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Rockwell Automation (ROK) Institutional Ownership

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$358.87 +1.86 (+0.52%)
Closing price 07/25/2025 03:59 PM Eastern
Extended Trading
$358.52 -0.35 (-0.10%)
As of 07/25/2025 07:36 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)
756
Total
Institutional Inflows
(last 12 months)
$5.03B
Number of
Institutional Sellers
(last 12 months)
562
Total
Institutional Outflows
(last 12 months)
$3.29B
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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
7/25/2025Atria Wealth Solutions Inc.4,062$1.35M0.0%-56.5%0.004%
7/25/2025Envestnet Portfolio Solutions Inc.729$242K0.0%-17.0%0.001%
7/25/2025Delaney Dennis R20,927$6.95M3.6%-3.5%0.019%
7/25/2025Sequoia Financial Advisors LLC5,435$1.81M0.0%+15.0%0.005%
7/25/2025Yousif Capital Management LLC14,066$4.67M0.1%-1.6%0.012%
7/25/2025MGO One Seven LLC679$226K0.0%N/A0.001%
7/25/2025Bill Few Associates Inc.13,744$4.57M1.3%-0.2%0.012%
7/25/2025Allspring Global Investments Holdings LLC5,537$1.88M0.0%-2.0%0.005%
7/25/2025Almanack Investment Partners LLC.1,094$363K0.1%N/A0.001%
7/25/2025CWM LLC2,764$918K0.0%+17.5%0.002%
7/25/2025OFI Invest Asset Management4,676$1.55M0.0%-1.8%0.004%
7/25/2025Vanguard Personalized Indexing Management LLC14,748$4.92M0.1%+8.1%0.013%
7/25/2025Concurrent Investment Advisors LLC2,232$741K0.0%+132.0%0.002%
7/25/2025Johnson Investment Counsel Inc.1,382$459K0.0%-2.9%0.001%
7/25/2025Apollon Wealth Management LLC3,795$1.26M0.0%-23.7%0.003%
7/25/2025Fifth Third Wealth Advisors LLC1,171$389K0.0%-10.5%0.001%
7/24/2025 Trust Co. of Toledo NA OH380$126K0.0%N/A0.000%
7/24/2025 Drucker Wealth 3.0 LLC736$250K0.0%N/A0.001%
7/24/2025 Aberdeen Group plc99,946$33.20M0.1%+6.3%0.089%
7/24/2025 Lmcg Investments LLC41,907$13.92M0.9%-4.9%0.037%
7/24/2025 Davis Rea LTD.5,586$1.86M0.5%+8.5%0.005%
7/24/2025 JFS Wealth Advisors LLC670$223K0.0%-4.6%0.001%
7/24/2025 Strengthening Families & Communities LLC831$276K0.2%+52.8%0.001%
7/24/2025 PDS Planning Inc886$294K0.0%N/A0.001%
7/24/2025 Robertson Stephens Wealth Management LLC1,170$389K0.0%N/A0.001%
7/24/2025 Cyndeo Wealth Partners LLC2,636$876K0.1%+3.9%0.002%
7/24/2025 L. Roy Papp & Associates LLP21,030$6.99M0.8%+14.0%0.019%
7/24/2025 Commerzbank Aktiengesellschaft FI877$292K0.0%-79.8%0.001%
7/24/2025 M. Kraus & Co32,586$10.82M3.2%-0.3%0.029%
7/24/2025 Vantage Point Financial LLC655$218K0.1%N/A0.001%
7/24/2025 IFP Advisors Inc1,427$476K0.0%+2.7%0.001%
7/24/2025 Callan Family Office LLC2,048$680K0.0%N/A0.002%
7/24/2025 Blair William & Co. IL276,929$91.99M0.3%-4.3%0.246%
7/24/2025 Kampmann Melissa S.11,868$3.94M3.0%-1.7%0.011%
7/24/2025 US Bancorp DE75,624$25.12M0.0%-1.7%0.067%
7/23/2025 Beaumont Asset Management L.L.C.4,379$1.46M0.8%-2.0%0.004%
7/23/2025 Hager Investment Management Services LLC1,940$644K0.4%-2.2%0.002%
7/23/2025 Notis McConarty Edward17,153$5.70M2.8%-7.4%0.015%
7/23/2025 Vontobel Holding Ltd.11,034$3.67M0.0%-1.0%0.010%
7/23/2025 Maryland State Retirement & Pension System5,500$1.83M0.0%+2.7%0.005%
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7/23/2025 Dempze Nancy E12,299$4.09M2.4%-11.4%0.011%
7/23/2025 Clear Creek Financial Management LLC625$208K0.0%N/A0.001%
7/23/2025 Bar Harbor Wealth Management10,136$3.37M0.2%-74.2%0.009%
7/23/2025 Puzo Michael J27,961$9.29M2.6%-16.3%0.025%
7/23/2025 Broderick Brian C38,052$12.64M2.5%-15.3%0.034%
7/23/2025 Kidder Stephen W25,196$8.37M2.5%-14.2%0.022%
7/23/2025 Somerville Kurt F50,887$16.90M2.8%-8.1%0.045%
7/23/2025 Louisiana State Employees Retirement System5,900$1.96M0.0%-3.3%0.005%
7/23/2025 DMC Group LLC1,080$359K0.3%+8.0%0.001%
7/23/2025 KLP Kapitalforvaltning AS40,970$13.61M0.1%+4.1%0.036%
7/23/2025 Roberts Wealth Advisors LLC13,169$4.37M1.3%+0.4%0.012%
7/23/2025 Trueblood Wealth Management LLC1,489$495K0.2%-1.9%0.001%
7/23/2025 Prime Capital Investment Advisors LLC20,264$6.73M0.1%-19.3%0.018%
7/22/2025 Duncan Williams Asset Management LLC875$291K0.0%N/A0.001%
7/22/2025 Valeo Financial Advisors LLC2,720$904K0.0%+34.5%0.002%
7/22/2025 DAVENPORT & Co LLC423,233$140.35M0.8%-0.2%0.375%
7/22/2025 Global Assets Advisory LLC1,694$574K0.2%N/A0.002%
7/22/2025 Grimes & Company Inc.1,897$630K0.0%-10.3%0.002%
7/22/2025 Simplicity Wealth LLC2,415$802K0.0%+173.8%0.002%
7/22/2025 Chemung Canal Trust Co.633$210K0.0%N/A0.001%
7/22/2025 Wealthcare Advisory Partners LLC1,142$379K0.0%N/A0.001%
7/22/2025 Boston Common Asset Management LLC21,797$7.24M0.2%-21.2%0.019%
7/22/2025 Talbot Financial LLC29,908$9.94M0.9%+16.3%0.027%
7/22/2025 Clarius Group LLC1,347$447K0.0%+13.7%0.001%
7/22/2025 Accel Wealth Management690$229K0.1%N/A0.001%
7/22/2025 Checchi Capital Advisers LLC1,401$465K0.0%-5.3%0.001%
7/22/2025 Penobscot Investment Management Company Inc.4,488$1.49M0.1%-4.3%0.004%
7/21/2025 Hudson Valley Investment Advisors Inc. ADV9,309$3.09M0.3%N/A0.008%
7/21/2025 111 Capital1,563$519K0.1%-67.9%0.001%
7/21/2025 Vaughan Nelson Investment Management L.P.98,456$32.70M0.3%-19.9%0.087%
7/21/2025 Ascent Group LLC4,848$1.61M0.1%+12.4%0.004%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,329$442K0.0%-2.7%0.001%
7/21/2025 Abacus Planning Group Inc.1,014$337K0.0%N/A0.001%
7/21/2025 Mirae Asset Global Investments Co. Ltd.146,707$48.73M0.2%-8.0%0.130%
7/21/2025 Lecap Asset Management Ltd.4,513$1.50M0.5%N/A0.004%
7/21/2025 ASR Vermogensbeheer N.V.26,278$8.73M0.1%-0.4%0.023%
7/21/2025 Cliftonlarsonallen Wealth Advisors LLC33,691$11.19M0.2%+0.8%0.030%
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%
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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%
(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, 1,337 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 1,129 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), International Assets Investment Management LLC ($1.23M), Accredited Investors Inc. ($1.18M), Norges Bank ($1.04M), Capital World Investors ($768.91K), 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 18,201,227 shares in the last 24 months. This purchase volume represents approximately $5.05B in transactions.

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

Of the 562 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), Voya Investment Management LLC ($643.20K), Ninety One UK Ltd ($631.04K), 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 12,036,205 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 7/26/2025 by MarketBeat.com Staff
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