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Rockwell Automation (ROK) Institutional Ownership

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$451.65 -3.15 (-0.69%)
Closing price 05/29/2026 03:59 PM Eastern
Extended Trading
$448.23 -3.42 (-0.76%)
As of 05/29/2026 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
75.75%
Number of
Institutional Buyers
(last 12 months)
894
Total
Institutional Inflows
(last 12 months)
$7.01B
Number of
Institutional Sellers
(last 12 months)
641
Total
Institutional Outflows
(last 12 months)
$4.24B
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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
5/26/2026 Glenmede Trust Co. NA13,302$4.77M0.0%-1.3%0.012%
5/22/2026 Groupama Asset Managment1,064$382K0.0%-28.7%0.001%
5/22/2026 Verus Capital Partners LLC1,978$710K0.0%-17.0%0.002%
5/21/2026 BankChampaign National Association1,979$710K0.7%N/A0.002%
5/21/2026 Groupe la Francaise21,735$7.80M0.1%+1,241.7%0.020%
5/19/2026 Front Row Advisors LLC8,871$3.18M1.1%+1.3%0.008%
5/19/2026 Western Wealth Management LLC2,373$852K0.0%-4.7%0.002%
5/19/2026 Bank of America Corp DE1,046,789$375.67M0.0%-14.8%0.941%
5/19/2026 Edgestream Partners L.P.7,246$2.60M0.1%+437.1%0.007%
5/19/2026 Kentucky Retirement Systems11,449$4.11M0.1%+61.2%0.010%
5/19/2026 Janus Henderson Group PLC13,509$4.85M0.0%-62.3%0.012%
5/19/2026 Centaurus Financial Inc.4,041$1.45M0.1%-1.1%0.004%
5/19/2026 Oddo BHF Asset Management Sas13,114$4.71M0.2%N/A0.012%
5/19/2026 Arkadios Wealth Advisors1,009$362K0.0%-3.8%0.001%
5/19/2026 Smith Group Asset Management LLC7,644$2.74M0.1%-1.7%0.007%
5/18/2026 Amundi998,374$358.30M0.1%+13.5%0.897%
5/18/2026 EverSource Wealth Advisors LLC1,126$404K0.0%+18.7%0.001%
5/18/2026 California State Teachers Retirement System165,962$59.56M0.1%-2.5%0.149%
5/18/2026 Royal Bank of Canada464,229$166.60M0.0%-39.0%0.417%
5/18/2026 Rokos Capital Management LLP10,970$3.94M0.0%N/A0.010%
5/18/2026 Empowered Funds LLC9,984$3.58M0.0%-9.1%0.009%
5/18/2026 Evelyn Partners Investment Management LLP5,771$2.07M0.1%+145.3%0.005%
5/18/2026 Evelyn Partners Investment Management Services Ltd1,060$380K0.0%+6.0%0.001%
5/16/2026 The Manufacturers Life Insurance Company 91,060$32.68M0.0%+2.3%0.082%
5/16/2026 KCM Investment Advisors LLC608$218K0.0%+17.6%0.001%
5/16/2026 Quantinno Capital Management LP151,848$54.50M0.1%+68.9%0.136%
5/16/2026 Lazard Asset Management LLC756,499$271.49M0.4%-0.5%0.680%
5/15/2026 OMERS ADMINISTRATION Corp11,674$4.19M0.0%+27.3%0.010%
5/15/2026 Bradley Foster & Sargent Inc. CT706$253K0.0%+5.7%0.001%
5/15/2026 Lombard Odier Asset Management Switzerland SA2,754$988K0.0%N/A0.002%
5/15/2026 Lombard Odier Asset Management Europe Ltd36,211$13.00M0.7%+54.2%0.033%
5/15/2026 Waverly Advisors LLC5,277$1.89M0.0%+5.2%0.005%
5/15/2026 Cumberland Partners Ltd701$252K0.0%-11.9%0.001%
5/15/2026 Dempze Nancy E11,317$4.06M2.2%-1.0%0.010%
5/15/2026 Bridgewater Advisors Inc.471$169K0.0%N/A0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund14,357$5.15M0.0%+223.5%0.013%
5/14/2026 Dai ichi Life Insurance Company Ltd6,402$2.30M0.1%+4.1%0.006%
5/14/2026 Gabelli Funds LLC87,390$31.36M0.2%+0.1%0.079%
5/14/2026 Gamco Investors INC. ET AL113,606$40.77M0.4%-0.1%0.102%
5/14/2026 Hilltop Holdings Inc.1,043$374K0.0%-51.6%0.001%
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5/14/2026 Morningstar Investment Management LLC16,181$5.81M0.4%+34.7%0.015%
5/14/2026 Public Employees Retirement System of Ohio54,918$19.71M0.1%+11.3%0.049%
5/14/2026 Compound Planning Inc.2,290$822K0.0%-4.9%0.002%
5/14/2026 Arrowstreet Capital Limited Partnership602,181$216.11M0.1%+15.2%0.541%
5/14/2026 Oak Associates Ltd. OH36,596$13.13M0.9%+2.8%0.033%
5/14/2026 Caxton Associates LLP4,738$1.70M0.0%N/A0.004%
5/14/2026 Bank of Nova Scotia19,760$7.09M0.0%+12.4%0.018%
5/14/2026 Sei Investments Co.61,447$22.05M0.0%-36.3%0.055%
5/14/2026 Davis R M Inc.83,675$30.03M0.5%+0.2%0.075%
5/14/2026 Lido Advisors LLC7,992$2.87M0.0%+27.3%0.007%
5/13/2026 Cetera Investment Advisers40,208$14.43M0.0%+4.9%0.036%
5/13/2026 Signature Equity Partners LLC76$27K0.0%-28.3%0.000%
5/13/2026 NewEdge Wealth LLC2,400$861K0.0%-34.7%0.002%
5/13/2026 First Citizens Bank & Trust Co.3,315$1.19M0.0%+10.2%0.003%
5/13/2026 CI Investments Inc.2,449$879K0.0%+137.3%0.002%
5/13/2026 First Trust Advisors LP94,612$33.95M0.0%+15.4%0.085%
5/12/2026 ABN Amro Investment Solutions29,181$10.47M0.1%-12.3%0.026%
5/8/2026 PNC Financial Services Group Inc.82,851$29.73M0.0%-0.8%0.074%
5/8/2026 Oslo Pensjonsforsikring AS169$61K0.0%N/A0.000%
5/8/2026 DJE Kapital AG73,091$26.05M0.6%N/A0.066%
5/8/2026 Andra AP fonden56,723$20.36M0.3%+13.8%0.051%
5/8/2026 Wilkerson Advisory Group LLC694$249K0.1%-62.6%0.001%
5/8/2026 Madison Asset Management LLC11,499$4.13M0.1%-46.5%0.010%
5/8/2026 Puzo Michael J26,085$9.36M2.7%-2.9%0.023%
5/8/2026 Cassaday & Co Wealth Management LLC86$31K0.0%N/A0.000%
5/8/2026 Alpha Zero LLC567$203K0.1%N/A0.001%
5/8/2026 Convergence Investment Partners LLC3,258$1.17M0.2%-52.4%0.003%
5/8/2026 Commerzbank Aktiengesellschaft FI831$298K0.0%-89.4%0.001%
5/7/2026 Basepoint Wealth LLC820$294K0.2%+14.2%0.001%
5/7/2026 Meeder Asset Management Inc.25,620$9.20M0.5%+1,886.0%0.023%
5/7/2026 Meeder Advisory Services Inc.2,215$795K0.0%-9.1%0.002%
5/7/2026 Dimensional Fund Advisors LP707,881$254M0.1%+3.1%0.630%
5/7/2026 Parallel Advisors LLC1,529$549K0.0%-7.7%0.001%
5/7/2026 Boston Common Asset Management LLC6,021$2.16M0.1%-34.2%0.005%
5/7/2026 Broderick Brian C36,756$13.19M2.4%+2.1%0.033%
5/7/2026 KBC Group NV10,900$3.91M0.0%+1.3%0.010%
5/7/2026 SEB Asset Management AB170,940$61.35M0.3%N/A0.152%
5/7/2026 Regents Gate Capital LLP7,314$2.63M0.6%N/A0.007%
5/7/2026 Swiss National Bank329,980$118.42M0.1%+7.1%0.294%
5/7/2026 AIA Group Ltd21,229$7.62M0.1%+4.6%0.019%
5/7/2026 Drystone LLC24,459$8.78M7.9%-0.2%0.022%
5/7/2026 ANB Bank1,554$558K0.2%-6.0%0.001%
5/7/2026 Crescent Grove Advisors LLC568$204K0.0%-53.1%0.001%
5/7/2026 Ascent Wealth Partners LLC14,626$5.25M0.6%+5.5%0.013%
5/6/2026 Jennison Associates LLC250,085$89.75M0.1%+9.5%0.223%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC630$226K0.0%+39.4%0.001%
5/6/2026 California Public Employees Retirement System196,223$70.42M0.0%-2.7%0.175%
5/6/2026 Quadrant Private Wealth Management LLC583$209K0.0%-20.4%0.001%
5/6/2026 Bartlett & CO. Wealth Management LLC23,573$8.46M0.1%-16.2%0.021%
5/6/2026 Kera Capital Partners Inc.607$218K0.0%+12.6%0.001%
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5/6/2026 Gryphon Financial Partners LLC585$210K0.0%N/A0.001%
5/6/2026 Assetmark Inc.1,660$596K0.0%-7.7%0.001%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.10,600$3.80M0.2%N/A0.009%
5/6/2026 Bessemer Group Inc.4,486$1.61M0.0%-4.9%0.004%
5/6/2026 Jag Capital Management LLC54,596$19.59M2.2%+53.9%0.049%
5/6/2026 Allspring Global Investments Holdings LLC5,843$2.16M0.0%-2.7%0.005%
5/5/2026 Wealthfront Advisers LLC9,339$3.35M0.0%+0.6%0.008%
5/5/2026 D.A. Davidson & CO.29,054$10.43M0.1%-4.5%0.026%
5/5/2026 Bank of New York Mellon Corp630,279$226.19M0.0%-1.5%0.561%
5/5/2026 Illinois Municipal Retirement Fund3,042$1.09M0.0%N/A0.003%


ROK Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,434 institutional investors and hedge funds held shares of Rockwell Automation. The most heavily invested institutionals were 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), Norges Bank ($615.60M), and Invesco Ltd. ($601.15M).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 1,232 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: Norges Bank ($3.69M), Accredited Investors Inc. ($1.18M), International Assets Investment Management LLC ($934.96K), Northwestern Mutual Wealth Management Co. ($897.88K), Van ECK Associates Corp ($724.60K), Raymond James Financial Inc. ($721.86K), and GAMMA Investing LLC ($703.56K).

Institutional investors have bought a total of 19,386,500 shares in the last 24 months. This purchase volume represents approximately $7.01B in transactions.

Of the 641 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 ($1.42M), Amundi ($678.78K), Voya Investment Management LLC ($643.20K), Alecta Tjanstepension Omsesidigt ($449.30K), Marshall Wace LLP ($402.04K), and Invesco Ltd. ($345.01K).

Institutional investors have sold a total of 11,957,535 shares in the last 24 months. This volume of shares sold represents approximately $4.24B in transactions.



This page (NYSE:ROK) was last updated on 5/31/2026 by MarketBeat.com Staff.
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