$ROK

$429.89 +$3.78 (0.89%) Close

$ROK Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 111.0M shares outstanding

Who owns ROK?

By type of holder

Institutions 89.2% Insiders 0.3% Everyone else 10.5%

Concentration Top 10 holders own 41.4%

BlackRock, Inc. 11.2% · Vanguard Capital Management LLC 6.6%

Institutional ownership

89.2%

+2.9 pts vs last qtr

Institutional holders

1,537

+113 vs last qtr

Net shares bought

+3.2M

by institutions in Q2 2026

New / sold out

224 / 111

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +1.4M
Jpmorgan Chase & Co +1.0M

Biggest sellers in Q2 2026

Balyasny Asset Management L.P. −342.2K
Agf Management LTD −226.8K

Who is planning to sell?

Notices of proposed sale, last 12 months

$64.6M

65 notices from 14 people

Shares covered

160.7K

0.14% of the company

Arranged in advance

96%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Moret Blake D. Officer 10b5-1 $27.8M
Genereux Scott Officer 10b5-1 $8.07M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−13.7%

−1.63% a year

Each share's claim on the business

+15.9%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$5.54B vs $600M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years85% 3–5 years3% 1–3 years8% Under 1 year5%

Quarterly turnover

6.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting ROK on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	12.4M	11.15%	+468.1K (+3.9%)	≤2021	0.1%
Shares held by quarter Peak holding12.4M (Q2'26) Change over 8 quarters+3.3M Share of the company11.150% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	7.3M	6.55%	−31.1K (−0.4%)	≤2021	0.1%
Shares held by quarter Peak holding7.3M (Q1'26) Change over 8 quarters+7.3M Share of the company6.550% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

12.4M

% of company

11.15%

Change vs last qtr

+468.1K (+3.9%)

Held since

≤2021

Vanguard Capital Management LLC

7.3M

% of company

6.55%

Change vs last qtr

−31.1K (−0.4%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding Rockwell Automation Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting ROK on Form N-PORT; together they hold 32.3% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$1.75B	3.5M	3.18%	0.08%	June 30, 2026
V5 Vanguard 500 Index Fund Vanguard Index Funds	$1.43B	2.9M	2.60%	0.09%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$1.75B

% of company

3.18%

% of the fund

0.08%

As of

June 30, 2026

Vanguard 500 Index Fund

Vanguard Index Funds

Position value

$1.43B

% of company

2.60%

% of the fund

0.09%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Rockwell Automation Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
MB Moret Blake D. Insider	172.9K	0.16%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.160% Moret Blake D.'s insider activity →
PD Parfet Donald R Insider	14.5K	0.01%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.010% Parfet Donald R's insider activity →

Moret Blake D.

Insider

172.9K

% of company

0.16%

Change vs last qtr

—

Held since

—

Parfet Donald R

Insider

14.5K

% of company

0.01%

Change vs last qtr

—

Held since

—

22 more holders behind a free account

See every insider and 5%+ holder of Rockwell Automation Inc.

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