| 0.13% |
| 4 | STATE STREET CORP | 5.3M | $2.64B | +5.3% | 4.785% | 0.04% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 3.1M | $1.55B | +2.4% | 2.815% | 0.08% |
| 6 | MORGAN STANLEY | 3.0M | $1.51B | +7.7% | 2.732% | 0.08% |
| 7 | JPMORGAN CHASE & CO | 2.9M | $1.41B | +53.0% | 2.624% | 0.08% |
| 8 | UBS Group AG | 2.2M | $1.08B | +0.2% | 1.962% | 0.14% |
| 9 | GOLDMAN SACHS GROUP INC | 1.9M | $957.1M | +0.6% | 1.737% | 0.08% |
| 10 | Invesco Ltd. | 1.8M | $901.4M | +8.0% | 1.636% | 0.07% |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $754.8M | -0.9% | 1.370% | 0.10% |
| 12 | NORTHERN TRUST CORP | 1.4M | $711.5M | +1.3% | 1.292% | 0.08% |
| 13 | NORGES BANK | 1.4M | $689.3M | — | 1.251% | 0.07% |
| 14 | NORDEA INVESTMENT MANAGEMENT AB | 1.2M | $607.9M | +26.8% | 1.111% | 0.50% |
| 15 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 1.1M | $532.0M | -6.5% | 0.966% | 0.10% |
| 16 | BANK OF AMERICA CORP /DE/ | 1.0M | $513.1M | -1.0% | 0.931% | 0.03% |
| 17 | Sumitomo Mitsui Trust Group, Inc. | 1.0M | $504.7M | +3.8% | 0.916% | 0.29% |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 979K | $484.6M | +8.3% | 0.880% | 0.58% |
| 19 | Fisher Asset Management, LLC | 959K | $475.0M | +3.5% | 0.862% | 0.14% |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 932K | $461.4M | +23.1% | 0.838% | 0.26% |
| 21 | Amundi | 911K | $450.9M | -8.8% | 0.819% | 0.11% |
| 22 | Legal & General Group Plc | 798K | $394.9M | -2.1% | 0.717% | 0.08% |
| 23 | LAZARD ASSET MANAGEMENT LLC | 794K | $393.0M | +4.9% | 0.714% | 0.59% |
| 24 | DIMENSIONAL FUND ADVISORS LP | 757K | $374.5M | +6.9% | 0.680% | 0.07% |
| 25 | VOYA INVESTMENT MANAGEMENT LLC | 699K | $345.9M | +43.1% | 0.628% | 0.30% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in ROK — a direct measure of their conviction.
| 116.59% |
| +32.52 pp |
| $33.52B |
| +45% |
| Q4 2024 | 1,166 | +3.2% | 84.07% | +1.92 pp | $23.07B | +10% |
| Q3 2024 | 1,130 | — | 82.15% | — | $20.88B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
ROK institutional ownership rose by 2.36 percentage points quarter-over-quarter, with a net change of +133 holders.
The top 10 institutions account for 47.6% of all reported 13F value in ROK, and the top 25 account for 63.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Rockwell Automation, Inc. (ROK) Institutional Ownership