Rockwell Automation, Inc (ROK) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

113,142,857Shares Outstanding

1,182,670Shares held by institutions

$459,431,815Value of institutional holdings

80.54%Institutional ownership %

6.61%Shares Changed QoQ

1,335No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

A total of 1335 institutions have reported a stake in Rockwell Automation, Inc (NYSE:ROK) as of December 2025, according to recent 13F filings with the SEC.

The collective stake of institutional investors in Rockwell Automation moved to 80.5% in December 2025, a shift down from the 83.0% reported for September 2025.
Quarterly data indicates a 6.61% shift in institutional share volume, and the annual owner count reflects an increase of 11.16%.
A review of institutional activity for Rockwell Automation shows 651 of 1335 filers increasing their positions, while 423 reduced their stake, and 261 remained unchanged.
Collectively, institutional investors increased their stake in Rockwell Automation to 91.13Mn shares as of December 2025, a change that is up by 5.65Mn shares quarter on quarter and down 3.12Mn shares year over year.
With 14.21Mn shares, VANGUARD GROUP INC commands the largest institutional position in Rockwell Automation as of December 31, 2025, equating to 12.56% of the company.
Among the most significant buyers of Rockwell Automation during December 2025 were NORGES BANK (1.58Mn), BlackRock, Inc. (679.68K), Eurizon Capital SGR S.p.A. (400.12K), DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main (315.82K), VOYA INVESTMENT MANAGEMENT LLC (283.75K).
Leading sellers of Rockwell Automation stock in December 2025 included LAZARD ASSET MANAGEMENT LLC (656.32K), UBS Group AG (305.38K), Alecta Tjanstepension Omsesidigt (225.60K), JPMORGAN CHASE & CO (190.89K), Squarepoint Ops LLC (182.75K).
The top 10 institutional holders of Rockwell Automation for the quarter ending December 2025 included VANGUARD GROUP INC (14.21Mn), BlackRock, Inc. (10.47Mn), STATE STREET CORP (5.00Mn), GEODE CAPITAL MANAGEMENT, LLC (2.92Mn), MORGAN STANLEY (2.92Mn), GOLDMAN SACHS GROUP INC (2.10Mn), UBS Group AG (1.67Mn), NORGES BANK (1.58Mn), CHARLES SCHWAB INVESTMENT MANAGEMENT INC (1.54Mn), NORTHERN TRUST CORP (1.42Mn).

1,335 Institutional Holders

1,182,670 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	14,206,311	114,469	0.81%	$5,527,249,420.00
BlackRock, Inc.	31 Dec, 2025	10,472,629	679,677	6.94%	$4,074,585,767.00
STATE STREET CORP	31 Dec, 2025	4,996,130	202,705	4.23%	$1,943,844,299.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,924,501	17,855	0.61%	$1,133,397,042.00
MORGAN STANLEY	31 Dec, 2025	2,921,840	276,021	10.43%	$1,136,801,368.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	2,104,985	24,719	1.19%	$818,986,278.00
UBS Group AG	31 Dec, 2025	1,666,661	-305,384	-15.49%	$648,447,795.00
NORGES BANK	31 Dec, 2025	1,582,224	1,582,224	0.00%	$615,595,892.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,538,613	-24,465	-1.57%	$598,632,506.00
NORTHERN TRUST CORP	31 Dec, 2025	1,421,465	-1,984	-0.14%	$553,049,387.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	1,228,195	-96,093	-7.26%	$477,853,681.00
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	31 Dec, 2025	1,082,372	-2,543	-0.23%	$421,118,475.00
Sumitomo Mitsui Trust Group, Inc.	31 Dec, 2025	977,999	-19,191	-1.92%	$380,510,071.00
VICTORY CAPITAL MANAGEMENT INC	31 Dec, 2025	964,878	108,403	12.66%	$375,427,190.00
Holocene Advisors, LP	31 Dec, 2025	925,627	-63,802	-6.45%	$360,133,697.00
Amundi	31 Dec, 2025	879,900	9,262	1.06%	$342,342,692.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	860,388	-155,887	-15.34%	$334,751,159.00
Fisher Asset Management, LLC	31 Dec, 2025	857,529	35,028	4.26%	$333,638,864.00
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	31 Dec, 2025	854,192	315,816	58.66%	$332,340,482.00
VOYA INVESTMENT MANAGEMENT LLC	31 Dec, 2025	798,216	283,747	55.15%	$310,561,900.00

1 - 20 of 1,335

Research Tools