Regal Beloit Corporation (RRX) Ownership

138.11 ↑1.32 (0.96%)

As of January 27, 2023, 3:58pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Regal Beloit Corporation (RRX), owning a total of 6.6 million shares. Combined, the top 23 institutional holders of RRX own 74.23% of the company with a total of 49.1 million shares.

In the latest ownership report on September 30th 2022, the top 23 institutional holders increased their combined ownership of RRX by 2.8 million shares. 13 institutions bought 3,316,893 total additional shares and increased their ownership by an average of 9.75%. However 9 institutions sold 523,981 total shares and decreased their ownership by an average of 3.91%.

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 2,792,912 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.011%	0.357%	6,622,190	23,578	2022-09-30
Capital World Investors	9.038%	-0.079%	5,978,806	-4,726	2022-09-30
BlackRock Inc	8.570%	-0.163%	5,668,984	-9,255	2022-09-30
FMR Inc	7.906%	14.539%	5,230,010	663,880	2022-09-30
Massachusetts Financial Services Company	5.854%	32.575%	3,872,474	951,511	2022-09-30
AllianceBernstein L.P.	4.085%	0.026%	2,702,574	696	2022-09-30
HHG PLC	2.780%	0.016%	1,839,161	294	2022-09-30
State Street Corporation	2.666%	0.676%	1,763,697	11,840	2022-09-30
Dimensional Fund Advisors, Inc.	2.528%	-16.420%	1,672,538	-328,593	2022-09-30
UBS Asset Mgmt Americas Inc	2.210%	-1.154%	1,461,595	-17,068	2022-09-30
Thrivent Financial For Lutherans	1.956%	1.250%	1,294,214	15,982	2022-09-30
Bank of New York Mellon Corp	1.911%	67.164%	1,263,895	507,814	2022-09-30
Macquarie Group Ltd	1.734%	-0.547%	1,146,750	-6,308	2022-09-30
T. Rowe Price Investment Management,Inc.	1.614%	0.000%	1,067,809	1,067,809	2022-09-30
ClearBridge Advisors, LLC	1.529%	3.248%	1,011,492	31,820	2022-09-30
Allspring Global Investments Holdings, LLC	1.389%	-4.676%	918,645	-45,066	2022-09-30
Wellington Management Company LLP	1.339%	-5.168%	885,679	-48,262	2022-09-30
Geode Capital Management, LLC	1.304%	-6.926%	862,408	-64,179	2022-09-30
Capital Research & Mgmt Co - Division 3	1.258%	-0.063%	831,921	-524	2022-09-30
Segall Bryant & Hamill	0.974%	1.766%	643,960	11,172	2022-09-30
Scopia Management Inc	0.948%	4.707%	627,164	28,195	2022-09-30
American Century Companies Inc	0.940%	0.372%	621,709	2,302	2022-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	10.011%	0.357%	6,622,190	23,578	2022-09-30
Capital World Investors	9.038%	-0.079%	5,978,806	-4,726	2022-09-30
BlackRock Inc	8.570%	-0.163%	5,668,984	-9,255	2022-09-30
FMR Inc	7.906%	14.539%	5,230,010	663,880	2022-09-30
Massachusetts Financial Services Company	5.854%	32.575%	3,872,474	951,511	2022-09-30
AllianceBernstein L.P.	4.085%	0.026%	2,702,574	696	2022-09-30
HHG PLC	2.780%	0.016%	1,839,161	294	2022-09-30
State Street Corporation	2.666%	0.676%	1,763,697	11,840	2022-09-30
Dimensional Fund Advisors, Inc.	2.528%	-16.420%	1,672,538	-328,593	2022-09-30
UBS Asset Mgmt Americas Inc	2.210%	-1.154%	1,461,595	-17,068	2022-09-30
Thrivent Financial For Lutherans	1.956%	1.250%	1,294,214	15,982	2022-09-30
Bank of New York Mellon Corp	1.911%	67.164%	1,263,895	507,814	2022-09-30
Macquarie Group Ltd	1.734%	-0.547%	1,146,750	-6,308	2022-09-30
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
ClearBridge Advisors, LLC	1.529%	3.248%	1,011,492	31,820	2022-09-30
Allspring Global Investments Holdings, LLC	1.389%	-4.676%	918,645	-45,066	2022-09-30
Wellington Management Company LLP	1.339%	-5.168%	885,679	-48,262	2022-09-30
Geode Capital Management, LLC	1.304%	-6.926%	862,408	-64,179	2022-09-30
Capital Research & Mgmt Co - Division 3	1.258%	-0.063%	831,921	-524	2022-09-30
Segall Bryant & Hamill	0.974%	1.766%	643,960	11,172	2022-09-30
Scopia Management Inc	0.948%	4.707%	627,164	28,195	2022-09-30
American Century Companies Inc	0.940%	0.372%	621,709	2,302	2022-09-30

Mutual Fund Ownership

American Funds Fundamental Invs A is the biggest individual fund holder of Regal Beloit Corporation (RRX), owning a total of 3.7 million shares. Combined, the top 21 mutual fund holders of RRX own 43.79% of the company with a total of 29 million shares.

In the latest ownership report on December 30th 2022, the top 21 fund holders decreased their combined ownership of RRX by 778 shares. None of the mutual funds bought any additional shares. However 1 funds sold 778 total shares and decreased their ownership by an average of 0.04%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Regal Beloit Corporation decreased by a net total of -778 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.087%	-0.038%	2,042,056	-778	2022-12-30

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
American Funds Fundamental Invs A	5.524%	0.000%	3,654,382	0	2022-09-30
Capital Group Fundamental Invtrs Comp	5.524%	0.000%	3,654,382	0	2022-09-30
iShares Core S&P Mid-Cap ETF	3.087%	-0.038%	2,042,056	-778	2022-12-30
Vanguard Total Stock Mkt Idx Inv	3.028%	0.379%	2,003,168	7,561	2022-11-30
Vanguard Instl Ttl Stck Mkt Idx Tr	2.994%	0.064%	1,980,643	1,272	2022-09-30
UBS: Global Equity	2.763%	0.000%	1,827,764	0	2022-09-30
Vanguard Small Cap Index	2.596%	0.102%	1,717,168	1,743	2022-11-30
Vanguard Small Cap Value Index Inv	1.800%	1.381%	1,190,582	16,218	2022-11-30
Capital Group New Perspective Comp	1.742%	-0.156%	1,152,198	-1,799	2022-09-30
American Funds New Perspective A	1.742%	-0.156%	1,152,198	-1,799	2022-09-30
American Funds SMALLCAP World A	1.644%	0.000%	1,087,715	0	2022-09-30
MFS Mid Cap Value Equity	1.622%	16.835%	1,072,654	154,563	2022-09-30
MFS Mid Cap Value A	1.566%	1.063%	1,035,670	10,895	2022-11-30
Vanguard Extended Market Index Investor	1.382%	0.460%	914,038	4,188	2022-11-30
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
Janus Henderson Enterprise D	1.020%	0.000%	675,040	0	2022-09-30
Janus Henderson US SMID Cap Growth	0.952%	0.000%	629,458	0	2022-09-30
Janus Henderson Triton D	0.952%	0.000%	629,458	0	2022-09-30
Fidelity® Equity Dividend Income	0.896%	18.247%	592,890	91,490	2022-11-30
SPDR® S&P MIDCAP 400 ETF Trust	0.881%	1.224%	582,745	7,045	2022-11-30