Security Snapshot

ROCKWELL AUTOMATION, INC - Common Stock (ROK) Institutional Ownership

CUSIP: 773903109

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q1 2026

Institutions Reporting

1,408

Shares (Excl. Options)

95,756,849

Price

$358.88

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Latest holder snapshot 5 signals
Portfolio coverage rank
0.03%
Share change
+157,349
Value change
-$64,843,894
Number of holders
1,408
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
112,462,169
SEC-reported price per share
$495.08
Insider filing price
$495.08
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • ROK - ROCKWELL AUTOMATION, INC - Common Stock is tracked under CUSIP 773903109.
  • 1408 institutions reported positions in Q1 2026.
  • 4 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 1,408 to 6 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $34,344,814,432 to $2,682,698.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 1408 institutions filings for Q1 2026.

Open SEC evidence

Security key

773903109

Latest holder period

Q1 2026

13F holders

1,408

13D/G owners

4

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
4
Security
ROK
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 9.1% +19% $3,668,651,877 +$571,762,233 10,222,503 +18% BlackRock, Inc. 31 Mar 2026
VANGUARD CAPITAL MANAGEMENT LLC 7.5% $3,014,923,605 8,400,924 Vanguard Capital Management 31 Mar 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 5.2% $2,103,354,636 5,860,884 Vanguard Portfolio Management 31 Mar 2026
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 Mar 2026, 1,408 institutional investors reported holding 95,756,849 shares of ROCKWELL AUTOMATION, INC - Common Stock (ROK). This represents 85% of the company’s total 112,462,169 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
52%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 11% 11,912,479 +14% 0.08% $4,275,150,445
VANGUARD CAPITAL MANAGEMENT LLC 6.5% 7,301,831 0% 0.06% $2,620,481,109
VANGUARD PORTFOLIO MANAGEMENT LLC 5.2% 5,845,734 0% 0.11% $2,097,917,018
STATE STREET CORP 4.5% 5,058,012 +1.2% 0.06% $1,815,219,347
GEODE CAPITAL MANAGEMENT, LLC 2.7% 3,057,997 +4.6% 0.07% $1,093,338,879
MORGAN STANLEY 2.5% 2,823,547 -3.4% 0.06% $1,013,315,731
UBS Group AG 1.9% 2,180,027 +34% 0.14% $782,368,090
GOLDMAN SACHS GROUP INC 1.7% 1,922,479 -8.9% 0.09% $689,939,135
JPMORGAN CHASE & CO 1.7% 1,908,366 +203% 0.05% $665,085,367
Invesco Ltd. 1.5% 1,685,669 +9.1% 0.09% $604,952,963
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 1,537,690 -0.06% 0.08% $553,504,386
NORTHERN TRUST CORP 1.3% 1,418,943 -0.18% 0.07% $509,230,263
PRICE T ROWE ASSOCIATES INC /MD/ 1.2% 1,364,997 -7% 0.06% $489,871,000
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 1% 1,148,663 +6.1% 0.09% $412,232,178
BANK OF AMERICA CORP /DE/ 0.93% 1,046,789 -15% 0.03% $375,671,636
Amundi 0.89% 998,374 +13% 0.1% $358,296,460
Sumitomo Mitsui Trust Group, Inc. 0.87% 981,885 +0.4% 0.23% $352,378,889
NORDEA INVESTMENT MANAGEMENT AB 0.87% 974,623 +31% 0.32% $343,018,565
Fisher Asset Management, LLC 0.82% 927,088 +8.1% 0.11% $332,713,392
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.8% 904,357 +14% 0.44% $324,452,635
Legal & General Group Plc 0.72% 814,906 +11% 0.07% $292,453,462
Holocene Advisors, LP 0.7% 787,779 -15% 0.68% $282,718,128
VICTORY CAPITAL MANAGEMENT INC 0.67% 757,183 -22% 0.17% $271,758,033
LAZARD ASSET MANAGEMENT LLC 0.67% 756,499 -0.53% 0.45% $271,492,257
DIMENSIONAL FUND ADVISORS LP 0.63% 707,881 +3.1% 0.05% $253,999,967

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 5,418 $2,682,698 -$212,297 $495.08 6
2026 Q1 95,756,849 $34,344,814,432 -$64,843,894 $358.88 1,408
2025 Q4 95,342,907 $37,065,151,850 +$1,004,467,202 $389.07 1,411
2025 Q3 91,917,111 $32,140,211,042 -$567,420,821 $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
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