 676 | Callan Family Office#676 · 2,374 sh | 2,374 | $1.2M | 0.02% | +0.6% |
| 677 | Mystic Asset Management#677 · 2,373 sh | 2,373 | $1.2M | — | 0.0% |
| 678 | SCS Capital Management#678 · 2,355 sh | 2,355 | $1.2M | 0.01% | +0.3% |
| 679 | SIGNATUREFD#679 · 2,354 sh | 2,354 | $1.2M | — | +15.3% |
| 680 | PROFESSIONAL ADVISORY SERVICES#680 · 2,350 sh | 2,350 | $1.2M | — | +176.5% |
| 681 | Smartleaf Asset Management#681 · 2,410 sh | 2,410 | $1.2M | 0.04% | 0.0% |
| 682 | PFG Investments#682 · 2,348 sh | 2,348 | $1.2M | 0.04% | -8.8% |
| 683 | Drake & Associates#683 · 2,345 sh | 2,345 | $1.2M | 0.20% | +8.4% |
| 684 | Mendel Money Management#684 · 2,332 sh | 2,332 | $1.2M | 0.42% | -11.4% |
| 685 | Compound Planning#685 · 2,317 sh | 2,317 | $1.1M | 0.03% | +1.2% |
| 686 | MassMutual Private Wealth & , FSB#686 · 2,314 sh | 2,314 | $1.1M | — | -11.7% |
| 687 | Kintegral Advisory#687 · 2,311 sh | 2,311 | $1.1M | — | 0.0% |
| 688 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#688 · 2,310 sh | 2,310 | $1.1M | — | 0.0% |
| 689 | Vestcor#689 · 2,290 sh | 2,290 | $1.1M | 0.03% | 0.0% |
| 690 | Qtron Investments#690 · 2,269 sh | 2,269 | $1.1M | 0.15% | 0.0% |
| 691 | Torrey-Payne Wealth Management#691 · 2,264 sh | 2,264 | $1.1M | 0.92% | 0.0% |
| 692 | DAYMARK WEALTH PARTNERS#692 · 2,258 sh | 2,258 | $1.1M | 0.03% | +7.9% |
| 693 | BRIGHTON JONES#693 · 2,253 sh | 2,253 | $1.1M | 0.02% | +2.6% |
| 694 | Marble Wealth#694 · 2,245 sh | 2,245 | $1.1M | 0.17% | -1.2% |
| 695 | NewEdge Wealth#695 · 2,234 sh | 2,234 | $1.1M | 0.01% | -6.9% |
| 696 | FERGUSON WELLMAN CAPITAL MANAGEMENT#696 · 2,226 sh | 2,226 | $1.1M | — | 0.0% |
| 697 | Aaron Wealth Advisors#697 · 2,216 sh | 2,216 | $1.1M | — | +39.1% |
| 698 | HOGE FINANCIAL SERVICES#698 · 2,215 sh | 2,215 | $1.1M | 0.53% | +0.1% |
| 699 | Chicago Partners Investment Group#699 · 2,378 sh | 2,378 | $1.1M | — | +53.9% |
| 700 | LRI Investments#700 · 2,211 sh | 2,211 | $1.1M | 0.09% | +10.2% |
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.