York WaterYORW

13F holders, Q3 2025 (September 30)
161holders +1
23new positions
23sold out
6famous investors
$30.43avg. 13F price*

At the end of Q3 2025, 161 institutions reported holding York Water Co. (YORW) in their 13F filings, up 1 from Q2 2025. 23 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($55.6M), Vanguard Group Inc. ($32.3M) and Zimmer Partners, LP ($23.0M). 6 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 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions23$5.3M
Exits23$5.7M

All 13F filers, Q2 2025 → Q3 2025: 856,321 shares bought and 668,540 shares sold, net +187,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 161 holders

BlackRock, Inc. 0.00% Add +2.2% 1,826,110 $55.6M
Vanguard Group Inc. 0.00% Reduce -2.7% 1,061,175 $32.3M
Zimmer Partners, LP 0.56% No change 757,623 $23.0M
Legal & General Group Plc 0.00% Add +46.1% 379,692 $11.6M
Geode Capital Management, LLC 0.00% Add +0.6% 355,813 $10.8M
State Street Corp. 0.00% Reduce -22.0% 327,822 $10.0M
Dimensional Fund Advisors LP 0.00% Reduce -2.5% 321,293 $9.8M
Renaissance Technologies 0.01% Add +75.6% 218,736 $6.7M
ProShare Advisors LLC 0.01% Add +7.8% 202,962 $6.2M
Arrowstreet Capital, Limited Partnership 0.00% Add +204.7% 194,436 $5.9M
Morgan Stanley 0.00% Reduce -15.0% 183,649 $5.6M
Gabelli Funds LLC 0.03% No change 133,643 $4.1M
Two Sigma Investments, LP 0.01% Add +66.1% 131,581 $4.0M
Northern Trust Corp. 0.00% Reduce -12.5% 123,130 $3.7M
Charles Schwab Investment Management Inc. 0.00% Add +3.3% 121,768 $3.7M
Invesco Ltd. 0.00% Add +33.4% 112,260 $3.4M
Bank of New York Mellon Corp 0.00% Add +1.1% 112,223 $3.4M
Penn Capital Management Company, LLC 0.22% Add +59.9% 94,612 $2.9M
AQR Capital Management 0.00% Add +360.8% 87,874 $2.7M
Goldman Sachs Group Inc. 0.00% Add +10.8% 86,061 $2.6M
State of New Jersey Common Pension Fund D 0.01% No change 73,026 $2.2M
Two Sigma Advisers, LP 0.00% Reduce -15.0% 61,800 $1.9M
Bank of America Corp. 0.00% Reduce -29.2% 56,858 $1.7M
Millennium Management 0.00% Reduce -62.0% 50,387 $1.5M
Principal Financial Group Inc. 0.00% New 43,982 $1.3M
GAMCO Investors 0.01% No change 43,500 $1.3M
LPL Financial LLC 0.00% Reduce -3.3% 41,056 $1.2M
UBS Group AG 0.00% Reduce -1.5% 40,684 $1.2M
Nuveen, LLC 0.00% Reduce -5.6% 38,337 $1.2M
Raymond James Financial Inc. 0.00% Add +8.5% 37,761 $1.1M
Teton Advisors, LLC 0.68% — 36,160 $1.1M
CenterBook Partners LP 0.05% Reduce -55.8% 34,383 $1.0M
Storebrand Asset Management As 0.00% Reduce -4.7% 29,157 $887K
Marshall Wace, LLP 0.00% New 28,596 $870K
North Star Investment Management Corp. 0.05% New 28,000 $852K
Quantinno Capital Management LP 0.00% Add +47.9% 27,896 $849K
Squarepoint Ops LLC 0.00% Add +141.0% 24,914 $758K
PNC Financial Services Group, Inc. 0.00% Add +9.5% 22,545 $686K
Johnson & White Wealth Management, LLC 0.31% Reduce -6.0% 22,493 $684K
Rhumbline Advisers 0.00% Reduce -3.7% 21,413 $651K
Penn Mutual Asset Management 1.56% No change 21,000 $639K
Martingale Asset Management L P 0.02% Reduce -1.9% 20,613 $627K
Barclays PLC 0.00% Reduce -26.3% 20,332 $618K
FMR LLC 0.00% Add +22.6% 19,399 $590K
Wells Fargo & Company 0.00% Add +37.5% 18,727 $570K
JPMorgan Chase & Co. 0.00% Add +126.4% 16,645 $506K
First Manhattan Co. Llc. 0.00% No change 16,400 $502K
Creative Planning 0.00% Reduce -3.5% 16,381 $498K
Jane Street Group, LLC 0.00% Reduce -13.5% 16,156 $491K
Fulton Bank, N.A. 0.02% Reduce -8.5% 16,092 $490K
Inspire Investing, LLC 0.04% Add +20.0% 14,887 $453K
Harbor Investment Advisory, LLC 0.04% No change 14,537 $442K
RKL Wealth Management LLC 0.04% Add +0.3% 14,469 $440K
Clear Harbor Asset Management, LLC 0.03% Reduce -18.5% 14,075 $428K
Citadel Advisors 0.00% Add +13.2% 13,872 $422K
Sageworth Trust Co 0.02% No change 13,657 $415K
Trexquant Investment LP 0.00% Add +24.5% 13,609 $414K
Merit Financial Group, LLC 0.00% Add +6.0% 13,218 $402K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -46.9% 13,120 $399K
Gsa Capital Partners LLP 0.03% Reduce -26.8% 13,047 $397K
Manchester Capital Management LLC 0.05% No change 12,968 $394K
Global Retirement Partners, LLC 0.01% Add +0.0% 12,890 $392K
SG Americas Securities, LLC 0.00% New 12,862 $391K
Alliancebernstein L.P. 0.00% Add +9.6% 12,580 $383K
Ballentine Partners, LLC 0.01% Add +72.5% 12,524 $381K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -3.2% 10,647 $324K
Atria Investments, Inc 0.00% New 10,582 $322K
Cullen Capital Management, LLC 0.00% No change 10,475 $319K
Janney Montgomery Scott LLC 0.00% Add +0.0% 10,189 $310K
Collective Family Office LLC 0.07% Reduce -9.8% 9,470 $288K
Royal Bank of Canada 0.00% Reduce -69.7% 9,460 $288K
Russell Investments Group, Ltd. 0.00% Reduce -67.1% 9,120 $277K
Arax Advisory Partners 0.00% Add +120.9% 9,038 $275K
Mariner, LLC 0.00% Reduce -20.8% 9,013 $274K
Syon Capital LLC 0.01% New 9,005 $274K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -11.3% 8,876 $270K
ELCO Management Co., LLC 0.14% Reduce -10.9% 8,865 $270K
Atom Investors LP 0.02% Reduce -49.8% 8,606 $262K
MetLife Investment Management, LLC 0.00% No change 8,495 $258K
Ameriprise Financial Inc. 0.00% Reduce -1.1% 8,480 $258K
Gitterman Wealth Management, LLC 0.06% Add +120.5% 8,437 $257K
Retirement Planning Co of New England, Inc. 0.10% Add +1.3% 8,243 $251K
Aquatic Capital Management LLC 0.00% Reduce -3.7% 8,100 $246K
Deutsche Bank AG 0.00% Reduce -32.9% 7,821 $238K
Midwest Trust Co 0.00% Reduce -0.5% 7,816 $238K
D. E. Shaw & Co. 0.00% New 7,731 $235K
Mercer Global Advisors Inc. 0.00% New 7,731 $235K
T. Rowe Price Associates Inc. 0.00% Add +11.4% 7,574 $231K
Wealth Enhancement Advisory Services, LLC 0.00% New 7,332 $223K
Cwm, LLC 0.00% Add +176.5% 7,169 $218K
Susquehanna International Group, LLP 0.00% Reduce -65.2% 6,669 $203K
New York State Common Retirement Fund 0.00% No change 6,066 $185K
Quantbot Technologies LP 0.00% New 5,769 $175K
BNP Paribas Financial Markets 0.00% Add +103.5% 5,669 $172K
Public Employees Retirement Association of Colorado 0.00% Reduce -1.8% 5,539 $168K
Quadrant Capital Group LLC 0.00% New 4,375 $133K
Osaic Holdings, Inc. 0.00% Reduce -7.7% 4,114 $126K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,657 $111K
Wealthspire Advisors, LLC 0.00% New 2,673 $81K
GPS Wealth Strategies Group, LLC 0.01% Reduce -17.8% 2,447 $74K
Costello Asset Management, INC 0.02% Add +0.0% 2,359 $72K
Exchange Traded Concepts, LLC 0.00% New 2,186 $66K
Signaturefd, LLC 0.00% Reduce -24.4% 2,177 $66K
Citigroup Inc. 0.00% Reduce -64.5% 2,147 $65K
CANADA LIFE ASSURANCE Co 0.00% Reduce -89.2% 2,073 $63K
Longview Financial Advisors LLC 0.03% No change 1,792 $55K
Tower Research Capital LLC (TRC) 0.00% Add +9.4% 1,543 $47K
Ameritas Investment Partners, Inc. 0.00% No change 1,406 $43K
Parallel Advisors, LLC 0.00% Add +589.5% 1,179 $36K
Advisory Services Network, LLC 0.00% New 1,018 $31K
Crowley Wealth Management, Inc. 0.02% No change 1,000 $30K
Versant Capital Management, Inc 0.00% Add +290.7% 922 $28K
California State Teachers Retirement System 0.00% Reduce -92.8% 898 $27K
EverSource Wealth Advisors, LLC 0.00% Add +15.4% 877 $27K
Sterling Capital Management LLC 0.00% Add +149.4% 843 $26K
Arcadia Investment Management Corp. 0.00% No change 800 $24K
Cornerstone Planning Group LLC 0.00% Add +1114.3% 85 $22K
Jones Financial Companies LLLP 0.00% New 713 $22K
Farther Finance Advisors, LLC 0.00% Add +225.8% 707 $22K
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 $18K
Simplex Trading, LLC 0.00% New 561 $17K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -59.8% 529 $16K
Horizon Financial Services, LLC 0.01% No change 500 $15K
Rise Advisors, LLC 0.01% No change 497 $15K
Amalgamated Bank 0.00% No change 497 $15K
GAMMA Investing LLC 0.00% Add +40.3% 439 $13K
State of Alaska, Department of Revenue 0.00% New 436 $13K
Wilmington Savings Fund Society, FSB 0.00% No change 375 $11K
US Bancorp \de 0.00% Add +46.5% 356 $11K
CENTRAL TRUST Co 0.00% No change 340 $10K
CIBC Private Wealth Group LLC 0.00% Add +361.5% 300 $9K
Capital Advisors, Ltd. LLC 0.00% Add +1594.1% 288 $9K
MassMutual Private Wealth & Trust, FSB 0.00% Add +22.9% 295 $9K
Westside Investment Management, Inc. 0.00% New 288 $9K
Essential Partners LLC 0.00% Add +1105.0% 241 $7K
Glen Eagle Advisors, LLC 0.00% No change 202 $6K
City State Bank 0.00% No change 190 $6K
True Wealth Design, LLC 0.00% Add +66.7% 185 $6K
Allworth Financial LP 0.00% Add +17.6% 160 $5K
Eukles Asset Management 0.00% No change 150 $5K
Fortitude Family Office, LLC 0.00% Add +633.3% 110 $3K
Stone House Investment Management, LLC 0.00% No change 100 $3K
Harbor Capital Advisors, Inc. 0.00% Reduce -8.7% 115 $3K
Clearstead Advisors, LLC 0.00% New 92 $3K
Huntington National Bank 0.00% Reduce -48.5% 83 $3K
IFP Advisors, Inc 0.00% Add +13.1% 69 $2K
Rothschild Investment LLC 0.00% Add +11.1% 50 $2K
CoreCap Advisors, LLC 0.00% No change 44 $1K
Physician Wealth Advisors, Inc. 0.00% Reduce -35.0% 39 $1K
Rockefeller Capital Management L.P. 0.00% New 37 $1K
SBI Securities Co., Ltd. 0.00% No change 31 $943
TD Private Client Wealth LLC 0.00% New 20 $608
Hughes Financial Services, LLC 0.00% No change 16 $511
Sunbelt Securities, Inc. 0.00% New 13 $395
Principal Securities, Inc. 0.00% No change 10 $304
DiNuzzo Private Wealth, Inc. 0.00% No change 2 $63
Tortoise Investment Management, LLC 0.00% New 1 $30
AlphaQuest LLC 0.00% Reduce -99.9% 1 $30
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.