Rockwell Automation (ROK) Institutional Ownership

Rockwell Automation logo
$474.16 +0.37 (+0.08%)
Closing price 06/18/2026 03:59 PM Eastern
Extended Trading
$475.50 +1.34 (+0.28%)
As of 06/18/2026 07:41 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.

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

Current
Institutional Ownership
Percentage
75.75%
Number of
Institutional Buyers
(last 12 months)
894
Total
Institutional Inflows
(last 12 months)
$7.02B
Number of
Institutional Sellers
(last 12 months)
642
Total
Institutional Outflows
(last 12 months)
$4.08B
Get ROK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Rockwell Automation stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ROK Institutional Buying and Selling by Quarter

Rockwell Automation Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026 Western Wealth Management LLC2,373$852K0.0%-4.7%0.002%
6/18/2026 Pacer Advisors Inc.7,492$2.69M0.0%-29.9%0.007%
6/16/2026 PVG Asset Management Corp458$164K0.1%N/A0.000%
6/15/2026 Lombard Odier Asset Management Europe Ltd36,211$13.00M0.1%+54.2%0.033%
6/10/2026 FAS Wealth Partners Inc.5,898$2.12M0.1%N/A0.005%
6/3/2026 DV Trading LLC640$230K0.0%+433.3%0.001%
6/3/2026 Parallel Advisors LLC1,529$549K0.0%-7.7%0.001%
6/3/2026 NewEdge Advisors LLC34,470$12.37M0.0%+15.8%0.031%
6/1/2026 Foguth Wealth Management LLC.576$207K0.0%-5.9%0.001%
6/1/2026 Integrated Investment Consultants LLC878$315K0.1%-57.4%0.001%
6/1/2026 Keel Point LLC981$352K0.0%-18.3%0.001%
5/26/2026 Glenmede Trust Co. NA13,302$4.77M0.0%-1.3%0.012%
5/22/2026 Groupama Asset Managment1,064$382K0.0%-28.7%0.001%
5/22/2026 Verus Capital Partners LLC1,978$710K0.0%-17.0%0.002%
5/21/2026 BankChampaign National Association1,979$710K0.7%N/A0.002%
5/21/2026 Groupe la Francaise21,735$7.80M0.1%+1,241.7%0.020%
5/19/2026 Front Row Advisors LLC8,871$3.18M1.1%+1.3%0.008%
5/19/2026 Western Wealth Management LLC2,373$852K0.0%-4.7%0.002%
5/19/2026 Bank of America Corp DE1,046,789$375.67M0.0%-14.8%0.941%
5/19/2026 Edgestream Partners L.P.7,246$2.60M0.1%+437.1%0.007%
5/19/2026 Kentucky Retirement Systems11,449$4.11M0.1%+61.2%0.010%
5/19/2026 Janus Henderson Group PLC13,509$4.85M0.0%-62.3%0.012%
5/19/2026 Centaurus Financial Inc.4,041$1.45M0.1%-1.1%0.004%
5/19/2026 Oddo BHF Asset Management Sas13,114$4.71M0.2%N/A0.012%
5/19/2026 Arkadios Wealth Advisors1,009$362K0.0%-3.8%0.001%
5/19/2026 Smith Group Asset Management LLC7,644$2.74M0.1%-1.7%0.007%
5/18/2026 Amundi998,374$358.30M0.1%+13.5%0.897%
5/18/2026 EverSource Wealth Advisors LLC1,126$404K0.0%+18.7%0.001%
5/18/2026 California State Teachers Retirement System165,962$59.56M0.1%-2.5%0.149%
5/18/2026 Royal Bank of Canada464,229$166.60M0.0%-39.0%0.417%
5/18/2026 Rokos Capital Management LLP10,970$3.94M0.0%N/A0.010%
5/18/2026 Empowered Funds LLC9,984$3.58M0.0%-9.1%0.009%
5/18/2026 Evelyn Partners Investment Management LLP5,771$2.07M0.1%+145.3%0.005%
5/18/2026 Evelyn Partners Investment Management Services Ltd1,060$380K0.0%+6.0%0.001%
5/16/2026 The Manufacturers Life Insurance Company 91,060$32.68M0.0%+2.3%0.082%
5/16/2026 KCM Investment Advisors LLC608$218K0.0%+17.6%0.001%
5/16/2026 Quantinno Capital Management LP151,848$54.50M0.1%+68.9%0.136%
5/16/2026 Lazard Asset Management LLC756,499$271.49M0.4%-0.5%0.680%
5/15/2026 OMERS ADMINISTRATION Corp11,674$4.19M0.0%+27.3%0.010%
5/15/2026 Bradley Foster & Sargent Inc. CT706$253K0.0%+5.7%0.001%
SpaceX IPO hides a much bigger story (Ad)

The SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. Elon believes what Michael Robinson calls 'Project Unlimited' could unlock $100 trillion in potential growth. One little-known company sits at the center of it all, and most investors have no idea it exists. Position yourself before this company potentially hits the front page.tc pixel

Click here to see the details before the crowd catches on
5/15/2026 Lombard Odier Asset Management Switzerland SA2,754$988K0.0%N/A0.002%
5/15/2026 Lombard Odier Asset Management Europe Ltd36,211$13.00M0.7%+54.2%0.033%
5/15/2026 Waverly Advisors LLC5,277$1.89M0.0%+5.2%0.005%
5/15/2026 Cumberland Partners Ltd701$252K0.0%-11.9%0.001%
5/15/2026 Dempze Nancy E11,317$4.06M2.2%-1.0%0.010%
5/15/2026 Bridgewater Advisors Inc.471$169K0.0%N/A0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund14,357$5.15M0.0%+223.5%0.013%
5/14/2026 Dai ichi Life Insurance Company Ltd6,402$2.30M0.1%+4.1%0.006%
5/14/2026 Gabelli Funds LLC87,390$31.36M0.2%+0.1%0.079%
5/14/2026 Gamco Investors INC. ET AL113,606$40.77M0.4%-0.1%0.102%
5/14/2026 Hilltop Holdings Inc.1,043$374K0.0%-51.6%0.001%
5/14/2026 Morningstar Investment Management LLC16,181$5.81M0.4%+34.7%0.015%
5/14/2026 Public Employees Retirement System of Ohio54,918$19.71M0.1%+11.3%0.049%
5/14/2026 Compound Planning Inc.2,290$822K0.0%-4.9%0.002%
5/14/2026 Arrowstreet Capital Limited Partnership602,181$216.11M0.1%+15.2%0.541%
5/14/2026 Oak Associates Ltd. OH36,596$13.13M0.9%+2.8%0.033%
5/14/2026 Caxton Associates LLP4,738$1.70M0.0%N/A0.004%
5/14/2026 Bank of Nova Scotia19,760$7.09M0.0%+12.4%0.018%
5/14/2026 Sei Investments Co.61,447$22.05M0.0%-36.3%0.055%
5/14/2026 Davis R M Inc.83,675$30.03M0.5%+0.2%0.075%
5/14/2026 Lido Advisors LLC7,992$2.87M0.0%+27.3%0.007%
5/13/2026 Cetera Investment Advisers40,208$14.43M0.0%+4.9%0.036%
5/13/2026 Signature Equity Partners LLC76$27K0.0%-28.3%0.000%
5/13/2026 NewEdge Wealth LLC2,400$861K0.0%-34.7%0.002%
5/13/2026 First Citizens Bank & Trust Co.3,315$1.19M0.0%+10.2%0.003%
5/13/2026 CI Investments Inc.2,449$879K0.0%+137.3%0.002%
5/13/2026 First Trust Advisors LP94,612$33.95M0.0%+15.4%0.085%
5/12/2026 ABN Amro Investment Solutions29,181$10.47M0.1%-12.3%0.026%
5/8/2026 PNC Financial Services Group Inc.82,851$29.73M0.0%-0.8%0.074%
5/8/2026 Oslo Pensjonsforsikring AS169$61K0.0%N/A0.000%
5/8/2026 DJE Kapital AG73,091$26.05M0.6%N/A0.066%
5/8/2026 Andra AP fonden56,723$20.36M0.3%+13.8%0.051%
5/8/2026 Wilkerson Advisory Group LLC694$249K0.1%-62.6%0.001%
5/8/2026 Madison Asset Management LLC11,499$4.13M0.1%-46.5%0.010%
5/8/2026 Puzo Michael J26,085$9.36M2.7%-2.9%0.023%
5/8/2026 Cassaday & Co Wealth Management LLC86$31K0.0%N/A0.000%
5/8/2026 Alpha Zero LLC567$203K0.1%N/A0.001%
5/8/2026 Convergence Investment Partners LLC3,258$1.17M0.2%-52.4%0.003%
5/8/2026 Commerzbank Aktiengesellschaft FI831$298K0.0%-89.4%0.001%
5/7/2026 Basepoint Wealth LLC820$294K0.2%+14.2%0.001%
5/7/2026 Meeder Asset Management Inc.25,620$9.20M0.5%+1,886.0%0.023%
5/7/2026 Meeder Advisory Services Inc.2,215$795K0.0%-9.1%0.002%
5/7/2026 Dimensional Fund Advisors LP707,881$254M0.1%+3.1%0.630%
5/7/2026 Parallel Advisors LLC1,529$549K0.0%-7.7%0.001%
5/7/2026 Boston Common Asset Management LLC6,021$2.16M0.1%-34.2%0.005%
5/7/2026 Broderick Brian C36,756$13.19M2.4%+2.1%0.033%
5/7/2026 KBC Group NV10,900$3.91M0.0%+1.3%0.010%
5/7/2026 SEB Asset Management AB170,940$61.35M0.3%N/A0.152%
5/7/2026 Regents Gate Capital LLP7,314$2.63M0.6%N/A0.007%
5/7/2026 Swiss National Bank329,980$118.42M0.1%+7.1%0.294%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
5/7/2026 AIA Group Ltd21,229$7.62M0.1%+4.6%0.019%
5/7/2026 Drystone LLC24,459$8.78M7.9%-0.2%0.022%
5/7/2026 ANB Bank1,554$558K0.2%-6.0%0.001%
5/7/2026 Crescent Grove Advisors LLC568$204K0.0%-53.1%0.001%
5/7/2026 Ascent Wealth Partners LLC14,626$5.25M0.6%+5.5%0.013%
5/6/2026 Jennison Associates LLC250,085$89.75M0.1%+9.5%0.223%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC630$226K0.0%+39.4%0.001%
5/6/2026 California Public Employees Retirement System196,223$70.42M0.0%-2.7%0.175%
5/6/2026 Quadrant Private Wealth Management LLC583$209K0.0%-20.4%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC23,573$8.46M0.1%-16.2%0.021%


ROK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,437 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 1,233 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 ($703.56K).

Institutional investors have bought a total of 19,409,416 shares in the last 24 months. This purchase volume represents approximately $7.02B in transactions.

Of the 642 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), Alecta Tjanstepension Omsesidigt ($449.30K), Marshall Wace LLP ($402.04K), Invesco Ltd. ($345.01K), and Assenagon Asset Management S.A. ($344.52K).

Institutional investors have sold a total of 11,319,220 shares in the last 24 months. This volume of shares sold represents approximately $4.08B in transactions.



This page (NYSE:ROK) was last updated on 6/21/2026 by MarketBeat.com Staff.
From Our Partners