NYSE:ROK

Rockwell Automation - ROK Institutional Ownership

$287.53

+2.99 (+1.05%)

(As of 03/30/2023 12:00 AM ET)

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Today's Range: $286.44
▼
$287.86
50-Day Range: $270.00
▼
$305.56
52-Week Range: $190.08
▼
$309.36

Volume: 430,471 shs
Average Volume: 735,651 shs
Market Capitalization: $33.00 billion

P/E Ratio: 31.15
Dividend Yield: 1.64%
Price Target: $263.24

Institutional Ownership

Current Institutional Ownership Percentage: 77.66%
Number of Institutional Buyers (last 12 months): 713
Total Institutional Inflows (last 12 months): $3.50 B
Number of Institutional Sellers (last 12 months): 523
Total Institutional Outflows (last 12 months): $2.51 B

ROK Institutional Buying and Selling by Quarter

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Rockwell Automation Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
3/31/2023	Metropolitan Life Insurance Co. NY	6,642	$1.71M	0.1%	-1.5%	0.006%
3/29/2023	Diametric Capital LP	4,575	$1.18M	0.6%	+76.3%	0.004%
3/23/2023	ETF Managers Group LLC	2,564	$0.66M	0.0%	+4.1%	0.002%
3/15/2023	B. Riley Wealth Advisors Inc.	8,865	$2.28M	0.1%	+238.1%	0.008%
3/13/2023	Claro Advisors LLC	1,782	$0.46M	0.2%	+28.5%	0.002%
3/10/2023	Flagstone Financial Management	1,995	$0.51M	0.3%	N/A	0.002%

3/10/2023	Victory Capital Management Inc.	80,730	$20.79M	0.0%	+5.7%	0.070%
3/8/2023	Capital Asset Advisory Services LLC	4,097	$1.06M	0.1%	+158.6%	0.004%
3/6/2023	Rockefeller Capital Management L.P.	31,150	$8.02M	0.0%	-5.0%	0.027%
3/6/2023	North Star Asset Management Inc.	55,343	$14.26M	0.9%	+2.1%	0.048%
3/1/2023	Smithbridge Asset Management Inc. DE	10,014	$2.58M	0.7%	-2.4%	0.009%
3/1/2023	Whitener Capital Management Inc.	16,612	$4.28M	1.9%	+0.3%	0.014%
3/1/2023	Regal Investment Advisors LLC	1,977	$0.51M	0.0%	-17.6%	0.002%
2/28/2023	Voya Investment Management LLC	76,139	$19.61M	0.0%	-7.5%	0.066%
2/27/2023	Rebalance LLC	1,083	$0.28M	0.0%	N/A	0.001%
2/24/2023	Natixis	12,779	$3.29M	0.0%	+28.8%	0.011%
2/23/2023	Chelsea Counsel Co.	1,692	$0.44M	0.2%	N/A	0.001%
2/22/2023	CVA Family Office LLC	230	$59K	0.0%	-14.8%	0.000%
2/21/2023	Macquarie Group Ltd.	11,536	$2.97M	0.0%	-9.2%	0.010%
2/21/2023	Northwestern Mutual Wealth Management Co.	10,664	$2.75M	0.0%	+8.1%	0.009%
2/21/2023	B. Riley Wealth Advisors Inc.	8,865	$2.28M	0.1%	+238.1%	0.008%
2/21/2023	Northwestern Mutual Investment Management Company LLC	3,599	$0.93M	0.0%	-16.0%	0.003%
2/21/2023	National Pension Service	151,206	$38.95M	0.1%	+0.5%	0.132%
2/17/2023	Truist Financial Corp	75,757	$19.51M	0.0%	+2.0%	0.066%
2/17/2023	Coppell Advisory Solutions Corp.	261	$67K	0.0%	N/A	0.000%
2/17/2023	Ascent Group LLC	1,428	$0.37M	0.0%	+5.2%	0.001%
2/17/2023	Bank Pictet & Cie Asia Ltd.	4,840	$1.25M	0.4%	+13.8%	0.004%
2/16/2023	GHP Investment Advisors Inc.	38,875	$10.01M	0.7%	+4.8%	0.034%
2/16/2023	WealthPLAN Partners LLC	1,474	$0.43M	0.0%	N/A	0.001%
2/16/2023	Moneta Group Investment Advisors LLC	1,236	$0.32M	0.0%	-12.5%	0.001%
2/16/2023	Alliancebernstein L.P.	542,153	$139.64M	0.1%	-19.2%	0.472%
2/16/2023	CreativeOne Wealth LLC	1,650	$0.43M	0.0%	+41.3%	0.001%
2/16/2023	Personal Capital Advisors Corp	914	$0.24M	0.0%	-30.3%	0.001%
2/16/2023	Resurgent Financial Advisors LLC	628	$0.16M	0.1%	N/A	0.001%
2/16/2023	United Capital Financial Advisers LLC	2,449	$0.63M	0.0%	+2.2%	0.002%
2/16/2023	Harbour Investments Inc.	977	$0.25M	0.0%	+13.3%	0.001%
2/15/2023	Public Employees Retirement System of Ohio	59,413	$15.30M	0.1%	+1.8%	0.052%
2/15/2023	Steward Partners Investment Advisory LLC	5,173	$1.33M	0.0%	-2.9%	0.005%
2/15/2023	Front Row Advisors LLC	8,846	$2.28M	1.2%	-0.7%	0.008%
2/15/2023	CI Private Wealth LLC	9,250	$2.38M	0.0%	N/A	0.008%

2/15/2023	Metropolitan Life Insurance Co NY	6,642	$1.71M	0.1%	-1.5%	0.006%
2/15/2023	MetLife Investment Management LLC	33,078	$8.52M	0.1%	-2.5%	0.029%
2/15/2023	Moneta Group Investment Advisors LLC	1,236,433	$318.47M	0.0%	+87,404.1%	1.077%
2/15/2023	State of Tennessee Treasury Department	17,339	$4.47M	0.0%	-7.4%	0.015%
2/15/2023	Salem Investment Counselors Inc.	205	$53K	0.0%	N/A	0.000%
2/15/2023	Apollon Wealth Management LLC	3,843	$0.99M	0.1%	+6.9%	0.003%
2/15/2023	Bradley Mark J.	14,254	$3.67M	3.3%	+1.5%	0.012%
2/15/2023	Utah Retirement Systems	20,434	$5.26M	0.1%	-1.9%	0.018%
2/15/2023	IHT Wealth Management LLC	2,030	$0.52M	0.0%	+9.8%	0.002%
2/15/2023	Lazard Asset Management LLC	1,154,119	$297.26M	0.4%	-1.5%	1.006%
2/15/2023	True Wealth Design LLC	354	$91K	0.0%	N/A	0.000%
2/15/2023	Gamco Investors INC. ET AL	124,206	$31.99M	0.3%	-0.2%	0.108%
2/15/2023	Cerity Partners LLC	10,669	$2.75M	0.0%	+295.3%	0.009%
2/15/2023	Toroso Investments LLC	3,251	$0.84M	0.0%	+7.8%	0.003%
2/15/2023	Soros Capital Management LLC	4,878	$1.26M	1.1%	-23.4%	0.004%
2/15/2023	State of Wisconsin Investment Board	62,931	$16.21M	0.1%	-8.2%	0.055%
2/15/2023	Schonfeld Strategic Advisors LLC	6,900	$1.78M	0.0%	-34.8%	0.006%
2/15/2023	SeaCrest Wealth Management LLC	1,435	$0.37M	0.1%	+41.4%	0.001%
2/15/2023	Legal & General Group Plc	778,191	$200.44M	0.1%	-9.6%	0.678%
2/15/2023	Linscomb & Williams Inc.	1,143	$0.29M	0.0%	+5.7%	0.001%
2/15/2023	Lombard Odier Asset Management Switzerland SA	1,655	$0.43M	0.0%	+46.6%	0.001%
2/15/2023	London & Capital Asset Management Ltd	150,434	$38.75M	3.6%	-6.0%	0.131%
2/15/2023	Mackenzie Financial Corp	24,123	$6.21M	0.0%	+155.3%	0.021%
2/15/2023	Marietta Investment Partners LLC	2,572	$0.66M	0.2%	+4.7%	0.002%
2/15/2023	Money Concepts Capital Corp	958	$0.25M	0.0%	+463.5%	0.001%
2/15/2023	Morgan Stanley	2,741,019	$706M	0.1%	+20.0%	2.388%
2/15/2023	Man Group plc	77,434	$19.95M	0.1%	+2.7%	0.067%
2/15/2023	Mariner LLC	71,861	$18.51M	0.1%	+0.7%	0.063%
2/15/2023	Nissay Asset Management Corp Japan ADV	14,049	$3.62M	0.0%	-2.0%	0.012%
2/15/2023	Norges Bank	835,209	$215.13M	0.1%	N/A	0.728%
2/15/2023	ERn Financial LLC	941	$0.24M	0.1%	N/A	0.001%
2/15/2023	Evergreen Capital Management LLC	2,275	$0.59M	0.0%	+44.6%	0.002%
2/15/2023	First Manhattan Co.	125	$32K	0.0%	+150.0%	0.000%
2/15/2023	Fjarde AP Fonden Fourth Swedish National Pension Fund	29,495	$7.60M	0.1%	-12.2%	0.026%
2/15/2023	AQR Capital Management LLC	3,968	$1.02M	0.0%	-78.7%	0.003%
2/15/2023	Arosa Capital Management LP	23,240	$5.99M	1.3%	N/A	0.020%
2/15/2023	Atom Investors LP	1,797	$0.46M	0.2%	-36.1%	0.002%
2/15/2023	Azimuth Capital Investment Management LLC	28,623	$7.37M	0.4%	+1.8%	0.025%
2/15/2023	Freedom Wealth Alliance LLC	462	$0.12M	0.2%	N/A	0.000%
2/15/2023	Centiva Capital LP	1,035	$0.27M	0.0%	N/A	0.001%
2/15/2023	Caisse DE Depot ET Placement DU Quebec	20,031	$5.16M	0.0%	-46.8%	0.017%
2/14/2023	Rodgers Brothers Inc.	18,671	$4.81M	1.0%	+0.8%	0.016%
2/14/2023	Davis Investment Partners LLC	2,315	$0.68M	0.3%	N/A	0.002%
2/14/2023	PDT Partners LLC	9,988	$2.57M	0.4%	N/A	0.009%
2/14/2023	Vident Investment Advisory LLC	4,583	$1.18M	0.0%	-94.7%	0.004%
2/14/2023	Advisor Partners II LLC	7,272	$1.87M	0.1%	+19.5%	0.006%
2/14/2023	DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main	350,115	$90.18M	0.2%	+6.4%	0.305%
2/14/2023	Price T Rowe Associates Inc. MD	1,376,599	$354.57M	0.1%	-8.2%	1.199%
2/14/2023	Meiji Yasuda Life Insurance Co	1,800	$0.46M	0.0%	N/A	0.002%
2/14/2023	Meiji Yasuda Asset Management Co Ltd.	4,040	$1.04M	0.0%	+25.1%	0.004%

2/14/2023	Cetera Advisor Networks LLC	9,342	$2.41M	0.0%	-32.4%	0.008%
2/14/2023	Cetera Investment Advisers	4,606	$1.19M	0.0%	+45.6%	0.004%
2/14/2023	Cetera Advisors LLC	4,877	$1.26M	0.0%	-1.9%	0.004%
2/14/2023	Amundi	2,157,129	$602.78M	0.3%	+6.7%	1.879%
2/14/2023	Marshall Wace LLP	800	$0.21M	0.0%	N/A	0.001%
2/14/2023	Nelson Van Denburg & Campbell Wealth Management Group LLC	828	$0.21M	0.0%	+30.0%	0.001%
2/14/2023	Campbell & CO Investment Adviser LLC	799	$0.21M	0.0%	-75.5%	0.001%
2/14/2023	Two Sigma Investments LP	27,144	$6.99M	0.0%	+35.6%	0.024%
2/14/2023	Allstate Investment Management Co.	4,631	$1.19M	0.0%	N/A	0.004%
2/14/2023	Hirtle Callaghan & Co LLC	4,011	$1.03M	0.1%	N/A	0.003%

(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, 1,215 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were Vanguard Group Inc. ($2.90B), BlackRock Inc. ($1.82B), Capital World Investors ($1.32B), State Street Corp ($975.93M), Alecta Tjanstepension Omsesidigt ($776.09M), Morgan Stanley ($706M), and Private Advisor Group LLC ($704.95M).Learn more on ROK's institutional investors.
What percentage of Rockwell Automation stock is owned by institutional investors?: 77.66% 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 1,060 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: Amundi ($2.49M), Norges Bank ($1.95M), JPMorgan Chase & Co. ($1.39M), Capital World Investors ($1.30M), Moneta Group Investment Advisors LLC ($1.24M), Price T Rowe Associates Inc. MD ($1.01M), and Ceredex Value Advisors LLC ($1.01M).

How much institutional buying is happening at Rockwell Automation?: Institutional investors have bought a total of 30,965,258 shares in the last 24 months. This purchase volume represents approximately $8.44B in transactions.
Which Rockwell Automation major shareholders have been selling company stock?: Of the 743 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: Price T Rowe Associates Inc. MD ($1.44M), Bank of New York Mellon Corp ($1.24M), Bank of America Corp DE ($1.12M), JPMorgan Chase & Co. ($0.99M), Alliancebernstein L.P. ($0.65M), Sumitomo Mitsui Trust Holdings Inc. ($0.62M), and UBS Group AG ($0.57M).
How much institutional selling is happening at Rockwell Automation?: Institutional investors have sold a total of 22,303,176 shares in the last 24 months. This volume of shares sold represents approximately $5.92B in transactions.

This page (NYSE:ROK) was last updated on 3/31/2023 by MarketBeat.com Staff

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Rockwell Automation - ROK Institutional Ownership

ROK Institutional Buying and Selling by Quarter

Rockwell Automation Major Shareholders & Ownership History

ROK Institutional Ownership - Frequently Asked Questions

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Rockwell Automation - ROK Institutional Ownership

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

ROK Institutional Buying and Selling by Quarter

Rockwell Automation Major Shareholders & Ownership History

ROK Institutional Ownership - Frequently Asked Questions