Rockwell Automation ROK Institutional Ownership

NYSE ROK

$423.49 -15.02 (-3.43%)

As of: Oct 22, 2026 · 3:59 PM EDT

Institutions by Trading Activity

1,540 Institutions

Increased 805 52.3%

Unchanged 298 19.4%

Reduced 437 28.4%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

89.21%

▲+3.76 pp QoQ

Shares Held by Institutions

99.11Mn

of 111.10Mn outstanding

▲+3.47% QoQ

Shares Outstanding

111.10Mn

11.99Mn held outside 13F filers

Institutional Investors

1,540

filed 13F for Jun 2026

▲+127 vs prior quarter

Net Shares Added (QoQ)

+3.32Mn

accumulated since last quarter

Value of Holdings

$43.46Bn

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

Updated Oct 21, 2026

Rockwell Automation, Inc (NYSE:ROK) had 1,539 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

These investors held 89.21% of outstanding shares in Q2 2026, up from 85.45% the quarter before.
Total holdings of Rockwell Automation shares rose 3.47% from Q1 2026, and the number of holders rose 21.56% from Q2 2025.
Among the 1,539 holders of Rockwell Automation, 805 added to their positions, 437 reduced their stakes and 297 left their positions unchanged.
The aggregate institutional position in Rockwell Automation was 99.11Mn shares at the end of Q2 2026, up 3.32Mn from the prior quarter and up 8.53Mn from a year earlier.
BlackRock, Inc. held the largest position in ROK at 12.38Mn shares as of June 30, 2026, or 11.14% of shares outstanding.
The largest position increases in ROK for Q2 2026 were by JPMorgan Chase & Co (+1.01Mn shares), BlackRock, Inc. (+468.1K shares), American Century Companies Inc (+305.36K shares), State Street Corp (+265.98K shares) and Nordea Investment Management AB (+261.33K shares).
The largest position reductions in ROK for Q2 2026 were by Balyasny Asset Management L.P. (-342.24K shares), Agf Management LTD (-226.77K shares), Holocene Advisors, LP (-201.71K shares), Ontario Teachers Pension Plan Board (-173.07K shares) and Los Angeles Capital Management LLC (-155.5K shares).
Per Business Quant, the top 10 investors in ROK for the quarter ended June 30, 2026 were BlackRock, Inc. (12.38Mn shares), Vanguard Capital Management LLC (7.27Mn shares), Vanguard Portfolio Management LLC (5.93Mn shares), State Street Corp (5.32Mn shares), Geode Capital Management, LLC (3.13Mn shares), Morgan Stanley (3.04Mn shares), JPMorgan Chase & Co (2.92Mn shares), UBS Group AG (2.18Mn shares), Goldman Sachs Group Inc (1.93Mn shares) and Invesco Ltd. (1.82Mn shares).

Form 13F Holdings

1,542 Institutional Holders

Report period 30 Jun, 2026

Total shares held 99.11Mn

Of outstanding 89.21%

#	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
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
20	Fisher Asset Management, LLC	0000850529	959,431	0.86%	▲32,343	+3.49%	$475.00Mn

Showing 1 to 20 of 1,542 holders