← Every company

Who Owns Rockwell Automation Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Rockwell Automation Inc.

Who crossed 5% of ROK →
Managers holding
57
as of 2026-09-30
Reported value
$169.1M
summed across filings
Shares held
388.1K
Added vs trimmed
12 / 21
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
DIVERSIFIED MANAGEMENT INCCOM118.4K shadded$51.5M
Gradient Investments LLCCOM43.7K shtrimmed$19M
Mn Services Vermogensbeheer B.V.COM32.6K shheld$14.2M
JACOBS & CO/CACOM25.3K shtrimmed$11M
KWMG, LLCCOM22.4K shadded$9.8M
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIStock20.5K shheld$8.9M
HALL LAURIE J TRUSTEEEquities17.6K shtrimmed$7.7M
ROCKLAND TRUST COCOM17.2K shtrimmed$7.5M
Bill Few Associates, Inc.COM14.2K shheld$6.2M
Central Pacific Bank - Trust DivisionCOM7.6K shtrimmed$3.3M
Venture Visionary Partners LLCCOM7K shtrimmed$3M
BENEDICT FINANCIAL ADVISORS INCCommon Stock6.9K shtrimmed$3M
WoodTrust Financial CorpCOMMON6.5K shtrimmed$2.8M
GAMMA Investing LLCCommon Stock4.1K shadded$1.8M
Apella Capital, LLCCOM3.4K shadded$1.5M
Wedmont Private CapitalCOM3.4K shadded$1.5M
Farther Finance Advisors, LLCStock3K shadded$1.3M
FINANCIAL MANAGEMENT NETWORK INCCOM2.6K shtrimmed$1.2M
Acropolis Investment Management, LLCCOM2.4K shtrimmed$1.1M
PROFESSIONAL ADVISORY SERVICES INCCOM2.4K shheld$1M
NEVILLE RODIE & SHAW INCCOM2.1K shheld$914K
STABLEFORD CAPITAL II LLCCOM2K shtrimmed$888.1K
Valeo Financial Advisors, LLCStock1.9K shtrimmed$847.8K
FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM1.9K shtrimmed$816.7K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock1.8K shtrimmed$786.6K
O'Keefe Stevens Advisory, Inc.COM1.6K shheld$696.5K
ANB BANKCom1.5K shtrimmed$639.1K
Hardin Capital Partners, LLCCOM1.2K shadded$542.4K
Pacifica Partners Inc.COM1.1K shheld$508.3K
Castle Rock Wealth Management, LLCCOM1K shtrimmed$467.4K
S.E.E.D. Planning Group LLCCOM1K shtrimmed$449.7K
EASTERN BANKCOM990 shheld$431K
AMERICAN NATIONAL BANK & TRUSTCOM870 shheld$378.7K
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCCOM822 shtrimmed$357.9K
FIRST COMMUNITY TRUST NACOM805 shheld$350.4K
Avidian Wealth Enterprises, LLCCOM698 shtrimmed$303.7K
Wealth Enhancement Trust Services, Inc.COM679 shadded$295.6K
Great Waters Wealth ManagementCOM634 shheld$276K
ARMSTRONG ADVISORY GROUP, INCCOM621 shheld$270.3K
Gouws Capital LLCCOM619 shheld$269.5K
Breakwater Capital GroupCOM599 shtrimmed$260.8K
SAPIENT CAPITAL LLCCOM534 shadded$232.5K
Cox Capital Mgt LLCStock467 shheld$203.3K
CoreCap Advisors, LLCStock399 shtrimmed$173.7K
NORTH POINT PORTFOLIO MANAGERS CORP/OHCOM371 sh—$161.5K
ELEVATION WEALTH PARTNERS, LLCCOM172 shadded$74.9K
Bullock Wealth Management GroupStock152 shadded$67.3K
Grove Bank & TrustCOM143 shheld$62.3K
VALLEY WEALTH MANAGERS, INC.Stock65 shheld$28.3K
Rosenberg Matthew HamiltonStock62 shheld$27K
Quintet Private Bank (Europe) S.A.COM50 shheld$21.8K
Marquette Asset Management, LLCCOM28 shheld$12.2K
Investors Research CorpCOM11 shheld$4.8K
GILPIN WEALTH MANAGEMENT, LLCCOM8 sh—$3.5K
Davis Capital ManagementStock3 shadded$1.3K
Trust CoStock2 shheld$871
Retirement Wealth Solutions LLCCOM2 shheld$871

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on ROK

Follow Rockwell Automation Inc (ROK) by email

New trades in Rockwell Automation Inc (ROK) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.

Unsubscribe with one click from any email.

Related datasets