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S&P 500   4,050.83
DOW   32,859.03
QQQ   315.68
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DOW   32,859.03
QQQ   315.68
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CNN preaches patience as ratings tank during turnaround

Rockwell Automation - ROK Institutional Ownership

$287.53
+2.99 (+1.05%)
(As of 03/30/2023 12:00 AM ET)
Add
Compare
Today's Range
$286.44
$287.86
50-Day Range
$270.00
$305.56
52-Week Range
$190.08
$309.36
Volume
430,471 shs
Average Volume
735,651 shs
Market Capitalization
$33.00 billion
P/E Ratio
31.15
Dividend Yield
1.64%
Price Target
$263.24

Institutional Ownership Changes (13F Filings) for Rockwell Automation (NYSE:ROK)

Current
Institutional Ownership
Percentage
77.66%
Number of
Institutional Buyers
(last 12 months)
713
Total
Institutional Inflows
(last 12 months)
$3.50 B
Number of
Institutional Sellers
(last 12 months)
523
Total
Institutional Outflows
(last 12 months)
$2.51 B
Skip Chart & View Institutional Buying and Selling Data

ROK Institutional Buying and Selling by Quarter

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Rockwell Automation Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/31/2023Metropolitan Life Insurance Co. NY6,642$1.71M0.1%-1.5%0.006%
3/29/2023Diametric Capital LP4,575$1.18M0.6%+76.3%0.004%
3/23/2023ETF Managers Group LLC2,564$0.66M0.0%+4.1%0.002%
3/15/2023B. Riley Wealth Advisors Inc.8,865$2.28M0.1%+238.1%0.008%
3/13/2023Claro Advisors LLC1,782$0.46M0.2%+28.5%0.002%
3/10/2023Flagstone Financial Management1,995$0.51M0.3%N/A0.002%
3/10/2023Victory Capital Management Inc.80,730$20.79M0.0%+5.7%0.070%
3/8/2023Capital Asset Advisory Services LLC4,097$1.06M0.1%+158.6%0.004%
3/6/2023Rockefeller Capital Management L.P.31,150$8.02M0.0%-5.0%0.027%
3/6/2023North Star Asset Management Inc.55,343$14.26M0.9%+2.1%0.048%
3/1/2023Smithbridge Asset Management Inc. DE10,014$2.58M0.7%-2.4%0.009%
3/1/2023Whitener Capital Management Inc.16,612$4.28M1.9%+0.3%0.014%
3/1/2023Regal Investment Advisors LLC1,977$0.51M0.0%-17.6%0.002%
2/28/2023Voya Investment Management LLC76,139$19.61M0.0%-7.5%0.066%
2/27/2023Rebalance LLC1,083$0.28M0.0%N/A0.001%
2/24/2023Natixis12,779$3.29M0.0%+28.8%0.011%
2/23/2023Chelsea Counsel Co.1,692$0.44M0.2%N/A0.001%
2/22/2023CVA Family Office LLC230$59K0.0%-14.8%0.000%
2/21/2023Macquarie Group Ltd.11,536$2.97M0.0%-9.2%0.010%
2/21/2023Northwestern Mutual Wealth Management Co.10,664$2.75M0.0%+8.1%0.009%
2/21/2023B. Riley Wealth Advisors Inc.8,865$2.28M0.1%+238.1%0.008%
2/21/2023Northwestern Mutual Investment Management Company LLC3,599$0.93M0.0%-16.0%0.003%
2/21/2023National Pension Service151,206$38.95M0.1%+0.5%0.132%
2/17/2023Truist Financial Corp75,757$19.51M0.0%+2.0%0.066%
2/17/2023Coppell Advisory Solutions Corp.261$67K0.0%N/A0.000%
2/17/2023Ascent Group LLC1,428$0.37M0.0%+5.2%0.001%
2/17/2023Bank Pictet & Cie Asia Ltd.4,840$1.25M0.4%+13.8%0.004%
2/16/2023GHP Investment Advisors Inc.38,875$10.01M0.7%+4.8%0.034%
2/16/2023WealthPLAN Partners LLC1,474$0.43M0.0%N/A0.001%
2/16/2023Moneta Group Investment Advisors LLC1,236$0.32M0.0%-12.5%0.001%
2/16/2023Alliancebernstein L.P.542,153$139.64M0.1%-19.2%0.472%
2/16/2023CreativeOne Wealth LLC1,650$0.43M0.0%+41.3%0.001%
2/16/2023Personal Capital Advisors Corp914$0.24M0.0%-30.3%0.001%
2/16/2023Resurgent Financial Advisors LLC628$0.16M0.1%N/A0.001%
2/16/2023United Capital Financial Advisers LLC2,449$0.63M0.0%+2.2%0.002%
2/16/2023Harbour Investments Inc.977$0.25M0.0%+13.3%0.001%
2/15/2023Public Employees Retirement System of Ohio59,413$15.30M0.1%+1.8%0.052%
2/15/2023Steward Partners Investment Advisory LLC5,173$1.33M0.0%-2.9%0.005%
2/15/2023Front Row Advisors LLC8,846$2.28M1.2%-0.7%0.008%
2/15/2023CI Private Wealth LLC9,250$2.38M0.0%N/A0.008%
2/15/2023Metropolitan Life Insurance Co NY6,642$1.71M0.1%-1.5%0.006%
2/15/2023MetLife Investment Management LLC33,078$8.52M0.1%-2.5%0.029%
2/15/2023Moneta Group Investment Advisors LLC1,236,433$318.47M0.0%+87,404.1%1.077%
2/15/2023State of Tennessee Treasury Department17,339$4.47M0.0%-7.4%0.015%
2/15/2023Salem Investment Counselors Inc.205$53K0.0%N/A0.000%
2/15/2023Apollon Wealth Management LLC3,843$0.99M0.1%+6.9%0.003%
2/15/2023Bradley Mark J.14,254$3.67M3.3%+1.5%0.012%
2/15/2023Utah Retirement Systems20,434$5.26M0.1%-1.9%0.018%
2/15/2023IHT Wealth Management LLC2,030$0.52M0.0%+9.8%0.002%
2/15/2023Lazard Asset Management LLC1,154,119$297.26M0.4%-1.5%1.006%
2/15/2023True Wealth Design LLC354$91K0.0%N/A0.000%
2/15/2023Gamco Investors INC. ET AL124,206$31.99M0.3%-0.2%0.108%
2/15/2023Cerity Partners LLC10,669$2.75M0.0%+295.3%0.009%
2/15/2023Toroso Investments LLC3,251$0.84M0.0%+7.8%0.003%
2/15/2023Soros Capital Management LLC4,878$1.26M1.1%-23.4%0.004%
2/15/2023State of Wisconsin Investment Board62,931$16.21M0.1%-8.2%0.055%
2/15/2023Schonfeld Strategic Advisors LLC6,900$1.78M0.0%-34.8%0.006%
2/15/2023SeaCrest Wealth Management LLC1,435$0.37M0.1%+41.4%0.001%
2/15/2023Legal & General Group Plc778,191$200.44M0.1%-9.6%0.678%
2/15/2023Linscomb & Williams Inc.1,143$0.29M0.0%+5.7%0.001%
2/15/2023Lombard Odier Asset Management Switzerland SA1,655$0.43M0.0%+46.6%0.001%
2/15/2023London & Capital Asset Management Ltd150,434$38.75M3.6%-6.0%0.131%
2/15/2023Mackenzie Financial Corp24,123$6.21M0.0%+155.3%0.021%
2/15/2023Marietta Investment Partners LLC2,572$0.66M0.2%+4.7%0.002%
2/15/2023Money Concepts Capital Corp958$0.25M0.0%+463.5%0.001%
2/15/2023Morgan Stanley2,741,019$706M0.1%+20.0%2.388%
2/15/2023Man Group plc77,434$19.95M0.1%+2.7%0.067%
2/15/2023Mariner LLC71,861$18.51M0.1%+0.7%0.063%
2/15/2023Nissay Asset Management Corp Japan ADV14,049$3.62M0.0%-2.0%0.012%
2/15/2023Norges Bank835,209$215.13M0.1%N/A0.728%
2/15/2023ERn Financial LLC941$0.24M0.1%N/A0.001%
2/15/2023Evergreen Capital Management LLC2,275$0.59M0.0%+44.6%0.002%
2/15/2023First Manhattan Co.125$32K0.0%+150.0%0.000%
2/15/2023Fjarde AP Fonden Fourth Swedish National Pension Fund29,495$7.60M0.1%-12.2%0.026%
2/15/2023AQR Capital Management LLC3,968$1.02M0.0%-78.7%0.003%
2/15/2023Arosa Capital Management LP23,240$5.99M1.3%N/A0.020%
2/15/2023Atom Investors LP1,797$0.46M0.2%-36.1%0.002%
2/15/2023Azimuth Capital Investment Management LLC28,623$7.37M0.4%+1.8%0.025%
2/15/2023Freedom Wealth Alliance LLC462$0.12M0.2%N/A0.000%
2/15/2023Centiva Capital LP1,035$0.27M0.0%N/A0.001%
2/15/2023Caisse DE Depot ET Placement DU Quebec20,031$5.16M0.0%-46.8%0.017%
2/14/2023Rodgers Brothers Inc.18,671$4.81M1.0%+0.8%0.016%
2/14/2023Davis Investment Partners LLC2,315$0.68M0.3%N/A0.002%
2/14/2023PDT Partners LLC9,988$2.57M0.4%N/A0.009%
2/14/2023Vident Investment Advisory LLC4,583$1.18M0.0%-94.7%0.004%
2/14/2023Advisor Partners II LLC7,272$1.87M0.1%+19.5%0.006%
2/14/2023DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main350,115$90.18M0.2%+6.4%0.305%
2/14/2023Price T Rowe Associates Inc. MD1,376,599$354.57M0.1%-8.2%1.199%
2/14/2023Meiji Yasuda Life Insurance Co1,800$0.46M0.0%N/A0.002%
2/14/2023Meiji Yasuda Asset Management Co Ltd.4,040$1.04M0.0%+25.1%0.004%
2/14/2023Cetera Advisor Networks LLC9,342$2.41M0.0%-32.4%0.008%
2/14/2023Cetera Investment Advisers4,606$1.19M0.0%+45.6%0.004%
2/14/2023Cetera Advisors LLC4,877$1.26M0.0%-1.9%0.004%
2/14/2023Amundi2,157,129$602.78M0.3%+6.7%1.879%
2/14/2023Marshall Wace LLP800$0.21M0.0%N/A0.001%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC828$0.21M0.0%+30.0%0.001%
2/14/2023Campbell & CO Investment Adviser LLC799$0.21M0.0%-75.5%0.001%
2/14/2023Two Sigma Investments LP27,144$6.99M0.0%+35.6%0.024%
2/14/2023Allstate Investment Management Co.4,631$1.19M0.0%N/A0.004%
2/14/2023Hirtle Callaghan & Co LLC4,011$1.03M0.1%N/A0.003%
(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, 1,215 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were Vanguard Group Inc. ($2.90B), BlackRock Inc. ($1.82B), Capital World Investors ($1.32B), State Street Corp ($975.93M), Alecta Tjanstepension Omsesidigt ($776.09M), Morgan Stanley ($706M), and Private Advisor Group LLC ($704.95M).Learn more on ROK's institutional investors.

What percentage of Rockwell Automation stock is owned by institutional investors?

77.66% 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 1,060 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: Amundi ($2.49M), Norges Bank ($1.95M), JPMorgan Chase & Co. ($1.39M), Capital World Investors ($1.30M), Moneta Group Investment Advisors LLC ($1.24M), Price T Rowe Associates Inc. MD ($1.01M), and Ceredex Value Advisors LLC ($1.01M).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 30,965,258 shares in the last 24 months. This purchase volume represents approximately $8.44B in transactions.

Which Rockwell Automation major shareholders have been selling company stock?

Of the 743 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: Price T Rowe Associates Inc. MD ($1.44M), Bank of New York Mellon Corp ($1.24M), Bank of America Corp DE ($1.12M), JPMorgan Chase & Co. ($0.99M), Alliancebernstein L.P. ($0.65M), Sumitomo Mitsui Trust Holdings Inc. ($0.62M), and UBS Group AG ($0.57M).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 22,303,176 shares in the last 24 months. This volume of shares sold represents approximately $5.92B in transactions.

This page (NYSE:ROK) was last updated on 3/31/2023 by MarketBeat.com Staff