RBC BEARINGS INC RBC
COM · Common Stock · CUSIP 75524B104
- SectorIndustrials
- IndustryBall & Roller Bearings
- HeadquartersOxford, CT
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($10.5m this quarter). Holder counts are more reliable. Shares outstanding: 31.6m as of 2025-07-25, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $384.77. Options: 5 managers hold calls ($3.5m notional), 4 hold puts ($3.4m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 298 |
| Q4 2022 | 300 |
| Q1 2023 | 308 |
| Q2 2023 | 332 |
| Q3 2023 | 330 |
| Q4 2023 | 345 |
| Q1 2024 | 348 |
| Q2 2024 | 375 |
| Q3 2024 | 391 |
| Q4 2024 | 400 |
| Q1 2025 | 440 |
| Q2 2025 | 459 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2023 | 186 | 148 |
| Q4 2023 | 162 | 150 |
| Q1 2024 | 149 | 159 |
| Q2 2024 | 172 | 175 |
| Q3 2024 | 183 | 168 |
| Q4 2024 | 194 | 167 |
| Q1 2025 | 231 | 165 |
| Q2 2025 | 226 | 208 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $6.8m | $10.7m | 1.58 |
| Q4 2024 | $1.8m | $4.1m | 2.27 |
| Q1 2025 | $2.1m | $2.4m | 1.17 |
| Q2 2025 | $3.5m | $3.4m | 0.98 |
Biggest buyers
| FMR LLC | Added | +441.1k |
| Artisan Partners Limited Partnership | New | +408.5k |
| FRONTIER CAPITAL MANAGEMENT CO LLC | New | +103.5k |
| LORD, ABBETT & CO. LLC | New | +101.7k |
| BlackRock, Inc. | Added | +91.6k |
| ROYAL BANK OF CANADA | Added | +74.3k |
| GOLDMAN SACHS GROUP INC | Added | +70.9k |
| NORGES BANK | Added | +62.8k |
| Greenhouse Funds LLLP | Added | +49.8k |
| JENNISON ASSOCIATES LLC | Added | +48.6k |
Biggest sellers
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Reduced | -244.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -201.9k |
| NEUBERGER BERMAN GROUP LLC | Reduced | -155.7k |
| Durable Capital Partners LP | Reduced | -110.3k |
| FIRST TRUST ADVISORS LP | Reduced | -104.1k |
| Conestoga Capital Advisors, LLC | Reduced | -92.7k |
| T. Rowe Price Investment Management, Inc. | Reduced | -85.8k |
| Clearbridge Investments, LLC | Reduced | -43.9k |
| AXIOM INVESTORS LLC /DE | Reduced | -41.5k |
| GW&K Investment Management, LLC | Reduced | -36.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $2.0m5.2k shares |
| CITADEL ADVISORS LLC | Reduced | $769.6k2.0k shares |
| WOLVERINE TRADING, LLC | New | $495.8k1.3k shares |
| SIMPLEX TRADING, LLC | Unchanged | $192.0k500 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| Hestia Capital Management, LLC | New | $1.7m4.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.3m3.3k shares |
| CITADEL ADVISORS LLC | Reduced | $461.8k1.2k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| Durable Capital Partners LP 13G · institution -1.8 pts · filed 2026-08-14 | 5.4% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 4 | $2.9m | — |
| Q4 2023 | 0 | — | 7 | $20.6m | — |
| Q1 2024 | 0 | — | 2 | $4.1m | — |
| Q2 2024 | 0 | — | 2 | $911.2k | — |
| Q3 2024 | 0 | — | 4 | $30.9m | — |
| Q4 2024 | 0 | — | 3 | $8.9m | — |
| Q1 2025 | 0 | — | 5 | $18.7m | — |
| Q2 2025 | 0 | — | 5 | $30.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-17 | Ambrose Michael H. Director | Sold | $218.6k595 shares |
| 2025-06-12 | HARTNETT MICHAEL J President and CEO, director | Sold | $3.3m9.0k shares |
| 2025-06-11 | HARTNETT MICHAEL J President and CEO, director | Sold | $1.9m5.0k shares |
| 2025-06-11 | CROWELL RICHARD R Director | Sold | $188.5k500 shares |
| 2025-06-10 | Ambrose Michael H. Director | Sold | $647.8k1.7k shares |
| 2025-06-10 | HARTNETT MICHAEL J President and CEO, director | Sold | $96.9k253 shares |
| 2025-06-09 | BERGERON DANIEL A Vice President and COO, director | Sold | $11.9m31.3k shares |
| 2025-06-09 | HARTNETT MICHAEL J President and CEO, director | Sold | $10.2m26.7k shares |
| 2025-06-09 | Kaplan Steven H. Director | Sold | $152.5k400 shares |
| 2025-06-06 | BERGERON DANIEL A Vice President and COO, director | Sold | $1.4m3.7k shares |
| 2025-06-02 | Kaplan Steven H. Director | Sold | $83.1k226 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.02% of their portfolio | 2.9m $1.1bn | Added +13.1k |
| BlackRock, Inc. 0.02% of their portfolio | 2.7m $1.0bn | Added +91.6k |
| Durable Capital Partners LP 7.35% of their portfolio | 2.5m $970.1m | Reduced -110.3k |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.42% of their portfolio | 1.5m $595.0m | Reduced -244.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.06% of their portfolio | 1.4m $549.7m | Reduced -201.9k |
| WASATCH ADVISORS LP 2.66% of their portfolio | 1.3m $509.0m | Reduced -13.7k |
| T. Rowe Price Investment Management, Inc. 0.24% of their portfolio | 992.2k $381.8m | Reduced -85.8k |
| FMR LLC 0.02% of their portfolio | 928.1k $357.1m | Added +441.1k |
| STATE STREET CORP 0.01% of their portfolio | 914.7k $352.0m | Reduced -8.7k |
| NEUBERGER BERMAN GROUP LLC 0.22% of their portfolio | 726.3k $279.5m | Reduced -155.7k |
| Conestoga Capital Advisors, LLC 3.63% of their portfolio | 637.7k $245.4m | Reduced -92.7k |
| GENEVA CAPITAL MANAGEMENT LLC 4.08% of their portfolio | 633.2k $243.7m | Added +43.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 557.9k $214.7m | Added +22.0k |
| AMERIPRISE FINANCIAL INC 0.05% of their portfolio | 510.3k $196.4m | Reduced -35.1k |
| Clearbridge Investments, LLC 0.14% of their portfolio | 463.3k $178.3m | Reduced -43.9k |
| Maren Capital LLC 9.94% of their portfolio | 428.5k $164.9m | Added +7.6k |
| GW&K Investment Management, LLC 1.46% of their portfolio | 424.4k $163.3m | Reduced -36.1k |
| Artisan Partners Limited Partnership 0.23% of their portfolio | 408.5k $157.2m | New |
| Port Capital LLC 5.97% of their portfolio | 364.5k $140.3m | Added +11.7k |
| NORGES BANK 0.02% of their portfolio | 356.2k $137.1m | Added +62.8k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 331.0k $127.4m | Reduced -9.3k |
| BAMCO INC /NY/ 0.34% of their portfolio | 327.0k $125.8m | Added +5.1k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 312.5k $120.3m | Added +455 |
| FRANKLIN RESOURCES INC 0.03% of their portfolio | 312.1k $120.1m | Added +44.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 294.4k $113.3m | Reduced -32.3k |
| SNYDER CAPITAL MANAGEMENT L P 2.36% of their portfolio | 287.8k $110.7m | Reduced -28.1k |
| Stephens Investment Management Group LLC 1.45% of their portfolio | 285.5k $109.9m | Reduced -20.7k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 282.6k $108.7m | Added +70.9k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 272.0k $104.7m | Reduced -2.3k |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 258.5k $99.5m | Reduced -104.1k |
| LOOMIS SAYLES & CO L P 0.12% of their portfolio | 250.3k $96.3m | Reduced -19.0k |
| Invesco Ltd. 0.02% of their portfolio | 237.5k $91.4m | Reduced -23.5k |
| Greenhouse Funds LLLP 3.66% of their portfolio | 227.4k $87.5m | Added +49.8k |
| MORGAN STANLEY 0.01% of their portfolio | 219.8k $84.6m | Added +24.1k |
| RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio | 214.7k $82.6m | Reduced -12.3k |
| AMERICAN CAPITAL MANAGEMENT INC 3.42% of their portfolio | 214.6k $82.6m | Reduced -15.9k |
| BLAIR WILLIAM & CO/IL 0.22% of their portfolio | 209.8k $80.7m | Reduced -692 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.15% of their portfolio | 205.8k $79.2m | Reduced -2.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 192.6k $74.1m | Reduced -4.8k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 192.3k $74.0m | Reduced -20.9k |
| Allspring Global Investments Holdings, LLC 0.12% of their portfolio | 187.6k $71.6m | Reduced -26.1k |
| Champlain Investment Partners, LLC 0.50% of their portfolio | 187.3k $72.1m | Added +31.3k |
| FRED ALGER MANAGEMENT, LLC 0.31% of their portfolio | 177.7k $68.4m | Reduced -28.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 164.1k $63.2m | Reduced -4.3k |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 154.0k $59.3m | Added +7.1k |
| SEI INVESTMENTS CO 0.07% of their portfolio | 152.1k $58.5m | Added +29.5k |
| Douglas Lane & Associates, LLC 0.81% of their portfolio | 146.0k $56.2m | Reduced -5.7k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 144.5k $55.6m | Added +74.3k |
| BRADLEY FOSTER & SARGENT INC/CT 0.82% of their portfolio | 136.7k $52.6m | Reduced -1.5k |
| ROYCE & ASSOCIATES LP 0.52% of their portfolio | 131.8k $50.7m | Added +5.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.13% of their portfolio | 108.5k $41.7m | Reduced -32.4k |
| UBS Group AG 0.01% of their portfolio | 106.8k $41.1m | Added +45.6k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 106.7k $41.0m | Added +2.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.37% of their portfolio | 103.5k $39.8m | New |
| BESSEMER GROUP INC 0.06% of their portfolio | 102.1k $39.3m | Added +5.0k |
| LORD, ABBETT & CO. LLC 0.13% of their portfolio | 101.7k $39.1m | New |
| DF DENT & CO INC 0.49% of their portfolio | 100.9k $38.8m | Added +20.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 0.15% of their portfolio | 100.0k $38.5m | Unchanged |
| JENNISON ASSOCIATES LLC 0.02% of their portfolio | 96.7k $37.2m | Added +48.6k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 92.5k $35.6m | Added +777 |
| SEGALL BRYANT & HAMILL, LLC 0.50% of their portfolio | 92.4k $35.5m | Added +10.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 90.2k $34.7m | Added +24.5k |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 2.50% of their portfolio | 89.7k $34.5m | Reduced -54 |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 84.9k $32.7m | Added +2.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 80.5k $31.0m | Reduced -10.8k |
| COMERICA BANK 0.11% of their portfolio | 76.2k $29.3m | Reduced -6.4k |
| TimesSquare Capital Management, LLC 0.39% of their portfolio | 70.5k $27.1m | Reduced -6.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.10% of their portfolio | 69.8k $26.9m | Added +11.2k |
| EULAV Asset Management 0.59% of their portfolio | 65.2k $25.1m | Added +8.9k |
| Erste Asset Management GmbH 0.21% of their portfolio | 65.0k $25.0m | Unchanged |
| Driehaus Capital Management LLC 0.20% of their portfolio | 64.3k $24.7m | Added +28.8k |
| SAMLYN CAPITAL, LLC 0.36% of their portfolio | 63.8k $24.5m | Reduced -11.3k |
| Granahan Investment Management, LLC 0.97% of their portfolio | 62.0k $23.9m | Reduced -304 |
| WHITTIER TRUST CO 0.28% of their portfolio | 59.5k $22.9m | Added +1.4k |
| PICTON MAHONEY ASSET MANAGEMENT 0.32% of their portfolio | 59.1k $22.7m | Added +3.5k |
| Swiss National Bank 0.01% of their portfolio | 57.1k $22.0m | Reduced -700 |
| NEXT CENTURY GROWTH INVESTORS LLC 1.68% of their portfolio | 56.5k $21.7m | Reduced -4.6k |
| Gotham Asset Management, LLC 0.13% of their portfolio | 56.1k $21.6m | Added +5.6k |
| Nuveen, LLC 0.01% of their portfolio | 55.9k $21.5m | Reduced -8.9k |
| Retirement Systems of Alabama 0.07% of their portfolio | 53.6k $20.6m | Added +12.0k |
| Curi Capital, LLC 0.39% of their portfolio | 53.1k $20.4m | Added +889 |
| Thrivent Financial for Lutherans 0.04% of their portfolio | 51.0k $19.6m | Reduced -16.1k |
| Legal & General Group Plc 0.00% of their portfolio | 49.3k $19.0m | Added +1.4k |
| California Public Employees Retirement System 0.01% of their portfolio | 48.0k $18.5m | Added +2.6k |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 45.8k $17.6m | New |
| DAVIS R M INC 0.30% of their portfolio | 42.4k $16.3m | Reduced -812 |
| Tidal Investments LLC 0.11% of their portfolio | 42.0k $16.1m | Added +39.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.10% of their portfolio | 40.4k $15.5m | Added +68 |
| AXIOM INVESTORS LLC /DE 0.12% of their portfolio | 38.8k $14.9m | Reduced -41.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 38.2k $14.7m | Reduced -476 |
| Cresset Asset Management, LLC 0.07% of their portfolio | 37.8k $14.5m | Reduced -1.9k |
| Ensign Peak Advisors, Inc 0.02% of their portfolio | 36.0k $13.8m | Reduced -3.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 35.8k $13.8m | Added +2.6k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.15% of their portfolio | 35.6k $13.7m | Added +19.5k |
| LPL Financial LLC 0.00% of their portfolio | 35.5k $13.7m | Added +1.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.03% of their portfolio | 32.7k $12.6m | Added +1.3k |
| WHITTIER TRUST CO OF NEVADA INC 0.27% of their portfolio | 31.0k $11.9m | Added +1.0k |
| Advisors Capital Management, LLC 0.16% of their portfolio | 30.4k $11.7m | Added +962 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 28.4k $10.9m | Added +159 |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 28.2k $10.9m | Reduced -447 |