Rockwell Automation, Inc. (NYSE: ROK) is a global leader in industrial automation and digital transformation. Shares recently traded around $401.65 per share, giving the company a market value of roughly $45.1B.
Rockwell is widely viewed as a high quality industrial compounder, supported by strong margins, disciplined capital allocation, and long term exposure to factory automation and electrification trends. Looking at who owns Rockwell and recent insider activity helps provide insight into how large institutions, hedge funds, and company leadership may be positioning around the stock today.
Who Are Rockwell Automation’s Top Shareholders?
Rockwell Automation’s shareholder base is anchored by large passive institutions. These firms typically hold through market cycles, which can help keep long term ownership stable. At the same time, several active managers have made notable adjustments, pointing to a mix of confidence and valuation sensitivity.
- The Vanguard Group: 14,043,202 shares (12.51%), ~$5.64B value. Added 32,360 shares (+0.23%).
- BlackRock Institutional Trust Company: 5,751,834 shares (5.12%), ~$2.31B value. Added 160,812 shares (+2.88%).
- State Street Investment Management: 4,793,425 shares (4.27%), ~$1.93B value. Added 42,809 shares (+0.90%).
- T. Rowe Price Associates: 3,048,071 shares (2.71%), ~$1.22B value. Cut 1,763,376 shares (36.65%).
- Geode Capital Management: 2,906,646 shares (2.59%), ~$1.17B value. Added 32,218 shares (+1.12%).
- UBS Financial Services: 1,595,461 shares (1.42%), ~$640.8M value. Cut 656,545 shares (29.15%).
- Charles Schwab Investment Management: 1,563,078 shares (1.39%), ~$627.8M value. Cut 15,585 shares (0.99%).
- Morgan Stanley Smith Barney: 1,500,883 shares (1.34%), ~$602.8M value. Added 25,609 shares (+1.74%).
- Goldman Sachs Asset Management: 1,488,990 shares (1.33%), ~$598.1M value. Cut 49,962 shares (3.25%).
- BlackRock Asset Management Ireland: 1,420,464 shares (1.27%), ~$570.5M value. Added 154,546 shares (+12.21%).
Taken together, Vanguard, BlackRock, and State Street continue to provide a stable ownership base, while sizable reductions from firms like T. Rowe Price and UBS suggest some active managers may be managing exposure after Rockwell’s strong share price performance, and for investors this points to respect for the business alongside more measured positioning at current valuation levels.
Hedge Fund Highlights
One notable move last quarter came from Balyasny Asset Management, founded by Dmitry Balyasny, which increased its Rockwell Automation position by over 1,600%, now holding roughly $112M value. The move appears to reflect growing confidence in Rockwell’s earnings durability and long term automation exposure.
Magnetar Financial, led by Alec Litowitz, boosted its position by more than 550%. While the overall position remains modest, the increase may suggest improving conviction in Rockwell’s business quality following earlier share price volatility.
Gotham Asset Management, founded by Joel Greenblatt, raised its stake by roughly 138% to nearly $30M value, which could indicate a more favorable view of Rockwell’s risk reward profile despite premium valuation metrics.
Bridgewater Associates, founded by Ray Dalio, increased its holdings by just over 120%. Although the absolute dollar amount remains relatively small, the addition suggests Rockwell may fit into Bridgewater’s broader positioning around industrial resilience and global manufacturing investment, and for investors this hedge fund activity points to selective accumulation rather than aggressive crowding.
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Rockwell Automation’s Recent Insider Trades
Insider trades can offer useful context on how executives and directors may be managing personal exposure to the stock, though they are best interpreted alongside broader ownership trends.
- John M. Miller (Officer): Sold 92 shares across multiple transactions on 12/9/25 at ~$400.69 to ~$403.57.
- Scott A. Genereux (Officer): Sold 1,387 shares across multiple transactions on 12/9/25 at ~$400.69 to ~$403.77.
- Blake D. Moret (Officer and Director): Sold 5,564 shares across multiple transactions on 12/9/25 at ~$400.72 to ~$403.71.
These transactions represent a very small fraction of Rockwell’s roughly 112.3M shares outstanding, and it appears insider activity is modest in size and clustered around similar price levels, which for investors does not materially change the broader ownership picture.
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What the Ownership & Insider Trade Data Tell Us
Rockwell Automation’s ownership structure remains anchored by large, long term institutional investors, supporting stability in the shareholder base. Hedge fund positioning shows selective accumulation rather than broad enthusiasm, while insider activity appears measured and limited in scale.
Taken together, it appears Rockwell continues to be viewed as a high quality industrial automation business with durable margins and earnings power, though both institutions and insiders seem to be approaching the stock with greater valuation awareness at current price levels, which for investors suggests confidence in the business but restraint on near term positioning.
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