RGC Resources, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 448.33 K | $9.55 M | 1.40% | 4.39% |
| BLACKROCK, INC. | 02/12/2026 | 441.90 K | $9.41 M | 1.51% | 4.32% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 413.30 K | $8.80 M | -0.07% | 4.01% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 407.41 K | $8.68 M | 1.74% | 3.99% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 231.05 K | $4.92 M | -0.99% | 2.26% |
| GABELLI FUNDS LLC | 02/05/2026 | 229.00 K | $4.88 M | 0.00% | 2.22% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 199.64 K | $4.25 M | 0.74% | 1.95% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 176.44 K | $3.76 M | 3.78% | 1.73% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 139.19 K | $2.96 M | 0.00% | 1.36% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 123.76 K | $2.64 M | 0.07% | 1.21% |
| STATE STREET CORP | 02/13/2026 | 109.80 K | $2.34 M | 1.76% | 1.07% |
| 02/05/2026 | 95.00 K | $2.02 M | -1.04% | 0.92% | |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 92.00 K | $1.96 M | 0.00% | 0.89% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 69.69 K | $1.48 M | -3.00% | 0.68% |
| UBS GROUP AG | 01/29/2026 | 67.30 K | $1.43 M | -6.15% | 0.66% |
| NORTHERN TRUST CORP | 02/17/2026 | 61.08 K | $1.30 M | -8.34% | 0.60% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 48.87 K | $1.04 M | 9.64% | 0.48% |
| TRUST CO OF VIRGINIA /VA | 01/23/2026 | 49.25 K | $1.05 M | -1.20% | 0.48% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 46.43 K | $989.02 K | -1.28% | 0.45% |
| FCA CORP /TX | 02/11/2026 | 41.98 K | $894.13 K | -4.20% | 0.41% |
| MORGAN STANLEY | 02/13/2026 | 33.52 K | $714.06 K | 11.52% | 0.33% |
| CARY STREET PARTNERS FINANCIAL LLC | 02/09/2026 | 30.76 K | $655.19 K | -3.32% | 0.30% |
| NUVEEN, LLC | 02/12/2026 | 26.81 K | $571.10 K | 0.00% | 0.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 26.10 K | $555.93 K | 0.00% | 0.26% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 24.44 K | $520.59 K | 0.00% | 0.24% |
| CITADEL ADVISORS LLC | 02/17/2026 | 21.87 K | $465.92 K | 12.30% | 0.21% |
| BURKE & HERBERT BANK & TRUST CO | 02/12/2026 | 20.23 K | $430.79 K | -48.17% | 0.20% |
| MARTINGALE ASSET MANAGEMENT L P | 02/13/2026 | 17.74 K | $377.82 K | 3.60% | 0.17% |
| CERITY PARTNERS LLC | 02/11/2026 | 17.25 K | $367.34 K | -21.01% | 0.17% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 16.13 K | $343.51 K | -0.06% | 0.16% |
| BELPOINTE ASSET MANAGEMENT LLC | 01/27/2026 | 15.12 K | $321.99 K | 0.47% | 0.15% |
| BOSTON PARTNERS | 02/13/2026 | 14.85 K | $316.39 K | 2.54% | 0.15% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 14.56 K | $310.06 K | 9.00% | 0.14% |
| FRUTH INVESTMENT MANAGEMENT | 01/26/2026 | 13.80 K | $293.00 K | 0.00% | 0.13% |
| HENNESSY ADVISORS INC | 01/27/2026 | 13.45 K | $286.57 K | 0.00% | 0.13% |
| BARCLAYS PLC | 02/13/2026 | 12.99 K | $276.58 K | 11.01% | 0.13% |
| COLONY GROUP, LLC | 02/13/2026 | 12.57 K | $267.68 K | 0.10% | 0.12% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 12.32 K | $263.00 K | 0.00% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 11.88 K | $253.03 K | -5.75% | 0.12% |
| SQUAREPOINT OPS LLC | 02/13/2026 | 11.85 K | $252.45 K | -38.89% | 0.12% |
| BAILARD, INC. | 02/04/2026 | 11.53 K | $245.67 K | -8.46% | 0.11% |
| GSA CAPITAL PARTNERS LLP | 02/06/2026 | 11.49 K | $245.00 K | 2.28% | 0.11% |
| CREATIVE PLANNING | 02/17/2026 | 10.61 K | $225.93 K | 0.05% | 0.10% |
| JPMORGAN CHASE & CO | 02/11/2026 | 10.58 K | $225.27 K | -16.58% | 0.10% |
| CLEARSTEAD ADVISORS, LLC | 02/09/2026 | 10.30 K | $219.48 K | 100.00% | 0.10% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 10.15 K | $216.28 K | -16.71% | 0.10% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 9.93 K | $211.51 K | 100.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 10.00 K | $213.00 K | 3.65% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 9.66 K | $205.84 K | -7.59% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 9.66 K | $205.76 K | 40.26% | 0.09% |
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RGC Resources, Inc. institutional Ownership - FAQ's
During the previous two years, 121 institutional investors and hedge funds held shares of RGC Resources, Inc.. The most heavily invested institutionals were:
Russell Investments Group, Ltd.: 270,737
Prospera Financial Services Inc: 192,959
DIMENSIONAL FUND ADVISORS LP: 126,931
North Star Investment Management Corp.: 92,000
Bank of New York Mellon Corp: 67,873
UBS Group AG: 67,288
39.26% of RGC Resources, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.04 M shares in the last 24 months. This purchase volume represents approximately $114.61 M in transactions.