Free Trial

Rockwell Automation (ROK) Institutional Ownership

Rockwell Automation logo
$289.79 +3.79 (+1.33%)
(As of 12/20/2024 05:40 PM ET)

Institutional Ownership Changes (13F Filings) for Rockwell Automation (NYSE:ROK)

Current
Institutional Ownership
Percentage
75.75%
Number of
Institutional Buyers
(last 12 months)
622
Total
Institutional Inflows
(last 12 months)
$4.40B
Number of
Institutional Sellers
(last 12 months)
448
Total
Institutional Outflows
(last 12 months)
$2.35B
Get ROK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Rockwell Automation stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

ROK Institutional Buying and Selling by Quarter

Rockwell Automation Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.204,679$54.95M0.0%+5.8%0.181%
12/13/2024 B. Riley Wealth Advisors Inc.1,640$438K0.0%-7.8%0.001%
12/6/2024 Retirement Systems of Alabama24,677$6.63M0.0%-1.9%0.022%
11/27/2024 Franklin Resources Inc.593,168$163.28M0.0%-21.2%0.525%
11/26/2024 Peapack Gladstone Financial Corp49,309$13.24M0.2%-4.3%0.044%
11/25/2024 Synovus Financial Corp19,066$5.12M0.1%-50.7%0.017%
11/25/2024 Tidal Investments LLC8,404$2.26M0.0%+4.3%0.007%
11/25/2024 Wilmington Savings Fund Society FSB1,730$464K0.0%N/A0.002%
11/25/2024 Sanctuary Advisors LLC13,211$3.84M0.0%-0.8%0.012%
11/21/2024 Chelsea Counsel Co.922$248K0.1%-44.9%0.001%
11/20/2024 Virtu Financial LLC5,021$1.35M0.1%N/A0.004%
11/18/2024 Teachers Retirement System of The State of Kentucky8,520$2.29M0.0%-6.8%0.008%
11/18/2024 Sunbelt Securities Inc.694$186K0.0%+34.5%0.001%
11/18/2024 Toronto Dominion Bank39,113$10.50M0.0%+16.3%0.035%
11/18/2024 Coldstream Capital Management Inc.3,142$846K0.0%+2.9%0.003%
11/16/2024 Geode Capital Management LLC2,683,202$717.87M0.1%+0.5%2.377%
11/15/2024 Prestige Wealth Management Group LLC1,516$407K0.1%-4.1%0.001%
11/15/2024 Brophy Wealth Management LLC2,403$645K0.2%N/A0.002%
11/15/2024 Resources Management Corp CT ADV1,528$410K0.1%+511.2%0.001%
11/15/2024 M&T Bank Corp20,262$5.44M0.0%-9.2%0.018%
11/15/2024 Barclays PLC231,092$62.04M0.0%-3.0%0.205%
11/15/2024 LRI Investments LLC2,020$579K0.0%+4,197.9%0.002%
11/15/2024 Public Employees Retirement System of Ohio42,595$11.44M0.0%-4.3%0.038%
11/15/2024 Nomura Asset Management Co. Ltd.34,209$9.18M0.0%+6.0%0.030%
11/15/2024 Y Intercept Hong Kong Ltd8,526$2.29M0.1%+141.9%0.008%
11/15/2024 MML Investors Services LLC5,455$1.46M0.0%-10.2%0.005%
11/15/2024 Orion Portfolio Solutions LLC10,804$2.90M0.1%-6.7%0.010%
11/15/2024 XTX Topco Ltd4,223$1.13M0.1%N/A0.004%
11/15/2024 National Bank of Canada FI109,349$29.36M0.0%+92.2%0.097%
11/15/2024 EP Wealth Advisors LLC87,545$23.50M0.2%+5.2%0.078%
11/15/2024 Insigneo Advisory Services LLC2,122$570K0.1%-3.0%0.002%
11/15/2024 Kovitz Investment Group Partners LLC10,227$2.75M0.0%+20.5%0.009%
11/15/2024 Wellington Management Group LLP789$212K0.0%+7.3%0.001%
11/15/2024 Worldquant Millennium Advisors LLC3,709$996K0.0%N/A0.003%
11/15/2024 Wahed Invest LLC2,782$747K0.1%+10.3%0.002%
11/15/2024 Two Sigma Advisers LP67,300$18.07M0.0%-50.9%0.060%
11/15/2024 Texas Capital Bank Wealth Management Services Inc1,144$307K0.0%N/A0.001%
11/15/2024 State Street Corp4,648,137$1.25B0.1%+0.3%4.117%
11/15/2024 Stifel Financial Corp197,001$52.89M0.1%-0.3%0.174%
11/15/2024 Quantinno Capital Management LP2,137$574K0.0%+66.0%0.002%
Why I'm telling friends to avoid gold stocks (Ad)

Back in November, gold made a tiny move of 1.6%. But according to my backtesting by using a special type of gold trade, I would have seen a 141% gain in just a week. It happened again in March. Gold nudged up 1.2%. This time? A 104% overnight gain. And in June? A 1% gold move turned into a 74% gain in two weeks. Granted, there would have been smaller wins and those that did not work out, but you see, there's a reason I'm telling all my friends to hold off from buying gold or regular gold stocks right now. There's a more lucrative way to play the gold market as we enter a new breakout period. It's all about catching what I call "Acceleration Cycles."

And if you’d like to get your hands on this, here you go, the complete breakdown.
11/15/2024 Royal London Asset Management Ltd.47,115$12.65M0.0%+3.2%0.042%
11/15/2024 Reynders McVeigh Capital Management LLC202,199$54.28M2.9%+1.5%0.179%
11/15/2024 Point72 Asset Management L.P.33,184$8.91M0.0%N/A0.029%
11/15/2024 IHT Wealth Management LLC2,960$791K0.0%+10.7%0.003%
11/15/2024 Integrated Wealth Concepts LLC6,012$1.61M0.0%+2.5%0.005%
11/15/2024 Investment Management Corp of Ontario3,854$1.04M0.0%+50.9%0.003%
11/15/2024 Janus Henderson Group PLC14,619$3.93M0.0%-1.3%0.013%
11/15/2024 HighTower Advisors LLC34,946$9.39M0.0%-1.9%0.031%
11/15/2024 Hilltop Holdings Inc.807$216K0.0%-23.1%0.001%
11/15/2024 Centiva Capital LP4,419$1.19M0.0%N/A0.004%
11/15/2024 Chevy Chase Trust Holdings LLC61,279$16.45M0.1%-2.2%0.054%
11/15/2024 Ascent Group LLC3,520$945K0.1%+7.2%0.003%
11/15/2024 Beacon Investment Advisory Services Inc.1,181$317K0.0%-33.9%0.001%
11/15/2024 Benjamin Edwards Inc.8,238$2.22M0.0%-33.3%0.007%
11/15/2024 Atom Investors LP5,028$1.35M0.1%N/A0.004%
11/15/2024 Point72 Asia Singapore Pte. Ltd.2,194$589K0.1%N/A0.002%
11/14/2024 Cobblestone Capital Advisors LLC NY835$224K0.0%-37.5%0.001%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp78,307$21.02M0.1%-28.6%0.069%
11/14/2024 Acropolis Investment Management LLC2,443$656K0.0%-5.6%0.002%
11/14/2024 Ironwood Investment Counsel LLC910$244K0.0%-18.0%0.001%
11/14/2024 Captrust Financial Advisors24,725$6.64M0.0%-8.2%0.022%
11/14/2024 Rockefeller Capital Management L.P.33,841$9.09M0.0%-9.2%0.030%
11/14/2024 Isthmus Partners LLC41,699$11.20M1.3%+3.0%0.037%
11/14/2024 Public Sector Pension Investment Board4,897$1.32M0.0%+14.0%0.004%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,128,811$303.04M0.1%+6.4%0.995%
11/14/2024 Fiduciary Trust Co9,630$2.59M0.0%+1.5%0.008%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank51,334$13.78M0.0%+18.3%0.045%
11/14/2024 FORA Capital LLC16,922$4.54M0.5%-25.7%0.015%
11/14/2024 First Commonwealth Financial Corp PA3,488$936K0.2%-4.6%0.003%
11/14/2024 MetLife Investment Management LLC30,005$8.06M0.0%-2.9%0.026%
11/14/2024 CreativeOne Wealth LLC1,088$292K0.0%+9.7%0.001%
11/14/2024 BNP Paribas2,472$664K0.0%+21.4%0.002%
11/13/2024 Glenmede Trust Co. NA9,677$2.60M0.0%+4.5%0.009%
11/13/2024 Soros Capital Management LLC7,177$1.93M0.5%-17.2%0.006%
11/13/2024 Townsquare Capital LLC2,104$565K0.0%+13.2%0.002%
11/13/2024 Baldwin Investment Management LLC2,470$663K0.1%-19.8%0.002%
11/13/2024 Thematics Asset Management58,258$15.64M0.6%-15.3%0.051%
11/13/2024 BNP Paribas Financial Markets149,243$40.07M0.0%+4.1%0.132%
11/13/2024 Quantbot Technologies LP6,630$1.78M0.1%N/A0.006%
11/13/2024 FMR LLC234,912$63.06M0.0%-12.5%0.207%
11/13/2024 D.A. Davidson & CO.21,962$5.90M0.0%+6.1%0.019%
11/13/2024 Summit Financial Wealth Advisors LLC1,198$322K0.1%N/A0.001%
11/13/2024 Elios Financial Group Inc.1,314$353K0.2%N/A0.001%
11/13/2024 Dai ichi Life Insurance Company Ltd6,802$1.83M0.0%+277.5%0.006%
11/13/2024 The Manufacturers Life Insurance Company79,152$21.25M0.0%+12.6%0.070%
11/13/2024 Qsemble Capital Management LP5,709$1.53M0.3%N/A0.005%
11/13/2024 Bank of Montreal Can172,827$46.77M0.0%+4.6%0.152%
11/13/2024 Private Trust Co. NA4,131$1.11M0.1%-5.9%0.004%
11/13/2024 Horizon Kinetics Asset Management LLC6,015$1.62M0.0%+33.7%0.005%
11/13/2024 Brown Brothers Harriman & Co.512$137K0.0%+19.1%0.000%
70%, 80%, 90% Win Rates? Grab Your Free Cheatsheets Today! (Ad)

Would you like to know the historic win rate of every trade you take before you place it? Well, it’s all possible with these FIVE Candlestick Pattern Cheatsheets.

>> You can grab your FREE, laminated copies right here << 
11/13/2024 Boston Family Office LLC82,844$22.24M1.5%-0.3%0.073%
11/13/2024 DRW Securities LLC1,026$275K0.0%N/A0.001%
11/13/2024 Dynamic Technology Lab Private Ltd1,119$300K0.0%N/A0.001%
11/13/2024 Davis R M Inc.85,468$22.95M0.4%+11.9%0.075%
11/13/2024Fisher Asset Management LLC670,017$179.87M0.1%+3.1%0.590%
11/13/2024 Daiwa Securities Group Inc.21,190$5.69M0.0%+8.2%0.019%
11/12/2024 Summit Trail Advisors LLC1,725$463K0.0%+6.4%0.002%
11/12/2024 Westfield Capital Management Co. LP229,059$61.49M0.3%-22.7%0.202%
11/12/2024 Centaurus Financial Inc.6,994$1.88M0.1%+1.3%0.006%
11/12/2024Larson Financial Group LLC601$161K0.0%+70.7%0.001%
(Data available from 1/1/2016 forward)

ROK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROK shares?

During the previous two years, 1,204 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were Aspire Private Capital LLC ($11.44B), Vanguard Group Inc. ($4.09B), BlackRock Inc. ($3.01B), Price T Rowe Associates Inc. MD ($1.61B), State Street Corp ($1.25B), Morgan Stanley ($901.09M), and JPMorgan Chase & Co. ($786.78M).Learn more on ROK's institutional investors.

What percentage of Rockwell Automation stock is owned by institutional investors?

75.75% of Rockwell Automation stock is owned by institutional investors. Learn more on ROK's institutional investor holdings.

Which institutional investors have been buying Rockwell Automation stock?

Of the 1,027 institutional investors that purchased Rockwell Automation stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($304.54M), Price T Rowe Associates Inc. MD ($5.01M), International Assets Investment Management LLC ($1.23M), Accredited Investors Inc. ($1.19M), Capital World Investors ($768.91K), Van ECK Associates Corp ($746.41K), and Artisan Partners Limited Partnership ($469.34K).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 329,919,617 shares in the last 24 months. This purchase volume represents approximately $107.73B in transactions.

Which Rockwell Automation major shareholders have been selling company stock?

Of the 695 institutional investors that sold Rockwell Automation stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital World Investors ($2.92M), Alecta Tjanstepension Omsesidigt ($1.92M), FMR LLC ($1.12M), Massachusetts Financial Services Co. MA ($799.83K), Impax Asset Management Group plc ($566.28K), Champlain Investment Partners LLC ($451.69K), and Van ECK Associates Corp ($427.27K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 15,896,430 shares in the last 24 months. This volume of shares sold represents approximately $4.78B in transactions.



This page (NYSE:ROK) was last updated on 12/21/2024 by MarketBeat.com Staff
From Our Partners