Free Trial

Rockwell Automation (ROK) Institutional Ownership

Rockwell Automation logo
$456.46 +2.57 (+0.57%)
Closing price 03:59 PM Eastern
Extended Trading
$456.64 +0.18 (+0.04%)
As of 04:20 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)
908
Total
Institutional Inflows
(last 12 months)
$7.36B
Number of
Institutional Sellers
(last 12 months)
661
Total
Institutional Outflows
(last 12 months)
$4.75B
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
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%
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%
5/6/2026 Kera Capital Partners Inc.607$218K0.0%+12.6%0.001%
5/6/2026 Gryphon Financial Partners LLC585$210K0.0%N/A0.001%
5/6/2026 Assetmark Inc.1,660$596K0.0%-7.7%0.001%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.10,600$3.80M0.2%N/A0.009%
5/6/2026 Bessemer Group Inc.4,486$1.61M0.0%-4.9%0.004%
5/6/2026 Jag Capital Management LLC54,596$19.59M2.2%+53.9%0.049%
5/6/2026 Allspring Global Investments Holdings LLC5,843$2.16M0.0%-2.7%0.005%
5/5/2026 Wealthfront Advisers LLC9,339$3.35M0.0%+0.6%0.008%
5/5/2026 D.A. Davidson & CO.29,054$10.43M0.1%-4.5%0.026%
5/5/2026 Bank of New York Mellon Corp630,279$226.19M0.0%-1.5%0.561%
5/5/2026 Illinois Municipal Retirement Fund3,042$1.09M0.0%N/A0.003%
5/5/2026 Journey Advisory Group LLC4,105$1.47M0.1%-24.7%0.004%
5/5/2026 MASTERINVEST Kapitalanlage GmbH3,303$1.19M0.1%-45.9%0.003%
5/5/2026 Ethos Financial Group LLC930$334K0.0%+57.4%0.001%
5/5/2026 SouthState Bank Corp54,402$19.52M0.9%+1.1%0.048%
5/5/2026 Mandatum Life Insurance Co Ltd22,200$7.97M1.8%+26.9%0.020%
5/5/2026 Sanctuary Advisors LLC17,747$6.37M0.0%+4.8%0.016%
5/5/2026 Sigma Planning Corp3,473$1.25M0.0%-3.6%0.003%
5/5/2026 1ST Source Bank1,500$538K0.0%-4.8%0.001%
5/5/2026 Checchi Capital Advisers LLC1,396$501K0.0%+15.8%0.001%
5/5/2026 Nwam LLC6,154$2.21M0.1%+647.8%0.005%
5/4/2026 Calamos Wealth Management LLC2,366$849K0.0%-10.2%0.002%
5/4/2026 Calamos Advisors LLC2,366$849K0.0%N/A0.002%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management3,179$1.14M0.0%+4.7%0.003%
5/4/2026 Center for Financial Planning Inc.707$254K0.0%-7.8%0.001%
5/4/2026 State of Michigan Retirement System29,313$10.52M0.1%-0.3%0.026%
5/4/2026 NWF Advisory Services Inc.632$227K0.0%+9.3%0.001%
5/4/2026 Principal Financial Group Inc.154,025$55.28M0.0%-6.2%0.137%
5/4/2026 Chicago Partners Investment Group LLC1,545$554K0.0%+9.7%0.001%
5/4/2026 Arbejdsmarkedets Tillaegspension50,802$18.23M0.5%N/A0.045%
5/4/2026 Y.D. More Investments Ltd3,877$1.39M0.1%-1.2%0.003%
5/4/2026 J. Safra Sarasin Holding AG8,434$3.02M0.1%+156.4%0.008%
5/4/2026 CORDA Investment Management LLC.2,988$1.07M0.1%-1.7%0.003%
5/4/2026 Procyon Advisors LLC2,738$983K0.0%-1.5%0.002%
5/2/2026 LGT Fund Management Co Ltd.9,720$3.49M0.2%N/A0.009%
5/2/2026 International Assets Investment Management LLC933$344K0.0%-17.4%0.001%
5/2/2026 Associated Banc Corp1,383$496K0.0%+24.4%0.001%
5/2/2026 Carnegie Investment Counsel52,539$18.86M0.4%-5.4%0.047%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS26,173$9.39M0.0%+0.2%0.023%
5/1/2026 Cullinan Associates Inc.1,200$431K0.0%-7.7%0.001%
5/1/2026 Citizens Financial Group Inc. RI717$257K0.0%-28.7%0.001%
5/1/2026 Fifth Third Bancorp35,154$12.62M0.0%+642.7%0.031%
5/1/2026 Sovran Advisors LLC2,198$789K0.1%-16.7%0.002%
5/1/2026 Rossmore Private Capital2,892$1.04M0.1%-2.6%0.003%
5/1/2026 Simplicity Wealth LLC1,179$423K0.0%+4.8%0.001%
5/1/2026 Candriam S.C.A.182,451$65.48M0.3%+0.7%0.162%
5/1/2026 Sequoia Financial Advisors LLC13,939$5.00M0.0%-0.5%0.012%
5/1/2026 Kornitzer Capital Management Inc. KS5,404$1.94M0.0%-66.2%0.005%
5/1/2026 Carmel Capital Partners LLC6,276$2.25M0.8%-0.8%0.006%
5/1/2026 DMC Group LLC1,481$532K0.4%+10.0%0.001%
4/30/2026 Stiles Financial Services Inc1,985$712K0.2%-4.4%0.002%
4/30/2026 Hsbc Holdings PLC406,586$145.71M0.1%+48.1%0.362%
4/30/2026 Kestra Advisory Services LLC28,153$10.10M0.0%+3.2%0.025%
4/30/2026 Granite Investment Partners LLC67,451$24.21M1.5%+3.1%0.060%
4/30/2026 Sumitomo Mitsui Trust Group Inc.981,885$352.38M0.2%+0.4%0.874%
4/30/2026 Isthmus Partners LLC39,300$14.10M1.5%-3.1%0.035%
4/29/2026 Lmcg Investments LLC41,915$15.04M0.9%+0.9%0.037%
4/29/2026 Penobscot Investment Management Company Inc.4,358$1.56M0.1%-0.9%0.004%
4/29/2026 SilverOak Wealth Management LLC6,390$2.29M0.4%-13.5%0.006%
4/29/2026 Montag A & Associates Inc.1,879$674K0.0%+19.0%0.002%
4/29/2026 Addison Capital Co5,916$2.12M0.4%+4.6%0.005%
4/29/2026 Hoey Investments Inc.1,374$493K0.1%-3.4%0.001%
4/29/2026 Clare Market Investments LLC4,586$1.65M0.3%N/A0.004%
4/29/2026 Burney Co.2,784$999K0.0%-18.3%0.002%
4/29/2026 Swedbank AB50,070$17.97M0.0%-3.2%0.045%
4/29/2026 Integrated Advisors Network LLC2,588$929K0.0%-6.7%0.002%
4/28/2026 Whittier Trust Co.2,460$903K0.0%+4.9%0.002%
4/28/2026 Fortitude Advisory Group L.L.C.1,147$412K0.2%-5.0%0.001%


ROK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,443 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 1,234 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: Price T Rowe Associates Inc. MD ($5.44M), 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), and Raymond James Financial Inc. ($721.86K).

Institutional investors have bought a total of 20,880,012 shares in the last 24 months. This purchase volume represents approximately $7.36B in transactions.

Of the 661 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 ($3.00M), Lazard Asset Management LLC ($1.42M), Amundi ($1.20M), Voya Investment Management LLC ($643.20K), Champlain Investment Partners LLC ($498.56K), Alecta Tjanstepension Omsesidigt ($449.30K), and Marshall Wace LLP ($402.04K).

Institutional investors have sold a total of 14,141,438 shares in the last 24 months. This volume of shares sold represents approximately $4.75B in transactions.



This page (NYSE:ROK) was last updated on 5/11/2026 by MarketBeat.com Staff.
From Our Partners