Free Trial

Rockwell Automation (ROK) Institutional Ownership

Rockwell Automation logo
$278.19 -0.81 (-0.29%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$277.36 -0.83 (-0.30%)
As of 01/31/2025 07:55 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
75.75%
Number of
Institutional Buyers
(last 12 months)
624
Total
Institutional Inflows
(last 12 months)
$4.34B
Number of
Institutional Sellers
(last 12 months)
453
Total
Institutional Outflows
(last 12 months)
$2.88B
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
1/31/2025Global Retirement Partners LLC1,464$418K0.0%+23.8%0.001%
1/31/2025SilverOak Wealth Management LLC10,794$3.09M0.7%+2.2%0.010%
1/31/2025Bank of Jackson Hole Trust120$34K0.0%N/A0.000%
1/31/2025New York State Common Retirement Fund69,829$19.96M0.0%-5.6%0.062%
1/31/2025Kentucky Retirement Systems Insurance Trust Fund4,911$1.40M0.1%+46.2%0.004%
1/31/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,021$292K0.0%-9.6%0.001%
1/31/2025Beaton Management Co. Inc.2,768$791K0.4%-1.8%0.002%
1/31/2025Atria Wealth Solutions Inc.9,691$2.77M0.0%+0.5%0.009%
1/31/2025GAM Holding AG8,714$2.49M0.2%-6.8%0.008%
1/31/2025Kornitzer Capital Management Inc. KS5,602$1.60M0.0%-84.7%0.005%
1/31/2025D.A. Davidson & CO.22,625$6.47M0.1%+3.0%0.020%
1/31/2025Empower Advisory Group LLC784$224K0.0%-17.2%0.001%
1/31/2025Truist Financial Corp102,347$29.25M0.0%+229.5%0.091%
1/31/2025CIBC Asset Management Inc19,849$5.67M0.0%+3.9%0.018%
1/31/2025Sanctuary Advisors LLC12,932$3.61M0.0%-2.1%0.011%
1/31/2025AlphaCentric Advisors LLC2,500$714K0.7%+11.1%0.002%
1/31/2025Principal Financial Group Inc.213,499$61.02M0.0%+4.3%0.189%
1/31/2025JFS Wealth Advisors LLC701$200K0.0%-6.5%0.001%
1/30/2025 Strategic Financial Concepts LLC1,148$328K0.0%N/A0.001%
1/30/2025 Allworth Financial LP6,486$1.87M0.0%+39.8%0.006%
1/30/2025 Principal Securities Inc.1,117$319K0.0%+19.5%0.001%
1/30/2025 TigerOak Management L.L.C.1,931$552K0.2%N/A0.002%
1/30/2025 Congress Asset Management Co.2,701$772K0.0%-29.4%0.002%
1/30/2025 Myriad Asset Management US LP5,778$1.65M1.1%N/A0.005%
1/30/2025 Rhumbline Advisers210,854$60.26M0.1%-2.5%0.187%
1/30/2025 New Mexico Educational Retirement Board5,376$1.54M0.1%-3.6%0.005%
1/30/2025 Bank Pictet & Cie Europe AG4,195$1.20M0.0%+0.9%0.004%
1/30/2025 Valeo Financial Advisors LLC1,230$352K0.0%-11.2%0.001%
1/30/2025 Blue Trust Inc.1,223$350K0.0%+64.4%0.001%
1/30/2025 New York State Teachers Retirement System92,873$26.54M0.1%-3.7%0.082%
1/30/2025 Chevy Chase Trust Holdings LLC59,729$17.07M0.1%-2.5%0.053%
1/30/2025 Campbell Wealth Management711$203K0.0%N/A0.001%
1/30/2025 Asset Planning Inc173$49K0.0%N/A0.000%
1/30/2025 Banque Pictet & Cie SA32,242$9.21M0.1%-0.2%0.029%
1/30/2025 Vontobel Holding Ltd.19,122$5.47M0.0%-10.6%0.017%
1/30/2025 Asset Management One Co. Ltd.45,742$13.29M0.0%+2.3%0.040%
1/30/2025 Buckhead Capital Management LLC15,781$4.51M1.4%+14.2%0.014%
1/29/2025 TFC Financial Management Inc.546$156K0.0%-30.1%0.000%
1/29/2025 McClarren Financial Advisors Inc.505$144K0.4%N/A0.000%
1/29/2025 Van ECK Associates Corp27,501$7.86M0.0%-96.5%0.024%
Elon’s #1 AI Stock” SET TO SOAR (Ad)

Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.

1/29/2025 Allspring Global Investments Holdings LLC5,609$1.58M0.0%-4.1%0.005%
1/29/2025 Hartford Investment Management Co.6,952$1.99M0.1%-2.6%0.006%
1/29/2025 Louisiana State Employees Retirement System6,100$1.74M0.0%-4.7%0.005%
1/29/2025 L. Roy Papp & Associates LLP18,006$5.15M0.6%+3.5%0.016%
1/29/2025 Weatherly Asset Management L. P.12,268$3.51M0.3%-3.1%0.011%
1/29/2025 Sovran Advisors LLC1,729$479K0.1%N/A0.002%
1/29/2025 Strengthening Families & Communities LLC795$227K0.1%-75.2%0.001%
1/29/2025 Essex Financial Services Inc.760$217K0.0%N/A0.001%
1/29/2025 Focus Financial Network Inc.1,967$562K0.0%+4.9%0.002%
1/29/2025 Equitable Trust Co.14,900$4.26M0.2%-58.7%0.013%
1/29/2025 Eukles Asset Management9,342$2.67M1.1%-5.8%0.008%
1/29/2025 Quilter Plc331,887$94.85M1.9%+6.4%0.294%
1/29/2025 Savant Capital LLC6,631$1.90M0.0%+119.7%0.006%
1/28/2025 Stephens Inc. AR25,473$7.28M0.1%+2.1%0.023%
1/28/2025 Stephens Investment Management Group LLC179,503$51.30M0.7%-1.4%0.159%
1/28/2025 Richard C. Young & CO. LTD.6,608$1.89M0.2%-7.7%0.006%
1/28/2025 Birch Hill Investment Advisors LLC197,813$56.53M2.6%-0.2%0.175%
1/28/2025 Empirical Finance LLC3,924$1.12M0.1%-1.1%0.003%
1/28/2025 Empowered Funds LLC3,010$860K0.0%-56.6%0.003%
1/28/2025 Farmers & Merchants Investments Inc.16,826$4.81M0.2%-1.3%0.015%
1/28/2025 Wilmington Savings Fund Society FSB1,893$541K0.0%+9.4%0.002%
1/28/2025 Apollon Wealth Management LLC3,613$1.03M0.0%+17.4%0.003%
1/28/2025 Beaumont Asset Management L.L.C.4,376$1.25M0.7%-2.1%0.004%
1/28/2025 Cidel Asset Management Inc.1,216$348K0.0%-42.9%0.001%
1/28/2025 Golden State Wealth Management LLC2,500$714K0.1%N/A0.002%
1/28/2025 Tobam334$95K0.0%-18.5%0.000%
1/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd28,620$8.18M0.1%-19.1%0.025%
1/28/2025 Sumitomo Mitsui Trust Group Inc.1,008,209$288.14M0.2%+2.2%0.892%
1/28/2025 Strategic Financial Concepts LLC30,482$8.71M0.0%N/A0.027%
1/27/2025 Telos Capital Management Inc.21,357$6.10M0.7%+0.2%0.019%
1/27/2025 GHP Investment Advisors Inc.48,816$13.95M0.7%+4.8%0.043%
1/27/2025 Klein Pavlis & Peasley Financial Inc.9,241$2.64M2.1%+102.5%0.008%
1/27/2025 State of Alaska Department of Revenue12,875$3.68M0.0%-6.5%0.011%
1/27/2025 Bleakley Financial Group LLC3,353$958K0.0%+5.7%0.003%
1/27/2025 Robertson Stephens Wealth Management LLC809$231K0.0%-9.3%0.001%
1/27/2025 Choreo LLC4,066$1.16M0.0%-2.9%0.004%
1/27/2025 Mirae Asset Global Investments Co. Ltd.11,496$3.33M0.0%+27.4%0.010%
1/27/2025 Hager Investment Management Services LLC2,063$590K0.4%N/A0.002%
1/27/2025 Stratos Wealth Advisors LLC16,329$4.67M0.2%-1.4%0.014%
1/27/2025 Stratos Wealth Partners LTD.8,186$2.34M0.0%-5.3%0.007%
1/27/2025 Yousif Capital Management LLC14,253$4.07M0.0%-3.6%0.013%
1/27/2025 Retirement Systems of Alabama24,443$6.99M0.0%-0.9%0.022%
1/27/2025 Ninety One UK Ltd572,925$163.74M0.4%-19.7%0.507%
1/27/2025 Ninety One North America Inc.34,632$9.90M0.6%+3.8%0.031%
1/27/2025 E. Ohman J or Asset Management AB5,000$1.43M0.0%+4.2%0.004%
1/27/2025 Verity Asset Management Inc.1,900$543K0.3%+12.6%0.002%
1/24/2025 Tempus Wealth Planning LLC4,609$1.32M0.4%+1.8%0.004%
1/24/2025 abrdn plc51,877$14.82M0.0%-18.7%0.046%
1/24/2025 Boston Trust Walden Corp28,111$8.03M0.1%-0.8%0.025%
1/24/2025 Burford Brothers Inc.1,741$498K0.2%N/A0.002%
Elon’s Chosen Ones (Ad)

Millions of Federal employees just got put on notice... In a single sweeping move, President Trump just offered to pay eight months' salary to any Federal worker who voluntarily quits. But according to one Boston-based think tank, who has consulted with the Pentagon, US Army, Harvard and who's work has been followed by many of the world's biggest banks...

It's likely just the start of a MUCH more radical move.
1/24/2025 CENTRAL TRUST Co654$187K0.0%-8.4%0.001%
1/24/2025 DAVENPORT & Co LLC408,336$116.68M0.7%+27.9%0.361%
1/24/2025 Tokio Marine Asset Management Co. Ltd.3,387$968K0.0%+5.4%0.003%
1/24/2025 Symphony Financial Ltd. Co.1,619$471K0.1%-59.2%0.001%
1/24/2025 Evermay Wealth Management LLC2,406$688K0.1%+7.3%0.002%
1/24/2025 KG&L Capital Management LLC1,951$558K0.2%-16.7%0.002%
1/24/2025 Everett Harris & Co. CA2,100$600K0.0%+31.3%0.002%
1/23/2025 Heck Capital Advisors LLC200$57K0.0%N/A0.000%
1/23/2025 Caprock Group LLC3,052$872K0.0%+4.6%0.003%
1/23/2025 Country Trust Bank274$78K0.0%N/A0.000%
(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, 1,222 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 Capital World Investors ($725.60M).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 1,038 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 ($304.53M), 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 Nordea Investment Management AB ($494.90K).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 329,941,934 shares in the last 24 months. This purchase volume represents approximately $107.75B in transactions.

Which Rockwell Automation major shareholders have been selling company stock?

Of the 700 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), Van ECK Associates Corp ($1.18M), FMR LLC ($1.12M), International Assets Investment Management LLC ($933.31K), Massachusetts Financial Services Co. MA ($799.83K), and Impax Asset Management Group plc ($566.28K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 18,280,653 shares in the last 24 months. This volume of shares sold represents approximately $5.46B in transactions.



This page (NYSE:ROK) was last updated on 2/1/2025 by MarketBeat.com Staff
From Our Partners