Vanguard (NYSE: ROK) reports 5.86M Rockwell shares, 5.21%
Filing Impact
Filing Sentiment
Form Type
SCHEDULE 13G
Rhea-AI Filing Summary
Rockwell Automation Inc ownership disclosure: Vanguard Portfolio Management reports beneficial ownership of 5,860,884 shares of Common Stock, representing 5.21% of the class as of 03/31/2026. The filing states Vanguard entities exercise dispositive power on behalf of funds and managed accounts.
Positive
- None.
Negative
- None.
Key Figures
Beneficially owned shares: 5,860,884 shares
Percent of class: 5.21%
Sole voting power: 15,150 shares
3 metrics
Beneficially owned shares
5,860,884 shares
as of 03/31/2026
Percent of class
5.21%
Common Stock as reported on Schedule 13G
Sole voting power
15,150 shares
reported voting power in filing
Key Terms
Beneficially owned, Sole Dispositive Power, Schedule 13G
3 terms
Beneficially owned regulatory
"this reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC"
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 Dispositive Power 5,860,884.00"
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.
Schedule 13G regulatory
"Item 1. (a) Name of issuer: Rockwell Automation Inc"
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.
FAQ
What stake does Vanguard report in Rockwell Automation (ROK)?
Vanguard Portfolio Management reports beneficial ownership of 5,860,884 shares, equal to 5.21% of the Common Stock class as of 03/31/2026. The position is held on behalf of funds and managed accounts managed by Vanguard entities.