RGC Resources, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 428.87 K | $9.46 M | -2.95% | 4.20% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 416.90 K | $9.19 M | 0.87% | 4.08% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 410.29 K | $9.05 M | 0.71% | 4.01% |
| 05/15/2026 | 359.09 K | $7.92 M | 100.00% | 3.51% | |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 270.74 K | $5.97 M | 17.18% | 2.65% |
| GABELLI FUNDS LLC | 05/14/2026 | 230.30 K | $5.08 M | 0.57% | 2.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 198.10 K | $4.37 M | -0.77% | 1.94% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 192.96 K | $4.25 M | 9.36% | 1.89% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 137.53 K | $3.03 M | -1.19% | 1.35% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 126.93 K | $2.80 M | 2.57% | 1.24% |
| STATE STREET CORP | 05/15/2026 | 112.90 K | $2.49 M | 2.82% | 1.10% |
| 05/14/2026 | 94.50 K | $2.08 M | -0.53% | 0.92% | |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 92.00 K | $2.03 M | 0.00% | 0.90% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 67.87 K | $1.50 M | -2.61% | 0.66% |
| UBS GROUP AG | 05/05/2026 | 67.29 K | $1.48 M | -0.02% | 0.66% |
| NORTHERN TRUST CORP | 05/14/2026 | 64.72 K | $1.43 M | 5.97% | 0.63% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 52.13 K | $1.15 M | 100.00% | 0.51% |
| TRUST CO OF VIRGINIA /VA | 04/21/2026 | 49.25 K | $1.09 M | 0.00% | 0.48% |
| 05/08/2026 | 48.03 K | $1.06 M | 100.00% | 0.47% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 45.73 K | $1.01 M | -1.51% | 0.45% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 45.22 K | $997.13 K | -7.46% | 0.44% |
| FCA CORP /TX | 05/14/2026 | 42.77 K | $943.15 K | 1.89% | 0.42% |
| CARY STREET PARTNERS FINANCIAL LLC | 04/29/2026 | 29.21 K | $644.01 K | -5.05% | 0.29% |
| MORGAN STANLEY | 05/15/2026 | 28.41 K | $626.40 K | -15.26% | 0.28% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 28.34 K | $624.90 K | 94.68% | 0.28% |
| NUVEEN, LLC | 04/30/2026 | 27.06 K | $596.56 K | 0.91% | 0.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 26.10 K | $575.51 K | 0.00% | 0.26% |
| CERITY PARTNERS LLC | 05/15/2026 | 24.60 K | $542.47 K | 42.65% | 0.24% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 21.30 K | $469.67 K | -12.85% | 0.21% |
| BURKE & HERBERT BANK & TRUST CO | 05/08/2026 | 20.23 K | $445.96 K | 0.00% | 0.20% |
| MARTINGALE ASSET MANAGEMENT L P | 05/13/2026 | 17.74 K | $391.12 K | 0.00% | 0.17% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 16.14 K | $355.79 K | 0.06% | 0.16% |
| BOSTON PARTNERS | 05/11/2026 | 15.44 K | $340.34 K | 3.91% | 0.15% |
| BELPOINTE ASSET MANAGEMENT LLC | 04/28/2026 | 15.06 K | $332.12 K | -0.36% | 0.15% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 14.30 K | $316.00 K | 16.09% | 0.14% |
| FRUTH INVESTMENT MANAGEMENT | 04/21/2026 | 13.80 K | $304.00 K | 0.00% | 0.14% |
| HENNESSY ADVISORS INC | 04/21/2026 | 12.95 K | $285.64 K | -3.72% | 0.13% |
| COLONY GROUP, LLC | 05/15/2026 | 12.60 K | $277.83 K | 0.26% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 12.13 K | $267.47 K | 2.11% | 0.12% |
| BAILARD, INC. | 05/11/2026 | 11.53 K | $254.33 K | 0.00% | 0.11% |
| CREATIVE PLANNING | 05/12/2026 | 10.64 K | $234.52 K | 0.27% | 0.10% |
| PEAPACK GLADSTONE FINANCIAL CORP | 05/15/2026 | 10.19 K | $225.00 K | 100.00% | 0.10% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 10.12 K | $223.04 K | -14.66% | 0.10% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 10.07 K | $222.07 K | -0.82% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 9.57 K | $211.00 K | -4.26% | 0.09% |
| CITADEL ADVISORS LLC | 05/15/2026 | 9.43 K | $207.98 K | -56.88% | 0.09% |
| ADVISOR OS, LLC | 05/08/2026 | 9.37 K | $206.65 K | 100.00% | 0.09% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 9.13 K | $201.23 K | 100.00% | 0.09% |
| RHUMBLINE ADVISERS | 05/12/2026 | 7.03 K | $155.09 K | 1.28% | 0.07% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 5.50 K | $121.25 K | -1.49% | 0.05% |
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RGC Resources, Inc. institutional Ownership - FAQ's
During the previous two years, 120 institutional investors and hedge funds held shares of RGC Resources, Inc.. The most heavily invested institutionals were:
BlackRock, Inc.: 428,869
GAMCO INVESTORS, INC. ET AL: 416,900
AMERIPRISE FINANCIAL INC: 410,287
Russell Investments Group, Ltd.: 270,737
GABELLI FUNDS LLC: 230,300
GEODE CAPITAL MANAGEMENT, LLC: 198,098
39.49% of RGC Resources, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.94 M shares in the last 24 months. This purchase volume represents approximately $112.39 M in transactions.