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Rockwell Automation Ownership | Who Owns Rockwell Automation?

OverviewForecastRevenueFinancialsChartTranscripts

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 3.14% of its assets in Rockwell Automation shares.

ROK Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockRockwell Automation79.39%0.23%20.37%
SectorIndustrials Stocks 64.16%10.53%25.31%
IndustryIndustrial Machinery Stocks76.78%7.61%15.61%

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
Drystone20.67K5.90%$5.91B
Delaney dennis r21.38K3.18%$5.88M
Reynders mcveigh capital management199.30K3.12%$54.86M
London & capital asset management125.16K2.91%$34.45M
Garland capital management14.94K2.91%$4.11M
Baker chad r51.85K2.90%$14.82M
M. kraus33.22K2.85%$9.50M
Kampmann melissa s.13.47K2.71%$3.71M
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
Charles schwab investment management1.17M0.06%506.38K
Price t rowe associates inc /md/5.99M0.20%452.76K

Top Sellers

HolderShares% AssetsChange
International assets investment management3.45K0.08%-932.73K
Voya investment management601.71K0.19%-818.92K
Janus henderson group14.82K0.00%-798.38K
Van eck associates27.50K0.01%-756.13K
Mirae asset global investments7.25K0.01%-504.43K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.01M0.04%1.01M$277.48M
Mirae asset global etfs781.99K0.51%781.99K$215.19M
Aegon asset management uk40.11K0.15%40.11K$11.47M
Oribel capital management, lp38.90K0.05%38.90K$369.55K
Corebridge financial31.33K0.05%31.33K$8.63M

Sold Out

HolderChange
Adirondack trust-1.00
Soa wealth advisors, llc.-1.00
Quest partners-1.00
Tfo-tdc-1.00
Peak6 investments-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 Inv3.54M3.14%-24.07K
Vanguard Institutional 500 Index Trust3.06M2.71%7.35K
Vanguard Mid Cap Index Institutional2.43M2.15%7.61K
SPDR® S&P 500® ETF Trust1.41M1.25%10.56K
Fidelity 500 Index1.40M1.24%9.53K
iShares Core S&P 500 ETF1.33M1.17%938.00
T. Rowe Price U.S. Value Equity Tr-Z1.17M1.04%-35.28K
T. Rowe Price Value1.07M0.95%-17.07K
T. Rowe Price US Value Equity Composite1.07M0.95%-80.20K
Vanguard Value Index Inv963.40K0.85%-6.71K

Recent Insider Transactions

DateNameRoleActivityValue
Jan 10, 2025Woods Isaac Vice President and TreasurerSell$35.79K
Jan 10, 2025Woods Isaac Vice President and TreasurerSell$210.08K
Dec 10, 2024Moret Blake D. President and CEOSell$210.76K
Dec 10, 2024Moret Blake D. President and CEOSell$72.54K
Dec 10, 2024Moret Blake D. President and CEOSell$70.79K

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 76.78%, 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 3.14% of its total shares outstanding invested in 3.54M Rockwell Automation shares.

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