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, Q4 2023
Institutional positions in York Water Co as of Dec 31, 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
- 144
- +8 vs. Q3 2023
- Shares held
- 7.16M
- +88.1K (+1.2%) vs. Q3 2023
- Total value
- $276.7M
- +$11.4M (+4.3%) vs. Q3 2023
- New holders
- 22
- 39 more added
- Sold out
- 14
- 56 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding York Water Co; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| US Bancorp | 4 | $154 | 0.00% | −115−96.6% | Reduced |
| Tfo-TDC, LLC | 4 | $154 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9 | $360 | 0.00% | −178−95.2% | Reduced |
| State of Wyoming | 11 | $425 | 0.00% | +2+22.2% | Added |
| Farther Finance Advisors, LLC | 13 | $502 | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 14 | $541 | 0.00% | +14 | New |
| EntryPoint Capital, LLC | 20 | $772 | 0.00% | +20 | New |
| Avion Wealth | 13 | $1.00K | 0.00% | +13 | New |
| GAMMA Investing LLC | 28 | $1.00K | 0.00% | +28 | New |
| Huntington National Bank | 32 | $1.24K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 34 | $1.31K | 0.00% | +34 | New |
| Lindbrook Capital, LLC | 38 | $1.47K | 0.00% | −17−30.9% | Reduced |
| Harbour Investments, Inc. | 40 | $1.54K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 53 | $2.00K | 0.00% | −13−19.7% | Reduced |
| Valley National Advisers Inc | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 139 | $5.21K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 149 | $5.77K | 0.00% | −30−16.8% | Reduced |
| Assetmark, Inc | 200 | $7.72K | 0.00% | +200 | New |
| Geneos Wealth Management Inc. | 307 | $11.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 340 | $13.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 340 | $13.1K | 0.00% | −60−15.0% | Reduced |
| Simplex Trading, LLC | 378 | $14.0K | 0.00% | +378 | New |
| Scarborough Advisors, LLC | 375 | $14.5K | 0.00% | +375 | New |
| HM Payson & Co | 410 | $15.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 475 | $18.0K | 0.00% | −144−23.3% | Reduced |
| Signaturefd, LLC | 511 | $19.7K | 0.00% | +292+133.3% | Added |
| AdvisorNet Financial, Inc | 600 | $23.2K | 0.00% | +600 | New |
| Delta Asset Management LLC | 613 | $23.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 670 | $25.9K | 0.01% | −830−55.3% | Reduced |
| Metropolitan Life Insurance Co | 758 | $29.3K | 0.00% | −178−19.0% | Reduced |
| Arcadia Investment Management Corp | 800 | $30.9K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $35.0K | 0.00% | +100+12.5% | Added |
| Leonteq Securities AG | 1,200 | $46.3K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1,363 | $52.6K | 0.00% | +31+2.3% | Added |
| Ameritas Investment Partners, Inc. | 1,406 | $54.3K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,470 | $56.8K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,516 | $58.5K | 0.00% | +29+2.0% | Added |
| Advisor Group Holdings, Inc. | 1,637 | $63.3K | 0.00% | −2,615−61.5% | Reduced |
| Kepos Capital LP | 1,730 | $67.0K | 0.02% | +348+25.2% | Added |
| Great West Life Assurance Co | 1,812 | $69.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,034 | $79.0K | 0.00% | −148−6.8% | Reduced |
| Quadrant Capital Group LLC | 2,299 | $88.8K | 0.01% | +690+42.9% | Added |
| Citigroup Inc | 2,308 | $89.1K | 0.00% | +2,037+751.7% | Added |
| Tower Research Capital LLC (TRC) | 2,606 | $100.6K | 0.00% | +2,250+632.0% | Added |
| Jones Financial Companies LLLP | 2,625 | $101.4K | 0.00% | +2,625 | New |
| Costello Asset Management, INC | 2,727 | $105.3K | 0.09% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,848 | $110.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,300 | $127.4K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 3,629 | $140.2K | 0.00% | −351−8.8% | Reduced |
| SG Americas Securities, LLC | 3,712 | $143.0K | 0.00% | +3,712 | New |
| SRS Capital Advisors, Inc. | 3,736 | $144.0K | 0.02% | +9+0.2% | Added |
| Bessemer Group Inc | 4,500 | $174.0K | 0.00% | +4,500 | New |
| Manufacturers Life Insurance Company, The | 5,378 | $207.7K | 0.00% | −937−14.8% | Reduced |
| Zacks Investment Management | 5,450 | $210.5K | 0.00% | −4−0.1% | Reduced |
| Occudo Quantitative Strategies LP | 5,584 | $215.7K | 0.03% | +5,584 | New |
| Ellevest, Inc. | 5,672 | $219.1K | 0.01% | +5,672 | New |
| Kestra Advisory Services, LLC | 5,799 | $224.0K | 0.00% | −857−12.9% | Reduced |
| Jane Street Group, LLC | 5,883 | $227.2K | 0.00% | +5,883 | New |
| Janus Henderson Group PLC | 6,003 | $231.8K | 0.00% | −12−0.2% | Reduced |
| New York State Common Retirement Fund | 6,069 | $234.4K | 0.00% | −1,429−19.1% | Reduced |
| Engineers Gate Manager LP | 6,163 | $238.0K | 0.01% | +6,163 | New |
| Squarepoint Ops LLC | 6,407 | $247.4K | 0.00% | +6,407 | New |
| CenterBook Partners LP | 6,489 | $250.6K | 0.03% | −5,961−47.9% | Reduced |
| Haverford Trust Co | 6,615 | $255.5K | 0.00% | +6,615 | New |
| Cullen Capital Management LLC | 6,667 | $257.5K | 0.00% | −9−0.1% | Reduced |
| Ethic Inc. | 6,734 | $260.1K | 0.01% | +1,205+21.8% | Added |
| Susquehanna International Group, LLP | 6,812 | $263.1K | 0.00% | +6,812 | New |
| Voya Investment Management LLC | 6,849 | $264.5K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 6,924 | $267.4K | 0.00% | −990−12.5% | Reduced |
| American International Group, Inc. | 7,086 | $273.7K | 0.00% | −29−0.4% | Reduced |
| MetLife Investment Management | 7,766 | $299.9K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7,830 | $302.4K | 0.06% | −300−3.7% | Reduced |
| Commonwealth Equity Services, LLC | 7,923 | $306.0K | 0.00% | −2,448−23.6% | Reduced |
| Panagora Asset Management Inc | 7,934 | $306.4K | 0.00% | +7,934 | New |
| Financial Counselors Inc | 8,216 | $317.3K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 8,715 | $336.6K | 0.15% | +809+10.2% | Added |
| Alliancebernstein L.P. | 8,840 | $341.4K | 0.00% | +1,000+12.8% | Added |
| Quadrature Capital Ltd | 8,964 | $346.2K | 0.01% | −11,278−55.7% | Reduced |
| Deutsche Bank AG | 9,253 | $357.4K | 0.00% | +7+0.1% | Added |
| Public Employees Retirement Association of Colorado | 9,429 | $364.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,348 | $399.6K | 0.00% | −238−2.2% | Reduced |
| Janney Montgomery Scott LLC | 10,870 | $420.0K | 0.00% | −954−8.1% | Reduced |
| Brown Capital Management LLC | 11,250 | $434.5K | 0.01% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 11,703 | $452.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 11,956 | $461.7K | 0.00% | −286−2.3% | Reduced |
| Royal Bank of Canada | 11,967 | $462.0K | 0.00% | −4,133−25.7% | Reduced |
| BNP Paribas Arbitrage, SA | 12,297 | $474.9K | 0.00% | −1,938−13.6% | Reduced |
| Collective Family Office LLC | 12,323 | $475.9K | 0.17% | −425−3.3% | Reduced |
| Wells Fargo & Company | 12,354 | $477.1K | 0.00% | −129−1.0% | Reduced |
| ELCO Management Co., LLC | 12,471 | $481.6K | 0.32% | −877−6.6% | Reduced |
| Teacher Retirement System of Texas | 12,642 | $488.0K | 0.00% | −1,359−9.7% | Reduced |
| Citadel Advisors LLC | 12,793 | $494.1K | 0.00% | −123−1.0% | Reduced |
| Manchester Capital Management LLC | 13,297 | $513.5K | 0.07% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,655 | $527.0K | 0.00% | −1,448−9.6% | Reduced |
| Sageworth Trust Co | 13,657 | $527.4K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 14,300 | $552.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 15,065 | $581.8K | 0.00% | −744−4.7% | Reduced |
| Global Retirement Partners, LLC | 16,041 | $583.2K | 0.02% | −146−0.9% | Reduced |
| Fulton Bank, N.A. | 15,850 | $612.1K | 0.03% | −800−4.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 16,741 | $646.5K | 0.06% | +3,864+30.0% | Added |