Rockwell Automation ROK Institutional Ownership

NYSE ROK

$426.14 -2.99 (-0.70%)

As of: Sep 9, 2026 · 3:59 PM EDT

Institutions by Trading Activity

1,532 Institutions

Increased 795 51.9%

Unchanged 294 19.2%

Reduced 443 28.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

90.39%

▲+4.89 pp QoQ

Shares Held by Institutions

100.42Mn

of 111.10Mn outstanding

▲+6.11% QoQ

Shares Outstanding

111.10Mn

10.68Mn held outside 13F filers

Institutional Investors

1,532

filed 13F for Jun 2026

▲+118 vs prior quarter

Net Shares Added (QoQ)

+5.78Mn

accumulated since last quarter

Value of Holdings

$43.57Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Rockwell Automation, Inc (NYSE:ROK) showed up in the 13F filings of 1,532 institutional investors as of June 2026.

Their combined ownership stood at 90.4% of outstanding shares in June 2026, up from 85.5% in March 2026.
They increased total shares held in Rockwell Automation by 6.11% from the prior quarter, while the number of investors in ROK increased 20.82% year over year.
Of these 1,532 holders, 795 added to their stakes in Rockwell Automation, 443 trimmed positions, and 294 made no changes.
Altogether, these fund groups held 100.42Mn shares in ROK by June 2026, up by 5.78Mn shares quarter on quarter, and up 6.97Mn shares year over year.
BlackRock, Inc. is the top holder of Rockwell Automation as of June 30, 2026, with 12.38Mn shares representing 11.14% of outstanding stock.
The most significant purchases of ROK for the quarter ending June 2026 came from Sixth Street Partners Management Company, L.P. (1.52Mn), NORGES BANK (1.39Mn), Jpmorgan Chase & Co (1.01Mn), BlackRock, Inc. (468.1K), AMERICAN CENTURY COMPANIES INC (305.36K).
Leading sellers of Rockwell Automation shares for the quarter ending June 2026 were BALYASNY ASSET MANAGEMENT L.P. (342.24K), AGF MANAGEMENT LTD (226.77K), Holocene Advisors, LP (201.71K), ONTARIO TEACHERS PENSION PLAN BOARD (173.07K), LOS ANGELES CAPITAL MANAGEMENT LLC (155.5K).
Per Business Quant, the top 10 investors in ROK for the quarter ending June 2026 include BlackRock, Inc. (12.38Mn), VANGUARD CAPITAL MANAGEMENT LLC (7.27Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (5.93Mn), State Street Corp (5.32Mn), GEODE CAPITAL MANAGEMENT, LLC (3.13Mn), Morgan Stanley (3.04Mn), Jpmorgan Chase & Co (2.92Mn), UBS Group AG (2.18Mn), Goldman Sachs Group Inc (1.93Mn), Invesco Ltd. (1.82Mn).

Form 13F Holdings

1,532 Institutional Holders

Report period 30 Jun, 2026

Total shares held 100.42Mn

Of outstanding 90.39%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	12,380,576	11.14%	▲468,097	+3.93%	$6.13Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	7,270,705	6.54%	▼31,126	-0.43%	$3.60Bn
3	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	5,928,262	5.34%	▲82,528	+1.41%	$2.93Bn
4	State Street Corp	0000093751	5,323,990	4.79%	▲265,978	+5.26%	$2.64Bn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	3,132,604	2.82%	▲74,607	+2.44%	$1.55Bn
6	Morgan Stanley	0000895421	3,040,314	2.74%	▲216,767	+7.68%	$1.51Bn
7	Jpmorgan Chase & Co	0000019617	2,919,588	2.63%	▲1,011,222	+52.99%	$1.41Bn
8	UBS Group AG	0001610520	2,183,669	1.97%	▲3,642	+0.17%	$1.08Bn
9	Goldman Sachs Group Inc	0000886982	1,933,275	1.74%	▲10,796	+0.56%	$957.13Mn
10	Invesco Ltd.	0000914208	1,820,740	1.64%	▲135,071	+8.01%	$901.41Mn
11	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,524,563	1.37%	▼13,127	-0.85%	$754.79Mn
11	Sixth Street Partners Management Company, L.P.	0001812095	1,524,563	1.37%	▲1,524,563	0.00%	$754.79Mn
12	Northern Trust Corp	0000073124	1,437,183	1.29%	▲18,240	+1.29%	$711.52Mn
13	NORGES BANK	0001374170	1,392,295	1.25%	▲1,392,295	0.00%	$689.30Mn
14	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	1,241,264	1.12%	▼123,733	-9.06%	$614.53K
15	NORDEA INVESTMENT MANAGEMENT AB	0001218210	1,235,953	1.11%	▲261,330	+26.81%	$607.85Mn
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0000861177	1,074,596	0.97%	▼74,067	-6.45%	$532.01Mn
17	Bank Of America Corp /De/	0000070858	1,036,484	0.93%	▼10,305	-0.98%	$513.14Mn
18	Sumitomo Mitsui Trust Group, Inc.	0001475365	1,019,528	0.92%	▲37,643	+3.83%	$504.75Mn
19	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0001705339	979,160	0.88%	▲74,803	+8.27%	$484.63Mn

Showing 1 to 20 of 1,532 holders