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, Q1 2024
Institutional positions in Regal Rexnord Corp as of Mar 31, 2024. 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
- 434
- +9 vs. Q4 2023
- Shares held
- 66.3M
- +601.4K (+0.9%) vs. Q4 2023
- Total value
- $11.9B
- +$2.20B (+22.6%) vs. Q4 2023
- New holders
- 58
- 141 more added
- Sold out
- 49
- 160 more reduced
5 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Regal Rexnord Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 1,140 | $205.3K | 0.00% | +1,140 | New |
| Perigon Wealth Management, LLC | 1,144 | $206.1K | 0.01% | +1,144 | New |
| Mercer Global Advisors Inc | 1,195 | $215.0K | 0.00% | −932−43.8% | Reduced |
| Jefferies Financial Group Inc. | 1,196 | $215.4K | 0.00% | −5,338−81.7% | Reduced |
| S&CO Inc | 1,200 | $216.0K | 0.02% | +1,200 | New |
| Williams Jones Wealth Management, LLC. | 1,200 | $216.1K | 0.00% | −275−18.6% | Reduced |
| Dana Investment Advisors, Inc. | 1,223 | $220.3K | 0.01% | −58,739−98.0% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 1,226 | $220.8K | 0.00% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,492 | $220.8K | 0.21% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,259 | $226.7K | 0.04% | +1,259 | New |
| FourThought Financial Partners, LLC | 1,274 | $229.4K | 0.03% | +1,274 | New |
| IFP Advisors, Inc | 1,275 | $229.6K | 0.01% | −26−2.0% | Reduced |
| TownSquare Capital, LLC | 1,336 | $240.6K | 0.00% | +1,336 | New |
| CM Wealth Advisors LLC | 1,552 | $244.0K | 0.07% | +1,552 | New |
| Cresset Asset Management, LLC | 1,355 | $244.5K | 0.00% | +1,355 | New |
| Intech Investment Management LLC | 1,419 | $255.6K | 0.00% | +1,419 | New |
| KBC Group NV | 1,424 | $256.0K | 0.00% | +257+22.0% | Added |
| Private Advisor Group, LLC | 1,437 | $258.8K | 0.00% | −183−11.3% | Reduced |
| Park Avenue Securities LLC | 1,452 | $261.0K | 0.00% | −148−9.3% | Reduced |
| NBC Securities, Inc. | 1,457 | $262.0K | 0.02% | +227+18.5% | Added |
| Merit Financial Group, LLC | 1,640 | $270.8K | 0.01% | +87+5.6% | Added |
| Key Client Fiduciary Advisors, LLC | 1,541 | $277.5K | 0.15% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 1,550 | $279.2K | 0.02% | +1,550 | New |
| Johnson Investment Counsel Inc | 1,584 | $285.3K | 0.00% | +223+16.4% | Added |
| Beacon Pointe Advisors, LLC | 1,591 | $286.5K | 0.00% | +14+0.9% | Added |
| HBK Sorce Advisory LLC | 1,599 | $288.0K | 0.01% | +1,599 | New |
| MeadowBrook Investment Advisors LLC | 1,640 | $295.4K | 0.28% | −165−9.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 1,698 | $305.8K | 0.01% | +1,698 | New |
| Neuberger Berman Group LLC | 1,733 | $312.2K | 0.00% | −13,840−88.9% | Reduced |
| Vident Advisory, LLC | 1,757 | $316.5K | 0.01% | −28−1.6% | Reduced |
| Forum Financial Management, LP | 1,811 | $326.2K | 0.01% | 00.0% | Unchanged |
| Ifrah Financial Services, Inc. | 1,832 | $329.9K | 0.09% | −15−0.8% | Reduced |
| Trust Point Inc. | 1,847 | $332.6K | 0.03% | +65+3.6% | Added |
| HGK Asset Management Inc | 1,868 | $336.4K | 0.07% | −416−18.2% | Reduced |
| Toroso Investments, LLC | 1,876 | $337.9K | 0.01% | +315+20.2% | Added |
| CIBC Asset Management Inc | 1,899 | $342.0K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 1,917 | $345.3K | 0.01% | +77+4.2% | Added |
| Bessemer Group Inc | 1,956 | $353.0K | 0.00% | −10−0.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 1,979 | $356.0K | 0.17% | −1,027−34.2% | Reduced |
| Rehmann Capital Advisory Group | 1,992 | $358.8K | 0.03% | −22−1.1% | Reduced |
| Y.D. More Investments Ltd | 2,000 | $360.2K | 0.06% | −100−4.8% | Reduced |
| Keebeck Wealth Management, LLC | 2,000 | $360.9K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 2,018 | $363.5K | 0.00% | −1,852−47.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 2,063 | $371.5K | 0.00% | +2,063 | New |
| US Bancorp | 2,084 | $375.3K | 0.00% | −229−9.9% | Reduced |
| Creative Planning | 2,183 | $393.1K | 0.00% | −44,172−95.3% | Reduced |
| Private Ocean, LLC | 2,217 | $399.3K | 0.04% | −60−2.6% | Reduced |
| Pitcairn Co | 2,217 | $399.3K | 0.03% | −599−21.3% | Reduced |
| Yorktown Management & Research Co Inc | 2,300 | $414.2K | 0.39% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 2,325 | $418.7K | 0.00% | −573−19.8% | Reduced |
| Symmetry Partners, LLC | 2,325 | $419.0K | 0.03% | −3,031−56.6% | Reduced |
| Brown Brothers Harriman & Co | 2,335 | $420.5K | 0.00% | −12−0.5% | Reduced |
| Encompass Wealth Advisors, LLC | 2,342 | $421.8K | 0.11% | +2,342 | New |
| Leeward Financial Partners, LLC | 2,362 | $425.4K | 0.18% | 00.0% | Unchanged |
| State of Wyoming | 2,376 | $427.9K | 0.07% | +145+6.5% | Added |
| HighTower Advisors, LLC | 2,428 | $439.0K | 0.00% | −3−0.1% | Reduced |
| CWM Advisors, LLC | 2,475 | $445.7K | 0.05% | +2,475 | New |
| Y-Intercept (Hong Kong) Ltd | 2,518 | $453.5K | 0.03% | +2,518 | New |
| Coldstream Capital Management Inc | 2,570 | $462.9K | 0.01% | −62−2.4% | Reduced |
| MML Investors Services, LLC | 2,649 | $477.0K | 0.00% | −1,542−36.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 2,691 | $484.6K | 0.00% | −442−14.1% | Reduced |
| iA Global Asset Management Inc. | 2,697 | $486.0K | 0.01% | +113+4.4% | Added |
| Advisor Group Holdings, Inc. | 2,706 | $487.6K | 0.00% | −8,674−76.2% | Reduced |
| Quantinno Capital Management LP | 2,719 | $490.0K | 0.01% | +397+17.1% | Added |
| Perfromance Wealth Partners, LLC | 2,760 | $497.1K | 0.02% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 2,827 | $509.1K | 0.01% | +67+2.4% | Added |
| Shelton Capital Management | 2,861 | $515.3K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,888 | $520.2K | 0.00% | +2,888 | New |
| Toronto Dominion Bank | 2,914 | $524.8K | 0.00% | −317−9.8% | Reduced |
| Mirabella Financial Services LLP | 3,000 | $540.3K | 0.04% | −51,410−94.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,017 | $543.4K | 0.03% | +1,187+64.9% | Added |
| Virtu Financial LLC | 3,021 | $544.0K | 0.04% | +458+17.9% | Added |
| Legato Capital Management LLC | 3,167 | $570.4K | 0.07% | −2,248−41.5% | Reduced |
| HSBC Holdings PLC | 3,169 | $570.9K | 0.00% | −645−16.9% | Reduced |
| Ronald Blue Trust, Inc. | 3,224 | $580.6K | 0.01% | −33−1.0% | Reduced |
| Snowden Capital Advisors LLC | 3,250 | $586.5K | 0.02% | −181−5.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 3,282 | $591.1K | 0.00% | +102+3.2% | Added |
| Cerity Partners LLC | 3,342 | $601.8K | 0.00% | +3,342 | New |
| Commonwealth Equity Services, LLC | 3,400 | $612.0K | 0.00% | +166+5.1% | Added |
| O'Shaughnessy Asset Management, LLC | 3,441 | $619.7K | 0.01% | +258+8.1% | Added |
| TD Waterhouse Canada Inc. | 3,567 | $631.0K | 0.00% | +307+9.4% | Added |
| Manchester Capital Management LLC | 3,575 | $643.9K | 0.08% | 00.0% | Unchanged |
| M&T Bank Corp | 3,590 | $646.6K | 0.00% | −3,004−45.6% | Reduced |
| Nisa Investment Advisors, LLC | 3,611 | $651.6K | 0.00% | +90+2.6% | Added |
| Transatlantique Private Wealth LLC | 3,662 | $659.5K | 0.29% | +3+0.1% | Added |
| Tower Research Capital LLC (TRC) | 3,710 | $668.2K | 0.02% | −6,138−62.3% | Reduced |
| XTX Topco Ltd | 3,723 | $670.5K | 0.09% | +3,723 | New |
| Shell Asset Management Co | 5,033 | $681.0K | 0.03% | +983+24.3% | Added |
| Oppenheimer Asset Management Inc. | 3,808 | $685.8K | 0.01% | +95+2.6% | Added |
| Dynasty Wealth Management, LLC | 3,889 | $700.4K | 0.02% | +3,889 | New |
| Dark Forest Capital Management LP | 3,970 | $715.0K | 0.12% | −947−19.3% | Reduced |
| Synovus Financial Corp | 4,088 | $736.2K | 0.01% | −14−0.3% | Reduced |
| Janney Montgomery Scott LLC | 4,090 | $737.0K | 0.00% | −44−1.1% | Reduced |
| Walleye Capital LLC | 4,181 | $753.0K | 0.01% | −48,156−92.0% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 4,223 | $760.6K | 0.14% | +300+7.6% | Added |
| Hengehold Capital Management LLC | 4,250 | $765.4K | 0.08% | 00.0% | Unchanged |
| Ethic Inc. | 4,552 | $819.8K | 0.02% | +41+0.9% | Added |
| Crossmark Global Holdings, Inc. | 4,554 | $820.0K | 0.02% | +163+3.7% | Added |
| Maryland State Retirement & Pension System | 5,149 | $824.7K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 4,600 | $828.5K | 0.08% | +4,600 | New |