— Know what they know.
Not Investment Advice

RRX Institutional Ownership

Regal Rexnord Corporation
1W: -4.4% 1M: -3.4% 3M: -25.8% YTD: +3.1% 1Y: +2.2% 3Y: +23.0% 5Y: +6.9%
$158.21
+7.73 (+5.14%)
After Hours: $158.56 (+0.35, +0.22%)
Weekly Expected Move ±5.2%
$133 $140 $148 $156 $163
NYSE · Industrials · Industrial - Machinery · Tech Score Sell · Power 44 · $10.0B mcap · 66M float · 1.82% daily turnover · Short 42% of daily vol
Credit Risk of going bust: higher than 65% of companies Debt: 32.2% of company value Bonds: $291.7M held by 276 funds, 87 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $6.45 (down 96%), Regal Rexnord Corporation would be worth roughly what it owes.
Total debt $4.77B against a stock market value of $10.02B.
Distance to default 3.84 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $2.32B (short-term plus half of long-term), stock volatility 51.5%; Altman Z 1.87. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

Institutional Ownership — RRX

672
Institutional Holders
+70 vs prior quarter
0.0%
Ownership
+0.00pp
$17B
Total Invested
127
New Positions
215
Increased
240
Reduced
56
Closed
1.40
Put/Call Ratio

Ownership Trends

Top Institutional Holders (717 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BlackRock, Inc. 6,202,425 $933M +234,475 +3.9% 8Q SEC ↗
2 FMR LLC 4,532,944 $682M -167,943 -3.6% 81Q SEC ↗
3 VICTORY CAPITAL MANAGEMENT INC 4,484,153 $675M +307,035 +7.4% 40Q SEC ↗
4 VANGUARD CAPITAL MANAGEMENT LLC 3,009,796 $453M +26,702 +0.9% 2Q SEC ↗
5 VANGUARD PORTFOLIO MANAGEMENT LLC 2,834,179 $426M +1,475 +0.1% 2Q SEC ↗
6 WELLINGTON MANAGEMENT GROUP LLP 2,584,056 $389M +1,113,888 +75.8% 5Q SEC ↗
7 VIKING GLOBAL INVESTORS LP 2,101,759 $316M -1,041,092 -33.1% 11Q SEC ↗
8 STATE STREET CORP 2,091,762 $315M +71,467 +3.5% 46Q SEC ↗
9 DIMENSIONAL FUND ADVISORS LP 2,018,711 $304M -212,704 -9.5% 102Q SEC ↗
10 Bank of New York Mellon Corp 1,886,231 $284M +49,967 +2.7% 76Q SEC ↗
11 Nuveen, LLC 1,501,477 $226M +216,489 +16.8% 6Q SEC ↗
12 Invesco Ltd. 1,478,084 $222M -397,572 -21.2% 84Q SEC ↗
13 NORDEA INVESTMENT MANAGEMENT AB 1,288,585 $194M +114,440 +9.7% 5Q SEC ↗
14 GEODE CAPITAL MANAGEMENT, LLC 1,263,906 $190M -40,359 -3.1% 91Q SEC ↗
15 BARROW HANLEY MEWHINNEY & STRAUSS LLC 1,069,048 $161M +651,076 +155.8% 3Q SEC ↗
16 NORGES BANK NEW 978,022 $147M — +0.0% 1Q SEC ↗
17 MILLENNIUM MANAGEMENT LLC 972,549 $146M +62,263 +6.8% 25Q SEC ↗
18 BESSEMER GROUP INC 905,448 $136M -10,606 -1.2% 20Q SEC ↗
19 WILLIAM BLAIR INVESTMENT MANAGEMENT, L 891,139 $134M +53,646 +6.4% 4Q SEC ↗
20 WESTFIELD CAPITAL MANAGEMENT CO LP 856,976 $129M +175,259 +25.7% 11Q SEC ↗
21 MANUFACTURERS LIFE INSURANCE COMPANY, 724,633 $109M -371,606 -33.9% 53Q SEC ↗
22 MORGAN STANLEY 709,902 $107M +88,505 +14.2% 60Q SEC ↗
23 Robeco Schweiz AG 705,873 $106M +132,746 +23.2% 21Q SEC ↗
24 UBS Group AG 630,294 $95M +85,611 +15.7% 47Q SEC ↗
25 ALLIANCEBERNSTEIN L.P. 626,065 $94M -54,540 -8.0% 63Q SEC ↗
26 NOMURA ASSET MANAGEMENT INTERNATIONAL 608,011 $91M -11,122 -1.8% 3Q SEC ↗
27 FRANKLIN RESOURCES INC 585,705 $88M -634,901 -52.0% 22Q SEC ↗
28 NORTHERN TRUST CORP 566,116 $85M -7,348 -1.3% 110Q SEC ↗
29 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 529,486 $80M +39,682 +8.1% 9Q SEC ↗
30 Balyasny Asset Management L.P. 513,962 $77M -74,310 -12.6% 8Q SEC ↗
31 UBS AM, a distinct business unit of UB 483,108 $73M -249,206 -34.0% 63Q SEC ↗
32 Fisher Asset Management, LLC 481,532 $72M -8,634 -1.8% 87Q SEC ↗
33 Clearbridge Investments, LLC 477,645 $72M -796 -0.2% 24Q SEC ↗
34 CHARLES SCHWAB INVESTMENT MANAGEMENT I 477,017 $72M -578 -0.1% 15Q SEC ↗
35 Sixth Street Partners Management Compa NEW 477,017 $72M — +0.0% 1Q SEC ↗
36 TimesSquare Capital Management, LLC 465,372 $70M -4,961 -1.1% 19Q SEC ↗
37 BANK OF AMERICA CORP /DE 465,114 $70M +67,895 +17.1% 15Q SEC ↗
38 Woodline Partners LP 463,703 $70M +336,520 +264.6% 2Q SEC ↗
39 Kerrisdale Advisers, LLC 463,295 $70M +451,065 +3688.2% 2Q SEC ↗
40 AMERICAN CENTURY COMPANIES INC 446,510 $67M +9,470 +2.2% 4Q SEC ↗
41 Forest Avenue Capital Management LP 427,925 $64M +188,708 +78.9% 2Q SEC ↗
42 JENNISON ASSOCIATES LLC 422,076 $64M +58,958 +16.2% 19Q SEC ↗
43 VANGUARD FIDUCIARY TRUST CO 421,228 $63M +8,658 +2.1% 2Q SEC ↗
44 Diamond Hill Capital Management, LLC ( 398,444 $60M -893,957 -69.2% 16Q SEC ↗
45 Amundi 379,954 $57M +285,728 +303.2% 16Q SEC ↗
46 EARNEST PARTNERS LLC 372,117 $56M -2,375 -0.6% 5Q SEC ↗
47 RAYMOND JAMES FINANCIAL INC 347,497 $52M +225,051 +183.8% 7Q SEC ↗
48 PRICE T ROWE ASSOCIATES INC /MD 328,192 $49M +263,931 +410.7% 16Q SEC ↗
49 Allspring Global Investments Holdings, 324,719 $49M -26,926 -7.7% 19Q SEC ↗
50 Boston Partners 324,266 $49M +100,853 +45.1% 4Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
WELLINGTON MANAGEMENT GROUP LLP +1,113,888 +75.8% 2,584,056
BARROW HANLEY MEWHINNEY & STRAUSS L +651,076 +155.8% 1,069,048
Kerrisdale Advisers, LLC +451,065 +3688.2% 463,295
Woodline Partners LP +336,520 +264.6% 463,703
VICTORY CAPITAL MANAGEMENT INC +307,035 +7.4% 4,484,153
Amundi +285,728 +303.2% 379,954
PRICE T ROWE ASSOCIATES INC /MD +263,931 +410.7% 328,192
BlackRock, Inc. +234,475 +3.9% 6,202,425
RAYMOND JAMES FINANCIAL INC +225,051 +183.8% 347,497
Nuveen, LLC +216,489 +16.8% 1,501,477
Forest Avenue Capital Management LP +188,708 +78.9% 427,925
WESTFIELD CAPITAL MANAGEMENT CO LP +175,259 +25.7% 856,976
Robeco Schweiz AG +132,746 +23.2% 705,873
PUBLIC EMPLOYEES RETIREMENT ASSOCIA +119,550 +2194.0% 124,999
NORDEA INVESTMENT MANAGEMENT AB +114,440 +9.7% 1,288,585
Bridgewater Associates, LP +113,138 +3100.5% 116,787
ROYAL BANK OF CANADA +107,407 +149.1% 179,445
Boston Partners +100,853 +45.1% 324,266
JANUS HENDERSON GROUP PLC +100,067 +362.4% 127,677
STRS OHIO +88,734 +5619.6% 90,313
Biggest Decreases (20)
HolderReducedChange %Total Shares
VIKING GLOBAL INVESTORS LP -1,041,092 -33.1% 2,101,759
Diamond Hill Capital Management, LL -893,957 -69.2% 398,444
FRANKLIN RESOURCES INC -634,901 -52.0% 585,705
Point72 Asset Management, L.P. -551,177 -80.4% 134,418
Invesco Ltd. -397,572 -21.2% 1,478,084
MANUFACTURERS LIFE INSURANCE COMPAN -371,606 -33.9% 724,633
D. E. Shaw & Co., Inc. -319,693 -53.9% 273,769
UBS AM, a distinct business unit of -249,206 -34.0% 483,108
DIMENSIONAL FUND ADVISORS LP -212,704 -9.5% 2,018,711
FMR LLC -167,943 -3.6% 4,532,944
CITADEL ADVISORS LLC -151,450 -75.5% 49,151
AMERIPRISE FINANCIAL INC -133,868 -48.2% 143,903
JANE STREET GROUP, LLC -127,287 -96.9% 4,058
ARROWSTREET CAPITAL, LIMITED PARTNE -114,652 -74.2% 39,918
Allianz Asset Management GmbH -76,117 -43.5% 98,731
Balyasny Asset Management L.P. -74,310 -12.6% 513,962
Ceredex Value Advisors LLC -65,462 -37.5% 109,243
WELLS FARGO & COMPANY/MN -63,330 -28.8% 156,379
ALLIANCEBERNSTEIN L.P. -54,540 -8.0% 626,065
Bastion Asset Management Inc. -54,086 -91.1% 5,283

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms