Rockwell Automation (ROK) Institutional Ownership

$273.59
+4.32 (+1.60%)
(As of 05/10/2024 ET)

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

Current
Institutional Ownership
Percentage
75.75%
Number of
Institutional Buyers
(last 12 months)
726
Total
Institutional Inflows
(last 12 months)
$103.28B
Number of
Institutional Sellers
(last 12 months)
500
Total
Institutional Outflows
(last 12 months)
$3.73B
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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
5/10/2024Hoey Investments Inc.2,528$736K0.2%-18.1%0.002%
5/10/2024Mitsubishi UFJ Trust & Banking Corp64,806$18.88M0.0%-5.8%0.057%
5/10/2024First Foundation Advisors3,427$998K0.0%-11.0%0.003%
5/10/2024Banco Santander S.A.44,428$12.94M0.2%N/A0.039%
5/10/2024 Tocqueville Asset Management L.P.79,990$23.30M0.4%-0.6%0.070%
5/10/2024 J.Safra Asset Management Corp815$237K0.0%+10.1%0.001%
5/10/2024 1ST Source Bank1,682$490K0.0%-2.5%0.001%
5/10/2024 Nwam LLC1,122$314K0.0%+29.9%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC21,013$6.12M0.4%+30.5%0.018%
5/9/2024 Trillium Asset Management LLC40,080$11.68M0.3%-0.3%0.035%
5/9/2024 Orion Portfolio Solutions LLC9,710$2.83M0.0%+4.0%0.008%
5/9/2024 Blair William & Co. IL405,107$118.02M0.4%+2.7%0.354%
5/9/2024 HBK Sorce Advisory LLC4,290$1.25M0.0%+107.3%0.004%
5/9/2024 Kingsview Wealth Management LLC2,730$795K0.0%+5.5%0.002%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.223,495$65.11M0.1%+28.2%0.195%
5/9/2024 State Board of Administration of Florida Retirement System127,420$37.39M0.1%+4.1%0.111%
5/9/2024 Portland Global Advisors LLC29,368$8.56M1.2%+15.1%0.026%
5/9/2024 Dearborn Partners LLC975$284K0.0%-13.5%0.001%
5/9/2024 Koshinski Asset Management Inc.4,425$1.29M0.1%-15.5%0.004%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.160,546$46.77M0.1%-9.0%0.140%
5/8/2024 Entropy Technologies LP3,046$887K0.1%-17.2%0.003%
5/8/2024 Taurus Asset Management LLC29,612$8.63M0.9%-16.8%0.026%
5/8/2024 Richard C. Young & CO. LTD.18,032$5.25M0.7%-2.0%0.016%
5/8/2024 Bleakley Financial Group LLC3,446$1.00M0.0%+3.6%0.003%
5/8/2024 ProShare Advisors LLC14,739$4.29M0.0%-7.3%0.013%
5/8/2024 Avantax Advisory Services Inc.3,294$960K0.0%+15.0%0.003%
5/8/2024 US Bancorp DE100,162$29.18M0.0%-1.3%0.087%
5/8/2024 Value Star Asset Management Hong Kong Ltd24,200$7.05M2.4%N/A0.021%
5/8/2024 Addison Capital Co2,261$659K0.3%+21.6%0.002%
5/8/2024 Isthmus Partners LLC39,798$11.59M1.3%+1.7%0.035%
5/8/2024 Russell Investments Group Ltd.49,947$14.55M0.0%+18.8%0.044%
5/8/2024 Qsemble Capital Management LP3,357$978K0.2%N/A0.003%
5/8/2024 QRG Capital Management Inc.2,731$796K0.0%-8.4%0.002%
5/8/2024 Headlands Technologies LLC226$66K0.0%N/A0.000%
5/8/2024 Williams Jones Wealth Management LLC.119,675$34.87M0.4%+21.6%0.104%
5/8/2024 Donoghue Forlines LLC1,810$527K0.2%N/A0.002%
5/7/2024 Verus Capital Partners LLC2,098$611K0.1%-5.6%0.002%
5/7/2024 NorthRock Partners LLC756$220K0.0%+13.0%0.001%
5/7/2024 Sfmg LLC901$262K0.0%-6.7%0.001%
5/7/2024 Sei Investments Co.73,805$21.50M0.0%+4.5%0.064%
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5/7/2024 Chilton Capital Management LLC1,265$369K0.0%-21.6%0.001%
5/7/2024 Concurrent Investment Advisors LLC946$276K0.0%-26.8%0.001%
5/7/2024 SilverOak Wealth Management LLC10,557$3.08M0.8%+18.7%0.009%
5/7/2024 Nixon Peabody Trust Co.40,710$11.86M1.1%+5.1%0.036%
5/7/2024 Reynders McVeigh Capital Management LLC196,471$57.24M3.3%+2.4%0.171%
5/7/2024 Montag A & Associates Inc.2,052$598K0.0%+37.1%0.002%
5/7/2024 WealthPLAN Partners LLC1,081$315K0.0%-7.8%0.001%
5/7/2024 Swiss National Bank343,200$99.98M0.1%-4.4%0.300%
5/7/2024 Forsta AP Fonden48,700$14.19M0.1%+5.2%0.042%
5/7/2024 Illinois Municipal Retirement Fund3,407$993K0.0%-27.6%0.003%
5/7/2024 Lipe & Dalton18,108$5.28M2.7%-0.8%0.016%
5/7/2024 TimesSquare Capital Management LLC203,830$59.38M0.9%+5.0%0.178%
5/7/2024 Oppenheimer Asset Management Inc.11,666$3.40M0.0%-11.3%0.010%
5/7/2024 PFG Advisors6,160$1.80M0.1%+13.0%0.005%
5/7/2024 Oppenheimer & Co. Inc.53,911$15.71M0.3%+62.6%0.047%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management2,267$660K0.0%-8.2%0.002%
5/7/2024 Wealthspire Advisors LLC2,167$631K0.0%-11.9%0.002%
5/7/2024 SG Americas Securities LLC14,731$4.29M0.0%+186.9%0.013%
5/7/2024 Empowered Funds LLC5,027$1.47M0.0%+268.8%0.004%
5/6/2024 Quantbot Technologies LP4,506$1.31M0.1%+8.7%0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.5,251$1.53M0.0%+70.0%0.005%
5/6/2024 Empirical Finance LLC4,148$1.21M0.1%+3.5%0.004%
5/6/2024 Duality Advisers LP2,019$588K0.1%N/A0.002%
5/6/2024 Concord Investment Counsel Inc.684$199K0.1%N/A0.001%
5/6/2024 Advisory Services Network LLC10,402$3.03M0.1%+7.7%0.009%
5/6/2024 Grandfield & Dodd LLC15,032$4.38M0.3%N/A0.013%
5/6/2024 Broderick Brian C42,956$12.51M2.7%+7.4%0.037%
5/6/2024 Hemenway Trust Co LLC106,607$31.06M2.7%+1.5%0.093%
5/4/2024 DAVENPORT & Co LLC222,000$64.64M0.4%N/A0.194%
5/4/2024 9258 Wealth Management LLC1,456$424K0.1%+13.9%0.001%
5/4/2024 WBI Investments LLC4,333$1.26M0.3%N/A0.004%
5/3/2024 Clarity Capital Partners LLC1,902$554K0.4%+63.0%0.002%
5/3/2024 Catalina Capital Group LLC851$248K0.1%N/A0.001%
5/3/2024 Mediolanum International Funds Ltd15,806$4.60M0.1%N/A0.014%
5/3/2024 Smithbridge Asset Management Inc. DE10,215$2.98M0.6%-0.6%0.009%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors1,434$418K0.0%N/A0.001%
5/3/2024 Rehmann Capital Advisory Group1,153$336K0.0%-6.9%0.001%
5/3/2024 Chevy Chase Trust Holdings LLC63,891$18.61M0.1%-1.1%0.056%
5/3/2024 Commerce Bank66,965$19.51M0.1%+2.6%0.058%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S3,770$1.10M0.0%-49.0%0.003%
5/3/2024 Pictet North America Advisors SA3,250$947K0.1%N/A0.003%
5/3/2024 Central Pacific Bank Trust Division4,612$1.31M0.2%N/A0.004%
5/3/2024 Whittier Trust Co. of Nevada Inc.516$150K0.0%+14.2%0.000%
5/3/2024 Patron Partners LLC1,500$437K0.3%+7.0%0.001%
5/3/2024 Whittier Trust Co.1,966$573K0.0%+4.4%0.002%
5/2/2024 Cliftonlarsonallen Wealth Advisors LLC33,347$9.72M0.2%-4.3%0.029%
5/2/2024 Pegasus Asset Management Inc.10,530$3.07M1.2%+3.6%0.009%
5/2/2024 Mutual of America Capital Management LLC15,029$4.38M0.0%-2.3%0.013%
5/2/2024 FORA Capital LLC24,731$7.21M0.6%+63.3%0.022%
5/2/2024 Daiwa Securities Group Inc.20,701$6.03M0.0%-8.2%0.018%
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5/2/2024 Nordea Investment Management AB453,336$131.61M0.2%-4.0%0.396%
5/2/2024 Mendel Money Management2,633$767K0.4%-202.3%0.002%
5/2/2024 Fidelis Capital Partners LLC507$148K0.0%N/A0.000%
5/2/2024 BNP Paribas4,737$1.38M0.1%N/A0.004%
5/2/2024 Choreo LLC2,045$596K0.0%+4.2%0.002%
5/2/2024 Tokio Marine Asset Management Co. Ltd.2,936$855K0.0%+5.5%0.003%
5/2/2024 Moloney Securities Asset Management LLC1,554$453K0.1%-8.3%0.001%
5/1/2024 GLOBALT Investments LLC GA2,118$617K0.0%-3.6%0.002%
5/1/2024 Connecticut Wealth Management LLC3,206$934K0.0%+195.2%0.003%
5/1/2024 Janney Capital Management LLC2,531$737K0.0%-2.5%0.002%
(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, 1,211 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. ($3.86B), 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?

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 1,047 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 ($304.54M), Harding Loevner LP ($1.09M), Amundi ($934.95K), Capital World Investors ($768.91K), Price T Rowe Associates Inc. MD ($764.39K), JPMorgan Chase & Co. ($651.90K), and FIFTHDELTA Ltd ($512.10K).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 325,221,606 shares in the last 24 months. This purchase volume represents approximately $105.96B in transactions.

Which Rockwell Automation major shareholders have been selling company stock?

Of the 706 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 ($1.01M), Impax Asset Management Group plc ($856.38K), Mirae Asset Global Investments Co. Ltd. ($581.99K), and Alliancebernstein L.P. ($520.94K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 20,581,751 shares in the last 24 months. This volume of shares sold represents approximately $5.68B in transactions.


This page (NYSE:ROK) was last updated on 5/10/2024 by MarketBeat.com Staff

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