RGC ResourcesRGCO

13F holders, Q3 2025 (September 30)
88holders +6
11new positions
6sold out
4famous investors
$22.44avg. 13F price*

At the end of Q3 2025, 88 institutions reported holding RGC Resources Inc. (RGCO) in their 13F filings, up 6 from Q2 2025. 11 opened new positions and 6 sold out. The largest holders were Vanguard Group Inc. ($9.9M), BlackRock, 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 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions11$2.0M
Exits6$1.3M

All 13F filers, Q2 2025 → Q3 2025: 193,595 shares bought and 122,252 shares sold, net +71,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 88 holders

Vanguard Group Inc. 0.00% Add +0.6% 442,151 $9.9M
BlackRock, Inc. 0.00% Reduce -1.2% 435,306 $9.8M
GAMCO Investors 0.09% Reduce -0.2% 413,600 $9.3M
Ameriprise Financial Inc. 0.00% Reduce -0.7% 400,444 $9.0M
Russell Investments Group, Ltd. 0.01% Add +23.2% 233,352 $5.2M
Gabelli Funds LLC 0.04% No change 229,000 $5.1M
Geode Capital Management, LLC 0.00% Reduce -0.1% 198,169 $4.4M
Prospera Financial Services Inc 0.07% Add +7.4% 170,014 $3.8M
Ancora Advisors LLC 0.06% Reduce -16.9% 139,189 $3.1M
Dimensional Fund Advisors LP 0.00% Add +0.1% 123,666 $2.8M
State Street Corp. 0.00% Reduce -0.2% 107,906 $2.4M
Teton Advisors, LLC 1.33% — 96,000 $2.2M
North Star Investment Management Corp. 0.13% No change 92,000 $2.1M
Bank of New York Mellon Corp 0.00% Add +0.4% 71,846 $1.6M
UBS Group AG 0.00% Reduce -3.5% 71,718 $1.6M
Northern Trust Corp. 0.00% Reduce -1.4% 66,635 $1.5M
TCV Trust & Wealth Management, Inc. 0.09% No change 49,853 $1.1M
Renaissance Technologies 0.00% Add +0.9% 47,033 $1.1M
Wells Fargo & Company 0.00% Add +94.8% 44,568 $1.0M
Fca Corp. 0.27% Add +1.3% 43,820 $983K
Burke & Herbert Bank & Trust Co. 0.19% No change 39,025 $876K
Cary Street Partners Financial LLC 0.02% Add +1.8% 31,817 $714K
Morgan Stanley 0.00% Reduce -12.1% 30,060 $675K
Nuveen, LLC 0.00% No change 26,812 $602K
Bridgeway Capital Management, LLC 0.01% No change 26,100 $586K
Charles Schwab Investment Management Inc. 0.00% No change 24,441 $548K
Cerity Partners LLC 0.00% Add +1.9% 21,834 $490K
Citadel Advisors 0.00% Add +37.9% 19,478 $437K
Squarepoint Ops LLC 0.00% Add +104.0% 19,396 $435K
Martingale Asset Management L P 0.01% New 17,122 $384K
Captrust Financial Advisors 0.00% Add +0.7% 16,136 $362K
Belpointe Asset Management LLC 0.01% Add +0.5% 15,046 $338K
Boston Partners 0.00% Reduce -13.0% 14,486 $325K
Fruth Investment Management 0.08% No change 13,800 $309K
Hennessy Advisors Inc. 0.01% Reduce -14.1% 13,454 $302K
Goldman Sachs Group Inc. 0.00% New 13,355 $300K
JPMorgan Chase & Co. 0.00% Add +24.6% 12,678 $284K
Envestnet Asset Management Inc. 0.00% Reduce -0.4% 12,604 $283K
Bailard, Inc. 0.01% New 12,600 $283K
Focus Partners Wealth 0.00% New 12,554 $282K
T. Rowe Price Associates Inc. 0.00% Add +2.5% 12,318 $277K
AQR Capital Management 0.00% New 12,191 $274K
Barclays PLC 0.00% Reduce -17.9% 11,697 $262K
Gsa Capital Partners LLP 0.02% Reduce -0.4% 11,237 $252K
Creative Planning 0.00% Add +0.6% 10,602 $238K
Jane Street Group, LLC 0.00% New 10,458 $235K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.3% 9,644 $216K
D.A. Davidson & Co. 0.00% New 9,126 $205K
Rhumbline Advisers 0.00% Reduce -1.2% 8,459 $190K
Deutsche Bank AG 0.00% No change 7,813 $175K
Bank of America Corp. 0.00% Reduce -6.7% 6,887 $155K
PNC Financial Services Group, Inc. 0.00% Add +2.1% 5,620 $126K
MetLife Investment Management, LLC 0.00% No change 4,655 $104K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -16.1% 3,969 $89K
Police & Firemen's Retirement System of New Jersey 0.00% Add +119.9% 2,751 $62K
Creekmur Asset Management LLC 0.01% Add +1.0% 2,677 $60K
Nisa Investment Advisors, LLC 0.00% Add +45.7% 2,549 $57K
BNP Paribas Financial Markets 0.00% Add +80.9% 1,816 $41K
Geneos Wealth Management Inc. 0.00% No change 1,602 $36K
NewEdge Advisors, LLC 0.00% Reduce -27.6% 1,400 $31K
New York State Common Retirement Fund 0.00% Add +647.1% 1,270 $28K
Legal & General Group Plc 0.00% No change 765 $17K
Cwm, LLC 0.00% Add +51.7% 775 $17K
Principal Securities, Inc. 0.00% Reduce -1.9% 732 $16K
FMR LLC 0.00% Add +19.7% 716 $16K
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.3% 740 $16K
Osaic Holdings, Inc. 0.00% No change 666 $15K
Ameritas Investment Partners, Inc. 0.00% No change 661 $15K
California State Teachers Retirement System 0.00% Add +0.2% 599 $13K
Citigroup Inc. 0.00% Reduce -81.8% 593 $13K
Royal Bank of Canada 0.00% Reduce -90.5% 591 $13K
Sterling Capital Management LLC 0.00% Add +131.2% 541 $12K
Comerica Bank 0.00% No change 523 $12K
Tower Research Capital LLC (TRC) 0.00% Reduce -81.5% 521 $12K
GAMMA Investing LLC 0.00% No change 408 $9K
Arax Advisory Partners 0.00% New 342 $8K
Amalgamated Bank 0.00% No change 270 $6K
Salem Investment Counselors Inc. 0.00% No change 191 $4K
Optiver Holding B.V. 0.00% New 116 $3K
Essential Partners LLC 0.00% Add +955.6% 95 $2K
Smartleaf Asset Management LLC 0.00% No change 69 $2K
SBI Securities Co., Ltd. 0.00% No change 51 $1K
EverSource Wealth Advisors, LLC 0.00% Add +20.7% 35 $785
Farther Finance Advisors, LLC 0.00% New 28 $628
IFP Advisors, Inc 0.00% Add +0.0% 9 $202
True Wealth Design, LLC 0.00% Add +300.0% 4 $90
Allworth Financial LP 0.00% Reduce -33.3% 2 $45
Sunbelt Securities, Inc. 0.00% New 2 $45

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