RGC ResourcesRGCO

13F holders, Q1 2025 (March 31)
81holders +10
11new positions
1sold out
3famous investors
$20.87avg. 13F price*

At the end of Q1 2025, 81 institutions reported holding RGC Resources Inc. (RGCO) in their 13F filings, up 10 from Q4 2024. 11 opened new positions and 1 sold out. The largest holders were Vanguard Group Inc. ($9.5M), BlackRock, Inc. ($9.1M) and GAMCO Investors ($8.7M). 3 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions11$978K
Exits1$4K

All 13F filers, Q4 2024 → Q1 2025: 119,079 shares bought and 61,526 shares sold, net +57,553 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 81 holders

Vanguard Group Inc. 0.00% Add +2.4% 456,759 $9.5M
BlackRock, Inc. 0.00% Reduce -0.5% 434,601 $9.1M
GAMCO Investors 0.10% Add +2.3% 415,100 $8.7M
Ameriprise Financial Inc. 0.00% Add +3.6% 400,928 $8.4M
Gabelli Funds LLC 0.04% No change 229,000 $4.8M
Geode Capital Management, LLC 0.00% Add +1.1% 196,693 $4.1M
Russell Investments Group, Ltd. 0.01% Add +8.2% 194,570 $4.1M
Ancora Advisors LLC 0.08% Reduce -1.5% 164,734 $3.4M
Cutter & CO Brokerage, Inc. 0.73% Add +7.9% 147,854 $3.1M
Dimensional Fund Advisors LP 0.00% Add +0.5% 121,042 $2.5M
State Street Corp. 0.00% Add +1.1% 106,316 $2.2M
Teton Advisors, Inc. 1.28% No change 95,130 $2.0M
North Star Investment Management Corp. 0.14% No change 92,000 $1.9M
UBS Group AG 0.00% Reduce -7.6% 79,498 $1.7M
Bank of New York Mellon Corp 0.00% Reduce -1.3% 71,236 $1.5M
Northern Trust Corp. 0.00% Reduce -2.9% 70,517 $1.5M
TCV Trust & Wealth Management, Inc. 0.10% No change 50,153 $1.0M
Renaissance Technologies 0.00% Add +1.6% 45,733 $954K
Fca Corp. 0.29% Reduce -1.1% 42,922 $896K
Burke & Herbert Bank & Trust Co. 0.20% Reduce -2.5% 39,025 $814K
Morgan Stanley 0.00% Reduce -21.0% 33,642 $702K
Cary Street Partners Financial LLC 0.02% Add +0.6% 33,477 $699K
Nuveen, LLC 0.00% — 26,812 $560K
Bridgeway Capital Management, LLC 0.01% Add +3.2% 26,100 $545K
Charles Schwab Investment Management Inc. 0.00% Add +0.1% 23,641 $493K
Cerity Partners LLC 0.00% Reduce -12.2% 21,396 $447K
JPMorgan Chase & Co. 0.00% Reduce -43.6% 16,977 $354K
Boston Partners 0.00% Add +0.8% 16,630 $347K
Captrust Financial Advisors 0.00% Reduce -0.5% 15,980 $334K
Hennessy Advisors Inc. 0.01% No change 15,654 $327K
Belpointe Asset Management LLC 0.02% Add +1.4% 14,903 $311K
Fruth Investment Management 0.08% No change 13,800 $288K
Citadel Advisors 0.00% Reduce -0.5% 13,527 $282K
Wells Fargo & Company 0.00% Add +37.6% 13,378 $279K
Goldman Sachs Group Inc. 0.00% Reduce -41.4% 13,100 $273K
Susquehanna International Group, LLP 0.00% New 13,080 $273K
Envestnet Asset Management Inc. 0.00% Add +19.3% 11,986 $250K
Bank of America Corp. 0.00% Reduce -19.4% 11,771 $246K
Commonwealth Equity Services, LLC 0.00% New 11,635 $243K
T. Rowe Price Associates Inc. 0.00% Add +1.6% 11,634 $243K
Deutsche Bank AG 0.00% Reduce -2.4% 10,917 $228K
Creative Planning 0.00% Add +2.4% 10,781 $225K
Gsa Capital Partners LLP 0.02% New 10,559 $220K
Cambridge Investment Research Advisors, Inc. 0.00% New 9,898 $207K
Rhumbline Advisers 0.00% Reduce -2.9% 8,872 $185K
Barclays PLC 0.00% Reduce -32.9% 8,340 $174K
Citigroup Inc. 0.00% Reduce -9.2% 6,080 $127K
PNC Financial Services Group, Inc. 0.00% Add +0.6% 5,458 $114K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +5.0% 4,962 $104K
Royal Bank of Canada 0.00% Reduce -10.2% 4,833 $100K
New York State Common Retirement Fund 0.00% No change 4,670 $97K
MetLife Investment Management, LLC 0.00% No change 4,655 $97K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 4,044 $84K
NewEdge Advisors, LLC 0.00% No change 2,875 $60K
Nisa Investment Advisors, LLC 0.00% Add +2.9% 1,749 $37K
Police & Firemen's Retirement System of New Jersey 0.00% New 1,251 $26K
First United Bank & Trust 0.01% No change 931 $19K
Principal Securities, Inc. 0.00% No change 917 $18K
Legal & General Group Plc 0.00% No change 765 $16K
BNP Paribas Financial Markets 0.00% Reduce -63.1% 673 $14K
Ameritas Investment Partners, Inc. 0.00% No change 661 $14K
CANADA LIFE ASSURANCE Co 0.00% Add +14.6% 621 $13K
California State Teachers Retirement System 0.00% No change 598 $12K
Geneos Wealth Management Inc. 0.00% No change 534 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -59.1% 522 $11K
FMR LLC 0.00% Add +8.3% 481 $10K
GAMMA Investing LLC 0.00% Add +149.7% 372 $8K
US Bancorp \de 0.00% Reduce -57.2% 327 $7K
Amalgamated Bank 0.00% No change 270 $6K
Cwm, LLC 0.00% Reduce -17.6% 285 $6K
Jones Financial Companies LLLP 0.00% Add +0.8% 262 $5K
Coldstream Capital Management Inc. 0.00% New 197 $4K
Salem Investment Counselors Inc. 0.00% No change 191 $4K
Comerica Bank 0.00% Add +180.0% 182 $4K
Sterling Capital Management LLC 0.00% Reduce -49.3% 142 $3K
SVB Wealth LLC 0.00% New 130 $3K
Osaic Holdings, Inc. 0.00% New 66 $1K
Beacon Capital Management, LLC 0.00% New 52 $1K
SBI Securities Co., Ltd. 0.00% Reduce -1.9% 51 $1K
EverSource Wealth Advisors, LLC 0.00% New 3 $63
True Wealth Design, LLC 0.00% New 1 $21

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