RGCO Institutional Ownership & Shareholders
RGC RESOURCES INC (RGCO) is currently held by 96 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $97.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Ameriprise Financial Inc is currently the largest disclosed institutional shareholder of RGCO tracked by InsiderSet, reporting ownership valued at approximately $11.07M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $10.68M, representing an estimated loss of -3.60% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% of the total disclosed RGCO value among the investors covered in this analysis. Major shareholders include Ameriprise Financial Inc, Blackrock, Inc., Gamco Investors, Inc. Et Al, and several other long-term asset managers with concentrated positions in RGC RESOURCES INC (RGCO).
This page ranks the largest institutional RGCO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
96
Total Reported Value
$97.12M
Largest Holder
Ameriprise Financial Inc
Largest Position
$11.07M
Insider Transactions (90d)
38
Latest Filing Quarter
Q2 2026
New Institutional Positions
110
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ameriprise Financial Inc | 0.00% | 463,371 | $11,074,567 | $10,676,068 | -$398,499 | -3.60% | |
| Blackrock, Inc. | 0.00% | 427,306 | $10,212,613 | $9,845,130 | -$367,483 | -3.60% | |
| Gamco Investors, Inc. Et Al | 0.09% | 408,400 | $9,760,760 | $9,409,536 | -$351,224 | -3.60% | |
| Vanguard Capital Management Llc | 0.00% | 361,480 | $8,639,372 | $8,328,499 | -$310,873 | -3.60% | |
| Russell Investments Group, Ltd. | 0.01% | 258,018 | $6,166,628 | $5,944,735 | -$221,893 | -3.60% | |
| Gabelli Funds Llc | 0.04% | 235,800 | $5,635,620 | $5,432,832 | -$202,788 | -3.60% | |
| Geode Capital Management, Llc | 0.00% | 218,411 | $5,220,871 | $5,032,189 | -$188,682 | -3.61% | |
| Prospera Financial Services Inc | 0.07% | 189,851 | $4,537,626 | $4,374,167 | -$163,459 | -3.60% | |
| Ancora Advisors Llc | 0.06% | 136,893 | $3,271,743 | $3,154,015 | -$117,728 | -3.60% | |
| Dimensional Fund Advisors Lp | 0.00% | 127,912 | $3,057,058 | $2,947,092 | -$109,966 | -3.60% | |
| State Street Corp | 0.00% | 112,841 | $2,696,900 | $2,599,857 | -$97,043 | -3.60% | |
| Teton Advisors, Llc | 1.31% | 94,500 | $2,258,550 | $2,177,280 | -$81,270 | -3.60% | |
| North Star Investment Management Corp. | 0.10% | 90,000 | $1,914,300 | $2,073,600 | +$159,300 | +8.32% | |
| Raymond James Financial Inc | 0.00% | 73,954 | $1,767,500 | $1,703,900 | -$63,600 | -3.60% | |
| Bank Of New York Mellon Corp | 0.00% | 71,859 | $1,717,422 | $1,655,631 | -$61,791 | -3.60% | |
| Northern Trust Corp | 0.00% | 71,308 | $1,704,261 | $1,642,936 | -$61,325 | -3.60% | |
| Vanguard Portfolio Management Llc | 0.00% | 57,434 | $1,372,673 | $1,323,279 | -$49,394 | -3.60% | |
| Vanguard Fiduciary Trust Co | 0.00% | 52,597 | $1,257,068 | $1,211,835 | -$45,233 | -3.60% | |
| Fca Corp | 0.26% | 44,941 | $1,074,085 | $1,035,441 | -$38,644 | -3.60% | |
| Tcv Trust & Wealth Management, Inc. | 0.08% | 49,253 | $1,047,610 | $1,134,789 | +$87,179 | +8.32% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 43,333 | $1,035,659 | $998,392 | -$37,267 | -3.60% |
| Morgan Stanley | 0.00% | 30,658 | $732,750 | $706,360 | -$26,390 | -3.60% | |
| Cary Street Partners Financial Llc | 0.01% | 27,416 | $655,242 | $631,665 | -$23,577 | -3.60% | |
| Nuveen, Llc | 0.00% | 27,055 | $646,615 | $623,347 | -$23,268 | -3.60% | |
| Cerity Partners Llc | 0.00% | 24,719 | $590,784 | $569,526 | -$21,258 | -3.60% | |
| Charles Schwab Investment Management Inc | 0.00% | 24,510 | $585,789 | $564,710 | -$21,079 | -3.60% | |
| Bridgeway Capital Management, Llc | 0.01% | 21,100 | $504,290 | $486,144 | -$18,146 | -3.60% | |
| Focus Partners Wealth | 0.00% | 20,204 | $482,876 | $465,500 | -$17,376 | -3.60% | |
| Burke & Herbert Bank & Trust Co | 0.12% | 19,625 | $469,038 | $452,160 | -$16,878 | -3.60% | |
| Ubs Group Ag | 0.00% | 18,357 | $438,732 | $422,945 | -$15,787 | -3.60% | |
| Aqr Capital Management Llc | 0.00% | 17,744 | $424,085 | $408,822 | -$15,263 | -3.60% | |
| Martingale Asset Management L P | 0.01% | 17,738 | $423,939 | $408,684 | -$15,255 | -3.60% | |
| Captrust Financial Advisors | 0.00% | 16,230 | $387,909 | $373,939 | -$13,970 | -3.60% | |
| Citadel Advisors Llc | 0.00% | 15,695 | $375,111 | $361,613 | -$13,498 | -3.60% | |
| Ntv Asset Management Llc | 0.03% | 17,000 | $361,590 | $391,680 | +$30,090 | +8.32% | |
| Belpointe Asset Management Llc | 0.01% | 15,030 | $359,222 | $346,291 | -$12,931 | -3.60% | |
| Price T Rowe Associates Inc | 0.00% | 14,300 | $342,000 | $329,472 | -$12,528 | -3.66% | |
| Hennessy Advisors Inc | 0.01% | 13,754 | $292,548 | $316,892 | +$24,344 | +8.32% | |
| Envestnet Asset Management Inc | 0.00% | 11,813 | $282,342 | $272,172 | -$10,170 | -3.60% | |
| Boston Partners | 0.00% | 11,767 | $281,230 | $271,112 | -$10,118 | -3.60% | |
| Bailard, Inc. | 0.00% | 11,534 | $245,328 | $265,743 | +$20,415 | +8.32% | |
| Wells Fargo & Company/Mn | 0.00% | 10,213 | $244,097 | $235,308 | -$8,789 | -3.60% | |
| Peapack Gladstone Financial Corp | 0.00% | 10,225 | $244,000 | $235,584 | -$8,416 | -3.45% | |
| Advisor Os, Llc | 0.01% | 9,364 | $223,800 | $215,747 | -$8,053 | -3.60% | |
| Goldman Sachs Group Inc | 0.00% | 9,206 | $220,023 | $212,106 | -$7,917 | -3.60% | |
| Lpl Financial Llc | 0.00% | 9,107 | $217,654 | $209,825 | -$7,829 | -3.60% | |
| Squarepoint Ops Llc | 0.00% | 8,793 | $210,153 | $202,591 | -$7,562 | -3.60% | |
| Deutsche Bank Ag\ | 0.00% | 8,327 | $199,015 | $191,854 | -$7,161 | -3.60% | |
| Rhumbline Advisers | 0.00% | 6,771 | $161,820 | $156,004 | -$5,816 | -3.59% | |
| Los Angeles Capital Management Llc | 0.00% | 4,899 | $117,086 | $112,873 | -$4,213 | -3.60% |
Frequently asked questions about RGCO
Who are the largest institutional holders of RGCO?
The largest institutional holders of RGCO reported in the latest SEC Form 13F filings include Ameriprise Financial Inc, Blackrock, Inc., Gamco Investors, Inc. Et Al, Vanguard Capital Management Llc, and Russell Investments Group, Ltd.. InsiderSet ranks institutional holders by their latest reported RGCO position.
What is RGCO institutional ownership?
This page tracks RGCO positions reported by institutional investment managers through SEC Form 13F. RGC RESOURCES INC (RGCO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own RGCO?
InsiderSet currently tracks 96 institutional managers reporting RGCO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of RGCO shareholders.
How much RGCO stock do institutions own?
Institutional investment managers disclosed approximately $97.12M in RGCO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was RGCO institutional ownership last updated?
The latest RGCO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional RGCO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its RGCO position after the reporting date.
Are institutions buying or selling RGCO?
Institutional buying and selling can be analyzed by comparing RGCO positions across consecutive 13F reporting periods. InsiderSet's RGCO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View RGCO ownership changes.
How has RGCO institutional ownership changed over time?
InsiderSet tracks RGCO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.