Ranked by reported Q2 2026 13F market value
Share of total reported institutional value in RGCO held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 463K | $11.1M | +12.9% | 4.452% | 0.00% |
| 2 | BlackRock, Inc. | 427K | $10.2M | -0.4% | 4.106% | 0.00% |
| 3 | GAMCO INVESTORS, INC. ET AL | 408K | $9.8M | -2.0% | 3.924% | 0.09% |
| 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 | β | 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). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in RGCO β a direct measure of their conviction.
Filings activity in RGCO during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | +7.7% | 38.32% | +0.86 pp | $94M | +11% |
| Q1 2026 | 91 | +8.3% | 37.46% | +0.07 pp | $85M | +4.2% |
| Q4 2025 | 84 | +0.0% | 37.39% | 0.12 pp | $81M | 5.2% |
| Q3 2025 | 84 | +2.4% | 37.51% | +0.91 pp | $86M | +3.6% |
| Q2 2025 | 82 | +5.1% | 36.60% | +0.33 pp | $83M | +8.1% |
| Q1 2025 | 78 | +13% | 36.27% | +0.40 pp | $77M | +5.1% |
| Q4 2024 | 69 | 4.2% | 35.87% | 0.03 pp | $73M | 11% |
| Q3 2024 | 72 | β | 35.90% | β | $82M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying RGCO stock.
Based on Q2 2026 13F filings, institutional ownership of RGC Resources, Inc. stands at 38.3%, held across 98 reporting institutions.
AMERIPRISE FINANCIAL INC is the largest reported institutional holder of RGCO, with approximately 463,371 shares worth $0.01B as of Q2 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of RGCO, including RENAISSANCE TECHNOLOGIES LLC.
Our composite Smart Money Score for RGCO is 67 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
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