Rockwell Automation (ROK) Institutional Ownership

$277.21

+6.21 (+2.29%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 75.75%
Number of Institutional Buyers (last 12 months): 706
Total Institutional Inflows (last 12 months): $4.49B

Number of Institutional Sellers (last 12 months): 490
Total Institutional Outflows (last 12 months): $2.96B

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ROK Institutional Buying and Selling by Quarter

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Rockwell Automation Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Harbour Investments Inc.	1,474	$406K	0.0%	-3.7%	0.001%
7/26/2024	Klein Pavlis & Peasley Financial Inc.	4,353	$1.20M	1.1%	+17.0%	0.004%
7/26/2024	Cambridge Investment Research Advisors Inc.	11,472	$3.16M	0.0%	-32.1%	0.010%
7/26/2024	Atomi Financial Group Inc.	1,164	$320K	0.0%	-9.7%	0.001%
7/26/2024	GAM Holding AG	9,108	$2.51M	0.2%	-17.7%	0.008%
7/26/2024	Allspring Global Investments Holdings LLC	6,747	$1.86M	0.0%	+8.3%	0.006%
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7/26/2024	State of Michigan Retirement System	33,113	$9.12M	0.0%	+5.4%	0.029%
7/26/2024	Pegasus Asset Management Inc.	11,012	$3.03M	1.2%	+4.6%	0.010%
7/26/2024	Bailard Inc.	21,177	$5.83M	0.2%	-10.2%	0.019%
7/26/2024	Bank of New York Mellon Corp	842,012	$231.79M	0.0%	+6.2%	0.739%
7/26/2024	EFG Asset Management North America Corp.	9,975	$2.74M	0.5%	-13.6%	0.009%
7/25/2024	Addison Capital Co	3,106	$855K	0.4%	+37.4%	0.003%
7/25/2024	Raymond James Trust N.A.	1,085	$299K	0.0%	-32.2%	0.001%
7/25/2024	Calamos Advisors LLC	59,294	$16.32M	0.1%	+0.7%	0.052%
7/25/2024	Northcape Wealth Management LLC	6,301	$1.74M	0.6%	+1.0%	0.006%
7/25/2024	Silvant Capital Management LLC	21,702	$5.97M	0.3%	-0.3%	0.019%
7/25/2024	Ceredex Value Advisors LLC	149,325	$41.11M	0.8%	-35.8%	0.131%
7/25/2024	Mn Services Vermogensbeheer B.V.	45,002	$12.39M	0.1%	-2.8%	0.039%
7/25/2024	Bank Pictet & Cie Europe AG	4,048	$1.11M	0.0%	+10.4%	0.004%
7/25/2024	Banque Pictet & Cie SA	28,807	$7.93M	0.1%	+9.2%	0.025%
7/24/2024	Retirement Systems of Alabama	25,147	$6.92M	0.0%	-0.6%	0.022%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	47,629	$13.11M	0.1%	-10.6%	0.042%
7/24/2024	Avitas Wealth Management LLC	1,529	$421K	0.1%	-5.8%	0.001%
7/24/2024	Catalina Capital Group LLC	754	$208K	0.1%	-11.4%	0.001%
7/24/2024	L. Roy Papp & Associates LLP	16,753	$4.61M	0.6%	+2.6%	0.015%
7/24/2024	New York State Teachers Retirement System	100,954	$27.79M	0.1%	-5.3%	0.089%
7/24/2024	Bay Colony Advisory Group Inc d b a Bay Colony Advisors	1,359	$374K	0.1%	-53.3%	0.001%
7/24/2024	Louisiana State Employees Retirement System	6,400	$1.76M	0.0%	-4.5%	0.006%
7/24/2024	&PARTNERS	1,036	$285K	0.0%	N/A	0.001%
7/24/2024	Cultivar Capital Inc.	166	$46K	0.0%	N/A	0.000%
7/23/2024	1620 Investment Advisors Inc.	654	$180K	0.1%	N/A	0.001%
7/23/2024	Moss Adams Wealth Advisors LLC	2,127	$586K	0.1%	-1.9%	0.002%
7/23/2024	American National Bank	1,615	$445K	0.1%	+82.7%	0.001%
7/23/2024	Courier Capital LLC	5,910	$1.63M	0.1%	-6.4%	0.005%
7/23/2024	Rockland Trust Co.	27,268	$7.51M	0.4%	-17.7%	0.024%
7/23/2024	KG&L Capital Management LLC	1,771	$488K	0.2%	+17.9%	0.002%
7/23/2024	Fifth Third Wealth Advisors LLC	1,063	$293K	0.0%	N/A	0.001%
7/23/2024	XML Financial LLC	1,640	$451K	0.0%	-15.5%	0.001%
7/22/2024	Atria Wealth Solutions Inc.	9,122	$2.51M	0.0%	+4.6%	0.008%
7/22/2024	Fifth Third Bancorp	5,171	$1.42M	0.0%	-76.0%	0.005%
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7/22/2024	Chevy Chase Trust Holdings LLC	62,680	$17.26M	0.1%	-1.9%	0.055%
7/22/2024	Focus Financial Network Inc.	1,875	$540K	0.0%	+45.3%	0.002%
7/22/2024	Kraft Asset Management LLC	1,448	$399K	0.3%	N/A	0.001%
7/22/2024	Carnegie Investment Counsel	92,269	$25.40M	0.8%	-0.4%	0.081%
7/22/2024	SeaCrest Wealth Management LLC	1,218	$335K	0.0%	+10.7%	0.001%
7/22/2024	Cidel Asset Management Inc.	30,033	$8.27M	0.6%	-37.8%	0.026%
7/22/2024	Dakota Wealth Management	2,228	$613K	0.0%	-11.4%	0.002%
7/22/2024	Ninety One UK Ltd	968,759	$266.68M	0.7%	-2.6%	0.850%
7/22/2024	Ninety One North America Inc.	54,751	$15.07M	0.8%	+92.4%	0.048%
7/20/2024	First Citizens Bank & Trust Co.	2,908	$801K	0.0%	-13.6%	0.003%
7/20/2024	First Horizon Advisors Inc.	138	$38K	0.0%	-84.6%	0.000%
7/20/2024	Parsons Capital Management Inc. RI	1,072	$295K	0.0%	-5.3%	0.001%
7/20/2024	Nisa Investment Advisors LLC	28,972	$7.98M	0.1%	+9.1%	0.025%
7/19/2024	Western Wealth Management LLC	2,774	$764K	0.1%	+6.9%	0.002%
7/19/2024	Smithbridge Asset Management Inc. DE	10,720	$2.95M	0.6%	+4.9%	0.009%
7/19/2024	Raymond James & Associates	55,753	$15.35M	0.0%	-20.9%	0.049%
7/19/2024	OFI Invest Asset Management	1,663	$427K	0.0%	+145.3%	0.001%
7/19/2024	Boston Trust Walden Corp	28,855	$7.94M	0.1%	+2.1%	0.025%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	945,244	$260.21M	0.2%	-1.1%	0.829%
7/19/2024	Sumitomo Life Insurance Co.	9,933	$2.73M	0.1%	+2.4%	0.009%
7/18/2024	Brookstone Capital Management	1,012	$291K	0.0%	-44.2%	0.001%
7/18/2024	Blue Trust Inc.	392	$114K	0.0%	+203.9%	0.000%
7/18/2024	Pure Financial Advisors LLC	1,613	$444K	0.0%	+2.7%	0.001%
7/18/2024	S.E.E.D. Planning Group LLC	2,028	$558K	0.2%	+9.8%	0.002%
7/18/2024	Assenagon Asset Management S.A.	18,909	$5.21M	0.0%	+128.0%	0.017%
7/18/2024	Swedbank AB	349,105	$96.10M	0.1%	-14.1%	0.306%
7/17/2024	Loring Wolcott & Coolidge Fiduciary Advisors LLP MA	25,645	$7.55M	0.1%	+4.8%	0.022%
7/17/2024	Quantum Private Wealth LLC	3,463	$953K	0.3%	+21.4%	0.003%
7/17/2024	Bar Harbor Wealth Management	1,778	$489K	0.0%	-29.6%	0.002%
7/17/2024	Trivant Custom Portfolio Group LLC	5,746	$1.58M	1.0%	+4.7%	0.005%
7/17/2024	Whitener Capital Management Inc.	15,432	$4.25M	1.3%	+1.3%	0.014%
7/17/2024	J.Safra Asset Management Corp	957	$263K	0.0%	+17.4%	0.001%
7/17/2024	Chemung Canal Trust Co.	1,609	$443K	0.1%	-19.6%	0.001%
7/17/2024	AdvisorNet Financial Inc	846	$233K	0.0%	-8.6%	0.001%
7/16/2024	Envestnet Portfolio Solutions Inc.	5,915	$1.63M	0.0%	+12.6%	0.005%
7/16/2024	ORG Partners LLC	367	$97K	0.0%	N/A	0.000%
7/16/2024	Bill Few Associates Inc.	13,947	$3.84M	1.5%	-0.4%	0.012%
7/16/2024	V Square Quantitative Management LLC	3,087	$850K	0.1%	+20.9%	0.003%
7/16/2024	Great Valley Advisor Group Inc.	1,886	$519K	0.0%	+7.3%	0.002%
7/16/2024	Wealth Enhancement Advisory Services LLC	18,426	$5.07M	0.0%	+9.8%	0.016%
7/16/2024	NorthCrest Asset Manangement LLC	30,869	$8.50M	0.3%	+1.1%	0.027%
7/16/2024	Andina Capital Management LLC	1,115	$307K	0.2%	+8.8%	0.001%
7/16/2024	Diversified Trust Co	4,874	$1.34M	0.0%	-50.1%	0.004%
7/16/2024	Wedmont Private Capital	3,115	$883K	0.1%	-14.5%	0.003%
7/16/2024	Sequoia Financial Advisors LLC	4,427	$1.22M	0.0%	-5.6%	0.004%
7/16/2024	Strong Tower Advisory Services	1,712	$471K	0.2%	+6.8%	0.002%
7/15/2024	Dynamic Advisor Solutions LLC	1,404	$387K	0.0%	-4.0%	0.001%
7/15/2024	Northwest Investment Counselors LLC	13,178	$3.63M	0.9%	+4.6%	0.012%
7/15/2024	Securian Asset Management Inc.	6,537	$1.80M	0.1%	-3.0%	0.006%
7/15/2024	InTrack Investment Management Inc	2,159	$594K	0.4%	+27.8%	0.002%
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7/15/2024	Czech National Bank	21,725	$5.98M	0.1%	+7.8%	0.019%
7/12/2024	Jacobs & Co. CA	21,769	$5.99M	0.6%	+2,461.1%	0.019%
7/12/2024	Cabot Wealth Management Inc.	45,254	$12.46M	1.6%	-0.3%	0.040%
7/12/2024	SG Americas Securities LLC	8,840	$2.43M	0.0%	-40.0%	0.008%
7/12/2024	Kwmg LLC	20,205	$5.56M	0.6%	+5.9%	0.018%
7/12/2024	Annex Advisory Services LLC	1,872	$515K	0.0%	-17.6%	0.002%
7/12/2024	Cliftonlarsonallen Wealth Advisors LLC	33,590	$9.25M	0.2%	+0.7%	0.029%
7/11/2024	OLD National Bancorp IN	970	$267K	0.0%	-40.4%	0.001%
7/11/2024	BDF Gestion	6,176	$1.70M	0.2%	N/A	0.005%
7/11/2024	Global Trust Asset Management LLC	839	$231K	0.1%	+20,875.0%	0.001%

(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, 1,211 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. ($4.09B), BlackRock Inc. ($3.01B), Price T Rowe Associates Inc. MD ($1.61B), State Street Corp ($1.49B), Morgan Stanley ($901.09M), and Geode Capital Management LLC ($809.96M).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 1,055 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 ($304.54M), Price T Rowe Associates Inc. MD ($5.77M), Amundi ($934.95K), Capital World Investors ($768.91K), JPMorgan Chase & Co. ($651.90K), Champlain Investment Partners LLC ($583.60K), and FIFTHDELTA Ltd ($512.10K).

How much institutional buying is happening at Rockwell Automation?: Institutional investors have bought a total of 329,346,216 shares in the last 24 months. This purchase volume represents approximately $107.24B in transactions.
Which Rockwell Automation major shareholders have been selling company stock?: Of the 696 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 ($1.92M), FMR LLC ($1.31M), Bank of New York Mellon Corp ($1.01M), Impax Asset Management Group plc ($856.38K), Alliancebernstein L.P. ($520.94K), and Massachusetts Financial Services Co. MA ($455.11K).
How much institutional selling is happening at Rockwell Automation?: Institutional investors have sold a total of 18,863,013 shares in the last 24 months. This volume of shares sold represents approximately $5.27B in transactions.