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Rockwell Automation (ROK) Institutional Ownership

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$351.23 +7.22 (+2.10%)
Closing price 10/15/2025 03:59 PM Eastern
Extended Trading
$350.89 -0.34 (-0.10%)
As of 05:31 AM 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)
844
Total
Institutional Inflows
(last 12 months)
$6.22B
Number of
Institutional Sellers
(last 12 months)
591
Total
Institutional Outflows
(last 12 months)
$3.68B
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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
10/15/2025CWM LLC3,073$1.07M0.0%+11.2%0.003%
10/15/2025Pacer Advisors Inc.9,249$3.23M0.0%-22.2%0.008%
10/15/2025BSW Wealth Partners905$316K0.0%+22.5%0.001%
10/15/2025Whitener Capital Management Inc.14,930$5.22M1.2%+0.2%0.013%
10/15/2025Bar Harbor Wealth Management10,229$3.58M0.2%+0.9%0.009%
10/15/2025Marshall & Sullivan Inc. WA722$252K0.1%-24.0%0.001%
10/15/2025World Investment Advisors1,166$407K0.0%-11.9%0.001%
10/15/2025Brookstone Capital Management1,139$398K0.0%+3.5%0.001%
10/15/2025Private Trust Co. NA2,998$1.05M0.1%-5.6%0.003%
10/15/2025Swedbank AB52,257$18.27M0.0%-1.1%0.046%
10/15/2025Vontobel Holding Ltd.10,210$3.57M0.0%-7.5%0.009%
10/15/2025Strong Tower Advisory Services3,006$1.05M0.2%+5.2%0.003%
10/15/2025DAVENPORT & Co LLC418,828$145.87M0.8%-1.0%0.373%
10/15/2025IFM Investors Pty Ltd23,005$7.90M0.1%+6.2%0.020%
10/14/2025 GLOBALT Investments LLC GA1,365$477K0.0%-8.4%0.001%
10/14/2025 Ellenbecker Investment Group1,754$613K0.1%-13.0%0.002%
10/14/2025 True North Advisors LLC776$271K0.0%+12.3%0.001%
10/14/2025 Yousif Capital Management LLC13,247$4.63M0.0%-5.8%0.012%
10/14/2025 Farther Finance Advisors LLC2,539$887K0.0%+8.0%0.002%
10/14/2025 HBK Sorce Advisory LLC3,706$1.29M0.0%+89.6%0.003%
10/14/2025 M. Kraus & Co32,334$11.30M3.1%-0.8%0.029%
10/14/2025 Exchange Traded Concepts LLC56,650$19.80M0.2%+7.0%0.050%
10/14/2025 Riverbridge Partners LLC6,806$2.38M0.0%-2.6%0.006%
10/14/2025 S.E.E.D. Planning Group LLC868$303K0.1%-53.3%0.001%
10/14/2025 Hall Laurie J Trustee16,942$5.92M1.9%-1.1%0.015%
10/14/2025 Brighton Jones LLC1,473$515K0.0%+6.2%0.001%
10/14/2025 Foster Group Inc.900$315K0.0%-12.3%0.001%
10/14/2025 Clarius Group LLC808$282K0.0%-40.0%0.001%
10/10/2025 USA Financial Formulas1,594$557K0.1%N/A0.001%
10/10/2025 Flputnam Investment Management Co.2,069$723K0.0%-2.5%0.002%
10/10/2025 Congress Asset Management Co.2,322$812K0.0%-14.1%0.002%
10/9/2025 Bartlett & CO. Wealth Management LLC30,029$10.50M0.1%-3.8%0.027%
10/9/2025 L. Roy Papp & Associates LLP22,232$7.77M0.9%+5.7%0.020%
10/9/2025 Astoria Portfolio Advisors LLC.1,490$519K0.1%-4.6%0.001%
10/9/2025 U.S. Capital Wealth Advisors LLC1,040$364K0.0%+11.1%0.001%
10/9/2025 Voya Investment Management LLC514,469$179.82M0.2%+94.8%0.458%
10/9/2025 Dynamic Advisor Solutions LLC1,015$355K0.0%+3.3%0.001%
10/9/2025 Buckhead Capital Management LLC9,421$3.29M1.2%-19.4%0.008%
10/9/2025 Whalen Wealth Management Inc.790$276K0.2%N/A0.001%
10/8/2025 Talbot Financial LLC32,270$11.28M1.0%+7.9%0.029%
10/8/2025 Kwmg LLC21,701$7.59M0.7%+1.3%0.019%
10/8/2025 Wedmont Private Capital2,819$970K0.0%-6.5%0.003%
10/8/2025 Czech National Bank28,556$9.98M0.1%+3.6%0.025%
10/8/2025 Accel Wealth Management605$211K0.1%-12.3%0.001%
10/7/2025 Acropolis Investment Management LLC2,396$796K0.0%+4.5%0.002%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.91$32K0.1%+468.8%0.000%
10/7/2025 Assenagon Asset Management S.A.235,307$82.25M0.1%+16.0%0.209%
10/6/2025 Fragasso Financial Advisors Inc902$315K0.0%+3.6%0.001%
10/6/2025 Gradient Investments LLC40,058$14.00M0.2%+2,701.3%0.036%
10/6/2025 AssuredPartners Investment Advisors LLC719$251K0.1%N/A0.001%
10/6/2025 Venture Visionary Partners LLC5,953$2.08M0.1%+5.6%0.005%
10/3/2025 Aaron Wealth Advisors LLC608$213K0.0%N/A0.001%
10/2/2025 Central Pacific Bank Trust Division4,516$1.58M0.2%+3.4%0.004%
10/2/2025 GAMMA Investing LLC3,163$1.11M0.1%+11.7%0.003%
10/2/2025 Capital Asset Advisory Services LLC2,979$1.04M0.0%N/A0.003%
10/1/2025 Jacobs & Co. CA29,369$10.27M1.0%-3.4%0.026%
10/1/2025 Farmers Trust Co.600$210K0.0%N/A0.001%
9/26/2025Corient Private Wealth LLC91,895$30.53M0.0%-7.7%0.082%
9/24/2025Texas Permanent School Fund Corp16,878$5.61M0.1%+4.1%0.015%
9/22/2025Caldwell Trust Co1,017$338K0.0%N/A0.001%
9/12/2025Valeo Financial Advisors LLC2,920$970K0.0%+44.4%0.003%
9/9/2025NWF Advisory Services Inc.627$208K0.0%N/A0.001%
9/4/2025Reynders McVeigh Capital Management LLC199,069$66.13M3.3%-0.8%0.177%
9/4/2025SevenBridge Financial Group LLC812$276K0.0%-7.4%0.001%
9/4/2025Osaic Holdings Inc.42,430$13.72M0.0%+14.1%0.038%
8/29/2025Centaurus Financial Inc.4,622$1.54M0.1%-18.2%0.004%
8/27/2025Orion Porfolio Solutions LLC15,282$5.08M0.0%+12.0%0.014%
8/26/2025Thrivent Financial for Lutherans457,689$152.03M0.3%-11.0%0.407%
8/22/2025Stance Capital LLC7,840$2.60M1.0%N/A0.007%
8/20/2025Kentucky Retirement Systems7,243$2.41M0.1%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund3,075$1.02M0.1%-6.4%0.003%
8/19/2025B. Riley Wealth Advisors Inc.1,585$527K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC11,134$3.92M0.1%+361.8%0.010%
8/19/2025State of Wyoming1,156$384K0.0%N/A0.001%
8/19/2025Pitcairn Co.861$286K0.0%-13.6%0.001%
8/18/2025Westwood Holdings Group Inc.3,575$1.19M0.0%-26.7%0.003%
8/18/2025Caxton Associates LLP5,187$1.72M0.0%+38.7%0.005%
8/18/2025CYBER HORNET ETFs LLC301$100K0.1%N/A0.000%
8/18/2025Second Line Capital LLC913$303K0.1%-8.2%0.001%
8/18/2025Rexford Capital Inc.100$33K0.0%N/A0.000%
8/16/2025Public Sector Pension Investment Board8,527$2.83M0.0%-44.5%0.008%
8/15/2025CANADA LIFE ASSURANCE Co238,949$79.45M0.1%+51.9%0.213%
8/15/2025Tower Research Capital LLC TRC 3,805$1.26M0.0%+2.2%0.003%
8/15/2025MUFG Securities EMEA plc333$111K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC91,894$30.53M0.0%-7.7%0.082%
8/15/2025State of Tennessee Department of Treasury59,420$19.74M0.1%+45.8%0.053%
8/15/2025Sender Co & Partners Inc.953$317K0.1%-45.2%0.001%
8/15/2025Captrust Financial Advisors31,574$10.49M0.0%+6.2%0.028%
8/15/2025Keel Point LLC1,159$385K0.0%+4.3%0.001%
8/15/2025Alaethes Wealth LLC6,010$2.00M0.6%+3.2%0.005%
8/15/2025Vident Advisory LLC14,362$4.77M0.1%+110.5%0.013%
8/15/2025Voleon Capital Management LP1,507$501K0.0%N/A0.001%
8/15/2025Tidal Investments LLC15,771$5.24M0.0%+60.3%0.014%
8/15/2025Smartleaf Asset Management LLC1,389$458K0.0%-13.6%0.001%
8/15/2025Snowden Capital Advisors LLC2,214$735K0.0%+18.4%0.002%
8/15/2025Sompo Asset Management Co. Ltd.30,235$10.04M1.7%+1.6%0.027%
8/15/2025Royal London Asset Management Ltd.52,993$17.60M0.0%-3.5%0.047%
8/15/2025Rafferty Asset Management LLC11,215$3.73M0.0%+20.7%0.010%
8/15/2025Ruggaard & Associates LLC687$228K0.1%N/A0.001%
8/15/2025Sandler Capital Management6,625$2.20M0.6%N/A0.006%
(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, 1,371 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 ($661.69M).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 1,164 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 ($703.71K).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 21,281,225 shares in the last 24 months. This purchase volume represents approximately $6.22B in transactions.

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

Of the 588 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 12,987,469 shares in the last 24 months. This volume of shares sold represents approximately $3.68B in transactions.


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This page (NYSE:ROK) was last updated on 10/16/2025 by MarketBeat.com Staff
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