York WaterYORW
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 151 institutions reported holding York Water Co. (YORW) in their 13F filings, up 10 from Q2 2024. 22 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($59.6M), Vanguard Group Inc. ($32.6M) and Zimmer Partners, LP ($26.6M). 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 (Q3 2024)
- CUSIP
- 987184108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $9.6M |
| Exits | 11 | $2.0M |
All 13F filers, Q2 2024 → Q3 2024: 508,592 shares bought and 282,948 shares sold, net +225,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| BlackRock, Inc. | 0.00% | — | 1,590,539 | $59.6M |
| Vanguard Group Inc. | 0.00% | Add +5.4% | 869,078 | $32.6M |
| Zimmer Partners, LP | 0.50% | Add +1.0% | 709,867 | $26.6M |
| State Street Corp. | 0.00% | Add +9.4% | 473,568 | $17.8M |
| Dimensional Fund Advisors LP | 0.00% | Add +0.2% | 373,323 | $14.0M |
| Geode Capital Management, LLC | 0.00% | Add +0.9% | 343,279 | $12.9M |
| Morgan Stanley | 0.00% | Add +16.2% | 207,029 | $7.8M |
| ProShare Advisors LLC | 0.02% | New | 186,140 | $7.0M |
| Legal & General Group Plc | 0.00% | Reduce -2.7% | 153,564 | $5.8M |
| Northern Trust Corp. | 0.00% | Reduce -0.2% | 145,141 | $5.4M |
| Penn Capital Management Company, LLC | 0.48% | Add +19.7% | 137,799 | $5.2M |
| Gabelli Funds LLC | 0.04% | No change | 134,643 | $5.0M |
| Renaissance Technologies | 0.01% | Reduce -9.6% | 121,836 | $4.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.5% | 116,666 | $4.4M |
| KBC Group NV | 0.01% | No change | 111,661 | $4.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +49.7% | 98,471 | $3.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.4% | 98,026 | $3.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -25.3% | 88,855 | $3.3M |
| Invesco Ltd. | 0.00% | Reduce -5.9% | 84,610 | $3.2M |
| Deprince Race & Zollo Inc. | 0.05% | Reduce -51.5% | 69,471 | $2.6M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 61,817 | $2.3M |
| Bank of America Corp. | 0.00% | Reduce -3.5% | 54,553 | $2.0M |
| Two Sigma Advisers, LP | 0.00% | Add +15.0% | 52,800 | $2.0M |
| Nuveen Asset Management, LLC | 0.00% | No change | 49,599 | $1.9M |
| GAMCO Investors | 0.02% | No change | 43,500 | $1.6M |
| LPL Financial LLC | 0.00% | Add +3.1% | 39,153 | $1.5M |
| Two Sigma Investments, LP | 0.00% | Reduce -0.8% | 38,388 | $1.4M |
| Atom Investors LP | 0.14% | Add +0.1% | 36,865 | $1.4M |
| Teton Advisors, Inc. | 0.63% | Reduce -2.7% | 36,660 | $1.4M |
| Harbor Investment Advisory, LLC | 0.13% | No change | 36,000 | $1.3M |
| UBS Group AG | 0.00% | Add +5.0% | 32,157 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +78.3% | 30,368 | $1.1M |
| Swiss National Bank | 0.00% | No change | 28,200 | $1.1M |
| Rhumbline Advisers | 0.00% | Reduce -3.7% | 24,195 | $906K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -15.7% | 23,544 | $882K |
| Barclays PLC | 0.00% | Add +297.0% | 22,371 | $838K |
| Martingale Asset Management L P | 0.02% | Add +0.9% | 22,115 | $828K |
| Millennium Management | 0.00% | New | 19,987 | $749K |
| First Manhattan Co. Llc. | 0.00% | Reduce -0.2% | 19,164 | $722K |
| Storebrand Asset Management As | 0.00% | Reduce -2.4% | 19,131 | $717K |
| Clear Harbor Asset Management, LLC | 0.06% | No change | 18,786 | $704K |
| AQR Capital Management | 0.00% | Reduce -21.4% | 18,573 | $696K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.6% | 18,559 | $695K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +77.6% | 17,111 | $641K |
| Global Retirement Partners, LLC | 0.02% | Add +0.0% | 16,295 | $610K |
| Fulton Bank, N.A. | 0.02% | No change | 15,850 | $594K |
| Wells Fargo & Company | 0.00% | Reduce -2.8% | 15,412 | $577K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.2% | 14,866 | $557K |
| Brandywine Global Investment Management, LLC | 0.00% | Reduce -61.0% | 14,200 | $520K |
| Sageworth Trust Co | 0.03% | No change | 13,657 | $512K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -32.0% | 13,634 | $511K |
| California State Teachers Retirement System | 0.00% | Reduce -3.3% | 13,560 | $508K |
| Manchester Capital Management LLC | 0.06% | No change | 13,168 | $493K |
| Alliancebernstein L.P. | 0.00% | Reduce -4.7% | 12,160 | $456K |
| CenterBook Partners LP | 0.03% | New | 12,037 | $451K |
| Orrstown Financial Services Inc. | 0.13% | New | 11,876 | $445K |
| Brown Capital Management LLC | 0.01% | No change | 11,250 | $421K |
| Collective Family Office LLC | 0.11% | Reduce -0.4% | 11,122 | $417K |
| Cullen Capital Management, LLC | 0.00% | Add +1.1% | 11,098 | $416K |
| Royal Bank of Canada | 0.00% | Reduce -7.3% | 11,052 | $414K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.0% | 10,680 | $400K |
| Citigroup Inc. | 0.00% | Add +213.7% | 10,596 | $397K |
| Retirement Planning Co of New England, Inc. | 0.20% | Add +5.6% | 10,562 | $396K |
| PDT Partners, LLC | 0.03% | Add +7.0% | 10,136 | $380K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +14.9% | 9,797 | $367K |
| Franklin Resources Inc. | 0.00% | Add +0.4% | 10,002 | $366K |
| State of Wisconsin Investment Board | 0.00% | Reduce -7.9% | 9,121 | $342K |
| D.A. Davidson & Co. | 0.00% | New | 9,101 | $341K |
| Deutsche Bank AG | 0.00% | Reduce -7.2% | 9,002 | $337K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 8,852 | $332K |
| Citadel Advisors | 0.00% | Add +48.9% | 8,812 | $330K |
| ELCO Management Co., LLC | 0.18% | Reduce -31.8% | 8,655 | $324K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,524 | $319K |
| Mariner, LLC | 0.00% | Add +11.9% | 8,128 | $304K |
| Financial Counselors Inc. | 0.00% | Reduce -1.8% | 8,051 | $302K |
| Jane Street Group, LLC | 0.00% | Reduce -63.3% | 7,863 | $295K |
| Corebridge Financial, Inc. | 0.00% | Reduce -0.6% | 7,657 | $287K |
| Penn Mutual Asset Management | 0.80% | No change | 7,500 | $281K |
| FMR LLC | 0.00% | Add +79.9% | 7,271 | $272K |
| Gsa Capital Partners LLP | 0.02% | New | 7,155 | $268K |
| Kestra Advisory Services, LLC | 0.00% | Add +10.1% | 6,693 | $251K |
| Cetera Investment Advisers | 0.00% | Reduce -5.2% | 6,179 | $231K |
| Cerity Partners LLC | 0.00% | New | 6,141 | $230K |
| New York State Common Retirement Fund | 0.00% | No change | 6,066 | $227K |
| Voya Investment Management LLC | 0.00% | Reduce -3.9% | 5,971 | $224K |
| Janus Henderson Group PLC | 0.00% | No change | 5,931 | $222K |
| Private Advisor Group, LLC | 0.00% | Add +0.5% | 5,837 | $219K |
| SG Americas Securities, LLC | 0.00% | Add +69.2% | 5,600 | $210K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -12.9% | 5,593 | $210K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -19.5% | 5,424 | $203K |
| Quadrant Capital Group LLC | 0.01% | Add +0.3% | 5,068 | $190K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -9.0% | 5,045 | $189K |
| BNP Paribas Financial Markets | 0.00% | Reduce -3.4% | 3,988 | $149K |
| Arax Advisory Partners | 0.01% | Add +0.2% | 3,901 | $146K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +0.7% | 2,976 | $111K |
| Costello Asset Management, INC | 0.06% | No change | 2,227 | $83K |
| STRS Ohio | 0.00% | Reduce -79.8% | 2,000 | $75K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | No change | 2,000 | $75K |
| Cwm, LLC | 0.00% | Add +12.8% | 1,960 | $73K |
| Aquatic Capital Management LLC | 0.00% | New | 1,617 | $61K |
"% of holder's portfolio" is YORW's weight in each manager's 13F, not the share of York Water Co. the manager owns.