RBC Bearings Inc (RBC) — 13F Holders Deep Dive (Q2 2026)

RBC ranks #793 out of 37503 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

RBC is a top-conviction position for Maren Capital LLC — at 12.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in RBC belongs to BlackRock, Inc., but the position matters far more to Maren Capital LLC, who has 12.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

BlackRock has added to its RBC position for two straight quarters, increasing it by $738.1M to reach $2.0B today.

Wasatch Advisors LP has trimmed its RBC position for two straight quarters, cutting it by $242.5M while still holding $207.4M.

RBC is down 1.1% today, but institutions show net buying of $8.5B this quarter — a divergence between today's price move and the underlying institutional flow.

RBC posted net income of $320.6M over the trailing twelve months, and currently trades at a P/E of 48.2.

• Profitable — net income of $320.6M over the trailing twelve months
• Revenue grew 19.4% year over year
• Net income improved year over year, from $246.2M to $320.6M
• Generated $415.7M in positive operating cash flow
• Current ratio of 2.18x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.52x equity — within a conventional range