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Rockwell Automation (ROK) Institutional Ownership

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$430.86 -0.36 (-0.08%)
As of 02:39 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)
857
Total
Institutional Inflows
(last 12 months)
$14.21B
Number of
Institutional Sellers
(last 12 months)
554
Total
Institutional Outflows
(last 12 months)
$3.40B
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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
9/23/2026QRG Capital Management Inc.3,968$1.96M0.0%+10.5%0.004%
9/23/2026Envestnet Asset Management Inc.157,868$78.16M0.0%-0.6%0.142%
9/22/2026Andra AP fonden8,963$4.44M0.0%-84.2%0.008%
9/22/2026State Street Corp5,323,990$2.64B0.1%+5.3%4.794%
9/18/2026Security National Bank of SO Dak206$102K0.0%N/A0.000%
9/15/2026Reynders McVeigh Capital Management LLC197,440$97.75M4.0%+0.1%0.178%
9/11/2026Bullseye Investment Management LLC242$120K0.1%N/A0.000%
9/11/2026Smith Chas P & Associates PA Cpas478$237K0.0%N/A0.000%
9/9/2026Bouchey Financial Group Ltd.425$210K0.0%N/A0.000%
9/9/2026The Manufacturers Life Insurance Company78,774$39.00M0.0%-13.5%0.071%
9/9/2026Sequoia Financial Advisors LLC91,971$45.53M0.2%+559.8%0.083%
9/9/2026Tidal Investments LLC58,206$28.82M0.0%+21.7%0.052%
9/9/2026IPG Investment Advisors LLC4,750$2.35M0.3%N/A0.004%
9/9/2026MCF Advisors LLC4,784$2.37M0.1%+0.8%0.004%
9/9/2026Lotus Asset Management LLC491$243K0.2%N/A0.000%
9/9/2026National Pension Service173,815$86.05M0.1%+1.6%0.157%
9/9/2026SVB Wealth LLC1,039$514K0.0%-4.1%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC2,180$1.08M0.1%+188.4%0.002%
9/9/2026NorthRock Partners LLC1,228$608K0.0%+3.7%0.001%
9/9/2026Integrated Wealth Concepts LLC11,271$5.58M0.0%+10.7%0.010%
9/9/2026NewEdge Advisors LLC47,895$23.71M0.1%+38.9%0.043%
9/9/2026IFP Advisors Inc1,801$892K0.0%-13.0%0.002%
9/9/2026Baird Financial Group Inc.46,961$23.25M0.0%-40.7%0.042%
9/9/2026Stableford Capital II LLC2,050$1.02M0.4%-2.1%0.002%
9/8/2026Mraz Amerine & Associates Inc.419$207K0.0%N/A0.000%
9/8/2026CORDA Investment Management LLC.3,216$1.59M0.1%+7.6%0.003%
9/8/2026Allworth Financial LP5,199$2.57M0.0%+3.9%0.005%
9/8/2026Arizona State Retirement System32,214$15.95M0.1%+5.4%0.029%
9/8/2026Edge Wealth Management LLC450$223K0.0%N/A0.000%
9/8/2026Waverly Advisors LLC5,076$2.51M0.0%-3.8%0.005%
9/8/2026Paragon Capital Management Ltd408$202K0.0%N/A0.000%
9/8/2026Empirical Finance LLC4,054$2.01M0.1%+3.3%0.004%
9/8/2026Nykredit A S49,690$24.60M0.1%N/A0.045%
9/2/2026Second Line Capital LLC869$430K0.1%N/A0.001%
9/2/2026Allianz Asset Management GmbH240,247$118.94M0.1%-0.5%0.216%
8/27/2026Corient Private Wealth LP118,165$58.50M0.1%-3.1%0.106%
8/26/2026Amundi910,796$450.92M0.1%-8.8%0.820%
8/26/2026Brown Financial Advisors1,730$856K0.3%-15.5%0.002%
8/26/2026HighTower Advisors LLC176,513$87.39M0.1%+4.9%0.159%
8/25/2026Groupe la Francaise15,750$7.80M0.1%-27.5%0.014%
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8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al12,360$6.12M0.0%N/A0.011%
8/23/2026DMC Group LLC1,302$645K0.4%-12.1%0.001%
8/23/2026Ameritas Advisory Services LLC5,746$2.85M0.1%+125.4%0.005%
8/23/2026Wedmont Private Capital3,101$1.46M0.0%+4.0%0.003%
8/23/2026Drystone LLC23,216$11.49M9.5%-5.1%0.021%
8/23/2026HB Wealth Management LLC4,222$2.09M0.0%+11.9%0.004%
8/23/2026Saudi Central Bank7,865$3.89M0.1%+89.5%0.007%
8/23/2026Fortitude Advisory Group L.L.C.1,110$549K0.2%-3.2%0.001%
8/23/2026Angeles Wealth Management LLC534$264K0.0%N/A0.000%
8/23/2026Azimuth Capital Investment Management LLC17,092$8.46M0.3%-5.4%0.015%
8/22/2026Advisory Solutions Group LLC1,751$867K0.3%N/A0.002%
8/22/2026NBH Bank142$70K0.0%N/A0.000%
8/22/2026AlphaGrep UK Ltd694$344K0.1%N/A0.001%
8/22/2026Raiffeisen Bank International AG104,038$50.18M0.6%-8.6%0.094%
8/22/2026Copley Financial Group Inc.614$304K0.1%-41.4%0.001%
8/22/2026Sapient Capital LLC528$261K0.0%-54.4%0.000%
8/22/2026Syon Capital LLC2,467$1.22M0.1%+16.6%0.002%
8/22/2026denkapparat Operations GmbH2,876$1.42M0.5%+15.1%0.003%
8/22/2026TD Waterhouse Canada Inc.7,861$3.80M0.0%-3.7%0.007%
8/22/2026Premier Path Wealth Partners LLC1,398$692K0.1%+11.0%0.001%
8/22/2026Concurrent Investment Advisors LLC4,682$2.32M0.0%+2.7%0.004%
8/22/2026NEOS Investment Management LLC17,572$8.70M0.0%+14.8%0.016%
8/21/2026High Net Worth Advisory Group LLC1,288$638K0.1%N/A0.001%
8/21/2026Strengthening Families & Communities LLC3,650$1.81M0.4%+5.6%0.003%
8/21/2026Continuum Advisory LLC315$156K0.0%N/A0.000%
8/21/2026Nykredit A S55,763$27.61M0.1%N/A0.050%
8/21/2026B. Metzler seel. Sohn & Co. AG27,617$13.67M0.1%+1.8%0.025%
8/21/2026Natural Investments LLC3,336$1.65M0.4%+33.9%0.003%
8/21/2026XML Financial LLC1,488$737K0.1%-6.3%0.001%
8/21/2026Beacon Financial Advisory LLC526$260K0.1%N/A0.000%
8/21/2026Symphony Financial Ltd. Co.1,546$746K0.1%+19.1%0.001%
8/20/2026Proficio Capital Partners LLC903$447K0.0%N/A0.001%
8/20/2026Nwam LLC17,510$8.67M0.4%+184.5%0.016%
8/20/2026Clifford Swan Investment Counsel LLC1,199$594K0.0%-2.0%0.001%
8/20/2026Ancora Advisors LLC5,023$2.49M0.0%-16.2%0.005%
8/20/2026Benjamin Edwards Inc.5,633$2.79M0.0%-0.9%0.005%
8/20/2026GTS Securities LLC731$362K0.0%-22.9%0.001%
8/20/2026Cookson Peirce & Co. Inc.4,874$2.41M0.1%+13.9%0.004%
8/20/2026Nichols & Pratt Advisers LLP MA540$267K0.0%N/A0.000%
8/20/2026Northwestern Mutual Wealth Management Co.29,714$14.71M0.0%+46.2%0.027%
8/20/2026Wedbush Securities Inc.3,685$1.82M0.0%+12.0%0.003%
8/20/2026Meiji Yasuda Life Insurance Co1,984$982K0.0%N/A0.002%
8/20/2026Greenwood Capital Associates LLC4,640$2.30M0.2%N/A0.004%
8/19/2026Capital Advisors Inc. OK149,600$74.06M1.1%+1.4%0.135%
8/19/2026Trustmark Bank Trust Department585$290K0.0%N/A0.001%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,074,596$532.01M0.1%-6.4%0.968%
8/19/2026New Mexico Educational Retirement Board5,576$2.76M0.1%+7.7%0.005%
8/19/2026Royal London Asset Management Ltd.59,037$29.23M0.1%-0.2%0.053%
8/19/2026Mufg Securities Americas Inc.3,352$1.66M0.1%+7.8%0.003%
8/19/2026Van ECK Associates Corp27,244$13.49M0.0%-10.7%0.025%
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8/19/2026Nissay Asset Management Corp Japan67,367$33.35M0.1%+63.4%0.061%
8/19/2026BNP Paribas8,595$4.19M0.1%+15.3%0.008%
8/19/2026Hsbc Holdings PLC472,888$233.96M0.1%+16.3%0.426%
8/19/2026Wellington Management Group LLP3,020$1.50M0.0%+6.4%0.003%
8/19/2026Lombard Odier Asset Management Europe Ltd43,582$21.58M0.1%+20.4%0.039%
8/19/2026Archer Investment Corp145$72K0.0%N/A0.000%
8/19/2026Archer Investment Corp830$411K0.1%+1,744.4%0.001%
8/19/2026Kingsview Wealth Management LLC1,442$714K0.0%-26.0%0.001%
8/18/2026Beacon Pointe Advisors LLC3,309$1.64M0.0%-7.1%0.003%
8/18/2026Rakuten Investment Management Inc.18,263$8.81M0.0%+9.5%0.016%


ROK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,470 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were BlackRock Inc. ($6.13B), Vanguard Group Inc. ($5.53B), State Street Corp ($2.64B), Morgan Stanley ($1.14B), Geode Capital Management LLC ($1.13B), Goldman Sachs Group Inc. ($818.99M), and Norges Bank ($615.60M).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 1,269 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: 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), Legal & General Group Plc ($841.50K), and Hsbc Holdings PLC ($780.62K).

Institutional investors have bought a total of 31,999,205 shares in the last 24 months. This purchase volume represents approximately $14.21B 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 9,063,698 shares in the last 24 months. This volume of shares sold represents approximately $3.40B 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 9/23/2026. New 13F filings are added each quarter as they're published.
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