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S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
Critical asset just had biggest fall on record (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: World markets are lower after China unveils 5% economic growth target for 2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities
S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
Critical asset just had biggest fall on record (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: World markets are lower after China unveils 5% economic growth target for 2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities
S&P 500   5,130.95
DOW   38,989.83
QQQ   444.02
5 Under-the-Radar Artificial Intelligence (AI) Stocks
Critical asset just had biggest fall on record (Ad)
How major US stock indexes fared Monday, 3/4/2024
Macy's, United Rentals rise; Apple, Spirit Airlines fall Monday, 3/4/2024
Critical asset just had biggest fall on record (Ad)
DeSantis names Disney World district administrator to run elections in Democratic Orange County
Stock market today: World markets are lower after China unveils 5% economic growth target for 2024
This is the #1 Stock to Buy for the AI Tidal Wave (Ad)
Ohio foundation begins process to distribute millions in opioid settlement money
Closing prices for crude oil, gold and other commodities

Rockwell Automation (ROK) Institutional Ownership

$288.18
-0.87 (-0.30%)
(As of 03/4/2024 ET)

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

Current
Institutional Ownership
Percentage
80.84%
Number of
Institutional Buyers
(last 12 months)
792
Total
Institutional Inflows
(last 12 months)
$104.30 B
Number of
Institutional Sellers
(last 12 months)
560
Total
Institutional Outflows
(last 12 months)
$3.97 B
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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
3/4/2024Congress Asset Management Co. MA39,214$12.18M0.1%-0.9%0.034%
2/28/2024American International Group Inc.31,730$9.85M0.0%+1.0%0.028%
2/28/2024EP Wealth Advisors LLC16,093$5M0.1%-8.1%0.014%
2/26/2024Syon Capital LLC923$0.29M0.0%+24.1%0.001%
2/26/2024Integrated Advisors Network LLC4,010$1.25M0.1%-66.6%0.003%
2/26/2024Teachers Retirement System of The State of Kentucky9,904$3.08M0.0%-4.4%0.009%
2/22/2024Kampmann Melissa S.12,207$3.79M3.2%+1.1%0.011%
2/21/2024V Square Quantitative Management LLC2,090$0.65M0.2%+32.4%0.002%
2/20/2024GLOBALT Investments LLC GA2,198$0.68M0.0%N/A0.002%
2/20/2024Clarity Capital Partners LLC1,167$0.36M0.3%N/A0.001%
2/20/2024Taylor Financial Group Inc.1,923$0.60M0.5%N/A0.002%
2/16/2024Wesbanco Bank Inc.7,077$2.20M0.1%+6.6%0.006%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main290,929$90.33M0.1%-4.3%0.254%
2/16/2024Harbour Investments Inc.1,305$0.41M0.0%+26.8%0.001%
2/16/2024GSA Capital Partners LLP1,238$0.38M0.0%N/A0.001%
2/16/2024Public Employees Retirement System of Ohio48,826$15.16M0.1%+2.9%0.043%
2/15/2024Mercer Global Advisors Inc. ADV12,006$3.73M0.0%+5.1%0.010%
2/15/2024Venture Visionary Partners LLC21,193$6.58M0.3%+8.0%0.018%
2/15/2024Townsquare Capital LLC932$0.29M0.0%+32.2%0.001%
2/15/2024Front Row Advisors LLC9,137$2.84M1.3%+0.5%0.008%
2/15/2024E. Ohman J or Asset Management AB4,400$1.37M0.1%-17.0%0.004%
2/15/2024Moneta Group Investment Advisors LLC2,861$0.89M0.0%+158.2%0.002%
2/15/2024Legal & General Group Plc1,007,034$312.66M0.1%+29.2%0.879%
2/15/2024Barclays PLC278,618$86.51M0.0%+3.2%0.243%
2/15/2024Fayez Sarofim & Co20,085$5.69M0.0%-7.1%0.018%
2/15/2024Utah Retirement Systems19,891$6.18M0.1%+0.5%0.017%
2/15/2024Van Lanschot Kempen Investment Management N.V.53,295$16.55M0.2%N/A0.047%
2/15/2024Vanguard Group Inc.13,610,630$4.23B0.1%+0.8%11.877%
2/15/2024Voloridge Investment Management LLC135,844$42.18M0.2%N/A0.119%
2/15/2024Voya Investment Management LLC245,740$76.30M0.1%+132.6%0.214%
2/15/2024Vident Advisory LLC4,143$1.29M0.0%-19.2%0.004%
2/15/2024Waters Parkerson & CO. LLC166,069$51.56M2.9%-1.9%0.145%
2/15/2024Wahed Invest LLC6,528$2.23M0.5%+261.1%0.006%
2/15/2024Weiss Multi Strategy Advisers LLC17,333$5.38M0.1%N/A0.015%
2/15/2024West Tower Group LLC166$52K0.1%N/A0.000%
2/15/2024Mission Creek Capital Partners Inc.3,795$1.18M0.3%+21.2%0.003%
2/15/2024Nuveen Asset Management LLC408,072$126.70M0.0%-3.4%0.356%
2/15/2024Oracle Alpha Inc.954$0.30M0.4%N/A0.001%
2/15/2024Prelude Capital Management LLC927$0.29M0.0%-31.1%0.001%
2/15/2024Price T Rowe Associates Inc. MD526,243$163.39M0.0%-1.1%0.459%
2/15/2024Profund Advisors LLC1,529$0.48M0.0%+16.5%0.001%
2/15/2024Public Sector Pension Investment Board2,585$0.80M0.0%-79.0%0.002%
2/15/2024Freedom Investment Management Inc.749$0.23M0.0%N/A0.001%
2/15/2024Fullerton Fund Management Co Ltd.57,635$17.90M1.0%+7.9%0.050%
2/15/2024Gamco Investors INC. ET AL123,506$38.35M0.4%-0.2%0.108%
2/15/2024Gotham Asset Management LLC24,363$7.56M0.1%+47.8%0.021%
2/15/2024Harding Loevner LP850,425$262.64M1.5%-1.5%0.742%
2/15/2024Healthcare of Ontario Pension Plan Trust Fund3,300$1.03M0.0%N/A0.003%
2/15/2024Bartlett & CO. Wealth Management LLC34,332$10.66M0.2%-1.4%0.030%
2/15/2024Bradley Foster & Sargent Inc. CT1,235$0.38M0.0%+8.6%0.001%
2/15/2024Buckingham Strategic Wealth LLC7,206$2.24M0.0%+85.4%0.006%
2/15/2024Baird Financial Group Inc.47,391$14.71M0.0%-15.7%0.041%
2/15/2024Brevan Howard Capital Management LP2,567$0.80M0.0%N/A0.002%
2/15/2024Cohen & Steers Inc.468$0.15M0.0%N/A0.000%
2/15/2024Comerica Bank56,594$17.57M0.1%-4.4%0.049%
2/14/2024Royal Bank of Canada267,735$83.13M0.0%+31.1%0.234%
2/14/2024Mairs & Power Inc.384,684$119.44M1.3%+2.4%0.336%
2/14/2024Pathstone Holdings LLC23,033$7.15M0.0%N/A0.020%
2/14/2024Kestra Advisory Services LLC25,921$8.05M0.1%+6.1%0.023%
2/14/2024LM Advisors LLC450$0.14M0.0%N/A0.000%
2/14/2024Creative Planning25,680$7.97M0.0%+11.1%0.022%
2/14/2024Garner Asset Management Corp367$0.11M0.0%N/A0.000%
2/14/2024RMB Capital Management LLC3,365$1.05M0.0%+3.2%0.003%
2/14/2024Caxton Associates LP2,250$0.70M0.0%-31.4%0.002%
2/14/2024Jacobi Capital Management LLC1,127$0.35M0.0%+9.7%0.001%
2/14/2024Ethic Inc.12,220$3.79M0.1%+4.5%0.011%
2/14/2024BOKF NA5,219$1.62M0.0%-10.6%0.005%
2/14/2024MGO One Seven LLC1,392$0.43M0.0%+11.0%0.001%
2/14/2024Advanced Portfolio Management LLC6,000$1.86M2.0%-58.5%0.005%
2/14/2024Nomura Holdings Inc.2,312$0.72M0.0%N/A0.002%
2/14/2024Cresset Asset Management LLC24,261$7.53M0.0%-0.8%0.021%
2/14/2024State of Tennessee Treasury Department25,382$7.88M0.0%-35.0%0.022%
2/14/2024XML Financial LLC1,875$0.58M0.1%+21.0%0.002%
2/14/2024Verition Fund Management LLC814$0.25M0.0%-41.7%0.001%
2/14/2024Elo Mutual Pension Insurance Co10,028$3.11M0.1%N/A0.009%
2/14/2024Sei Investments Co.70,611$21.92M0.0%-14.8%0.062%
2/14/2024Shell Asset Management Co.5,111$1.59M0.1%-20.6%0.004%
2/14/2024Evercore Wealth Management LLC1,607$0.50M0.0%-5.9%0.001%
2/14/2024Connectus Wealth LLC6,289$1.95M0.0%-79.8%0.005%
2/14/2024Ossiam4,784$1.49M0.0%+1.9%0.004%
2/14/2024Quadrature Capital Ltd22,736$7.06M0.1%-10.5%0.020%
2/14/2024Scout Investments Inc.24,363$7.56M0.2%+94.4%0.021%
2/14/2024Security National Bank128$40K0.0%N/A0.000%
2/14/2024Sompo Asset Management Co. Ltd.15,856$4.92M0.9%+46.1%0.014%
2/14/2024Thematics Asset Management57,065$17.72M0.8%+2.7%0.050%
2/14/2024Westwood Holdings Group Inc.8,382$2.60M0.0%+85.7%0.007%
2/14/2024Schroder Investment Management Group88,135$27.36M0.0%-20.5%0.077%
2/14/2024Prudential PLC4,879$1.52M0.0%-10.2%0.004%
2/14/2024Broderick Brian C39,981$12.41M3.1%+2.8%0.035%
2/14/2024Delaney Dennis R21,287$6.61M3.9%+2.1%0.019%
2/14/2024Azimuth Capital Investment Management LLC25,981$8.07M0.4%-3.5%0.023%
2/13/2024Vinva Investment Management Ltd3,861$1.20M0.1%N/A0.003%
2/13/2024Morningstar Investment Services LLC2,997$0.93M0.0%+98.9%0.003%
2/13/2024Envestnet Asset Management Inc.52,149$16.19M0.0%-6.5%0.046%
2/13/2024Stephens Inc. AR3,096$0.96M0.0%-2.9%0.003%
2/13/2024Northern Trust Corp1,356,014$421.02M0.1%-3.1%1.183%
2/13/2024Pinebridge Investments L.P.41,795$12.98M0.1%+67.7%0.036%
2/13/2024American International Group Inc.31,730$9.85M0.1%+1.0%0.028%
2/13/2024Cibc World Markets Corp14,765$4.58M0.0%+132.9%0.013%
2/13/2024Gabelli Funds LLC133,959$41.59M0.3%-0.9%0.117%
(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, 1,271 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were Aspire Private Capital LLC ($11.44B), Vanguard Group Inc. ($4.23B), BlackRock Inc. ($3.01B), State Street Corp ($1.49B), Morgan Stanley ($901.09M), Geode Capital Management LLC ($809.96M), and JPMorgan Chase & Co. ($786.78M).Learn more on ROK's institutional investors.

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

80.84% 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 1,117 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: Bank Julius Baer & Co. Ltd Zurich ($304.57M), Norges Bank ($1.99M), Imprint Wealth LLC ($1.25M), Moneta Group Investment Advisors LLC ($1.24M), Harding Loevner LP ($1.09M), Price T Rowe Associates Inc. MD ($1.01M), and JPMorgan Chase & Co. ($0.97M).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 332,800,382 shares in the last 24 months. This purchase volume represents approximately $108.18B in transactions.

Which Rockwell Automation major shareholders have been selling company stock?

Of the 770 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: Capital World Investors ($3.10M), Alecta Tjanstepension Omsesidigt ($1.92M), FMR LLC ($1.31M), Bank of New York Mellon Corp ($0.97M), Impax Asset Management Group plc ($0.86M), Alliancebernstein L.P. ($0.66M), and Mirae Asset Global Investments Co. Ltd. ($0.53M).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 23,700,029 shares in the last 24 months. This volume of shares sold represents approximately $6.48B in transactions.


This page (NYSE:ROK) was last updated on 3/5/2024 by MarketBeat.com Staff