RBCNYSEBall & Roller BearingsFiscal year ends March 29
RBC Bearings INC
Financials through Q1 FY2027, quarter ended Jun 27, 2026Last filing: 10-Q on Jul 31, 2026
$503.79+5.27 (+1.06%)
Close on Oct 19, 2026
- Market cap
- $15.98B
- P/E (TTM)
- 49.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
98.8%
31M of 32M shares
Institutional holders
688
122 new, 37 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 10 sales
Net sold $4.54M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,607,586 | 8.90% | 13G (passive) amendment | Dec 31, 2023 |
| Durable Capital Partners LP | 1,708,921 | 5.40% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 1,656,140 | 5.23% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RBC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,046,645 | 9.62% | $1.96B | +83,570 | 0.03% |
| Durable Capital Partners LP | 1,708,921 | 5.40% | $1.10B | −566,715 | 10.70% |
| Vanguard Capital Management LLC | 1,429,173 | 4.51% | $920.47M | +8,650 | 0.02% |
| Vanguard Portfolio Management LLC | 1,326,855 | 4.19% | $854.57M | +7,716 | 0.04% |
| FMR LLC | 1,320,365 | 4.17% | $850.39M | −44,224 | 0.04% |
| Kayne Anderson Rudnick Investment Management LLC | 1,208,607 | 3.82% | $778.42M | −115,874 | 2.42% |
| State Street Corp | 967,190 | 3.06% | $622.91M | +30,980 | 0.02% |
| Baillie Gifford & Co | 760,468 | 2.40% | $489.79M | +466,236 | 0.44% |
| Geode Capital Management, LLC | 704,969 | 2.23% | $454.14M | +1,810 | 0.02% |
| Invesco Ltd. | 644,037 | 2.03% | $414.80M | +165,963 | 0.03% |
| Artisan Partners Limited Partnership | 568,008 | 1.79% | $365.83M | −8,217 | 0.58% |
| Aqr Capital Management LLC | 566,628 | 1.79% | $363.88M | +275,895 | 0.13% |
| Two Sigma Investments, LP | 467,098 | 1.48% | $300.84M | +182,011 | 0.22% |
| Maren Capital LLC | 428,132 | 1.35% | $275.74M | −13,772 | 12.78% |
| Price T Rowe Associates Inc /Md/ | 428,017 | 1.35% | $275.67K | −86,175 | 0.03% |
| Norges Bank | 414,675 | 1.31% | $267.08M | New | 0.03% |
| First Trust Advisors LP | 412,512 | 1.30% | $265.68M | +2,812 | 0.16% |
| Massachusetts Financial Services Co /Ma/ | 377,969 | 1.19% | $243.42M | +70,589 | 0.08% |
| Goldman Sachs Group Inc | 362,970 | 1.15% | $233.77M | +83,222 | 0.02% |
| Conestoga Capital Advisors, LLC | 327,489 | 1.03% | $210.92M | −101,820 | 4.59% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 688 | 31M | 98.8% | 122 / 241 | 242 / 37 | 4M | 3M |
| Q1 2026 | 613 | 31M | 97.5% | 128 / 218 | 194 / 42 | 6M | 3M |
| Q4 2025 | 533 | 31M | 99.4% | 96 / 175 | 190 / 34 | 2M | 2M |
| Q3 2025 | 478 | 31M | 99.2% | 63 / 178 | 159 / 39 | 2M | 2M |
| Q2 2025 | 458 | 32M | 100.0% | 65 / 166 | 165 / 43 | 2M | 2M |
| Q1 2025 | 439 | 32M | 100.0% | 75 / 160 | 139 / 28 | 1M | 2M |
| Q4 2024 | 399 | 32M | 100.0% | 53 / 160 | 129 / 38 | 2M | 2M |
| Q3 2024 | 390 | 32M | 100.0% | 49 / 138 | 140 / 28 | 4M | 1M |
| Q2 2024 | 374 | 32M | 99.6% | 56 / 121 | 147 / 28 | 2M | 2M |
| Q1 2024 | 347 | 32M | 100.0% | 41 / 113 | 128 / 32 | 1M | 1M |
| Q4 2023 | 344 | 32M | 100.0% | 49 / 125 | 122 / 28 | 2M | 1M |
| Q3 2023 | 328 | 32M | 99.7% | 64 / 126 | 86 / 61 | 4M | 2M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RBC | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 1,079,514 | 3.41% | $695.27M | 0.56% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,004,468 | 3.17% | $646.94M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 725,504 | 2.29% | $467.27M | 0.25% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 418,357 | 1.32% | $269.45M | 0.57% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 361,585 | 1.14% | $232.88M | 0.24% | Jun 30, 2026 |
| First Trust RBA American Industrial Renaissance ETF | 330,232 | 1.04% | $212.69M | 1.85% | Jun 30, 2026 |
| Vanguard Explorer Fund | 279,938 | 0.88% | $154.33M | 0.70% | Jul 31, 2026 |
| Global X U.S. Infrastructure Development ETF | 232,117 | 0.73% | $132.76M | 0.98% | May 31, 2026 |
| Invesco S&P MidCap Momentum ETF | 229,936 | 0.73% | $126.77M | 1.77% | Jul 31, 2026 |
| Vanguard U.S. Growth Fund | 221,313 | 0.70% | $126.58M | 0.27% | May 31, 2026 |
| Bridge Builder Small/Mid Cap Growth Fund | 205,002 | 0.65% | $132.03M | 1.18% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 196,021 | 0.62% | $126.25M | 0.86% | Jun 30, 2026 |
| MFS Mid Cap Growth Fund | 195,223 | 0.62% | $111.66M | 0.81% | May 31, 2026 |
| iShares S&P Mid-Cap 400 Growth ETF | 188,723 | 0.60% | $121.55M | 1.08% | Jun 30, 2026 |
| Fidelity Mid-Cap Stock Fund | 164,740 | 0.52% | $90.82M | 1.02% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Michael J. Hartnett | President and CEO, Director | 307,188 | 0.97% | Jun 5, 2026 |
| Daniel A. Bergeron | Vice President and COO, Director | 113,824 | 0.36% | Jun 5, 2026 |
| John J. Feeney | Vice President and Secretary | 2,378 | 0.01% | Jun 25, 2026 |
| Robert M. Sullivan | Vice President and CFO | 12,775 | 0.04% | Jun 5, 2026 |
| Richard J. Edwards | V.P. and General Manager | 10,498 | 0.03% | Jun 5, 2026 |
| Dolores J. Ennico | Director | 7,254 | 0.02% | Jun 25, 2026 |
| Steven H. Kaplan | Director | 1,378 | 0.00% | Jun 22, 2026 |
| Edward Stewart | Director | 21,337 | 0.07% | Jun 5, 2026 |
| Barry C. Boyan | Director | 3,751 | 0.01% | Jun 3, 2026 |
| Amir Faghri | Director | 4,254 | 0.01% | May 21, 2026 |
| Richard R. Crowell | Director | 27,653 | 0.09% | May 21, 2026 |
| Frederick J. Elmy | Director | 1,553 | 0.00% | May 20, 2026 |
| Michael H. Ambrose | Director | 7,180 | 0.02% | Jun 20, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John J. Feeney Vice President and Secretary | Jun 25, 2026 | Sale | −225 | $657.94 | $148.04K | 2,378 |
| Dolores J. Ennico Director | Jun 24, 2026 | Sale | −600 | $636.11 | $381.67K | 7,254 |
| Dolores J. Ennico Director | Jun 24, 2026 | Option exercise | +400 | $199.16 | $79.66K | 7,854 |
| Dolores J. Ennico Director | Jun 24, 2026 | Option exercise | +200 | $127.33 | $25.47K | 7,454 |
| Steven H. Kaplan Director | Jun 17, 2026 | Sale | −350 | $631.80 | $221.13K | 1,378 |
| John J. Feeney Vice President and Secretary | Jun 3, 2026 | Tax withholding | −95 | $578.34 | $54.94K | 2,603 |
| Robert M. Sullivan Vice President and CFO | Jun 3, 2026 | Tax withholding | −272 | $578.34 | $157.31K | 12,775 |
| Richard J. Edwards V.P. and General Manager | Jun 3, 2026 | Tax withholding | −364 | $578.34 | $210.52K | 10,498 |
| Edward Stewart Director | Jun 3, 2026 | Sale | −600 | $592.83 | $355.70K | 21,337 |
| Edward Stewart Director | Jun 3, 2026 | Option exercise | +600 | $199.16 | $119.50K | 21,937 |
| Barry C. Boyan Director | Jun 3, 2026 | Sale | −555 | $591.63 | $328.35K | 3,751 |
| John J. Feeney Vice President and Secretary | Jun 1, 2026 | Tax withholding | −36 | $571.96 | $20.59K | 2,698 |
| Robert M. Sullivan Vice President and CFO | Jun 1, 2026 | Tax withholding | −197 | $571.96 | $112.68K | 13,047 |
| Daniel A. Bergeron Vice President and COO, Director | Jun 1, 2026 | Tax withholding | −1,630 | $571.96 | $932.29K | 113,824 |
| Richard J. Edwards V.P. and General Manager | Jun 1, 2026 | Tax withholding | −91 | $571.96 | $52.05K | 10,862 |
| Michael J. Hartnett President and CEO, Director | Jun 1, 2026 | Tax withholding | −4,892 | $571.96 | $2.80M | 307,188 |
| Daniel A. Bergeron Vice President and COO, Director | May 28, 2026 | Tax withholding | −741 | $577.42 | $427.87K | 115,454 |
| John J. Feeney Vice President and Secretary | May 28, 2026 | Tax withholding | −26 | $577.42 | $15.01K | 2,734 |
| Robert M. Sullivan Vice President and CFO | May 28, 2026 | Tax withholding | −113 | $577.42 | $65.25K | 13,244 |
| Richard J. Edwards V.P. and General Manager | May 28, 2026 | Tax withholding | −53 | $577.42 | $30.60K | 10,953 |
| Daniel A. Bergeron Vice President and COO, Director | May 23, 2026 | Tax withholding | −1,041 | $559.95 | $582.91K | 116,195 |
| Michael J. Hartnett President and CEO, Director | May 23, 2026 | Tax withholding | −2,653 | $559.95 | $1.49M | 312,080 |
| John J. Feeney Vice President and Secretary | May 23, 2026 | Tax withholding | −32 | $559.95 | $17.92K | 2,760 |
| Robert M. Sullivan Vice President and CFO | May 23, 2026 | Tax withholding | −63 | $559.95 | $35.28K | 13,357 |
| Richard J. Edwards V.P. and General Manager | May 23, 2026 | Tax withholding | −46 | $559.95 | $25.76K | 11,006 |
| Dolores J. Ennico Director | May 19, 2026 | Award | +344 | – | – | 7,254 |
| Steven H. Kaplan Director | May 19, 2026 | Award | +344 | – | – | 1,728 |
| Richard R. Crowell Director | May 19, 2026 | Award | +344 | – | – | 27,653 |
| Edward Stewart Director | May 19, 2026 | Award | +344 | – | – | 21,337 |
| Amir Faghri Director | May 19, 2026 | Award | +344 | – | – | 4,254 |
| John J. Feeney Vice President and Secretary | May 19, 2026 | Award | +160 | – | – | 2,792 |
| Barry C. Boyan Director | May 19, 2026 | Award | +344 | – | – | 4,306 |
| Richard J. Edwards V.P. and General Manager | May 19, 2026 | Award | +132 | – | – | 11,052 |
| Robert M. Sullivan Vice President and CFO | May 19, 2026 | Award | +1,233 | – | – | 13,420 |
| Daniel A. Bergeron Vice President and COO, Director | May 19, 2026 | Award | +5,819 | – | – | 118,157 |
| Daniel A. Bergeron Vice President and COO, Director | May 19, 2026 | Tax withholding | −921 | $565.22 | $520.57K | 117,236 |
| Michael J. Hartnett President and CEO, Director | May 19, 2026 | Award | +22,140 | – | – | 324,993 |
| Michael J. Hartnett President and CEO, Director | May 19, 2026 | Tax withholding | −10,260 | $565.22 | $5.80M | 314,733 |
| Frederick J. Elmy Director | May 19, 2026 | Award | +344 | – | – | 1,553 |
| Richard J. Edwards V.P. and General Manager | Feb 17, 2026 | Option exercise | +400 | $199.51 | $79.80K | 14,784 |
| Richard J. Edwards V.P. and General Manager | Feb 17, 2026 | Sale | −2,600 | $553.65 | $1.44M | 11,084 |
| Richard J. Edwards V.P. and General Manager | Feb 17, 2026 | Sale | −1,500 | $554.01 | $831.02K | 13,684 |
| Richard J. Edwards V.P. and General Manager | Feb 17, 2026 | Option exercise | +400 | $292.85 | $117.14K | 15,184 |
| Richard J. Edwards V.P. and General Manager | Feb 17, 2026 | Option exercise | +800 | $199.10 | $159.28K | 14,384 |
| Richard J. Edwards V.P. and General Manager | Feb 17, 2026 | Option exercise | +1,000 | $199.16 | $199.16K | 13,584 |
| John J. Feeney Vice President and Secretary | Feb 8, 2026 | Tax withholding | −34 | $544.02 | $18.50K | 2,632 |
| Barry C. Boyan Director | Nov 20, 2025 | Tax withholding | −10 | $430.24 | $4.30K | 3,962 |
| Steven H. Kaplan Director | Nov 12, 2025 | Sale | −500 | $442.86 | $221.43K | 1,999 |
| Steven H. Kaplan Director | Nov 12, 2025 | Option exercise | +200 | $158.48 | $31.70K | 2,699 |
| Steven H. Kaplan Director | Nov 12, 2025 | Sale | −200 | $443.35 | $88.67K | 2,499 |
| Barry C. Boyan Director | Nov 7, 2025 | Option exercise | +1,200 | $135.53 | $162.64K | 5,172 |
| Barry C. Boyan Director | Nov 7, 2025 | Sale | −1,200 | $434.55 | $521.46K | 3,972 |
| Robert M. Sullivan Vice President and CFO | Nov 5, 2025 | Tax withholding | −112 | $427.24 | $47.85K | 12,187 |
| Richard R. Crowell Director | Nov 4, 2025 | Gift | −4,700 | $427.24 | $2.01M | 27,309 |
| John J. Feeney Vice President and Secretary | Sep 26, 2025 | Sale | −105 | $382.83 | $40.20K | 2,666 |
| Richard R. Crowell Director | Sep 4, 2025 | Gift | −125 | – | – | 32,142 |
| Daniel A. Bergeron Vice President and COO, Director | Aug 7, 2025 | Option exercise | +28,000 | $199.16 | $5.58M | 159,877 |
| Daniel A. Bergeron Vice President and COO, Director | Aug 7, 2025 | Option exercise | +20,743 | $137.44 | $2.85M | 131,877 |
| Daniel A. Bergeron Vice President and COO, Director | Aug 7, 2025 | Sale | −48,743 | $402.75 | $19.63M | 111,134 |
| Michael H. Ambrose Director | Jun 17, 2025 | Option exercise | +195 | $287.37 | $56.04K | 7,180 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Feeney John Officer | Jun 25, 2026 | 225 | $147.00K | Jun 25, 2026 | RSU Vesting |
| Ennico Delores Director | Jun 24, 2026 | 600 | $380.00K | Jun 24, 2026 | Stock Option |
| Kaplan Steven Director | Jun 17, 2026 | 350 | $220.00K | Jun 17, 2026 | Stock Award |
| Stewart Edward Affliate | Jun 3, 2026 | 600 | $360.00K | Jun 3, 2026 | Stock Option |
| Boyan Barry Board of Directors | Jun 3, 2026 | 555 | $327.00K | Jun 3, 2026 | stock award |
| Edwards Richard Officer | Feb 17, 2026 | 4,100 | $2.30M | Feb 17, 2025 | Stock Award |
| Kaplan Steven Officer | Nov 12, 2025 | 700 | $315.00K | Nov 11, 2025 | Stock Option |
| Craig Boyan Barry Director | Nov 7, 2025 | 1,200 | $522.00K | Nov 7, 2025 | stock award |
| Daniel A. Bergeron Director | Aug 7, 2025 | 48,743 | $19.99M | Aug 7, 2025 | stock award |
| Michael H. Ambrose Officer | Jun 17, 2025 | 595 | $219.50K | Jun 17, 2025 | Stock Option |
| J. Hartnett Michael Officer, Director, 10% Stockholder | Jun 12, 2025 | 9,000 | $3.34M | Jun 12, 2025 | Restricted stock vesting under a registered plan |
| Richard R. Crowell Director | Jun 11, 2025 | 600 | $228.00K | Jun 11, 2025 | stock award |
| J. Hartnett Michael Officer, Director, 10% Stockholder | Jun 11, 2025 | 5,000 | $1.88M | Jun 11, 2025 | Restricted stock vesting under a registered plan |
| J. Hartnett Michael Officer, Director | Jun 10, 2025 | 253 | $96.86K | Jun 10, 2025 | Exercise of options under a registered plan |
| Michael H. Ambrose Officer | Jun 10, 2025 | 1,700 | $646.00K | Jun 10, 2025 | Stock Option |