# ROCKWELL AUTOMATION INC (ROK)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ROK/

- Reporting holders: 58
- Reported value: $140.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [DIVERSIFIED MANAGEMENT INC](https://holderbook.com/funds/922372-diversified-management-inc/) | $51.5M | 118,358 | 9.0% | 4 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $19.0M | 43,664 | 0.3% | 30 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $9.8M | 22,400 | 0.7% | 32 |
| [SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI](https://holderbook.com/funds/1033974-schaper-benz-wise-investment-counsel-inc-wi/) | $8.9M | 20,538 | 0.6% | 15 |
| [HALL LAURIE J TRUSTEE](https://holderbook.com/funds/1388382-hall-laurie-j-trustee/) | $7.7M | 17,584 | 2.4% | 30 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $7.5M | 17,187 | 0.3% | 32 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $6.2M | 14,168 | 1.3% | 20 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $3.3M | 7,621 | 0.3% | 11 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $3.0M | 6,953 | 0.1% | 24 |
| [BENEDICT FINANCIAL ADVISORS INC](https://holderbook.com/funds/711089-benedict-financial-advisors-inc/) | $3.0M | 6,856 | 0.6% | 32 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.8M | 4,129 | 0.1% | 12 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.5M | 3,380 | 0.0% | 7 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.5M | 3,352 | 0.0% | 17 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.3M | 3,028 | 0.0% | 16 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $1.2M | 2,593 | 0.2% | 24 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.1M | 2,429 | 0.0% | 32 |
| [STABLEFORD CAPITAL II LLC](https://holderbook.com/funds/1842089-stableford-capital-ii-llc/) | $888.1K | 2,040 | 0.3% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $847.8K | 1,947 | 0.0% | 16 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $816.7K | 1,876 | 0.0% | 5 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $786.6K | 1,807 | 0.0% | 32 |
| [O'Keefe Stevens Advisory, Inc.](https://holderbook.com/funds/1780565-o-keefe-stevens-advisory-inc/) | $696.5K | 1,600 | 0.1% | 16 |
| [ANB BANK](https://holderbook.com/funds/2067126-anb-bank/) | $639.1K | 1,468 | 0.2% | 8 |
| [Montecito Bank & Trust](https://holderbook.com/funds/1422508-montecito-bank-trust/) | $560.3K | 1,287 | 0.1% | 4 |
| [Hardin Capital Partners, LLC](https://holderbook.com/funds/2033094-hardin-capital-partners-llc/) | $542.4K | 1,246 | 0.3% | 10 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $525.0K | 1,206 | 0.0% | 32 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 58 | $140.4M |
| Q2 2026 | 1,548 | $53.2B |
| Q1 2026 | 1,416 | $35.4B |
| Q4 2025 | 1,425 | $38.1B |
| Q3 2025 | 1,303 | $33.0B |
| Q2 2025 | 1,278 | $31.7B |
| Q1 2025 | 1,183 | $24.1B |
| Q4 2024 | 1,220 | $27.2B |
| Q3 2024 | 1,163 | $24.8B |
| Q2 2024 | 1,165 | $25.8B |
| Q1 2024 | 1,209 | $28.5B |
| Q4 2023 | 1,228 | $28.4B |