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Rockwell Automation Ownership | Who Owns Rockwell Automation?

OverviewForecastRevenueFinancialsChartTranscripts

Rockwell Automation Ownership Summary

Rockwell Automation is owned by 74.24% institutional investors, 0.32% insiders, and 25.44% retail investors. Vanguard group is the largest institutional shareholder, holding 12.17% 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

TypeName% Inst% Insiders% Retail
StockRockwell Automation74.24%0.32%25.44%
SectorIndustrials Stocks 50.65%11.75%37.60%
IndustryIndustrial Machinery Stocks57.70%9.34%32.96%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group13.88M12.17%$3.97B
Blackrock9.06M7.93%$2.50B
Blackrock funding, inc. /de8.63M7.57%$2.47B
Price t rowe associates inc /md/7.12M6.24%$2.03B
State street4.64M4.06%$1.28B
Geode capital management2.73M2.40%$779.43M
Lazard asset management2.45M2.15%$701.21M
Ubs group2.28M2.00%$652.14M
Morgan stanley2.02M1.77%$556.86M
Amundi2.02M1.77%$538.52M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Core wealth partners42.05K6.89%$12.02M
Drystone20.67K5.90%$5.91B
Delaney dennis r21.72K3.27%$6.21M
Tenere capital42.40K3.21%$12.12M
Hel ved capital management36.60K3.06%$10.46M
Reynders mcveigh capital management201.74K3.03%$57.66M
Garland capital management12.62K2.96%$3.61M
London & capital asset management125.16K2.91%$34.45M
Baker chad r51.85K2.90%$14.82M
M. kraus33.22K2.85%$9.50M

Top Buyers

HolderShares% AssetsChange
Norges bank994.36K0.04%994.36K
Wellington management group llp675.49K0.04%674.70K
Alliancebernstein1.29M0.12%651.12K
Price t rowe associates inc /md/7.12M0.23%432.93K
Goldman sachs group1.63M0.07%420.52K

Top Sellers

HolderShares% AssetsChange
International assets investment management3.45K0.08%-932.73K
Van eck associates27.50K0.01%-756.13K
Mirae asset global investments7.25K0.01%-504.43K
Bank of america corp /de/1.45M0.04%-471.01K
Blackrock funding, inc. /de8.63M0.05%-427.98K

New Positions

HolderShares% AssetsChangeValue
Norges bank994.36K0.04%994.36K$284.18M
Proficio capital partners199.05K0.02%199.05K$199.05K
Raymond james financial113.83K0.01%113.83K$32.53M
Shellback capital, lp105.89K2.08%105.89K$30.26M
Parnassus investments62.47K0.04%62.47K$17.85M

Sold Out

HolderChange
Adirondack trust-1.00
Soa wealth advisors, llc.-1.00
Sugar maple asset management-1.00
Tfo-tdc-1.00
Peak6 investments-2.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 20241,106-5.95%84,632,824-6.61%741.17%53612.37%337-22.88%
Sep 30, 20241,162-0.68%90,509,918-1.29%791.23%473-4.06%4312.62%
Jun 30, 20241,155-5.56%91,585,9250.97%801.27%488-12.23%4151.22%
Mar 31, 20241,223-1.13%90,702,3984.46%791.38%556-3.81%4103.02%
Dec 31, 20231,2376.36%86,831,079-4.89%751.20%5788.65%3989.94%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
Vanguard US Total Market Shares ETF3.59M3.18%-16.36K
Vanguard Total Stock Mkt Idx Inv3.57M3.17%12.97K
Vanguard Institutional 500 Index Trust3.14M2.78%10.94K
Vanguard Mid Cap Index Institutional2.43M2.16%-3.37K
Fidelity 500 Index1.41M1.25%6.29K
SPDR® S&P 500 ETF1.40M1.24%-20.46K
iShares Core S&P 500 ETF1.38M1.22%4.02K
SPDR® S&P 500® ETF Trust1.37M1.21%-7.13K
SPDR® S&P 500® ETF1.35M1.20%-22.57K
T. Rowe Price U.S. Value Equity Tr-D1.17M1.04%-35.28K

Recent Insider Transactions

DateNameRoleActivityValue
Apr 02, 2025Bulho Matheus De A G Viera SVP Software and ControlSell$75.50K
Feb 28, 2025Woods Isaac Vice President and TreasurerSell$208.62K
Feb 28, 2025Woods Isaac Vice President and TreasurerSell$40.19K
Feb 28, 2025Myers Tessa M. SVP, Intelligent DevicesSell$351.36K
Feb 28, 2025MILLER JOHN M VP and Chief IP CounselSell$71.93K

Insider Transactions Trends

DateBuySell
2026 Q4--
2025 Q4--
2024 Q4--
2024 Q3--
2024 Q2-18

ROK Ownership FAQ

Who Owns Rockwell Automation?

Rockwell Automation shareholders are primarily institutional investors at 74.24%, followed by 0.32% insiders and 25.44% retail investors. The average institutional ownership in Rockwell Automation's industry, Industrial Machinery Stocks, is 57.70%, which Rockwell Automation exceeds.

Who owns the most shares of Rockwell Automation?

Rockwell Automation’s largest shareholders are Vanguard group (13.88M shares, 12.17%), Blackrock (9.06M shares, 7.93%), and Blackrock funding, inc. /de (8.63M shares, 7.57%). Together, they hold 27.67% of Rockwell Automation’s total shares outstanding.

Does Blackrock own Rockwell Automation?

Yes, BlackRock owns 7.93% of Rockwell Automation, totaling 9.06M shares as of Jun 2024. This represents 0.06% of BlackRock's total assets, with a market value of 2.5B$. In the last quarter, BlackRock increased its holdings by 77.19K shares, a 0.86% change.

Who is Rockwell Automation’s biggest shareholder by percentage of total assets invested?

Core wealth partners is Rockwell Automation’s biggest shareholder by percentage of total assets invested, with 6.89% of its assets in 42.04K Rockwell Automation shares, valued at 12.02M$.

Who is the top mutual fund holder of Rockwell Automation shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Rockwell Automation shares, with 3.18% of its total shares outstanding invested in 3.59M Rockwell Automation shares.

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