ROK — Rockwell Automation Inc Institutional Holders · Q3 2026

Name: Who Owns ROK? 66 Institutions Hold $171M (Q3 2026)
Creator: ko.io

Who owns Rockwell Automation Inc (ROK)? 66 institutions reported holding $170.83M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Diversified Management Inc ($51.5M), Gradient Investments LLC ($19.0M), Mn Services Vermogensbeheer B.V. ($14.2M).

Rank	Institution	Value	Shares	Change
1	DIVERSIFIED MANAGEMENT INC	$51.5M	118,358	Added
2	Gradient Investments LLC	$19.0M	43,664	Trimmed
3	Mn Services Vermogensbeheer B.V.	$14.2M	32,567	Hold
4	JACOBS & CO/CA	$11.0M	25,343	Trimmed
5	KWMG, LLC	$9.8M	22,400	Added
6	SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	$8.9M	20,538	Hold
7	HALL LAURIE J TRUSTEE	$7.7M	17,584	Trimmed
8	ROCKLAND TRUST CO	$7.5M	17,187	Trimmed
9	Bill Few Associates, Inc.	$6.2M	14,168	Hold
10	Central Pacific Bank - Trust Division	$3.3M	7,621	Trimmed
11	Venture Visionary Partners LLC	$3.0M	6,953	Trimmed
12	BENEDICT FINANCIAL ADVISORS INC	$3.0M	6,856	Trimmed
13	WoodTrust Financial Corp	$2.8M	6,535	Trimmed
14	GAMMA Investing LLC	$1.8M	4,129	Added
15	Apella Capital, LLC	$1.5M	3,380	Added
16	Wedmont Private Capital	$1.5M	3,352	Added
17	Farther Finance Advisors, LLC	$1.3M	3,028	Added
18	FINANCIAL MANAGEMENT NETWORK INC	$1.2M	2,593	Trimmed
19	Acropolis Investment Management, LLC	$1.1M	2,429	Trimmed
20	PROFESSIONAL ADVISORY SERVICES INC	$1.0M	2,350	Hold
21	NEVILLE RODIE & SHAW INC	$914,000	2,100	Hold
22	STABLEFORD CAPITAL II LLC	$888,073	2,040	Trimmed
23	Valeo Financial Advisors, LLC	$847,790	1,947	Trimmed
24	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$816,679	1,876	Trimmed
25	MassMutual Private Wealth & Trust, FSB	$786,641	1,807	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30