York WaterYORW
13F holders, Q1 2024 (March 31)136holders
5famous investors
$36.29avg. 13F price*
At the end of Q1 2024, 136 institutions reported holding York Water Co. (YORW) in their 13F filings. The largest holders were BlackRock Inc. ($56.1M), Vanguard Group Inc. ($29.9M) and Zimmer Partners, LP ($27.0M). 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 (Q1 2024)
- CUSIP
- 987184108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.7M |
| Exits | 25 | $4.1M |
Ownership 136 holders
| BlackRock Inc. | 0.00% | Add +3.4% | 1,545,946 | $56.1M |
| Vanguard Group Inc. | 0.00% | Reduce -1.4% | 825,049 | $29.9M |
| Zimmer Partners, LP | 0.59% | Reduce -5.7% | 745,384 | $27.0M |
| State Street Corp. | 0.00% | Add +5.6% | 400,559 | $14.6M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.8% | 386,314 | $14.0M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 321,606 | $11.7M |
| Morgan Stanley | 0.00% | Reduce -36.8% | 162,275 | $5.9M |
| Northern Trust Corp. | 0.00% | Reduce -6.1% | 149,983 | $5.4M |
| Deprince Race & Zollo Inc. | 0.11% | Reduce -5.1% | 146,321 | $5.3M |
| Renaissance Technologies | 0.01% | Add +17.0% | 144,836 | $5.3M |
| Legal & General Group Plc | 0.00% | Add +22.9% | 143,181 | $5.2M |
| Gabelli Funds LLC | 0.04% | No change | 134,893 | $4.9M |
| KBC Group NV | 0.01% | Reduce -16.1% | 129,981 | $4.7M |
| Russell Investments Group, Ltd. | 0.01% | Add +14.3% | 122,388 | $4.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.7% | 111,909 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -4.0% | 111,348 | $4.0M |
| Invesco Ltd. | 0.00% | Add +44.1% | 78,625 | $2.9M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +18.1% | 78,428 | $2.8M |
| Penn Capital Management Company, LLC | 0.20% | Add +18.0% | 62,942 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 53,218 | $1.9M |
| Nuveen Asset Management, LLC | 0.00% | No change | 49,599 | $1.8M |
| Assenagon Asset Management S.A. | 0.00% | New | 47,418 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.2% | 47,181 | $1.7M |
| GAMCO Investors | 0.02% | No change | 43,500 | $1.6M |
| UBS Group AG | 0.00% | Add +10.1% | 43,318 | $1.6M |
| LPL Financial LLC | 0.00% | Reduce -13.0% | 41,766 | $1.5M |
| Brandywine Global Investment Management, LLC | 0.01% | No change | 41,300 | $1.5M |
| Two Sigma Advisers, LP | 0.00% | Add +16.9% | 39,400 | $1.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -0.1% | 39,269 | $1.4M |
| Teton Advisors, Inc. | 0.50% | No change | 37,660 | $1.4M |
| Harbor Investment Advisory, LLC | 0.14% | No change | 36,000 | $1.3M |
| CenterBook Partners LP | 0.09% | Add +448.2% | 35,573 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +88.3% | 32,794 | $1.2M |
| Johnson & White Wealth Management, LLC | 0.78% | Add +0.0% | 29,670 | $1.1M |
| Swiss National Bank | 0.00% | No change | 28,200 | $1.0M |
| Storebrand Asset Management As | 0.00% | Add +63.4% | 28,175 | $1.0M |
| Credit Suisse AG/ | 0.00% | Add +1.4% | 25,989 | $943K |
| Campbell & CO Investment Adviser LLC | 0.07% | Add +37.1% | 22,961 | $833K |
| Martingale Asset Management L P | 0.02% | Add +0.9% | 21,514 | $780K |
| Clear Harbor Asset Management, LLC | 0.07% | Reduce -14.2% | 21,500 | $780K |
| AQR Capital Management | 0.00% | Reduce -32.8% | 20,340 | $738K |
| First Manhattan Co. Llc. | 0.00% | No change | 19,196 | $696K |
| Rhumbline Advisers | 0.00% | Reduce -1.4% | 18,604 | $675K |
| Atom Investors LP | 0.08% | Reduce -38.7% | 18,417 | $668K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 18,411 | $668K |
| Global Retirement Partners, LLC | 0.02% | No change | 16,041 | $582K |
| Fulton Bank, N.A. | 0.02% | No change | 15,850 | $575K |
| STRS Ohio | 0.00% | Add +8.4% | 15,500 | $562K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.6% | 14,824 | $538K |
| California State Teachers Retirement System | 0.00% | Reduce -5.1% | 14,292 | $518K |
| Sageworth Trust Co | 0.03% | No change | 13,657 | $495K |
| Panagora Asset Management Inc. | 0.00% | Add +71.5% | 13,607 | $494K |
| Barclays PLC | 0.00% | Reduce -41.5% | 13,280 | $482K |
| Squarepoint Ops LLC | 0.00% | Add +105.8% | 13,186 | $478K |
| Manchester Capital Management LLC | 0.06% | Reduce -1.0% | 13,168 | $478K |
| Teacher Retirement System of Texas | 0.00% | Add +3.7% | 13,110 | $476K |
| BNP Paribas Financial Markets | 0.00% | Add +6.6% | 13,107 | $475K |
| Citadel Advisors | 0.00% | Add +2.1% | 13,062 | $474K |
| Wells Fargo & Company | 0.00% | Add +5.3% | 13,003 | $472K |
| ELCO Management Co., LLC | 0.28% | Add +1.8% | 12,691 | $460K |
| Alliancebernstein L.P. | 0.00% | Add +33.5% | 11,800 | $428K |
| Collective Family Office LLC | 0.13% | Reduce -8.2% | 11,313 | $410K |
| Brown Capital Management LLC | 0.01% | No change | 11,250 | $408K |
| State Board of Administration of Florida Retirement System | 0.00% | New | 9,100 | $407K |
| State of Wisconsin Investment Board | 0.00% | Reduce -7.9% | 11,014 | $399K |
| Cullen Capital Management, LLC | 0.00% | Add +64.7% | 10,979 | $398K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 10,673 | $387K |
| Franklin Resources Inc. | 0.00% | Reduce -3.4% | 10,001 | $363K |
| Retirement Planning Co of New England, Inc. | 0.20% | Add +14.3% | 9,961 | $361K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 9,429 | $342K |
| Deutsche Bank AG | 0.00% | Add +0.3% | 9,279 | $337K |
| Quadrature Capital Ltd | 0.01% | Reduce -7.9% | 8,253 | $299K |
| Financial Counselors Inc. | 0.01% | No change | 8,216 | $298K |
| Royal Bank of Canada | 0.00% | Reduce -31.5% | 8,199 | $297K |
| D. E. Shaw & Co. | 0.00% | New | 7,987 | $290K |
| MetLife Investment Management, LLC | 0.00% | No change | 7,766 | $282K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.3% | 7,740 | $281K |
| Penn Mutual Asset Management | 0.89% | New | 7,500 | $272K |
| Pictet Asset Management Holding SA | 0.00% | New | 7,225 | $262K |
| Mariner, LLC | 0.00% | Add +2.1% | 7,069 | $256K |
| American International Group, Inc. | 0.00% | Reduce -0.9% | 7,025 | $255K |
| Cetera Investment Advisers | 0.00% | New | 6,305 | $229K |
| Creative Planning | 0.00% | New | 6,196 | $225K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -47.1% | 6,193 | $225K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +237.0% | 6,106 | $221K |
| New York State Common Retirement Fund | 0.00% | Reduce -0.1% | 6,065 | $220K |
| Engineers Gate Manager LP | 0.01% | Reduce -2.6% | 6,004 | $218K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 6,004 | $218K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -25.1% | 5,865 | $213K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +100.0% | 5,696 | $207K |
| Voya Investment Management LLC | 0.00% | Reduce -17.5% | 5,648 | $205K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 5,245 | $190K |
| FMR LLC | 0.00% | Add +17.3% | 4,257 | $154K |
| Quadrant Capital Group LLC | 0.01% | Add +63.2% | 3,752 | $136K |
| Arax Advisory Partners | 0.01% | Add +0.2% | 3,745 | $136K |
| Citigroup Inc. | 0.00% | Add +7.8% | 2,487 | $90K |
| Costello Asset Management, INC | 0.06% | Reduce -18.3% | 2,227 | $81K |
| Quantbot Technologies LP | 0.00% | Add +56.8% | 2,137 | $78K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -39.4% | 2,000 | $73K |
| Kepos Capital LP | 0.02% | Add +2.4% | 1,772 | $64K |
"% of holder's portfolio" is YORW's weight in each manager's 13F, not the share of York Water Co. the manager owns.