13FPulse
RB

RBC RBC BEARINGS INC

2026Q2 · CUSIP 75524B104 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
672
Institutions that reported holding it to the SEC
Net increase in holders
+64
Last quarter 608 → now 672
How unusual is that
Top 5%
Stronger buying than 96% of US stocks
What the filings say, in one paragraph

672 funds held RBC at the end of 2026Q2, up 64 from the quarter before. That is stronger buying than 96.3% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $2.0B(YoY +17.3%), the P/E is 48.5x, return on equity is 9.3%. RBC has had 15 buying rushes in its history, and the price moved +1.8% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=133 2013Q4: holders=131 2014Q1: holders=127 2014Q2: holders=136 2014Q3: holders=135 2014Q4: holders=140 2015Q1: holders=150 2015Q2: holders=145 2015Q3: holders=137 2015Q4: holders=143 2016Q1: holders=142 2016Q2: holders=159 2016Q3: holders=163 2016Q4: holders=162 2017Q1: holders=154 2017Q2: holders=162 2017Q3: holders=167 2017Q4: holders=188 2018Q1: holders=195 2018Q2: holders=190 2018Q3: holders=203 2018Q4: holders=217 2019Q1: holders=229 2019Q2: holders=222 2019Q3: holders=230 2019Q4: holders=239 2020Q1: holders=233 2020Q2: holders=239 2020Q3: holders=242 2020Q4: holders=234 2021Q1: holders=235 2021Q2: holders=248 2021Q3: holders=268 2021Q4: holders=269 2022Q1: holders=266 2022Q2: holders=278 2022Q3: holders=292 2022Q4: holders=298 2023Q1: holders=301 2023Q2: holders=324 2023Q3: holders=324 2023Q4: holders=341 2024Q1: holders=345 2024Q2: holders=374 2024Q3: holders=387 2024Q4: holders=400 2025Q1: holders=433 2025Q2: holders=454 2025Q3: holders=475 2025Q4: holders=529 2026Q1: holders=608 2026Q2: holders=672 -79 -39.5 +0 +39.5 +79 114410706 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 15 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5% +10.6%
2025Q4 Top 10% +0.3% +3.6%
2025Q3 Top 20% +7.4% +28.5%
2025Q2 Top 20% -3.5% +8.3%
2025Q1 Top 5% +3.0% +5.5%
2024Q2 Top 10% +5.7% +9.6%
2023Q2 Top 10% +3.7% +6.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
251
Change in large funds
+33
Total value they hold
$20.0B
Funds buying for the first time
121
Funds that sold out entirely
57
Price change that quarter
-10.9%
Funds holding puts (bearish)
3
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
48.5
EPS (TTM)
$10.12
EPS YoY
+27.0%
Revenue (TTM)
$2.0B
Revenue YoY
+17.3%
Net margin
16.4%
ROE
9.3%
Debt ratio
33.4%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-07-03: EPS 0.95 2021-10-02: EPS -0.07 2022-01-01: EPS -0.18 2022-04-02: EPS 0.86 2022-07-02: EPS 1.09 2022-10-01: EPS 1.31 2022-12-31: EPS 1.05 2023-04-01: EPS 1.49 2023-07-01: EPS 1.52 2023-09-30: EPS 1.58 2023-12-30: EPS 1.39 2024-06-29: EPS 1.90 2024-09-28: EPS 1.65 2024-12-28: EPS 1.82 2025-03-29: EPS 2.33 2025-06-28: EPS 2.17 2025-09-27: EPS 1.90 2025-12-27: EPS 2.13 2026-03-28: EPS 2.89 2026-06-27: EPS 3.20 0M 260M 520M $M -0.20 1.66 3.52 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 53 37 98 160 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K26M51M 20162017201820192020202120222023202420252026
Latest quarter $51M (2022-07-02)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-27 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.