Free Trial

Rockwell Automation (ROK) Institutional Ownership

Rockwell Automation logo
$356.00 -0.49 (-0.14%)
Closing price 07/18/2025 03:59 PM Eastern
Extended Trading
$356.07 +0.07 (+0.02%)
As of 07/18/2025 07:47 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)
743
Total
Institutional Inflows
(last 12 months)
$5.04B
Number of
Institutional Sellers
(last 12 months)
555
Total
Institutional Outflows
(last 12 months)
$3.29B
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
7/18/2025 McGuire Investment Group LLC15,864$5.27M0.7%+0.4%0.014%
7/18/2025 Pure Financial Advisors LLC1,699$564K0.0%+4.0%0.002%
7/18/2025 Robeco Institutional Asset Management B.V.399,309$132.64M0.2%+720.8%0.354%
7/18/2025 BSW Wealth Partners739$246K0.0%N/A0.001%
7/18/2025 BOCHK Asset Management Ltd800$266K0.1%N/A0.001%
7/18/2025 First Pacific Financial9,338$3.10M0.5%N/A0.008%
7/18/2025 Trust Co. of Vermont1,794$596K0.0%+4.9%0.002%
7/18/2025 Bartlett & CO. Wealth Management LLC31,218$10.37M0.1%-1.3%0.028%
7/18/2025 Rogco LP139$46K0.0%-26.5%0.000%
7/18/2025 Childress Capital Advisors LLC680$226K0.1%N/A0.001%
7/18/2025 PFG Investments LLC3,364$1.12M0.1%+71.2%0.003%
7/18/2025 LBP AM SA47,606$15.81M0.2%+137.6%0.042%
7/18/2025 Sicart Associates LLC775$257K0.1%-34.0%0.001%
7/18/2025 Truist Financial Corp133,802$44.45M0.1%-22.0%0.119%
7/17/2025 Greenleaf Trust5,019$1.67M0.0%-6.7%0.004%
7/17/2025 Capital Investment Advisors LLC2,192$728K0.0%+5.7%0.002%
7/17/2025 HB Wealth Management LLC2,950$980K0.0%-48.8%0.003%
7/17/2025 Janney Montgomery Scott LLC45,058$14.97M0.0%+7.1%0.040%
7/17/2025 Venture Visionary Partners LLC5,636$1.87M0.1%-76.1%0.005%
7/17/2025 FARMERS & MERCHANTS TRUST Co OF LONG BEACH608$202K0.0%N/A0.001%
7/17/2025 Moss Adams Wealth Advisors LLC2,988$992K0.1%+10.3%0.003%
7/17/2025 GC Wealth Management RIA LLC1,012$336K0.0%N/A0.001%
7/17/2025 V Square Quantitative Management LLC2,912$967K0.1%-20.0%0.003%
7/17/2025 Klein Pavlis & Peasley Financial Inc.9,484$3.15M2.1%-4.5%0.008%
7/17/2025 Global Trust Asset Management LLC1,827$607K0.3%-23.4%0.002%
7/17/2025 Beacon Capital Management LLC348$115K0.0%-19.6%0.000%
7/17/2025 Sonora Investment Management Group LLC817$271K0.0%-13.9%0.001%
7/17/2025 Uncommon Cents Investing LLC3,140$1.04M0.3%-5.3%0.003%
7/16/2025 Signaturefd LLC1,790$595K0.0%-8.9%0.002%
7/16/2025 Paragon Capital Management Ltd632$210K0.0%N/A0.001%
7/16/2025 State of Alaska Department of Revenue12,665$4.21M0.0%-4.3%0.011%
7/16/2025 Patton Fund Management Inc.886$294K0.2%N/A0.001%
7/16/2025 True North Advisors LLC691$230K0.0%N/A0.001%
7/16/2025 Crowley Wealth Management Inc.1,610$535K0.5%-62.5%0.001%
7/16/2025 ST Germain D J Co. Inc.262$87K0.0%+4,266.7%0.000%
7/16/2025 Patron Partners LLC1,321$439K0.2%-6.8%0.001%
7/16/2025 LS Investment Advisors LLC1,040$345K0.1%N/A0.001%
7/16/2025 Legend Financial Advisors Inc.117$39K0.0%N/A0.000%
7/16/2025 CX Institutional808$268K0.0%+29.3%0.001%
7/16/2025 American National Bank & Trust962$320K0.0%-5.8%0.001%
Miss This Window And You Miss Everything (Ad)

There’s a moment in every crypto cycle when everything just clicks — and that moment is now. This is the phase when momentum builds, news turns bullish, and markets ignite. Inside The Crypto Code Workshop, you’ll get the roadmap to ride this wave — and $10 in free Bitcoin just for showing up.

Join The Crypto Code Workshop + get $10 in Bitcoin for attending
7/16/2025 Hartford Investment Management Co.6,808$2.26M0.1%-1.0%0.006%
7/16/2025 Bank Pictet & Cie Europe AG3,880$1.29M0.0%-14.4%0.003%
7/16/2025 Banque Pictet & Cie SA32,336$10.74M0.1%-1.1%0.029%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH4,436$1.47M0.0%N/A0.004%
7/15/2025 Beacon Investment Advisory Services Inc.630$209K0.0%N/A0.001%
7/15/2025 Riverbridge Partners LLC6,991$2.32M0.0%-0.8%0.006%
7/15/2025 Mather Group LLC.635$211K0.0%-32.6%0.001%
7/15/2025 Carr Financial Group Corp672$223K0.1%N/A0.001%
7/15/2025 Public Employees Retirement System of Ohio35,659$11.85M0.0%+0.3%0.032%
7/15/2025 Ballentine Partners LLC1,717$570K0.0%-8.3%0.002%
7/15/2025 Cigna Investments Inc. New1,096$364K0.1%-3.0%0.001%
7/15/2025 Fifth Third Bancorp4,525$1.50M0.0%-16.6%0.004%
7/15/2025 Hall Laurie J Trustee17,132$5.69M1.9%-0.7%0.015%
7/15/2025 Forte Capital LLC ADV1,594$529K0.1%-5.3%0.001%
7/15/2025 MCF Advisors LLC1,176$391K0.0%-48.2%0.001%
7/15/2025 Covea Finance64,709$21.49M0.8%+10.0%0.057%
7/15/2025 Kwmg LLC21,415$7.11M0.7%+1.3%0.019%
7/14/2025 Hoey Investments Inc.1,588$527K0.1%-5.0%0.001%
7/14/2025 Abacus Planning Group Inc.1,014$337K0.1%N/A0.001%
7/14/2025 AdvisorNet Financial Inc498$165K0.0%-29.8%0.000%
7/14/2025 Foster Group Inc.1,026$341K0.0%+15.4%0.001%
7/14/2025 Acropolis Investment Management LLC2,293$762K0.0%-2.1%0.002%
7/14/2025 GAMMA Investing LLC2,832$941K0.1%+4.1%0.003%
7/14/2025 Maryland Capital Advisors Inc.154$51K0.0%+862.5%0.000%
7/14/2025 Westend Capital Management LLC25,661$8.52M2.6%+2.1%0.023%
7/14/2025 Farmers & Merchants Investments Inc.15,246$5.06M0.1%+3.3%0.014%
7/14/2025 Whitener Capital Management Inc.14,895$4.95M1.3%-0.4%0.013%
7/14/2025 Park Avenue Securities LLC5,445$1.81M0.0%-0.6%0.005%
7/11/2025 Annex Advisory Services LLC1,479$491K0.0%-2.1%0.001%
7/11/2025 Farther Finance Advisors LLC2,351$781K0.0%+2.6%0.002%
7/11/2025 Great Waters Wealth Management634$211K0.0%N/A0.001%
7/11/2025 CX Institutional808$268K0.0%+29.3%0.001%
7/11/2025 UMB Bank n.a.2,618$870K0.0%-45.5%0.002%
7/11/2025 Weatherly Asset Management L. P.11,847$3.94M0.3%-0.4%0.011%
7/11/2025 Phillips Wealth Planners LLC639$216K0.2%N/A0.001%
7/11/2025 SeaCrest Wealth Management LLC1,527$507K0.1%+11.4%0.001%
7/11/2025 Diversified Trust Co5,007$1.66M0.0%+31.4%0.004%
7/11/2025 Assenagon Asset Management S.A.202,788$67.36M0.1%+1,950.4%0.180%
7/11/2025 IFM Investors Pty Ltd21,655$7.19M0.1%+5.8%0.019%
7/10/2025 Rockland Trust Co.26,572$8.83M0.4%-8.9%0.024%
7/10/2025 Exchange Traded Concepts LLC52,928$17.58M0.2%-19.0%0.047%
7/10/2025 NorthCrest Asset Manangement LLC32,440$11.26M0.3%-1.3%0.029%
7/10/2025 Wealth Enhancement Advisory Services LLC35,966$12.48M0.0%+1.3%0.032%
7/10/2025 Mn Services Vermogensbeheer B.V.42,002$13.95M0.1%+1.4%0.037%
7/10/2025 Wedmont Private Capital3,015$1.03M0.0%-5.0%0.003%
7/10/2025 Swedbank AB52,814$17.54M0.0%+6.2%0.047%
7/10/2025 Alecta Tjanstepension Omsesidigt890,875$295.77M1.4%-11.0%0.790%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd16,138$5.36M0.0%-11.5%0.014%
7/10/2025 Signal Advisors Wealth LLC694$231K0.0%-18.5%0.001%
7/10/2025 Professional Financial Advisors LLC700$233K0.1%N/A0.001%
The big winner of Crypto week? (Ad)

It’s Crypto Week at the White House — and the sector is moving from fringe to full-scale adoption. With Bitcoin hitting $123,000 and giants like BlackRock and Fidelity pouring in, one expert believes a lesser-known coin could soon be vaulted to the top — possibly even landing in the government’s digital reserve.

See the coin positioned to win from Washington’s crypto push
7/10/2025 Sovran Advisors LLC2,893$978K0.1%-5.8%0.003%
7/9/2025 Sapient Capital LLC705$234K0.0%N/A0.001%
7/9/2025 Procyon Advisors LLC1,648$547K0.1%-4.3%0.001%
7/9/2025 Pallas Capital Advisors LLC730$242K0.0%-18.7%0.001%
7/9/2025 Breakwater Capital Group609$202K0.0%N/A0.001%
7/9/2025 Fiduciary Alliance LLC1,266$421K0.0%+42.9%0.001%
7/9/2025 Czech National Bank27,551$9.15M0.1%+6.1%0.024%
7/9/2025 MassMutual Private Wealth & Trust FSB2,757$916K0.0%-9.0%0.002%
7/8/2025 Apella Capital LLC1,181$400K0.0%+22.9%0.001%
7/8/2025 Gradient Investments LLC1,430$475K0.0%+16.3%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, 1,328 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were Vanguard Group Inc. ($3.58B), BlackRock Inc. ($3.01B), Price T Rowe Associates Inc. MD ($1.52B), State Street Corp ($1.25B), Morgan Stanley ($901.09M), Geode Capital Management LLC ($779.43M), and Capital World Investors ($725.60M).Learn more on Rockwell Automation's institutional investors.

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

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

Which institutional investors have been buying Rockwell Automation's stock?

Of the 1,120 institutional investors that purchased Rockwell Automation's 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 ($304.57M), Price T Rowe Associates Inc. MD ($5.44M), International Assets Investment Management LLC ($1.23M), Accredited Investors Inc. ($1.18M), Norges Bank ($1.04M), Capital World Investors ($768.91K), and Van ECK Associates Corp ($721.02K).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 18,188,308 shares in the last 24 months. This purchase volume represents approximately $5.04B in transactions.

Which of Rockwell Automation's major shareholders have been selling company stock?

Of the 554 institutional investors that sold Rockwell Automation's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($1.24M), International Assets Investment Management LLC ($934.56K), Van ECK Associates Corp ($756.13K), Ninety One UK Ltd ($656.68K), Voya Investment Management LLC ($643.20K), Amundi ($524.18K), and Bank Julius Baer & Co. Ltd Zurich ($432.83K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 12,069,570 shares in the last 24 months. This volume of shares sold represents approximately $3.29B in transactions.



This page (NYSE:ROK) was last updated on 7/20/2025 by MarketBeat.com Staff
From Our Partners