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Livermore
Livermore
ZHEN

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 2024

Institutional positions in York Water Co as of Sep 30, 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
151
+13 vs. Q2 2024
Shares held
7.37M
+1.82M (+32.7%) vs. Q2 2024
Total value
$276.3M
+$70.1M (+34.0%) vs. Q2 2024
New holders
24
41 more added
Sold out
11
44 more reduced

3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2024: 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.

Institutional holdersQ3 2024: 151 institutions
Q1 2021: 121 institutionsQ2 2021: 121 institutionsQ3 2021: 123 institutionsQ4 2021: 130 institutionsQ1 2022: 133 institutionsQ2 2022: 128 institutionsQ3 2022: 131 institutionsQ4 2022: 134 institutionsQ1 2023: 144 institutionsQ2 2023: 142 institutionsQ3 2023: 137 institutionsQ4 2023: 144 institutionsQ1 2024: 136 institutionsQ2 2024: 141 institutionsQ3 2024: 151 institutionsQ4 2024: 152 institutionsQ1 2025: 168 institutionsQ2 2025: 161 institutionsQ3 2025: 161 institutionsQ4 2025: 161 institutionsQ1 2026: 178 institutionsQ2 2026: 168 institutions
Value heldQ3 2024: $276.3M
Q1 2021: $269.6MQ2 2021: $244.6MQ3 2021: $230.2MQ4 2021: $262.9MQ1 2022: $243.0MQ2 2022: $261.8MQ3 2022: $256.5MQ4 2022: $301.9MQ1 2023: $309.1MQ2 2023: $286.6MQ3 2023: $265.4MQ4 2023: $276.7MQ1 2024: $260.1MQ2 2024: $265.9MQ3 2024: $276.3MQ4 2024: $244.5MQ1 2025: $263.5MQ2 2025: $255.8MQ3 2025: $251.9MQ4 2025: $280.6MQ1 2026: $260.4MQ2 2026: $319.9M
Institutions holding YORW and their total value by quarter
QuarterHoldersValue
Q2 2026168$319.9M
Q1 2026178$260.4M
Q4 2025161$280.6M
Q3 2025161$251.9M
Q2 2025161$255.8M
Q1 2025168$263.5M
Q4 2024152$244.5M
Q3 2024151$276.3M
Q2 2024141$265.9M
Q1 2024136$260.1M
Q4 2023144$276.7M
Q3 2023137$265.4M
Q2 2023142$286.6M
Q1 2023144$309.1M
Q4 2022134$301.9M
Q3 2022131$256.5M
Q2 2022128$261.8M
Q1 2022133$243.0M
Q4 2021130$262.9M
Q3 2021123$230.2M
Q2 2021121$244.6M
Q1 2021121$269.6M

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding York Water Co; share changes are against Q2 2024.

Institutions holding YORW in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Ameritas Investment Partners, Inc.1,406$52.7K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,352$50.7K0.00%−2,465−64.6%Reduced
Northwestern Mutual Wealth Management Co1,316$49.3K0.00%00.0%Unchanged
Kepos Capital LP1,182$44.0K0.02%−1,475−55.5%Reduced
Quantbot Technologies LP1,116$41.8K0.00%−147−11.6%Reduced
Danske Bank A/S1,100$41.2K0.00%+1,100New
Arcadia Investment Management Corp800$30.0K0.00%00.0%Unchanged
Signaturefd, LLC797$29.9K0.00%+88+12.4%Added
Tower Research Capital LLC (TRC)741$27.8K0.00%−3,187−81.1%Reduced
Parallel Advisors, LLC674$25.2K0.00%00.0%Unchanged
NBC Securities, Inc.624$23.0K0.00%00.0%Unchanged
Delta Asset Management LLC613$23.0K0.00%00.0%Unchanged
AdvisorNet Financial, Inc600$22.5K0.00%00.0%Unchanged
US Bancorp559$20.9K0.00%−29−4.9%Reduced
Amalgamated Bank497$19.0K0.00%00.0%Unchanged
Horizon Financial Services, LLC500$18.7K0.01%00.0%Unchanged
Caldwell Trust Co450$16.9K0.00%+450New
HM Payson & Co410$15.4K0.00%00.0%Unchanged
Bryn Mawr Trust Co375$14.0K0.00%+375New
Larson Financial Group LLC366$13.7K0.00%+366New
Central Trust Co340$12.7K0.00%00.0%Unchanged
Capital Performance Advisors LLP243$9.10K0.00%+243New
Bokf, NA214$7.80K0.00%+214New
Glen Eagle Advisors, LLC201$7.51K0.00%+51+34.0%Added
City State Bank190$7.12K0.00%−150−44.1%Reduced
GAMMA Investing LLC189$7.08K0.00%+110+139.2%Added
Eukles Asset Management150$5.62K0.00%+150New
Lindbrook Capital, LLC105$3.93K0.00%00.0%Unchanged
Stone House Investment Management, LLC100$3.75K0.00%00.0%Unchanged
CNB Bank100$3.75K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.69$3.00K0.00%+69New
Huntington National Bank80$3.00K0.00%00.0%Unchanged
Allworth Financial LP78$2.92K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC65$2.44K0.00%00.0%Unchanged
Planning Capital Management Corp60$2.26K0.00%+60New
Valley National Advisers Inc75$2.00K0.00%00.0%Unchanged
Sterling Capital Management LLC45$1.69K0.00%+45New
CoreCap Advisors, LLC43$1.62K0.00%+43New
Harbour Investments, Inc.40$1.50K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC39$1.47K0.00%−4,592−99.2%Reduced
Lazard Asset Management LLC30$1.00K0.00%−1,080−97.3%Reduced
Covestor Ltd26$1.00K0.00%+26New
Farther Finance Advisors, LLC25$9370.00%00.0%Unchanged
Versant Capital Management, Inc22$8240.00%+22New
Riverview Trust Co21$7870.00%+21New
Smartleaf Asset Management LLC21$7870.00%+21New
Rothschild Investment LLC20$7490.00%+5+33.3%Added
State of Wyoming19$7120.00%+2+11.8%Added
Principal Securities, Inc.9$3370.00%00.0%Unchanged
Massmutual Trust Co FSB8$3000.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.2$750.00%00.0%Unchanged
Raymond James & Associates0$00.00%−17,929−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−8,889−100.0%Sold out
Panagora Asset Management Inc0$00.00%−8,482−100.0%Sold out
Zacks Investment Management0$00.00%−6,262−100.0%Sold out
Savant Capital, LLC0$00.00%−5,597−100.0%Sold out
Mather Group, LLC.0$00.00%−2,931−100.0%Sold out
Quest Partners LLC0$00.00%−2,750−100.0%Sold out
Gradient Investments LLC0$00.00%−1,470−100.0%Sold out
Millburn Ridgefield Corp0$00.00%−456−100.0%Sold out
Catalyst Capital Advisors LLC0$00.00%−456−100.0%Sold out
Innealta Capital, LLC0$00.00%−10−100.0%Sold out
BlackRock Inc.––––Not filed
Gratus Capital LLC––––Not filed
Susquehanna Fundamental Investments, LLC––––Not filed