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Rockwell Automation (ROK) Institutional Ownership

Rockwell Automation logo
$280.08 +1.94 (+0.70%)
(As of 11/20/2024 ET)

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

Current
Institutional Ownership
Percentage
75.75%
Number of
Institutional Buyers
(last 12 months)
627
Total
Institutional Inflows
(last 12 months)
$4.42B
Number of
Institutional Sellers
(last 12 months)
447
Total
Institutional Outflows
(last 12 months)
$2.34B
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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
11/20/2024Virtu 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%
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%
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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 Cantonalbank 51,334$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 PA 3,488$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 Company 79,152$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%
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%
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11/12/2024 Sompo Asset Management Co. Ltd.33,753$9.06M1.4%+8.8%0.030%
11/12/2024 Swedbank AB349,499$93.83M0.1%+0.1%0.308%
11/12/2024 Pitcairn Co.1,024$275K0.0%-11.6%0.001%
11/12/2024 Kingsview Wealth Management LLC2,104$565K0.0%-14.3%0.002%
11/12/2024 Cerity Partners LLC30,626$8.22M0.0%+2.3%0.027%
11/12/2024 Great Valley Advisor Group Inc.1,928$518K0.0%+2.2%0.002%
11/12/2024 Champlain Investment Partners LLC838,607$225.13M1.4%-2.9%0.739%
11/12/2024 Nwam LLC1,044$280K0.0%-7.0%0.001%
11/12/2024 Icon Wealth Advisors LLC6,857$1.84M0.1%+775.7%0.006%
11/12/2024 Citigroup Inc.188,995$50.74M0.0%-12.7%0.167%
(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, 1,203 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 329,922,445 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 693 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), Bank of New York Mellon Corp ($585.04K), Impax Asset Management Group plc ($566.28K), and Champlain Investment Partners LLC ($451.69K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 16,154,760 shares in the last 24 months. This volume of shares sold represents approximately $4.83B in transactions.



This page (NYSE:ROK) was last updated on 11/21/2024 by MarketBeat.com Staff
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