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Rockwell Automation (ROK) Institutional Ownership

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$472.91 +5.43 (+1.16%)
Closing price 07/10/2026 03:59 PM Eastern
Extended Trading
$472.10 -0.81 (-0.17%)
As of 07/10/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
907
Total
Institutional Inflows
(last 12 months)
$6.99B
Number of
Institutional Sellers
(last 12 months)
646
Total
Institutional Outflows
(last 12 months)
$4.05B
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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
7/10/2026Annex Advisory Services LLC1,861$922K0.0%+39.9%0.002%
7/10/2026Whitener Capital Management Inc.13,920$6.89M1.5%-2.7%0.013%
7/10/2026Tema ETFs LLC24,673$12.22M0.4%+19.9%0.022%
7/10/2026Diversified Management Inc.118,345$58.59M12.5%-1.4%0.106%
7/10/2026E. Ohman J or Asset Management AB4,103$2.03M0.0%+15.5%0.004%
7/10/2026Handelsbanken Fonder AB95,345$47.20M0.1%-39.9%0.086%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors1,240$614K0.1%-11.7%0.001%
7/10/2026 Fulton Bank N.A.787$390K0.0%N/A0.001%
7/10/2026 Wealthcare Advisory Partners LLC3,913$1.94M0.0%-4.5%0.004%
7/10/2026 Paladin Wealth LLC580$287K0.2%-10.9%0.001%
7/9/2026 Financial Management Professionals Inc.646$320K0.0%+1,304.3%0.001%
7/9/2026 Revolve Wealth Partners LLC1,315$651K0.1%+5.2%0.001%
7/9/2026 Finivi Inc.2,935$1.45M0.7%+1.0%0.003%
7/9/2026 Contravisory Investment Management Inc.18,152$8.99M1.6%+9,354.2%0.016%
7/9/2026 Sapient Capital LLC528$261K0.0%-54.4%0.000%
7/9/2026 Focus Financial Network Inc.1,806$894K0.0%+1.8%0.002%
7/9/2026 Jacobs & Co. CA25,790$12.77M1.1%-5.2%0.023%
7/9/2026 Sax Wealth Advisors LLC591$293K0.0%N/A0.001%
7/9/2026 Everpar Advisors LLC405$201K0.1%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.1,070$530K0.0%N/A0.001%
7/9/2026 Agate Pass Investment Management LLC3,630$1.80M0.7%-15.2%0.003%
7/9/2026 Valeo Financial Advisors LLC2,097$1.04M0.0%+17.3%0.002%
7/8/2026 Gradient Investments LLC43,711$21.64M0.3%-7.4%0.039%
7/8/2026 Rockland Trust Co.17,926$8.88M0.3%-19.5%0.016%
7/8/2026 Quantum Financial Advisors LLC430$213K0.0%N/A0.000%
7/8/2026 Kwmg LLC22,098$10.94M0.8%+0.4%0.020%
7/8/2026 Professional Advisory Services Inc.2,350$1.16M0.1%+176.5%0.002%
7/8/2026 Wynn Capital LLC495$245K0.1%N/A0.000%
7/8/2026 Castle Rock Wealth Management LLC1,038$501K0.1%+2.2%0.001%
7/8/2026 Elevation Wealth Partners LLC88$44K0.0%+700.0%0.000%
7/8/2026 Czech National Bank31,673$15.68M0.1%+3.5%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab36,876$18.26M0.2%+7.9%0.033%
7/8/2026 Assenagon Asset Management S.A.65,250$32.30M0.0%+190.7%0.059%
7/8/2026 Apella Capital LLC3,261$1.53M0.0%+0.9%0.003%
7/8/2026 55 North Private Wealth LLC677$335K0.1%N/A0.001%
7/7/2026 Bill Few Associates Inc.14,168$7.01M1.5%-1.4%0.013%
7/7/2026 Foster Group Inc.986$488K0.0%+5.9%0.001%
7/7/2026 Baron Wealth Management LLC675$334K0.1%N/A0.001%
7/7/2026 GAMMA Investing LLC4,006$1.98M0.1%+6.9%0.004%
7/7/2026 Avior Wealth Management LLC554$274K0.0%N/A0.000%
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7/7/2026 Central Pacific Bank Trust Division7,662$3.79M0.4%+51.3%0.007%
7/7/2026 Grove Bank & Trust143$71K0.0%+52.1%0.000%
7/7/2026 CoreCap Advisors LLC1,073$531K0.0%+105.2%0.001%
7/6/2026 Stableford Capital II LLC2,050$1.02M0.4%-2.1%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB2,314$1.15M0.0%-11.7%0.002%
7/2/2026 Versant Capital Management Inc1,166$577K0.1%+28.7%0.001%
7/2/2026 CX Institutional882$437K0.0%+5.6%0.001%
6/22/2026 Sapient Capital LLC1,157$415K0.0%+53.2%0.001%
6/18/2026Western Wealth Management LLC2,373$852K0.0%-4.7%0.002%
6/18/2026Pacer Advisors Inc.7,492$2.69M0.0%-29.9%0.007%
6/16/2026 PVG Asset Management Corp458$164K0.1%N/A0.000%
6/15/2026Lombard Odier Asset Management Europe Ltd36,211$13.00M0.1%+54.2%0.033%
6/10/2026FAS Wealth Partners Inc.5,898$2.12M0.1%N/A0.005%
6/3/2026DV Trading LLC640$230K0.0%+433.3%0.001%
6/3/2026Parallel Advisors LLC1,529$549K0.0%-7.7%0.001%
6/3/2026NewEdge Advisors LLC34,470$12.37M0.0%+15.8%0.031%
6/1/2026Foguth Wealth Management LLC.576$207K0.0%-5.9%0.001%
6/1/2026Integrated Investment Consultants LLC878$315K0.1%-57.4%0.001%
6/1/2026Keel Point LLC981$352K0.0%-18.3%0.001%
5/26/2026Glenmede Trust Co. NA13,302$4.77M0.0%-1.3%0.012%
5/22/2026Groupama Asset Managment1,064$382K0.0%-28.7%0.001%
5/22/2026Verus Capital Partners LLC1,978$710K0.0%-17.0%0.002%
5/21/2026BankChampaign National Association1,979$710K0.7%N/A0.002%
5/21/2026Groupe la Francaise21,735$7.80M0.1%+1,241.7%0.020%
5/19/2026Front Row Advisors LLC8,871$3.18M1.1%+1.3%0.008%
5/19/2026Western Wealth Management LLC2,373$852K0.0%-4.7%0.002%
5/19/2026Bank of America Corp DE1,046,789$375.67M0.0%-14.8%0.941%
5/19/2026Edgestream Partners L.P.7,246$2.60M0.1%+437.1%0.007%
5/19/2026Kentucky Retirement Systems11,449$4.11M0.1%+61.2%0.010%
5/19/2026Janus Henderson Group PLC13,509$4.85M0.0%-62.3%0.012%
5/19/2026Centaurus Financial Inc.4,041$1.45M0.1%-1.1%0.004%
5/19/2026Oddo BHF Asset Management Sas13,114$4.71M0.2%N/A0.012%
5/19/2026Arkadios Wealth Advisors1,009$362K0.0%-3.8%0.001%
5/19/2026Smith Group Asset Management LLC7,644$2.74M0.1%-1.7%0.007%
5/18/2026Amundi998,374$358.30M0.1%+13.5%0.897%
5/18/2026EverSource Wealth Advisors LLC1,126$404K0.0%+18.7%0.001%
5/18/2026California State Teachers Retirement System165,962$59.56M0.1%-2.5%0.149%
5/18/2026Royal Bank of Canada464,229$166.60M0.0%-39.0%0.417%
5/18/2026Rokos Capital Management LLP10,970$3.94M0.0%N/A0.010%
5/18/2026Empowered Funds LLC9,984$3.58M0.0%-9.1%0.009%
5/18/2026Evelyn Partners Investment Management LLP5,771$2.07M0.1%+145.3%0.005%
5/18/2026Evelyn Partners Investment Management Services Ltd1,060$380K0.0%+6.0%0.001%
5/16/2026The Manufacturers Life Insurance Company 91,060$32.68M0.0%+2.3%0.082%
5/16/2026KCM Investment Advisors LLC608$218K0.0%+17.6%0.001%
5/16/2026Quantinno Capital Management LP151,848$54.50M0.1%+68.9%0.136%
5/16/2026Lazard Asset Management LLC756,499$271.49M0.4%-0.5%0.680%
5/15/2026OMERS ADMINISTRATION Corp11,674$4.19M0.0%+27.3%0.010%
5/15/2026Bradley Foster & Sargent Inc. CT706$253K0.0%+5.7%0.001%
5/15/2026Lombard Odier Asset Management Switzerland SA2,754$988K0.0%N/A0.002%
5/15/2026Lombard Odier Asset Management Europe Ltd36,211$13.00M0.7%+54.2%0.033%
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5/15/2026Waverly Advisors LLC5,277$1.89M0.0%+5.2%0.005%
5/15/2026Cumberland Partners Ltd701$252K0.0%-11.9%0.001%
5/15/2026Dempze Nancy E11,317$4.06M2.2%-1.0%0.010%
5/15/2026Bridgewater Advisors Inc.471$169K0.0%N/A0.000%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund14,357$5.15M0.0%+223.5%0.013%
5/14/2026Dai ichi Life Insurance Company Ltd6,402$2.30M0.1%+4.1%0.006%
5/14/2026Gabelli Funds LLC87,390$31.36M0.2%+0.1%0.079%
5/14/2026Gamco Investors INC. ET AL113,606$40.77M0.4%-0.1%0.102%
5/14/2026Hilltop Holdings Inc.1,043$374K0.0%-51.6%0.001%
5/14/2026Morningstar Investment Management LLC16,181$5.81M0.4%+34.7%0.015%


ROK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,450 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were Vanguard Group Inc. ($5.53B), State Street Corp ($1.94B), Morgan Stanley ($1.14B), Geode Capital Management LLC ($1.13B), Goldman Sachs Group Inc. ($818.99M), Norges Bank ($615.60M), and Invesco Ltd. ($601.15M).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 1,247 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: Norges Bank ($3.69M), Accredited Investors Inc. ($1.18M), International Assets Investment Management LLC ($934.96K), Northwestern Mutual Wealth Management Co. ($897.88K), Van ECK Associates Corp ($724.60K), Raymond James Financial Inc. ($721.86K), and GAMMA Investing LLC ($702.93K).

Institutional investors have bought a total of 19,279,374 shares in the last 24 months. This purchase volume represents approximately $6.99B in transactions.

Of the 645 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 ($1.42M), Amundi ($678.78K), Marshall Wace LLP ($402.04K), Invesco Ltd. ($345.01K), Assenagon Asset Management S.A. ($344.52K), and Alecta Tjanstepension Omsesidigt ($339.60K).

Institutional investors have sold a total of 11,164,402 shares in the last 24 months. This volume of shares sold represents approximately $4.05B in transactions.


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This page (NYSE:ROK) was last updated on 7/11/2026 by MarketBeat.com Staff.
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