Rockwell Automation Ownership | Who Owns Rockwell Automation?
Rockwell Automation Ownership Summary
Rockwell Automation is owned by 58.75% institutional investors, 0.17% insiders, and 41.07% retail investors. Vanguard group is the largest institutional shareholder, holding 12.61% of ROK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.22% of its assets in Rockwell Automation shares.
ROK Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Rockwell Automation | 58.75% | 0.17% | 41.07% |
| Sector | Industrials Stocks | 49.61% | 15.69% | 34.70% |
| Industry | Industrial Machinery Stocks | 46.01% | 10.90% | 43.09% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 14.21M | 12.61% | $5.53B |
| Blackrock funding, inc. /de | 11.91M | 10.57% | $4.28B |
| Blackrock | 9.06M | 7.93% | $2.50B |
| State street | 5.06M | 4.49% | $1.82B |
| Geode capital management | 3.06M | 2.71% | $1.09B |
| Morgan stanley | 2.82M | 2.51% | $1.01B |
| Ubs group | 2.18M | 1.93% | $782.37M |
| Goldman sachs group | 1.92M | 1.71% | $689.94M |
| Jpmorgan chase | 1.91M | 1.69% | $665.09M |
| Invesco | 1.69M | 1.50% | $604.95M |
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 | 25.86K | 3.29% | $9.28M |
| 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 | 11.91M | 0.07% | 1.44M |
| Jpmorgan chase | 1.91M | 0.04% | 1.28M |
| Vanguard fiduciary trust | 633.77K | 0.06% | 633.77K |
| Ubs group | 2.18M | 0.12% | 553.37K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harding loevner lp | - | - | -627.07K |
| Bank of america corp /de/ | 1.45M | 0.04% | -471.01K |
| Fullerton fund management | - | - | -463.27K |
| Champlain investment partners | - | - | -356.12K |
| Citadel advisors | 171.78K | 0.01% | -353.02K |
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 |
| Tudor investment corp et al | 82.35K | 0.05% | 82.35K | $29.55M |
Sold Out
| Holder | Change |
|---|---|
| Sugar maple asset management | -1.00 |
| Adirondack trust | -1.00 |
| Soa wealth advisors, llc. | -1.00 |
| Tfo-tdc | -1.00 |
| Luken investment analytics | -1.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 1,198 | -17.32% | 66,216,305 | -30.49% | 58 | 0.82% | 511 | -27.10% | 396 | -10.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 3.58M | 3.22% | 11.92K |
| Vanguard US Total Market Shares ETF | 3.59M | 3.18% | -16.36K |
| Vanguard 500 Index Investor | 2.91M | 2.62% | 52.22K |
| Vanguard Mid Cap Index Institutional | 2.43M | 2.19% | 5.47K |
| 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 |
|---|---|---|---|---|
| Jun 02, 2026 | Fordenwalt Matthew W. | SVP Lifecycle Services | Sell | $99.48K |
| May 20, 2026 | MILLER JOHN M | VP and Chief IP Counsel | Sell | $150.81K |
| May 20, 2026 | MILLER JOHN M | VP and Chief IP Counsel | Sell | $298.21K |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q4 | - | - |
| 2025 Q4 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 18 |
ROK Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools