Vanguard Capital Management (NYSE: ROK) reports 8.4M shares held
Rhea-AI Filing Summary
Rockwell Automation Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 8,400,924 shares of Common Stock, equal to 7.47% of the class as of 03/31/2026. The filing shows sole voting power for 1,099,093 shares and sole dispositive power for 8,400,924 shares; holdings are reported on behalf of Vanguard-managed funds and accounts.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned: 8,400,924 shares
Percent of class: 7.47%
Sole voting power: 1,099,093 shares
+3 more
6 metrics
Beneficially owned
8,400,924 shares
Amount beneficially owned as reported
Percent of class
7.47%
Percent of common stock as reported
Sole voting power
1,099,093 shares
Shares with sole power to vote
Sole dispositive power
8,400,924 shares
Shares with sole power to dispose
Reporting date
03/31/2026
Date referenced in the filing header
CUSIP
773903109
Identifier for Rockwell Automation common stock
Key Terms
Schedule 13G, Beneficially owned, Sole dispositive power, Investment company
4 terms
Schedule 13G regulatory
"Ownership disclosure on behalf of a beneficial owner"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
Beneficially owned financial
"Amount beneficially owned: 8400924"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
Sole dispositive power regulatory
"Sole power to dispose or to direct the disposition of: 8400924"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Investment company financial
"Includes securities held by Vanguard funds, or sleeves thereof"
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What stake does Vanguard Capital Management report in Rockwell Automation (ROK)?
Vanguard reports beneficial ownership of 8,400,924 shares, representing 7.47% of Rockwell Automation's common stock as of 03/31/2026. This position is reported on behalf of Vanguard-managed funds and accounts that hold the securities.
Is the Vanguard stake in ROK held on behalf of other persons or funds?
Yes. The filing states the shares are held by Vanguard Capital Management and affiliates, including Vanguard funds and managed accounts, with dispositive power exercised by Vanguard entities as described in the disclosure language.
What date does the Schedule 13G ownership report reference for ROK holdings?
The report lists the relevant reporting date as 03/31/2026 and the signature on the filing is dated 04/30/2026, reflecting the disclosed ownership position as of that reporting date.
Does the filing identify any single other person with more than 5% ownership of ROK?
The filing states that no other single person's interest exceeds 5% for the securities reported; Vanguard notes that shareholders of registered investment companies need not be listed individually.