York WaterYORW
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 152 institutions reported holding York Water Co. (YORW) in their 13F filings, up 1 from Q3 2024. 18 opened new positions and 24 sold out. The largest holders were BlackRock, Inc. ($58.4M), Vanguard Group Inc. ($27.8M) and Zimmer Partners, LP ($24.4M). 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 (Q4 2024)
- CUSIP
- 987184108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $3.7M |
| Exits | 24 | $8.2M |
All 13F filers, Q3 2024 → Q4 2024: 546,522 shares bought and 473,059 shares sold, net +73,463 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 152 holders
| BlackRock, Inc. | 0.00% | Add +12.2% | 1,784,558 | $58.4M |
| Vanguard Group Inc. | 0.00% | Reduce -2.2% | 850,074 | $27.8M |
| Zimmer Partners, LP | 0.42% | Add +5.2% | 746,943 | $24.4M |
| State Street Corp. | 0.00% | Add +7.2% | 507,567 | $16.7M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.4% | 364,566 | $11.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.5% | 338,004 | $11.1M |
| ProShare Advisors LLC | 0.02% | Add +21.6% | 226,339 | $7.4M |
| Morgan Stanley | 0.00% | Reduce -11.4% | 183,360 | $6.0M |
| Legal & General Group Plc | 0.00% | Reduce -1.2% | 151,657 | $5.0M |
| Northern Trust Corp. | 0.00% | Add +3.7% | 150,485 | $4.9M |
| Penn Capital Management Company, LLC | 0.47% | Add +5.3% | 145,132 | $4.7M |
| Gabelli Funds LLC | 0.03% | Reduce -0.7% | 133,643 | $4.4M |
| Renaissance Technologies | 0.01% | Add +0.1% | 121,936 | $4.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +0.6% | 117,405 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +19.6% | 117,264 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.1% | 86,582 | $2.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +26.2% | 78,026 | $2.6M |
| Two Sigma Advisers, LP | 0.00% | Add +18.0% | 62,300 | $2.0M |
| Invesco Ltd. | 0.00% | Reduce -26.5% | 62,220 | $2.0M |
| Bank of America Corp. | 0.00% | Reduce -3.3% | 52,737 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.1% | 51,406 | $1.7M |
| Nuveen Asset Management, LLC | 0.00% | No change | 49,599 | $1.6M |
| Two Sigma Investments, LP | 0.00% | Add +22.4% | 46,984 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +49.3% | 45,325 | $1.5M |
| Deprince Race & Zollo Inc. | 0.03% | Reduce -37.0% | 43,736 | $1.4M |
| GAMCO Investors | 0.01% | No change | 43,500 | $1.4M |
| UBS Group AG | 0.00% | Add +25.2% | 40,254 | $1.3M |
| LPL Financial LLC | 0.00% | Reduce -2.4% | 38,232 | $1.3M |
| Teton Advisors, Inc. | 0.63% | No change | 36,660 | $1.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +32.2% | 31,120 | $1.0M |
| Swiss National Bank | 0.00% | No change | 28,200 | $923K |
| Rhumbline Advisers | 0.00% | Add +6.5% | 25,755 | $843K |
| Johnson & White Wealth Management, LLC | 0.50% | New | 25,498 | $828K |
| Barclays PLC | 0.00% | Add +10.5% | 24,724 | $809K |
| Martingale Asset Management L P | 0.02% | Add +3.0% | 22,785 | $746K |
| CenterBook Partners LP | 0.04% | Add +78.1% | 21,433 | $701K |
| First Manhattan Co. Llc. | 0.00% | No change | 19,164 | $631K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +12.1% | 19,184 | $627K |
| Storebrand Asset Management As | 0.00% | No change | 19,131 | $626K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 18,581 | $608K |
| Clear Harbor Asset Management, LLC | 0.05% | Reduce -8.0% | 17,275 | $565K |
| Capstone Investment Advisors, LLC | 0.01% | New | 16,763 | $548K |
| Fulton Bank, N.A. | 0.02% | Add +4.7% | 16,600 | $543K |
| Wells Fargo & Company | 0.00% | Add +6.4% | 16,404 | $537K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.5% | 15,883 | $520K |
| Squarepoint Ops LLC | 0.00% | New | 15,548 | $509K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -59.6% | 14,537 | $476K |
| Sageworth Trust Co | 0.03% | No change | 13,657 | $447K |
| California State Teachers Retirement System | 0.00% | Reduce -1.0% | 13,427 | $439K |
| Manchester Capital Management LLC | 0.05% | No change | 13,168 | $431K |
| HRT Financial LP | 0.00% | New | 12,577 | $411K |
| Gsa Capital Partners LLP | 0.03% | Add +74.6% | 12,493 | $409K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.4% | 12,283 | $402K |
| Citigroup Inc. | 0.00% | Add +14.3% | 12,113 | $396K |
| Campbell & CO Investment Adviser LLC | 0.03% | Reduce -11.8% | 12,031 | $394K |
| Teacher Retirement System of Texas | 0.00% | New | 11,801 | $386K |
| Alliancebernstein L.P. | 0.00% | Reduce -5.6% | 11,480 | $376K |
| Brown Capital Management LLC | 0.01% | No change | 11,250 | $368K |
| Orrstown Financial Services Inc. | 0.10% | Reduce -6.3% | 11,126 | $364K |
| HSBC Holdings PLC | 0.00% | New | 10,666 | $349K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.5% | 10,627 | $348K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +7.6% | 10,539 | $345K |
| Collective Family Office LLC | 0.09% | Reduce -5.7% | 10,493 | $343K |
| AQR Capital Management | 0.00% | Reduce -44.0% | 10,401 | $340K |
| Deutsche Bank AG | 0.00% | Add +13.4% | 10,210 | $334K |
| Atom Investors LP | 0.04% | Reduce -72.8% | 10,041 | $329K |
| Franklin Resources Inc. | 0.00% | Add +0.2% | 10,022 | $328K |
| Retirement Planning Co of New England, Inc. | 0.15% | Reduce -12.4% | 9,249 | $303K |
| Susquehanna International Group, LLP | 0.00% | New | 9,168 | $300K |
| D.A. Davidson & Co. | 0.00% | Add +0.0% | 9,105 | $298K |
| Susquehanna Fundamental Investments, LLC | 0.01% | — | 9,065 | $297K |
| Royal Bank of Canada | 0.00% | Reduce -20.1% | 8,827 | $289K |
| MetLife Investment Management, LLC | 0.00% | No change | 8,524 | $279K |
| Citadel Advisors | 0.00% | Reduce -3.6% | 8,495 | $278K |
| Mariner, LLC | 0.00% | Add +2.7% | 8,349 | $273K |
| Financial Counselors Inc. | 0.00% | Reduce -1.9% | 7,901 | $259K |
| Millennium Management | 0.00% | Reduce -61.8% | 7,635 | $250K |
| ELCO Management Co., LLC | 0.13% | Reduce -13.1% | 7,522 | $246K |
| Penn Mutual Asset Management | 0.64% | No change | 7,500 | $245K |
| FMR LLC | 0.00% | Reduce -0.8% | 7,216 | $236K |
| Corebridge Financial, Inc. | 0.00% | Reduce -7.0% | 7,120 | $233K |
| SG Americas Securities, LLC | 0.00% | Add +17.9% | 6,605 | $216K |
| KLP Kapitalforvaltning As | 0.00% | — | 6,400 | $211K |
| New York State Common Retirement Fund | 0.00% | No change | 6,066 | $198K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -36.3% | 5,642 | $185K |
| AlphaQuest LLC | 0.02% | New | 4,904 | $160K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -14.3% | 4,322 | $141K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +44.7% | 4,305 | $141K |
| Arax Advisory Partners | 0.01% | Reduce -2.6% | 3,798 | $124K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 3,657 | $120K |
| BNP Paribas Financial Markets | 0.00% | Reduce -19.3% | 3,219 | $105K |
| Aquatic Capital Management LLC | 0.00% | Add +67.0% | 2,701 | $88K |
| Costello Asset Management, INC | 0.05% | No change | 2,227 | $73K |
| Longview Financial Advisors LLC | 0.04% | — | 1,792 | $59K |
| Osaic Holdings, Inc. | 0.00% | Add +23.1% | 1,664 | $54K |
| Creative Planning | 0.00% | New | 1,466 | $48K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,406 | $46K |
| Cwm, LLC | 0.00% | Reduce -29.9% | 1,374 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 1,316 | $43K |
| New Age Alpha Advisors, LLC | 0.00% | New | 1,243 | $41K |
"% of holder's portfolio" is YORW's weight in each manager's 13F, not the share of York Water Co. the manager owns.