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Rockwell Automation (ROK) Institutional Ownership

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$432.67 -0.60 (-0.14%)
As of 09:40 AM Eastern
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Institutional Ownership Changes (13F Filings) for Rockwell Automation (NYSE:ROK)

Current
Institutional Ownership
Percentage
75.75%
Number of
Institutional Buyers
(last 12 months)
838
Total
Institutional Inflows
(last 12 months)
$13.95B
Number of
Institutional Sellers
(last 12 months)
544
Total
Institutional Outflows
(last 12 months)
$3.32B
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ROK Institutional Buying and Selling by Quarter

Rockwell Automation Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Ancora Advisors LLC5,023$2.49M0.0%-16.2%0.005%
8/20/2026 Benjamin Edwards Inc.5,633$2.79M0.0%-0.9%0.005%
8/20/2026 GTS Securities LLC731$362K0.0%-22.9%0.001%
8/20/2026 Cookson Peirce & Co. Inc.4,874$2.41M0.1%+13.9%0.004%
8/20/2026 Nichols & Pratt Advisers LLP MA540$267K0.0%N/A0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.29,714$14.71M0.0%+46.2%0.027%
8/20/2026 Wedbush Securities Inc.3,685$1.82M0.0%+12.0%0.003%
8/20/2026 Meiji Yasuda Life Insurance Co1,984$982K0.0%N/A0.002%
8/20/2026 Greenwood Capital Associates LLC4,640$2.30M0.2%N/A0.004%
8/19/2026 Capital Advisors Inc. OK149,600$74.06M1.1%+1.4%0.135%
8/19/2026 Trustmark Bank Trust Department585$290K0.0%N/A0.001%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,074,596$532.01M0.1%-6.4%0.968%
8/19/2026 New Mexico Educational Retirement Board5,576$2.76M0.1%+7.7%0.005%
8/19/2026 Royal London Asset Management Ltd.59,037$29.23M0.1%-0.2%0.053%
8/19/2026 Mufg Securities Americas Inc.3,352$1.66M0.1%+7.8%0.003%
8/19/2026 Van ECK Associates Corp27,244$13.49M0.0%-10.7%0.025%
8/19/2026 Nissay Asset Management Corp Japan67,367$33.35M0.1%+63.4%0.061%
8/19/2026 BNP Paribas8,595$4.19M0.1%+15.3%0.008%
8/19/2026 Hsbc Holdings PLC472,888$233.96M0.1%+16.3%0.426%
8/19/2026 Wellington Management Group LLP3,020$1.50M0.0%+6.4%0.003%
8/19/2026 Lombard Odier Asset Management Europe Ltd43,582$21.58M0.1%+20.4%0.039%
8/19/2026 Archer Investment Corp145$72K0.0%N/A0.000%
8/19/2026 Archer Investment Corp830$411K0.1%+1,744.4%0.001%
8/19/2026Kingsview Wealth Management LLC1,442$714K0.0%-26.0%0.001%
8/18/2026 Beacon Pointe Advisors LLC3,309$1.64M0.0%-7.1%0.003%
8/18/2026 Rakuten Investment Management Inc.18,263$8.81M0.0%+9.5%0.016%
8/18/2026 North Star Asset Management Inc.46,633$23.09M0.9%-3.9%0.042%
8/18/2026 Empowered Funds LLC25,938$12.84M0.1%+159.8%0.023%
8/18/2026 United Capital Financial Advisors LLC5,155$2.55M0.0%+11.2%0.005%
8/18/2026 Equitable Holdings Inc.4,302$2.13M0.0%-15.8%0.004%
8/18/2026 Centaurus Financial Inc.3,996$1.98M0.1%-1.1%0.004%
8/18/2026 Integrated Investment Consultants LLC548$271K0.1%-37.6%0.000%
8/18/2026Jefferies Financial Group Inc.7,385$3.66M0.0%+12.3%0.007%
8/18/2026 Public Employees Retirement System of Ohio52,629$26.06M0.1%-4.2%0.047%
8/17/2026 Capstone Investment Advisors LLC961$476K0.0%+33.8%0.001%
8/17/2026 Proficio Capital Partners LLC903$447K0.0%N/A0.001%
8/17/2026 Pure Financial Advisors LLC4,294$2.13M0.0%+124.9%0.004%
8/17/2026 Transamerica Financial Advisors LLC108$54K0.0%+74.2%0.000%
8/17/2026 Corient Private Wealth LP120,363$59.59M0.0%-1.3%0.108%
8/17/2026 Corient Private Wealth LP121,128$59.97M0.0%N/A0.109%
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8/17/2026 Bank of America Corp DE1,036,484$513.14M0.0%-1.0%0.933%
8/15/2026 Strategic Global Advisors LLC24,661$12.21M1.7%N/A0.022%
8/15/2026 Vantage Point Financial LLC680$337K0.1%N/A0.001%
8/15/2026 Caisse de depot et placement du Quebec161,408$79.91M0.1%N/A0.145%
8/15/2026 Odyssean LLC1,418$702K0.1%N/A0.001%
8/15/2026 Man Group plc263,381$130.40M0.2%N/A0.237%
8/15/2026 Jupiter Topco LLC14,389$7.13M0.0%N/A0.013%
8/14/2026 Hsbc Holdings PLC472,888$233.96M0.1%N/A0.426%
8/14/2026 EFG International AG25,777$12.77M0.2%N/A0.023%
8/14/2026 Ancora Advisors LLC5,023$2.49M0.0%N/A0.005%
8/14/2026 Primecap Management Co. CA254,360$125.93M0.1%N/A0.229%
8/14/2026 Palisade Capital Management LP630$312K0.0%N/A0.001%
8/14/2026 Canada Pension Plan Investment Board229,482$113.61M0.1%N/A0.207%
8/14/2026 Legal & General Group Plc797,658$394.91M0.1%N/A0.718%
8/14/2026 The Manufacturers Life Insurance Company 78,774$39.00M0.0%N/A0.071%
8/14/2026 Manning & Napier Advisors LLC185$92K0.0%N/A0.000%
8/14/2026 L2 Asset Management LLC641$317K0.0%N/A0.001%
8/13/2026 Safeguard Investment Advisory Group LLC1,202$595K0.1%N/A0.001%
8/13/2026 Cibc World Market Inc.12,982$6.43M0.0%N/A0.012%
8/13/2026 OMERS ADMINISTRATION Corp12,949$6.41M0.0%N/A0.012%
8/13/2026 Osmosis Investment Management UK Ltd23,301$11.54M0.5%N/A0.021%
8/13/2026 Sanctuary Advisors LLC17,720$8.77M0.0%N/A0.016%
8/13/2026 Biondo Investment Advisors LLC425$210K0.0%N/A0.000%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.3,522$1.74M0.1%N/A0.003%
8/13/2026 Elefante Mark B16,181$8.01M3.4%N/A0.015%
8/13/2026 Globeflex Capital L P1,635$809K0.1%N/A0.001%
8/13/2026 Bank of Nova Scotia16,143$7.99M0.0%N/A0.015%
8/12/2026 Welch Capital Partners LLC NY696$345K0.1%N/A0.001%
8/12/2026 Elevation Point Wealth Partners LLC5,777$2.86M0.1%N/A0.005%
8/12/2026 Alta Advisers Ltd416$206K0.0%N/A0.000%
8/12/2026 Daiichi Life Insurance Co. Ltd.6,891$3.41M0.1%N/A0.006%
8/12/2026 Commerce Bank45,211$22.38M0.1%N/A0.041%
8/12/2026 Northwestern Mutual Wealth Management Co.29,714$14.71M0.0%N/A0.027%
8/12/2026 W1M Asset Management Ltd862$427K0.0%N/A0.001%
8/12/2026 Iyo Bank Ltd.21,350$10.57M3.2%N/A0.019%
8/12/2026 Sumitomo Life Insurance Co.2,983$1.48M0.0%N/A0.003%
8/12/2026 Korea Investment CORP115,134$57.00M0.1%N/A0.104%
8/12/2026 EP Wealth Advisors LLC96,877$47.96M0.2%N/A0.087%
8/12/2026 Ieq Capital LLC911$451K0.0%N/A0.001%
8/12/2026 Heron Bay Capital Management47,617$23.57M2.1%N/A0.043%
8/12/2026 Callan Family Office LLC2,374$1.18M0.0%N/A0.002%
8/11/2026 Keating Financial Advisory Services Inc.322$159K0.0%N/A0.000%
8/11/2026 Patron Partners LLC1,131$560K0.2%N/A0.001%
8/11/2026 Allworth Financial LP5,199$2.57M0.0%N/A0.005%
8/11/2026 B. Metzler seel. Sohn & Co. AG27,617$13.67M0.1%N/A0.025%
8/11/2026 Virtus Advisers LLC50$25K0.0%N/A0.000%
8/11/2026 Silvant Capital Management LLC22,271$11.03M0.3%N/A0.020%
8/11/2026 Ceredex Value Advisors LLC26,097$12.92M0.4%N/A0.024%
8/11/2026 Mystic Asset Management Inc.2,373$1.18M0.3%N/A0.002%
8/11/2026 Oxford Financial Group LTD. LLC1,962$971K0.0%N/A0.002%
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8/11/2026 Portfolio Design Labs LLC1,191$590K0.1%N/A0.001%
8/11/2026 Advisors Capital Management LLC2,531$1.25M0.0%N/A0.002%
8/11/2026 PCM Encore LLC697$345K0.1%N/A0.001%
8/11/2026 Trillium Asset Management LLC46,147$22.85M0.7%N/A0.042%
8/11/2026 Vise Technologies Inc.4,940$2.45M0.0%N/A0.004%
8/11/2026 Westport Asset Management Inc.9,000$4.46M1.8%N/A0.008%
8/11/2026 Notis McConarty Edward15,796$7.82M3.4%N/A0.014%
8/11/2026 Somerville Kurt F25,565$12.66M3.0%N/A0.023%
8/11/2026 Puzo Michael J25,511$12.63M3.3%N/A0.023%
8/11/2026 Frazier Financial Advisors LLC1,662$823K0.4%N/A0.001%


ROK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,453 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were BlackRock Inc. ($6.13B), 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), and Norges Bank ($615.60M).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 1,252 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: BlackRock Inc. ($12.38M), Norges Bank ($3.69M), Accredited Investors Inc. ($1.18M), Northwestern Mutual Wealth Management Co. ($933.36K), International Assets Investment Management LLC ($933.03K), Legal & General Group Plc ($841.50K), and Hsbc Holdings PLC ($780.62K).

Institutional investors have bought a total of 31,476,366 shares in the last 24 months. This purchase volume represents approximately $13.95B in transactions.

Of the 541 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 ($1.76M), Lazard Asset Management LLC ($1.24M), Marshall Wace LLP ($402.04K), Assenagon Asset Management S.A. ($344.52K), Alecta Tjanstepension Omsesidigt ($339.60K), Royal Bank of Canada ($296.71K), and UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($292.98K).

Institutional investors have sold a total of 8,923,071 shares in the last 24 months. This volume of shares sold represents approximately $3.32B in transactions.


Related Companies

Institutional ownership data for NYSE:ROK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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