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Rockwell Automation (ROK) Institutional Ownership

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$253.48 +4.30 (+1.72%)
Closing price 03:59 PM Eastern
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$253.60 +0.12 (+0.05%)
As of 04:29 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)
709
Total
Institutional Inflows
(last 12 months)
$6.45B
Number of
Institutional Sellers
(last 12 months)
510
Total
Institutional Outflows
(last 12 months)
$2.27B
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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
5/2/2025Kornitzer Capital Management Inc. KS5,514$1.43M0.0%-1.6%0.005%
5/2/2025Larson Financial Group LLC327$84K0.0%-60.3%0.000%
5/2/2025Wealthfront Advisers LLC7,708$1.99M0.0%+0.6%0.007%
5/2/2025Whittier Trust Co. of Nevada Inc.631$163K0.0%+7.9%0.001%
5/2/2025Hager Investment Management Services LLC1,983$512K0.4%-3.9%0.002%
5/2/2025Dakota Wealth Management1,804$466K0.0%-10.6%0.002%
5/2/2025TimesSquare Capital Management LLC211,885$54.75M0.9%+8.9%0.187%
5/2/2025Sumitomo Life Insurance Co.5,566$1.44M0.1%-31.6%0.005%
5/2/2025Apollon Wealth Management LLC4,976$1.29M0.0%+37.7%0.004%
5/2/2025Sigma Planning Corp3,993$1.03M0.0%+2.3%0.004%
5/2/2025Signaturefd LLC1,964$508K0.0%-21.2%0.002%
5/1/2025MTM Investment Management LLC1,958$507K0.2%-4.2%0.002%
5/1/2025Weatherly Asset Management L. P.11,893$3.07M0.3%-3.1%0.011%
5/1/2025Isthmus Partners LLC42,939$11.10M1.4%+2.9%0.038%
5/1/2025Asset Dedication LLC286$74K0.0%-20.8%0.000%
5/1/2025CWM LLC2,353$608K0.0%+3.7%0.002%
5/1/2025Drystone LLC25,647$6.63M6.6%+24.1%0.023%
5/1/2025Stephens Investment Management Group LLC184,167$47.59M0.7%+2.6%0.163%
5/1/2025Stephens Inc. AR25,822$6.67M0.1%+1.4%0.023%
5/1/2025New York State Common Retirement Fund70,691$18.27M0.0%+1.2%0.063%
5/1/2025Mutual of America Capital Management LLC13,151$3.40M0.0%-2.8%0.012%
5/1/2025Arizona State Retirement System32,650$8.44M0.1%-0.9%0.029%
5/1/2025FUKOKU MUTUAL LIFE INSURANCE Co1,058$273K0.0%+31.6%0.001%
5/1/2025Xponance Inc.17,547$4.53M0.0%+0.8%0.016%
4/30/2025 Weil Company Inc.8,780$2.27M0.7%+27.9%0.008%
4/30/2025 Burford Brothers Inc.2,334$603K0.3%+34.1%0.002%
4/30/2025 State of Michigan Retirement System30,713$7.94M0.0%+0.3%0.027%
4/30/2025 Cerity Partners LLC25,073$6.48M0.0%-21.6%0.022%
4/30/2025 DMC Group LLC1,000$258K0.2%+28.9%0.001%
4/30/2025 Telos Capital Management Inc.21,056$5.44M0.6%-1.4%0.019%
4/30/2025 Financial Gravity Asset Management Inc.120$31K0.0%N/A0.000%
4/30/2025 Allworth Financial LP6,429$1.60M0.0%-0.9%0.006%
4/30/2025 MainStreet Investment Advisors LLC1,119$289K0.0%-19.8%0.001%
4/30/2025 Bridges Investment Management Inc.1,261$326K0.0%-13.5%0.001%
4/30/2025 Nisa Investment Advisors LLC29,228$7.55M0.0%+4.8%0.026%
4/30/2025 Banque Pictet & Cie SA32,709$8.45M0.1%+1.4%0.029%
4/30/2025 LBP AM SA20,038$5.18M0.1%+1.0%0.018%
4/30/2025 Axxcess Wealth Management LLC1,488$384K0.0%-67.5%0.001%
4/30/2025 New Mexico Educational Retirement Board5,276$1.36M0.0%-1.9%0.005%
4/30/2025 Rehmann Capital Advisory Group1,332$344K0.0%+8.6%0.001%
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4/30/2025 DekaBank Deutsche Girozentrale456,965$116.94M0.2%+9.6%0.404%
4/30/2025 Valeo Financial Advisors LLC2,022$522K0.0%+64.4%0.002%
4/30/2025 SilverOak Wealth Management LLC9,694$2.51M0.5%-10.2%0.009%
4/30/2025 M&T Bank Corp18,655$4.82M0.0%-7.0%0.016%
4/30/2025 Stratos Wealth Partners LTD.7,791$2.01M0.0%-4.8%0.007%
4/30/2025 Stratos Wealth Advisors LLC15,104$3.90M0.2%-7.5%0.013%
4/30/2025 Brown Advisory Inc.27,904$7.21M0.0%-5.5%0.025%
4/30/2025 Ninety One UK Ltd82,437$21.30M0.1%-85.6%0.073%
4/30/2025 Crossmark Global Holdings Inc.3,996$1.03M0.0%-1.4%0.004%
4/29/2025 U.S. Capital Wealth Advisors LLC929$240K0.0%N/A0.001%
4/29/2025 Cooksen Wealth LLC130$34K0.0%N/A0.000%
4/29/2025 TD Private Client Wealth LLC1,938$501K0.0%+27.1%0.002%
4/29/2025 Envestnet Asset Management Inc.279,852$72.31M0.0%+46.4%0.247%
4/29/2025 Penserra Capital Management LLC554$142K0.0%-32.2%0.000%
4/29/2025 Chilton Capital Management LLC102$26K0.0%-90.0%0.000%
4/29/2025 Tradewinds LLC.997$258K0.1%-95.0%0.001%
4/29/2025 HM Payson & Co.2,221$574K0.0%-6.3%0.002%
4/29/2025 Bank of New York Mellon Corp765,160$197.70M0.0%-1.2%0.677%
4/29/2025 World Investment Advisors1,710$442K0.0%-27.0%0.002%
4/29/2025 Truist Financial Corp171,532$44.32M0.1%+67.6%0.152%
4/29/2025 Eukles Asset Management9,590$2.48M1.1%+2.7%0.008%
4/29/2025 Impax Asset Management Group plc4,941$1.28M0.0%+36.8%0.004%
4/29/2025 Kintegral Advisory LLC1,679$434K0.1%-32.9%0.001%
4/29/2025 IFM Investors Pty Ltd22,646$6.08M0.1%+10.7%0.020%
4/29/2025 OneDigital Investment Advisors LLC4,176$1.08M0.0%+8.2%0.004%
4/29/2025 Aviance Capital Partners LLC5,345$1.38M0.2%-0.9%0.005%
4/28/2025 D.A. Davidson & CO.24,641$6.37M0.1%+8.9%0.022%
4/28/2025 Principal Financial Group Inc.232,563$60.09M0.0%+8.9%0.206%
4/28/2025 Mutual Advisors LLC2,367$588K0.0%+9.8%0.002%
4/28/2025 Teacher Retirement System of Texas16,512$4.27M0.0%+1,453.3%0.015%
4/28/2025 Elmwood Wealth Management Inc.4,617$1.19M0.5%-2.1%0.004%
4/28/2025 Keybank National Association OH43,037$11.12M0.0%-3.7%0.038%
4/28/2025 DAVENPORT & Co LLC423,907$109.56M0.6%+3.8%0.375%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd18,226$4.71M0.0%-36.3%0.016%
4/28/2025 Vontobel Holding Ltd.11,151$2.88M0.0%-41.7%0.010%
4/25/2025 Kampmann Melissa S.12,073$3.12M2.5%+2.3%0.011%
4/25/2025 Mather Group LLC.942$243K0.0%+32.5%0.001%
4/25/2025 Koshinski Asset Management Inc.4,097$1.06M0.1%+1.1%0.004%
4/25/2025 J.Safra Asset Management Corp370$96K0.0%-50.0%0.000%
4/25/2025 WASHINGTON TRUST Co300$78K0.0%-87.9%0.000%
4/25/2025 Ameritas Advisory Services LLC3,731$981K0.0%-28.1%0.003%
4/25/2025 New York State Teachers Retirement System86,579$22.37M0.1%-6.8%0.077%
4/25/2025 Amalgamated Bank22,161$5.73M0.0%+1.5%0.020%
4/25/2025 Buttonwood Financial Advisors Inc.1,230$318K0.1%-13.2%0.001%
4/25/2025 Citizens National Bank Trust Department100$26K0.0%N/A0.000%
4/25/2025 Essex Financial Services Inc.868$224K0.0%+14.2%0.001%
4/25/2025 KBC Group NV10,528$2.72M0.0%-54.7%0.009%
4/25/2025 McGuire Investment Group LLC15,807$4.08M0.6%-0.4%0.014%
4/25/2025 Sovran Advisors LLC3,072$794K0.1%+77.7%0.003%
4/25/2025 Sicart Associates LLC1,175$304K0.1%-6.0%0.001%
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4/25/2025 Sumitomo Mitsui Trust Group Inc.994,313$256.91M0.2%-1.4%0.879%
4/24/2025 Golden State Wealth Management LLC2,596$671K0.1%+3.8%0.002%
4/24/2025 Patron Partners LLC1,418$366K0.2%-3.5%0.001%
4/24/2025 Westend Capital Management LLC25,141$6.50M2.5%N/A0.022%
4/24/2025 Confluence Wealth Services Inc.1,187$285K0.0%N/A0.001%
4/24/2025 Sunbelt Securities Inc.394$102K0.0%-43.3%0.000%
4/24/2025 Allspring Global Investments Holdings LLC5,652$1.46M0.0%+0.8%0.005%
4/24/2025 Mirae Asset Global Investments Co. Ltd.159,481$41.22M0.1%+1,287.3%0.141%
4/24/2025 Quilter Plc351,350$90.78M1.9%+5.9%0.311%
4/24/2025 Bartlett & CO. Wealth Management LLC31,638$8.18M0.1%-2.1%0.028%
(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, 1,310 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 1,108 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. ($1.18M), 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 337,077,447 shares in the last 24 months. This purchase volume represents approximately $109.79B in transactions.

Which Rockwell Automation major shareholders have been selling company stock?

Of the 755 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 ($934.56K), Ninety One UK Ltd ($875.83K), and Massachusetts Financial Services Co. MA ($800.41K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 20,380,398 shares in the last 24 months. This volume of shares sold represents approximately $6.06B in transactions.



This page (NYSE:ROK) was last updated on 5/2/2025 by MarketBeat.com Staff
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