ROCKWELL AUTOMATION, INC - COMMON STOCK (ROK) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / COMMON STOCK
Symbol
ROK on NYSE
Shares outstanding
113,568,750
Price per share
$389.07
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
91,900,752
Total reported value
$32,134,589,339
% of total 13F portfolios
0.03%
Share change
-1,701,372
Value change
-$575,211,407
Number of holders
1,281
Price from insider filings
$389.07
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of ROCKWELL AUTOMATION, INC - COMMON STOCK (ROK) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 7.6% $2,229,643,185 8,629,318 BlackRock, Inc. 31 Dec 2024
PRICE T ROWE ASSOCIATES INC /MD/ 4.4% $1,710,381,717 4,997,025 T. Rowe Price Associates, Inc. 30 Jun 2025

As of 30 Sep 2025, 1,281 institutional investors reported holding 91,900,752 shares of ROCKWELL AUTOMATION, INC - COMMON STOCK (ROK). This represents 81% of the company’s total 113,568,750 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of ROCKWELL AUTOMATION, INC - COMMON STOCK (ROK) together control 52% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 12% 14,091,842 +0.24% 0.07% $4,925,521,533
BlackRock, Inc. 8.6% 9,792,952 +12% 0.06% $3,422,930,801
STATE STREET CORP 4.2% 4,793,425 +0.9% 0.06% $1,675,445,840
PRICE T ROWE ASSOCIATES INC /MD/ 2.8% 3,223,188 -35% 0.12% $1,126,602,000
GEODE CAPITAL MANAGEMENT, LLC 2.6% 2,906,646 +1.1% 0.06% $1,011,765,306
MORGAN STANLEY 2.3% 2,645,819 +3.5% 0.06% $924,794,426
GOLDMAN SACHS GROUP INC 1.8% 2,080,266 +4.6% 0.11% $727,115,509
UBS Group AG 1.7% 1,972,045 -25% 0.13% $689,288,887
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 1,563,078 -0.99% 0.09% $546,346,703
NORTHERN TRUST CORP 1.3% 1,423,449 +3.6% 0.06% $497,538,130
LAZARD ASSET MANAGEMENT LLC 1.2% 1,416,876 -29% 0.67% $495,240,776
BANK OF AMERICA CORP /DE/ 1.2% 1,324,288 +5.7% 0.03% $462,878,239
Invesco Ltd. 1.1% 1,235,788 +12% 0.07% $431,944,863
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC 0.96% 1,084,915 -17% 0.08% $379,210,339
ALLIANCEBERNSTEIN L.P. 0.89% 1,016,275 -12% 0.11% $355,218,601
Sumitomo Mitsui Trust Group, Inc. 0.88% 997,190 -0.93% 0.2% $348,547,821
Holocene Advisors, LP 0.87% 989,429 +14% 0.79% $345,835,118
Amundi 0.77% 870,638 -20% 0.1% $303,478,288
VICTORY CAPITAL MANAGEMENT INC 0.75% 856,475 -16% 0.21% $328,914,315
Fisher Asset Management, LLC 0.72% 822,501 +3.8% 0.1% $287,489,238
JPMORGAN CHASE & CO 0.72% 819,708 +122% 0.02% $286,521,683
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.69% 778,014 +1.2% 0.43% $271,894,008
Alecta Tjanstepension Omsesidigt 0.68% 776,875 -13% 1.2% $271,447,894
Bank of New York Mellon Corp 0.64% 723,937 -0.24% 0.05% $253,037,673
DIMENSIONAL FUND ADVISORS LP 0.64% 723,133 -15% 0.05% $252,720,265

Institutional Holders of ROCKWELL AUTOMATION, INC - COMMON STOCK (ROK) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,051,543 $802,042,262 +$129,065,604 $389.07 79
2025 Q3 91,900,752 $32,134,589,339 -$575,211,407 $349.53 1,281
2025 Q2 93,640,247 $31,109,818,219 +$994,541,034 $332.17 1,259
2025 Q1 90,818,168 $23,426,131,485 -$790,383,592 $258.38 1,155
2024 Q4 93,548,359 $26,729,716,409 +$1,011,279,413 $285.79 1,188
2024 Q3 89,528,722 $24,048,087,639 -$597,498,783 $268.46 1,142
2024 Q2 91,667,057 $25,210,397,437 +$148,024,856 $275.28 1,143
2024 Q1 90,713,290 $26,379,125,646 +$1,023,471,319 $291.33 1,186
2023 Q4 918,012 $285,024,292 +$37,188,663 $310.48 13
2023 Q3 91,358,649 $26,118,018,090 -$342,402,740 $285.87 1,107
2023 Q2 92,348,573 $30,373,371,349 +$202,708,007 $329.45 1,112
2023 Q1 88,845,119 $26,003,793,304 +$396,969,699 $293.45 1,078
2022 Q4 89,335,113 $23,054,917,095 +$218,670,834 $257.57 1,026
2022 Q3 90,255,762 $19,451,602,735 -$320,446,578 $215.11 961
2022 Q2 88,912,370 $17,699,848,123 +$98,265,776 $199.31 925
2022 Q1 89,378,093 $24,991,478,815 -$181,204,179 $280.03 1,010
2021 Q4 90,596,141 $31,523,328,907 +$43,832,308 $348.85 1,110
2021 Q3 90,364,975 $26,556,143,563 -$325,764,111 $294.04 1,014
2021 Q2 91,531,232 $26,149,655,793 +$1,087,462,257 $286.02 965
2021 Q1 88,627,577 $23,495,656,158 +$208,232,115 $265.44 959
2020 Q4 87,519,298 $21,925,110,230 -$275,933,577 $250.81 949
2020 Q3 89,972,536 $19,846,488,685 +$84,900,597 $220.68 901
2020 Q2 88,043,245 $18,743,714,253 -$241,632,204 $213.00 887
2020 Q1 88,524,389 $13,369,760,079 +$403,998,252 $150.91 758
2019 Q4 85,413,124 $17,303,557,357 +$193,102,578 $202.67 843
2019 Q3 85,546,728 $14,092,631,478 -$45,263,518 $164.80 743
2019 Q2 86,202,443 $14,115,685,621 -$213,182,563 $163.83 793
2019 Q1 89,378,234 $15,680,113,391 -$35,869,470 $175.46 808
2018 Q4 89,800,860 $13,505,796,817 -$248,337,703 $150.48 802
2018 Q3 89,716,164 $16,815,404,691 -$241,068,633 $187.52 799
2018 Q2 88,779,811 $14,749,540,650 +$84,366,426 $166.23 782
2018 Q1 93,324,169 $16,247,009,827 -$34,195,753 $174.20 782
2017 Q4 93,727,780 $18,386,520,306 -$390,336,814 $196.35 789
2017 Q3 94,287,256 $16,799,560,180 -$140,858,293 $178.21 708
2017 Q2 96,297,958 $15,590,248,439 +$161,716,433 $161.96 699
2017 Q1 95,441,751 $14,860,429,105 +$1,596,797,212 $155.71 683
2016 Q4 92,570,327 $12,441,748,782 -$274,744,445 $134.40 649
2016 Q3 94,995,319 $11,609,728,966 -$273,991,441 $122.34 611
2016 Q2 97,497,700 $11,193,911,123 -$312,068,061 $114.82 605
2016 Q1 100,112,914 $11,380,648,344 +$51,231,897 $113.75 605
2015 Q4 100,018,312 $10,268,513,004 -$231,889,320 $102.61 593
2015 Q3 101,838,390 $10,333,487,834 -$32,434,264 $101.47 589
2015 Q2 100,881,366 $12,569,624,259 +$118,228,386 $124.64 591
2015 Q1 101,346,163 $11,748,379,228 +$179,160,773 $115.99 564
2014 Q4 100,122,490 $11,133,243,403 -$150,393,472 $111.20 565
2014 Q3 100,002,670 $10,988,781,500 -$213,143,392 $109.88 555
2014 Q2 101,681,822 $12,723,173,392 -$314,329,207 $125.16 570
2014 Q1 103,428,454 $12,880,175,285 +$318,472,300 $124.55 571