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
$419.75
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
94,909,149
Total reported value
$36,893,232,421
% of total 13F portfolios
0.03%
Share change
+2,446,594
Value change
+$989,590,697
Number of holders
1,383
Price from insider filings
$419.75
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% $1,958,251,134 8,629,318 BlackRock, Inc. 31 Dec 2024
PRICE T ROWE ASSOCIATES INC /MD/ 4.4% $1,723,723,774 4,997,025 T. Rowe Price Associates, Inc. 30 Jun 2025

As of 31 Dec 2025, 1,383 institutional investors reported holding 94,909,149 shares of ROCKWELL AUTOMATION, INC - COMMON STOCK (ROK). This represents 84% 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 13% 14,206,311 +0.81% 0.08% $5,527,249,420
BlackRock, Inc. 9.2% 10,472,629 +6.9% 0.07% $4,074,585,767
STATE STREET CORP 4.4% 4,996,130 +4.2% 0.07% $1,943,844,299
GEODE CAPITAL MANAGEMENT, LLC 2.6% 2,924,501 +0.61% 0.07% $1,133,397,042
MORGAN STANLEY 2.6% 2,921,840 +10% 0.07% $1,136,801,368
GOLDMAN SACHS GROUP INC 1.9% 2,104,985 +1.2% 0.12% $818,986,278
UBS Group AG 1.4% 1,626,661 -18% 0.13% $632,884,995
NORGES BANK 1.4% 1,582,224 0.07% $615,595,892
Invesco Ltd. 1.4% 1,545,104 +25% 0.09% $601,153,724
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 1,538,613 -1.6% 0.09% $598,632,506
PRICE T ROWE ASSOCIATES INC /MD/ 1.3% 1,468,132 -54% 0.06% $571,207,000
NORTHERN TRUST CORP 1.3% 1,421,465 -0.14% 0.07% $553,049,387
BANK OF AMERICA CORP /DE/ 1.1% 1,228,195 -7.3% 0.03% $477,853,681
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.95% 1,082,372 -0.23% 0.09% $421,118,475
Sumitomo Mitsui Trust Group, Inc. 0.86% 977,999 -1.9% 0.22% $380,510,071
VICTORY CAPITAL MANAGEMENT INC 0.85% 964,878 +13% 0.21% $375,427,190
Holocene Advisors, LP 0.82% 925,627 -6.4% 0.76% $360,133,697
Amundi 0.77% 879,900 +1.1% 0.11% $342,342,692
ALLIANCEBERNSTEIN L.P. 0.76% 860,388 -15% 0.11% $334,751,159
Fisher Asset Management, LLC 0.76% 857,529 +4.3% 0.11% $333,638,864
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.75% 854,192 +59% 0.29% $332,340,482
VOYA INVESTMENT MANAGEMENT LLC 0.7% 798,216 +55% 0.31% $310,561,900
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.7% 796,711 +2.4% 0.46% $310,015,022
ROYAL BANK OF CANADA 0.67% 760,934 +44% 0.05% $296,056,000
LAZARD ASSET MANAGEMENT LLC 0.67% 760,552 -46% 0.5% $295,907,986

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 94,909,149 $36,893,232,421 +$989,590,697 $389.07 1,383
2025 Q3 91,917,582 $32,140,375,670 -$567,405,093 $349.53 1,286
2025 Q2 93,640,247 $31,109,818,219 +$994,541,042 $332.17 1,259
2025 Q1 90,938,794 $23,457,298,971 -$789,394,704 $258.38 1,159
2024 Q4 93,705,273 $26,775,052,399 +$734,522,818 $285.79 1,204
2024 Q3 90,641,707 $24,346,850,322 -$257,353,942 $268.46 1,150
2024 Q2 91,575,155 $25,185,075,600 +$117,965,626 $275.28 1,148
2024 Q1 90,693,851 $26,373,432,099 +$989,809,935 $291.33 1,194
2023 Q4 86,965,397 $26,967,032,529 -$1,698,486,508 $310.48 1,216
2023 Q3 92,111,455 $26,333,394,376 -$311,156,570 $285.87 1,129
2023 Q2 93,039,611 $30,601,035,199 +$214,116,299 $329.45 1,135
2023 Q1 92,044,695 $26,942,713,464 +$476,092,168 $293.45 1,100
2022 Q4 91,014,028 $23,487,379,290 +$209,029,397 $257.57 1,047
2022 Q3 90,946,158 $19,600,111,584 -$360,725,951 $215.11 981
2022 Q2 92,632,894 $18,450,541,150 +$130,390,574 $199.31 944
2022 Q1 90,907,645 $25,419,805,602 -$219,848,362 $280.03 1,029
2021 Q4 91,442,795 $31,817,819,082 -$7,470,623 $348.85 1,121
2021 Q3 91,279,155 $26,825,019,469 -$326,706,620 $294.04 1,024
2021 Q2 92,449,243 $26,412,290,263 +$1,015,000,283 $286.02 975
2021 Q1 89,237,493 $23,657,556,091 +$181,503,715 $265.44 958
2020 Q4 89,130,083 $22,329,111,807 -$343,327,919 $250.81 961
2020 Q3 90,023,894 $19,857,821,721 +$74,170,066 $220.68 908
2020 Q2 89,599,255 $19,075,140,733 +$43,570,135 $213.00 895
2020 Q1 89,947,212 $13,585,192,746 +$402,260,018 $150.91 772
2019 Q4 86,721,084 $17,568,643,058 +$172,331,229 $202.67 853
2019 Q3 85,976,427 $14,163,439,377 -$45,524,185 $164.80 751
2019 Q2 86,324,589 $14,135,757,413 -$291,230,560 $163.83 801
2019 Q1 89,451,813 $15,693,021,394 -$29,436,165 $175.46 815
2018 Q4 89,972,665 $13,531,688,302 -$248,410,155 $150.48 810
2018 Q3 91,272,258 $17,107,204,551 -$231,486,293 $187.52 807
2018 Q2 92,850,028 $15,426,126,767 -$160,357,640 $166.23 793
2018 Q1 93,556,047 $16,287,393,082 -$23,165,280 $174.20 789
2017 Q4 93,961,289 $18,431,937,708 -$402,173,348 $196.35 797
2017 Q3 95,382,190 $16,994,680,037 -$150,722,129 $178.21 713
2017 Q2 96,299,165 $15,590,441,416 +$171,096,598 $161.96 702
2017 Q1 95,555,109 $14,878,105,704 +$1,602,701,195 $155.71 688
2016 Q4 93,228,279 $12,530,366,918 -$321,230,485 $134.40 653
2016 Q3 95,171,987 $11,631,426,015 -$272,385,639 $122.34 619
2016 Q2 97,639,712 $11,210,218,601 -$310,851,273 $114.82 611
2016 Q1 100,285,161 $11,400,238,800 +$39,226,621 $113.75 611
2015 Q4 100,248,255 $10,292,106,004 -$242,505,256 $102.61 595
2015 Q3 102,035,693 $10,353,503,834 -$19,383,296 $101.47 592
2015 Q2 102,544,669 $12,776,939,259 +$98,285,033 $124.64 594
2015 Q1 101,675,210 $11,786,382,606 +$180,120,370 $115.99 560
2014 Q4 100,334,472 $11,156,788,403 -$132,509,405 $111.20 570
2014 Q3 100,223,698 $11,013,066,500 -$212,572,681 $109.88 557
2014 Q2 102,022,093 $12,765,760,392 -$329,897,651 $125.16 573
2014 Q1 103,819,307 $12,928,855,285 +$307,586,354 $124.55 574