Rockwell Automation Ownership | Who Owns Rockwell Automation?
Rockwell Automation Ownership Summary
Rockwell Automation is owned by 71.67% institutional investors, 0.18% insiders, and 28.15% retail investors. Vanguard group is the largest institutional shareholder, holding 12.61% of ROK shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.18% of its assets in Rockwell Automation shares.
ROK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Rockwell Automation | 71.67% | 0.18% | 28.15% |
| Sector | Industrials Stocks | 47.66% | 12.56% | 39.78% |
| Industry | Industrial Machinery Stocks | 47.74% | 9.56% | 42.70% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 14.21M | 12.61% | $5.53B |
| Blackrock funding, inc. /de | 10.47M | 9.29% | $4.07B |
| Blackrock | 9.06M | 7.93% | $2.50B |
| State street | 4.79M | 4.26% | $1.68B |
| Price t rowe associates inc /md/ | 3.22M | 2.87% | $1.13B |
| Geode capital management | 2.92M | 2.59% | $1.13B |
| Morgan stanley | 2.92M | 2.59% | $1.14B |
| Ubs group | 2.18M | 1.93% | $782.37M |
| Goldman sachs group | 2.10M | 1.87% | $818.99M |
| Lazard asset management | 1.99M | 1.77% | $661.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Drystone | 24.46K | 7.91% | $8.78M |
| Core wealth partners | 41.79K | 6.97% | $15.00M |
| Reynders mcveigh capital management | 197.27K | 3.57% | $70.80M |
| Kampmann melissa s. | 12.31K | 3.55% | $4.42M |
| Baker chad r | 52.01K | 3.52% | $18.67M |
| M. kraus | 31.59K | 3.31% | $11.34M |
| Delaney dennis r | 18.49K | 3.24% | $6.46M |
| Waters parkerson | 167.14K | 3.08% | $59.98M |
| Birch hill investment advisors | 188.73K | 3.04% | $67.73M |
| Westend capital management | 26.92K | 2.90% | $9.66M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 1.58M | 0.07% | 1.58M |
| Blackrock funding, inc. /de | 10.47M | 0.07% | 679.68K |
| Vanguard fiduciary trust | 633.77K | 0.06% | 633.77K |
| Ubs group | 2.18M | 0.12% | 553.37K |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 538.38K | 0.16% | 488.13K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Price t rowe associates inc /md/ | 3.22M | 0.12% | -1.76M |
| Wellington management group llp | 2.49K | 0.00% | -651.01K |
| Harding loevner lp | - | - | -627.07K |
| Bank of america corp /de/ | 1.45M | 0.04% | -471.01K |
| Champlain investment partners | - | - | -356.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.58M | 0.07% | 1.58M | $615.60M |
| Vanguard fiduciary trust | 633.77K | 0.06% | 633.77K | $227.45M |
| Vanguard global advisers | 245.29K | 0.05% | 245.29K | $88.03M |
| Vanguard asset management | 182.62K | 0.06% | 182.62K | $65.54M |
| Howard capital management group | 65.91K | 1.57% | 65.91K | $23.65M |
Sold Out
| Holder | Change |
|---|---|
| Adirondack trust | -1.00 |
| Tfo-tdc | -1.00 |
| Sugar maple asset management | -1.00 |
| Soa wealth advisors, llc. | -1.00 |
| Peak6 | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2025 | 1,238 | -6.21% | 80,774,255 | -12.12% | 71 | 1.07% | 575 | -2.38% | 388 | -11.01% |
| Sep 30, 2025 | 1,281 | -1.31% | 90,759,273 | -3.00% | 80 | 1.17% | 568 | -0.87% | 426 | -10.32% |
| Jun 30, 2025 | 1,267 | 6.65% | 92,835,870 | 2.50% | 82 | 1.28% | 560 | 8.53% | 463 | 8.69% |
| Mar 31, 2025 | 8 | -99.34% | 144,990 | -99.85% | - | 0.00% | 4 | -99.32% | 1 | -99.73% |
| Dec 31, 2024 | 1,106 | -5.95% | 84,632,824 | -6.61% | 74 | 1.17% | 536 | 12.37% | 337 | -22.88% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard US Total Market Shares ETF | 3.59M | 3.18% | -16.36K |
| Vanguard Total Stock Mkt Idx Inv | 3.57M | 3.17% | 15.67K |
| Vanguard 500 Index Investor | 2.86M | 2.55% | -26.30K |
| Vanguard Mid Cap Index Institutional | 2.43M | 2.16% | -13.04K |
| iShares Core S&P 500 ETF | 1.45M | 1.31% | 4.29K |
| Fidelity 500 Index | 1.43M | 1.28% | 6.07K |
| SPDR® S&P 500 ETF | 1.40M | 1.24% | -20.46K |
| SPDR® S&P 500® ETF | 1.37M | 1.21% | 16.70K |
| SPDR® S&P 500® ETF Trust | 1.37M | 1.21% | -7.13K |
| State Street® SPDR® S&P 500® ETF | 1.34M | 1.19% | -1.43K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 07, 2026 | Riesterer Terry L. | Vice President and Controller | Sell | $497.02K |
| May 07, 2026 | Riesterer Terry L. | Vice President and Controller | Sell | $1.32M |
| May 05, 2026 | Fordenwalt Matthew W. | SVP Lifecycle Services | Sell | $62.76K |
| May 05, 2026 | Fordenwalt Matthew W. | SVP Lifecycle Services | Sell | $206.99K |
| May 05, 2026 | Nardecchia Christopher | SVP, Chief Information Officer | Sell | $258.32K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | - |
| 2025 Q4 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 18 |
ROK Ownership FAQ
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