Rockwell Automation, Inc (ROK) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

112,900,000Shares Outstanding

97,092,452Shares held by institutions

$39,811,789,018Value of institutional holdings

86.00%Institutional ownership %

7.21%Shares Changed QoQ

1,389No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Rockwell Automation, Inc (NYSE:ROK) has 1,386 institutional investors with active 13F positions as of December 2025.

They owned 83.8% of outstanding stock in December 2025, down from 84.0% the prior quarter.
They increased total shares held in Rockwell Automation by 5.11% from last quarter, and the number of investors in ROK increased 15.4% annually.
Among the 1,386 funds, 680 bought more Rockwell Automation shares, 439 sold down, and 267 held their ground.
In total, institutional investors held 94.63Mn shares in Rockwell Automation as of December 2025, up by 4.6Mn shares quarter on quarter, and down 4.11Mn shares year over year.
NEVILLE RODIE & SHAW INC holds the largest position in ROK at 2.1K shares as of December 31, 2025, or 0.0% of shares outstanding.
Leading buyers of Rockwell Automation shares for the quarter ending December 2025 were Hilltop National Bank (65), Investors Research Corp (11), Hickory Point Bank & Trust (2).
Rockwell Automation's 7 largest shareholders as of December 2025 include NEVILLE RODIE & SHAW INC (2.1K), Coastline Trust Co (414), Hilltop National Bank (65), Aspect Partners, LLC (13), Ares Financial Consulting, LLC (13), Investors Research Corp (11), Hickory Point Bank & Trust (2) per Business Quant data.

1,389 Institutional Holders

97,092,452 Total Shares Held

Rows:

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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
Goldman Sachs Group Inc	31 Dec, 2025	4,215,714	2,135,448	102.65%	$1,640,207,418.00
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
UBS Group AG	31 Dec, 2025	1,626,661	-345,384	-17.51%	$632,884,995.00
NORGES BANK	31 Dec, 2025	1,582,224	1,582,224	0.00%	$615,595,892.00
Invesco Ltd.	31 Dec, 2025	1,545,104	309,316	25.03%	$601,153,724.00
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	-1,420,381	-53.63%	$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
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	31 Dec, 2025	924,223	909,184	6,045.51%	$260,227,791.00
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

1 - 20 of 1,389

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