ONE Gas, Inc. (OGS) shareholders
OGSNYSENatural Gas DistributionFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 3, 2026Score 9/307% above fair value
$82.59+0.22 (+0.27%)
Close on Nov 12, 2026Market cap $5.19BP/E 17.8Yield 3.24%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
93.1%
59M of 63M shares
Institutional holders
431
58 new, 49 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $396.41K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,675,382 | 13.80% | 13G (passive) amendment | Sep 30, 2026 |
| American Century Companies, Inc. Joint filing with American Century Investment Management, Inc. (6.60%), Stowers Institute for Medical Research (6.60%) | 3,972,412 | 6.60% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 3,613,028 | 5.76% | 13G (passive) | Mar 31, 2026 |
| American Century Investment Management, Inc. Joint filing with American Century Companies, Inc. (5.40%), Stowers Institute for Medical Research (5.40%) | 3,375,393 | 5.40% | 13G (passive) amendment | Mar 31, 2026 |
| State Street Corporation | 3,268,798 | 5.20% | 13G (passive) | Jun 30, 2026 |
| Vanguard Capital Management | 3,259,393 | 5.19% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of OGS | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9,099,077 | 14.48% | $701.27M | −15,999 | 0.01% |
| Vanguard Portfolio Management LLC | 3,716,434 | 5.91% | $286.43M | +126,441 | 0.01% |
| American Century Companies Inc | 3,543,229 | 5.64% | $273.08M | +167,836 | 0.12% |
| State Street Corp | 3,268,798 | 5.20% | $251.93M | +231,913 | 0.01% |
| Vanguard Capital Management LLC | 2,821,399 | 4.49% | $217.45M | +45,394 | 0.00% |
| Geode Capital Management, LLC | 1,957,673 | 3.11% | $150.90M | +376,808 | 0.01% |
| T. Rowe Price Investment Management, Inc. | 1,858,002 | 2.96% | $143.20M | −3,960 | 0.09% |
| Energy Income Partners, LLC | 1,763,956 | 2.81% | $135.95M | +432,880 | 2.14% |
| Alliancebernstein L.P. | 1,484,889 | 2.36% | $127.89M | −30,946 | 0.04% |
| Aqr Capital Management LLC | 1,119,752 | 1.78% | $86.30M | +613,651 | 0.03% |
| Earnest Partners LLC | 1,110,347 | 1.77% | $85.57M | −42,781 | 0.31% |
| Boston Trust Walden Corp | 1,045,444 | 1.66% | $80.57M | −40,815 | 0.61% |
| Dimensional Fund Advisors LP | 1,030,076 | 1.64% | $79.39M | +18,693 | 0.01% |
| Morgan Stanley | 1,022,683 | 1.63% | $78.82M | +139,084 | 0.00% |
| Norges Bank | 879,121 | 1.40% | $67.75M | New | 0.01% |
| Northern Trust Corp | 845,290 | 1.34% | $65.15M | +116,423 | 0.01% |
| Goldman Sachs Group Inc | 807,222 | 1.28% | $62.21M | −137,569 | 0.01% |
| Qube Research & Technologies Ltd | 794,066 | 1.26% | $61.20M | −72,176 | 0.06% |
| Charles Schwab Investment Management Inc | 766,365 | 1.22% | $59.06M | +10,913 | 0.01% |
| Bank of New York Mellon Corp | 730,608 | 1.16% | $56.31M | −33,269 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 431 | 59M | 93.1% | 58 / 181 | 110 / 49 | 7M | 5M |
| Q1 2026 | 429 | 56M | 89.6% | 65 / 149 | 129 / 35 | 10M | 5M |
| Q4 2025 | 404 | 58M | 92.8% | 55 / 123 | 147 / 36 | 6M | 3M |
| Q3 2025 | 392 | 56M | 89.0% | 44 / 137 | 130 / 32 | 3M | 4M |
| Q2 2025 | 385 | 57M | 91.2% | 56 / 149 | 108 / 46 | 6M | 4M |
| Q1 2025 | 379 | 55M | 87.8% | 59 / 126 | 113 / 32 | 4M | 2M |
| Q4 2024 | 356 | 54M | 86.5% | 52 / 120 | 97 / 27 | 3M | 4M |
| Q3 2024 | 336 | 55M | 87.4% | 42 / 108 | 113 / 34 | 13M | 3M |
| Q2 2024 | 331 | 53M | 84.8% | 33 / 108 | 121 / 39 | 4M | 4M |
| Q1 2024 | 342 | 54M | 86.3% | 38 / 137 | 110 / 31 | 5M | 5M |
| Q4 2023 | 335 | 55M | 86.8% | 45 / 118 | 107 / 56 | 6M | 3M |
| Q3 2023 | 351 | 52M | 82.2% | 40 / 113 | 129 / 26 | 3M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
382 funds held OGS in Q2 2026, 55% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of OGS | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 2,145,847 | 3.41% | $165.38M | 0.13% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,991,022 | 3.17% | $153.45M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,638,254 | 2.61% | $126.26M | 0.15% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,440,205 | 2.29% | $111.00M | 0.06% | Jun 30, 2026 |
| First Trust North American Energy Infrastructure Fund | 1,160,632 | 1.85% | $90.12M | 2.18% | Jul 31, 2026 |
| Mid Cap Value Fund | 1,026,872 | 1.63% | $79.14M | 1.40% | Jun 30, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 1,007,898 | 1.60% | $77.68M | 0.73% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 911,800 | 1.45% | $70.27M | 0.10% | Jun 30, 2026 |
| Equity Income Fund | 909,140 | 1.45% | $70.07M | 1.09% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 719,197 | 1.14% | $55.43M | 0.06% | Jun 30, 2026 |
| Franklin Utilities Fund | 700,000 | 1.11% | $53.95M | 0.71% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 697,733 | 1.11% | $54.18M | 0.16% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF | 610,574 | 0.97% | $47.06M | 0.22% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 603,769 | 0.96% | $46.53M | 0.32% | Jun 30, 2026 |
| Harbor Small Cap Value Fund | 514,445 | 0.82% | $39.95M | 1.59% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robert S. McAnnally | See Remarks, Director | 56,005 | 0.09% | Feb 19, 2026 |
| Brian F. Brumfield | See Remarks | 3,680 | 0.01% | Feb 25, 2026 |
| Curtis Dinan | See Remarks | 147,172 | 0.23% | Feb 19, 2026 |
| William Kent Shortridge | See Remarks | 13,391 | 0.02% | Feb 19, 2026 |
| Regina Gregory | See Remarks | – | – | Feb 19, 2026 |
| Angela Kouplen | See Remarks | 2,439 | 0.00% | Feb 19, 2026 |
| Mark A. Bender | See Remarks | 29,851 | 0.05% | Feb 19, 2026 |
| Christopher P. Sighinolfi | See Remarks | 5,116 | 0.01% | Feb 19, 2026 |
| Nickolas Stavropoulos | Director | – | – | Aug 13, 2026 |
| Pattye L. Moore | Director | 6,138 | 0.01% | Jun 4, 2026 |
| John William Gibson | Director | 563,567 | 0.90% | Jun 4, 2026 |
| Deborah Hersman | Director | – | – | May 26, 2026 |
| Yves C. Siegel | Director | – | – | May 26, 2026 |
| Eduardo A. Rodriguez | Director | 14,637 | 0.02% | May 26, 2026 |
| Sanjay D. Meshri | Director | 5,293 | 0.01% | May 26, 2026 |
| Tracy E. Hart | Director | 11,402 | 0.02% | May 26, 2026 |
| Michael G. Hutchinson | Director | 16,331 | 0.03% | May 26, 2026 |
| Joseph L. McCormick | – | 79,877 | 0.13% | Jun 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph L. McCormick – | Jun 9, 2026 | Option exercise | +1,272.86 | $76.00 | $96.74K | 76,180 |
| Joseph L. McCormick – | Jun 9, 2026 | Option exercise | +1,230.16 | $76.00 | $93.49K | 76,852 |
| Joseph L. McCormick – | Jun 9, 2026 | Tax withholding | −539.42 | $76.00 | $41.00K | 76,312 |
| Joseph L. McCormick – | Jun 9, 2026 | Option exercise | +824.51 | $76.00 | $62.66K | 77,137 |
| Joseph L. McCormick – | Jun 9, 2026 | Tax withholding | −558.15 | $76.00 | $42.42K | 75,622 |
| Joseph L. McCormick – | Jun 9, 2026 | Tax withholding | −361.55 | $76.00 | $27.48K | 76,775 |
| John William Gibson Director | Jun 3, 2026 | Option exercise | +19,976 | $77.47 | $1.55M | 292,670 |
| Pattye L. Moore Director | Jun 3, 2026 | Option exercise | +5,638 | $77.47 | $436.78K | 6,088 |
| Michael G. Hutchinson Director | May 21, 2026 | Award | +1,700 | $82.35 | $140.00K | 16,331 |
| Sanjay D. Meshri Director | May 21, 2026 | Award | +1,700 | $82.35 | $140.00K | 5,293 |
| Eduardo A. Rodriguez Director | May 21, 2026 | Award | +1,275 | $82.35 | $105.00K | 14,637 |
| Tracy E. Hart Director | May 21, 2026 | Award | +1,700 | $82.35 | $140.00K | 11,302 |
| Eduardo A. Rodriguez Director | Mar 6, 2026 | Sale | −850 | $86.34 | $73.39K | 13,362 |
| Brian F. Brumfield See Remarks | Feb 24, 2026 | Sale | −1,000 | $86.44 | $86.44K | 2,246 |
| Angela Kouplen See Remarks | Feb 16, 2026 | Option exercise | +2,182.77 | $86.04 | $187.81K | 2,439 |
| Angela Kouplen See Remarks | Feb 16, 2026 | Tax withholding | −1,000.11 | $86.04 | $86.05K | 1,439 |
| Curtis Dinan See Remarks | Feb 16, 2026 | Tax withholding | −2,437.54 | $86.04 | $209.73K | 141,263 |
| Curtis Dinan See Remarks | Feb 16, 2026 | Option exercise | +5,394.67 | $86.04 | $464.16K | 143,701 |
| Mark A. Bender See Remarks | Feb 16, 2026 | Option exercise | +2,697.34 | $86.04 | $232.08K | 29,851 |
| Mark A. Bender See Remarks | Feb 16, 2026 | Tax withholding | −1,268.17 | $86.04 | $109.11K | 28,582 |
| Joseph L. McCormick See Remarks | Feb 16, 2026 | Option exercise | +3,803.8 | $86.04 | $327.28K | 76,515 |
| Joseph L. McCormick See Remarks | Feb 16, 2026 | Tax withholding | −1,608.29 | $86.04 | $138.38K | 74,907 |
| Christopher P. Sighinolfi See Remarks | Feb 16, 2026 | Option exercise | +1,361.82 | – | – | 4,186 |
| Christopher P. Sighinolfi See Remarks | Feb 16, 2026 | Tax withholding | −61.53 | $86.04 | $5.29K | 4,125 |
| Robert S. McAnnally See Remarks, Director | Feb 16, 2026 | Tax withholding | −8,410.29 | $86.04 | $723.62K | 56,005 |
| Robert S. McAnnally See Remarks, Director | Feb 16, 2026 | Option exercise | +19,088.38 | $86.04 | $1.64M | 64,415 |
| William Kent Shortridge See Remarks | Feb 16, 2026 | Option exercise | +1,659.64 | $86.04 | $142.80K | 12,116 |
| William Kent Shortridge See Remarks | Feb 16, 2026 | Tax withholding | −815.72 | $86.04 | $70.18K | 11,300 |
| Brian F. Brumfield See Remarks | Feb 16, 2026 | Option exercise | +1,283.76 | $86.04 | $110.45K | 3,309 |
| Brian F. Brumfield See Remarks | Feb 16, 2026 | Tax withholding | −438.4 | $86.04 | $37.72K | 2,870 |
| Angela Kouplen See Remarks | Feb 14, 2026 | Tax withholding | −300.6 | $86.04 | $25.86K | 1,857 |
| Angela Kouplen See Remarks | Feb 14, 2026 | Option exercise | +718.29 | $86.04 | $61.80K | 2,157 |
| Curtis Dinan See Remarks | Feb 14, 2026 | Tax withholding | −777.91 | $86.04 | $66.93K | 142,259 |
| Curtis Dinan See Remarks | Feb 14, 2026 | Option exercise | +1,774.01 | $86.04 | $152.64K | 143,037 |
| Mark A. Bender See Remarks | Feb 14, 2026 | Tax withholding | −389.19 | $86.04 | $33.49K | 29,081 |
| Mark A. Bender See Remarks | Feb 14, 2026 | Option exercise | +887.56 | $86.04 | $76.37K | 29,470 |
| Christopher P. Sighinolfi See Remarks | Feb 14, 2026 | Tax withholding | −203.98 | $86.04 | $17.55K | 4,518 |
| Christopher P. Sighinolfi See Remarks | Feb 14, 2026 | Option exercise | +597.29 | $86.04 | $51.39K | 4,722 |
| Robert S. McAnnally See Remarks, Director | Feb 14, 2026 | Option exercise | +6,278.79 | $86.04 | $540.23K | 62,283 |
| Robert S. McAnnally See Remarks, Director | Feb 14, 2026 | Tax withholding | −2,753.25 | $86.04 | $236.89K | 59,530 |
| William Kent Shortridge See Remarks | Feb 14, 2026 | Tax withholding | −238.93 | $86.04 | $20.56K | 11,607 |
| William Kent Shortridge See Remarks | Feb 14, 2026 | Option exercise | +545.93 | $86.04 | $46.97K | 11,846 |
| Brian F. Brumfield See Remarks | Feb 14, 2026 | Option exercise | +562.68 | $86.04 | $48.41K | 3,433 |
| Brian F. Brumfield See Remarks | Feb 14, 2026 | Tax withholding | −186.91 | $86.04 | $16.08K | 3,246 |
| Michael G. Hutchinson Director | Dec 4, 2025 | Sale | −3,000 | $78.86 | $236.58K | 14,631 |
| Sanjay D. Meshri Director | May 22, 2025 | Award | +1,905 | $73.49 | $140.00K | 3,593 |
| Eduardo A. Rodriguez Director | May 22, 2025 | Award | +1,428 | $73.49 | $104.94K | 14,212 |
| Michael G. Hutchinson Director | May 22, 2025 | Award | +1,905 | $73.49 | $140.00K | 17,631 |
| Tracy E. Hart Director | May 22, 2025 | Award | +1,905 | $73.49 | $140.00K | 9,602 |
| Michael G. Hutchinson Director | Mar 18, 2025 | Sale | −1,200 | $74.03 | $88.84K | 15,726 |
| Christopher P. Sighinolfi See Remarks | Feb 18, 2025 | Option exercise | +505.94 | $71.53 | $36.19K | 2,677 |
| Christopher P. Sighinolfi See Remarks | Feb 18, 2025 | Tax withholding | −174.04 | $71.53 | $12.45K | 2,503 |
| Christopher P. Sighinolfi See Remarks | Feb 18, 2025 | Tax withholding | −17.82 | $71.53 | $1.27K | 2,171 |
| Joseph L. McCormick See Remarks | Feb 18, 2025 | Option exercise | +2,745.41 | $71.53 | $196.38K | 72,826 |
| Joseph L. McCormick See Remarks | Feb 18, 2025 | Option exercise | +1,372.15 | $71.53 | $98.15K | 72,901 |
| Joseph L. McCormick See Remarks | Feb 18, 2025 | Tax withholding | −1,297.13 | $71.53 | $92.78K | 71,529 |
| Joseph L. McCormick See Remarks | Feb 18, 2025 | Tax withholding | −605.12 | $71.53 | $43.28K | 72,296 |
| Robert S. McAnnally See Remarks, Director | Feb 18, 2025 | Option exercise | +10,402.86 | $71.53 | $744.12K | 46,739 |
| Robert S. McAnnally See Remarks, Director | Feb 18, 2025 | Tax withholding | −4,635.61 | $71.53 | $331.59K | 42,104 |
| Robert S. McAnnally See Remarks, Director | Feb 18, 2025 | Tax withholding | −2,293.96 | $71.53 | $164.09K | 45,011 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.24%
4M shares short
Days to cover
8.7
At 1M shares a day
Change since last report
-5.2%
From 5M shares
Short volume, 20 days
55.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of ONE Gas's stock actually held short. Settlement fails (shares not delivered on time) peaked at 6,616 shares on Sep 4, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brian F. Brumfield Officer | Feb 24, 2026 | 1,000 | $86.44K | Feb 24, 2026 | Restricted Stock Vesting |
| Michael G. Hutchinson Director | Dec 4, 2025 | 3,000 | $237.99K | Dec 4, 2025 | Equity Compensation |
| Michael G. Hutchinson Director | Mar 18, 2025 | 1,200 | $88.76K | Mar 18, 2025 | Equity Compensation |
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