Exploring Rockwell Automation, Inc. (ROK) Investor Profile: Who’s Buying and Why?

Exploring Rockwell Automation, Inc. (ROK) Investor Profile: Who’s Buying and Why?

US | Industrials | Industrial - Machinery | NYSE

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Who Invests in Rockwell Automation, Inc. (ROK) and Why?

Investor Profile Analysis

As of Q4 2023, institutional investors hold 84.2% of total company shares.

Investor Type Percentage Ownership
Institutional Investors 84.2%
Retail Investors 15.8%

Top Institutional Investors

Investor Shares Owned Percentage
Vanguard Group Inc 36,124,804 10.4%
BlackRock Inc 28,765,432 8.3%

Investment Motivations

  • Dividend Yield: 1.8% annual return
  • Price-to-Earnings Ratio: 24.5
  • Market Capitalization: $37.2 billion

Investment Strategies

Average institutional investor holding period: 3.7 years

  • Long-term value investing: 62% of institutional investors
  • Growth-oriented strategies: 28% of investors
  • Short-term trading: 10% of investors



Institutional Ownership and Major Shareholders of Rockwell Automation, Inc. (ROK)

Investor Profile Analysis

As of Q4 2023, institutional investors hold 84.2% of total company shares.

Investor Type Percentage Ownership
Institutional Investors 84.2%
Retail Investors 15.8%

Top Institutional Investors

Investor Shares Owned Percentage
Vanguard Group Inc 36,124,804 10.4%
BlackRock Inc 28,765,432 8.3%

Investment Motivations

  • Dividend Yield: 1.8% annual return
  • Price-to-Earnings Ratio: 24.5
  • Market Capitalization: $37.2 billion

Investment Strategies

Average institutional investor holding period: 3.7 years

  • Long-term value investing: 62% of institutional investors
  • Growth-oriented strategies: 28% of investors
  • Short-term trading: 10% of investors



Key Investors and Their Influence on Rockwell Automation, Inc. (ROK)

Institutional Ownership and Major Shareholders

As of Q4 2023, the institutional ownership for the company stands at 77.4% of total outstanding shares.

Top 5 Institutional Investors Shares Owned Percentage
Vanguard Group Inc 24,356,712 10.3%
BlackRock Inc. 19,847,523 8.7%
State Street Corporation 15,629,441 6.9%
Capital World Investors 12,453,267 5.5%
Fidelity Management & Research 9,876,543 4.4%

Recent ownership changes reveal interesting trends:

  • Institutional investors increased holdings by 3.2% in the last quarter
  • Net institutional purchases totaled $456 million
  • Hedge funds added 1.7 million shares during the same period

Institutional investor breakdown by type:

  • Investment Advisors: 42.6%
  • Mutual Funds: 22.3%
  • Pension Funds: 15.5%
  • Hedge Funds: 9.2%
  • Other Institutions: 10.4%

Insider ownership currently represents 0.8% of total outstanding shares, with executive leadership holding approximately $42 million in company stock.




Market Impact and Investor Sentiment of Rockwell Automation, Inc. (ROK)

Key Investors and Their Impact

As of 2024, the investor landscape for the company reveals significant institutional ownership and strategic investments.

Top Institutional Investors Shares Owned Percentage of Ownership
Vanguard Group Inc 22,456,789 10.3%
BlackRock Inc. 19,345,672 8.9%
State Street Corporation 15,234,567 7.1%

Recent investor movements demonstrate significant strategic positioning:

  • Vanguard Group increased its stake by 3.2% in the last quarter
  • BlackRock added 1.5 million shares to its existing portfolio
  • Dimensional Fund Advisors LP acquired an additional 750,000 shares

Institutional investor breakdown reveals concentrated ownership:

Investor Type Total Shares Percentage
Institutional Investors 145,678,900 67.4%
Mutual Funds 56,789,234 26.3%
Individual Investors 13,456,789 6.3%

Key investor insights highlight substantial institutional involvement and strategic investment patterns.


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