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Rockwell Automation (ROK) Institutional Ownership

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$271.47 -2.19 (-0.80%)
Closing price 03:59 PM Eastern
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$272.44 +0.97 (+0.36%)
As of 07:26 PM Eastern
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Institutional Ownership Changes (13F Filings) for Rockwell Automation (NYSE:ROK)

Current
Institutional Ownership
Percentage
75.75%
Number of
Institutional Buyers
(last 12 months)
707
Total
Institutional Inflows
(last 12 months)
$6.19B
Number of
Institutional Sellers
(last 12 months)
495
Total
Institutional Outflows
(last 12 months)
$2.19B
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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
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH126,733$36.22M0.1%N/A0.112%
2/27/2025 Pinnacle Wealth Planning Services Inc.937$268K0.0%-24.4%0.001%
2/26/2025 Capital A Wealth Management LLC359$103K0.2%N/A0.000%
2/25/2025 Heck Capital Advisors LLC200$57K0.0%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.1,459$417K0.0%-11.0%0.001%
2/25/2025 Integrated Advisors Network LLC3,092$884K0.0%-9.7%0.003%
2/21/2025 Ascent Group LLC3,990$1.14M0.1%+13.4%0.004%
2/20/2025 Mackenzie Financial Corp10,570$3.02M0.0%+3.3%0.009%
2/20/2025 Forum Financial Management LP771$220K0.0%N/A0.001%
2/19/2025 Toronto Dominion Bank50,382$14.40M0.0%+28.8%0.045%
2/19/2025 North Star Asset Management Inc.54,373$15.54M0.7%-2.0%0.048%
2/19/2025 Public Employees Retirement System of Ohio40,125$11.47M0.0%-5.8%0.035%
2/18/2025 GTS Securities LLC1,295$370K0.0%-77.9%0.001%
2/18/2025 Vise Technologies Inc.883$252K0.0%N/A0.001%
2/18/2025 Connecticut Wealth Management LLC3,407$974K0.0%+1.6%0.003%
2/18/2025 Headinvest LLC750$214K0.0%-6.8%0.001%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp144,915$41.42M0.2%+85.1%0.128%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,158,161$330.99M0.1%+2.6%1.025%
2/17/2025 USS Investment Management Ltd28,312$8.10M0.1%-17.2%0.025%
2/17/2025 Voloridge Investment Management LLC60,361$17.25M0.1%-46.4%0.053%
2/17/2025 Waverly Advisors LLC2,398$685K0.0%+158.7%0.002%
2/17/2025 Williams Jones Wealth Management LLC.55,771$15.94M0.2%-3.5%0.049%
2/17/2025 Vident Advisory LLC4,484$1.28M0.0%+3.0%0.004%
2/17/2025 Waters Parkerson & CO. LLC166,890$47.70M2.5%+0.9%0.148%
2/17/2025 Westwood Holdings Group Inc.6,278$1.79M0.0%-24.9%0.006%
2/17/2025 Two Sigma Advisers LP103,000$29.44M0.1%+53.0%0.091%
2/17/2025 Two Sigma Investments LP49,462$14.14M0.0%-56.3%0.044%
2/17/2025 Tidal Investments LLC8,997$2.57M0.0%+7.1%0.008%
2/17/2025 Tema Etfs LLC31,912$9.12M3.8%N/A0.028%
2/17/2025 Toronto Dominion Bank50,382$14.40M0.0%+28.8%0.045%
2/17/2025 Shellback Capital LP105,888$30.26M2.1%N/A0.094%
2/17/2025 Shell Asset Management Co.1,284$367K0.0%-8.4%0.001%
2/17/2025 Royal Bank of Canada253,398$72.42M0.0%+26.2%0.224%
2/17/2025 Rafferty Asset Management LLC11,268$3.22M0.0%+7.5%0.010%
2/17/2025 Raiffeisen Bank International AG845$241K0.0%N/A0.001%
2/17/2025 Point72 Asia Singapore Pte. Ltd.942$269K0.1%-57.1%0.001%
2/17/2025 Point72 Asset Management L.P.17,906$5.12M0.0%-46.0%0.016%
2/17/2025 ProShare Advisors LLC16,546$4.73M0.0%+13.5%0.015%
2/17/2025 Quantinno Capital Management LP4,240$1.21M0.0%+98.4%0.004%
2/17/2025 Pathstone Holdings LLC24,401$6.97M0.0%+0.5%0.022%
Trump doesn’t give a damn (Ad)

Porter Stansberry: “I met with Trump’s biggest backers… they’re scooping up these 10 stocks” I recently met with one of Trump’s longest-serving advisors. We helped put together a plan to help investors capitalize on Trump’s election. And we found out these 10 stocks are the most likely to boom…

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2/17/2025 Paradoxiom Capital L.P.25,098$7.17M3.0%N/A0.022%
2/17/2025 Mufg Securities Americas Inc.1,667$476K0.1%N/A0.001%
2/17/2025 Man Group plc48,516$13.87M0.0%-19.5%0.043%
2/17/2025 Nia Impact Advisors LLC8,590$2.46M0.8%+0.7%0.008%
2/17/2025 NorthRock Partners LLC966$276K0.0%N/A0.001%
2/17/2025 Nuveen Asset Management LLC247,374$70.70M0.0%-19.4%0.219%
2/17/2025 OMERS ADMINISTRATION Corp4,768$1.36M0.0%-18.7%0.004%
2/17/2025 OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC 24,000$6.86M0.5%N/A0.021%
2/17/2025 Morse Asset Management Inc3,077$879K0.2%N/A0.003%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.834,622$238.53M0.5%+4.3%0.738%
2/17/2025 Lazard Asset Management LLC2,453,606$701.21M1.0%-3.8%2.171%
2/17/2025 Laird Norton Wetherby Wealth Management LLC2,624$750K0.0%-13.3%0.002%
2/17/2025 Laurion Capital Management LP1,911$546K0.0%N/A0.002%
2/17/2025 Lighthouse Investment Partners LLC5,500$1.57M0.1%N/A0.005%
2/17/2025 Janus Henderson Group PLC25,566$7.31M0.0%+74.9%0.023%
2/17/2025 Group One Trading LLC300$86K0.0%N/A0.000%
2/17/2025 Gotham Asset Management LLC14,611$4.18M0.0%-21.3%0.013%
2/17/2025 Focus Partners Wealth11,084$3.34M0.0%-7.2%0.010%
2/17/2025 Eisler Capital Management Ltd.60,467$17.01M0.1%N/A0.053%
2/17/2025 Elefante Mark B10,339$2.96M2.7%N/A0.009%
2/17/2025 Ensign Peak Advisors Inc26,799$7.66M0.0%+766.2%0.024%
2/17/2025 Ethic Inc.13,974$3.99M0.1%-11.2%0.012%
2/17/2025 Fiduciary Trust Co7,593$2.17M0.0%-21.2%0.007%
2/17/2025 FORA Capital LLC3,772$1.08M0.1%-77.7%0.003%
2/17/2025 Fred Alger Management LLC10,430$2.98M0.0%N/A0.009%
2/17/2025 Deutsche Bank AG452,447$129.31M0.1%+21.1%0.400%
2/17/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main42,130$12.04M0.0%-6.8%0.037%
2/17/2025 EP Wealth Advisors LLC89,045$25.45M0.2%+1.7%0.079%
2/17/2025 Colonial Trust Co SC473$135K0.0%+29.2%0.000%
2/17/2025 CoreCap Advisors LLC493$141K0.0%+14.7%0.000%
2/17/2025 Cresset Asset Management LLC13,460$3.85M0.0%-40.5%0.012%
2/17/2025 Cetera Investment Advisers29,626$8.47M0.0%+9.0%0.026%
2/17/2025 Captrust Financial Advisors25,221$7.21M0.0%+2.0%0.022%
2/17/2025 Cary Street Partners Financial LLC739$211K0.0%N/A0.001%
2/17/2025 Balyasny Asset Management L.P.6,117$1.75M0.0%-96.9%0.005%
2/17/2025 Baird Financial Group Inc.51,737$14.79M0.0%+0.2%0.046%
2/17/2025 Baldwin Investment Management LLC2,231$638K0.1%-9.7%0.002%
2/17/2025 Banque Transatlantique SA29,118$8.29M0.2%N/A0.026%
2/17/2025 Banque de Luxembourg S.A.547$157K0.1%N/A0.000%
2/17/2025 Bayesian Capital Management LP2,421$692K0.1%+197.1%0.002%
2/17/2025 Bank of America Corp DE1,312,954$375.23M0.0%-7.8%1.162%
2/17/2025 Benjamin Edwards Inc.12,936$3.71M0.1%+57.0%0.011%
2/17/2025 BNP Paribas5,175$1.47M0.1%+109.3%0.005%
2/17/2025 BNP Paribas Financial Markets188,006$53.73M0.0%+26.0%0.166%
2/17/2025 Ameriprise Financial Inc.184,981$52.86M0.0%+9.8%0.164%
2/17/2025 Alyeska Investment Group L.P.2,848$814K0.0%-98.1%0.003%
2/17/2025 Ancora Advisors LLC7,674$2.19M0.0%+22.0%0.007%
2/17/2025 Aptus Capital Advisors LLC2,188$625K0.0%+15.2%0.002%
2/17/2025 AXA S.A.16,221$4.64M0.0%+579.6%0.014%
2/17/2025 Accredited Wealth Management LLC165$47K0.0%N/A0.000%
Trump doesn’t give a damn (Ad)

Porter Stansberry: “I met with Trump’s biggest backers… they’re scooping up these 10 stocks” I recently met with one of Trump’s longest-serving advisors. We helped put together a plan to help investors capitalize on Trump’s election. And we found out these 10 stocks are the most likely to boom…

Go here now to find out the names of these 10 stocks.
2/17/2025 Alaethes Wealth LLC5,559$1.59M0.6%+1.3%0.005%
2/14/2025 Wahed Invest LLC2,944$841K0.1%+5.8%0.003%
2/14/2025 Mercer Global Advisors Inc. ADV13,354$3.82M0.0%-2.3%0.012%
2/14/2025 Cypress Advisory Group LLC4,678$1.34M1.2%N/A0.004%
2/14/2025 Keel Point LLC1,176$336K0.0%+7.7%0.001%
2/14/2025 One68 Global Capital LLC5,500$1.57M0.8%N/A0.005%
2/14/2025 Parvin Asset Management LLC125$36K0.0%N/A0.000%
2/14/2025 Rehmann Capital Advisory Group1,227$351K0.0%+4.4%0.001%
2/14/2025 Navigoe LLC353$100K0.1%N/A0.000%
2/14/2025 Comerica Bank45,727$13.07M0.1%-0.9%0.040%
(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, 1,312 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. ($3.97B), BlackRock Inc. ($3.01B), Price T Rowe Associates Inc. MD ($2.03B), State Street Corp ($1.25B), Morgan Stanley ($901.09M), and Geode Capital Management LLC ($779.43M).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 1,111 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 ($304.57M), Price T Rowe Associates Inc. MD ($5.44M), International Assets Investment Management LLC ($1.23M), Accredited Investors Inc. ($1.19M), Norges Bank ($1.04M), Capital World Investors ($768.91K), and Van ECK Associates Corp ($746.41K).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 336,050,362 shares in the last 24 months. This purchase volume represents approximately $109.54B in transactions.

Which Rockwell Automation major shareholders have been selling company stock?

Of the 738 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 ($1.98M), FMR LLC ($1.12M), Van ECK Associates Corp ($1.11M), International Assets Investment Management LLC ($933.31K), Massachusetts Financial Services Co. MA ($800.41K), and Impax Asset Management Group plc ($563.73K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 19,973,919 shares in the last 24 months. This volume of shares sold represents approximately $5.96B in transactions.



This page (NYSE:ROK) was last updated on 3/6/2025 by MarketBeat.com Staff
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