York WaterYORW
13F holders, Q2 2026 (June 30)168holders −10
19new positions
27sold out
5famous investors
$30.66avg. 13F price*
At the end of Q2 2026, 168 institutions reported holding York Water Co. (YORW) in their 13F filings, down 10 from Q1 2026. 19 opened new positions and 27 sold out. The largest holders were Zimmer Partners, LP ($43.5M), BlackRock, Inc. ($39.3M) and Morgan Stanley ($21.9M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- York Water Co.
- Filed as
- YORK WTR CO (Q2 2026)
- CUSIP
- 987184108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.4M |
| Exits | 27 | $7.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,590,086 shares bought and 662,579 shares sold, net +1,927,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Zimmer Partners, LP | 1.03% | Add +93.8% | 1,419,877 | $43.5M |
| BlackRock, Inc. | 0.00% | Add +18.9% | 1,281,673 | $39.3M |
| Morgan Stanley | 0.00% | Add +7.8% | 713,351 | $21.9M |
| Vanguard Capital Management LLC | 0.00% | Add +9.0% | 712,799 | $21.8M |
| Geode Capital Management, LLC | 0.00% | Add +22.4% | 421,682 | $12.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +11.0% | 362,561 | $11.1M |
| State Street Corp. | 0.00% | Add +6.5% | 346,037 | $10.7M |
| Vanguard Portfolio Management LLC | 0.00% | Add +10.3% | 323,129 | $9.9M |
| Legal & General Group Plc | 0.00% | Add +7.3% | 321,660 | $9.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.3% | 311,672 | $9.6M |
| AQR Capital Management | 0.00% | Add +135.5% | 277,196 | $8.5M |
| Reaves W H & Co. Inc. | 0.13% | New | 275,000 | $8.4M |
| ProShare Advisors LLC | 0.01% | Add +18.3% | 226,682 | $6.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +268.9% | 212,450 | $6.5M |
| Two Sigma Investments, LP | 0.00% | Add +73.3% | 193,737 | $5.9M |
| Renaissance Technologies | 0.01% | Reduce -17.6% | 168,236 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +5.2% | 153,816 | $4.7M |
| Gabelli Funds LLC | 0.03% | Add +13.6% | 151,793 | $4.7M |
| Northern Trust Corp. | 0.00% | Add +17.9% | 144,906 | $4.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.4% | 135,135 | $4.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +14.5% | 106,828 | $3.3M |
| Penn Capital Management Company, LLC | 0.19% | Add +9.6% | 97,796 | $3.0M |
| Invesco Ltd. | 0.00% | Add +18.8% | 96,967 | $3.0M |
| John G Ullman & Associates Inc. | 0.35% | Add +150.9% | 92,975 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.2% | 91,883 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +306.3% | 89,264 | $2.7M |
| Millennium Management | 0.00% | Reduce -45.5% | 78,850 | $2.4M |
| Empire Financial Management Company, LLC | 0.88% | New | 72,366 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +17.8% | 68,237 | $2.1M |
| Bank of America Corp. | 0.00% | Add +1.5% | 65,139 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -23.7% | 62,619 | $1.9M |
| Nuveen, LLC | 0.00% | Add +32.4% | 59,485 | $1.8M |
| Storebrand Asset Management As | 0.00% | Add +112.1% | 57,500 | $1.8M |
| Marshall Wace, LLP | 0.00% | Add +13.3% | 47,012 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 45,144 | $1.4M |
| GAMCO Investors | 0.01% | No change | 43,500 | $1.3M |
| Prospera Financial Services Inc | 0.02% | New | 41,575 | $1.3M |
| CenterBook Partners LP | 0.06% | Reduce -35.6% | 36,989 | $1.1M |
| UBS Group AG | 0.00% | Reduce -25.3% | 32,116 | $984K |
| Teton Advisors, LLC | 0.57% | Add +1.1% | 31,910 | $978K |
| North Star Investment Management Corp. | 0.05% | Add +12.5% | 31,500 | $965K |
| Odyssean, LLC | 0.16% | Add +139.5% | 31,156 | $955K |
| Engineers Gate Manager LP | 0.01% | Add +111.0% | 28,479 | $873K |
| Trexquant Investment LP | 0.01% | Add +80.4% | 26,260 | $805K |
| Citadel Advisors | 0.00% | Reduce -22.4% | 25,466 | $781K |
| Jump Financial, LLC | 0.01% | New | 25,200 | $772K |
| Cullen Capital Management, LLC | 0.01% | Add +93.9% | 22,899 | $702K |
| Inspire Investing, LLC | 0.03% | Add +30.7% | 22,034 | $675K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -12.9% | 22,030 | $675K |
| ExodusPoint Capital Management, LP | 0.01% | New | 21,880 | $671K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.8% | 21,730 | $666K |
| Johnson & White Wealth Management, LLC | 0.24% | Add +1.3% | 21,268 | $652K |
| Rhumbline Advisers | 0.00% | Add +9.1% | 20,645 | $633K |
| Martingale Asset Management L P | 0.01% | New | 19,526 | $598K |
| Baird Financial Group, Inc. | 0.00% | Add +98.8% | 18,312 | $561K |
| FMR LLC | 0.00% | Reduce -31.1% | 18,257 | $560K |
| Atria Investments, Inc | 0.01% | Add +71.4% | 18,160 | $557K |
| Raymond James Financial Inc. | 0.00% | Add +152.4% | 18,064 | $554K |
| Merit Financial Group, LLC | 0.00% | Add +9.7% | 17,221 | $528K |
| Alliancebernstein L.P. | 0.00% | Add +39.5% | 17,150 | $522K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.4% | 16,562 | $508K |
| ELCO Management Co., LLC | 0.22% | Add +24.6% | 16,422 | $503K |
| Mariner, LLC | 0.00% | Add +54.0% | 16,318 | $500K |
| Deutsche Bank AG | 0.00% | Add +64.3% | 16,083 | $493K |
| Mercer Global Advisors Inc. | 0.00% | Add +27.8% | 15,791 | $484K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 14,537 | $446K |
| Creative Planning | 0.00% | Reduce -26.0% | 14,247 | $437K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +59.6% | 14,117 | $432K |
| RKL Wealth Management LLC | 0.03% | Add +1.6% | 14,085 | $432K |
| Perigon Wealth Management, LLC | 0.01% | Add +65.3% | 13,966 | $428K |
| Jane Street Group, LLC | 0.00% | Reduce -90.6% | 13,921 | $427K |
| T. Rowe Price Associates Inc. | 0.00% | Add +36.5% | 13,530 | $415K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -1.5% | 13,125 | $402K |
| Global Retirement Partners, LLC | 0.01% | — | 12,897 | $395K |
| Ieq Capital, LLC | 0.00% | New | 12,495 | $383K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 12,299 | $377K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.8% | 12,268 | $376K |
| Fulton Bank, N.A. | 0.01% | Reduce -27.3% | 11,692 | $358K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.0% | 11,592 | $355K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -29.8% | 11,238 | $344K |
| Ameriprise Financial Inc. | 0.00% | Add +22.0% | 11,134 | $341K |
| Cerity Partners LLC | 0.00% | Add +46.4% | 10,469 | $321K |
| Quadrature Capital Ltd | 0.00% | Add +8.4% | 10,423 | $319K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.4% | 10,389 | $318K |
| Arax Advisory Partners | 0.00% | Add +152.2% | 9,823 | $301K |
| Ballentine Partners, LLC | 0.00% | Reduce -15.8% | 9,639 | $295K |
| MetLife Investment Management, LLC | 0.00% | Add +11.7% | 9,278 | $284K |
| Citigroup Inc. | 0.00% | Add +254.8% | 9,181 | $281K |
| Collective Family Office LLC | 0.06% | Add +0.0% | 9,172 | $281K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 8,990 | $276K |
| Atom Investors LP | 0.02% | New | 8,607 | $264K |
| Cetera Investment Advisers | 0.00% | Reduce -14.0% | 7,697 | $236K |
| Midwest Trust Co | 0.00% | Reduce -0.7% | 7,551 | $231K |
| JPMorgan Chase & Co. | 0.00% | Add +18.7% | 7,396 | $228K |
| Independent Advisor Alliance | 0.01% | Add +4.8% | 7,406 | $227K |
| Retirement Planning Co of New England, Inc. | 0.08% | Reduce -5.0% | 7,363 | $226K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.6% | 7,084 | $217K |
| Barclays PLC | 0.00% | Reduce -26.6% | 7,012 | $215K |
| Sei Investments Co. | 0.00% | No change | 6,662 | $204K |
| New York State Common Retirement Fund | 0.00% | No change | 6,066 | $186K |
"% of holder's portfolio" is YORW's weight in each manager's 13F, not the share of York Water Co. the manager owns.