RGC Resources Inc
RGCO- Exchange
- Nasdaq
- Industry
- Natural Gas Transmisison & Distribution
- SEC CIK
- 0001069533
In the last 90 days, RGC Resources Inc insiders filed 15 open-market purchases and 0 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $98.6M in total; no superinvestor holds it.
13F holders, Q1 2025
Institutional positions in RGC Resources Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 81
- +11 vs. Q4 2024
- Shares held
- 3.92M
- +84.4K (+2.2%) vs. Q4 2024
- Total value
- $81.9M
- +$4.85M (+6.3%) vs. Q4 2024
- New holders
- 12
- 26 more added
- Sold out
- 1
- 26 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting RGCO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 99 | $98.6M |
| Q1 2026 | 93 | $89.0M |
| Q4 2025 | 86 | $85.5M |
| Q3 2025 | 88 | $90.2M |
| Q2 2025 | 83 | $88.3M |
| Q1 2025 | 81 | $81.9M |
| Q4 2024 | 71 | $77.5M |
| Q3 2024 | 73 | $87.0M |
| Q2 2024 | 66 | $75.6M |
| Q1 2024 | 67 | $74.2M |
| Q4 2023 | 71 | $73.4M |
| Q3 2023 | 67 | $61.3M |
| Q2 2023 | 67 | $72.5M |
| Q1 2023 | 63 | $79.1M |
| Q4 2022 | 55 | $75.8M |
| Q3 2022 | 53 | $69.5M |
| Q2 2022 | 51 | $64.7M |
| Q1 2022 | 54 | $75.9M |
| Q4 2021 | 51 | $75.4M |
| Q3 2021 | 55 | $75.4M |
| Q2 2021 | 59 | $86.1M |
| Q1 2021 | 59 | $73.8M |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding RGC Resources Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 1 | $21 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 3 | $63 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 51 | $1.06K | 0.00% | −1−1.9% | Reduced |
| Beacon Capital Management, LLC | 52 | $1.08K | 0.00% | +52 | New |
| Advisor Group Holdings, Inc. | 66 | $1.38K | 0.00% | +66 | New |
| Boston Private Wealth LLC | 130 | $2.71K | 0.00% | +130 | New |
| Sterling Capital Management LLC | 142 | $2.96K | 0.00% | −138−49.3% | Reduced |
| Comerica Bank | 182 | $3.81K | 0.00% | +117+180.0% | Added |
| Salem Investment Counselors Inc | 191 | $3.99K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 197 | $4.11K | 0.00% | +197 | New |
| Jones Financial Companies LLLP | 262 | $5.41K | 0.00% | +2+0.8% | Added |
| CWM, LLC | 285 | $6.00K | 0.00% | −61−17.6% | Reduced |
| Amalgamated Bank | 270 | $6.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 327 | $6.82K | 0.00% | −437−57.2% | Reduced |
| GAMMA Investing LLC | 372 | $7.76K | 0.00% | +223+149.7% | Added |
| FMR LLC | 481 | $10.0K | 0.00% | +37+8.3% | Added |
| Tower Research Capital LLC (TRC) | 522 | $10.9K | 0.00% | −753−59.1% | Reduced |
| Geneos Wealth Management Inc. | 534 | $11.1K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 598 | $12.5K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 621 | $13.0K | 0.00% | +79+14.6% | Added |
| Ameritas Investment Partners, Inc. | 661 | $13.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 673 | $14.0K | 0.00% | −1,149−63.1% | Reduced |
| Legal & General Group Plc | 765 | $16.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 917 | $18.4K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 931 | $19.4K | 0.01% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 1,251 | $26.1K | 0.00% | +1,251 | New |
| Nisa Investment Advisors, LLC | 1,749 | $36.5K | 0.00% | +49+2.9% | Added |
| GWM Advisors LLC | 2,875 | $60.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 4,044 | $84.4K | 0.00% | −60−1.5% | Reduced |
| MetLife Investment Management | 4,655 | $97.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 4,670 | $97.5K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,833 | $100.0K | 0.00% | −549−10.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 4,962 | $103.6K | 0.00% | +234+4.9% | Added |
| The PNC Financial Services Group, Inc. | 5,458 | $113.9K | 0.00% | +32+0.6% | Added |
| Citigroup Inc | 6,080 | $126.9K | 0.00% | −616−9.2% | Reduced |
| Barclays PLC | 8,340 | $174.1K | 0.00% | −4,082−32.9% | Reduced |
| Rhumbline Advisers | 8,872 | $185.1K | 0.00% | −268−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,898 | $207.0K | 0.00% | +9,898 | New |
| Gsa Capital Partners LLP | 10,559 | $220.0K | 0.02% | +10,559 | New |
| Creative Planning | 10,781 | $225.0K | 0.00% | +252+2.4% | Added |
| Deutsche Bank AG | 10,917 | $227.8K | 0.00% | −264−2.4% | Reduced |
| Price T Rowe Associates Inc | 11,634 | $243.0K | 0.00% | +180+1.6% | Added |
| Commonwealth Equity Services, LLC | 11,635 | $243.0K | 0.00% | +11,635 | New |
| Bank of America Corp | 11,771 | $245.7K | 0.00% | −2,833−19.4% | Reduced |
| Envestnet Asset Management Inc | 11,986 | $250.1K | 0.00% | +1,939+19.3% | Added |
| Susquehanna International Group, LLP | 13,080 | $273.0K | 0.00% | +13,080 | New |
| Goldman Sachs Group Inc | 13,100 | $273.4K | 0.00% | −9,266−41.4% | Reduced |
| Wells Fargo & Company | 13,378 | $279.2K | 0.00% | +3,659+37.6% | Added |
| Citadel Advisors LLC | 13,527 | $282.3K | 0.00% | −65−0.5% | Reduced |
| Fruth Investment Management | 13,800 | $288.0K | 0.08% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,903 | $311.0K | 0.02% | +204+1.4% | Added |
| Hennessy Advisors Inc | 15,654 | $326.7K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,980 | $333.5K | 0.00% | −74−0.5% | Reduced |
| Boston Partners | 16,630 | $347.1K | 0.00% | +125+0.8% | Added |
| JPMorgan Chase & Co | 16,977 | $354.3K | 0.00% | −13,152−43.7% | Reduced |
| Cerity Partners LLC | 21,396 | $446.5K | 0.00% | −2,985−12.2% | Reduced |
| Charles Schwab Investment Management Inc | 23,641 | $493.4K | 0.00% | +13+0.1% | Added |
| Bridgeway Capital Management, LLC | 26,100 | $544.7K | 0.01% | +800+3.2% | Added |
| Nuveen, LLC | 26,812 | $559.6K | 0.00% | +26,812 | New |
| Cary Street Partners Financial LLC | 33,477 | $698.7K | 0.02% | +200+0.6% | Added |
| Morgan Stanley | 33,642 | $702.1K | 0.00% | −8,937−21.0% | Reduced |
| Burke & Herbert Bank & Trust Co | 39,025 | $814.5K | 0.20% | −1,000−2.5% | Reduced |
| Fca Corp | 42,922 | $895.8K | 0.29% | −493−1.1% | Reduced |
| Renaissance Technologies LLC | 45,733 | $954.4K | 0.00% | +700+1.6% | Added |
| Trust Co of Virginia | 50,153 | $1.05M | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 70,517 | $1.47M | 0.00% | −2,136−2.9% | Reduced |
| Bank of New York Mellon Corp | 71,236 | $1.49M | 0.00% | −925−1.3% | Reduced |
| UBS Group AG | 79,498 | $1.66M | 0.00% | −6,526−7.6% | Reduced |
| North Star Investment Management Corp. | 92,000 | $1.92M | 0.14% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 95,130 | $1.99M | 1.24% | 00.0% | Unchanged |
| State Street Corp | 106,316 | $2.22M | 0.00% | +1,100+1.0% | Added |
| Dimensional Fund Advisors LP | 121,042 | $2.53M | 0.00% | +642+0.5% | Added |
| Cutter & CO Brokerage, Inc. | 147,854 | $3.09M | 0.73% | +10,857+7.9% | Added |
| Ancora Advisors, LLC | 164,734 | $3.44M | 0.08% | −2,532−1.5% | Reduced |
| Russell Investments Group, Ltd. | 194,570 | $4.06M | 0.01% | +14,724+8.2% | Added |
| Geode Capital Management, LLC | 196,693 | $4.11M | 0.00% | +2,212+1.1% | Added |
| Gabelli Funds LLC | 229,000 | $4.78M | 0.04% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 400,928 | $8.37M | 0.00% | +13,935+3.6% | Added |
| Gamco Investors, Inc. Et Al | 415,100 | $8.66M | 0.10% | +9,400+2.3% | Added |
| BlackRock, Inc. | 434,601 | $9.07M | 0.00% | −2,015−0.5% | Reduced |
| Vanguard Group Inc | 456,759 | $9.53M | 0.00% | +10,492+2.4% | Added |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |