RGC Resources, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 463.37 K | $11.07 M | 12.94% | 4.51% |
| BLACKROCK, INC. | 08/07/2026 | 427.31 K | $10.21 M | -0.36% | 4.16% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 408.40 K | $9.76 M | -2.04% | 3.97% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 361.48 K | $8.64 M | 0.67% | 3.52% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 258.02 K | $6.17 M | -4.70% | 2.51% |
| GABELLI FUNDS LLC | 08/12/2026 | 235.80 K | $5.64 M | 2.39% | 2.29% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 218.41 K | $5.22 M | 10.25% | 2.13% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 189.85 K | $4.54 M | -1.61% | 1.85% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 136.89 K | $3.27 M | -0.46% | 1.33% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 127.91 K | $3.06 M | 0.77% | 1.24% |
| STATE STREET CORP | 09/22/2026 | 112.84 K | $2.70 M | -0.05% | 1.10% |
| TETON ADVISORS, LLC | 08/12/2026 | 94.50 K | $2.26 M | 0.00% | 0.92% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 90.00 K | $2.15 M | -2.17% | 0.88% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 73.95 K | $1.77 M | 100.00% | 0.72% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 71.86 K | $1.72 M | 5.87% | 0.70% |
| NORTHERN TRUST CORP | 08/13/2026 | 71.31 K | $1.70 M | 10.18% | 0.69% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 57.43 K | $1.37 M | 19.58% | 0.56% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 52.60 K | $1.26 M | 0.90% | 0.51% |
| TRUST CO OF VIRGINIA /VA | 07/24/2026 | 49.25 K | $1.18 M | 0.00% | 0.48% |
| FCA CORP /TX | 08/11/2026 | 44.94 K | $1.07 M | 5.07% | 0.44% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 43.33 K | $1.04 M | -5.25% | 0.42% |
| MORGAN STANLEY | 08/13/2026 | 30.66 K | $732.75 K | 7.92% | 0.30% |
| CARY STREET PARTNERS FINANCIAL LLC | 07/17/2026 | 27.42 K | $655.24 K | -6.13% | 0.27% |
| NUVEEN, LLC | 08/11/2026 | 27.06 K | $646.62 K | 0.00% | 0.26% |
| CERITY PARTNERS LLC | 08/14/2026 | 24.72 K | $590.78 K | 0.48% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 24.51 K | $585.79 K | 15.07% | 0.24% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 24.51 K | $585.79 K | 100.00% | 0.24% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 21.10 K | $504.29 K | -19.16% | 0.21% |
| COLONY GROUP, LLC | 08/12/2026 | 20.20 K | $482.88 K | 60.35% | 0.20% |
| BURKE & HERBERT BANK & TRUST CO | 08/07/2026 | 19.63 K | $469.04 K | -2.97% | 0.19% |
| UBS GROUP AG | 08/13/2026 | 18.36 K | $438.73 K | -72.72% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 17.74 K | $424.09 K | 76.19% | 0.17% |
| MARTINGALE ASSET MANAGEMENT L P | 08/13/2026 | 17.74 K | $423.94 K | 0.00% | 0.17% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 16.23 K | $387.91 K | 0.58% | 0.16% |
| CITADEL ADVISORS LLC | 09/02/2026 | 15.70 K | $375.11 K | 66.40% | 0.15% |
| BELPOINTE ASSET MANAGEMENT LLC | 07/31/2026 | 15.03 K | $359.22 K | -0.21% | 0.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 08/14/2026 | 14.30 K | $342.00 K | 0.00% | 0.14% |
| FRUTH INVESTMENT MANAGEMENT | 07/10/2026 | 13.80 K | $329.00 K | 0.00% | 0.13% |
| HENNESSY ADVISORS INC | 07/16/2026 | 13.75 K | $328.72 K | 6.18% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 09/23/2026 | 11.81 K | $282.34 K | -2.61% | 0.12% |
| BOSTON PARTNERS | 08/04/2026 | 11.77 K | $281.23 K | -23.76% | 0.11% |
| BAILARD, INC. | 07/30/2026 | 11.53 K | $275.66 K | 0.00% | 0.11% |
| CREATIVE PLANNING | 08/13/2026 | 10.73 K | $256.50 K | 0.90% | 0.10% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 08/03/2026 | 10.36 K | $247.53 K | 100.00% | 0.10% |
| PEAPACK GLADSTONE FINANCIAL CORP | 08/14/2026 | 10.23 K | $244.00 K | 0.34% | 0.10% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 10.21 K | $244.10 K | -77.42% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 9.42 K | $225.00 K | -1.56% | 0.09% |
| ADVISOR OS, LLC | 08/05/2026 | 9.36 K | $223.80 K | -0.09% | 0.09% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 9.21 K | $220.02 K | -67.52% | 0.09% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 9.13 K | $218.11 K | 0.00% | 0.09% |
RGC Resources, Inc. institutional Ownership - FAQ's
During the previous two years, 131 institutional investors and hedge funds held shares of RGC Resources, Inc.. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 463,371
BlackRock, Inc.: 427,306
GAMCO INVESTORS, INC. ET AL: 408,400
VANGUARD CAPITAL MANAGEMENT LLC: 361,480
Russell Investments Group, Ltd.: 258,018
GABELLI FUNDS LLC: 235,800
40.39% of RGC Resources, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 5.56 M shares in the last 24 months. This purchase volume represents approximately $126.41 M in transactions.