Regal Rexnord Corp
RRX- Exchange
- NYSE
- Industry
- General Industrial Machinery & Equipment, NEC
- SEC CIK
- 0000082811
In the last 90 days, Regal Rexnord Corp insiders filed 0 open-market purchases and 1 sale; 612 institutions reported holding it in 13F filings for Q2 2026, worth $17.0B in total; Viking Global Investors is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in Regal Rexnord Corp as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 422
- +14 vs. Q2 2023
- Shares held
- 66.1M
- +243.1K (+0.4%) vs. Q2 2023
- Total value
- $9.45B
- −$672.2M (−6.6%) vs. Q2 2023
- New holders
- 50
- 121 more added
- Sold out
- 36
- 166 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RRX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 612 | $17.0B |
| Q1 2026 | 547 | $12.8B |
| Q4 2025 | 476 | $10.2B |
| Q3 2025 | 477 | $10.4B |
| Q2 2025 | 464 | $10.3B |
| Q1 2025 | 437 | $7.83B |
| Q4 2024 | 440 | $10.7B |
| Q3 2024 | 439 | $11.1B |
| Q2 2024 | 414 | $9.03B |
| Q1 2024 | 434 | $11.9B |
| Q4 2023 | 430 | $9.74B |
| Q3 2023 | 422 | $9.45B |
| Q2 2023 | 411 | $10.1B |
| Q1 2023 | 415 | $9.19B |
| Q4 2022 | 429 | $7.91B |
| Q3 2022 | 395 | $9.34B |
| Q2 2022 | 411 | $7.37B |
| Q1 2022 | 429 | $9.81B |
| Q4 2021 | 429 | $11.2B |
| Q3 2021 | 342 | $5.99B |
| Q2 2021 | 332 | $5.25B |
| Q1 2021 | 351 | $5.56B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding Regal Rexnord Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $124 | 0.00% | −154−100.0% | Reduced |
| True Wealth Design, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $429 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $430 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $572 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $572 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $811 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Steward Financial Group LLC | 11 | $1.00K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $1.29K | 0.00% | +5+125.0% | Added |
| Larson Financial Group LLC | 9 | $1.29K | 0.00% | +9 | New |
| Baker Avenue Asset Management, LP | 10 | $1.43K | 0.00% | −6−37.5% | Reduced |
| EverSource Wealth Advisors, LLC | 10 | $1.43K | 0.00% | +2+25.0% | Added |
| Motco | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 12 | $1.72K | 0.00% | +12 | New |
| FinTrust Capital Advisors, LLC | 13 | $1.81K | 0.00% | +13 | New |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $1.99K | 0.00% | +13 | New |
| WFA Asset Management Corp | 15 | $2.14K | 0.00% | +15 | New |
| Coppell Advisory Solutions LLC | 18 | $2.16K | 0.00% | +10+125.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 | $2.57K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $2.58K | 0.00% | +18 | New |
| Earnest Partners LLC | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $2.86K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21 | $3.00K | 0.00% | −9−30.0% | Reduced |
| Raffa Wealth Management, LLC | 22 | $3.14K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 23 | $3.22K | 0.00% | +21+1,050.0% | Added |
| Glen Eagle Advisors, LLC | 24 | $3.49K | 0.00% | −1−4.0% | Reduced |
| Glassman Wealth Services | 26 | $3.71K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 26 | $3.71K | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 27 | $3.86K | 0.00% | −3−10.0% | Reduced |
| ClariVest Asset Management LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 29 | $4.14K | 0.00% | −40−58.0% | Reduced |
| Cambridge Trust Co | 29 | $4.14K | 0.00% | +29 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 31 | $4.43K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 33 | $4.72K | 0.00% | +11+50.0% | Added |
| Washington Trust Co | 35 | $5.00K | 0.00% | −21−37.5% | Reduced |
| Creative Financial Designs Inc | 41 | $5.90K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 50 | $5.92K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $6.29K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 46 | $6.57K | 0.00% | −8−14.8% | Reduced |
| Nemes Rush Group LLC | 56 | $8.00K | 0.00% | +56 | New |
| Massmutual Trust Co FSB | 59 | $8.43K | 0.00% | +3+5.4% | Added |
| C M Bidwell & Associates Ltd | 39 | $9.13K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $9.14K | 0.00% | +38+146.2% | Added |
| Washington Trust Advisors, Inc. | 66 | $9.43K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 77 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 77 | $11.0K | 0.00% | +10+14.9% | Added |
| Crewe Advisors LLC | 80 | $11.4K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 110 | $15.7K | 0.00% | −36−24.7% | Reduced |
| Covestor Ltd | 111 | $16.0K | 0.01% | −7−5.9% | Reduced |
| Quarry LP | 117 | $16.7K | 0.01% | +117 | New |
| Harbour Investments, Inc. | 124 | $17.7K | 0.00% | −195−61.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 130 | $18.6K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 132 | $18.9K | 0.00% | +5+3.9% | Added |
| Huntington National Bank | 139 | $19.9K | 0.00% | +91+189.6% | Added |
| Group One Trading, L.P. | 156 | $22.3K | 0.00% | +156 | New |
| Exchange Traded Concepts, LLC | 156 | $22.3K | 0.00% | +156 | New |
| Raleigh Capital Management Inc. | 170 | $24.3K | 0.01% | +11+6.9% | Added |
| Cary Street Partner Investment Advisory LLC | 173 | $24.7K | 0.00% | +150+652.2% | Added |
| Desjardins Global Asset Management Inc. | 180 | $25.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 197 | $28.1K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $28.6K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 218 | $31.1K | 0.00% | −20−8.4% | Reduced |
| Missouri Trust & Investment Co | 225 | $32.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 246 | $35.1K | 0.00% | −4−1.6% | Reduced |
| Spire Wealth Management | 279 | $39.8K | 0.00% | −127−31.3% | Reduced |
| JJJ Advisors Inc. | 282 | $40.3K | 0.01% | +88+45.4% | Added |
| First Horizon Advisors, Inc. | 311 | $44.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 330 | $47.1K | 0.00% | 00.0% | Unchanged |
| American National Bank | 351 | $50.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 360 | $51.4K | 0.03% | 00.0% | Unchanged |
| Riverview Trust Co | 414 | $59.2K | 0.05% | 00.0% | Unchanged |
| Ossiam | 424 | $60.6K | 0.00% | −4,815−91.9% | Reduced |
| Amundi | 469 | $66.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 493 | $67.6K | 0.00% | +77+18.5% | Added |
| Parallel Advisors, LLC | 484 | $69.2K | 0.00% | −4−0.8% | Reduced |
| CWM, LLC | 497 | $71.0K | 0.00% | +48+10.7% | Added |
| Proequities, Inc. | 524 | $75.1K | 0.01% | −53−9.2% | Reduced |
| Quent Capital, LLC | 648 | $92.5K | 0.01% | +20+3.2% | Added |
| Fifth Third Bancorp | 663 | $94.7K | 0.00% | −15−2.2% | Reduced |
| Picton Mahoney Asset Management | 705 | $100.0K | 0.00% | −140−16.6% | Reduced |
| Signaturefd, LLC | 713 | $101.9K | 0.00% | +8+1.1% | Added |
| Addison Advisors LLC | 743 | $106.2K | 0.05% | +26+3.6% | Added |
| Lazard Asset Management LLC | 877 | $125.0K | 0.00% | +333+61.2% | Added |
| Daiwa Securities Group Inc. | 996 | $142.0K | 0.00% | −43−4.1% | Reduced |
| KBC Group NV | 1,167 | $167.0K | 0.00% | −8,235−87.6% | Reduced |
| Quadrant Capital Group LLC | 1,215 | $173.6K | 0.02% | +145+13.6% | Added |