Rockwell Automation

ROK • NYSE

Rockwell Automation is a industrial - machinery company in the industrials sector on NYSE, led by Blake D. Moret, with a market cap of $45.5B. As of Q3 2025, 81% of shares are held by 1,261 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.53%.

President and CEOBlake D. Moret

Market Cap$45.5B

Industrial - Machinery

Industrials

Employees29.0K

Websiterockwellautomation.com

Country

United States of America

Overview

Overview of institutional ownership in ROK as of Q3 2025 with a market cap of $39.3B

All Institutions

Institutions: 1,261
Value Held: $31.8B
Shares Held: 90.9M
Avg Position: $25.2M
Median Position: $769.0K

Hedge Funds

Hedge Funds: 66
Value Held: $1.4B
Shares Held: 3.9M
Avg Position: $20.7M
Median Position: $3.9M

Ownership Breakdown

Institutional (non-HF)

77.37%

$30.4B

Hedge Funds

3.48%

$1.4B

Retail & Other

19.15%

$7.5B

Based on market cap of $39.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in ROK as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$4.9B 0.07% of portfolio	12.53% 14.1M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$3.4B 0.06% of portfolio	8.71% 9.8M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.7B 0.06% of portfolio	4.26% 4.8M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$1.1B 0.12% of portfolio	2.87% 3.2M shares	≤ Q2 2013 Held for 12y 5m+	$912.31B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.0B 0.06% of portfolio	2.59% 2.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$924.8M 0.06% of portfolio	2.35% 2.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$727.1M 0.11% of portfolio	1.85% 2.1M shares	≤ Q2 2013 Held for 12y 5m+	$691.34B
UBS Group AG Institution	Sergio P. Ermotti CEO	$689.3M 0.13% of portfolio	1.75% 2.0M shares	Q4 2014 Held for 10y 11m	$511.54B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$546.3M 0.09% of portfolio	1.39% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$620.51B
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$497.5M 0.06% of portfolio	1.27% 1.4M shares	≤ Q2 2013 Held for 12y 5m+	$782.01B

Net Capital Flow

Institutional buying and selling activity for ROK in Q3 2025

Traded: +$33.9M
Buyers: 572
Sellers: 521
Total Bought: +$2.4B
Total Sold: −$2.4B
Avg Position: $23.5M

Biggest Buyers

Institution	Net Bought	Current Position
B BlackRock, Inc. Institution	+$370.2M +1.1M shares	$3.4B 9.8M shares
D DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Institution	+$170.6M +488.1K shares	$188.2M 538.4K shares
JPMORGAN CHASE & CO Institution	+$157.7M +451.0K shares	$286.5M 819.7K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$106.1M +303.5K shares	$112.5M 321.7K shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	+$87.5M +250.3K shares	$179.8M 514.5K shares
R ROYAL BANK OF CANADA Institution	+$76.8M +219.9K shares	$185.3M 530.0K shares
JENNISON ASSOCIATES LLC Long Only Manager	+$66.4M +190.0K shares	$91.8M 262.7K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	+$62.8M +179.6K shares	$112.5M 322.0K shares
SCHRODER INVESTMENT MANAGEMENT GROUP RIA/Wealth	+$56.1M +162.8K shares	$89.6M 260.2K shares
NORDEA INVESTMENT MANAGEMENT AB Institution	+$55.1M +157.6K shares	$215.8M 617.1K shares

Biggest Sellers

Institution	Net Sold	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$615.9M −1.8M shares	$1.1B 3.2M shares
UBS Group AG Institution	−$224.5M −642.2K shares	$689.3M 2.0M shares
LAZARD ASSET MANAGEMENT LLC Long Only Manager	−$201.0M −575.1K shares	$495.2M 1.4M shares
Marshall Wace LLP Institution	−$123.8M −354.1K shares	$26.3M 75.4K shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$75.6M −216.4K shares	$379.2M 1.1M shares
A Amundi Institution	−$74.5M −213.7K shares	$303.5M 870.6K shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$62.4M −162.4K shares	$328.9M 856.5K shares
C Champlain Investment Partners, LLC Long Only Manager	−$51.0M −145.8K shares	$124.5M 356.1K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$50.3M −144.0K shares	$355.2M 1.0M shares
F FIL Ltd Institution	−$44.8M −128.1K shares	$27.5M 78.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ROK in Q3 2025

New Positions: 59
New Value: $21.5M
Exited Positions: 89
Exited Value: $144.4M

New Positions

Institution	Position Value
Morningstar Investment Management LLC Long Only Manager	$4.2M 12.0K shares
S Strategic Advisors LLC RIA/Wealth	$1.7M 5.0K shares
Slow Capital, Inc. Long Only Manager	$1.7M 4.8K shares
SummitTX Capital, L.P. Hedge Fund•Multi-Strategy	$1.6M 4.6K shares
I iA Global Asset Management Inc. Institution	$1.6M 4.5K shares
Regents Gate Capital LLP Hedge Fund•Market Neutral	$1.1M 3.3K shares
K K2 PRINCIPAL FUND, L.P. Institution	$611.7K 1.8K shares
Gallacher Capital Management LLC RIA/Wealth	$593.9K 1.7K shares
CHESAPEAKE CAPITAL CORP /IL/ Long Only Manager	$498.4K 1.4K shares
B Brown Financial Advisors RIA/Wealth	$458.6K 1.3K shares

Exited Positions

Institution	Previous Position
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$18.8M 56.7K shares
W WIM INVESTMENT MANAGEMENT Ltd Institution	$17.1M 51.5K shares
Aquatic Capital Management LLC Hedge Fund•Quant	$17.0M 51.2K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$15.6M 46.8K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$10.5M 31.7K shares
P PINNBROOK CAPITAL MANAGEMENT LP Hedge Fund•Global Macro	$9.2M 27.7K shares
E Entropy Technologies, LP Hedge Fund•Quant Macro	$5.9M 17.7K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$5.6M 16.9K shares
A AXA Institution	$5.6M 16.7K shares
H HRT FINANCIAL LLC Institution	$3.7M 11.0K shares

Options Activity

Institutions with the largest Call and Put options positions in ROK as of Q3 2025

Call Positions: 19
Call Value: $290.2M
Put Positions: 21
Put Value: $191.9M

Call Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$85.4M 2.4K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$65.3M 1.9K contracts
P PEAK6 LLC Institution	$41.8M 1.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$28.0M 800.0 contracts
S SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund•Long/Short	$24.5M 700.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$15.0M 430.0 contracts
W WOLVERINE TRADING, LLC Institution	$11.3M 328.0 contracts
L LMR Partners LLP Institution	$7.0M 200.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$4.4M 125.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$2.6M 74.0 contracts

Put Positions

Institution	Position Value
J JANE STREET GROUP, LLC Institution	$53.4M 1.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$40.2M 1.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$31.3M 896.0 contracts
W WOLVERINE TRADING, LLC Institution	$17.9M 520.0 contracts
UBS Group AG Institution	$17.5M 500.0 contracts
L LMR Partners LLP Institution	$12.6M 360.0 contracts
S SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund•Long/Short	$7.0M 200.0 contracts
BANK OF AMERICA CORP /DE/ Institution	$4.4M 125.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$4.2M 121.0 contracts
P PEAK6 LLC Institution	$1.2M 35.0 contracts

Most Committed Institutions

Institutions with ROK as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
D Drystone LLC RIA/Wealth	Christopher Heyward Jackson Managing Partner	7.85% $8.7M	0.02% 25.0K shares	Q4 2024 Held for 11 months	$111.1M
Core Wealth Partners LLC Hedge Fund•Long/Short	Adam Senator Wiatrak Managing Partner	6.70% $14.6M	0.04% 41.7K shares	Q1 2023 Held for 2y 8m	$217.4M
Reynders McVeigh Capital Management, LLC RIA/Wealth	Charlton Nmn Reynders Managing Partner	3.50% $70.4M	0.18% 201.4K shares	≤ Q2 2013 Held for 12y 5m+	$2.0B
M. Kraus & Co RIA/Wealth	Christopher Michael Capano President	3.37% $11.3M	0.03% 32.3K shares	Q4 2013 Held for 11y 11m	$335.1M
D Delaney Dennis R Institution	-	3.35% $6.5M	0.02% 18.5K shares	Q3 2022 Held for 3y 2m	$193.1M
I ISTHMUS PARTNERS, LLC RIA/Wealth	David A Hackworthy CIO	3.23% $14.5M	0.04% 41.5K shares	Q4 2014 Held for 10y 11m	$448.9M
B Baker Chad R Institution	-	3.13% $18.2M	0.05% 52.1K shares	Q4 2015 Held for 9y 11m	$581.1M
K Kampmann Melissa S. Institution	-	3.02% $4.1M	0.01% 11.9K shares	Q3 2023 Held for 2y 2m	$137.2M
O ONTARIO TEACHERS PENSION PLAN BOARD Institution	-	2.98% $121.1M	0.31% 346.4K shares	Q4 2024 Held for 11 months	$4.1B
Fullerton Fund Management Co Ltd RIA/Wealth	Nicholas C Fullerton CCO	2.90% $75.0M	0.19% 214.5K shares	Q2 2025 Held for 5 months	$2.6B

Hedge Fund Spotlight

Discover hedge funds investing in ROK

Kinneret Advisory, LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerMony "Nmn" Rueven

Portfolio Value: $1.2B
Positions: 235
Last Reported: Q3 2025

Sector Allocation

Position in Rockwell Automation

Market Value: $866.5K
Shares Held: 2.5K
Portfolio Weight: 0.07%
Owned Since: 2018-Q4

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