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 2024
Institutional positions in York Water Co as of Dec 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
- 152
- +2 vs. Q3 2024
- Shares held
- 7.47M
- +94.8K (+1.3%) vs. Q3 2024
- Total value
- $244.5M
- −$31.8M (−11.5%) vs. Q3 2024
- New holders
- 27
- 45 more added
- Sold out
- 25
- 49 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| 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 2024
Shares, value and share of portfolio for each institution holding York Water Co; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | −25−96.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 2 | $66 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 8 | $262 | 0.00% | −17−68.0% | Reduced |
| Principal Securities, Inc. | 9 | $294 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $327 | 0.00% | −10−50.0% | Reduced |
| Larson Financial Group LLC | 18 | $589 | 0.00% | −348−95.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 18 | $589 | 0.00% | +18 | New |
| State of Wyoming | 22 | $720 | 0.00% | +3+15.8% | Added |
| SBI Securities Co., Ltd. | 24 | $785 | 0.00% | +24 | New |
| Nisa Investment Advisors, LLC | 24 | $791 | 0.00% | −15−38.5% | Reduced |
| Sierra Ocean, LLC | 27 | $883 | 0.00% | +27 | New |
| Harbour Investments, Inc. | 40 | $1.31K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $1.31K | 0.00% | +40 | New |
| CoreCap Advisors, LLC | 44 | $1.42K | 0.00% | +1+2.3% | Added |
| Smartleaf Asset Management LLC | 43 | $1.42K | 0.00% | +22+104.8% | Added |
| Valley National Advisers Inc | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 65 | $2.02K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 72 | $2.36K | 0.00% | −33−31.4% | Reduced |
| GAMMA Investing LLC | 74 | $2.42K | 0.00% | −115−60.8% | Reduced |
| Allworth Financial LP | 86 | $2.58K | 0.00% | +8+10.3% | Added |
| True Wealth Design, LLC | 85 | $2.78K | 0.00% | +85 | New |
| Capital Advisors, Ltd. LLC | 106 | $3.00K | 0.00% | +106 | New |
| Massmutual Trust Co FSB | 92 | $3.01K | 0.00% | +84+1,050.0% | Added |
| Danske Bank A/S | 100 | $3.27K | 0.00% | −1,000−90.9% | Reduced |
| Harbor Capital Advisors, Inc. | 122 | $4.00K | 0.00% | +53+76.8% | Added |
| Eukles Asset Management | 150 | $4.91K | 0.00% | 00.0% | Unchanged |
| City State Bank | 190 | $6.22K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 219 | $7.17K | 0.00% | +219 | New |
| Meeder Asset Management Inc | 236 | $7.72K | 0.00% | +236 | New |
| Bokf, NA | 314 | $9.58K | 0.00% | +100+46.7% | Added |
| R Squared Ltd | 300 | $9.82K | 0.01% | +300 | New |
| Glen Eagle Advisors, LLC | 324 | $10.6K | 0.00% | +123+61.2% | Added |
| Central Trust Co | 340 | $11.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 350 | $11.5K | 0.00% | +328+1,490.9% | Added |
| Venturi Wealth Management, LLC | 358 | $11.7K | 0.00% | +358 | New |
| Bryn Mawr Trust Co | 375 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 401 | $13.1K | 0.00% | +356+791.1% | Added |
| Cullen/Frost Bankers, Inc. | 409 | $13.4K | 0.00% | +409 | New |
| HM Payson & Co | 410 | $13.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 450 | $14.7K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 482 | $15.8K | 0.00% | −77−13.8% | Reduced |
| Amalgamated Bank | 497 | $16.0K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 500 | $16.4K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 500 | $16.4K | 0.01% | +500 | New |
| Tower Research Capital LLC (TRC) | 509 | $16.7K | 0.00% | −232−31.3% | Reduced |
| AdvisorNet Financial, Inc | 600 | $19.6K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 613 | $20.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 671 | $22.0K | 0.00% | −3−0.4% | Reduced |
| Quadrant Capital Group LLC | 702 | $23.0K | 0.00% | −4,366−86.1% | Reduced |
| Arcadia Investment Management Corp | 800 | $26.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 803 | $26.3K | 0.00% | +6+0.8% | Added |
| Simplex Trading, LLC | 974 | $31.0K | 0.00% | +974 | New |
| New Age Alpha Advisors, LLC | 1,243 | $40.7K | 0.00% | +1,243 | New |
| Northwestern Mutual Wealth Management Co | 1,316 | $43.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 1,374 | $45.0K | 0.00% | −586−29.9% | Reduced |
| Ameritas Investment Partners, Inc. | 1,406 | $46.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 1,466 | $48.0K | 0.00% | +1,466 | New |
| Advisor Group Holdings, Inc. | 1,664 | $54.5K | 0.00% | +312+23.1% | Added |
| Longview Financial Advisors LLC | 1,792 | $58.6K | 0.04% | +1,792 | New |
| Costello Asset Management, INC | 2,227 | $72.9K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,701 | $88.4K | 0.00% | +1,084+67.0% | Added |
| BNP Paribas Arbitrage, SA | 3,219 | $105.3K | 0.00% | −769−19.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,657 | $119.7K | 0.00% | +3,657 | New |
| SRS Capital Advisors, Inc. | 3,798 | $124.3K | 0.01% | −103−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,305 | $140.9K | 0.00% | +1,329+44.7% | Added |
| GPS Wealth Strategies Group, LLC | 4,322 | $141.4K | 0.02% | −723−14.3% | Reduced |
| Quest Partners LLC | 4,904 | $160.5K | 0.02% | +4,904 | New |
| Public Employees Retirement Association of Colorado | 5,642 | $185.0K | 0.00% | −3,210−36.3% | Reduced |
| New York State Common Retirement Fund | 6,066 | $198.5K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 6,400 | $210.6K | 0.00% | +6,400 | New |
| SG Americas Securities, LLC | 6,605 | $216.0K | 0.00% | +1,005+17.9% | Added |
| Corebridge Financial, Inc. | 7,120 | $233.0K | 0.00% | −537−7.0% | Reduced |
| FMR LLC | 7,216 | $236.1K | 0.00% | −55−0.8% | Reduced |
| Penn Mutual Asset Management, LLC | 7,500 | $245.4K | 0.44% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 7,522 | $246.1K | 0.13% | −1,133−13.1% | Reduced |
| Millennium Management LLC | 7,635 | $249.8K | 0.00% | −12,352−61.8% | Reduced |
| Financial Counselors Inc | 7,901 | $258.5K | 0.00% | −150−1.9% | Reduced |
| Mariner, LLC | 8,349 | $273.2K | 0.00% | +221+2.7% | Added |
| Citadel Advisors LLC | 8,495 | $278.0K | 0.00% | −317−3.6% | Reduced |
| MetLife Investment Management | 8,524 | $278.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,827 | $289.0K | 0.00% | −2,225−20.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 9,065 | $296.6K | 0.00% | +9,065 | New |
| D.A. Davidson & Co. | 9,105 | $297.9K | 0.00% | +40.0% | Added |
| Susquehanna International Group, LLP | 9,168 | $300.0K | 0.00% | +9,168 | New |
| Retirement Planning Co of New England, Inc. | 9,249 | $302.6K | 0.15% | −1,313−12.4% | Reduced |
| Franklin Resources Inc | 10,022 | $327.9K | 0.00% | +20+0.2% | Added |
| Atom Investors LP | 10,041 | $328.5K | 0.04% | −26,824−72.8% | Reduced |
| Deutsche Bank AG | 10,210 | $334.1K | 0.00% | +1,208+13.4% | Added |
| AQR Capital Management LLC | 10,401 | $340.3K | 0.00% | −8,172−44.0% | Reduced |
| Collective Family Office LLC | 10,493 | $343.3K | 0.09% | −629−5.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 10,539 | $344.8K | 0.00% | +742+7.6% | Added |
| Janney Montgomery Scott LLC | 10,627 | $348.0K | 0.00% | −53−0.5% | Reduced |
| HSBC Holdings PLC | 10,666 | $349.0K | 0.00% | +10,666 | New |
| Orrstown Financial Services Inc | 11,126 | $364.0K | 0.10% | −750−6.3% | Reduced |
| Brown Capital Management LLC | 11,250 | $368.1K | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 11,480 | $375.6K | 0.00% | −680−5.6% | Reduced |
| Teacher Retirement System of Texas | 11,801 | $386.0K | 0.00% | +11,801 | New |
| Campbell & CO Investment Adviser LLC | 12,031 | $393.7K | 0.03% | −1,603−11.8% | Reduced |
| Citigroup Inc | 12,113 | $396.3K | 0.00% | +1,517+14.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 12,283 | $402.0K | 0.00% | −2,583−17.4% | Reduced |