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Of the 15 tracked institutions holding ROK, 8 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +1.6pt. It's a gauge of who owns the name, not just how many.
Among the 15 tracked institutional investors we monitor, ROK (ROCKWELL AUTOMATION INC) is held with a combined value of $15.84B across 35,046,044 shares. The largest holder is BlackRock, Inc. with a position worth $6.13B (0.09% of their portfolio). 8 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$15.84B
Total Shares Held
35,046,044
Institutional Holders
15
% of Shares Outstanding
31.6%
of 111.05M shares · SEC 2026-06-30
Days to Cover
3.4-6.2%
3.61M shares short · FINRA 2026-08-14
Tracked 13F institutions hold 31.6% of ROK's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-06-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
0
$0
6
$1.37M
Total Transactions
6
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 2, 2026 | Matheus De A G Viera Bulho | S | Sale | 400 | $168.06K |
| Aug 31, 2026 | Matheus De A G Viera Bulho | S | Sale | 467 | $199.39K |
| Aug 27, 2026 | Patricia A Watson | S | Sale | 1,100 | $474.57K |
| Aug 20, 2026 | Christian E Rothe | S | Sale | 590 | $256.24K |
| Jun 4, 2026 | Matthew W. Fordenwalt | S | Sale | 377 | $173.61K |
| Jun 2, 2026 | Matthew W. Fordenwalt | S | Sale | 218 | $99.48K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $6.13B | 0.09% | +3.9% |
| 2 | VANGUARD GROUP INC | $5.53B | 0.08% | +0.8% |
| 3 | STATE STREET CORP | $2.64B | 0.08% | +5.3% |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | $614.53M | 0.06% | -9.1% |
| 5 | Fisher Asset Management, LLC | $475.00M | 0.14% | +3.5% |
| 6 | FMR LLC | $179.00M | 0.01% | -23.1% |
| 7 | MARKEL GROUP INC. | $76.69M | 0.58% | - |
| 8 | AQR CAPITAL MANAGEMENT LLC | $61.54M | 0.02% | +57.6% |
| 9 | Gotham Asset Management, LLC | $50.48M | 0.12% | +2.8% |
| 10 | ADAGE CAPITAL PARTNERS GP, L.L.C. | $47.63M | 0.07% | -4.5% |
| Member | Type | Date |
|---|---|---|
| Rob Bresnahan | Sell | Apr 8, 2025 |
| George Whitesides | Sell | Mar 24, 2025 |
| Rob Bresnahan | Buy | Feb 25, 2025 |
| Tim Moore | Sell |
As of the latest SEC 13F filings, BlackRock, Inc. is the largest institutional holder of ROK with a position worth $6.13B, representing 0.09% of their portfolio. In total, 15 institutional investors hold ROK with a combined value of $15.84B.
Institutional investors hold $15.84B worth of ROK stock across 15 positions. The largest institutional holder is BlackRock, Inc. with $6.13B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For ROK, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their ROK positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Feb 21, 2025 |
| Thomas H Tuberville | Sell | Apr 4, 2024 |
| Kevin Hern | Buy | Mar 11, 2024 |
| Kevin Hern | Buy | Dec 11, 2023 |
Last Close
$426.08
2026-09-09
YTD
+6.9%
57% of 52-week range
