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Rockwell Automation (ROK) Institutional Ownership

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$427.89 -1.24 (-0.29%)
As of 10:36 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)
854
Total
Institutional Inflows
(last 12 months)
$55.61B
Number of
Institutional Sellers
(last 12 months)
554
Total
Institutional Outflows
(last 12 months)
$3.37B
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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
9/9/2026 National Pension Service173,815$86.05M0.1%+1.6%0.157%
9/9/2026 SVB Wealth LLC1,039$514K0.0%-4.1%0.001%
9/9/2026 Pinnacle Wealth Management Advisory Group LLC2,180$1.08M0.1%+188.4%0.002%
9/9/2026 NorthRock Partners LLC1,228$608K0.0%+3.7%0.001%
9/9/2026 Integrated Wealth Concepts LLC11,271$5.58M0.0%+10.7%0.010%
9/9/2026 NewEdge Advisors LLC47,895$23.71M0.1%+38.9%0.043%
9/9/2026 IFP Advisors Inc1,801$892K0.0%-13.0%0.002%
9/9/2026 Baird Financial Group Inc.46,961$23.25M0.0%-40.7%0.042%
9/9/2026 Stableford Capital II LLC2,050$1.02M0.4%-2.1%0.002%
9/8/2026 Mraz Amerine & Associates Inc.419$207K0.0%N/A0.000%
9/8/2026 CORDA Investment Management LLC.3,216$1.59M0.1%+7.6%0.003%
9/8/2026 Allworth Financial LP5,199$2.57M0.0%+3.9%0.005%
9/8/2026 Arizona State Retirement System32,214$15.95M0.1%+5.4%0.029%
9/8/2026 Edge Wealth Management LLC450$223K0.0%N/A0.000%
9/8/2026 Waverly Advisors LLC5,076$2.51M0.0%-3.8%0.005%
9/8/2026 Paragon Capital Management Ltd408$202K0.0%N/A0.000%
9/8/2026 Empirical Finance LLC4,054$2.01M0.1%+3.3%0.004%
9/8/2026 Nykredit A S49,690$24.60M0.1%N/A0.045%
9/2/2026 Second Line Capital LLC869$430K0.1%N/A0.001%
9/2/2026 Allianz Asset Management GmbH240,247$118.94M0.1%-0.5%0.216%
8/27/2026 Corient Private Wealth LP118,165$58.50M0.1%-3.1%0.106%
8/26/2026 Amundi910,796$450.92M0.1%-8.8%0.820%
8/26/2026 Brown Financial Advisors1,730$856K0.3%-15.5%0.002%
8/26/2026 HighTower Advisors LLC176,513$87.39M0.1%+4.9%0.159%
8/25/2026 Groupe la Francaise15,750$7.80M0.1%-27.5%0.014%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al12,360$6.12M0.0%N/A0.011%
8/24/2026 California State Teachers Retirement System84,037,850$41.61B0.1%+50,536.8%75.676%
8/23/2026 DMC Group LLC1,302$645K0.4%-12.1%0.001%
8/23/2026 Ameritas Advisory Services LLC5,746$2.85M0.1%+125.4%0.005%
8/23/2026 Wedmont Private Capital3,101$1.46M0.0%+4.0%0.003%
8/23/2026 Drystone LLC23,216$11.49M9.5%-5.1%0.021%
8/23/2026 HB Wealth Management LLC4,222$2.09M0.0%+11.9%0.004%
8/23/2026 Saudi Central Bank7,865$3.89M0.1%+89.5%0.007%
8/23/2026 Fortitude Advisory Group L.L.C.1,110$549K0.2%-3.2%0.001%
8/23/2026 Angeles Wealth Management LLC534$264K0.0%N/A0.000%
8/23/2026 Azimuth Capital Investment Management LLC17,092$8.46M0.3%-5.4%0.015%
8/22/2026 Advisory Solutions Group LLC1,751$867K0.3%N/A0.002%
8/22/2026 NBH Bank142$70K0.0%N/A0.000%
8/22/2026 AlphaGrep UK Ltd694$344K0.1%N/A0.001%
8/22/2026 Raiffeisen Bank International AG104,038$50.18M0.6%-8.6%0.094%
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8/22/2026 Copley Financial Group Inc.614$304K0.1%-41.4%0.001%
8/22/2026 Sapient Capital LLC528$261K0.0%-54.4%0.000%
8/22/2026 Syon Capital LLC2,467$1.22M0.1%+16.6%0.002%
8/22/2026 denkapparat Operations GmbH2,876$1.42M0.5%+15.1%0.003%
8/22/2026 TD Waterhouse Canada Inc.7,861$3.80M0.0%-3.7%0.007%
8/22/2026 Premier Path Wealth Partners LLC1,398$692K0.1%+11.0%0.001%
8/22/2026 Concurrent Investment Advisors LLC4,682$2.32M0.0%+2.7%0.004%
8/22/2026 NEOS Investment Management LLC17,572$8.70M0.0%+14.8%0.016%
8/21/2026 High Net Worth Advisory Group LLC1,288$638K0.1%N/A0.001%
8/21/2026 Strengthening Families & Communities LLC3,650$1.81M0.4%+5.6%0.003%
8/21/2026 Continuum Advisory LLC315$156K0.0%N/A0.000%
8/21/2026 Nykredit A S55,763$27.61M0.1%N/A0.050%
8/21/2026 B. Metzler seel. Sohn & Co. AG27,617$13.67M0.1%+1.8%0.025%
8/21/2026 Natural Investments LLC3,336$1.65M0.4%+33.9%0.003%
8/21/2026 XML Financial LLC1,488$737K0.1%-6.3%0.001%
8/21/2026 Beacon Financial Advisory LLC526$260K0.1%N/A0.000%
8/21/2026 Symphony Financial Ltd. Co.1,546$746K0.1%+19.1%0.001%
8/20/2026 Proficio Capital Partners LLC903$447K0.0%N/A0.001%
8/20/2026 Nwam LLC17,510$8.67M0.4%+184.5%0.016%
8/20/2026 Clifford Swan Investment Counsel LLC1,199$594K0.0%-2.0%0.001%
8/20/2026 Ancora Advisors LLC5,023$2.49M0.0%-16.2%0.005%
8/20/2026 Benjamin Edwards Inc.5,633$2.79M0.0%-0.9%0.005%
8/20/2026 GTS Securities LLC731$362K0.0%-22.9%0.001%
8/20/2026 Cookson Peirce & Co. Inc.4,874$2.41M0.1%+13.9%0.004%
8/20/2026 Nichols & Pratt Advisers LLP MA540$267K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.29,714$14.71M0.0%+46.2%0.027%
8/20/2026 Wedbush Securities Inc.3,685$1.82M0.0%+12.0%0.003%
8/20/2026 Meiji Yasuda Life Insurance Co1,984$982K0.0%N/A0.002%
8/20/2026 Greenwood Capital Associates LLC4,640$2.30M0.2%N/A0.004%
8/19/2026 Capital Advisors Inc. OK149,600$74.06M1.1%+1.4%0.135%
8/19/2026 Trustmark Bank Trust Department585$290K0.0%N/A0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,074,596$532.01M0.1%-6.4%0.968%
8/19/2026 New Mexico Educational Retirement Board5,576$2.76M0.1%+7.7%0.005%
8/19/2026 Royal London Asset Management Ltd.59,037$29.23M0.1%-0.2%0.053%
8/19/2026 Mufg Securities Americas Inc.3,352$1.66M0.1%+7.8%0.003%
8/19/2026 Van ECK Associates Corp27,244$13.49M0.0%-10.7%0.025%
8/19/2026 Nissay Asset Management Corp Japan67,367$33.35M0.1%+63.4%0.061%
8/19/2026 BNP Paribas8,595$4.19M0.1%+15.3%0.008%
8/19/2026 Hsbc Holdings PLC472,888$233.96M0.1%+16.3%0.426%
8/19/2026 Wellington Management Group LLP3,020$1.50M0.0%+6.4%0.003%
8/19/2026 Lombard Odier Asset Management Europe Ltd43,582$21.58M0.1%+20.4%0.039%
8/19/2026 Archer Investment Corp145$72K0.0%N/A0.000%
8/19/2026 Archer Investment Corp830$411K0.1%+1,744.4%0.001%
8/19/2026 Kingsview Wealth Management LLC1,442$714K0.0%-26.0%0.001%
8/18/2026 Beacon Pointe Advisors LLC3,309$1.64M0.0%-7.1%0.003%
8/18/2026 Rakuten Investment Management Inc.18,263$8.81M0.0%+9.5%0.016%
8/18/2026 North Star Asset Management Inc.46,633$23.09M0.9%-3.9%0.042%
8/18/2026 Empowered Funds LLC25,938$12.84M0.1%+159.8%0.023%
8/18/2026 United Capital Financial Advisors LLC5,155$2.55M0.0%+11.2%0.005%
8/18/2026 Equitable Holdings Inc.4,302$2.13M0.0%-15.8%0.004%
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8/18/2026 Centaurus Financial Inc.3,996$1.98M0.1%-1.1%0.004%
8/18/2026 Integrated Investment Consultants LLC548$271K0.1%-37.6%0.000%
8/18/2026Jefferies Financial Group Inc.7,385$3.66M0.0%+12.3%0.007%
8/18/2026 Public Employees Retirement System of Ohio52,629$26.06M0.1%-4.2%0.047%
8/17/2026 Capstone Investment Advisors LLC961$476K0.0%+33.8%0.001%
8/17/2026 Proficio Capital Partners LLC903$447K0.0%N/A0.001%
8/17/2026 Pure Financial Advisors LLC4,294$2.13M0.0%+124.9%0.004%
8/17/2026 Transamerica Financial Advisors LLC108$54K0.0%+74.2%0.000%
8/17/2026 Corient Private Wealth LP120,363$59.59M0.0%-1.3%0.108%
8/17/2026 Corient Private Wealth LP121,128$59.97M0.0%N/A0.109%


ROK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,465 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were California State Teachers Retirement System ($41.61B), BlackRock Inc. ($6.13B), Vanguard Group Inc. ($5.53B), State Street Corp ($1.94B), Morgan Stanley ($1.14B), Geode Capital Management LLC ($1.13B), and Goldman Sachs Group Inc. ($818.99M).Learn more on Rockwell Automation's institutional investors.

75.75% of Rockwell Automation's stock is owned by institutional investors. Learn more on ROK's institutional investor holdings.

Of the 1,264 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: California State Teachers Retirement System ($83.87M), BlackRock Inc. ($12.38M), Norges Bank ($3.69M), Accredited Investors Inc. ($1.18M), Northwestern Mutual Wealth Management Co. ($933.36K), International Assets Investment Management LLC ($933.03K), and Legal & General Group Plc ($841.50K).

Institutional investors have bought a total of 115,512,101 shares in the last 24 months. This purchase volume represents approximately $55.61B in transactions.

Of the 554 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 ($1.76M), Lazard Asset Management LLC ($1.24M), Marshall Wace LLP ($402.04K), Assenagon Asset Management S.A. ($344.52K), Alecta Tjanstepension Omsesidigt ($339.60K), Amundi ($301.29K), and Royal Bank of Canada ($296.71K).

Institutional investors have sold a total of 9,010,423 shares in the last 24 months. This volume of shares sold represents approximately $3.37B in transactions.


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Institutional ownership data for NYSE:ROK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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