RGC ResourcesRGCO

13F holders, Q2 2026 (June 30)
99holders +6
9new positions
1sold out
4famous investors
$23.90avg. 13F price*

At the end of Q2 2026, 99 institutions reported holding RGC Resources Inc. (RGCO) in their 13F filings, up 6 from Q1 2026. 9 opened new positions and 1 sold out. The largest holders were Ameriprise Financial Inc. ($11.1M), BlackRock, Inc. ($10.2M) and GAMCO Investors ($9.8M). 4 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
RGC Resources Inc.
CUSIP
74955L103
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 67Q1 2024Q2 2024: 66Q2 2024Q3 2024: 73Q3 2024Q4 2024: 71Q4 2024Q1 2025: 81Q1 2025Q2 2025: 82Q2 2025Q3 2025: 88Q3 2025Q4 2025: 86Q4 2025Q1 2026: 93Q1 2026Q2 2026: 99Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions9$2.2M
Exits1$23

All 13F filers, Q1 2026 → Q2 2026: 238,967 shares bought and 149,477 shares sold, net +89,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 99 holders

Ameriprise Financial Inc. 0.00% Add +12.9% 463,371 $11.1M
BlackRock, Inc. 0.00% Reduce -0.4% 427,306 $10.2M
GAMCO Investors 0.09% Reduce -2.0% 408,400 $9.8M
Vanguard Capital Management LLC 0.00% Add +0.7% 361,480 $8.6M
Russell Investments Group, Ltd. 0.01% Reduce -4.7% 258,018 $6.2M
Gabelli Funds LLC 0.04% Add +2.4% 235,800 $5.6M
Geode Capital Management, LLC 0.00% Add +10.3% 218,411 $5.2M
Prospera Financial Services Inc 0.07% Reduce -1.6% 189,851 $4.5M
Ancora Advisors LLC 0.06% Reduce -0.5% 136,893 $3.3M
Dimensional Fund Advisors LP 0.00% Add +0.8% 127,912 $3.1M
State Street Corp. 0.00% Reduce -0.1% 112,841 $2.7M
Teton Advisors, LLC 1.31% No change 94,500 $2.3M
North Star Investment Management Corp. 0.12% Reduce -2.2% 90,000 $2.2M
Raymond James Financial Inc. 0.00% New 73,954 $1.8M
Bank of New York Mellon Corp 0.00% Add +5.9% 71,859 $1.7M
Northern Trust Corp. 0.00% Add +10.2% 71,308 $1.7M
Vanguard Portfolio Management LLC 0.00% Add +19.6% 57,434 $1.4M
Vanguard Fiduciary Trust Co. 0.00% Add +0.9% 52,597 $1.3M
TCV Trust & Wealth Management, Inc. 0.09% No change 49,253 $1.2M
Fca Corp. 0.26% Add +5.1% 44,941 $1.1M
Renaissance Technologies 0.00% Reduce -5.3% 43,333 $1.0M
Morgan Stanley 0.00% Add +7.9% 30,658 $733K
Cary Street Partners Financial LLC 0.01% Reduce -6.1% 27,416 $655K
Nuveen, LLC 0.00% No change 27,055 $647K
Cerity Partners LLC 0.00% Add +0.5% 24,719 $591K
Charles Schwab Investment Management Inc. 0.00% Add +15.1% 24,510 $586K
Bridgeway Capital Management, LLC 0.01% Reduce -19.2% 21,100 $504K
Focus Partners Wealth 0.00% Add +60.4% 20,204 $483K
Burke & Herbert Bank & Trust Co. 0.12% Reduce -3.0% 19,625 $469K
UBS Group AG 0.00% Reduce -72.7% 18,357 $439K
AQR Capital Management 0.00% Add +76.2% 17,744 $424K
Martingale Asset Management L P 0.01% No change 17,738 $424K
Captrust Financial Advisors 0.00% Add +0.6% 16,230 $388K
Citadel Advisors 0.00% Add +66.4% 15,695 $375K
Belpointe Asset Management LLC 0.01% Reduce -0.2% 15,030 $359K
T. Rowe Price Associates Inc. 0.00% No change 14,300 $342K
Fruth Investment Management 0.08% No change 13,800 $329K
Hennessy Advisors Inc. 0.01% Add +6.2% 13,754 $329K
Envestnet Asset Management Inc. 0.00% Reduce -2.6% 11,813 $282K
Boston Partners 0.00% Reduce -23.8% 11,767 $281K
Bailard, Inc. 0.01% No change 11,534 $276K
Creative Planning 0.00% Add +0.9% 10,732 $256K
Oppenheimer Asset Management Inc. 0.00% New 10,357 $248K
Wells Fargo & Company 0.00% Reduce -77.4% 10,213 $244K
Peapack Gladstone Financial Corp. 0.00% Add +0.3% 10,225 $244K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.6% 9,421 $225K
Advisor OS, LLC 0.01% Reduce -0.1% 9,364 $224K
Goldman Sachs Group Inc. 0.00% Reduce -67.5% 9,206 $220K
D.A. Davidson & Co. 0.00% No change 9,126 $218K
LPL Financial LLC 0.00% New 9,107 $218K
Squarepoint Ops LLC 0.00% Reduce -13.1% 8,793 $210K
Deutsche Bank AG 0.00% Add +238.4% 8,327 $199K
Rhumbline Advisers 0.00% Reduce -3.7% 6,771 $162K
PNC Financial Services Group, Inc. 0.00% No change 5,499 $131K
Los Angeles Capital Management LLC 0.00% No change 4,899 $117K
MetLife Investment Management, LLC 0.00% Add +4.2% 4,576 $109K
Citigroup Inc. 0.00% Add +922.5% 3,957 $95K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.1% 3,926 $94K
JPMorgan Chase & Co. 0.00% Add +4.8% 3,540 $84K
Vanguard Global Advisers, LLC 0.00% No change 3,461 $83K
Police & Firemen's Retirement System of New Jersey 0.00% No change 2,751 $66K
BNP Paribas Financial Markets 0.00% Add +21.3% 2,270 $54K
Nisa Investment Advisors, LLC 0.00% No change 2,124 $51K
Royal Bank of Canada 0.00% Add +115.3% 1,647 $39K
Geneos Wealth Management Inc. 0.00% No change 1,602 $38K
Jones Financial Companies LLLP 0.00% No change 1,500 $35K
Barclays PLC 0.00% Reduce -28.7% 1,455 $35K
New York State Common Retirement Fund 0.00% No change 1,270 $30K
Tower Research Capital LLC (TRC) 0.00% Reduce -42.8% 1,122 $27K
Legal & General Group Plc 0.00% No change 765 $18K
Osaic Holdings, Inc. 0.00% Add +909.1% 666 $16K
Ameritas Investment Partners, Inc. 0.00% No change 661 $16K
FMR LLC 0.00% Add +16.2% 624 $15K
GAMMA Investing LLC 0.00% Add +9.9% 475 $11K
First Horizon Corp. 0.00% New 327 $8K
NewEdge Advisors, LLC 0.00% No change 300 $7K
Arax Advisory Partners 0.00% Add +1606.3% 273 $7K
Salem Investment Counselors Inc. 0.00% No change 191 $5K
Sterling Capital Management LLC 0.00% Reduce -34.4% 172 $4K
Fifth Third Bancorp 0.00% Reduce -73.2% 121 $3K
California State Teachers Retirement System 0.00% Reduce -74.1% 116 $3K
CANADA LIFE ASSURANCE Co 0.00% Reduce -7.8% 71 $2K
Smartleaf Asset Management LLC 0.00% No change 69 $2K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% No change 51 $1K
SBI Securities Co., Ltd. 0.00% Reduce -2.0% 50 $1K
Northwestern Mutual Wealth Management Co. 0.00% New 44 $1K
EverSource Wealth Advisors, LLC 0.00% Add +12.5% 36 $860
Bayban 0.00% No change 34 $813
Quarry LP 0.00% New 30 $717
Essential Partners LLC 0.00% Reduce -33.3% 26 $621
Allworth Financial LP 0.00% Add +316.7% 25 $598
Rialto Wealth Management, LLC 0.00% New 22 $526
IFP Advisors, Inc 0.00% Add +200.0% 12 $287
Farther Finance Advisors, LLC 0.00% New 8 $191
Rothschild Investment LLC 0.00% Add +75.0% 7 $167
Basecamp Wealth Advisors LLC 0.00% Add +150.0% 5 $120
Optiver Holding B.V. 0.00% Reduce -94.1% 4 $96
True Wealth Design, LLC 0.00% Reduce -25.0% 3 $72
Fortitude Family Office, LLC 0.00% New 1 $24

"% of holder's portfolio" is RGCO's weight in each manager's 13F, not the share of RGC Resources Inc. the manager owns.