Rockwell Automation (ROK) Institutional Ownership

$280.12
+3.17 (+1.14%)
(As of 04/26/2024 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)
$103.34B
Number of
Institutional Sellers
(last 12 months)
503
Total
Institutional Outflows
(last 12 months)
$3.77B
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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
4/27/2024 Weatherly Asset Management L. P.13,406$3.91M0.4%-2.9%0.012%
4/26/2024Pinnacle Associates Ltd.8,592$2.50M0.0%-1.2%0.007%
4/26/2024Trueblood Wealth Management LLC1,654$482K0.3%-15.0%0.001%
4/26/2024Securian Asset Management Inc.6,737$1.96M0.1%-6.9%0.006%
4/26/2024McGuire Investment Group LLC16,157$4.71M0.7%-1.8%0.014%
4/26/2024UMB Bank n.a.6,492$1.89M0.0%-2.8%0.006%
4/26/2024Riverbridge Partners LLC7,826$2.28M0.0%-2.0%0.007%
4/26/2024Yousif Capital Management LLC15,248$4.44M0.0%-2.0%0.013%
4/26/2024Sumitomo Life Insurance Co.9,704$2.83M0.1%-2.5%0.008%
4/26/2024Patrick M Sweeney & Associates Inc.1,365$398K0.3%+11.6%0.001%
4/26/2024KG&L Capital Management LLC1,502$438K0.2%+111.0%0.001%
4/26/2024Checchi Capital Advisers LLC1,603$467K0.0%+3.0%0.001%
4/25/2024Lindbrook Capital LLC749$218K0.0%+5.9%0.001%
4/25/2024New York State Teachers Retirement System106,584$31.05M0.1%-0.1%0.093%
4/25/2024Center for Financial Planning Inc.1,012$295K0.0%-10.6%0.001%
4/25/2024Bank of New York Mellon Corp793,061$231.04M0.0%-5.5%0.692%
4/25/2024Carmel Capital Partners LLC5,098$1.49M0.6%+40.8%0.004%
4/25/2024Bridges Investment Management Inc.1,254$365K0.0%N/A0.001%
4/25/2024Equitable Trust Co.48,296$14.07M1.0%+3,387.1%0.042%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 51,514$15.01M0.1%-19.0%0.045%
4/25/2024Benedict Financial Advisors Inc.6,816$1.99M0.5%+1.7%0.006%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund28,695$8.36M0.1%+0.3%0.025%
4/25/2024 Valeo Financial Advisors LLC1,779$490K0.0%-7.1%0.002%
4/25/2024Telos Capital Management Inc.19,021$5.54M0.6%-22.7%0.017%
4/25/2024 Summit Financial LLC4,122$1.20M0.1%-3.2%0.004%
4/25/2024 Cambridge Investment Research Advisors Inc.16,890$4.92M0.0%-1.6%0.015%
4/24/2024 Private Trust Co. NA4,498$1.31M0.1%+24.2%0.004%
4/24/2024 Leavell Investment Management Inc.2,223$648K0.0%+48.7%0.002%
4/24/2024 CENTRAL TRUST Co1,002$292K0.0%-5.7%0.001%
4/24/2024 V Square Quantitative Management LLC2,554$744K0.1%+22.2%0.002%
4/24/2024 Simplicity Wealth LLC3,439$1.00M0.0%N/A0.003%
4/24/2024 Spire Wealth Management16,144$4.70M0.2%+3,028.7%0.014%
4/24/2024 Buttonwood Financial Advisors Inc.2,286$666K0.3%N/A0.002%
4/24/2024 Bar Harbor Wealth Management2,524$735K0.0%-44.4%0.002%
4/24/2024 Assenagon Asset Management S.A.8,294$2.42M0.0%-58.6%0.007%
4/23/2024 BSW Wealth Partners898$262K0.0%N/A0.001%
4/23/2024 Bfsg LLC100$29K0.0%N/A0.000%
4/23/2024 Louisiana State Employees Retirement System6,700$1.95M0.0%-2.9%0.006%
4/23/2024 Aquila Investment Management LLC5,000$1.46M1.2%+25.0%0.004%
4/23/2024 Wealth Advisory Solutions LLC9,239$2.69M0.7%N/A0.008%
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4/23/2024 Venturi Wealth Management LLC94$27K0.0%-97.0%0.000%
4/23/2024 Spectrum Asset Management Inc. NB CA 2,692$784K0.3%+1.7%0.002%
4/23/2024 Amalgamated Bank24,900$7.25M0.1%-16.1%0.022%
4/23/2024 Hall Laurie J Trustee17,594$5.12M1.8%-0.9%0.015%
4/23/2024 New Mexico Educational Retirement Board5,776$1.68M0.1%-3.3%0.005%
4/23/2024 Fifth Third Bancorp21,563$6.28M0.0%-7.0%0.019%
4/23/2024 Wesbanco Bank Inc.6,808$1.98M0.1%-3.8%0.006%
4/23/2024 Summit Trail Advisors LLC1,611$469K0.0%+148.6%0.001%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA24,460$6.69M0.1%+1.4%0.021%
4/23/2024 Raymond James Financial Services Advisors Inc.41,909$12.21M0.0%+6.8%0.037%
4/23/2024 Sapient Capital LLC767$223K0.0%-8.5%0.001%
4/22/2024 Confluence Wealth Services Inc.1,544$450K0.0%+12.0%0.001%
4/22/2024 PFG Investments LLC2,126$619K0.0%N/A0.002%
4/22/2024 Raymond James & Associates70,508$20.54M0.0%-2.6%0.062%
4/22/2024 EFG Asset Management Americas Corp.6,259$1.82M0.6%-28.3%0.005%
4/22/2024 IFM Investors Pty Ltd22,187$6.46M0.1%+0.3%0.019%
4/19/2024 Everett Harris & Co. CA700$204K0.0%N/A0.001%
4/19/2024 Marshall Financial Group LLC3,003$875K0.3%+12.7%0.003%
4/19/2024 Tempus Wealth Planning LLC4,527$1.32M0.6%-6.4%0.004%
4/19/2024 Core Wealth Partners LLC42,127$12.27M9.3%+0.2%0.037%
4/19/2024 First Trust Direct Indexing L.P.3,549$1.03M0.1%+4.1%0.003%
4/19/2024 Norden Group LLC6,875$2.00M0.0%N/A0.006%
4/19/2024 State of Alaska Department of Revenue15,729$4.58M0.1%-6.9%0.014%
4/19/2024 Iyo Bank Ltd.5,510$1.61M0.6%N/A0.005%
4/19/2024 Carret Asset Management LLC3,150$918K0.1%-49.1%0.003%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.955,574$278.39M0.2%+6.1%0.834%
4/18/2024 SeaCrest Wealth Management LLC1,100$321K0.0%-30.6%0.001%
4/18/2024 InTrack Investment Management Inc1,690$492K0.4%-8.7%0.001%
4/18/2024 Farmers & Merchants Investments Inc.16,907$4.93M0.2%-0.2%0.015%
4/18/2024 Cullinan Associates Inc.1,500$437K0.0%N/A0.001%
4/18/2024 FARMERS & MERCHANTS TRUST Co OF LONG BEACH1,066$311K0.1%-8.6%0.001%
4/18/2024 Allspring Global Investments Holdings LLC6,229$1.82M0.0%-67.4%0.005%
4/18/2024 Claro Advisors LLC4,058$1.18M0.2%+4.6%0.004%
4/18/2024 Diversified Trust Co9,761$2.84M0.1%+61.3%0.009%
4/18/2024 Aviance Capital Partners LLC5,395$1.57M0.2%+285.9%0.005%
4/18/2024 Roberts Wealth Advisors LLC5,901$1.69M0.6%N/A0.005%
4/17/2024 Cornerstone Wealth Group LLC735$214K0.0%+9.2%0.001%
4/17/2024 Foguth Wealth Management LLC.832$242K0.1%N/A0.001%
4/17/2024 Symphony Financial Ltd. Co.2,814$820K0.2%+5.6%0.002%
4/17/2024 Chemung Canal Trust Co.2,000$583K0.1%-86.6%0.002%
4/17/2024 Trivant Custom Portfolio Group LLC5,489$1.60M1.0%N/A0.005%
4/17/2024 WoodTrust Financial Corp6,448$1.88M0.2%+8.5%0.006%
4/16/2024 S.E.E.D. Planning Group LLC1,847$538K0.2%+23.6%0.002%
4/16/2024 Webster Bank N. A.150$44K0.0%N/A0.000%
4/16/2024 Astoria Portfolio Advisors LLC.1,663$475K0.2%+15.2%0.001%
4/16/2024 New England Research & Management Inc.2,115$616K0.3%+98.6%0.002%
4/16/2024 Capital Asset Advisory Services LLC3,558$994K0.1%+10.9%0.003%
4/16/2024 Courier Capital LLC6,317$1.84M0.1%-3.5%0.006%
4/16/2024 Wealth Enhancement Advisory Services LLC16,774$4.89M0.0%+1.8%0.015%
4/16/2024 ERn Financial LLC869$253K0.0%-6.0%0.001%
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4/16/2024 Franklin Street Advisors Inc. NC45,784$13.34M1.0%-26.9%0.040%
4/15/2024 Revolve Wealth Partners LLC798$232K0.0%N/A0.001%
4/15/2024 Brookstone Capital Management1,815$529K0.0%+69.2%0.002%
4/15/2024 Kwmg LLC19,076$5.56M0.6%+1.9%0.017%
4/12/2024 Riverview Trust Co97$28K0.0%N/A0.000%
4/12/2024 Annex Advisory Services LLC2,273$662K0.0%+5.0%0.002%
4/12/2024 Strong Tower Advisory Services1,603$454K0.2%+8.9%0.001%
4/12/2024 Strategic Planning Group LLC1,989$579K0.1%+11.6%0.002%
4/12/2024 AdvisorNet Financial Inc926$270K0.0%-3.8%0.001%
4/12/2024 Northwest Investment Counselors LLC12,603$3.67M0.9%-1.5%0.011%
(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 1,041 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), 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 Ceredex Value Advisors LLC ($567.30K).

How much institutional buying is happening at Rockwell Automation?

Institutional investors have bought a total of 325,287,765 shares in the last 24 months. This purchase volume represents approximately $105.97B in transactions.

Which Rockwell Automation major shareholders have been selling company stock?

Of the 713 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), Alliancebernstein L.P. ($520.94K), and Mirae Asset Global Investments Co. Ltd. ($492.60K).

How much institutional selling is happening at Rockwell Automation?

Institutional investors have sold a total of 20,584,161 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 4/28/2024 by MarketBeat.com Staff

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