Rockwell Automation Inc (ROK) Ownership

229.38 ↓0.78 (-0.34%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Rockwell Automation Inc (ROK), owning a total of 13.9 million shares. Combined, the top 38 institutional holders of ROK own 73.33% of the company with a total of 83.1 million shares.

In the latest ownership report on December 31st 2024, the top 38 institutional holders increased their combined ownership of ROK by 2.3 million shares. 14 institutions bought 3,097,302 total additional shares and increased their ownership by an average of 16.54%. However 6 institutions sold 771,185 total shares and decreased their ownership by an average of 4.8%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Rockwell Automation increased by a net total of 2,326,117 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.272%	0.588%	13,876,530	81,079	2024-12-31
BlackRock Inc	7.631%	-4.725%	8,629,021	-427,979	2024-12-31
T. Rowe Price Associates, Inc.	6.293%	6.479%	7,115,280	432,934	2024-12-31
State Street Corp	4.178%	1.633%	4,724,043	75,906	2024-12-31
Geode Capital Management, LLC	2.418%	1.909%	2,734,430	51,228	2024-12-31
Lazard Asset Management LLC	2.170%	-3.770%	2,453,606	-96,126	2024-12-31
Morgan Stanley - Brokerage Accounts	2.022%	17.233%	2,286,325	336,090	2024-12-31
UBS Group AG	2.018%	16.822%	2,281,897	328,586	2024-12-31
Amundi	1.834%	26.200%	2,073,594	430,498	2024-12-31
Goldman Sachs Group Inc	1.440%	34.826%	1,628,009	420,520	2024-12-31
Charles Schwab Investment Management Inc	1.389%	0.883%	1,570,036	13,744	2024-12-31
Amvescap Plc.	1.254%	3.907%	1,417,323	53,287	2024-12-31
Northern Trust Corp	1.231%	14.069%	1,391,331	171,604	2024-12-31
Bank of America Corp	1.161%	-7.837%	1,312,954	-111,652	2024-12-31
AllianceBernstein L.P.	1.139%	102.278%	1,287,731	651,116	2024-12-31
UBS Asset Mgmt Americas Inc	1.024%	2.600%	1,158,161	29,350	2024-12-31
Alecta Pensionsforsakring, Omsesidigt.	0.913%	-5.571%	1,032,275	-60,900	2024-12-31
Alecta Pensionsforsakring, Omsesidigt	0.913%	-5.571%	1,032,275	-60,900	2024-12-31
Sumitomo Mitsui Trust Group Inc	0.892%	2.165%	1,008,209	21,360	2024-12-31
NORGES BANK	0.879%	-1.352%	994,355	-13,628	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	12.272%	0.588%	13,876,530	81,079	2024-12-31
BlackRock Inc	7.631%	-4.725%	8,629,021	-427,979	2024-12-31
T. Rowe Price Associates, Inc.	6.293%	6.479%	7,115,280	432,934	2024-12-31
State Street Corp	4.178%	1.633%	4,724,043	75,906	2024-12-31
State Street Corporation	4.059%	1.638%	4,605,105	74,234	2024-03-31
Geode Capital Management, LLC	2.418%	1.909%	2,734,430	51,228	2024-12-31
Lazard Asset Management LLC	2.170%	-3.770%	2,453,606	-96,126	2024-12-31
Capital World Investors	2.039%	-55.577%	2,337,022	-2,923,829	2023-12-31
Morgan Stanley - Brokerage Accounts	2.022%	17.233%	2,286,325	336,090	2024-12-31
UBS Group AG	2.018%	16.822%	2,281,897	328,586	2024-12-31
Amundi	1.834%	26.200%	2,073,594	430,498	2024-12-31
Goldman Sachs Group Inc	1.440%	34.826%	1,628,009	420,520	2024-12-31
Charles Schwab Investment Management Inc	1.389%	0.883%	1,570,036	13,744	2024-12-31
Massachusetts Financial Services Company	1.285%	-22.830%	1,472,495	-435,624	2023-12-31
ING Investment Management LLC	1.252%	478.103%	1,420,631	1,174,891	2024-03-31
Amvescap Plc.	1.254%	3.907%	1,417,323	53,287	2024-12-31
Northern Trust Corp	1.231%	14.069%	1,391,331	171,604	2024-12-31
FMR Inc	1.213%	-20.733%	1,390,958	-363,810	2023-06-30
Bank of America Corp	1.161%	-7.837%	1,312,954	-111,652	2024-12-31
AllianceBernstein L.P.	1.139%	102.278%	1,287,731	651,116	2024-12-31
UBS Asset Mgmt Americas Inc	1.024%	2.600%	1,158,161	29,350	2024-12-31
JPMorgan Chase & Co	1.007%	-39.890%	1,138,480	-755,528	2024-09-30
Alecta Pensionsforsakring, Omsesidigt.	0.913%	-5.571%	1,032,275	-60,900	2024-12-31
Alecta Pensionsforsakring, Omsesidigt	0.913%	-5.571%	1,032,275	-60,900	2024-12-31
Sumitomo Mitsui Trust Group Inc	0.892%	2.165%	1,008,209	21,360	2024-12-31
NORGES BANK	0.879%	-1.352%	994,355	-13,628	2024-12-31
Ninety One UK Limited	0.854%	-2.579%	968,759	-25,645	2024-06-30
Millennium Management LLC	0.831%	0.000%	953,525	953,525	2022-09-30
Sumitomo Mitsui Trust Holdings Inc	0.833%	-1.081%	945,244	-10,330	2024-06-30
International Assets Investment Management, LLC	0.828%	29,591.700%	936,178	933,025	2024-09-30
Legal & General Group PLC	0.815%	-8.982%	921,507	-90,936	2024-09-30
Nuveen Asset Management, LLC	0.785%	98.609%	901,327	447,507	2022-06-30
Franklin Resources Inc	0.749%	-4.321%	859,976	-38,834	2023-03-31
Champlain Investment Partners, LLC	0.758%	82.407%	859,717	388,400	2024-03-31
Harding Loevner L.P.	0.746%	-1.533%	850,425	-13,238	2023-12-31
HHG PLC	0.742%	-1.709%	849,845	-14,779	2023-12-31
Bank of New York Mellon Corp	0.736%	-4.240%	838,786	-37,139	2023-12-31
Impax Asset Management Group PLC	0.726%	13.887%	834,081	101,704	2022-06-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of Rockwell Automation Inc (ROK), owning a total of 3.6 million shares. Combined, the top 46 mutual fund holders of ROK own 43.31% of the company with a total of 49.3 million shares.

In the latest ownership report on March 31st 2025, the top 46 fund holders increased their combined ownership of ROK by 5 thousand shares. 1 funds bought 4,020 total additional shares and increased their ownership by an average of 0.29%. However 3 funds sold 8,617 total shares and decreased their ownership by an average of 0.26%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Rockwell Automation decreased by a net total of -4,597 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P 500 ETF	1.219%	0.292%	1,378,692	4,020	2025-03-31
SPDR® S&P 500® ETF Trust	1.210%	-0.518%	1,367,853	-7,128	2025-03-31
Global X US Infrastructure Dev ETF	0.624%	-0.055%	705,988	-385	2025-03-31
The Industrial Select Sector SPDR® ETF	0.497%	-0.196%	562,131	-1,104	2025-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.149%	0.253%	3,560,443	8,990	2025-02-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.104%	1.847%	3,559,638	64,556	2023-03-31
Vanguard Institutional 500 Index Trust	2.769%	0.676%	3,130,914	21,019	2025-02-28
Vanguard 500 Index Investor	2.409%	0.579%	2,766,727	15,914	2023-08-31
Vanguard Mid Cap Index Institutional	2.156%	0.431%	2,438,358	10,471	2025-02-28
Fidelity 500 Index	1.251%	0.447%	1,413,964	6,295	2025-02-28
iShares Core S&P 500 ETF	1.219%	0.292%	1,378,692	4,020	2025-03-31
SPDR® S&P 500 ETF Trust	1.203%	0.699%	1,371,445	9,520	2024-05-30
SPDR® S&P 500® ETF Trust	1.210%	-0.518%	1,367,853	-7,128	2025-03-31
Fidelity® 500 Index	1.168%	0.641%	1,338,442	8,518	2023-11-30
American Funds American Balanced A	1.065%	0.000%	1,220,035	0	2023-09-30
T. Rowe Price U.S. Value Equity Tr-Z	1.038%	-2.919%	1,173,478	-35,285	2024-12-31
JPM US Large Cap Growth-MA	0.971%	981.700%	1,111,988	1,009,188	2023-09-30
T. Rowe Price US Value Equity Composite	0.946%	-6.973%	1,069,938	-80,199	2024-12-31
Fidelity® Magellan®	0.925%	15.835%	1,062,900	145,300	2023-08-31
T. Rowe Price Value	0.923%	-2.237%	1,044,075	-23,885	2025-02-28
Vanguard Mid-Cap Value ETF	0.853%	-0.095%	979,497	-930	2023-08-31
Vanguard Value Index Inv	0.861%	0.427%	973,523	4,136	2025-02-28
JPMorgan Large Cap Growth I	0.767%	-20.945%	879,078	-232,910	2023-11-30
Capital Group Fundamental Invtrs Comp	0.692%	0.000%	792,893	0	2023-12-31
American Funds Fundamental Invs A	0.692%	0.000%	792,893	0	2023-12-31
T. Rowe Price US Growth Stock Composite	0.692%	-1.631%	781,985	-12,968	2024-12-31
T. Rowe Price Growth Stock	0.690%	-0.035%	780,398	-273	2025-02-28
Lazard Global Robotics & Automation	0.662%	2.946%	748,178	21,409	2024-12-31
Global X US Infrastructure Dev ETF	0.624%	-0.055%	705,988	-385	2025-03-31
Vanguard Institutional Index I	0.619%	-1.121%	700,191	-7,940	2025-02-28
VanEck Morningstar Wide Moat	0.617%	2.249%	697,398	15,337	2024-09-30
VanEck Morningstar Wide Moat ETF	0.613%	0.000%	692,076	0	2024-11-30
MFS Growth Equity	0.604%	-24.429%	691,521	-223,545	2023-12-31
Vanguard Growth Index Investor	0.597%	0.397%	677,021	2,676	2024-08-31
MFS Growth B	0.590%	-2.262%	675,878	-15,643	2024-01-31
Capital Group Growth Fnd of Amer Comp	0.583%	-54.346%	668,126	-795,335	2023-12-31
American Funds Growth Fund of Amer A	0.583%	-54.346%	668,126	-795,335	2023-12-31
Champlain Mid Cap Fund, LLC	0.587%	-19.008%	663,338	-155,679	2025-02-28
Nikko Global Robotics Equity Mother Fund	0.577%	11.766%	652,566	68,699	2024-07-22
Vanguard Windsor™ II Inv	0.571%	0.627%	645,504	4,019	2024-12-31
Vanguard Dividend Appreciation ETF	0.551%	0.516%	622,663	3,195	2025-02-28
American Funds Washington Mutual A	0.507%	-39.512%	581,153	-379,618	2023-12-31
Capital Group Wash Mutual Invtrs Comp	0.507%	-39.512%	581,153	-379,618	2023-12-31
Pictet - Robotics I dy EUR	0.510%	-0.062%	576,780	-359	2024-09-30
The Industrial Select Sector SPDR® ETF	0.497%	-0.196%	562,131	-1,104	2025-03-31
State St S&P 500® Indx SL Cl III	0.483%	0.609%	545,565	3,300	2025-01-31
Industrial Select Sector SPDR® ETF	0.475%	-2.127%	541,988	-11,781	2024-05-30
iShares Russell Mid-Cap Growth ETF	0.438%	0.000%	499,335	0	2024-05-31
Vanguard High Dividend Yield ETF	0.407%	0.346%	464,090	1,602	2024-05-31
Blackrock Eq Idx Fund CF	0.359%	-0.123%	409,432	-504	2024-03-31