| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 361K | $8.6M | +0.7% | 3.473% | 0.00% |
| 5 | Russell Investments Group, Ltd. | 258K | $6.2M | -4.7% | 2.479% | 0.01% |
| 6 | GABELLI FUNDS LLC | 236K | $5.6M | +2.4% | 2.266% | 0.04% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 218K | $5.2M | +10.3% | 2.099% | 0.00% |
| 8 | Prospera Financial Services Inc | 190K | $4.5M | -1.6% | 1.824% | 0.07% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 128K | $3.1M | +0.8% | 1.229% | 0.00% |
| 10 | STATE STREET CORP | 113K | $2.7M | -0.1% | 1.084% | 0.00% |
| 11 | Teton Advisors, LLC | 95K | $2.3M | 0.0% | 0.908% | 1.31% |
| 12 | North Star Investment Management Corp. | 90K | $2.2M | -2.2% | 0.865% | 0.12% |
| 13 | RAYMOND JAMES FINANCIAL INC | 74K | $1.8M | — | 0.711% | 0.00% |
| 14 | Bank of New York Mellon Corp | 72K | $1.7M | +5.9% | 0.691% | 0.00% |
| 15 | NORTHERN TRUST CORP | 71K | $1.7M | +10.2% | 0.685% | 0.00% |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 57K | $1.4M | +19.6% | 0.552% | 0.00% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 53K | $1.3M | +0.9% | 0.505% | 0.00% |
| 18 | TCV Trust & Wealth Management, Inc. | 49K | $1.2M | 0.0% | 0.473% | 0.09% |
| 19 | FCA CORP /TX | 45K | $1.1M | +5.1% | 0.432% | 0.26% |
| 20 | RENAISSANCE TECHNOLOGIES LLC | 43K | $1.0M | -5.3% | 0.416% | 0.00% |
| 21 | MORGAN STANLEY | 31K | $733K | +7.9% | 0.295% | 0.00% |
| 22 | CARY STREET PARTNERS FINANCIAL LLC | 27K | $655K | -6.1% | 0.263% | 0.01% |
| 23 | Nuveen, LLC | 27K | $647K | 0.0% | 0.260% | 0.00% |
| 24 | Cerity Partners LLC | 25K | $591K | +0.5% | 0.237% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 25K | $586K | +15.1% | 0.235% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in RGCO — a direct measure of their conviction.
| 36.27% |
| +0.40 pp |
| $77M |
| +5.1% |
| Q4 2024 | 69 | 4.2% | 35.87% | 0.03 pp | $73M | 11% |
| Q3 2024 | 72 | — | 35.90% | — | $82M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
9 institutions opened new positions in RGCO during Q2 2026, while 1 fully exited. 73 added to existing positions and 14 trimmed.
RGCO institutional ownership rose by 0.86 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 71.1% of all reported 13F value in RGCO, and the top 25 account for 91.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
RGC Resources, Inc. (RGCO) Institutional Ownership