ROK Institutional Ownership
Rockwell Automation, Inc.
1W: +2.6%
1M: +1.8%
3M: -4.4%
YTD: +10.6%
1Y: +23.6%
3Y: +71.7%
5Y: +49.6%
$439.20
+9.31 (+2.17%)
Weekly Expected Move ±3.4%
$397
$412
$426
$441
$455
Credit Risk of going bust: lower than 84% of companies Debt: 6.9% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $2.45 (down 99.4%), Rockwell Automation, Inc. would be worth roughly what it owes.
Total debt $3.61B against a stock market value of $48.87B.
Distance to default 10.87 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.97B (short-term plus half of long-term), stock volatility 31.0%; Altman Z 5.87. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $2.45 (down 99.4%), Rockwell Automation, Inc. would be worth roughly what it owes.
Total debt $3.61B against a stock market value of $48.87B.
Distance to default 10.87 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $1.97B (short-term plus half of long-term), stock volatility 31.0%; Altman Z 5.87. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — ROK
1,646
Institutional Holders
+84 vs prior quarter
0.0%
Ownership
+0.00pp
$48B
Total Invested
229
New Positions
577
Increased
535
Reduced
92
Closed
0.90
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1741 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 12,380,576 | $5.4B | +468,097 | +3.9% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7,270,705 | $3.2B | -31,126 | -0.4% | 2Q | SEC ↗ |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5,928,262 | $2.6B | +82,528 | +1.4% | 2Q | SEC ↗ |
| 4 | STATE STREET CORP | 5,323,990 | $2.3B | +265,978 | +5.3% | 46Q | SEC ↗ |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 3,132,604 | $1.4B | +74,607 | +2.4% | 92Q | SEC ↗ |
| 6 | MORGAN STANLEY | 3,040,314 | $1.3B | +216,767 | +7.7% | 60Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 2,919,588 | $1.3B | +1,011,222 | +53.0% | 103Q | SEC ↗ |
| 8 | UBS Group AG | 2,183,669 | $959M | +3,642 | +0.2% | 47Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 1,933,275 | $849M | +10,796 | +0.6% | 15Q | SEC ↗ |
| 10 | Invesco Ltd. | 1,820,740 | $800M | +135,071 | +8.0% | 87Q | SEC ↗ |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,524,563 | $670M | -13,127 | -0.9% | 15Q | SEC ↗ |
| 12 | Sixth Street Partners Management Compa NEW | 1,524,563 | $670M | — | +0.0% | 1Q | SEC ↗ |
| 13 | NORTHERN TRUST CORP | 1,437,183 | $631M | +18,240 | +1.3% | 110Q | SEC ↗ |
| 14 | NORGES BANK NEW | 1,392,295 | $611M | — | +0.0% | 1Q | SEC ↗ |
| 15 | PRICE T ROWE ASSOCIATES INC /MD | 1,241,264 | $545M | -123,733 | -9.1% | 16Q | SEC ↗ |
| 16 | NORDEA INVESTMENT MANAGEMENT AB | 1,235,953 | $543M | +261,330 | +26.8% | 83Q | SEC ↗ |
| 17 | UBS AM, a distinct business unit of UB | 1,074,596 | $472M | -74,067 | -6.4% | 63Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 1,036,484 | $455M | -10,305 | -1.0% | 15Q | SEC ↗ |
| 19 | Sumitomo Mitsui Trust Group, Inc. | 1,019,528 | $448M | +37,643 | +3.8% | 61Q | SEC ↗ |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 979,160 | $430M | +74,803 | +8.3% | 9Q | SEC ↗ |
| 21 | Fisher Asset Management, LLC | 959,431 | $421M | +32,343 | +3.5% | 100Q | SEC ↗ |
| 22 | VICTORY CAPITAL MANAGEMENT INC | 931,970 | $409M | +174,787 | +23.1% | 52Q | SEC ↗ |
| 23 | Amundi | 910,796 | $400M | -87,578 | -8.8% | 21Q | SEC ↗ |
| 24 | Legal & General Group Plc | 797,658 | $350M | -17,248 | -2.1% | 27Q | SEC ↗ |
| 25 | LAZARD ASSET MANAGEMENT LLC | 793,886 | $349M | +37,387 | +4.9% | 54Q | SEC ↗ |
| 26 | DIMENSIONAL FUND ADVISORS LP | 756,533 | $332M | +48,652 | +6.9% | 102Q | SEC ↗ |
| 27 | VOYA INVESTMENT MANAGEMENT LLC | 698,644 | $307M | +210,475 | +43.1% | 53Q | SEC ↗ |
| 28 | Robeco Institutional Asset Management | 694,061 | $305M | +72,804 | +11.7% | 55Q | SEC ↗ |
| 29 | VANGUARD FIDUCIARY TRUST CO | 637,127 | $280M | +3,354 | +0.5% | 2Q | SEC ↗ |
| 30 | DZ BANK AG Deutsche Zentral Genossensc | 611,182 | $268M | -34,734 | -5.4% | 39Q | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 607,152 | $267M | -23,127 | -3.7% | 76Q | SEC ↗ |
| 32 | Holocene Advisors, LP | 586,073 | $257M | -201,706 | -25.6% | 6Q | SEC ↗ |
| 33 | RAYMOND JAMES FINANCIAL INC | 581,303 | $255M | +39,507 | +7.3% | 7Q | SEC ↗ |
| 34 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 571,467 | $251M | -30,714 | -5.1% | 9Q | SEC ↗ |
| 35 | BARCLAYS PLC | 523,791 | $230M | +185,210 | +54.7% | 67Q | SEC ↗ |
| 36 | ALLIANCEBERNSTEIN L.P. | 511,356 | $225M | -58,719 | -10.3% | 63Q | SEC ↗ |
| 37 | HSBC HOLDINGS PLC | 472,888 | $208M | +66,302 | +16.3% | 71Q | SEC ↗ |
| 38 | NEUBERGER BERMAN GROUP LLC | 447,447 | $197M | +20,971 | +4.9% | 69Q | SEC ↗ |
| 39 | ROYAL BANK OF CANADA | 436,595 | $192M | -27,634 | -6.0% | 87Q | SEC ↗ |
| 40 | DEUTSCHE BANK AG | 424,864 | $187M | -6,829 | -1.6% | 52Q | SEC ↗ |
| 41 | Nuveen, LLC | 420,926 | $185M | +84,569 | +25.1% | 6Q | SEC ↗ |
| 42 | DekaBank Deutsche Girozentrale | 417,024 | $183M | — | +0.0% | 68Q | SEC ↗ |
| 43 | AMERIPRISE FINANCIAL INC | 416,086 | $183M | -76,409 | -15.5% | 16Q | SEC ↗ |
| 44 | BROWN BROTHERS HARRIMAN & CO | 414,272 | $182M | -11,499 | -2.7% | 15Q | SEC ↗ |
| 45 | DAVENPORT & Co LLC | 396,897 | $174M | -9,453 | -2.3% | 10Q | SEC ↗ |
| 46 | Mitsubishi UFJ Asset Management Co., L | 388,222 | $171M | -10,524 | -2.6% | 69Q | SEC ↗ |
| 47 | Eurizon Capital SGR S.p.A. | 377,661 | $166M | +101,695 | +36.9% | 3Q | SEC ↗ |
| 48 | Alecta Tjanstepension Omsesidigt | 364,875 | $160M | -47,600 | -11.5% | 47Q | SEC ↗ |
| 49 | Quilter Plc | 364,815 | $160M | +3,969 | +1.1% | 24Q | SEC ↗ |
| 50 | FMR LLC | 361,553 | $159M | -108,877 | -23.1% | 110Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 1,524,563 | $670M |
| NORGES BANK | 1,392,295 | $611M |
| Artisan Partners Limited Partnershi | 176,879 | $78M |
| Nykredit A/S | 49,690 | $22M |
| Bluespring Wealth Management, LLC | 33,462 | $15M |
| Yaupon Capital Management LP | 28,793 | $13M |
| Strategic Global Advisors, LLC | 24,661 | $11M |
| Hel Ved Capital Management Ltd | 15,840 | $7M |
| Jupiter Topco LLC | 14,389 | $6M |
| BW Gestao de Investimentos Ltda. | 10,431 | $5M |
| Nippon Life Global Investors Americ | 8,960 | $4M |
| Evelyn Partners Group Ltd | 8,852 | $4M |
| Hudson Bay Capital Management LP | 7,656 | $3M |
| LEGACY FINANCIAL INDEPENDENT ADVISO | 7,524 | $3M |
| BOCHK Asset Management Ltd | 6,650 | $3M |
| OSSIAM | 5,503 | $2M |
| Coppell Advisory Solutions LLC | 4,769 | $2M |
| IPG Investment Advisors LLC | 4,750 | $2M |
| GREENWOOD CAPITAL ASSOCIATES LLC | 4,640 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,452 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fullerton Fund Management Co Ltd. | 463,267 | $203M |
| MILLENNIUM MANAGEMENT LLC | 199,360 | $88M |
| Freestone Grove Partners LP | 161,697 | $71M |
| Qube Research & Technologies Ltd | 132,118 | $58M |
| IMC-Chicago, LLC | 126,717 | $56M |
| Cartenna Capital, LP | 125,000 | $55M |
| TUDOR INVESTMENT CORP ET AL | 82,349 | $36M |
| LORD, ABBETT & CO. LLC | 60,000 | $26M |
| PBU - The Pension Fund of Early Chi | 50,547 | $22M |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 48,900 | $21M |
| HRT FINANCIAL LP | 34,813 | $15M |
| Albar Capital Partners LLP | 34,627 | $15M |
| Skandinaviska Enskilda Banken AB (p | 33,617 | $15M |
| J. Goldman & Co LP | 30,192 | $13M |
| Abacus FCF Advisors LLC | 23,374 | $10M |
| Y-Intercept (Hong Kong) Ltd | 21,781 | $10M |
| Clarkston Capital Partners, LLC | 19,197 | $8M |
| Intesa Sanpaolo S.p.A. | 16,738 | $7M |
| Robinhood Asset Management, LLC | 16,124 | $7M |
| Elo Mutual Pension Insurance Co | 15,066 | $7M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | +1,011,222 | +53.0% | 2,919,588 |
| BlackRock, Inc. | +468,097 | +3.9% | 12,380,576 |
| AMERICAN CENTURY COMPANIES INC | +305,357 | +820.5% | 342,575 |
| STATE STREET CORP | +265,978 | +5.3% | 5,323,990 |
| NORDEA INVESTMENT MANAGEMENT AB | +261,330 | +26.8% | 1,235,953 |
| MORGAN STANLEY | +216,767 | +7.7% | 3,040,314 |
| VOYA INVESTMENT MANAGEMENT LLC | +210,475 | +43.1% | 698,644 |
| BARCLAYS PLC | +185,210 | +54.7% | 523,791 |
| VICTORY CAPITAL MANAGEMENT INC | +174,787 | +23.1% | 931,970 |
| Invesco Ltd. | +135,071 | +8.0% | 1,820,740 |
| Allspring Global Investments Holdin | +128,575 | +2200.5% | 134,418 |
| Eurizon Capital SGR S.p.A. | +101,695 | +36.9% | 377,661 |
| Nuveen, LLC | +84,569 | +25.1% | 420,926 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +82,528 | +1.4% | 5,928,262 |
| Quantinno Capital Management LP | +80,504 | +53.0% | 232,352 |
| Sequoia Financial Advisors, LLC | +78,032 | +559.8% | 91,971 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Lt | +74,803 | +8.3% | 979,160 |
| GEODE CAPITAL MANAGEMENT, LLC | +74,607 | +2.4% | 3,132,604 |
| PFA Pension, Forsikringsaktieselska | +74,309 | +61.6% | 194,994 |
| Robeco Institutional Asset Manageme | +72,804 | +11.7% | 694,061 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Balyasny Asset Management L.P. | -342,244 | -64.5% | 188,603 |
| AGF MANAGEMENT LTD | -226,769 | -98.6% | 3,150 |
| Holocene Advisors, LP | -201,706 | -25.6% | 586,073 |
| ONTARIO TEACHERS PENSION PLAN BOARD | -173,071 | -74.2% | 60,143 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | -155,497 | -80.7% | 37,250 |
| CITADEL ADVISORS LLC | -123,790 | -72.1% | 47,991 |
| PRICE T ROWE ASSOCIATES INC /MD | -123,733 | -9.1% | 1,241,264 |
| FMR LLC | -108,877 | -23.1% | 361,553 |
| Man Group plc | -99,238 | -27.4% | 263,381 |
| Amundi | -87,578 | -8.8% | 910,796 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | -76,894 | -22.0% | 273,113 |
| AMERIPRISE FINANCIAL INC | -76,409 | -15.5% | 416,086 |
| UBS AM, a distinct business unit of | -74,067 | -6.4% | 1,074,596 |
| Trexquant Investment LP | -66,663 | -75.1% | 22,058 |
| Handelsbanken Fonder AB | -63,430 | -39.9% | 95,345 |
| ALLIANCEBERNSTEIN L.P. | -58,719 | -10.3% | 511,356 |
| SEB Asset Management AB | -56,420 | -33.0% | 114,520 |
| Andra AP-fonden | -47,760 | -84.2% | 8,963 |
| Alecta Tjanstepension Omsesidigt | -47,600 | -11.5% | 364,875 |
| SCHRODER INVESTMENT MANAGEMENT GROU | -46,047 | -12.6% | 319,389 |