RBC Bearings

RBC • NYSE

RBC Bearings is a manufacturing - tools & accessories company in the industrials sector on NYSE, led by Michael J. Hartnett, with a market cap of $15.7B. As of Q3 2025, 99% of shares are held by 468 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.29%.

CEOMichael J. Hartnett

Market Cap$15.7B

Manufacturing - Tools & Accessories

Industrials

Overview

Overview of institutional ownership in RBC as of Q3 2025 with a market cap of $12.3B

All Institutions

Institutions: 468
Value Held: $12.1B
Shares Held: 31.1M
Avg Position: $25.9M
Median Position: $860.6K

Hedge Funds

Hedge Funds: 43
Value Held: $1.5B
Shares Held: 3.8M
Avg Position: $34.2M
Median Position: $1.6M

Ownership Breakdown

Institutional (non-HF)

86.57%

$10.7B

Hedge Funds

11.94%

$1.5B

Retail & Other

1.49%

$184.1M

Based on market cap of $12.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in RBC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$1.1B 0.02% of portfolio	9.29% 2.9M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
BlackRock, Inc. Institution	Laurence D. Fink CEO	$1.1B 0.02% of portfolio	8.61% 2.7M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
Durable Capital Partners LP Hedge Fund•Long/Short	Henry Martin Ellenbogen CIO	$983.9M 7.29% of portfolio	7.99% 2.5M shares	Q1 2020 Held for 5y 9m	$13.5B
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$585.9M 1.43% of portfolio	4.76% 1.5M shares	≤ Q2 2013 Held for 12y 6m+	$41.0B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	$508.1M 2.73% of portfolio	4.12% 1.3M shares	Q1 2017 Held for 8y 9m	$18.6B
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$365.9M 0.23% of portfolio	2.97% 937.4K shares	Q3 2022 Held for 3y 3m	$161.58B
FMR LLC Institution	-	$365.8M 0.02% of portfolio	2.97% 937.2K shares	Q3 2018 Held for 7y 3m	$1.92T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$358.8M 0.01% of portfolio	2.91% 919.3K shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
Conestoga Capital Advisors, LLC Long Only Manager	Robert Michael Mitchell Partner	$244.3M 3.92% of portfolio	1.98% 625.9K shares	Q2 2019 Held for 6y 6m	$6.2B
Artisan Partners Limited Partnership Long Only Manager	Eric Richard Colson CEO	$241.8M 0.35% of portfolio	1.96% 619.6K shares	Q2 2025 Held for 6 months	$69.5B

Net Capital Flow

Institutional buying and selling activity for RBC in Q3 2025

Traded: −$169.3M
Buyers: 233
Sellers: 200
Total Bought: +$542.1M
Total Sold: −$711.3M
Avg Position: $24.0M

Biggest Buyers

Institution	Net Bought	Current Position
Artisan Partners Limited Partnership Long Only Manager	+$82.4M +211.1K shares	$241.8M 619.6K shares
Invesco Ltd. ETF Provider	+$56.1M +143.7K shares	$148.8M 381.2K shares
FIRST TRUST ADVISORS LP ETF Provider	+$36.8M +94.2K shares	$137.7M 352.7K shares
JENNISON ASSOCIATES LLC Long Only Manager	+$31.3M +80.2K shares	$69.1M 176.9K shares
A AMERICAN CENTURY COMPANIES INC Institution	+$20.9M +53.6K shares	$81.0M 207.6K shares
BALYASNY ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$20.2M +51.7K shares	$21.2M 54.3K shares
Schonfeld Strategic Advisors LLC Hedge Fund•Multi-Strategy	+$18.4M +47.0K shares	$20.4M 52.3K shares
Gotham Asset Management, LLC Hedge Fund•Long/Short	+$18.1M +46.3K shares	$40.0M 102.4K shares
Marshall Wace LLP Institution	+$16.8M +43.1K shares	$16.8M 43.1K shares
SNYDER CAPITAL MANAGEMENT L P Long Only Manager	+$15.0M +38.5K shares	$127.3M 326.2K shares

Biggest Sellers

Institution	Net Sold	Current Position
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$320.9M −822.2K shares	$236.7M 606.4K shares
N Neuberger Berman Group LLC Institution	−$44.7M −114.4K shares	$238.8M 611.9K shares
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID RIA/Wealth	−$27.4M −70.2K shares	$7.6M 19.5K shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$24.3M −62.2K shares	$97.7M 250.3K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$21.4M −54.8K shares	$365.9M 937.4K shares
UBS Group AG Institution	−$21.3M −54.6K shares	$20.4M 52.2K shares
C Champlain Investment Partners, LLC Long Only Manager	−$19.2M −49.2K shares	$53.9M 138.1K shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	−$17.5M −44.9K shares	$585.9M 1.5M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$13.2M −33.7K shares	$22.0M 56.5K shares
GENEVA CAPITAL MANAGEMENT LTD/WI Long Only Manager	−$12.8M −32.9K shares	$234.3M 600.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited RBC in Q3 2025

New Positions: 33
New Value: $32.7M
Exited Positions: 38
Exited Value: $28.5M

New Positions

Institution	Position Value
One Madison Group LLC Hedge Fund•Multi-Strategy	$9.0M 23.1K shares
B BRANT POINT INVESTMENT MANAGEMENT LLC Hedge Fund•Long/Short	$6.6M 17.0K shares
Morningstar Investment Management LLC Long Only Manager	$3.3M 8.5K shares
Ambassador Advisors, LLC RIA/Wealth	$2.8M 7.2K shares
Anfield Capital Management, LLC Long Only Manager	$2.4M 6.0K shares
Union Bankshares Corp Institution	$2.2M 5.6K shares
N New England Research & Management, Inc. RIA/Wealth	$1.1M 2.8K shares
ASHFORD CAPITAL MANAGEMENT INC Hedge Fund•Growth	$663.5K 1.7K shares
Kovack Advisors, Inc. RIA/Wealth	$497.6K 1.3K shares
ARISTEIA CAPITAL LLC Hedge Fund•Multi-Strategy	$480.1K 1.2K shares

Exited Positions

Institution	Previous Position
CASTLEARK MANAGEMENT LLC Long Only Manager	$7.4M 19.1K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$4.8M 12.6K shares
T TEXAS PERMANENT SCHOOL FUND Institution	$3.7M 9.7K shares
O Oak Thistle LLC Institution	$1.9M 5.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.7M 4.4K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$1.1M 2.9K shares
ARROWSTREET CAPITAL LIMITED PARTNERSHIP Hedge Fund•Quant	$946.6K 2.5K shares
K KP Management LLC Hedge Fund•Long/Short	$769.6K 2.0K shares
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC Hedge Fund•Distressed	$724.2K 1.9K shares
E Ethic Inc. RIA/Wealth	$660.9K 1.7K shares

Options Activity

Institutions with the largest Call and Put options positions in RBC as of Q3 2025

Call Positions: 4
Call Value: $3.6M
Put Positions: 3
Put Value: $3.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.9M 49.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 27.0 contracts
J JANE STREET GROUP, LLC Institution	$351.3K 9.0 contracts
W WOLVERINE TRADING, LLC Institution	$269.0K 7.0 contracts

Put Positions

Institution	Position Value
Hestia Capital Management, LLC Hedge Fund•Long/Short	$1.7M 43.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$1.3M 34.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$273.2K 7.0 contracts

Most Committed Institutions

Institutions with RBC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Maren Capital LLC Long Only Manager	Bradley Carl Schatz CEO	9.65% $173.3M	1.41% 443.9K shares	Q4 2023 Held for 2 years	$1.8B
Durable Capital Partners LP Hedge Fund•Long/Short	Henry Martin Ellenbogen CIO	7.29% $983.9M	7.99% 2.5M shares	Q1 2020 Held for 5y 9m	$13.5B
P Port Capital LLC Hedge Fund•Value	Brien Michael Obrien CEO	6.10% $143.6M	1.17% 367.8K shares	Q4 2017 Held for 8 years	$2.4B
GENEVA CAPITAL MANAGEMENT LTD/WI Long Only Manager	William S Priebe Managing Partner	4.02% $234.3M	1.90% 600.4K shares	Q1 2020 Held for 5y 9m	$5.8B
Conestoga Capital Advisors, LLC Long Only Manager	Robert Michael Mitchell Partner	3.92% $244.3M	1.98% 625.9K shares	Q2 2019 Held for 6y 6m	$6.2B
G Greenhouse Funds LLLP Hedge Fund•Long/Short	Patrick Joseph Mitchell CFO	3.54% $91.2M	0.74% 233.6K shares	Q2 2024 Held for 1y 6m	$2.6B
AMERICAN CAPITAL MANAGEMENT INC Long Only Manager	David Mark La Valle CEO	3.39% $85.0M	0.69% 217.8K shares	Q4 2018 Held for 7 years	$2.5B
WASATCH ADVISORS INC Long Only Manager	Michael Kenneth Yeates CEO	2.73% $508.1M	4.12% 1.3M shares	Q1 2017 Held for 8y 9m	$18.6B
SNYDER CAPITAL MANAGEMENT L P Long Only Manager	Gary Michael Rafferty CFO	2.41% $127.3M	1.03% 326.2K shares	≤ Q2 2013 Held for 12y 6m+	$5.3B
Carmel Capital Management L.L.C. RIA/Wealth	West David Whittaker CCO	2.34% $7.7M	0.06% 19.7K shares	Q4 2021 Held for 4 years	$329.0M

Hedge Fund Spotlight

Discover hedge funds investing in RBC

TWO SIGMA INVESTMENTS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerScott David Hoffman

Portfolio Value: $62.0B
Positions: 3,253
Last Reported: Q3 2025

Sector Allocation

Position in RBC Bearings

Market Value: $15.7M
Shares Held: 40.3K
Portfolio Weight: 0.03%
Owned Since: 2023-Q2

Top Holding	Sector	Market Value	Weight
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$680.4M	1.10%
2 Financial Select Sector SPDR Fund XLF	ETF ETF	$582.6M	0.94%
3 Consumer Staples Select Sector SPDR Fund XLP	ETF ETF	$489.6M	0.79%