The unanimous buying cluster, led by Wasatch Advisors' $70M doubling, suggests a shared catalyst thesis. However, 13F data is 45+ days stale — confirm whether Q4 2026 filings show continuation or reversal of this accumulation before acting.
Executive Summary
Six institutional investors increased their positions in Ralliant Corp during Q3 2026, with aggregate holdings rising by $70.6M to $111.4M. The cluster is dominated by Wasatch Advisors, which more than doubled its stake and accounts for virtually all of the net dollar increase. No institutions reduced their positions, indicating a strong consensus direction.
Key Financial Metrics
Institutional Positions
Net institutional flow: $70.6M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wasatch Advisors | DOUBLED | +190.3% | $110.5M | $70.0M |
| Wealth Enhancement Advisory Services | DOUBLED | +222.9% | $762.0K | $535.0K |
| Farther Finance Advisors | ADD | +40.9% | $124.0K | $31.0K |
| Mather Group | ADD | +83.8% | $9.0K | $4.0K |
| Td Waterhouse Canada | ADD | +27.4% | $8.0K | $2.0K |
| Assetmark | ADD | +70.8% | $3.0K | $1.0K |
Key Facts
- 6 institutional buyers, 0 sellers in Q3 2026
- Aggregate institutional holdings increased by $70.6M to $111.4M
- Wasatch Advisors doubled its position, adding $70.0M in value
- Wealth Enhancement Advisory Services tripled its position (+222.9%)
- No tracked institutions reduced or exited their RAL positions
Financial Impact
6 institutions accumulated $70.6M in net new positions, bringing total tracked institutional holdings to $111.4M. Wasatch Advisors alone contributed $70.0M of the increase.
Risk Factors
- 13F data is reported with a 45-day lag; positions may have been unwound since quarter-end
- Most buyers are small asset managers; Wasatch is the only significant active manager in the cluster
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-RAL-2026-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | Institutional Cluster | $66.83 | awaiting T+1 | awaiting T+1 | No price |
Oct 21, 2026 6d ago | Institutional Cluster | $65.64 $66.49 | ▲ +1.29% | ▲ +1.82% | No price |
Oct 14, 2026 13d ago | 144 | $68.73 $66.55 | ▼ −3.17% | ▼ −2.07% | No price |
Sep 14, 2026 6w ago | 144 | $65.15 $65.58 | ▲ +0.66% | ▲ +1.12% | No price |
Jul 30, 2026 12w ago | 8-K | $67.00 $65.37 | ▼ −2.43% | ▼ −3.14% | No price |
May 12, 2026 24w ago | 8-K | $59.16 $61.36 | ▲ +3.72% | ▲ +3.14% | No price |
Apr 23, 2026 26w ago | DEFA14A | $45.38 $44.63 | ▼ −1.65% | ▼ −2.44% | No price |
US Market Status
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