York Water Co
YORW- Exchange
- Nasdaq
- Industry
- Water Supply
- SEC CIK
- 0000108985
In the last 90 days, York Water Co insiders filed 9 open-market purchases and 1 sale; 168 institutions reported holding it in 13F filings for Q2 2026, worth $319.9M in total; no superinvestor holds it.
13F holders, Q3 2023
Institutional positions in York Water Co as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 137
- −5 vs. Q2 2023
- Shares held
- 7.08M
- +136.2K (+2.0%) vs. Q2 2023
- Total value
- $265.4M
- −$21.2M (−7.4%) vs. Q2 2023
- New holders
- 8
- 53 more added
- Sold out
- 13
- 46 more reduced
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting YORW on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 168 | $319.9M |
| Q1 2026 | 178 | $260.4M |
| Q4 2025 | 161 | $280.6M |
| Q3 2025 | 161 | $251.9M |
| Q2 2025 | 161 | $255.8M |
| Q1 2025 | 168 | $263.5M |
| Q4 2024 | 152 | $244.5M |
| Q3 2024 | 151 | $276.3M |
| Q2 2024 | 141 | $265.9M |
| Q1 2024 | 136 | $260.1M |
| Q4 2023 | 144 | $276.7M |
| Q3 2023 | 137 | $265.4M |
| Q2 2023 | 142 | $286.6M |
| Q1 2023 | 144 | $309.1M |
| Q4 2022 | 134 | $301.9M |
| Q3 2022 | 131 | $256.5M |
| Q2 2022 | 128 | $261.8M |
| Q1 2022 | 133 | $243.0M |
| Q4 2021 | 130 | $262.9M |
| Q3 2021 | 123 | $230.2M |
| Q2 2021 | 121 | $244.6M |
| Q1 2021 | 121 | $269.6M |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding York Water Co; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Martingale Asset Management L P | 20,913 | $784.0K | 0.02% | +100+0.5% | Added |
| Credit Suisse AG | 24,767 | $928.5K | 0.00% | −134−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 25,400 | $952.2K | 0.10% | −750−2.9% | Reduced |
| LPL Financial LLC | 26,537 | $994.9K | 0.00% | −96−0.4% | Reduced |
| Johnson & White Wealth Management, LLC | 29,650 | $1.11M | 1.01% | +29,650 | New |
| Swiss National Bank | 31,400 | $1.18M | 0.00% | +600+1.9% | Added |
| UBS Group AG | 32,229 | $1.21M | 0.00% | −7,051−18.0% | Reduced |
| Two Sigma Advisers, LP | 33,400 | $1.25M | 0.00% | −900−2.6% | Reduced |
| AQR Capital Management LLC | 36,230 | $1.36M | 0.00% | −6,196−14.6% | Reduced |
| Teton Advisors, Inc. | 38,360 | $1.44M | 0.45% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 38,729 | $1.45M | 0.00% | −2,289−5.6% | Reduced |
| Penn Capital Management Co Inc | 41,722 | $1.56M | 0.16% | +5,740+16.0% | Added |
| Gamco Investors, Inc. Et Al | 43,500 | $1.63M | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 48,700 | $1.83M | 0.24% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 49,500 | $1.86M | 0.02% | +900+1.9% | Added |
| Goldman Sachs Group Inc | 52,108 | $1.95M | 0.00% | +15,755+43.3% | Added |
| Bank of America Corp | 55,582 | $2.08M | 0.00% | +3,847+7.4% | Added |
| Nuveen Asset Management, LLC | 57,917 | $2.17M | 0.00% | −342−0.6% | Reduced |
| Millennium Management LLC | 64,355 | $2.41M | 0.00% | +30,307+89.0% | Added |
| Invesco Ltd. | 73,810 | $2.77M | 0.00% | +1,079+1.5% | Added |
| State of New Jersey Common Pension Fund D | 74,208 | $2.78M | 0.01% | +17,716+31.4% | Added |
| Russell Investments Group, Ltd. | 87,199 | $3.27M | 0.01% | +5,236+6.4% | Added |
| Bank of New York Mellon Corp | 100,432 | $3.77M | 0.00% | +440+0.4% | Added |
| Charles Schwab Investment Management Inc | 109,510 | $4.11M | 0.00% | +2,826+2.6% | Added |
| Legal & General Group Plc | 119,112 | $4.47M | 0.00% | +16,010+15.5% | Added |
| Gabelli Funds LLC | 134,893 | $5.06M | 0.04% | −70.0% | Reduced |
| Renaissance Technologies LLC | 141,836 | $5.32M | 0.01% | −17,300−10.9% | Reduced |
| Deprince Race & Zollo Inc | 146,862 | $5.51M | 0.13% | +2,152+1.5% | Added |
| Northern Trust Corp | 155,895 | $5.84M | 0.00% | −2,457−1.6% | Reduced |
| KBC Group NV | 168,598 | $6.32M | 0.03% | +5,802+3.6% | Added |
| Geode Capital Management, LLC | 295,464 | $11.1M | 0.00% | +10,825+3.8% | Added |
| Morgan Stanley | 307,816 | $11.5M | 0.00% | +16,273+5.6% | Added |
| State Street Corp | 367,256 | $13.8M | 0.00% | +15,331+4.4% | Added |
| Dimensional Fund Advisors LP | 393,826 | $14.8M | 0.00% | −548−0.1% | Reduced |
| Zimmer Partners, LP | 764,955 | $28.7M | 0.76% | +53,732+7.6% | Added |
| Vanguard Group Inc | 815,410 | $30.6M | 0.00% | +11,828+1.5% | Added |
| BlackRock Inc. | 1,419,766 | $53.2M | 0.00% | +75,420+5.6% | Added |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −17,543−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −15,021−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −9,818−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −9,671−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −7,217−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −6,012−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −5,441−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −5,132−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −5,001−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −4,882−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |