York WaterYORW

13F holders, Q1 2025 (March 31)
168holders +16
29new positions
11sold out
4famous investors
$34.70avg. 13F price*

At the end of Q1 2025, 168 institutions reported holding York Water Co. (YORW) in their 13F filings, up 16 from Q4 2024. 29 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($56.4M), Vanguard Group Inc. ($30.2M) and Zimmer Partners, LP ($26.3M). 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 Israel Englander (0.0% of Millennium Management's portfolio).

Company
York Water Co.
Filed as
YORK WTR CO (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions29$8.2M
Exits11$1.9M

All 13F filers, Q4 2024 → Q1 2025: 628,938 shares bought and 506,368 shares sold, net +122,570 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 168 holders

BlackRock, Inc. 0.00% Reduce -8.8% 1,627,360 $56.4M
Vanguard Group Inc. 0.00% Add +2.4% 870,459 $30.2M
Zimmer Partners, LP 0.53% Add +1.4% 757,623 $26.3M
State Street Corp. 0.00% Add +0.5% 510,053 $17.8M
Geode Capital Management, LLC 0.00% Add +3.2% 348,696 $12.1M
Dimensional Fund Advisors LP 0.00% Reduce -7.0% 339,123 $11.8M
Legal & General Group Plc 0.00% Add +51.7% 230,001 $8.0M
ProShare Advisors LLC 0.02% Reduce -7.9% 208,425 $7.2M
Morgan Stanley 0.00% Reduce -1.9% 179,940 $6.2M
Northern Trust Corp. 0.00% Reduce -5.7% 141,943 $4.9M
Gabelli Funds LLC 0.04% No change 133,643 $4.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -1.6% 115,525 $4.0M
Bank of New York Mellon Corp 0.00% Reduce -4.5% 111,987 $3.9M
Renaissance Technologies 0.01% Reduce -20.9% 96,436 $3.3M
Millennium Management 0.00% Add +1062.7% 88,773 $3.1M
Invesco Ltd. 0.00% Add +36.8% 85,086 $3.0M
State of New Jersey Common Pension Fund D 0.01% Reduce -6.4% 73,026 $2.5M
Goldman Sachs Group Inc. 0.00% Reduce -16.2% 72,538 $2.5M
Nuveen, LLC 0.00% — 67,729 $2.3M
CenterBook Partners LP 0.13% Add +172.3% 58,365 $2.0M
Bank of America Corp. 0.00% Add +9.3% 57,641 $2.0M
Two Sigma Advisers, LP 0.00% Reduce -13.3% 54,000 $1.9M
Russell Investments Group, Ltd. 0.00% Reduce -1.7% 50,513 $1.8M
Susquehanna International Group, LLP 0.00% Add +432.0% 48,776 $1.7M
Two Sigma Investments, LP 0.00% Add +3.4% 48,598 $1.7M
Arrowstreet Capital, Limited Partnership 0.00% New 46,642 $1.6M
UBS Group AG 0.00% Add +13.3% 45,605 $1.6M
Deprince Race & Zollo Inc. 0.03% No change 43,736 $1.5M
GAMCO Investors 0.02% No change 43,500 $1.5M
Penn Capital Management Company, LLC 0.14% Reduce -71.5% 41,384 $1.4M
Teton Advisors, Inc. 0.82% No change 36,660 $1.3M
LPL Financial LLC 0.00% Reduce -9.0% 34,801 $1.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +0.6% 31,301 $1.1M
Los Angeles Capital Management LLC 0.00% New 30,195 $1.0M
Swiss National Bank 0.00% No change 28,200 $978K
Gsa Capital Partners LLP 0.08% Add +109.3% 26,141 $907K
Johnson & White Wealth Management, LLC 0.49% Reduce -0.9% 25,262 $876K
Martingale Asset Management L P 0.02% Add +3.3% 23,526 $816K
Rhumbline Advisers 0.00% Reduce -14.3% 22,060 $765K
FMR LLC 0.00% Add +167.9% 19,331 $670K
CANADA LIFE ASSURANCE Co 0.00% No change 19,184 $667K
Storebrand Asset Management As 0.00% No change 19,131 $663K
PNC Financial Services Group, Inc. 0.00% Add +2.9% 19,120 $663K
Citadel Advisors 0.00% Add +123.0% 18,947 $657K
Penn Mutual Asset Management 1.62% Add +146.7% 18,500 $642K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% New 18,265 $633K
Fulton Bank, N.A. 0.02% Add +6.0% 17,592 $610K
Barclays PLC 0.00% Reduce -28.9% 17,570 $609K
First Manhattan Co. Llc. 0.00% Reduce -9.2% 17,400 $607K
Clear Harbor Asset Management, LLC 0.05% No change 17,275 $599K
Wells Fargo & Company 0.00% Add +2.2% 16,768 $582K
JPMorgan Chase & Co. 0.00% Reduce -66.8% 15,059 $522K
Harbor Investment Advisory, LLC 0.05% No change 14,537 $504K
RKL Wealth Management LLC 0.05% New 14,412 $500K
Merit Financial Group, LLC 0.01% New 14,396 $499K
Jane Street Group, LLC 0.00% New 14,372 $498K
Sageworth Trust Co 0.03% No change 13,657 $474K
Creative Planning 0.00% Add +824.6% 13,555 $470K
California State Teachers Retirement System 0.00% No change 13,427 $466K
Manchester Capital Management LLC 0.06% No change 13,168 $457K
Campbell & CO Investment Adviser LLC 0.04% Add +9.4% 13,163 $456K
Raymond James Financial Inc. 0.00% New 12,950 $449K
ExodusPoint Capital Management, LP 0.01% New 12,207 $423K
Citigroup Inc. 0.00% Reduce -2.3% 11,835 $410K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.3% 11,514 $399K
Alliancebernstein L.P. 0.00% No change 11,480 $398K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +8.9% 11,476 $398K
Brown Capital Management LLC 0.01% No change 11,250 $390K
Atom Investors LP 0.05% Add +9.9% 11,035 $383K
Collective Family Office LLC 0.10% Add +0.0% 10,494 $364K
Cullen Capital Management, LLC 0.00% New 10,475 $363K
Deutsche Bank AG 0.00% No change 10,210 $354K
Janney Montgomery Scott LLC 0.00% Reduce -4.2% 10,181 $353K
Orrstown Financial Services Inc. 0.08% Reduce -8.9% 10,134 $351K
Franklin Resources Inc. 0.00% Add +0.9% 10,112 $351K
ELCO Management Co., LLC 0.19% Add +32.2% 9,945 $345K
Inspire Investing, LLC 0.04% New 9,898 $343K
Mariner, LLC 0.00% Add +16.7% 9,745 $338K
Teacher Retirement System of Texas 0.00% Reduce -19.2% 9,534 $331K
Retirement Planning Co of New England, Inc. 0.16% Add +1.4% 9,381 $325K
D.A. Davidson & Co. 0.00% Add +0.1% 9,110 $316K
MetLife Investment Management, LLC 0.00% Reduce -0.3% 8,495 $295K
Intech Investment Management LLC 0.00% New 8,433 $292K
HRT Financial LP 0.00% Reduce -33.1% 8,416 $291K
Squarepoint Ops LLC 0.00% Reduce -46.3% 8,347 $289K
Ameriprise Financial Inc. 0.00% New 8,245 $286K
Financial Counselors Inc. 0.00% Reduce -0.5% 7,858 $273K
Dynamic Technology Lab Private Ltd 0.04% New 7,580 $263K
Royal Bank of Canada 0.00% Reduce -14.5% 7,551 $262K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 7,016 $243K
EntryPoint Capital, LLC 0.11% New 6,878 $239K
KLP Kapitalforvaltning As 0.00% No change 6,400 $223K
T. Rowe Price Associates Inc. 0.00% New 6,357 $221K
Quantinno Capital Management LP 0.00% New 6,119 $212K
New York State Common Retirement Fund 0.00% No change 6,066 $210K
Janus Henderson Group PLC 0.00% New 5,931 $205K
Public Employees Retirement Association of Colorado 0.00% No change 5,642 $196K
GPS Wealth Strategies Group, LLC 0.02% Reduce -1.6% 4,252 $147K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -3.3% 4,163 $144K
Arax Advisory Partners 0.01% Reduce -0.3% 3,787 $131K

"% 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 168 holders