York WaterYORW

13F holders, Q2 2025 (June 30)
160holders −8
16new positions
25sold out
5famous investors
$31.61avg. 13F price*

At the end of Q2 2025, 160 institutions reported holding York Water Co. (YORW) in their 13F filings, down 8 from Q1 2025. 16 opened new positions and 25 sold out. The largest holders were BlackRock, Inc. ($56.4M), Vanguard Group Inc. ($34.5M) and Zimmer Partners, LP ($23.9M). 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 Israel Englander (0.0% of Millennium Management's portfolio).

Company
York Water Co.
Filed as
YORK WTR CO (Q2 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions16$3.0M
Exits25$5.5M

All 13F filers, Q1 2025 → Q2 2025: 900,201 shares bought and 423,278 shares sold, net +476,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 160 holders

BlackRock, Inc. 0.00% Add +9.8% 1,786,098 $56.4M
Vanguard Group Inc. 0.00% Add +25.3% 1,090,866 $34.5M
Zimmer Partners, LP 0.55% No change 757,623 $23.9M
State Street Corp. 0.00% Reduce -17.6% 420,522 $13.4M
Geode Capital Management, LLC 0.00% Add +1.4% 353,661 $11.2M
Dimensional Fund Advisors LP 0.00% Reduce -2.8% 329,503 $10.4M
Legal & General Group Plc 0.00% Add +13.0% 259,883 $8.2M
Morgan Stanley 0.00% Add +20.0% 215,973 $6.8M
ProShare Advisors LLC 0.01% Reduce -9.7% 188,282 $5.9M
Northern Trust Corp. 0.00% Reduce -0.9% 140,691 $4.4M
Gabelli Funds LLC 0.03% No change 133,643 $4.2M
Millennium Management 0.00% Add +49.5% 132,755 $4.2M
Renaissance Technologies 0.01% Add +29.1% 124,536 $3.9M
Charles Schwab Investment Management Inc. 0.00% Add +2.0% 117,865 $3.7M
Bank of New York Mellon Corp 0.00% Reduce -0.9% 110,970 $3.5M
Invesco Ltd. 0.00% Reduce -1.1% 84,134 $2.7M
Bank of America Corp. 0.00% Add +39.3% 80,304 $2.5M
Two Sigma Investments, LP 0.00% Add +63.0% 79,205 $2.5M
CenterBook Partners LP 0.14% Add +33.2% 77,755 $2.5M
Goldman Sachs Group Inc. 0.00% Add +7.1% 77,708 $2.5M
State of New Jersey Common Pension Fund D 0.01% No change 73,026 $2.3M
Two Sigma Advisers, LP 0.00% Add +34.6% 72,700 $2.3M
Arrowstreet Capital, Limited Partnership 0.00% Add +36.8% 63,823 $2.0M
Penn Capital Management Company, LLC 0.16% Add +43.0% 59,165 $1.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +49.5% 46,799 $1.5M
GAMCO Investors 0.01% No change 43,500 $1.4M
LPL Financial LLC 0.00% Add +22.0% 42,442 $1.3M
UBS Group AG 0.00% Reduce -9.4% 41,319 $1.3M
Nuveen, LLC 0.00% Reduce -40.0% 40,622 $1.3M
Teton Advisors, Inc. 0.72% Reduce -1.4% 36,160 $1.1M
Raymond James Financial Inc. 0.00% Add +168.7% 34,801 $1.1M
Royal Bank of Canada 0.00% Add +312.9% 31,181 $986K
Storebrand Asset Management As 0.00% Add +59.9% 30,589 $967K
Russell Investments Group, Ltd. 0.00% Reduce -45.1% 27,752 $877K
Barclays PLC 0.00% Add +57.1% 27,596 $872K
Swiss National Bank 0.00% Reduce -2.5% 27,500 $869K
Los Angeles Capital Management LLC 0.00% Reduce -16.1% 25,344 $801K
Y-Intercept (Hong Kong) Ltd 0.02% New 24,717 $781K
Johnson & White Wealth Management, LLC 0.38% Reduce -5.3% 23,920 $756K
Rhumbline Advisers 0.00% Add +0.8% 22,227 $702K
Martingale Asset Management L P 0.02% Reduce -10.6% 21,023 $664K
Penn Mutual Asset Management 1.47% Add +13.5% 21,000 $664K
PNC Financial Services Group, Inc. 0.00% Add +7.7% 20,588 $651K
CANADA LIFE ASSURANCE Co 0.00% Add +0.0% 19,186 $606K
Susquehanna International Group, LLP 0.00% Reduce -60.8% 19,143 $605K
AQR Capital Management 0.00% New 19,070 $603K
Quantinno Capital Management LP 0.00% Add +208.3% 18,862 $596K
Jane Street Group, LLC 0.00% Add +30.0% 18,678 $590K
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -0.2% 18,224 $576K
Gsa Capital Partners LLP 0.04% Reduce -31.8% 17,822 $563K
Fulton Bank, N.A. 0.02% No change 17,592 $556K
Clear Harbor Asset Management, LLC 0.04% No change 17,275 $546K
Atom Investors LP 0.05% Add +55.2% 17,130 $541K
Creative Planning 0.00% Add +25.2% 16,973 $536K
First Manhattan Co. Llc. 0.00% Reduce -5.8% 16,400 $522K
FMR LLC 0.00% Reduce -18.1% 15,829 $500K
Teacher Retirement System of Texas 0.00% Add +56.0% 14,868 $470K
Harbor Investment Advisory, LLC 0.04% No change 14,537 $459K
RKL Wealth Management LLC 0.04% Add +0.1% 14,427 $456K
Sageworth Trust Co 0.02% No change 13,657 $432K
Wells Fargo & Company 0.00% Reduce -18.8% 13,620 $430K
Manchester Capital Management LLC 0.05% Reduce -1.5% 12,968 $410K
Global Retirement Partners, LLC 0.01% — 12,887 $407K
Merit Financial Group, LLC 0.00% Reduce -13.4% 12,464 $394K
Inspire Investing, LLC 0.04% Add +25.3% 12,402 $392K
California State Teachers Retirement System 0.00% Reduce -7.7% 12,389 $391K
Citadel Advisors 0.00% Reduce -35.3% 12,255 $387K
Man Group plc 0.00% New 12,197 $385K
Deutsche Bank AG 0.00% Add +14.2% 11,655 $368K
Alliancebernstein L.P. 0.00% No change 11,480 $363K
Mariner, LLC 0.00% Add +16.7% 11,374 $359K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -4.1% 11,003 $348K
Trexquant Investment LP 0.00% New 10,929 $345K
Collective Family Office LLC 0.09% Add +0.0% 10,495 $332K
Cullen Capital Management, LLC 0.00% No change 10,475 $331K
Squarepoint Ops LLC 0.00% Add +23.8% 10,336 $327K
Janney Montgomery Scott LLC 0.00% Add +0.0% 10,185 $322K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -13.1% 10,010 $316K
ELCO Management Co., LLC 0.16% No change 9,945 $314K
Ameriprise Financial Inc. 0.00% Add +4.0% 8,572 $271K
MetLife Investment Management, LLC 0.00% No change 8,495 $268K
Aquatic Capital Management LLC 0.01% Add +783.0% 8,415 $266K
Retirement Planning Co of New England, Inc. 0.11% Reduce -13.3% 8,137 $257K
Midwest Trust Co 0.00% — 7,858 $248K
Pictet Asset Management Holding SA 0.00% New 7,556 $239K
JPMorgan Chase & Co. 0.00% Reduce -51.2% 7,351 $232K
Inceptionr LLC 0.05% New 7,330 $232K
Ballentine Partners, LLC 0.00% New 7,261 $229K
T. Rowe Price Associates Inc. 0.00% Add +7.0% 6,799 $215K
Orrstown Financial Services Inc. 0.04% Reduce -36.2% 6,462 $204K
New York State Common Retirement Fund 0.00% No change 6,066 $192K
Citigroup Inc. 0.00% Reduce -48.9% 6,043 $191K
Public Employees Retirement Association of Colorado 0.00% No change 5,642 $178K
KLP Kapitalforvaltning As 0.00% Reduce -15.6% 5,400 $172K
Osaic Holdings, Inc. 0.00% Add +39.2% 4,458 $143K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 4,163 $132K
Arax Advisory Partners 0.01% Add +8.0% 4,091 $129K
Gitterman Wealth Management, LLC 0.03% New 3,826 $121K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,657 $116K
GPS Wealth Strategies Group, LLC 0.01% Reduce -30.0% 2,977 $94K
Signaturefd, LLC 0.00% Reduce -20.1% 2,881 $91K
BNP Paribas Financial Markets 0.00% Add +9.0% 2,786 $88K
Cwm, LLC 0.00% Add +70.4% 2,593 $82K
Costello Asset Management, INC 0.03% Add +0.0% 2,358 $75K
New Age Alpha Advisors, LLC 0.00% New 1,954 $62K
Longview Financial Advisors LLC 0.04% No change 1,792 $57K
Tower Research Capital LLC (TRC) 0.00% Add +86.9% 1,411 $45K
Ameritas Investment Partners, Inc. 0.00% No change 1,406 $44K
Danske Bank A/S 0.00% Add +1300.0% 1,400 $44K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -1.1% 1,316 $42K
AlphaQuest LLC 0.00% Add +700.0% 1,232 $39K
Crowley Wealth Management, Inc. 0.03% No change 1,000 $32K
Arcadia Investment Management Corp. 0.00% No change 800 $25K
EverSource Wealth Advisors, LLC 0.00% Add +1588.9% 760 $24K
Nisa Investment Advisors, LLC 0.00% No change 644 $20K
Delta Asset Management LLC 0.00% No change 613 $19K
AdvisorNet Financial, Inc 0.00% No change 600 $19K
Amalgamated Bank 0.00% No change 497 $16K
Horizon Financial Services, LLC 0.01% No change 500 $16K
Rise Advisors, LLC 0.01% No change 497 $16K
Caldwell Trust Co 0.00% No change 450 $14K
Wilmington Savings Fund Society, FSB 0.00% No change 375 $12K
CENTRAL TRUST Co 0.00% No change 340 $11K
Sterling Capital Management LLC 0.00% Add +55.8% 338 $11K
GAMMA Investing LLC 0.00% Add +17.2% 313 $10K
US Bancorp \de 0.00% Reduce -20.1% 243 $8K
MassMutual Private Wealth & Trust, FSB 0.00% Add +50.9% 240 $8K
Versant Capital Management, Inc 0.00% Reduce -6.0% 236 $7K
Farther Finance Advisors, LLC 0.00% Add +8.5% 217 $7K
Glen Eagle Advisors, LLC 0.00% Add +0.5% 202 $6K
MAI Capital Management 0.00% New 192 $6K
City State Bank 0.00% No change 190 $6K
Parallel Advisors, LLC 0.00% Reduce -45.5% 171 $5K
Huntington National Bank 0.00% No change 161 $5K
Eukles Asset Management 0.00% No change 150 $5K
Allworth Financial LP 0.00% Add +44.7% 136 $4K
Harbor Capital Advisors, Inc. 0.00% Add +2.4% 126 $4K
UMB Bank, n.a. 0.00% New 113 $4K
True Wealth Design, LLC 0.00% Add +94.7% 111 $4K
Larson Financial Group LLC 0.00% Add +84.2% 105 $3K
Stone House Investment Management, LLC 0.00% No change 100 $3K
Kiker Wealth Management, LLC 0.00% No change 90 $3K
CIBC Private Wealth Group LLC 0.00% No change 65 $2K
IFP Advisors, Inc 0.00% New 61 $2K
Physician Wealth Advisors, Inc. 0.00% Add +50.0% 60 $2K
Rothschild Investment LLC 0.00% Add +125.0% 45 $1K
CoreCap Advisors, LLC 0.00% No change 44 $1K
Harbour Investments, Inc. 0.00% No change 40 $1K
Capital Advisors, Ltd. LLC 0.00% No change 17 $1K
SBI Securities Co., Ltd. 0.00% Add +34.8% 31 $980
Sierra Ocean, LLC 0.00% No change 27 $853
Essential Partners LLC 0.00% — 20 $632
Hughes Financial Services, LLC 0.00% No change 16 $489
Fortitude Family Office, LLC 0.00% New 15 $474
State of Wyoming 0.00% Reduce -50.0% 14 $442
Principal Securities, Inc. 0.00% Add +11.1% 10 $316
Cornerstone Planning Group LLC 0.00% New 7 $211
DiNuzzo Private Wealth, Inc. 0.00% No change 2 $64
National Bank of Canada 0.00% New 2 $63
Covestor Ltd 0.00% No change 1 $0

"% of holder's portfolio" is YORW's weight in each manager's 13F, not the share of York Water Co. the manager owns.