RGC ResourcesRGCO

13F holders, Q2 2025 (June 30)
82holders +1
9new positions
7sold out
4famous investors
$22.38avg. 13F price*

At the end of Q2 2025, 82 institutions reported holding RGC Resources Inc. (RGCO) in their 13F filings, up 1 from Q1 2025. 9 opened new positions and 7 sold out. The largest holders were BlackRock, Inc. ($9.9M), Vanguard Group Inc. ($9.8M) and GAMCO Investors ($9.3M). 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 Israel Englander (0.0% of Millennium Management'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions9$4.6M
Exits7$392K

All 13F filers, Q1 2025 → Q2 2025: 250,183 shares bought and 76,809 shares sold, net +173,374 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 82 holders

BlackRock, Inc. 0.00% Add +1.4% 440,546 $9.9M
Vanguard Group Inc. 0.00% Reduce -3.8% 439,473 $9.8M
GAMCO Investors 0.09% Reduce -0.1% 414,500 $9.3M
Ameriprise Financial Inc. 0.00% Add +0.6% 403,414 $9.0M
Gabelli Funds LLC 0.04% No change 229,000 $5.1M
Geode Capital Management, LLC 0.00% Add +0.9% 198,394 $4.4M
Russell Investments Group, Ltd. 0.01% Reduce -2.6% 189,452 $4.2M
Ancora Advisors LLC 0.08% Add +1.7% 167,534 $3.7M
Prospera Financial Services Inc 0.07% New 158,340 $3.5M
Dimensional Fund Advisors LP 0.00% Add +2.1% 123,548 $2.8M
State Street Corp. 0.00% Add +1.7% 108,133 $2.4M
Teton Advisors, Inc. 1.38% Add +2.1% 97,130 $2.2M
North Star Investment Management Corp. 0.14% No change 92,000 $2.1M
UBS Group AG 0.00% Reduce -6.5% 74,340 $1.7M
Bank of New York Mellon Corp 0.00% Add +0.5% 71,557 $1.6M
Northern Trust Corp. 0.00% Reduce -4.2% 67,581 $1.5M
TCV Trust & Wealth Management, Inc. 0.10% Reduce -0.6% 49,853 $1.1M
Renaissance Technologies 0.00% Add +2.0% 46,633 $1.0M
Fca Corp. 0.29% Add +0.8% 43,267 $968K
Burke & Herbert Bank & Trust Co. 0.20% No change 39,025 $873K
Morgan Stanley 0.00% Add +1.7% 34,202 $765K
Cary Street Partners Financial LLC 0.02% Reduce -6.6% 31,260 $700K
Nuveen, LLC 0.00% No change 26,812 $600K
Bridgeway Capital Management, LLC 0.01% No change 26,100 $584K
Charles Schwab Investment Management Inc. 0.00% Add +3.4% 24,441 $547K
Wells Fargo & Company 0.00% Add +71.0% 22,881 $512K
Cerity Partners LLC 0.00% Add +0.2% 21,432 $480K
Los Angeles Capital Management LLC 0.00% New 17,019 $381K
Boston Partners 0.00% Add +0.1% 16,654 $373K
Captrust Financial Advisors 0.00% Add +0.3% 16,026 $359K
Hennessy Advisors Inc. 0.01% No change 15,654 $350K
Millennium Management 0.00% New 15,422 $345K
Belpointe Asset Management LLC 0.01% Add +0.5% 14,973 $335K
Barclays PLC 0.00% Add +70.8% 14,241 $319K
Citadel Advisors 0.00% Add +4.4% 14,125 $316K
Fruth Investment Management 0.08% No change 13,800 $308K
Envestnet Asset Management Inc. 0.00% Add +5.6% 12,654 $283K
Susquehanna International Group, LLP 0.00% Reduce -6.9% 12,182 $273K
T. Rowe Price Associates Inc. 0.00% Add +3.3% 12,017 $269K
Commonwealth Equity Services, LLC 0.00% No change 11,635 $260K
Gsa Capital Partners LLP 0.02% Add +6.9% 11,286 $253K
Creative Planning 0.00% Reduce -2.3% 10,536 $236K
JPMorgan Chase & Co. 0.00% Reduce -40.1% 10,176 $228K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.8% 9,975 $223K
Squarepoint Ops LLC 0.00% New 9,509 $213K
Rhumbline Advisers 0.00% Reduce -3.5% 8,563 $192K
Deutsche Bank AG 0.00% Reduce -28.4% 7,813 $175K
Bank of America Corp. 0.00% Reduce -37.3% 7,381 $165K
Royal Bank of Canada 0.00% Add +28.2% 6,195 $138K
PNC Financial Services Group, Inc. 0.00% Add +0.8% 5,502 $123K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.7% 4,728 $106K
MetLife Investment Management, LLC 0.00% No change 4,655 $104K
Citigroup Inc. 0.00% Reduce -46.4% 3,259 $73K
Tower Research Capital LLC (TRC) 0.00% Add +440.4% 2,821 $63K
Creekmur Asset Management LLC 0.01% New 2,650 $59K
NewEdge Advisors, LLC 0.00% Reduce -32.7% 1,935 $43K
Nisa Investment Advisors, LLC 0.00% No change 1,749 $39K
Geneos Wealth Management Inc. 0.00% Add +200.0% 1,602 $36K
Police & Firemen's Retirement System of New Jersey 0.00% No change 1,251 $28K
BNP Paribas Financial Markets 0.00% Add +49.2% 1,004 $22K
Legal & General Group Plc 0.00% No change 765 $17K
CANADA LIFE ASSURANCE Co 0.00% Add +19.5% 742 $17K
Principal Securities, Inc. 0.00% Reduce -18.6% 746 $17K
Osaic Holdings, Inc. 0.00% Add +909.1% 666 $15K
Ameritas Investment Partners, Inc. 0.00% No change 661 $15K
FMR LLC 0.00% Add +24.3% 598 $13K
California State Teachers Retirement System 0.00% No change 598 $13K
Comerica Bank 0.00% Add +187.4% 523 $12K
Cwm, LLC 0.00% Add +79.3% 511 $11K
GAMMA Investing LLC 0.00% Add +9.7% 408 $9K
Raymond James Financial Inc. 0.00% New 291 $7K
Jones Financial Companies LLLP 0.00% Add +1.1% 265 $6K
Amalgamated Bank 0.00% No change 270 $6K
Sterling Capital Management LLC 0.00% Add +64.8% 234 $5K
Salem Investment Counselors Inc. 0.00% No change 191 $4K
New York State Common Retirement Fund 0.00% Reduce -96.4% 170 $4K
Smartleaf Asset Management LLC 0.00% New 69 $2K
SBI Securities Co., Ltd. 0.00% No change 51 $1K
EverSource Wealth Advisors, LLC 0.00% Add +866.7% 29 $649
Essential Partners LLC 0.00% — 9 $201
Allworth Financial LP 0.00% New 3 $68
True Wealth Design, LLC 0.00% No change 1 $23

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