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Rockwell Automation (ROK) Institutional Ownership

Rockwell Automation logo
$347.56 -1.45 (-0.42%)
Closing price 03:59 PM Eastern
Extended Trading
$350.76 +3.20 (+0.92%)
As of 06:53 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)
821
Total
Institutional Inflows
(last 12 months)
$5.84B
Number of
Institutional Sellers
(last 12 months)
590
Total
Institutional Outflows
(last 12 months)
$3.52B
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ROK Institutional Buying and Selling by Quarter

Rockwell Automation Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Sentinus LLC668$222K0.1%N/A0.001%
8/14/2025Prestige Wealth Management Group LLC148$49K0.0%-21.3%0.000%
8/14/2025SVB Wealth LLC1,410$468K0.0%N/A0.001%
8/14/2025Lansdowne Partners UK LLP26,775$8.89M1.2%+70.2%0.024%
8/14/2025WINTON GROUP Ltd667$222K0.0%-80.4%0.001%
8/14/2025Natixis12,693$4.22M0.0%+42.8%0.011%
8/14/2025Ossiam2,108$700K0.0%+43.7%0.002%
8/14/2025Bank of Nova Scotia11,827$3.93M0.0%-0.5%0.011%
8/14/2025California Public Employees Retirement System187,005$62.12M0.0%+7.6%0.166%
8/14/2025Cerity Partners LLC31,000$10.30M0.0%+23.6%0.028%
8/14/2025Federated Hermes Inc.34,088$11.32M0.0%+42.0%0.030%
8/13/2025Gabelli Funds LLC92,062$30.58M0.2%-4.4%0.082%
8/13/2025Gamco Investors INC. ET AL115,626$38.41M0.4%-2.0%0.103%
8/13/2025Jump Financial LLC2,614$868K0.0%N/A0.002%
8/13/2025Per Stirling Capital Management LLC.713$237K0.0%N/A0.001%
8/13/2025Victory Financial Group LLC724$240K0.0%N/A0.001%
8/13/2025Cresset Asset Management LLC10,334$3.43M0.0%-8.8%0.009%
8/13/2025Tema Etfs LLC27,434$9.11M2.4%-34.9%0.024%
8/13/2025Brown Advisory Inc.28,094$9.33M0.0%+0.7%0.025%
8/13/2025Amundi1,084,352$371.65M0.1%-30.0%0.964%
8/13/2025SCS Capital Management LLC2,349$780K0.0%-13.3%0.002%
8/13/2025Marshall Wace LLP429,492$142.66M0.2%+294.5%0.382%
8/13/2025Portland Global Advisors LLC29,959$9.95M1.2%-2.8%0.027%
8/13/2025Mirabella Financial Services LLP6,561$2.18M0.2%-10.1%0.006%
8/13/2025Baird Financial Group Inc.51,322$17.05M0.0%+0.5%0.046%
8/13/2025Philadelphia Trust Co.58,374$19.39M1.5%+1.3%0.052%
8/13/2025Dynamic Wealth Strategies LLC138$46K0.0%N/A0.000%
8/13/2025First Trust Advisors LP16,994$5.65M0.0%-32.8%0.015%
8/13/2025Crescent Grove Advisors LLC822$273K0.0%N/A0.001%
8/13/2025EverSource Wealth Advisors LLC799$265K0.0%+31.6%0.001%
8/13/2025Invesco Ltd.1,103,151$366.43M0.1%-23.8%0.981%
8/13/2025CW Advisors LLC894$297K0.0%+4.8%0.001%
8/13/2025PharVision Advisers LLC838$278K0.4%N/A0.001%
8/13/2025Groupe la Francaise1,617$536K0.0%-6.7%0.001%
8/13/2025Isthmus Partners LLC42,381$14.08M1.6%-1.3%0.038%
8/13/2025Granite Investment Partners LLC69,821$23.19M1.1%+3.4%0.062%
8/13/2025Beacon Pointe Advisors LLC2,212$735K0.0%+21.7%0.002%
8/13/2025Arrowstreet Capital Limited Partnership142,358$47.29M0.0%+384.8%0.127%
8/13/2025Quantbot Technologies LP21,247$7.06M0.2%N/A0.019%
8/13/2025M&T Bank Corp15,062$5.00M0.0%-19.3%0.013%
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8/13/2025Boston Family Office LLC76,047$25.26M1.7%+0.7%0.068%
8/13/2025Fisher Asset Management LLC792,503$263.25M0.1%+7.1%0.705%
8/13/2025Edgestream Partners L.P.1,464$486K0.0%N/A0.001%
8/13/2025Shelton Capital Management638$212K0.0%N/A0.001%
8/13/2025VestGen Advisors LLC6,774$2.25M0.1%-17.4%0.006%
8/13/2025Estabrook Capital Management640$213K0.0%-36.0%0.001%
8/13/2025New York State Common Retirement Fund68,029$22.60M0.0%-3.8%0.061%
8/13/2025Schroder Investment Management Group97,367$32.34M0.0%+796.0%0.087%
8/13/2025Mackenzie Financial Corp13,140$4.37M0.0%+13.3%0.012%
8/13/2025Skandinaviska Enskilda Banken AB publ 24,314$8.08M0.0%+4.4%0.022%
8/13/2025Silvant Capital Management LLC15,947$5.30M0.2%+17.6%0.014%
8/13/2025Ceredex Value Advisors LLC227,188$75.47M1.6%-13.0%0.202%
8/13/2025Norges Bank1,109,597$368.58M0.0%N/A0.987%
8/13/2025Scotia Capital Inc.13,112$4.36M0.0%-32.9%0.012%
8/13/2025Level Four Advisory Services LLC783$260K0.0%-5.4%0.001%
8/13/2025Hsbc Holdings PLC191,248$63.51M0.0%-12.5%0.170%
8/13/2025Capital Fund Management S.A.27,717$9.21M0.0%+34.9%0.025%
8/13/2025Northwestern Mutual Wealth Management Co.14,920$4.96M0.0%-7.5%0.013%
8/13/2025Groupama Asset Managment3,071$1.01M0.0%N/A0.003%
8/13/2025State Board of Administration of Florida Retirement System112,240$37.28M0.1%+1.2%0.100%
8/13/2025Johnson Financial Group Inc.245$81K0.0%N/A0.000%
8/13/2025Korea Investment CORP44,089$14.65M0.0%-17.7%0.039%
8/13/2025Elevation Point Wealth Partners LLC4,125$1.37M0.1%-16.0%0.004%
8/13/2025Baltimore Washington Financial Advisors Inc.762$253K0.0%N/A0.001%
8/13/2025Vinva Investment Management Ltd1,605$530K0.0%N/A0.001%
8/13/2025Garner Asset Management Corp1,090$362K0.2%N/A0.001%
8/13/2025Choreo LLC4,546$1.51M0.0%+11.9%0.004%
8/13/2025Northwest & Ethical Investments L.P.16,490$5.48M0.1%N/A0.015%
8/13/2025Russell Investments Group Ltd.38,845$12.87M0.0%+13.9%0.035%
8/12/2025 J.W. Cole Advisors Inc.4,544$1.51M0.0%+3.7%0.004%
8/12/2025 North Star Asset Management Inc.52,369$17.40M0.7%-1.2%0.047%
8/12/2025 Associated Banc Corp1,162$386K0.0%-11.6%0.001%
8/12/2025 Advisors Asset Management Inc.15,940$5.30M0.1%-16.9%0.014%
8/12/2025 Laurel Wealth Advisors LLC46,836$15.56M0.0%+33,117.0%0.042%
8/12/2025 Aviso Financial Inc.859$285K0.0%+4.4%0.001%
8/12/2025 Steward Partners Investment Advisory LLC1,073$356K0.0%+7.5%0.001%
8/12/2025 Insigneo Advisory Services LLC2,284$759K0.1%-1.9%0.002%
8/12/2025 CreativeOne Wealth LLC1,488$494K0.0%+28.2%0.001%
8/12/2025 Champlain Investment Partners LLC501,937$166.73M1.2%-24.6%0.446%
8/12/2025 Ameritas Investment Partners Inc.1,064$353K0.0%-3.3%0.001%
8/12/2025Jefferies Financial Group Inc.5,042$1.68M0.0%-14.8%0.004%
8/12/2025 Global Retirement Partners LLC2,583$858K0.0%N/A0.002%
8/12/2025 Prudential Financial Inc.292,063$97.02M0.1%+119.4%0.260%
8/12/2025 Coldstream Capital Management Inc.3,458$1.15M0.0%-7.5%0.003%
8/12/2025 Centric Wealth Management602$201K0.0%N/A0.001%
8/12/2025 Quantum Private Wealth LLC2,787$926K0.3%-17.4%0.002%
8/12/2025 Charles Schwab Investment Management Inc.1,578,663$524.39M0.1%-0.1%1.404%
8/12/2025 American Century Companies Inc.31,037$10.31M0.0%+1.0%0.028%
8/12/2025 Nemes Rush Group LLC341$113K0.0%-58.0%0.000%
8/12/2025 Heron Bay Capital Management42,740$14.20M2.8%-1.1%0.038%
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8/12/2025 Stevens Capital Management LP964$320K0.1%-71.6%0.001%
8/12/2025 Rhumbline Advisers214,652$71.30M0.1%-2.7%0.191%
8/12/2025 AlphaCore Capital LLC1,382$459K0.0%-4.6%0.001%
8/12/2025 Mufg Securities Americas Inc.2,498$830K0.1%+24.8%0.002%
8/12/2025 Evelyn Partners Investment Management Services Ltd887$295K0.0%-63.5%0.001%
8/12/2025 Evelyn Partners Investment Management LLP1,933$642K0.0%+162.3%0.002%
8/12/2025 Franklin Resources Inc.404,224$134.27M0.0%-14.1%0.360%
8/12/2025 Legal & General Group Plc689,865$229.15M0.1%-3.0%0.614%
8/12/2025 MAI Capital Management21,956$7.29M0.1%+0.4%0.020%
8/12/2025 JPMorgan Chase & Co.368,670$122.47M0.0%-6.6%0.328%
(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, 1,363 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were Vanguard Group Inc. ($4.67B), State Street Corp ($1.58B), Price T Rowe Associates Inc. MD ($1.52B), Geode Capital Management LLC ($950.74M), Morgan Stanley ($901.09M), Capital World Investors ($725.60M), and Lazard Asset Management LLC ($701.21M).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 1,157 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: Price T Rowe Associates Inc. MD ($5.44M), Norges Bank ($2.15M), International Assets Investment Management LLC ($1.23M), Accredited Investors Inc. ($1.18M), Vanguard Group Inc. ($726.88K), Van ECK Associates Corp ($721.02K), and GAMMA Investing LLC ($703.38K).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 20,429,015 shares in the last 24 months. This purchase volume represents approximately $5.88B in transactions.

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

Of the 589 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), Amundi ($989.24K), International Assets Investment Management LLC ($935.05K), Van ECK Associates Corp ($756.13K), Voya Investment Management LLC ($643.20K), Ninety One UK Ltd ($631.04K), and Bank Julius Baer & Co. Ltd Zurich ($447.83K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 12,549,958 shares in the last 24 months. This volume of shares sold represents approximately $3.53B in transactions.


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This page (NYSE:ROK) was last updated on 8/14/2025 by MarketBeat.com Staff
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