York WaterYORW
13F holders, Q2 2024 (June 30)141holders +5
22new positions
18sold out
4famous investors
$37.10avg. 13F price*
At the end of Q2 2024, 141 institutions reported holding York Water Co. (YORW) in their 13F filings, up 5 from Q1 2024. 22 opened new positions and 18 sold out. The largest holders were BlackRock Inc. ($58.8M), Vanguard Group Inc. ($30.6M) and Zimmer Partners, LP ($26.1M). 4 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 2024)
- CUSIP
- 987184108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $4.2M |
| Exits | 18 | $6.8M |
All 13F filers, Q1 2024 → Q2 2024: 409,395 shares bought and 398,338 shares sold, net +11,057 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| BlackRock Inc. | 0.00% | Add +2.5% | 1,585,442 | $58.8M |
| Vanguard Group Inc. | 0.00% | Reduce -0.1% | 824,246 | $30.6M |
| Zimmer Partners, LP | 0.50% | Reduce -5.7% | 702,784 | $26.1M |
| State Street Corp. | 0.00% | Add +8.1% | 432,822 | $16.1M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -3.5% | 372,608 | $13.8M |
| Geode Capital Management, LLC | 0.00% | Add +5.8% | 340,197 | $12.6M |
| Morgan Stanley | 0.00% | Add +9.8% | 178,114 | $6.6M |
| Legal & General Group Plc | 0.00% | Add +10.3% | 157,862 | $5.9M |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 145,433 | $5.4M |
| Deprince Race & Zollo Inc. | 0.12% | Reduce -2.0% | 143,318 | $5.3M |
| Renaissance Technologies | 0.01% | Reduce -6.9% | 134,836 | $5.0M |
| Gabelli Funds LLC | 0.04% | Reduce -0.2% | 134,643 | $5.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -2.8% | 118,957 | $4.4M |
| Penn Capital Management Company, LLC | 0.41% | Add +82.9% | 115,108 | $4.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +1.7% | 113,838 | $4.2M |
| KBC Group NV | 0.01% | Reduce -14.1% | 111,661 | $4.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.8% | 109,387 | $4.1M |
| Invesco Ltd. | 0.00% | Add +14.3% | 89,907 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.4% | 65,771 | $2.4M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -21.2% | 61,817 | $2.3M |
| Bank of America Corp. | 0.00% | Add +6.2% | 56,519 | $2.1M |
| Nuveen Asset Management, LLC | 0.00% | No change | 49,599 | $1.8M |
| Two Sigma Advisers, LP | 0.00% | Add +16.5% | 45,900 | $1.7M |
| GAMCO Investors | 0.02% | No change | 43,500 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Reduce -1.5% | 38,687 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -9.1% | 37,957 | $1.4M |
| Teton Advisors, Inc. | 0.60% | No change | 37,660 | $1.4M |
| Atom Investors LP | 0.14% | Add +100.0% | 36,825 | $1.4M |
| Brandywine Global Investment Management, LLC | 0.01% | Reduce -11.9% | 36,400 | $1.4M |
| Harbor Investment Advisory, LLC | 0.14% | No change | 36,000 | $1.3M |
| UBS Group AG | 0.00% | Reduce -29.3% | 30,616 | $1.1M |
| Swiss National Bank | 0.00% | No change | 28,200 | $1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +350.9% | 27,924 | $1.0M |
| Rhumbline Advisers | 0.00% | Add +35.0% | 25,123 | $932K |
| AQR Capital Management | 0.00% | Add +16.2% | 23,634 | $877K |
| Martingale Asset Management L P | 0.02% | Add +1.9% | 21,915 | $813K |
| Jane Street Group, LLC | 0.00% | New | 21,422 | $795K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -12.7% | 20,046 | $744K |
| Storebrand Asset Management As | 0.00% | Reduce -30.4% | 19,605 | $727K |
| First Manhattan Co. Llc. | 0.00% | No change | 19,196 | $716K |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.5% | 19,245 | $714K |
| Clear Harbor Asset Management, LLC | 0.06% | Reduce -12.6% | 18,786 | $697K |
| Raymond James & Associates | 0.00% | New | 17,929 | $665K |
| JPMorgan Chase & Co. | 0.00% | Reduce -48.1% | 17,029 | $632K |
| Global Retirement Partners, LLC | 0.02% | Add +1.6% | 16,293 | $604K |
| Wells Fargo & Company | 0.00% | Add +21.9% | 15,856 | $588K |
| Fulton Bank, N.A. | 0.02% | No change | 15,850 | $588K |
| Gratus Capital, LLC | 0.02% | New | 14,922 | $553K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 14,830 | $550K |
| California State Teachers Retirement System | 0.00% | Reduce -1.9% | 14,025 | $520K |
| Sageworth Trust Co | 0.03% | No change | 13,657 | $507K |
| Manchester Capital Management LLC | 0.06% | No change | 13,168 | $488K |
| Alliancebernstein L.P. | 0.00% | Add +8.1% | 12,760 | $473K |
| ELCO Management Co., LLC | 0.27% | No change | 12,691 | $471K |
| Royal Bank of Canada | 0.00% | Add +45.4% | 11,918 | $442K |
| Brown Capital Management LLC | 0.01% | No change | 11,250 | $417K |
| Collective Family Office LLC | 0.12% | Reduce -1.3% | 11,164 | $414K |
| Cullen Capital Management, LLC | 0.00% | Reduce -0.0% | 10,976 | $407K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 10,677 | $396K |
| Retirement Planning Co of New England, Inc. | 0.20% | Add +0.4% | 10,000 | $371K |
| Franklin Resources Inc. | 0.00% | Reduce -0.4% | 9,958 | $369K |
| State of Wisconsin Investment Board | 0.00% | Reduce -10.1% | 9,907 | $367K |
| STRS Ohio | 0.00% | Reduce -36.1% | 9,900 | $367K |
| Deutsche Bank AG | 0.00% | Add +4.6% | 9,703 | $360K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +57.8% | 9,637 | $358K |
| PDT Partners, LLC | 0.03% | New | 9,473 | $351K |
| Susquehanna Fundamental Investments, LLC | 0.01% | New | 9,137 | $339K |
| Teacher Retirement System of Texas | 0.00% | Reduce -32.2% | 8,889 | $330K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -6.1% | 8,852 | $328K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 8,528 | $316K |
| MetLife Investment Management, LLC | 0.00% | Add +9.8% | 8,524 | $316K |
| Panagora Asset Management Inc. | 0.00% | Reduce -37.7% | 8,482 | $315K |
| Financial Counselors Inc. | 0.00% | Reduce -0.2% | 8,201 | $304K |
| Corebridge Financial, Inc. | 0.00% | — | 7,705 | $286K |
| Penn Mutual Asset Management | 0.92% | No change | 7,500 | $278K |
| Mariner, LLC | 0.00% | Add +2.7% | 7,262 | $269K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -13.0% | 6,735 | $250K |
| Cetera Investment Advisers | 0.00% | Add +3.4% | 6,518 | $242K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 6,422 | $238K |
| Zacks Investment Management | 0.00% | New | 6,262 | $232K |
| Voya Investment Management LLC | 0.00% | Add +10.0% | 6,211 | $230K |
| New York State Common Retirement Fund | 0.00% | Add +0.0% | 6,066 | $225K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.2% | 5,931 | $220K |
| Citadel Advisors | 0.00% | Reduce -54.7% | 5,917 | $219K |
| Private Advisor Group, LLC | 0.00% | New | 5,810 | $215K |
| Barclays PLC | 0.00% | Reduce -57.6% | 5,635 | $209K |
| Savant Capital, LLC | 0.00% | New | 5,597 | $208K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -5.5% | 5,545 | $206K |
| Kestra Advisory Services, LLC | 0.00% | New | 6,080 | $204K |
| Quadrant Capital Group LLC | 0.01% | Add +34.7% | 5,055 | $187K |
| Nisa Investment Advisors, LLC | 0.00% | Add +18424.0% | 4,631 | $173K |
| BNP Paribas Financial Markets | 0.00% | Reduce -68.5% | 4,128 | $153K |
| FMR LLC | 0.00% | Reduce -5.0% | 4,042 | $150K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +3315.7% | 3,928 | $146K |
| Arax Advisory Partners | 0.01% | Add +3.9% | 3,892 | $144K |
| Osaic Holdings, Inc. | 0.00% | Add +129.5% | 3,817 | $142K |
| Citigroup Inc. | 0.00% | Add +35.8% | 3,378 | $125K |
| SG Americas Securities, LLC | 0.00% | New | 3,309 | $123K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -48.1% | 2,956 | $110K |
| Mather Group, Llc. | 0.00% | New | 2,931 | $106K |
"% of holder's portfolio" is YORW's weight in each manager's 13F, not the share of York Water Co. the manager owns.