ROCKWELL AUTOMATION INC

$ROK
13F holders
1,398
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 1,398 · Source: 13F-HR
01
Axa S.a.
02
State Street
03
Strs Ohio
04
ProShare Advisors LLC
05
Spinnaker Capital Ltd.
06
Atlantic Edge Private Wealth Management, LLC
07
US Bancorp De
08
Sumitomo Mitsui Trust Group, Inc.
09
Brown, Lisle/Cummings, Inc.
10
Citizens Financial Group INC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 1,398 13F holders · Pro →

Smart Money · top-200 alpha cohort

35 holders · Q1 2026

$ROK is held by 35 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.90%, with an average of 0.22% of portfolio. Largest holder: Elefante Mark B at 2.90%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Elefante Mark B
2.90% held
α +10.8pts
02
Oribel Capital Management, LP
2.41% NEW
α +12.0pts
03
Sandler Capital Management
0.37% held
α +12.8pts
04
Eventide Asset Management, LLC
0.33% NEW
α +22.5pts
05
Costello Asset Management, INC
0.17% held
α +14.3pts
06
Aigen Investment Management, LP
0.15% NEW
α +50.5pts
07
Scopia Capital Management LP
0.15% NEW
α +10.2pts
08
Erste Asset Management GmbH
0.13% NEW
α +33.4pts
09
Merrion Investment Management Co, LLC
0.11% held
α +16.0pts
10
Banque Pictet & Cie SA
0.10% held
α +10.3pts
11
Venture Visionary Partners LLC
0.09% held
α +10.3pts
12
Courier Capital LLC
0.09% held
α +14.9pts
13
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.09% held
α +27.5pts
14
CV Advisors LLC
0.05% held
α +29.1pts
15
Impact Partnership Wealth, LLC
0.05% held
α +10.3pts
16
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
0.05% held
α +13.4pts
17
Nisa Investment Advisors, LLC
0.04% held
α +16.6pts
18
Quarry LP
0.04% held
α +10.6pts
19
Fiduciary Alliance LLC
0.04% held
α +16.8pts
20
Rokos Capital Management LLP
0.04% held
α +12.2pts
21
Citigroup Inc.
0.03% held
α +26.3pts
22
ProVise Management Group, LLC
0.03% held
α +11.2pts
23
Focused Wealth Management, Inc
0.03% held
α +19.2pts
24
Svb Wealth LLC
0.03% held
α +29.6pts
25
Choate Investment Advisors
0.02% held
α +13.8pts
26
Retirement Investment Advisors, Inc.
0.02% held
α +16.2pts
27
WINTON GROUP Ltd
0.01% held
α +27.0pts
28
Principal Securities, Inc.
0.01% held
α +21.3pts
29
Bradley Foster & Sargent INC
0.00% held
α +11.1pts
30
Connor, Clark & Lunn Investment Management Ltd.
0.00% held
α +12.3pts
31
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
32
Corsicana & Co.
0.00% held
α +20.0pts
33
Pittenger & Anderson Inc.
0.00% held
α +21.3pts
34
Wellington Management Group LLP
0.00% held
α +10.5pts
35
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

50 transactions · 9 filers
02 Jan 2026
Riesterer Terry L.
▼ SOLD
800
$392.00
S
10 Dec 2025
Bulho Matheus De A G Viera
▼ SOLD
36
$403.81
S
10 Dec 2025
Bulho Matheus De A G Viera
▼ SOLD
132
$403.00
S
10 Dec 2025
Bulho Matheus De A G Viera
▼ SOLD
200
$401.85
S
10 Dec 2025
Bulho Matheus De A G Viera
▼ SOLD
108
$400.54
S
09 Dec 2025
Bulho Matheus De A G Viera
▼ SOLD
21
$404.11
S
09 Dec 2025
Bulho Matheus De A G Viera
▼ SOLD
561
$403.53
S
09 Dec 2025
Bulho Matheus De A G Viera
▼ SOLD
707
$402.20
S
08 Dec 2025
Bulho Matheus De A G Viera
▼ SOLD
15
$401.85
S
08 Dec 2025
Bulho Matheus De A G Viera
▼ SOLD
279
$400.96
S
10 Dec 2025
Fordenwalt Matthew W.
▼ SOLD
54
$403.16
S
10 Dec 2025
Fordenwalt Matthew W.
▼ SOLD
92
$402.08
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $ROK in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $ROK lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $ROK — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:35 UTC.