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Rockwell Automation (ROK) Institutional Ownership

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$401.90 -2.31 (-0.57%)
As of 03:16 PM Eastern
This is a fair market value 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)
836
Total
Institutional Inflows
(last 12 months)
$13.62B
Number of
Institutional Sellers
(last 12 months)
520
Total
Institutional Outflows
(last 12 months)
$3.20B
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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
11/13/2026State Board of Administration of Florida Retirement System103,632$45.11M0.1%+6.7%0.093%
11/13/2026Insigneo Advisory Services LLC682$297K0.0%-17.8%0.001%
11/13/2026Mosaic Family Wealth Partners LLC533$232K0.0%+24.0%0.000%
11/13/2026Kidder Stephen W24,999$10.88M2.6%+5.9%0.023%
11/13/2026Pine Harbor Wealth Management LLC888$387K0.1%+3.3%0.001%
11/13/2026Xcelsior Advisor Partners LLC528$230K0.0%+19.5%0.000%
11/13/2026Polymer Capital Management US LLC2,506$1.09M0.2%N/A0.002%
11/13/2026Puzo Michael J24,456$10.65M2.7%-4.1%0.022%
11/13/2026N.F.U. MUTUAL UNIT MANAGERS Ltd1,940$844K0.1%N/A0.002%
11/13/2026BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp14,460$6.30M0.0%-14.1%0.013%
11/13/2026Portland Global Advisors LLC28,359$12.35M1.2%+0.4%0.026%
11/13/2026Gabelli Funds LLC85,130$37.06M0.2%+0.1%0.077%
11/13/2026Gamco Investors INC. ET AL110,913$48.28M0.5%-0.4%0.100%
11/12/2026AlphaGrep UK Ltd1,078$469K0.1%+55.3%0.001%
11/12/2026Meeder Advisory Services Inc.2,942$1.28M0.0%+33.7%0.003%
11/12/2026Benjamin Edwards Inc.5,331$2.32M0.0%-5.4%0.005%
11/12/2026First Trust Advisors LP92,692$40.35M0.0%+23.3%0.083%
11/12/2026BNP Paribas8,949$3.87M0.1%+4.1%0.008%
11/12/2026Horizon Kinetics Asset Management LLC3,845$1.67M0.0%-1.3%0.003%
11/12/2026Allianz SE5,018$2.18M0.0%+1.1%0.005%
11/12/2026State Street Corp5,343,300$2.33B0.1%+0.4%4.812%
11/12/2026Ilmarinen Mutual Pension Insurance Co15,000$6.53M0.0%-11.8%0.014%
11/12/2026Resona Asset Management Co. Ltd.32,299$14.03M0.1%-1.9%0.029%
11/12/2026E Fund Management Hong Kong Co. Ltd.65$28K0.0%+6,400.0%0.000%
11/12/2026Sumitomo Life Insurance Co.3,944$1.72M0.0%+32.2%0.004%
11/12/2026TIAA CREF Individual & Institutional Services LLC3,755$1.64M0.0%+9.6%0.003%
11/12/2026TIAA Trust National Association946$412K0.0%+473.3%0.001%
11/11/2026 Advisors Asset Management Inc.190,355$82.87M0.7%N/A0.171%
11/11/2026 Edmond DE Rothschild Holding S.A.836$364K0.0%+8.6%0.001%
11/11/2026 Private Wealth Asset Management LLC3,341$1.45M0.1%-2.4%0.003%
11/11/2026 Private Advisor Group LLC11,729$5.11M0.0%+18.5%0.011%
11/11/2026 Ieq Capital LLC1,031$449K0.0%+13.2%0.001%
11/11/2026 Colonial Trust Co SC527$227K0.0%-26.7%0.000%
11/10/2026 Frisch Financial Group Inc.701$305K0.0%-14.4%0.001%
11/10/2026 Stephens Investment Management Group LLC194,383$84.62M0.9%+7.4%0.175%
11/10/2026 Meeder Asset Management Inc.878$382K0.0%-93.8%0.001%
11/10/2026 Composition Wealth LLC471$205K0.0%N/A0.000%
11/10/2026 Voya Investment Management LLC316,659$137.85M0.1%-54.7%0.285%
11/10/2026 Public Sector Pension Investment Board34,816$15.00M0.0%+94.3%0.031%
11/10/2026 Global Retirement Partners LLC3,275$1.43M0.0%+14.9%0.003%
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11/10/2026 Rothschild Investment LLC583$254K0.0%+9.8%0.001%
11/10/2026 Sompo Asset Management Co. Ltd.16,347$7.12M1.1%+3.4%0.015%
11/10/2026 Cibc World Market Inc.13,044$5.68M0.0%+0.5%0.012%
11/10/2026 Edgestream Partners L.P.19,367$8.43M0.2%N/A0.017%
11/10/2026 Banco Santander S.A.1,430$623K0.0%N/A0.001%
11/10/2026 HighTower Advisors LLC150,615$65.57M0.1%-14.7%0.136%
11/9/2026 Intech Investment Management LLC7,884$3.43M0.0%-6.7%0.007%
11/9/2026 West Family Investments Inc.516$225K0.1%-15.1%0.000%
11/9/2026 Bessemer Group Inc.4,644$2.02M0.0%-4.9%0.004%
11/9/2026 Vectors Research Management LLC5,649$2.46M0.7%-4.8%0.005%
11/9/2026 Hantz Financial Services Inc.349$152K0.0%+36.9%0.000%
11/9/2026 Harbour Investments Inc.963$419K0.0%-42.9%0.001%
11/9/2026 Trillium Asset Management LLC43,835$19.08M0.6%-5.0%0.039%
11/9/2026 Phoenix Financial Ltd.7,556$3.29M0.0%+31.5%0.007%
11/9/2026 Danske Bank A S83,354$36.29M0.1%-10.9%0.075%
11/7/2026 Diversified Trust Co1,992$867K0.0%+112.1%0.002%
11/6/2026 Aberdeen Group plc207,725$90.43M0.1%+62.2%0.187%
11/6/2026 Moors & Cabot Inc.2,109$918K0.0%-13.3%0.002%
11/6/2026 Valmark Advisers Inc.684$298K0.0%-19.3%0.001%
11/6/2026 Allworth Financial LP5,538$2.41M0.0%+6.5%0.005%
11/6/2026 Fisher Asset Management LLC1,022,866$445.28M0.1%+6.6%0.921%
11/6/2026 SVB Wealth LLC940$409K0.0%-9.5%0.001%
11/6/2026 Russell Investments Group Ltd.115,755$50.34M0.0%-22.9%0.104%
11/6/2026 Eurizon Capital SGR S.p.A.59,907$26.06M0.1%-84.1%0.054%
11/6/2026 R Squared Ltd720$313K0.2%N/A0.001%
11/6/2026 CENTRAL TRUST Co1,002$436K0.0%-10.5%0.001%
11/6/2026 Fifth Third Bancorp34,204$14.89M0.0%-1.2%0.031%
11/6/2026 King Luther Capital Management Corp295,752$128.75M0.5%-1.6%0.266%
11/5/2026 Maryland State Retirement & Pension System6,775$2.95M0.0%+11.2%0.006%
11/5/2026 Cabot Wealth Management Inc.47,408$20.64M1.9%+1.7%0.043%
11/5/2026 Ritholtz Wealth Management5,955$2.59M0.0%+408.5%0.005%
11/5/2026Jefferies Financial Group Inc.17,010$7.41M0.1%+130.3%0.015%
11/5/2026 First Command Advisory Services Inc.334$145K0.0%-48.1%0.000%
11/5/2026 Riverbridge Partners LLC6,617$2.88M0.1%-1.1%0.006%
11/5/2026 Silver Grove Financial Group Inc.196$85K0.0%+24.1%0.000%
11/5/2026 Illinois Municipal Retirement Fund5,405$2.35M0.0%+0.9%0.005%
11/5/2026 Philadelphia Trust Co.66,018$28.74M1.9%-7.7%0.059%
11/5/2026 Confluence Wealth Services Inc.4,361$1.90M0.0%+14.1%0.004%
11/5/2026 Moneco Advisors LLC2,991$1.30M0.1%+1.4%0.003%
11/5/2026 Lido Advisors LLC9,010$3.92M0.0%+12.6%0.008%
11/5/2026 Keybank National Association OH43,548$18.96M0.1%-0.9%0.039%
11/5/2026 Searle & CO.10,543$4.59M1.1%-14.2%0.009%
11/5/2026 Csenge Advisory Group528$230K0.0%N/A0.000%
11/4/2026 New York Life Investment Management LLC16,567$7.21M0.0%-0.2%0.015%
11/4/2026 71 West Capital Partners970$422K0.0%+6.9%0.001%
11/4/2026 Welch & Forbes LLC1,048$456K0.0%+3.1%0.001%
11/4/2026 AEGON ASSET MANAGEMENT UK Plc51,865$22.58M0.2%-46.7%0.047%
11/4/2026 M&G PLC19,288$8.39M0.0%+2.4%0.017%
11/4/2026 AlphaCore Capital LLC2,862$1.25M0.0%+32.1%0.003%
11/4/2026 Retirement Systems of Alabama23,287$10.14M0.0%-0.4%0.021%
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11/4/2026 Fulcrum Asset Management LLP69$30K0.0%N/A0.000%
11/4/2026 Allspring Global Investments Holdings LLC140,092$61.98M0.1%+4.2%0.126%
11/4/2026 Almanack Investment Partners LLC.631$275K0.0%+14.5%0.001%
11/4/2026 Carnegie Lake Advisors LLC435$189K0.2%-58.5%0.000%
11/4/2026 Brighton Jones LLC2,285$995K0.0%+1.4%0.002%
11/4/2026 Candriam S.C.A.176,138$76.96M0.3%+0.5%0.159%
11/3/2026 Kimelman & Baird LLC300$131K0.0%N/A0.000%
11/3/2026 Cullinan Associates Inc.767$334K0.0%-36.1%0.001%
11/3/2026 Ethic Inc.19,578$8.52M0.1%-2.5%0.018%
11/3/2026 StoneX Group Inc.990$438K0.0%N/A0.001%


ROK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,473 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 ($2.33B), 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 1,274 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), Northwestern Mutual Wealth Management Co. ($933.36K), Legal & General Group Plc ($841.50K), Hsbc Holdings PLC ($780.62K), Raymond James Financial Inc. ($721.86K), and GAMMA Investing LLC ($702.57K).

Institutional investors have bought a total of 30,095,247 shares in the last 24 months. This purchase volume represents approximately $13.62B in transactions.

Of the 508 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), Voya Investment Management LLC ($381.99K), Assenagon Asset Management S.A. ($354.56K), Alecta Tjanstepension Omsesidigt ($339.60K), Eurizon Capital SGR S.p.A. ($317.75K), and Amundi ($301.29K).

Institutional investors have sold a total of 8,260,542 shares in the last 24 months. This volume of shares sold represents approximately $3.20B in transactions.



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 11/13/2026. New 13F filings are added each quarter as they're published.
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