Rockwell Automation Ownership 2024 | Who Owns Rockwell Automation Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

79.05%

Insider Ownership

0.21%

Retail Ownership

20.73%

Institutional Holders

1.19K

Rockwell Automation Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC12.26%0.08%14,048,986438,3563.22%4,092,891,091Mar 31, 2024
BLACKROCK INC.7.84%0.06%8,987,595-939,910-9.47%2,618,355,814Mar 31, 2024
PRICE T ROWE ASSOCIATES INC /MD/4.83%0.20%5,532,9495,006,706951.41%1,611,915,000Mar 31, 2024
STATE STREET CORP4.02%0.06%4,605,10574,2341.64%1,341,605,240Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.31%0.07%2,649,71571,5602.78%769,982,143Mar 31, 2024
MORGAN STANLEY1.98%0.05%2,269,549-104,214-4.39%661,188,434Mar 31, 2024
UBS GROUP AG1.84%0.15%2,108,499615,51641.23%614,269,014Mar 31, 2024
BANK OF AMERICA CORP /DE/1.68%0.05%1,924,388-112,024-5.50%560,631,825,000Mar 31, 2024
AMUNDI1.40%0.19%1,600,234-162,579-9.22%438,528,701Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC1.32%0.53%1,510,019365,79531.97%439,912,000Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC1.24%0.47%1,420,6311,174,891478.10%413,670,531Mar 31, 2024
NORTHERN TRUST CORP1.16%0.07%1,326,188-29,826-2.20%386,358,350Mar 31, 2024
GOLDMAN SACHS GROUP INC1.14%0.07%1,307,915-52,887-3.89%381,034,812Mar 31, 2024
JPMORGAN CHASE & CO0.96%0.03%1,097,788-14,619-1.31%319,818,635Mar 31, 2024
ALECTA TJANSTEPENSION OMSESIDIGT0.95%1.82%1,093,175--318,015,539Mar 31, 2024
NINETY ONE UK LTD0.87%0.81%994,404177,01421.66%289,699,718Mar 31, 2024
SUMITOMO MITSUI TRUST HOLDINGS, INC.0.83%0.19%955,57454,9486.10%278,387,373Mar 31, 2024
LEGAL & GENERAL GROUP PLC0.82%0.06%944,262-62,772-6.23%275,091,846Mar 31, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC0.75%1.43%859,717388,40082.41%250,461,354Mar 31, 2024
INVESCO LTD.0.74%0.05%844,480-254,678-23.17%246,022,250Mar 31, 2024

Rockwell Automation's largest institutional shareholder is VANGUARD GROUP INC, holding 12.26% of the company's total share outstanding, currently valued at $4.09B. The top 10 institutional shareholders own together 39.47% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CORE WEALTH PARTNERS LLC0.04%9.28%42,127850.20%12,272,971Mar 31, 2024
PANTECHNICON ADVISORS LLP0.00%6.02%3,8003,800100.00%1,107,054Mar 31, 2024
TENERE CAPITAL LLC0.04%3.79%43,66143,661100.00%12,719,759Mar 31, 2024
DELANEY DENNIS R0.02%3.38%21,312250.12%6,208,825Mar 31, 2024
REYNDERS MCVEIGH CAPITAL MANAGEMENT, LLC0.17%3.30%196,4714,6782.44%57,238,000Mar 31, 2024
BAKER CHAD R0.05%3.22%51,875-15-0.03%15,112,744Mar 31, 2024
LONDON & CAPITAL ASSET MANAGEMENT LTD0.12%3.13%140,7875,3403.94%41,015,477Mar 31, 2024
DAVIS-REA LTD.0.02%3.10%23,379-5,559-19.21%6,811,004Mar 31, 2024
PAGE ARTHUR B0.01%3.00%10,021-645-6.05%2,919,417Mar 31, 2024
M. KRAUS & CO0.03%2.98%33,7301870.56%9,826,604Mar 31, 2024
KAMPMANN MELISSA S.0.01%2.85%13,6071,40011.47%3,964,127Mar 31, 2024
SOMERVILLE KURT F0.05%2.83%56,8443680.65%16,560,364Mar 31, 2024
GARLAND CAPITAL MANAGEMENT INC0.01%2.80%14,487-100-0.69%4,220,521Mar 31, 2024
BIRCH HILL INVESTMENT ADVISORS LLC0.17%2.78%196,3726,4803.41%57,209,055Mar 31, 2024
LIPE & DALTON0.02%2.72%18,108-150-0.82%5,275,000Mar 31, 2024
KIDDER STEPHEN W0.03%2.71%29,161-1,407-4.60%8,495,474Mar 31, 2024
HEMENWAY TRUST CO LLC0.09%2.69%106,6071,5551.48%31,057,896Mar 31, 2024
PUZO MICHAEL J0.03%2.68%33,1782,7599.07%9,665,746Mar 31, 2024
BRODERICK BRIAN C0.04%2.67%42,9562,9757.44%12,514,371Mar 31, 2024
DEMPZE NANCY E0.01%2.66%12,0104563.95%3,498,873Mar 31, 2024

The largest Rockwell Automation shareholder by % of total assets is CORE WEALTH PARTNERS LLC. The company owns 42.13K shares of Rockwell Automation (ROK), representing 9.28% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PRICE T ROWE ASSOCIATES INC /MD/4.83%0.20%5,532,9495,006,706951.41%1,611,915,000Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC1.24%0.47%1,420,6311,174,891478.10%413,670,531Mar 31, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.61%0.22%700,933632,313921.47%204,202,240Mar 31, 2024
UBS GROUP AG1.84%0.15%2,108,499615,51641.23%614,269,014Mar 31, 2024
VANGUARD GROUP INC12.26%0.08%14,048,986438,3563.22%4,092,891,091Mar 31, 2024
0.35%0.20%406,224406,224100.00%118,345,000Mar 31, 2024
CHAMPLAIN INVESTMENT PARTNERS, LLC0.75%1.43%859,717388,40082.41%250,461,354Mar 31, 2024
LAZARD ASSET MANAGEMENT LLC1.32%0.53%1,510,019365,79531.97%439,912,000Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS0.25%0.17%291,016286,0365743.69%84,781,000Mar 31, 2024
B. METZLER SEEL. SOHN & CO. AG0.25%0.91%286,268277,2413071.24%82,037,304Mar 31, 2024
CEREDEX VALUE ADVISORS LLC0.20%1.18%232,500232,500100.00%67,734,225Mar 31, 2024
DAVENPORT & CO LLC0.19%0.40%222,000222,000100.00%64,635,405Mar 31, 2024
BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP0.18%0.41%204,723191,5001448.23%59,641,952Mar 31, 2024
NINETY ONE UK LTD0.87%0.81%994,404177,01421.66%289,699,718Mar 31, 2024
VOLORIDGE INVESTMENT MANAGEMENT, LLC0.25%0.30%284,538148,694109.46%82,894,456Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.13%0.09%145,700145,700100.00%42,446,779Mar 31, 2024
FIL LTD0.12%0.04%138,209138,209100.00%40,264,428Mar 31, 2024
BANK JULIUS BAER & CO. LTD, ZURICH0.41%0.52%467,725120,78034.81%136,090,734Mar 31, 2024
D. E. SHAW & CO., INC.0.11%0.03%129,872119,6651172.38%37,835,609Mar 31, 2024
INTECH INVESTMENT MANAGEMENT LLC0.13%0.60%146,928118,392414.89%42,804,535Mar 31, 2024

As of Mar 31 2024, Rockwell Automation's largest institutional buyer is PRICE T ROWE ASSOCIATES INC /MD/. The company purchased 5.01M stocks of ROK, valued at $1.61B.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAPITAL WORLD INVESTORS----2,337,022-100.00%-Mar 31, 2024
MASSACHUSETTS FINANCIAL SERVICES CO /MA/0.32%0.03%369,472-1,103,023-74.91%107,638,277Mar 31, 2024
BLACKROCK INC.7.84%0.06%8,987,595-939,910-9.47%2,618,355,814Mar 31, 2024
CITADEL ADVISORS LLC0.02%0.00%22,231-345,988-93.96%6,476,557Mar 31, 2024
TWO SIGMA INVESTMENTS, LP----288,111-100.00%-Mar 31, 2024
INVESCO LTD.0.74%0.05%844,480-254,678-23.17%246,022,250Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.16%0.09%184,542-249,898-57.52%53,762,621Mar 31, 2024
TWO SIGMA ADVISERS, LP0.17%0.13%199,500-232,200-53.79%58,120,335Mar 31, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP----220,492-100.00%-Mar 31, 2024
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN0.11%0.04%126,025-164,904-56.68%36,714,863Mar 31, 2024
AMUNDI1.40%0.19%1,600,234-162,579-9.22%438,528,701Mar 31, 2024
MARSHALL WACE, LLP0.01%0.00%6,687-155,466-95.88%1,948,125Mar 31, 2024
MONTRUSCO BOLTON INVESTMENTS INC.----114,154-100.00%-Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.07%0.01%84,826-112,588-57.03%24,712,359Mar 31, 2024
BANK OF AMERICA CORP /DE/1.68%0.05%1,924,388-112,024-5.50%560,631,825,000Mar 31, 2024
KOREA INVESTMENT CORP0.04%0.03%40,692-106,688-72.39%11,854,800Mar 31, 2024
MORGAN STANLEY1.98%0.05%2,269,549-104,214-4.39%661,188,434Mar 31, 2024
BALYASNY ASSET MANAGEMENT L.P.0.01%0.00%9,340-102,708-91.66%2,721,022Mar 31, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC----96,605-100.00%-Mar 31, 2024
KING LUTHER CAPITAL MANAGEMENT CORP0.43%0.64%489,417-92,476-15.89%142,581,847Mar 31, 2024

As of Mar 31 2024, Rockwell Automation's biggest institutional seller is CAPITAL WORLD INVESTORS. The company sold -2.34M shares of ROK, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
0.35%0.20%406,224406,224100.00%118,345,000Mar 31, 2024
CEREDEX VALUE ADVISORS LLC0.20%1.18%232,500232,500100.00%67,734,225Mar 31, 2024
DAVENPORT & CO LLC0.19%0.40%222,000222,000100.00%64,635,405Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.13%0.09%145,700145,700100.00%42,446,779Mar 31, 2024
FIL LTD0.12%0.04%138,209138,209100.00%40,264,428Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.10%0.01%110,800110,800100.00%32,279,364Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.09%0.05%105,826105,826100.00%30,830,000Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.08%0.00%96,00096,000100.00%27,967,680Mar 31, 2024
CONFLUENCE INVESTMENT MANAGEMENT LLC0.07%0.30%76,26576,265100.00%22,218,322Mar 31, 2024
ELECTRON CAPITAL PARTNERS, LLC0.06%0.90%70,55770,557100.00%20,555,371Mar 31, 2024
DEPRINCE RACE & ZOLLO INC0.06%0.42%66,92266,922100.00%19,496,386Mar 31, 2024
TWIN TREE MANAGEMENT, LP0.05%0.04%59,60059,600100.00%17,363,267Mar 31, 2024
CALAMOS ADVISORS LLC0.05%0.08%58,85958,859100.00%17,147,392Mar 31, 2024
ANDRA AP-FONDEN0.05%0.30%58,80058,800100.00%17,130,204Mar 31, 2024
TUDOR INVESTMENT CORP ET AL0.04%0.09%48,46648,466100.00%14,119,600Mar 31, 2024
LIONTRUST INVESTMENT PARTNERS LLP0.04%0.18%45,00045,000100.00%13,109,850Mar 31, 2024
BANCO SANTANDER, S.A.0.04%0.16%44,42844,428100.00%12,943,209Mar 31, 2024
TENERE CAPITAL LLC0.04%3.79%43,66143,661100.00%12,719,759Mar 31, 2024
FREEMONT MANAGEMENT S.A.0.03%1.27%30,50030,500100.00%8,885,565Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.03%0.00%28,95628,956100.00%8,435,751Mar 31, 2024
CYRUS J. LAWRENCE, LLC0.02%1.76%27,18327,183100.00%7,919,000Mar 31, 2024
SPIDERROCK ADVISORS, LLC0.02%0.18%25,46725,467100.00%7,084,155Mar 31, 2024
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA0.02%0.07%24,46024,460100.00%6,689,079Mar 31, 2024
VALUE STAR ASSET MANAGEMENT (HONG KONG) LTD0.02%2.43%24,20024,200100.00%7,050,000Mar 31, 2024
UBS GROUP AG0.02%0.00%17,30017,300100.00%5,040,009Mar 31, 2024
CONCENTRIC CAPITAL STRATEGIES, LP0.01%0.27%16,40016,400100.00%4,777,812Mar 31, 2024
MEDIOLANUM INTERNATIONAL FUNDS LTD0.01%0.07%15,80615,806100.00%4,602,865Mar 31, 2024
WEISS ASSET MANAGEMENT LP0.01%0.16%15,65815,658100.00%4,561,645Mar 31, 2024
GRANDFIELD & DODD, LLC0.01%0.28%15,03215,032100.00%4,379,273Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.01%0.03%11,96611,966100.00%3,486,000Mar 31, 2024
1832 ASSET MANAGEMENT L.P.0.01%0.00%11,26711,267100.00%3,282,415Mar 31, 2024
WEALTH ADVISORY SOLUTIONS, LLC0.01%0.70%9,2399,239100.00%2,691,598Mar 31, 2024
NIA IMPACT ADVISORS, LLC0.01%0.97%8,3488,348100.00%2,432,023Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.01%0.46%7,2577,257100.00%2,114,182Mar 31, 2024
NORDEN GROUP LLC0.01%0.16%6,8756,875100.00%2,002,979Mar 31, 2024
BAADER BANK AKTIENGESELLSCHAFT0.01%0.13%6,3006,300100.00%1,835,379Mar 31, 2024
ROBERTS WEALTH ADVISORS, LLC0.01%0.63%5,9015,901100.00%1,687,100Mar 31, 2024
IYO BANK, LTD.0.00%0.64%5,5105,510100.00%1,605,000Mar 31, 2024
TRIVANT CUSTOM PORTFOLIO GROUP, LLC0.00%1.02%5,4895,489100.00%1,599,111Mar 31, 2024
BNP PARIBAS0.00%0.06%4,7374,737100.00%1,379,010Mar 31, 2024
CENTRAL PACIFIC BANK - TRUST DIVISION0.00%0.16%4,6124,612100.00%1,306,902Mar 31, 2024
0.00%0.04%4,6004,600100.00%1,340,118Mar 31, 2024
WBI INVESTMENTS, INC.0.00%0.26%4,3334,333100.00%1,262,283Mar 31, 2024
ALAETHES WEALTH LLC0.00%0.50%3,9633,963100.00%1,154,541Mar 31, 2024
0.00%0.18%3,9503,950100.00%1,150,754Mar 31, 2024
0.00%0.03%3,8003,800100.00%1,107,054Mar 31, 2024
PANTECHNICON ADVISORS LLP0.00%6.02%3,8003,800100.00%1,107,054Mar 31, 2024
0.00%0.15%3,7353,735100.00%1,063,803Mar 31, 2024
SIMPLICITY WEALTH,LLC0.00%0.02%3,4393,439100.00%1,001,981Mar 31, 2024
QSEMBLE CAPITAL MANAGEMENT, LP0.00%0.21%3,3573,357100.00%977,995Mar 31, 2024
PICTET NORTH AMERICA ADVISORS SA0.00%0.11%3,2503,250100.00%946,823Mar 31, 2024
DAYMARK WEALTH PARTNERS, LLC0.00%0.05%3,2423,242100.00%944,492Mar 31, 2024
0.00%0.01%3,1303,130100.00%918,409Mar 31, 2024
HARTLINE INVESTMENT CORP/0.00%0.15%2,9082,908100.00%847,115Mar 31, 2024
XTX TOPCO LTD0.00%0.11%2,7072,707100.00%788,630Mar 31, 2024
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC0.00%0.24%2,5002,500100.00%728,325Mar 31, 2024
COPPELL ADVISORY SOLUTIONS CORP.0.00%0.13%2,3392,339100.00%681,371Mar 31, 2024
BUTTONWOOD FINANCIAL ADVISORS INC.0.00%0.31%2,2862,286100.00%665,980Mar 31, 2024
KOVITZ INVESTMENT GROUP PARTNERS, LLC0.00%0.01%2,1742,174100.00%633,351Mar 31, 2024
PFG INVESTMENTS, LLC0.00%0.04%2,1262,126100.00%619,455Mar 31, 2024
DUALITY ADVISERS, LP0.00%0.06%2,0192,019100.00%588,195Mar 31, 2024
JEFFERIES FINANCIAL GROUP INC.0.00%0.01%2,0002,000100.00%582,660Mar 31, 2024
DONOGHUE FORLINES LLC0.00%0.15%1,8101,810100.00%527,307Mar 31, 2024
FORTE CAPITAL LLC /ADV0.00%0.07%1,8061,806100.00%526,142Mar 31, 2024
OVERSEA-CHINESE BANKING CORP LTD0.00%0.02%1,7691,769100.00%515,363Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.00%0.00%1,7001,700100.00%495,261Mar 31, 2024
CULLINAN ASSOCIATES INC0.00%0.02%1,5001,500100.00%436,995Mar 31, 2024
EMFO, LLC0.00%0.39%1,4511,451100.00%422,720Mar 31, 2024
C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS0.00%0.05%1,4341,434100.00%417,767Mar 31, 2024
PRUDENT INVESTORS NETWORK, INC.0.00%0.14%1,3111,311100.00%381,934Mar 31, 2024
FOCUS FINANCIAL NETWORK, INC.0.00%0.02%1,2901,290100.00%352,890Mar 31, 2024
BRIDGES INVESTMENT MANAGEMENT INC0.00%0.01%1,2541,254100.00%365,328Mar 31, 2024
HARBOR CAPITAL ADVISORS, INC.0.00%0.05%1,1871,187100.00%346,000Mar 31, 2024
TCG ADVISORY SERVICES, LLC0.00%0.02%1,1851,185100.00%345,370Mar 31, 2024
CRESTWOOD ADVISORS GROUP LLC0.00%0.01%1,1831,183100.00%344,643Mar 31, 2024
GROUP ONE TRADING, L.P.0.00%0.00%1,0251,025100.00%298,613Mar 31, 2024
ANDINA CAPITAL MANAGEMENT, LLC0.00%0.23%1,0251,025100.00%298,479Mar 31, 2024
BANK OF HAWAII0.00%0.01%1,0001,000100.00%291,330Mar 31, 2024
0.00%0.04%1,0001,000100.00%291,330Mar 31, 2024
SUMMIT X, LLC0.00%0.07%955955100.00%278,220Mar 31, 2024
LANSDOWNE PARTNERS (UK) LLP0.00%0.02%920920100.00%268,024Mar 31, 2024
BSW WEALTH PARTNERS0.00%0.04%898898100.00%261,641Mar 31, 2024
CATALINA CAPITAL GROUP, LLC0.00%0.10%851851100.00%247,935Mar 31, 2024
RUGGAARD & ASSOCIATES LLC0.00%0.12%833833100.00%242,678Mar 31, 2024
FOGUTH WEALTH MANAGEMENT, LLC.0.00%0.13%832832100.00%242,387Mar 31, 2024
REVOLVE WEALTH PARTNERS, LLC0.00%0.04%798798100.00%232,481Mar 31, 2024
BUSEY WEALTH MANAGEMENT0.00%0.01%787787100.00%229,278Mar 31, 2024
MAVERICK CAPITAL LTD0.00%0.00%782782100.00%227,820Mar 31, 2024
SHEAFF BROCK INVESTMENT ADVISORS, LLC0.00%0.01%769769100.00%224,033Mar 31, 2024
FIDUCIENT ADVISORS LLC0.00%0.04%768768100.00%223,741Mar 31, 2024
CAMPBELL WEALTH MANAGEMENT0.00%0.02%766766100.00%223,000Mar 31, 2024
ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC0.00%0.01%703703100.00%204,805Mar 31, 2024
EVERETT HARRIS & CO /CA/0.00%0.00%700700100.00%203,931Mar 31, 2024
CONCORD INVESTMENT COUNSEL INC.0.00%0.07%684684100.00%199,270Mar 31, 2024
FIDELIS CAPITAL PARTNERS, LLC0.00%0.10%507507100.00%896,245Mar 31, 2024
WESTEND CAPITAL MANAGEMENT, LLC0.00%0.04%376376100.00%109,540Mar 31, 2024
0.00%0.09%292292100.00%85,068Mar 31, 2024
CONTINUUM ADVISORY, LLC0.00%0.01%208208100.00%56,264,000Mar 31, 2024
WEBSTER BANK, N. A.0.00%0.00%150150100.00%43,700Mar 31, 2024
INTERVAL PARTNERS, LP0.00%0.10%120120100.00%3,495,960Mar 31, 2024

Rockwell Automation's largest new institutional shareholder by number of shares is , purchased 406.22K shares, valued at $118.34M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
CAPITAL WORLD INVESTORS----2,337,022-100.00%-Mar 31, 2024
TWO SIGMA INVESTMENTS, LP----288,111-100.00%-Mar 31, 2024
ARTISAN PARTNERS LIMITED PARTNERSHIP----220,492-100.00%-Mar 31, 2024
MONTRUSCO BOLTON INVESTMENTS INC.----114,154-100.00%-Mar 31, 2024
WORLDQUANT MILLENNIUM ADVISORS LLC----96,605-100.00%-Mar 31, 2024
WOODLINE PARTNERS LP----38,444-100.00%-Mar 31, 2024
SANDLER CAPITAL MANAGEMENT----33,052-100.00%-Mar 31, 2024
POLAR CAPITAL HOLDINGS PLC----31,531-100.00%-Mar 31, 2024
GREENLAND CAPITAL MANAGEMENT LP----28,517-100.00%-Mar 31, 2024
SCOUT INVESTMENTS, INC.----24,363-100.00%-Mar 31, 2024
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC----23,152-100.00%-Mar 31, 2024
MOORE CAPITAL MANAGEMENT, LP----18,062-100.00%-Mar 31, 2024
CASTLEARK MANAGEMENT LLC----16,600-100.00%-Mar 31, 2024
GRANITE BAY WEALTH MANAGEMENT, LLC----16,002-100.00%-Mar 31, 2024
CAPITAL FUND MANAGEMENT S.A.----14,900-100.00%-Mar 31, 2024
COVENANT ASSET MANAGEMENT, LLC----11,856-100.00%-Mar 31, 2024
PALOMA PARTNERS MANAGEMENT CO----11,500-100.00%-Mar 31, 2024
PHOENIX HOLDINGS LTD.----10,019-100.00%-Mar 31, 2024
RIVER & MERCANTILE ASSET MANAGEMENT LLP----10,000-100.00%-Mar 31, 2024
ALIGHT CAPITAL MANAGEMENT LP----10,000-100.00%-Mar 31, 2024
TREDJE AP-FONDEN----8,936-100.00%-Mar 31, 2024
PEAK FINANCIAL ADVISORS LLC----8,701-100.00%-Mar 31, 2024
TEZA CAPITAL MANAGEMENT LLC----7,570-100.00%-Mar 31, 2024
JADE CAPITAL ADVISORS, LLC----7,500-100.00%-Mar 31, 2024
VALICENTI ADVISORY SERVICES INC----6,365-100.00%-Mar 31, 2024
CONNECTUS WEALTH, LLC----6,289-100.00%-Mar 31, 2024
ADVANCED PORTFOLIO MANAGEMENT, LLC----6,000-100.00%-Mar 31, 2024
PEARL RIVER CAPITAL, LLC----5,264-100.00%-Mar 31, 2024
SAGEVIEW ADVISORY GROUP, LLC----5,136-100.00%-Mar 31, 2024
CENTIVA CAPITAL, LP----5,000-100.00%-Mar 31, 2024
PARALLAX VOLATILITY ADVISERS, L.P.----4,800-100.00%-Mar 31, 2024
UBS OCONNOR LLC----4,500-100.00%-Mar 31, 2024
CAPITAL INTERNATIONAL, INC./CA/----4,319-100.00%-Mar 31, 2024
VINVA INVESTMENT MANAGEMENT LTD----3,861-100.00%-Mar 31, 2024
GRAHAM CAPITAL MANAGEMENT, L.P.----3,831-100.00%-Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD----3,527-100.00%-Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC----3,262-100.00%-Mar 31, 2024
FJ INVESTMENTS, LLC----2,900-100.00%-Mar 31, 2024
GTS SECURITIES LLC----2,611-100.00%-Mar 31, 2024
MENDEL MONEY MANAGEMENT----2,574-100.00%-Mar 31, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP----2,567-100.00%-Mar 31, 2024
STEVENS CAPITAL MANAGEMENT LP----2,489-100.00%-Mar 31, 2024
FOX RUN MANAGEMENT, L.L.C.----2,361-100.00%-Mar 31, 2024
GUARDIAN CAPITAL LP----2,278-100.00%-Mar 31, 2024
CORTON CAPITAL INC.----2,183-100.00%-Mar 31, 2024
INTELLECTUS PARTNERS, LLC----2,140-100.00%-Mar 31, 2024
MERIDIAN WEALTH MANAGEMENT, LLC----1,885-100.00%-Mar 31, 2024
EISLER CAPITAL (UK) LTD.----1,676-100.00%-Mar 31, 2024
ROSENBAUM JAY D.----1,559-100.00%-Mar 31, 2024
ALGEBRIS (UK) LTD----1,470-100.00%-Mar 31, 2024
WHALEN WEALTH MANAGEMENT INC.----1,449-100.00%-Mar 31, 2024
CREDIT CAPITAL INVESTMENTS LLC----1,438-100.00%-Mar 31, 2024
MACHINA CAPITAL S.A.S.----1,432-100.00%-Mar 31, 2024
GREAT LAKES ADVISORS, LLC----1,269-100.00%-Mar 31, 2024
VISTA WEALTH MANAGEMENT GROUP, LLC----1,249-100.00%-Mar 31, 2024
GSA CAPITAL PARTNERS LLP----1,238-100.00%-Mar 31, 2024
ALLEGHENY FINANCIAL GROUP LTD----1,148-100.00%-Mar 31, 2024
ATOM INVESTORS LP----1,115-100.00%-Mar 31, 2024
MECHANICS BANK TRUST DEPARTMENT----1,106-100.00%-Mar 31, 2024
ALPS ADVISORS INC----1,088-100.00%-Mar 31, 2024
ORACLE ALPHA INC.----954-100.00%-Mar 31, 2024
ACCURATE WEALTH MANAGEMENT, LLC----876-100.00%-Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP----861-100.00%-Mar 31, 2024
HRT FINANCIAL LP----858-100.00%-Mar 31, 2024
DIVERSIFIED, LLC----822-100.00%-Mar 31, 2024
ALPHA CUBED INVESTMENTS, LLC----808-100.00%-Mar 31, 2024
REGAL INVESTMENT ADVISORS LLC----786-100.00%-Mar 31, 2024
EQIS CAPITAL MANAGEMENT, INC.----749-100.00%-Mar 31, 2024
APEXIUM FINANCIAL, LP----740-100.00%-Mar 31, 2024
WESCOTT FINANCIAL ADVISORY GROUP, LLC----710-100.00%-Mar 31, 2024
TRUST CO OF TOLEDO NA /OH/----708-100.00%-Mar 31, 2024
DRIVE WEALTH MANAGEMENT, LLC----700-100.00%-Mar 31, 2024
CX INSTITUTIONAL----695-100.00%-Mar 31, 2024
SHERBROOKE PARK ADVISERS LLC----691-100.00%-Mar 31, 2024
PRIO WEALTH LIMITED PARTNERSHIP----682-100.00%-Mar 31, 2024
FINANCIAL ENGINES ADVISORS L.L.C.----681-100.00%-Mar 31, 2024
INGALLS & SNYDER LLC----680-100.00%-Mar 31, 2024
SHELTON CAPITAL MANAGEMENT----678-100.00%-Mar 31, 2024
SEVEN MILE ADVISORY----675-100.00%-Mar 31, 2024
DELTA INVESTMENT MANAGEMENT, LLC----667-100.00%-Mar 31, 2024
FORT, L.P.----663-100.00%-Mar 31, 2024
CEDAR BROOK FINANCIAL PARTNERS, LLC----659-100.00%-Mar 31, 2024
CATALYST FINANCIAL PARTNERS LLC----656-100.00%-Mar 31, 2024
BURKE & HERBERT BANK & TRUST CO----655-100.00%-Mar 31, 2024
FORUM FINANCIAL MANAGEMENT, LP----654-100.00%-Mar 31, 2024
S&T BANK/PA----650-100.00%-Mar 31, 2024
MARATHON STRATEGIC ADVISORS, LLC----650-100.00%-Mar 31, 2024
MCCLARREN FINANCIAL ADVISORS, INC.----537-100.00%-Mar 31, 2024
TURTLE CREEK WEALTH ADVISORS, LLC----455-100.00%-Mar 31, 2024
LM ADVISORS LLC----450-100.00%-Mar 31, 2024
GARNER ASSET MANAGEMENT CORP----367-100.00%-Mar 31, 2024
STATE OF WYOMING----310-100.00%-Mar 31, 2024
MEAG MUNICH ERGO, KAPITALANLAGEGESELLSCHAFT MBH----276-100.00%-Mar 31, 2024
RESURGENT FINANCIAL ADVISORS LLC----264-100.00%-Mar 31, 2024
GLASSMAN WEALTH SERVICES----260-100.00%-Mar 31, 2024
HALLMARK CAPITAL MANAGEMENT INC----250-100.00%-Mar 31, 2024
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.----194-100.00%-Mar 31, 2024
WEST TOWER GROUP, LLC----166-100.00%-Mar 31, 2024
COOKSEN WEALTH, LLC----130-100.00%-Mar 31, 2024
TEAM FINANCIAL GROUP, LLC----118-100.00%-Mar 31, 2024

Rockwell Automation's largest sold out institutional shareholder by shares sold is CAPITAL WORLD INVESTORS, sold -2.34M shares, valued at -, as of undefined.

Rockwell Automation Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
SCHRODER GLOBAL SERIES TRUST2.69%5,500--Jan 31, 2021
HIGHLAND FUNDS II0.68%10,000--Dec 31, 2023
Eaton Vance Tax-Managed Diversified Equity Income Fund0.55%63,236--Jan 31, 2024
AMG FUNDS0.51%56,500--Jan 31, 2024
GABELLI GROWTH FUND0.49%28,000--Dec 29, 2023
PIONEER SERIES TRUST II0.41%75,3846,95810.17%Feb 29, 2024
LKCM Funds0.40%1,440,000--Dec 31, 2023
Tax-Managed Value Portfolio0.35%33,916--Jan 31, 2024
PIONEER SERIES TRUST X0.35%143,830--Feb 29, 2024
AB SUSTAINABLE GLOBAL THEMATIC FUND, INC.0.26%123,943--Jan 31, 2024
PIONEER FUND /MA/0.26%261,635-124,231-32.20%Dec 29, 2023
BNY Mellon Growth & Income Fund, Inc.0.22%42,22342,223-Oct 31, 2019
Voya VARIABLE FUNDS0.22%70,84670,846-Dec 31, 2023
LORD ABBETT MID CAP STOCK FUND INC0.21%65,200--Dec 31, 2023
Engine No. 1 ETF Trust0.20%12,021-606-4.80%Jan 31, 2024
BNY Mellon Large Cap Securities Fund, Inc.0.18%76,689--Mar 31, 2024
PIONEER SERIES TRUST XI0.17%91,027--Dec 29, 2023
VANGUARD VALLEY FORGE FUNDS0.16%79,644--Dec 31, 2023
FIDELITY MAGELLAN FUND0.16%944,420--Dec 31, 2023
T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.0.15%82,712-2,000-2.36%Dec 31, 2023
TAX-MANAGED GROWTH PORTFOLIO0.15%50,722--Dec 31, 2023
Eaton Vance Risk-Managed Diversified Equity Income Fund0.15%18,973--Dec 31, 2023
MFS SERIES TRUST II0.14%431,704-262,690-37.83%Feb 29, 2024
Eaton Vance Enhanced Equity Income Fund0.13%21,666--Dec 31, 2023
SIT MID CAP GROWTH FUND INC0.12%6,300--Dec 29, 2023
QUAKER INVESTMENT TRUST0.12%2,0002,000-Dec 31, 2023
PIONEER MID CAP VALUE FUND0.12%20,238--Jan 31, 2024
AMANA MUTUAL FUNDS TRUST0.11%300,000--Feb 29, 2024
AGF Investments Trust0.11%-3,939--Dec 31, 2023
NICHOLAS FUND, INC.0.10%170,000--Dec 31, 2023
PIONEER SERIES TRUST XII0.09%66,974--Feb 29, 2024
T. Rowe Price Value Fund, Inc.0.09%706,500--Dec 31, 2023
COPLEY FUND INC /NV/0.08%1,100--Nov 30, 2022
Voya EQUITY TRUST0.08%117,669116,1877839.88%Feb 29, 2024
MFS SERIES TRUST IV0.08%263,674-53,118-16.77%Feb 29, 2024
Pioneer Series Trust III0.08%21,988--Feb 29, 2024
GABELLI DIVIDEND GROWTH FUND0.06%600600-Dec 29, 2023
Nuveen NASDAQ 100 Dynamic Overwrite Fund0.06%7,632--Dec 31, 2023
SARATOGA ADVANTAGE TRUST0.06%3,549--Feb 29, 2024
T. Rowe Price Growth & Income Fund, Inc.0.06%55,065--Dec 31, 2020
Eaton Vance Tax-Managed Buy-Write Opportunities Fund0.05%8,828--Dec 31, 2023
Gabelli ETFs Trust0.05%724-76-9.50%Dec 29, 2023
Siren ETF Trust0.05%3,0343,034-Dec 31, 2023
STATE FARM ASSOCIATES FUNDS TRUSTS0.05%1,000,000--May 31, 2021
Mairs & Power Funds Trust0.05%208,00068,00048.57%Mar 31, 2022
LORD ABBETT SECURITIES TRUST0.05%223,620--Jan 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.05%107,796--Dec 31, 2023
AMERICAN FUNDS FUNDAMENTAL INVESTORS0.04%792,893--Dec 31, 2023
REYNOLDS FUNDS INC0.04%500--Mar 31, 2024
Gabelli ESG Fund, Inc.0.04%33511048.89%Dec 29, 2023
TOCQUEVILLE TRUST0.04%5,700--Jan 31, 2024
Nuveen S&P 500 Dynamic Overwrite Fund0.04%2,492--Dec 31, 2023
GABELLI EQUITY SERIES FUNDS INC0.04%31,900-800-2.45%Dec 29, 2023
GABELLI DIVIDEND & INCOME TRUST0.04%67,5005000.75%Dec 29, 2023
OSI ETF Trust0.04%6,4823575.83%Mar 31, 2022
Tema ETF Trust0.04%1,628442.78%Feb 29, 2024
Index Funds0.04%304-389-56.13%Dec 31, 2023
SPDR S&P 500 ETF TRUST0.04%1,424,825146,47211.46%Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV0.04%38,060--Dec 29, 2023
Voya Global Advantage & Premium Opportunity Fund0.04%2,210--Feb 29, 2024
AMERICAN CENTURY MUTUAL FUNDS, INC.0.03%346,615--Jan 31, 2024
GABELLI ASSET FUND0.03%12,200-1,300-9.63%Dec 29, 2023
Chesapeake Investment Trust0.03%1,690--Jan 31, 2024
Voya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND0.03%6,564--Feb 29, 2024
LAUDUS TRUST0.03%13,379--Dec 31, 2023
AMG FUNDS III0.03%4,725--Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.03%836,051-11,792-1.39%Dec 31, 2023
WASHINGTON MUTUAL INVESTORS FUND0.03%581,153-379,618-39.51%Jan 31, 2024
Total Fund Solution0.03%9,975--Dec 31, 2023
MASTER ADVANTAGE SMID CAP LLC0.03%3,3672,688395.88%Dec 31, 2020
DEUTSCHE DWS EQUITY 500 INDEX PORTFOLIO0.03%4,493-104-2.26%Dec 31, 2023
GROWTH FUND OF AMERICA0.03%668,126--Feb 29, 2024
T. Rowe Price Tax-Efficient Funds, Inc.0.03%2,472-500-16.82%Feb 29, 2024
Calvert Responsible Index Series, Inc.0.03%41,050-166-0.40%Dec 31, 2023
T. Rowe Price Mid-Cap Value Fund, Inc.0.02%207,361--Dec 31, 2023
Nuveen Core Equity Alpha Fund0.02%560--Dec 31, 2023
VANGUARD INDEX FUNDS0.02%11,001,46981,5000.75%Dec 31, 2023
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.02%56,000--Dec 31, 2023
BlackRock ETF Trust0.02%19,595-7,540-27.79%Jan 31, 2024
AMERICAN CENTURY INVESTMENT TRUST0.02%2,831,000--Dec 31, 2023
Absolute Shares Trust0.02%5,943--Dec 31, 2023
PUTNAM ASSET ALLOCATION FUNDS0.02%41,500--Feb 29, 2024
SCHWARTZ INVESTMENT TRUST0.02%110,000--Dec 31, 2023
CORNERSTONE STRATEGIC VALUE FUND INC0.02%7,900-1,400-15.05%Dec 31, 2023
LORD ABBETT RESEARCH FUND INC0.02%17,749--Feb 29, 2024
ALGER PORTFOLIOS0.02%6,507--Dec 31, 2023
Voya Infrastructure, Industrials & Materials Fund0.02%4,224-79-1.84%Feb 29, 2024
Ark ETF Trust0.02%132,364--Jan 31, 2024
T. Rowe Price U.S. Equity Research Fund, Inc.0.02%24,919-1,510-5.71%Dec 31, 2023
SELECT SECTOR SPDR TRUST0.02%499,536-55,875-10.06%Dec 31, 2023
FIDELITY CAPITAL TRUST0.02%165,900--Jan 31, 2024
NEW PERSPECTIVE FUND0.02%451,000--Dec 31, 2023
Guggenheim Enhanced Equity Income Fund0.02%2,692-240-8.19%Sep 30, 2021
PRUDENTIAL INVESTMENT PORTFOLIOS 50.02%7,871--Jan 31, 2024
T. Rowe Price U.S. Large-Cap Core Fund, Inc.0.02%33,687--Dec 31, 2023
SCHWAB ANNUITY PORTFOLIOS0.01%5,434631.17%Dec 31, 2023
John Hancock Funds III0.01%246,097--Dec 31, 2023
GABELLI EQUITY TRUST INC0.01%17,700-300-1.67%Dec 29, 2023
Nuveen S&P 500 BuyWrite Income Fund0.01%10,242--Dec 31, 2023
AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC0.01%187,000--Jan 31, 2024

Rockwell Automation's largest mutual fund holder by % of total assets is "SCHRODER GLOBAL SERIES TRUST", owning 5.50K shares, compromising 2.69% of its total assets.

Rockwell Automation Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 241,189-1.74%
31 Dec, 231,2105.86%
30 Sep, 231,1430.35%
30 Jun, 231,1391.97%
31 Mar, 231,1174.59%
31 Dec, 221,0686.48%
30 Sep, 221,0032.35%
30 Jun, 22980-6.84%
31 Mar, 221,052-7.48%
31 Dec, 211,1379.22%
30 Sep, 211,0413.79%
30 Jun, 211,0032.14%
31 Mar, 21982-0.71%
31 Dec, 209896.46%
30 Sep, 209290.98%
30 Jun, 2092012.88%
31 Mar, 20815-8.22%
31 Dec, 1988812.83%
30 Sep, 19787-5.18%
30 Jun, 19830-0.84%
31 Mar, 198370.24%
31 Dec, 188350.12%
30 Sep, 188342.33%
30 Jun, 188150.12%
31 Mar, 18814-0.85%
31 Dec, 1782110.35%
30 Sep, 177441.64%
30 Jun, 177322.52%
31 Mar, 177145.47%
31 Dec, 166775.45%
30 Sep, 166421.26%
30 Jun, 16634-0.16%
31 Mar, 166353.59%
31 Dec, 15613-1.29%
30 Sep, 156210.81%
30 Jun, 156165.12%
31 Mar, 15586-0.34%
31 Dec, 145881.73%
30 Sep, 14578-3.18%
30 Jun, 14597-0.50%
31 Mar, 146002.21%
31 Dec, 135878.70%
30 Sep, 135406.72%
30 Jun, 13506107.38%
31 Mar, 132443.83%
31 Dec, 1223518.09%
30 Sep, 12199-
30 Jun, 12199-1.97%
31 Mar, 1220314.04%
31 Dec, 1117830.88%
30 Sep, 11136-4.90%
30 Jun, 11143-4.03%
31 Mar, 1114927.35%
31 Dec, 101171.74%
30 Sep, 101153.60%
30 Jun, 101113.74%
31 Mar, 1010716.30%
31 Dec, 0992-3.16%
30 Sep, 0995-4.04%
30 Jun, 09998.79%
31 Mar, 0991-8.08%
31 Dec, 08991.02%
30 Sep, 08982.08%
30 Jun, 0896-
31 Mar, 0896-11.11%
31 Dec, 0710810.20%
30 Sep, 079810.11%
30 Jun, 0789-3.26%
31 Mar, 0792-8.00%
31 Dec, 061005.26%
30 Sep, 06951.06%
30 Jun, 0694-8.74%
31 Mar, 0610319.77%
31 Dec, 058616.22%
30 Sep, 0574-14.94%
30 Jun, 058711.54%
31 Mar, 05785.41%
31 Dec, 047410.45%
30 Sep, 04671.52%
30 Jun, 0466-1.49%
31 Mar, 046724.07%
31 Dec, 03543.85%
30 Sep, 035236.84%
30 Jun, 0338-
31 Mar, 0338-2.56%
31 Dec, 0239-
30 Sep, 0239-7.14%
30 Jun, 02427.69%
31 Mar, 023911.43%
31 Dec, 0135-5.41%
30 Sep, 0137-22.92%
30 Jun, 0148-2.04%
31 Mar, 014944.12%
31 Dec, 0034-2.86%
30 Sep, 0035-22.22%
30 Jun, 004540.63%
31 Mar, 00323.23%
31 Dec, 9931-3.13%
30 Sep, 99326.67%
30 Jun, 9930-
31 Mar, 99301400.00%
31 Dec, 982-

As of 31 Mar 24, 1,189 institutions are holding Rockwell Automation's shares, representing a decrease of -1.74% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2490,594,8964.57%
31 Dec, 2386,636,744-5.01%
30 Sep, 2391,201,736-1.60%
30 Jun, 2392,681,3731.21%
31 Mar, 2391,573,6071.44%
31 Dec, 2290,272,1050.24%
30 Sep, 2290,058,299-1.78%
30 Jun, 2291,687,4160.61%
31 Mar, 2291,127,5490.27%
31 Dec, 2190,884,1420.23%
30 Sep, 2190,675,351-1.11%
30 Jun, 2191,691,2403.56%
31 Mar, 2188,537,334-0.40%
31 Dec, 2088,891,334-1.01%
30 Sep, 2089,795,2200.51%
30 Jun, 2089,340,713-0.93%
31 Mar, 2090,180,6844.06%
31 Dec, 1986,663,4331.19%
30 Sep, 1985,640,508-0.58%
30 Jun, 1986,141,930-3.41%
31 Mar, 1989,178,774-0.78%
31 Dec, 1889,877,653-1.63%
30 Sep, 1891,365,694-1.44%
30 Jun, 1892,701,305-0.71%
31 Mar, 1893,362,492-0.35%
31 Dec, 1793,689,457-1.73%
30 Sep, 1795,335,097-1.01%
30 Jun, 1796,310,8110.61%
31 Mar, 1795,726,9432.85%
31 Dec, 1693,071,368-2.03%
30 Sep, 1694,997,330-2.39%
30 Jun, 1697,325,236-6.15%
31 Mar, 16103,708,4374.07%
31 Dec, 1599,650,631-1.85%
30 Sep, 15101,529,099-0.08%
30 Jun, 15101,609,7010.90%
31 Mar, 15100,704,4341.30%
31 Dec, 1499,412,688-0.22%
30 Sep, 1499,630,656-1.60%
30 Jun, 14101,253,551-2.46%
31 Mar, 14103,810,1713.49%
31 Dec, 13100,311,446-1.76%
30 Sep, 13102,103,5798.00%
30 Jun, 1394,538,014166.59%
31 Mar, 1335,461,800-8.24%
31 Dec, 1238,646,956-0.59%
30 Sep, 1238,876,580-13.88%
30 Jun, 1245,141,89069.74%
31 Mar, 1226,594,349-1.78%
31 Dec, 1127,075,88224.22%
30 Sep, 1121,797,060-31.51%
30 Jun, 1131,823,041-14.43%
31 Mar, 1137,190,32336.30%
31 Dec, 1027,285,3773.51%
30 Sep, 1026,360,9700.41%
30 Jun, 1026,253,201-2.43%
31 Mar, 1026,907,9234.25%
31 Dec, 0925,810,73819.09%
30 Sep, 0921,672,6871.40%
30 Jun, 0921,374,124-0.75%
31 Mar, 0921,536,539-2.51%
31 Dec, 0822,090,05828.81%
30 Sep, 0817,149,55927.16%
30 Jun, 0813,486,324-0.45%
31 Mar, 0813,547,413-10.10%
31 Dec, 0715,069,821-0.30%
30 Sep, 0715,115,294-4.29%
30 Jun, 0715,792,40647.95%
31 Mar, 0710,674,465-41.00%
31 Dec, 0618,093,781-5.48%
30 Sep, 0619,142,644-11.13%
30 Jun, 0621,540,36222.74%
31 Mar, 0617,549,31926.39%
31 Dec, 0513,884,747-28.86%
30 Sep, 0519,517,444-5.51%
30 Jun, 0520,655,29116.73%
31 Mar, 0517,695,134-1.23%
31 Dec, 0417,914,813-12.43%
30 Sep, 0420,456,65422.88%
30 Jun, 0416,648,277-14.95%
31 Mar, 0419,574,87734.87%
31 Dec, 0314,513,909-7.45%
30 Sep, 0315,683,06128.52%
30 Jun, 0312,202,662-6.94%
31 Mar, 0313,112,4630.66%
31 Dec, 0213,026,87155.84%
30 Sep, 028,359,308-38.92%
30 Jun, 0213,684,990-45.12%
31 Mar, 0224,934,104103.35%
31 Dec, 0112,261,568-8.88%
30 Sep, 0113,456,781-25.18%
30 Jun, 0117,985,039-5.57%
31 Mar, 0119,045,1641.83%
31 Dec, 0018,703,0583.19%
30 Sep, 0018,125,746-4.69%
30 Jun, 0019,017,173109.05%
31 Mar, 009,097,15817.54%
31 Dec, 997,739,438-31.89%
30 Sep, 9911,363,187-36.30%
30 Jun, 9917,839,659-91.39%
31 Mar, 99207,296,005491285.78%
31 Dec, 9842,186-

Rockwell Automation (ROK) has 90.59M shares outstanding as of 31 Mar 24, up 4.57% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2479.05%1.38%
31 Dec, 2375.60%1.20%
30 Sep, 2379.44%1.22%
30 Jun, 2380.73%1.27%
31 Mar, 2379.77%1.29%
31 Dec, 2278.63%1.30%
30 Sep, 2277.70%1.24%
30 Jun, 2279.04%1.29%
31 Mar, 2278.42%1.28%
31 Dec, 2178.35%1.28%
30 Sep, 2178.17%1.25%
30 Jun, 2179.03%1.36%
31 Mar, 2176.26%1.30%
31 Dec, 2076.56%1.28%
30 Sep, 2077.28%1.30%
30 Jun, 2077.22%1.28%
31 Mar, 2077.74%1.39%
31 Dec, 1974.90%1.37%
30 Sep, 1974.02%1.37%
30 Jun, 1973.62%1.30%
31 Mar, 1975.34%1.33%
31 Dec, 1875.18%1.32%
30 Sep, 1875.45%1.33%
30 Jun, 1875.27%1.36%
31 Mar, 1874.34%1.38%
31 Dec, 1773.32%1.33%
30 Sep, 1774.25%1.32%
30 Jun, 1775.03%1.36%
31 Mar, 1774.30%1.42%
31 Dec, 1672.37%1.32%
30 Sep, 1673.93%1.31%
30 Jun, 1675.21%1.19%
31 Mar, 1679.61%1.38%
31 Dec, 1575.82%1.29%
30 Sep, 1576.68%1.34%
30 Jun, 1575.77%1.35%
31 Mar, 1574.83%1.39%
31 Dec, 1473.40%1.38%
30 Sep, 1472.88%1.35%
30 Jun, 1473.44%1.31%
31 Mar, 1474.98%1.44%
31 Dec, 1372.28%1.34%
30 Sep, 1373.51%1.58%
30 Jun, 1368.18%10.57%
31 Mar, 1325.39%3.32%
31 Dec, 1227.64%3.57%
30 Sep, 1227.81%2.72%
30 Jun, 1231.98%9.21%
31 Mar, 1218.63%5.15%
31 Dec, 1119.01%8.06%
30 Sep, 1115.36%3.11%
30 Jun, 1122.22%3.35%
31 Mar, 1125.77%7.01%
31 Dec, 1019.17%5.55%
30 Sep, 1018.59%5.45%
30 Jun, 1018.46%5.14%
31 Mar, 1018.95%5.78%
31 Dec, 0918.10%7.84%
30 Sep, 0915.20%6.66%
30 Jun, 0915.11%6.52%
31 Mar, 0915.22%6.25%
31 Dec, 0815.60%11.38%
30 Sep, 0811.71%13.78%
30 Jun, 089.22%10.84%
31 Mar, 089.22%8.98%
31 Dec, 0710.13%11.17%
30 Sep, 079.52%9.06%
30 Jun, 0710.25%23.39%
31 Mar, 076.62%5.75%
31 Dec, 0610.73%9.13%
30 Sep, 0610.84%7.29%
30 Jun, 0612.20%12.44%
31 Mar, 069.90%16.40%
31 Dec, 057.77%6.51%
30 Sep, 0510.92%8.55%
30 Jun, 0511.31%12.29%
31 Mar, 059.59%10.17%
31 Dec, 049.71%7.98%
30 Sep, 0411.03%13.62%
30 Jun, 049.00%8.19%
31 Mar, 0410.48%17.27%
31 Dec, 037.79%10.99%
30 Sep, 038.42%19.35%
30 Jun, 036.60%13.21%
31 Mar, 037.06%14.34%
31 Dec, 027.02%34.60%
30 Sep, 024.50%8.28%
30 Jun, 027.38%4.04%
31 Mar, 0213.51%30.40%
31 Dec, 016.67%12.32%
30 Sep, 017.36%7.63%
30 Jun, 019.82%9.01%
31 Mar, 0110.44%9.94%
31 Dec, 0010.25%10.39%
30 Sep, 009.93%9.62%
30 Jun, 0010.16%44.08%
31 Mar, 004.80%28.93%
31 Dec, 994.07%11.45%
30 Sep, 995.96%6.76%
30 Jun, 999.40%0.08%
31 Mar, 99108.72%22057101.35%
31 Dec, 980.02%-

As of 31 Mar 24, Rockwell Automation is held by 79.05% institutional shareholders, representing a 1.38% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 24545-4.22%
31 Dec, 235698.59%
30 Sep, 235241.16%
30 Jun, 235186.37%
31 Mar, 23487-4.70%
31 Dec, 2251114.32%
30 Sep, 22447-3.87%
30 Jun, 2246510.71%
31 Mar, 22420-26.44%
31 Dec, 2157124.67%
30 Sep, 214584.09%
30 Jun, 214400.69%
31 Mar, 21437-8.39%
31 Dec, 2047718.07%
30 Sep, 20404-7.76%
30 Jun, 2043831.93%
31 Mar, 20332-19.81%
31 Dec, 1941434.42%
30 Sep, 19308-15.15%
30 Jun, 19363-7.40%
31 Mar, 1939213.29%
31 Dec, 18346-2.26%
30 Sep, 183548.59%
30 Jun, 18326-3.83%
31 Mar, 18339-8.87%
31 Dec, 1737218.47%
30 Sep, 17314-3.68%
30 Jun, 17326-2.98%
31 Mar, 1733623.08%
31 Dec, 162734.20%
30 Sep, 162621.16%
30 Jun, 16259-11.00%
31 Mar, 1629124.36%
31 Dec, 15234-15.83%
30 Sep, 152782.96%
30 Jun, 1527011.57%
31 Mar, 15242-7.63%
31 Dec, 142629.62%
30 Sep, 142395.75%
30 Jun, 14226-15.04%
31 Mar, 142660.76%
31 Dec, 132647.76%
30 Sep, 13245-31.18%
30 Jun, 13356194.21%
31 Mar, 13121-
31 Dec, 1212115.24%
30 Sep, 12105-7.08%
30 Jun, 121136.60%
31 Mar, 121066.00%
31 Dec, 1110035.14%
30 Sep, 1174-6.33%
30 Jun, 1179-3.66%
31 Mar, 118246.43%
31 Dec, 105612.00%
30 Sep, 1050-12.28%
30 Jun, 1057-5.00%
31 Mar, 106025.00%
31 Dec, 094811.63%
30 Sep, 0943-2.27%
30 Jun, 0944-10.20%
31 Mar, 0949-7.55%
31 Dec, 08536.00%
30 Sep, 085011.11%
30 Jun, 08454.65%
31 Mar, 0843-27.12%
31 Dec, 075918.00%
30 Sep, 075021.95%
30 Jun, 0741-6.82%
31 Mar, 0744-8.33%
31 Dec, 064817.07%
30 Sep, 0641-4.65%
30 Jun, 0643-20.37%
31 Mar, 0654-
31 Dec, 055442.11%
30 Sep, 0538-17.39%
30 Jun, 054627.78%
31 Mar, 0536-7.69%
31 Dec, 043911.43%
30 Sep, 04356.06%
30 Jun, 0433-10.81%
31 Mar, 043723.33%
31 Dec, 0330-3.23%
30 Sep, 033155.00%
30 Jun, 0320-4.76%
31 Mar, 032110.53%
31 Dec, 0219-20.83%
30 Sep, 0224-4.00%
30 Jun, 0225-
31 Mar, 022513.64%
31 Dec, 012215.79%
30 Sep, 0119-29.63%
30 Jun, 0127-15.63%
31 Mar, 013260.00%
31 Dec, 002033.33%
30 Sep, 0015-50.00%
30 Jun, 003076.47%
31 Mar, 001721.43%
31 Dec, 9914-6.67%
30 Sep, 9915-21.05%
30 Jun, 9919-32.14%
31 Mar, 99281300.00%
31 Dec, 982-

545 institutional shareholders have increased their position in ROK stock as of 31 Mar 24 compared to 569 in the previous quarter (a -4.22% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 243982.31%
31 Dec, 233898.66%
30 Sep, 233581.70%
30 Jun, 23352-6.88%
31 Mar, 2337820.38%
31 Dec, 22314-5.42%
30 Sep, 223320.91%
30 Jun, 22329-16.07%
31 Mar, 2239214.96%
31 Dec, 213410.59%
30 Sep, 213399.71%
30 Jun, 21309-7.49%
31 Mar, 213348.79%
31 Dec, 20307-0.65%
30 Sep, 203090.65%
30 Jun, 203070.33%
31 Mar, 2030611.68%
31 Dec, 19274-1.08%
30 Sep, 192771.47%
30 Jun, 192733.41%
31 Mar, 19264-16.19%
31 Dec, 1831516.67%
30 Sep, 18270-10.60%
30 Jun, 183026.34%
31 Mar, 182843.27%
31 Dec, 172757.42%
30 Sep, 172567.11%
30 Jun, 172391.70%
31 Mar, 17235-7.84%
31 Dec, 1625521.43%
30 Sep, 162105.53%
30 Jun, 16199-5.69%
31 Mar, 16211-10.21%
31 Dec, 1523513.53%
30 Sep, 15207-2.82%
30 Jun, 152134.41%
31 Mar, 152040.99%
31 Dec, 14202-5.61%
30 Sep, 14214-8.94%
30 Jun, 1423518.69%
31 Mar, 14198-3.41%
31 Dec, 132055.13%
30 Sep, 13195121.59%
30 Jun, 138810.00%
31 Mar, 138012.68%
31 Dec, 127118.33%
30 Sep, 12603.45%
30 Jun, 12583.57%
31 Mar, 1256-
31 Dec, 115651.35%
30 Sep, 1137-7.50%
30 Jun, 1140-9.09%
31 Mar, 11442.33%
31 Dec, 10434.88%
30 Sep, 104120.59%
30 Jun, 103417.24%
31 Mar, 102952.63%
31 Dec, 0919-26.92%
30 Sep, 0926-23.53%
30 Jun, 093470.00%
31 Mar, 0920-23.08%
31 Dec, 0826-
30 Sep, 0826-25.71%
30 Jun, 0835-2.78%
31 Mar, 083628.57%
31 Dec, 0728-17.65%
30 Sep, 07343.03%
30 Jun, 07333.13%
31 Mar, 0732-20.00%
31 Dec, 064017.65%
30 Sep, 06343.03%
30 Jun, 063310.00%
31 Mar, 063030.43%
31 Dec, 0523-4.17%
30 Sep, 0524-17.24%
30 Jun, 0529-6.45%
31 Mar, 053124.00%
31 Dec, 042513.64%
30 Sep, 0422-8.33%
30 Jun, 0424-
31 Mar, 042420.00%
31 Dec, 032053.85%
30 Sep, 031318.18%
30 Jun, 031157.14%
31 Mar, 037-30.00%
31 Dec, 0210150.00%
30 Sep, 024-42.86%
30 Jun, 027-
31 Mar, 027-12.50%
31 Dec, 018-20.00%
30 Sep, 0110-33.33%
30 Jun, 011515.38%
31 Mar, 01138.33%
31 Dec, 0012-20.00%
30 Sep, 001566.67%
30 Jun, 00912.50%
31 Mar, 008-33.33%
31 Dec, 991220.00%
30 Sep, 9910150.00%
30 Jun, 994100.00%
31 Mar, 992-
31 Dec, 98--

398 institutional shareholders have reduced their position in ROK stock as of 31 Mar 24 compared to 389 in the previous quarter (a 2.31% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 241,189-1.74%90,594,8964.57%79.05%1.38%545-4.22%3982.31%
31 Dec, 231,2105.86%86,636,744-5.01%75.60%1.20%5698.59%3898.66%
30 Sep, 231,1430.35%91,201,736-1.60%79.44%1.22%5241.16%3581.70%
30 Jun, 231,1391.97%92,681,3731.21%80.73%1.27%5186.37%352-6.88%
31 Mar, 231,1174.59%91,573,6071.44%79.77%1.29%487-4.70%37820.38%
31 Dec, 221,0686.48%90,272,1050.24%78.63%1.30%51114.32%314-5.42%
30 Sep, 221,0032.35%90,058,299-1.78%77.70%1.24%447-3.87%3320.91%
30 Jun, 22980-6.84%91,687,4160.61%79.04%1.29%46510.71%329-16.07%
31 Mar, 221,052-7.48%91,127,5490.27%78.42%1.28%420-26.44%39214.96%
31 Dec, 211,1379.22%90,884,1420.23%78.35%1.28%57124.67%3410.59%
30 Sep, 211,0413.79%90,675,351-1.11%78.17%1.25%4584.09%3399.71%
30 Jun, 211,0032.14%91,691,2403.56%79.03%1.36%4400.69%309-7.49%
31 Mar, 21982-0.71%88,537,334-0.40%76.26%1.30%437-8.39%3348.79%
31 Dec, 209896.46%88,891,334-1.01%76.56%1.28%47718.07%307-0.65%
30 Sep, 209290.98%89,795,2200.51%77.28%1.30%404-7.76%3090.65%
30 Jun, 2092012.88%89,340,713-0.93%77.22%1.28%43831.93%3070.33%
31 Mar, 20815-8.22%90,180,6844.06%77.74%1.39%332-19.81%30611.68%
31 Dec, 1988812.83%86,663,4331.19%74.90%1.37%41434.42%274-1.08%
30 Sep, 19787-5.18%85,640,508-0.58%74.02%1.37%308-15.15%2771.47%
30 Jun, 19830-0.84%86,141,930-3.41%73.62%1.30%363-7.40%2733.41%
31 Mar, 198370.24%89,178,774-0.78%75.34%1.33%39213.29%264-16.19%
31 Dec, 188350.12%89,877,653-1.63%75.18%1.32%346-2.26%31516.67%
30 Sep, 188342.33%91,365,694-1.44%75.45%1.33%3548.59%270-10.60%
30 Jun, 188150.12%92,701,305-0.71%75.27%1.36%326-3.83%3026.34%
31 Mar, 18814-0.85%93,362,492-0.35%74.34%1.38%339-8.87%2843.27%
31 Dec, 1782110.35%93,689,457-1.73%73.32%1.33%37218.47%2757.42%
30 Sep, 177441.64%95,335,097-1.01%74.25%1.32%314-3.68%2567.11%
30 Jun, 177322.52%96,310,8110.61%75.03%1.36%326-2.98%2391.70%
31 Mar, 177145.47%95,726,9432.85%74.30%1.42%33623.08%235-7.84%
31 Dec, 166775.45%93,071,368-2.03%72.37%1.32%2734.20%25521.43%
30 Sep, 166421.26%94,997,330-2.39%73.93%1.31%2621.16%2105.53%
30 Jun, 16634-0.16%97,325,236-6.15%75.21%1.19%259-11.00%199-5.69%
31 Mar, 166353.59%103,708,4374.07%79.61%1.38%29124.36%211-10.21%
31 Dec, 15613-1.29%99,650,631-1.85%75.82%1.29%234-15.83%23513.53%
30 Sep, 156210.81%101,529,099-0.08%76.68%1.34%2782.96%207-2.82%
30 Jun, 156165.12%101,609,7010.90%75.77%1.35%27011.57%2134.41%
31 Mar, 15586-0.34%100,704,4341.30%74.83%1.39%242-7.63%2040.99%
31 Dec, 145881.73%99,412,688-0.22%73.40%1.38%2629.62%202-5.61%
30 Sep, 14578-3.18%99,630,656-1.60%72.88%1.35%2395.75%214-8.94%
30 Jun, 14597-0.50%101,253,551-2.46%73.44%1.31%226-15.04%23518.69%
31 Mar, 146002.21%103,810,1713.49%74.98%1.44%2660.76%198-3.41%
31 Dec, 135878.70%100,311,446-1.76%72.28%1.34%2647.76%2055.13%
30 Sep, 135406.72%102,103,5798.00%73.51%1.58%245-31.18%195121.59%
30 Jun, 13506107.38%94,538,014166.59%68.18%10.57%356194.21%8810.00%
31 Mar, 132443.83%35,461,800-8.24%25.39%3.32%121-8012.68%
31 Dec, 1223518.09%38,646,956-0.59%27.64%3.57%12115.24%7118.33%
30 Sep, 12199-38,876,580-13.88%27.81%2.72%105-7.08%603.45%
30 Jun, 12199-1.97%45,141,89069.74%31.98%9.21%1136.60%583.57%
31 Mar, 1220314.04%26,594,349-1.78%18.63%5.15%1066.00%56-
31 Dec, 1117830.88%27,075,88224.22%19.01%8.06%10035.14%5651.35%
30 Sep, 11136-4.90%21,797,060-31.51%15.36%3.11%74-6.33%37-7.50%
30 Jun, 11143-4.03%31,823,041-14.43%22.22%3.35%79-3.66%40-9.09%
31 Mar, 1114927.35%37,190,32336.30%25.77%7.01%8246.43%442.33%
31 Dec, 101171.74%27,285,3773.51%19.17%5.55%5612.00%434.88%
30 Sep, 101153.60%26,360,9700.41%18.59%5.45%50-12.28%4120.59%
30 Jun, 101113.74%26,253,201-2.43%18.46%5.14%57-5.00%3417.24%
31 Mar, 1010716.30%26,907,9234.25%18.95%5.78%6025.00%2952.63%
31 Dec, 0992-3.16%25,810,73819.09%18.10%7.84%4811.63%19-26.92%
30 Sep, 0995-4.04%21,672,6871.40%15.20%6.66%43-2.27%26-23.53%
30 Jun, 09998.79%21,374,124-0.75%15.11%6.52%44-10.20%3470.00%
31 Mar, 0991-8.08%21,536,539-2.51%15.22%6.25%49-7.55%20-23.08%
31 Dec, 08991.02%22,090,05828.81%15.60%11.38%536.00%26-
30 Sep, 08982.08%17,149,55927.16%11.71%13.78%5011.11%26-25.71%
30 Jun, 0896-13,486,324-0.45%9.22%10.84%454.65%35-2.78%
31 Mar, 0896-11.11%13,547,413-10.10%9.22%8.98%43-27.12%3628.57%
31 Dec, 0710810.20%15,069,821-0.30%10.13%11.17%5918.00%28-17.65%
30 Sep, 079810.11%15,115,294-4.29%9.52%9.06%5021.95%343.03%
30 Jun, 0789-3.26%15,792,40647.95%10.25%23.39%41-6.82%333.13%
31 Mar, 0792-8.00%10,674,465-41.00%6.62%5.75%44-8.33%32-20.00%
31 Dec, 061005.26%18,093,781-5.48%10.73%9.13%4817.07%4017.65%
30 Sep, 06951.06%19,142,644-11.13%10.84%7.29%41-4.65%343.03%
30 Jun, 0694-8.74%21,540,36222.74%12.20%12.44%43-20.37%3310.00%
31 Mar, 0610319.77%17,549,31926.39%9.90%16.40%54-3030.43%
31 Dec, 058616.22%13,884,747-28.86%7.77%6.51%5442.11%23-4.17%
30 Sep, 0574-14.94%19,517,444-5.51%10.92%8.55%38-17.39%24-17.24%
30 Jun, 058711.54%20,655,29116.73%11.31%12.29%4627.78%29-6.45%
31 Mar, 05785.41%17,695,134-1.23%9.59%10.17%36-7.69%3124.00%
31 Dec, 047410.45%17,914,813-12.43%9.71%7.98%3911.43%2513.64%
30 Sep, 04671.52%20,456,65422.88%11.03%13.62%356.06%22-8.33%
30 Jun, 0466-1.49%16,648,277-14.95%9.00%8.19%33-10.81%24-
31 Mar, 046724.07%19,574,87734.87%10.48%17.27%3723.33%2420.00%
31 Dec, 03543.85%14,513,909-7.45%7.79%10.99%30-3.23%2053.85%
30 Sep, 035236.84%15,683,06128.52%8.42%19.35%3155.00%1318.18%
30 Jun, 0338-12,202,662-6.94%6.60%13.21%20-4.76%1157.14%
31 Mar, 0338-2.56%13,112,4630.66%7.06%14.34%2110.53%7-30.00%
31 Dec, 0239-13,026,87155.84%7.02%34.60%19-20.83%10150.00%
30 Sep, 0239-7.14%8,359,308-38.92%4.50%8.28%24-4.00%4-42.86%
30 Jun, 02427.69%13,684,990-45.12%7.38%4.04%25-7-
31 Mar, 023911.43%24,934,104103.35%13.51%30.40%2513.64%7-12.50%
31 Dec, 0135-5.41%12,261,568-8.88%6.67%12.32%2215.79%8-20.00%
30 Sep, 0137-22.92%13,456,781-25.18%7.36%7.63%19-29.63%10-33.33%
30 Jun, 0148-2.04%17,985,039-5.57%9.82%9.01%27-15.63%1515.38%
31 Mar, 014944.12%19,045,1641.83%10.44%9.94%3260.00%138.33%
31 Dec, 0034-2.86%18,703,0583.19%10.25%10.39%2033.33%12-20.00%
30 Sep, 0035-22.22%18,125,746-4.69%9.93%9.62%15-50.00%1566.67%
30 Jun, 004540.63%19,017,173109.05%10.16%44.08%3076.47%912.50%
31 Mar, 00323.23%9,097,15817.54%4.80%28.93%1721.43%8-33.33%
31 Dec, 9931-3.13%7,739,438-31.89%4.07%11.45%14-6.67%1220.00%
30 Sep, 99326.67%11,363,187-36.30%5.96%6.76%15-21.05%10150.00%
30 Jun, 9930-17,839,659-91.39%9.40%0.08%19-32.14%4100.00%
31 Mar, 99301400.00%207,296,005491285.78%108.72%22057101.35%281300.00%2-
31 Dec, 982-42,186-0.02%-2---

Rockwell Automation Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 16, 2024MILLER JOHN Mofficer VP and Chief IP CounselS-SaleSell467$273.27