ROK Institutional Ownership & Shareholders

ROCKWELL AUTOMATION INC (ROK) is currently held by 1,520 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $46.36B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.

Blackrock, Inc. is currently the largest disclosed institutional shareholder of ROK tracked by InsiderSet, reporting ownership valued at approximately $6.13B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $4.72B, representing an estimated loss of -23.03% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed ROK value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, and several other long-term asset managers with concentrated positions in ROCKWELL AUTOMATION INC (ROK).

This page ranks the largest institutional ROK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

1,520

Total Reported Value

$46.36B

Largest Holder

Blackrock, Inc.

Largest Position

$6.13B

Insider Transactions (90d)

8

Latest Filing Quarter

Q2 2026

New Institutional Positions

37

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Blackrock, Inc.0.09%12,380,576$6,129,375,598$4,717,618,485-$1,411,757,113-23.03%
Vanguard Capital Management Llc0.08%7,270,705$3,599,580,631$2,770,502,140-$829,078,491-23.03%
Vanguard Portfolio Management Llc0.13%5,928,262$2,934,963,951$2,258,964,235-$675,999,716-23.03%
State Street Corp0.08%5,323,990$2,635,800,969$2,028,706,390-$607,094,580-23.03%
Morgan Stanley0.08%3,040,314$1,505,200,670$1,158,511,650-$346,689,020-23.03%
Jpmorgan Chase & Co0.08%2,919,588$1,408,205,706$1,112,509,007-$295,696,699-21.00%
Geode Capital Management, Llc0.07%3,146,723$1,364,668,885$1,199,058,799-$165,610,086-12.14%
Ubs Group Ag0.17%2,183,669$1,081,090,848$832,087,072-$249,003,776-23.03%
Goldman Sachs Group Inc0.10%1,933,275$957,125,473$736,674,439-$220,451,034-23.03%
Invesco Ltd.0.07%1,820,740$901,411,883$693,792,977-$207,618,906-23.03%
Charles Schwab Investment Management Inc0.10%1,524,563$754,785,682$580,934,731-$173,850,951-23.03%
Northern Trust Corp0.08%1,437,183$711,520,558$547,638,582-$163,881,976-23.03%
Norges Bank0.07%1,392,295$689,297,409$530,534,010-$158,763,399-23.03%
Price T Rowe Associates Inc0.06%1,241,264$614,526,000$472,983,647-$141,542,353-23.03%
Nordea Investment Management Ab0.50%1,235,953$607,854,045$470,959,891-$136,894,154-22.52%
Bank Of America Corp0.03%1,036,484$513,142,309$394,952,228-$118,190,081-23.03%
Mirae Asset Global Etfs Holdings Ltd.0.58%979,160$484,631,552$373,108,918-$111,522,634-23.01%
Victory Capital Management Inc0.26%931,970$461,427,407$355,127,169-$106,300,239-23.04%
Fisher Asset Management, Llc0.13%1,022,866$445,284,374$389,763,089-$55,521,285-12.47%
Sumitomo Mitsui Trust Group, Inc.0.25%1,010,429$439,870,057$385,023,970-$54,846,087-12.47%
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc0.09%1,148,663$412,232,178$437,698,036+$25,465,858+6.18%
Legal & General Group Plc0.08%797,658$394,904,517$303,947,581-$90,956,936-23.03%
Lazard Asset Management Llc0.60%793,886$393,036,972$302,510,260-$90,526,712-23.03%
Voya Investment Management Llc0.30%698,644$345,884,671$266,218,296-$79,666,375-23.03%
Dimensional Fund Advisors Lp0.06%789,288$343,587,299$300,758,192-$42,829,107-12.47%
Robeco Institutional Asset Management B.V.0.39%738,277$321,394,127$281,320,451-$40,073,676-12.47%
Vanguard Fiduciary Trust Co0.07%637,127$315,428,835$242,777,243-$72,651,592-23.03%
Barclays Plc0.10%708,123$308,267,185$269,830,269-$38,436,916-12.47%
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main0.24%611,182$302,583,983$232,890,901-$69,693,082-23.03%
Holocene Advisors, Lp0.66%586,073$290,153,021$223,323,117-$66,829,904-23.03%
Amundi0.06%661,773$288,089,625$252,168,602-$35,921,023-12.47%
Raymond James Financial Inc0.08%581,303$287,791,552$221,505,508-$66,286,044-23.03%
Arrowstreet Capital, Limited Partnership0.13%571,467$282,921,882$217,757,500-$65,164,382-23.03%
Bank Of New York Mellon Corp0.04%598,996$260,761,062$228,247,426-$32,513,636-12.47%
Hsbc Holdings Plc0.11%472,888$233,963,855$180,193,972-$53,769,883-22.98%
Royal Bank Of Canada0.04%436,595$216,150,000$166,364,525-$49,785,475-23.03%
Nuveen, Llc0.05%420,926$208,391,880$160,393,852-$47,998,028-23.03%
Ameriprise Financial Inc0.04%416,086$206,023,700$158,549,570-$47,474,130-23.04%
Brown Brothers Harriman & Co0.90%414,272$205,097,782$157,858,346-$47,239,436-23.03%
Deutsche Bank Ag\0.05%425,607$185,279,495$162,177,547-$23,101,948-12.47%
Alliancebernstein L.P.0.06%511,356$183,515,441$194,852,204+$11,336,763+6.18%
Mitsubishi Ufj Asset Management Co., Ltd.0.09%401,111$174,615,652$152,843,347-$21,772,305-12.47%
American Century Companies Inc0.07%342,575$169,602,061$130,538,204-$39,063,857-23.03%
Davenport & Co Llc0.86%384,428$166,966,962$146,486,289-$20,480,673-12.27%
Quilter Plc2.30%366,579$159,582,836$139,684,928-$19,897,908-12.47%
Swiss National Bank0.08%316,860$156,871,049$120,739,503-$36,131,546-23.03%
Wells Fargo & Company/Mn0.03%314,667$155,785,426$119,903,860-$35,881,566-23.03%
Schroder Investment Management Group0.11%319,389$154,050,897$121,703,178-$32,347,719-21.00%
Citigroup Inc0.07%347,648$151,341,524$132,471,270-$18,870,254-12.47%
Saturna Capital Corp1.82%301,865$149,447,324$115,025,658-$34,421,666-23.03%
Showing 50 of 1,520

Frequently asked questions about ROK

  • Who are the largest institutional holders of ROK?

    The largest institutional holders of ROK reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, Vanguard Portfolio Management Llc, State Street Corp, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported ROK position.

  • What is ROK institutional ownership?

    This page tracks ROK positions reported by institutional investment managers through SEC Form 13F. ROCKWELL AUTOMATION INC (ROK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.

  • How many institutions own ROK?

    InsiderSet currently tracks 1,520 institutional managers reporting ROK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ROK shareholders.

  • How much ROK stock do institutions own?

    Institutional investment managers disclosed approximately $46.36B in ROK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.

  • When was ROK institutional ownership last updated?

    The latest ROK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.

  • Are institutional ROK holdings real-time?

    No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ROK position after the reporting date.

  • Are institutions buying or selling ROK?

    Institutional buying and selling can be analyzed by comparing ROK positions across consecutive 13F reporting periods. InsiderSet's ROK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROK ownership changes.

  • How has ROK institutional ownership changed over time?

    InsiderSet tracks ROK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.