ROK Rockwell Automation, Inc.
Rockwell Automation, Inc. (ROK) Institutional Ownership
What the institutions did with ROK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| ROCKLAND TRUST CO | 17.2K | 48.1% |
| Central Pacific Bank - Trust Division | 7.6K | 21.3% |
| NEVILLE RODIE & SHAW INC | 2.1K | 5.9% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1.9K | 5.3% |
| MassMutual Private Wealth & Trust, FSB | 1.8K | 5.1% |
| Montecito Bank & Trust | 1.3K | 3.6% |
| Versant Capital Management, Inc | 1.2K | 3.4% |
| CX Institutional | 1.0K | 2.9% |
| EASTERN BANK | 990 | 2.8% |
| Coastline Trust Co | 414 | 1.2% |
| Polaris Financial Partners | 96 | 0.3% |
| Rosenberg Matthew Hamilton | 62 | 0.2% |
| GoalVest Advisory LLC | 36 | 0.1% |
| Planning Strategies Inc. | 5 | 0.0% |
| Hickory Point Bank & Trust | 2 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ROCKLAND TRUST CO | Reduced | 17.9K | 17.2K | -739 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 2.3K | 1.8K | -507 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 2.2K | 1.9K | -350 |
| CX Institutional | Increased | 882 | 1.0K | +142 |
| Montecito Bank & Trust | Increased | 1.2K | 1.3K | +65 |
| Central Pacific Bank - Trust Division | Reduced | 7.7K | 7.6K | -41 |
| Versant Capital Management, Inc | Increased | 1.2K | 1.2K | +40 |
| GoalVest Advisory LLC | New | 0 | 36 | +36 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.