York WaterYORW

13F holders, Q4 2024 (December 31)
152holders +1
18new positions
24sold out
5famous investors
$32.73avg. 13F price*

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

050100150200 Q1 2024: 136Q1 2024Q2 2024: 141Q2 2024Q3 2024: 151Q3 2024Q4 2024: 152Q4 2024Q1 2025: 168Q1 2025Q2 2025: 160Q2 2025Q3 2025: 161Q3 2025Q4 2025: 161Q4 2025Q1 2026: 178Q1 2026Q2 2026: 168Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions18$3.7M
Exits24$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.

Show all 152 holders