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, Q1 2024
Institutional positions in York Water Co as of Mar 31, 2024. 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
- 136
- −8 vs. Q4 2023
- Shares held
- 7.17M
- +1.62K (0.0%) vs. Q4 2023
- Total value
- $260.1M
- −$16.7M (−6.0%) vs. Q4 2023
- New holders
- 17
- 49 more added
- Sold out
- 25
- 42 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding York Water Co; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 28,175 | $1.02M | 0.00% | +10,934+63.4% | Added |
| Swiss National Bank | 28,200 | $1.02M | 0.00% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 29,670 | $1.08M | 0.78% | +40.0% | Added |
| JPMorgan Chase & Co | 32,794 | $1.19M | 0.00% | +15,379+88.3% | Added |
| CenterBook Partners LP | 35,573 | $1.29M | 0.09% | +29,084+448.2% | Added |
| Harbor Investment Advisory, LLC | 36,000 | $1.31M | 0.14% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 37,660 | $1.37M | 0.48% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 39,269 | $1.42M | 0.00% | −55−0.1% | Reduced |
| Two Sigma Advisers, LP | 39,400 | $1.43M | 0.00% | +5,700+16.9% | Added |
| Brandywine Global Investment Management, LLC | 41,300 | $1.50M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 41,766 | $1.51M | 0.00% | −6,218−13.0% | Reduced |
| UBS Group AG | 43,318 | $1.57M | 0.00% | +3,974+10.1% | Added |
| Gamco Investors, Inc. Et Al | 43,500 | $1.58M | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 47,181 | $1.71M | 0.00% | −19,450−29.2% | Reduced |
| Assenagon Asset Management S.A. | 47,418 | $1.72M | 0.00% | +47,418 | New |
| Nuveen Asset Management, LLC | 49,599 | $1.80M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 53,218 | $1.93M | 0.00% | −2,045−3.7% | Reduced |
| Penn Capital Management Co Inc | 62,942 | $2.28M | 0.20% | +9,583+18.0% | Added |
| State of New Jersey Common Pension Fund D | 78,428 | $2.84M | 0.01% | +11,996+18.1% | Added |
| Invesco Ltd. | 78,625 | $2.85M | 0.00% | +24,050+44.1% | Added |
| Bank of New York Mellon Corp | 111,348 | $4.04M | 0.00% | −4,681−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 111,909 | $4.06M | 0.00% | −753−0.7% | Reduced |
| Russell Investments Group, Ltd. | 122,388 | $4.44M | 0.01% | +15,362+14.4% | Added |
| KBC Group NV | 129,981 | $4.71M | 0.01% | −25,021−16.1% | Reduced |
| Gabelli Funds LLC | 134,893 | $4.89M | 0.04% | 00.0% | Unchanged |
| Legal & General Group Plc | 143,181 | $5.19M | 0.00% | +26,717+22.9% | Added |
| Renaissance Technologies LLC | 144,836 | $5.25M | 0.01% | +21,000+17.0% | Added |
| Deprince Race & Zollo Inc | 146,321 | $5.31M | 0.11% | −7,932−5.1% | Reduced |
| Northern Trust Corp | 149,983 | $5.44M | 0.00% | −9,676−6.1% | Reduced |
| Morgan Stanley | 162,275 | $5.89M | 0.00% | −94,311−36.8% | Reduced |
| Geode Capital Management, LLC | 321,606 | $11.7M | 0.00% | +10,924+3.5% | Added |
| Dimensional Fund Advisors LP | 386,314 | $14.0M | 0.00% | −6,974−1.8% | Reduced |
| State Street Corp | 400,559 | $14.6M | 0.00% | +21,340+5.6% | Added |
| Zimmer Partners, LP | 745,384 | $27.0M | 0.59% | −45,051−5.7% | Reduced |
| Vanguard Group Inc | 825,049 | $29.9M | 0.00% | −12,104−1.4% | Reduced |
| BlackRock Inc. | 1,545,946 | $56.1M | 0.00% | +50,416+3.4% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −37,441−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,812−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −6,734−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −6,615−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −5,883−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,799−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −5,672−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,584−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −5,450−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −5,378−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,712−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −670−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Bell Investment Advisors, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |