Rockwell Automation Ownership | Who Owns Rockwell Automation?


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Rockwell Automation Ownership Summary


Rockwell Automation is owned by 79.39% institutional investors, 0.23% insiders, and 20.37% retail investors. Vanguard group is the largest institutional shareholder, holding 12.25% of ROK shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.17% of its assets in Rockwell Automation shares.

ROK Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockRockwell Automation79.39%0.23%20.37%
SectorIndustrials Stocks 60.63%10.30%29.07%
IndustryIndustrial Machinery Stocks74.36%6.92%18.72%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group14.00M12.25%$3.85B
Blackrock9.06M7.93%$2.50B
Price t rowe associates inc /md/5.99M5.24%$1.65B
State street4.64M4.06%$1.28B
Geode capital management2.67M2.34%$732.78M
Lazard asset management2.24M1.96%$616.28M
Morgan stanley2.02M1.77%$556.86M
Amundi2.02M1.77%$538.52M
Bank of america corp /de/1.45M1.27%$400.09M
Goldman sachs group1.44M1.26%$397.60M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Core wealth partners42.13K7.92%$11.60M
Delaney dennis r21.38K3.18%$5.88M
Reynders mcveigh capital management199.30K3.12%$54.86M
Baker chad r51.85K2.98%$14.27M
London & capital asset management125.16K2.91%$34.45M
Garland capital management14.94K2.91%$4.11M
M. kraus33.63K2.84%$9.26M
Kampmann melissa s.13.47K2.71%$3.71M
Birch hill investment advisors198.80K2.65%$54.73M
Somerville kurt f56.82K2.64%$15.64M

Top Buyers

HolderShares% AssetsChange
Norges bank1.01M0.04%1.01M
Mirae asset global etfs781.99K0.51%781.99K
Lazard asset management2.24M0.77%728.74K
Van eck associates763.35K0.30%700.75K
Charles schwab investment management1.17M0.06%506.38K

Top Sellers

HolderShares% AssetsChange
Voya investment management601.71K0.19%-818.92K
Janus henderson group14.82K0.00%-798.38K
Mirae asset global investments7.25K0.01%-504.43K
Bank of america corp /de/1.45M0.04%-471.01K
Massachusetts financial services co /ma/31.27K0.00%-338.20K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.01M0.04%1.01M$277.48M
Mirae asset global etfs781.99K0.51%781.99K$215.19M
Oribel capital management, lp38.90K0.05%38.90K$369.55K
Corebridge financial31.33K0.05%31.33K$8.63M
Bell asset management29.70K1.15%29.70K$8.17M

Sold Out

HolderChange
Tfo-tdc-1.00
Quest partners-1.00
Adirondack trust-1.00
Peak6 investments-2.00
Td capital management-2.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 20231,1630.17%91,298,795-1.76%791.21%5321.92%3620.28%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
Vanguard Total Stock Mkt Idx Inv3.58M3.17%-12.93K
Vanguard Institutional 500 Index Trust3.01M2.66%34.99K
Vanguard Mid Cap Index Institutional2.41M2.13%4.34K
Fidelity 500 Index1.39M1.23%-9.64K
SPDR® S&P 500® ETF Trust1.38M1.21%469.00
iShares Core S&P 500 ETF1.26M1.11%1.94K
T. Rowe Price U.S. Value Equity Tr-Z1.21M1.07%30.50K
T. Rowe Price US Value Equity Composite1.15M1.01%7.80K
T. Rowe Price Value1.15M1.01%-
Vanguard Value Index Inv963.42K0.85%2.48K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 18, 2024MILLER JOHN M VP and Chief IP CounselSell$132.66K
Nov 11, 2024Rothe Christian E Sr. VP and CFOBuy$1.69M
Nov 12, 2024Rothe Christian E Sr. VP and CFOBuy$313.31K
Nov 04, 2024Lakkundi Veena M SVP, Strategy & Corp DevelopmtSell$154.51K
Jun 11, 2024Myers Tessa M. SVP, Intelligent DevicesSell$134.00K

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 79.39%, followed by 0.23% insiders and 20.38% retail investors. The average institutional ownership in Rockwell Automation's industry, Industrial Machinery Stocks, is 74.36%, which Rockwell Automation exceeds.

Who owns the most shares of Rockwell Automation?

Rockwell Automation’s largest shareholders are Vanguard group (14M shares, 12.25%), Blackrock (9.06M shares, 7.93%), and Price t rowe associates inc /md/ (5.99M shares, 5.24%). Together, they hold 25.42% 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 7.92% of its assets in 42.13K Rockwell Automation shares, valued at 11.6M$.

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

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Rockwell Automation shares, with 3.17% of its total shares outstanding invested in 3.58M Rockwell Automation shares.

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