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Rockwell Automation (ROK) Institutional Ownership

Rockwell Automation logo
$247.40 -0.25 (-0.10%)
As of 03:59 PM Eastern

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

Current
Institutional Ownership
Percentage
75.75%
Number of
Institutional Buyers
(last 12 months)
710
Total
Institutional Inflows
(last 12 months)
$6.46B
Number of
Institutional Sellers
(last 12 months)
505
Total
Institutional Outflows
(last 12 months)
$2.30B
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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
4/30/2025Valeo Financial Advisors LLC2,022$522K0.0%+64.4%0.002%
4/30/2025SilverOak Wealth Management LLC9,694$2.51M0.5%-10.2%0.009%
4/30/2025M&T Bank Corp18,655$4.82M0.0%-7.0%0.016%
4/30/2025Stratos Wealth Partners LTD.7,791$2.01M0.0%-4.8%0.007%
4/30/2025Stratos Wealth Advisors LLC15,104$3.90M0.2%-7.5%0.013%
4/30/2025Brown Advisory Inc.27,904$7.21M0.0%-5.5%0.025%
4/30/2025Ninety One UK Ltd82,437$21.30M0.1%-85.6%0.073%
4/30/2025Crossmark Global Holdings Inc.3,996$1.03M0.0%-1.4%0.004%
4/29/2025U.S. Capital Wealth Advisors LLC929$240K0.0%N/A0.001%
4/29/2025Cooksen Wealth LLC130$34K0.0%N/A0.000%
4/29/2025TD Private Client Wealth LLC1,938$501K0.0%+27.1%0.002%
4/29/2025Envestnet Asset Management Inc.279,852$72.31M0.0%+46.4%0.247%
4/29/2025Penserra Capital Management LLC554$142K0.0%-32.2%0.000%
4/29/2025Chilton Capital Management LLC102$26K0.0%-90.0%0.000%
4/29/2025Tradewinds LLC.997$258K0.1%-95.0%0.001%
4/29/2025HM Payson & Co.2,221$574K0.0%-6.3%0.002%
4/29/2025Bank of New York Mellon Corp765,160$197.70M0.0%-1.2%0.677%
4/29/2025World Investment Advisors1,710$442K0.0%-27.0%0.002%
4/29/2025Truist Financial Corp171,532$44.32M0.1%+67.6%0.152%
4/29/2025Eukles Asset Management9,590$2.48M1.1%+2.7%0.008%
4/29/2025Impax Asset Management Group plc4,941$1.28M0.0%+36.8%0.004%
4/29/2025Kintegral Advisory LLC1,679$434K0.1%-32.9%0.001%
4/29/2025IFM Investors Pty Ltd22,646$6.08M0.1%+10.7%0.020%
4/29/2025OneDigital Investment Advisors LLC4,176$1.08M0.0%+8.2%0.004%
4/29/2025Aviance Capital Partners LLC5,345$1.38M0.2%-0.9%0.005%
4/28/2025 D.A. Davidson & CO.24,641$6.37M0.1%+8.9%0.022%
4/28/2025 Principal Financial Group Inc.232,563$60.09M0.0%+8.9%0.206%
4/28/2025 Mutual Advisors LLC2,367$588K0.0%+9.8%0.002%
4/28/2025 Teacher Retirement System of Texas16,512$4.27M0.0%+1,453.3%0.015%
4/28/2025 Elmwood Wealth Management Inc.4,617$1.19M0.5%-2.1%0.004%
4/28/2025 Keybank National Association OH43,037$11.12M0.0%-3.7%0.038%
4/28/2025 DAVENPORT & Co LLC423,907$109.56M0.6%+3.8%0.375%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd18,226$4.71M0.0%-36.3%0.016%
4/28/2025 Vontobel Holding Ltd.11,151$2.88M0.0%-41.7%0.010%
4/25/2025 Kampmann Melissa S.12,073$3.12M2.5%+2.3%0.011%
4/25/2025 Mather Group LLC.942$243K0.0%+32.5%0.001%
4/25/2025 Koshinski Asset Management Inc.4,097$1.06M0.1%+1.1%0.004%
4/25/2025 J.Safra Asset Management Corp370$96K0.0%-50.0%0.000%
4/25/2025 WASHINGTON TRUST Co300$78K0.0%-87.9%0.000%
4/25/2025 Ameritas Advisory Services LLC3,731$981K0.0%-28.1%0.003%
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4/25/2025 New York State Teachers Retirement System86,579$22.37M0.1%-6.8%0.077%
4/25/2025 Amalgamated Bank22,161$5.73M0.0%+1.5%0.020%
4/25/2025 Buttonwood Financial Advisors Inc.1,230$318K0.1%-13.2%0.001%
4/25/2025 Citizens National Bank Trust Department100$26K0.0%N/A0.000%
4/25/2025 Essex Financial Services Inc.868$224K0.0%+14.2%0.001%
4/25/2025 KBC Group NV10,528$2.72M0.0%-54.7%0.009%
4/25/2025 McGuire Investment Group LLC15,807$4.08M0.6%-0.4%0.014%
4/25/2025 Sovran Advisors LLC3,072$794K0.1%+77.7%0.003%
4/25/2025 Sicart Associates LLC1,175$304K0.1%-6.0%0.001%
4/25/2025 Sumitomo Mitsui Trust Group Inc.994,313$256.91M0.2%-1.4%0.879%
4/24/2025 Golden State Wealth Management LLC2,596$671K0.1%+3.8%0.002%
4/24/2025 Patron Partners LLC1,418$366K0.2%-3.5%0.001%
4/24/2025 Westend Capital Management LLC25,141$6.50M2.5%N/A0.022%
4/24/2025 Confluence Wealth Services Inc.1,187$285K0.0%N/A0.001%
4/24/2025 Sunbelt Securities Inc.394$102K0.0%-43.3%0.000%
4/24/2025 Allspring Global Investments Holdings LLC5,652$1.46M0.0%+0.8%0.005%
4/24/2025 Mirae Asset Global Investments Co. Ltd.159,481$41.22M0.1%+1,287.3%0.141%
4/24/2025 Quilter Plc351,350$90.78M1.9%+5.9%0.311%
4/24/2025 Bartlett & CO. Wealth Management LLC31,638$8.18M0.1%-2.1%0.028%
4/24/2025 Transcend Capital Advisors LLC1,629$421K0.0%-3.7%0.001%
4/24/2025 Diversified Trust Co3,810$984K0.0%-14.4%0.003%
4/23/2025 KG&L Capital Management LLC951$246K0.1%-51.3%0.001%
4/23/2025 Western Wealth Management LLC2,880$744K0.0%-1.5%0.003%
4/23/2025 Robeco Institutional Asset Management B.V.48,647$12.57M0.0%+26.0%0.043%
4/23/2025 Sequoia Financial Advisors LLC4,725$1.22M0.0%+1.8%0.004%
4/23/2025 Pure Financial Advisors LLC1,634$422K0.0%+3.2%0.001%
4/23/2025 Perigon Wealth Management LLC2,769$715K0.0%-3.8%0.002%
4/23/2025 Golden State Wealth Management LLC5,254$1.36M0.1%+110.2%0.005%
4/23/2025 Moran Wealth Management LLC2,219$573K0.0%-8.0%0.002%
4/23/2025 International Assets Investment Management LLC1,616$417K0.0%-53.1%0.001%
4/23/2025 Vectors Research Management LLC5,961$1.54M0.5%+1.4%0.005%
4/23/2025 Chevy Chase Trust Holdings LLC59,876$15.47M0.0%+0.2%0.053%
4/23/2025 Legacy Advisors LLC1,178$304K0.0%+32.5%0.001%
4/23/2025 Asset Management One Co. Ltd.46,736$12.08M0.0%+2.2%0.041%
4/23/2025 GHP Investment Advisors Inc.50,348$13.01M0.6%+3.1%0.045%
4/23/2025 Uncommon Cents Investing LLC3,315$857K0.3%-7.3%0.003%
4/23/2025 Oppenheimer & Co. Inc.55,083$14.23M0.2%-0.4%0.049%
4/23/2025 EQ Wealth Advisors LLC393$102K0.1%N/A0.000%
4/22/2025 XML Financial LLC1,607$415K0.0%+6.6%0.001%
4/22/2025 Stiles Financial Services Inc2,134$552K0.2%-5.2%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.11,531$2.98M0.0%-5.8%0.010%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund3,287$849K0.1%-33.1%0.003%
4/22/2025 Manning & Napier Advisors LLC6,401$1.65M0.0%-7.0%0.006%
4/22/2025 Kentucky Retirement Systems7,718$1.99M0.1%-1.0%0.007%
4/22/2025 Center for Financial Planning Inc.767$198K0.0%-11.5%0.001%
4/22/2025 Crews Bank & Trust374$97K0.0%-14.0%0.000%
4/22/2025 Connective Portfolio Management LLC4,000$1.03M3.5%N/A0.004%
4/22/2025 Garland Capital Management Inc.11,665$3.01M2.8%-7.5%0.010%
4/22/2025 GAM Holding AG4,920$1.27M0.1%-43.5%0.004%
4/22/2025 Cabot Wealth Management Inc.48,480$12.53M1.6%+1.4%0.043%
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4/22/2025 PFG Investments LLC1,965$508K0.0%-2.4%0.002%
4/22/2025 Covea Finance58,823$15.20M0.7%+73.4%0.052%
4/21/2025 Riverbridge Partners LLC7,045$1.82M0.0%+3.0%0.006%
4/21/2025 Retirement Systems of Alabama24,299$6.28M0.0%-0.6%0.021%
4/21/2025 Roberts Wealth Advisors LLC13,121$3.39M1.0%+1.1%0.012%
4/21/2025 Envestnet Portfolio Solutions Inc.878$227K0.0%-84.6%0.001%
4/21/2025 Johnson Investment Counsel Inc.1,423$368K0.0%-4.3%0.001%
4/21/2025 State of Alaska Department of Revenue13,240$3.42M0.0%+2.8%0.012%
4/21/2025 Puzo Michael J33,393$8.63M2.5%-0.5%0.030%
4/18/2025 Broderick Brian C44,941$11.61M2.4%-0.2%0.040%
(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, 1,313 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. ($3.97B), BlackRock Inc. ($3.01B), Price T Rowe Associates Inc. MD ($2.03B), State Street Corp ($1.25B), Morgan Stanley ($901.09M), and Geode Capital Management LLC ($779.43M).Learn more on ROK's institutional investors.

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

75.75% 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 1,109 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), Price T Rowe Associates Inc. MD ($5.44M), International Assets Investment Management LLC ($1.23M), Accredited Investors Inc. ($1.18M), Norges Bank ($1.04M), Capital World Investors ($768.91K), and Van ECK Associates Corp ($746.41K).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 337,077,260 shares in the last 24 months. This purchase volume represents approximately $109.79B in transactions.

Which Rockwell Automation major shareholders have been selling company stock?

Of the 751 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 ($2.92M), Alecta Tjanstepension Omsesidigt ($1.98M), FMR LLC ($1.12M), Van ECK Associates Corp ($1.11M), International Assets Investment Management LLC ($934.56K), Ninety One UK Ltd ($875.83K), and Massachusetts Financial Services Co. MA ($800.41K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 20,384,690 shares in the last 24 months. This volume of shares sold represents approximately $6.06B in transactions.



This page (NYSE:ROK) was last updated on 4/30/2025 by MarketBeat.com Staff
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