ROCKWELL AUTOMATION, INC (ROK) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 1,549
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | MGO ONE SEVEN#801 · 1,451 sh | 1,451 | $718.2K | 0.01% | +9.8% |
| 802 | Tower Research Capital (TRC)#802 · 1,443 sh | 1,443 | $714.4K | 0.02% | +1.1% |
| 803 | Kingsview Wealth Management#803 · 1,442 sh | 1,442 | $713.7K | <0.01% | -26.0% |
| 804 | Autumn Glory Partners#804 · 1,437 sh | 1,437 | $711.4K | — | +0.1% |
| 805 | Community Financial Services Group#805 · 1,458 sh | 1,458 | $704.0K | — | 0.0% |
| 806 | Odyssean#806 · 1,418 sh | 1,418 | $702.0K | 0.11% | New |
| 807 | OLD NATIONAL BANCORP#807 · 1,417 sh | 1,417 | $701.5K | — | +2.6% |
| 808 | SAGESPRING WEALTH PARTNERS#808 · 1,414 sh | 1,414 | $699.9K | — | +11.2% |
| 809 | Impact Partnership Wealth#809 · 1,412 sh | 1,412 | $699.3K | 0.07% | +22.1% |
| 810 | Costello Asset Management#810 · 1,409 sh | 1,409 | $697.6K | 0.21% | +0.6% |
| 811 | Retirement Planning Group#811 · 1,401 sh | 1,401 | $693.6K | — | New |
| 812 | Premier Path Wealth Partners#812 · 1,398 sh | 1,398 | $692.2K | — | +11.0% |
| 813 | Checchi Capital Advisers#813 · 1,397 sh | 1,397 | $691.6K | 0.03% | +0.1% |
| 814 | Sowell Financial Services#814 · 1,392 sh | 1,392 | $689.2K | — | -3.1% |
| 815 | LEAVELL INVESTMENT MANAGEMENT#815 · 1,392 sh | 1,392 | $688.9K | 0.03% | +90.4% |
| 816 | RICHARDS, MERRILL & PETERSON#816 · 1,379 sh | 1,379 | $682.5K | — | +1.5% |
| 817 | Envestnet Portfolio Solutions#817 · 1,369 sh | 1,369 | $677.8K | <0.01% | +0.9% |
| 818 | Fifth Third Wealth Advisors#818 · 1,366 sh | 1,366 | $676.3K | — | 0.0% |
| 819 | Astoria Portfolio Advisors#819 · 1,363 sh | 1,363 | $674.8K | 0.11% | 0.0% |
| 820 | B. Riley Wealth Advisors#820 · 1,396 sh | 1,396 | $673.4K | — | -1.6% |
| 821 | Frank, Rimerman Advisors#821 · 1,357 sh | 1,357 | $671.8K | — | +1.4% |
| 822 | HOEY INVESTMENTS#822 · 1,354 sh | 1,354 | $670.3K | 0.09% | -1.5% |
| 823 | DILLON & ASSOCIATES#823 · 1,353 sh | 1,353 | $670.0K | — | +2.9% |
| 824 | Simplicity Wealth#824 · 1,347 sh | 1,347 | $667.0K | — | +14.2% |
| 825 | PATRICK M SWEENEY & ASSOCIATES#825 · 1,347 sh | 1,347 | $666.8K | — | 0.0% |
| 826 | Rehmann Capital Advisory Group#826 · 1,346 sh | 1,346 | $666.4K | 0.03% | -0.1% |
| 827 | HUTCHINSON CAPITAL MANAGEMENT#827 · 1,342 sh | 1,342 | $664.4K | 0.11% | -1.1% |
| 828 | Capstone Capital Management Ltd#828 · 1,339 sh | 1,339 | $662.9K | — | New |
| 829 | Bison Wealth#829 · 1,372 sh | 1,372 | $662.3K | — | +19.8% |
| 830 | Unique Wealth Strategies#830 · 1,335 sh | 1,335 | $660.8K | — | New |
| 831 | TRANSCEND WEALTH COLLECTIVE#831 · 1,332 sh | 1,332 | $659.3K | 0.04% | -12.1% |
| 832 | GREAT VALLEY ADVISOR GROUP#832 · 1,323 sh | 1,323 | $655.0K | 0.01% | -2.9% |
| 833 | Revolve Wealth Partners#833 · 1,315 sh | 1,315 | $650.9K | — | +5.2% |
| 834 | TD PRIVATE CLIENT WEALTH#834 · 1,310 sh | 1,310 | $648.6K | 0.01% | +1.4% |
| 835 | Modera Wealth Management#835 · 1,303 sh | 1,303 | $645.1K | <0.01% | +0.1% |
| 836 | DMC Group#836 · 1,302 sh | 1,302 | $644.6K | — | -12.1% |
| 837 | Valley Brook Capital Group#837 · 1,300 sh | 1,300 | $643.6K | — | 0.0% |
| 838 | Global Asset Management#838 · 1,290 sh | 1,290 | $638.5K | — | +0.5% |
| 839 | High Net Worth Advisory Group#839 · 1,288 sh | 1,288 | $638.1K | — | New |
| 840 | Waldron Private Wealth#840 · 1,278 sh | 1,278 | $632.7K | 0.02% | 0.0% |
| 841 | GUGGENHEIM CAPITAL#841 · 1,276 sh | 1,276 | $631.7K | <0.01% | +14.6% |
| 842 | Cannon Financial Strategists#842 · 1,268 sh | 1,268 | $627.7K | — | 0.0% |
| 843 | West Wealth Group#843 · 1,266 sh | 1,266 | $627.2K | — | +0.4% |
| 844 | Brookstone Capital Management#844 · 1,258 sh | 1,258 | $623.0K | — | +5.5% |
| 845 | RESOURCES MANAGEMENT /CT#845 · 1,256 sh | 1,256 | $621.8K | 0.08% | -0.8% |
| 846 | One Capital Management#846 · 1,731 sh | 1,731 | $621.4K | 0.02% | 0.0% |
| 847 | CreativeOne Wealth#847 · 1,255 sh | 1,255 | $621.3K | 0.01% | +2.2% |
| 848 | Centerpoint Advisors#848 · 1,250 sh | 1,250 | $619.0K | 0.18% | 0.0% |
| 849 | Bramshill Investments#849 · 1,250 sh | 1,250 | $618.9K | 0.05% | -16.7% |
| 850 | DARA CAPITAL US#850 · 1,241 sh | 1,241 | $614.4K | 0.42% | +31.3% |
| 851 | Bay Colony Advisory Group, d/b/a Bay Colony Advisors#851 · 1,240 sh | 1,240 | $613.9K | 0.07% | -11.7% |
| 852 | Navalign#852 · 1,233 sh | 1,233 | $610.5K | 0.14% | +0.3% |
| 853 | Kovack Advisors#853 · 1,231 sh | 1,231 | $609.0K | 0.03% | +0.1% |
| 854 | Texas Capital Bank Wealth Management Services#854 · 1,229 sh | 1,229 | $608.5K | 0.03% | +1.0% |
| 855 | PRINCIPAL SECURITIES#855 · 1,228 sh | 1,228 | $608.0K | <0.01% | -16.4% |
| 856 | NorthRock Partners#856 · 1,228 sh | 1,228 | $608.0K | <0.01% | +3.7% |
| 857 | Legal Advantage Investments#857 · 1,225 sh | 1,225 | $606.5K | — | New |
| 858 | Marathon Strategic Advisors#858 · 1,225 sh | 1,225 | $606.5K | — | 0.0% |
| 859 | SmartHarvest Portfolios#859 · 1,223 sh | 1,223 | $605.5K | — | +5.8% |
| 860 | STEINBERG ASSET MANAGEMENT#860 · 1,223 sh | 1,223 | $605.5K | 0.38% | 0.0% |
| 861 | Montecito Bank#861 · 1,222 sh | 1,222 | $605.0K | — | +52.4% |
| 862 | Corient IA#862 · 1,220 sh | 1,220 | $604.0K | 0.56% | 0.0% |
| 863 | Z3 Capital Partners#863 · 1,219 sh | 1,219 | $603.5K | 0.13% | -17.6% |
| 864 | Ninety One SA (PTY) Ltd#864 · 1,222 sh | 1,222 | $601.0K | — | New |
| 865 | Maridea Wealth Management#865 · 1,211 sh | 1,211 | $599.3K | 0.06% | +6.8% |
| 866 | Walleye Capital#866 · 1,207 sh | 1,207 | $597.6K | <0.01% | New |
| 867 | Stanley-Laman Group, Ltd.#867 · 1,204 sh | 1,204 | $596.1K | — | +0.8% |
| 868 | Safeguard Investment Advisory Group#868 · 1,202 sh | 1,202 | $595.1K | 0.14% | +0.3% |
| 869 | CULLINAN ASSOCIATES#869 · 1,200 sh | 1,200 | $594.1K | 0.04% | 0.0% |
| 870 | Tyche Wealth Partners#870 · 1,200 sh | 1,200 | $594.1K | 0.08% | 0.0% |
| 871 | CLIFFORD SWAN INVESTMENT COUNSEL#871 · 1,199 sh | 1,199 | $593.6K | 0.02% | -2.0% |
| 872 | Employees Retirement System of Texas#872 · 1,197 sh | 1,197 | $593.0K | <0.01% | 0.0% |
| 873 | Portfolio Design Labs#873 · 1,191 sh | 1,191 | $589.6K | 0.10% | -0.5% |
| 874 | 1900 WEALTH MANAGEMENT#874 · 1,181 sh | 1,181 | $584.7K | — | -3.1% |
| 875 | RITHOLTZ WEALTH MANAGEMENT#875 · 1,171 sh | 1,171 | $579.6K | <0.01% | +9.1% |
| 876 | Steward Partners Investment Advisory#876 · 1,166 sh | 1,166 | $577.5K | <0.01% | -29.4% |
| 877 | Versant Capital Management#877 · 1,166 sh | 1,166 | $577.3K | — | +28.7% |
| 878 | Meridian Wealth Management#878 · 1,157 sh | 1,157 | $573.0K | 0.02% | -2.0% |
| 879 | MADDEN SECURITIES#879 · 1,155 sh | 1,155 | $571.8K | — | 0.0% |
| 880 | Hardin Capital Partners#880 · 1,150 sh | 1,150 | $571.5K | — | 0.0% |
| 881 | Occidental Asset Management#881 · 1,152 sh | 1,152 | $570.3K | 0.06% | New |
| 882 | Wealth Enhancement Services#882 · 1,141 sh | 1,141 | $564.9K | — | +147.0% |
| 883 | DV Trading#883 · 1,138 sh | 1,138 | $563.4K | 0.02% | +77.8% |
| 884 | Cedar Point Capital Partners#884 · 1,134 sh | 1,134 | $561.4K | 0.32% | 0.0% |
| 885 | Ronald Blue#885 · 1,132 sh | 1,132 | $560.4K | — | -3.6% |
| 886 | Parkside Financial Bank#886 · 1,132 sh | 1,132 | $560.4K | 0.02% | +100.4% |
| 887 | Legacy Capital Group California#887 · 1,132 sh | 1,132 | $560.4K | 0.17% | New |
| 888 | PATRON PARTNERS#888 · 1,131 sh | 1,131 | $559.9K | 0.22% | -3.3% |
| 889 | Robertson Stephens Wealth Management#889 · 1,124 sh | 1,124 | $556.5K | — | -6.3% |
| 890 | CENTRAL#890 · 1,119 sh | 1,119 | $554.0K | 0.01% | +51.0% |
| 891 | PROFUND ADVISORS#891 · 1,118 sh | 1,118 | $553.5K | 0.02% | +2.1% |
| 892 | S.E.E.D. Planning Group#892 · 1,117 sh | 1,117 | $553.0K | — | -6.7% |
| 893 | REGATTA CAPITAL GROUP#893 · 1,114 sh | 1,114 | $551.5K | — | +36.9% |
| 894 | Garner Asset Management#894 · 1,111 sh | 1,111 | $550.1K | 0.18% | +0.2% |
| 895 | Fosun International Ltd#895 · 1,110 sh | 1,110 | $549.5K | 0.12% | 0.0% |
| 896 | Fortitude Advisory Group L.L.C.#896 · 1,110 sh | 1,110 | $549.4K | — | -3.2% |
| 897 | Capital Investment Counsel#897 · 1,105 sh | 1,105 | $547.1K | — | 0.0% |
| 898 | CITIZENS FINANCIAL GROUP#898 · 1,103 sh | 1,103 | $546.3K | — | +53.8% |
| 899 | BARNES PETTEY FINANCIAL ADVISORS#899 · 1,100 sh | 1,100 | $544.6K | 0.17% | 0.0% |
| 900 | Pacifica Partners#900 · 1,149 sh | 1,149 | $541.6K | — | 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.