Rockwell Automation Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:ROK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
26 Nov 24	SellUS$592,000	James Keane	Individual	2,000	US$297.00
12 Nov 24	BuyUS$2,000,904	Christian Rothe	Individual	7,273	US$277.75
12 Feb 24	BuyUS$992,758	Blake Moret	Individual	3,500	US$283.65

Insider Trading Volume

Insider Buying: ROK insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of ROK?
Owner Type	Number of Shares	Ownership Percentage
State or Government	89,782	0.0795%
Individual Insiders	251,462	0.223%
General Public	18,339,721	16.2%
Institutions	94,215,844	83.5%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 53.43% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.2%	The Vanguard Group, Inc.	13,795,451	US$4.0b	-1.49%	0.06%
8.02%	BlackRock, Inc.	9,057,000	US$2.6b	-0.09%	0.04%
5.92%	T. Rowe Price Group, Inc.	6,682,346	US$1.9b	11.6%	0.17%
4.12%	State Street Global Advisors, Inc.	4,648,137	US$1.3b	0.26%	0.05%
2.73%	UBS Asset Management AG	3,082,122	US$893.2m	-0.59%	0.09%
2.38%	Geode Capital Management, LLC	2,683,202	US$777.6m	0.53%	0.05%
2.26%	Lazard Asset Management LLC	2,549,732	US$738.9m	13.9%	0.65%
1.48%	Amundi Asset Management SAS	1,671,462	US$484.4m	-18.2%	0.1%
1.38%	Charles Schwab Investment Management, Inc.	1,556,292	US$451.0m	33.5%	0.07%
1.08%	Northern Trust Global Investments	1,219,727	US$353.5m	-7.21%	0.05%
1%	Morgan Stanley, Investment Banking and Brokerage Investments	1,131,641	US$327.9m	-7.42%	0.04%
0.97%	Alecta Pensionsförsäkring, ömsesidigt	1,093,175	US$316.8m	0%	0.64%
0.91%	Goldman Sachs Asset Management, L.P.	1,028,791	US$298.1m	-5.53%	0.08%
0.89%	Norges Bank Investment Management	1,007,983	US$292.1m	0%	0.02%
0.87%	Nikko Asset Management Co., Ltd.	986,849	US$286.0m	4.4%	0.1%
0.82%	Legal & General Investment Management Limited	921,507	US$267.0m	-8.98%	0.05%
0.74%	Champlain Investment Partners, LLC	838,607	US$243.0m	-2.92%	1.4%
0.74%	Amundi Asset Management US, Inc.	831,613	US$241.0m	-1.28%	0.58%
0.72%	Dimensional Fund Advisors LP	815,148	US$236.2m	2.57%	0.04%
0.72%	Eaton Vance Management	810,795	US$235.0m	2.51%	0.05%
0.72%	Mirae Asset Global Investments Co., Ltd.	809,548	US$234.6m	2.57%	0.2%
0.71%	BNY Asset Management	807,102	US$233.9m	-3.23%	0.04%
0.69%	Van Eck Associates Corporation	783,626	US$227.1m	2.66%	0.25%
0.68%	Invesco Capital Management LLC	764,572	US$221.6m	10.4%	0.09%
0.66%	Ninety One UK Limited	749,386	US$217.2m	-27%	0.32%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 02:26
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/09/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Rockwell Automation, Inc. is covered by 56 analysts. 24 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
null null	Argus Research Company
Robert Mason	Baird
Ishan Majumdar	Baptista Research