RGC Resources Inc
RGCO- Exchange
- Nasdaq
- Industry
- Natural Gas Transmisison & Distribution
- SEC CIK
- 0001069533
In the last 90 days, RGC Resources Inc insiders filed 17 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, Q2 2026
Institutional positions in RGC Resources Inc as of Jun 30, 2026. 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
- 99
- +8 vs. Q1 2026
- Shares held
- 4.12M
- +89.5K (+2.2%) vs. Q1 2026
- Total value
- $98.6M
- +$9.60M (+10.8%) vs. Q1 2026
- New holders
- 9
- 35 more added
- Sold out
- 1
- 32 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding RGC Resources Inc; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 1 | $24 | 0.00% | +1 | New |
| True Wealth Design, LLC | 3 | $72 | 0.00% | −1−25.0% | Reduced |
| Optiver Holding B.V. | 4 | $96 | 0.00% | −64−94.1% | Reduced |
| Basecamp Wealth Advisors LLC | 5 | $120 | 0.00% | +3+150.0% | Added |
| Rothschild Investment LLC | 7 | $167 | 0.00% | +3+75.0% | Added |
| Farther Finance Advisors, LLC | 8 | $191 | 0.00% | +8 | New |
| IFP Advisors, Inc | 12 | $287 | 0.00% | +8+200.0% | Added |
| Rialto Wealth Management, LLC | 22 | $526 | 0.00% | +22 | New |
| Allworth Financial LP | 25 | $598 | 0.00% | +19+316.7% | Added |
| Essential Partners LLC | 26 | $621 | 0.00% | −13−33.3% | Reduced |
| Quarry LP | 30 | $717 | 0.00% | +30 | New |
| Bayban | 34 | $813 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 36 | $860 | 0.00% | +4+12.5% | Added |
| Northwestern Mutual Wealth Management Co | 44 | $1.05K | 0.00% | +44 | New |
| SBI Securities Co., Ltd. | 50 | $1.20K | 0.00% | −1−2.0% | Reduced |
| UBS Asset Management Americas Inc | 51 | $1.22K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 69 | $1.64K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 71 | $2.00K | 0.00% | −6−7.8% | Reduced |
| California State Teachers Retirement System | 116 | $2.77K | 0.00% | −332−74.1% | Reduced |
| Fifth Third Bancorp | 121 | $2.89K | 0.00% | −330−73.2% | Reduced |
| Sterling Capital Management LLC | 172 | $4.11K | 0.00% | −90−34.4% | Reduced |
| Salem Investment Counselors Inc | 191 | $4.57K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 273 | $6.53K | 0.00% | +257+1,606.3% | Added |
| GWM Advisors LLC | 300 | $7.17K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 327 | $7.82K | 0.00% | +327 | New |
| GAMMA Investing LLC | 475 | $11.4K | 0.00% | +43+10.0% | Added |
| FMR LLC | 624 | $14.9K | 0.00% | +87+16.2% | Added |
| Ameritas Investment Partners, Inc. | 661 | $15.8K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 666 | $15.9K | 0.00% | +600+909.1% | Added |
| Legal & General Group Plc | 765 | $18.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,122 | $26.8K | 0.00% | −841−42.8% | Reduced |
| New York State Common Retirement Fund | 1,270 | $30.4K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 1,455 | $34.8K | 0.00% | −586−28.7% | Reduced |
| Jones Financial Companies LLLP | 1,500 | $35.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,602 | $38.3K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,647 | $39.0K | 0.00% | +882+115.3% | Added |
| Nisa Investment Advisors, LLC | 2,124 | $50.8K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 2,270 | $54.3K | 0.00% | +399+21.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,751 | $65.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 3,461 | $82.7K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,540 | $84.2K | 0.00% | +163+4.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 3,926 | $93.8K | 0.00% | −5−0.1% | Reduced |
| Citigroup Inc | 3,957 | $94.6K | 0.00% | +3,570+922.5% | Added |
| MetLife Investment Management | 4,576 | $109.4K | 0.00% | +184+4.2% | Added |
| Los Angeles Capital Management LLC | 4,899 | $117.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,499 | $131.4K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 6,771 | $161.8K | 0.00% | −263−3.7% | Reduced |
| Deutsche Bank AG | 8,327 | $199.0K | 0.00% | +5,866+238.4% | Added |
| Squarepoint Ops LLC | 8,793 | $210.2K | 0.00% | −1,322−13.1% | Reduced |
| LPL Financial LLC | 9,107 | $217.7K | 0.00% | +9,107 | New |
| D.A. Davidson & Co. | 9,126 | $218.1K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 9,206 | $220.0K | 0.00% | −19,134−67.5% | Reduced |
| Advisor OS, LLC | 9,364 | $223.8K | 0.01% | −8−0.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,421 | $225.0K | 0.00% | −149−1.6% | Reduced |
| Peapack Gladstone Financial Corp | 10,225 | $244.0K | 0.00% | +35+0.3% | Added |
| Wells Fargo & Company | 10,213 | $244.1K | 0.00% | −35,008−77.4% | Reduced |
| Oppenheimer Asset Management Inc. | 10,357 | $247.5K | 0.00% | +10,357 | New |
| Creative Planning | 10,732 | $256.5K | 0.00% | +96+0.9% | Added |
| Bailard, Inc. | 11,534 | $275.7K | 0.01% | 00.0% | Unchanged |
| Boston Partners | 11,767 | $281.2K | 0.00% | −3,668−23.8% | Reduced |
| Envestnet Asset Management Inc | 11,813 | $282.3K | 0.00% | −317−2.6% | Reduced |
| Hennessy Advisors Inc | 13,754 | $328.7K | 0.01% | +800+6.2% | Added |
| Fruth Investment Management | 13,800 | $329.0K | 0.08% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 14,300 | $342.0K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 15,030 | $359.2K | 0.01% | −32−0.2% | Reduced |
| Citadel Advisors LLC | 15,695 | $375.1K | 0.00% | +6,263+66.4% | Added |
| Captrust Financial Advisors | 16,230 | $387.9K | 0.00% | +94+0.6% | Added |
| Martingale Asset Management L P | 17,738 | $423.9K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 17,744 | $424.1K | 0.00% | +7,673+76.2% | Added |
| UBS Group AG | 18,357 | $438.7K | 0.00% | −48,931−72.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 19,625 | $469.0K | 0.12% | −600−3.0% | Reduced |
| Colony Group, LLC | 20,204 | $482.9K | 0.00% | +7,604+60.3% | Added |
| Bridgeway Capital Management, LLC | 21,100 | $504.3K | 0.01% | −5,000−19.2% | Reduced |
| Charles Schwab Investment Management Inc | 24,510 | $585.8K | 0.00% | +3,210+15.1% | Added |
| Cerity Partners LLC | 24,719 | $590.8K | 0.00% | +117+0.5% | Added |
| Nuveen, LLC | 27,055 | $646.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 27,416 | $655.2K | 0.01% | −1,791−6.1% | Reduced |
| Morgan Stanley | 30,658 | $732.8K | 0.00% | +2,250+7.9% | Added |
| Renaissance Technologies LLC | 43,333 | $1.04M | 0.00% | −2,400−5.2% | Reduced |
| Fca Corp | 44,941 | $1.07M | 0.26% | +2,168+5.1% | Added |
| Trust Co of Virginia | 49,253 | $1.18M | 0.09% | 00.0% | Unchanged |
| Vanguard Fiduciary Trust Co | 52,597 | $1.26M | 0.00% | +471+0.9% | Added |
| Vanguard Portfolio Management LLC | 57,434 | $1.37M | 0.00% | +9,404+19.6% | Added |
| Northern Trust Corp | 71,308 | $1.70M | 0.00% | +6,586+10.2% | Added |
| Bank of New York Mellon Corp | 71,859 | $1.72M | 0.00% | +3,986+5.9% | Added |
| Raymond James Financial Inc | 73,954 | $1.77M | 0.00% | +73,954 | New |
| North Star Investment Management Corp. | 90,000 | $2.15M | 0.12% | −2,000−2.2% | Reduced |
| Teton Advisors, LLC | 94,500 | $2.26M | 1.31% | 00.0% | Unchanged |
| State Street Corp | 112,841 | $2.70M | 0.00% | −58−0.1% | Reduced |
| Dimensional Fund Advisors LP | 127,912 | $3.06M | 0.00% | +981+0.8% | Added |
| Ancora Advisors, LLC | 136,893 | $3.27M | 0.06% | −636−0.5% | Reduced |
| Prospera Financial Services Inc | 189,851 | $4.54M | 0.07% | −3,108−1.6% | Reduced |
| Geode Capital Management, LLC | 218,411 | $5.22M | 0.00% | +20,313+10.3% | Added |
| Gabelli Funds LLC | 235,800 | $5.64M | 0.04% | +5,500+2.4% | Added |
| Russell Investments Group, Ltd. | 258,018 | $6.17M | 0.01% | −12,719−4.7% | Reduced |
| Vanguard Capital Management LLC | 361,480 | $8.64M | 0.00% | +2,394+0.7% | Added |
| Gamco Investors, Inc. Et Al | 408,400 | $9.76M | 0.09% | −8,500−2.0% | Reduced |
| BlackRock, Inc. | 427,306 | $10.2M | 0.00% | −1,563−0.4% | Reduced |
| Ameriprise Financial Inc | 463,371 | $11.1M | 0.00% | +53,084+12.9% | Added |
| MAI Capital Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |