Regal Beloit Corporation (RRX) Ownership

149.00 ↓2.98 (-1.96%)

As of August 30, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

Capital World Investors is the biggest individual institutional holder of Regal Beloit Corporation (RRX), owning a total of 6.8 million shares. Combined, the top 35 institutional holders of RRX own 90.44% of the company with a total of 60.1 million shares.

In the latest ownership report on June 30th 2024, the top 35 institutional holders increased their combined ownership of RRX by 1.8 million shares. 11 institutions bought 2,209,424 total additional shares and increased their ownership by an average of 17.24%. However 2 institutions sold 447,006 total shares and decreased their ownership by an average of 8.11%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Regal Beloit Corporation increased by a net total of 1,762,418 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital World Investors	10.180%	2.637%	6,773,761	174,009	2024-06-30
Vanguard Group Inc	10.175%	0.212%	6,770,218	14,335	2024-06-30
BlackRock Inc	9.244%	0.982%	6,151,211	59,843	2024-06-30
Diamond Hill Capital Management Inc	4.782%	7.058%	3,181,886	209,776	2024-06-30
Massachusetts Financial Services Company	4.247%	-12.934%	2,826,288	-419,856	2024-06-30
Victory Capital Management Inc.	2.832%	42.693%	1,884,575	563,853	2024-06-30
NORGES BANK	2.533%	37.878%	1,685,228	462,971	2024-06-30
Dimensional Fund Advisors, Inc.	2.138%	0.577%	1,422,350	8,159	2024-06-30
Manufacturers Life Insurance Co	1.691%	24.680%	1,125,445	222,775	2024-06-30
Viking Global Investors LP	1.688%	24.723%	1,123,163	222,634	2024-06-30
Sam Sustainable Asset Management Ltd	1.202%	-3.284%	799,520	-27,150	2024-06-30
Principal Financial Group Inc	1.073%	31.498%	714,179	171,069	2024-06-30
Cooperman Leon G	1.052%	16.667%	700,000	100,000	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital World Investors	10.180%	2.637%	6,773,761	174,009	2024-06-30
Vanguard Group Inc	10.175%	0.212%	6,770,218	14,335	2024-06-30
BlackRock Inc	9.244%	0.982%	6,151,211	59,843	2024-06-30
FMR Inc	9.223%	-7.780%	6,136,817	-517,721	2024-03-31
Diamond Hill Capital Management Inc	4.782%	7.058%	3,181,886	209,776	2024-06-30
Massachusetts Financial Services Company	4.247%	-12.934%	2,826,288	-419,856	2024-06-30
State Street Corporation	2.930%	2.022%	1,949,321	38,629	2024-03-31
Victory Capital Management Inc.	2.832%	42.693%	1,884,575	563,853	2024-06-30
NORGES BANK	2.533%	37.878%	1,685,228	462,971	2024-06-30
Dimensional Fund Advisors, Inc.	2.138%	0.577%	1,422,350	8,159	2024-06-30
Thrivent Financial For Lutherans	1.954%	1.250%	1,294,214	15,982	2022-09-30
UBS Asset Mgmt Americas Inc	1.878%	-7.774%	1,249,396	-105,316	2024-03-31
HHG PLC	1.717%	-27.362%	1,141,554	-430,013	2023-12-31
Manufacturers Life Insurance Co	1.691%	24.680%	1,125,445	222,775	2024-06-30
Viking Global Investors LP	1.688%	24.723%	1,123,163	222,634	2024-06-30
T. Rowe Price Associates, Inc.	1.684%	0.656%	1,112,977	7,253	2022-06-30
T. Rowe Price Investment Management,Inc.	1.614%	0.000%	1,067,809	1,067,809	2022-09-30
Franklin Resources Inc	1.604%	6.576%	1,067,408	65,863	2024-03-31
Geode Capital Management, LLC	1.603%	2.566%	1,066,783	26,688	2024-03-31
Allspring Global Investments Holdings, LLC	1.387%	-4.676%	918,645	-45,066	2022-09-30
Capital Research & Mgmt Co - Division 3	1.263%	0.071%	837,485	591	2023-03-31
AllianceBernstein L.P.	1.214%	-7.139%	807,528	-62,084	2024-03-31
Sam Sustainable Asset Management Ltd	1.202%	-3.284%	799,520	-27,150	2024-06-30
ClearBridge Advisors, LLC	1.140%	-18.191%	758,666	-168,692	2024-03-31
Nuveen Asset Management, LLC	1.128%	101.276%	750,521	377,639	2024-03-31
Principal Financial Group Inc	1.073%	31.498%	714,179	171,069	2024-06-30
Wellington Management Company LLP	1.068%	-20.053%	708,076	-177,603	2022-12-31
Cooperman Leon G	1.052%	16.667%	700,000	100,000	2024-06-30
Macquarie Group Ltd	1.026%	-12.998%	682,962	-102,035	2024-03-31
Third Point, LLC	0.980%	0.000%	650,000	650,000	2023-09-30
Bank of New York Mellon Corp	0.970%	-2.125%	643,979	-13,980	2023-12-31
American Century Companies Inc	0.933%	-6.183%	619,726	-40,843	2023-12-31
Scopia Management Inc	0.793%	-4.539%	525,655	-24,994	2023-03-31
William Blair Investment Management, LLC	0.758%	0.000%	503,213	503,213	2023-09-30
Segall Bryant & Hamill	0.742%	-3.965%	492,232	-20,323	2023-06-30

Mutual Fund Ownership

American Funds Fundamental Invs A is the biggest individual fund holder of Regal Beloit Corporation (RRX), owning a total of 4.3 million shares. Combined, the top 40 mutual fund holders of RRX own 67.67% of the company with a total of 45 million shares.

In the latest ownership report on July 31st 2024, the top 40 fund holders increased their combined ownership of RRX by 11 thousand shares. 4 funds bought 19,055 total additional shares and increased their ownership by an average of 0.37%. However 2 funds sold 8,165 total shares and decreased their ownership by an average of 0.21%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Regal Beloit Corporation increased by a net total of 10,890 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.142%	-0.230%	2,090,653	-4,828	2024-07-31
iShares Core S&P Mid-Cap ETF	3.135%	0.084%	2,085,874	1,752	2024-07-31
Diamond Hill Large Cap Equity	2.567%	-0.195%	1,708,204	-3,337	2024-07-31
Vanguard Small Cap Index	2.524%	0.427%	1,679,191	7,140	2024-07-31
Vanguard Small Cap Value Index Inv	1.697%	0.336%	1,129,050	3,782	2024-07-31
Diamond Hill Large Cap Inv	1.531%	0.000%	1,018,612	0	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	1.529%	0.631%	1,017,635	6,381	2024-07-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Fundamental Invs A	6.458%	2.667%	4,297,094	111,623	2024-06-30
Capital Group Fundamental Invtrs Comp	6.458%	2.667%	4,297,094	111,623	2024-06-30
UBS: Global Equity	4.756%	0.000%	3,164,772	0	2024-03-31
Vanguard Total Stock Mkt Idx Inv	3.142%	-0.230%	2,090,653	-4,828	2024-07-31
iShares Core S&P Mid-Cap ETF	3.135%	0.084%	2,085,874	1,752	2024-07-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.037%	-0.063%	2,015,064	-1,269	2023-03-31
Diamond Hill Large Cap Equity	2.567%	-0.195%	1,708,204	-3,337	2024-07-31
Vanguard Small Cap Index	2.524%	0.427%	1,679,191	7,140	2024-07-31
Victory Sycamore Established Value R	1.924%	45.455%	1,280,000	400,000	2024-06-30
Vanguard Small Cap Value Index Inv	1.697%	0.336%	1,129,050	3,782	2024-07-31
American Funds SMALLCAP World A	1.635%	0.000%	1,087,715	0	2024-06-30
Diamond Hill Large Cap Inv	1.531%	0.000%	1,018,612	0	2024-07-31
Vanguard Institutional Extnd Mkt Idx Tr	1.529%	0.631%	1,017,635	6,381	2024-07-31
Vanguard Extended Market Index Investor	1.396%	0.265%	925,477	2,449	2023-08-31
Strategic Advisers Fidelity US TtlStk	1.351%	6.937%	898,734	58,300	2024-06-30
MFS Mid Cap Value A	1.268%	-0.741%	843,706	-6,298	2024-06-30
MFS Mid Cap Value Equity	1.268%	-1.917%	843,706	-16,488	2024-06-30
Strategic Advisers® Fidelity US TtlStk	1.209%	3.725%	801,934	28,800	2023-10-31
American Funds New Perspective A	1.137%	-0.173%	756,692	-1,308	2024-06-30
Capital Group New Perspective Comp	1.137%	-0.173%	756,692	-1,308	2024-06-30
RobecoSAM Smart Energy B EUR	1.081%	0.000%	717,000	0	2023-10-31
T. Rowe Price Small-Cap Value	1.052%	-0.386%	696,048	-2,700	2022-09-30
Janus Inst Mid Cap Growth CF	1.020%	0.000%	675,040	0	2022-09-30
RobecoSAM Smart Energy Eqs F EUR	0.970%	0.000%	645,000	0	2024-04-30
Robeco Smart Energy F-EUR Cap	0.969%	0.000%	645,000	0	2024-06-30
Robeco Smart Energy Eqs F EUR	0.970%	0.000%	645,000	0	2024-04-30
Franklin Small Cap Value SMA Composite	0.935%	0.000%	622,154	0	2024-03-31
Fidelity® Series Value Discovery	0.902%	-2.238%	598,400	-13,700	2023-10-31
Franklin US Small Cap Value Equity	0.898%	-3.916%	597,792	-24,362	2024-06-30
Franklin Small Cap Value A	0.898%	0.000%	597,792	0	2024-06-30
Fidelity® Mid-Cap Stock	0.900%	0.000%	597,232	0	2023-11-30
Fidelity Mid-Cap Stock	0.894%	0.000%	594,561	0	2024-02-29
Fidelity® Equity Dividend Income	0.889%	4.688%	589,600	26,400	2023-11-30
Fidelity Equity Dividend Income	0.888%	0.000%	589,600	0	2023-12-31
Janus Henderson US SMID Cap Growth	0.883%	-7.074%	584,932	-44,526	2022-12-31
Janus Henderson Triton D	0.883%	-7.074%	584,932	-44,526	2022-12-31
American Century US Opport. Mid Cap Gr	0.879%	0.000%	583,454	0	2023-09-30
American Century Heritage Inv	0.879%	0.000%	583,454	0	2023-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.878%	0.116%	581,853	673	2023-04-30
Janus Henderson Enterprise D	0.850%	-0.338%	563,624	-1,910	2023-09-30