York WaterYORW

13F holders, Q4 2025 (December 31)
161holders
21new positions
21sold out
4famous investors
$31.85avg. 13F price*

At the end of Q4 2025, 161 institutions reported holding York Water Co. (YORW) in their 13F filings, unchanged from Q3 2025. 21 opened new positions and 21 sold out. The largest holders were BlackRock, Inc. ($59.6M), Vanguard Group Inc. ($34.4M) and Zimmer Partners, LP ($23.6M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
York Water Co.
Filed as
YORK WTR CO (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions21$4.3M
Exits21$5.7M

All 13F filers, Q3 2025 → Q4 2025: 1,060,320 shares bought and 531,307 shares sold, net +529,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 161 holders

BlackRock, Inc. 0.00% Add +2.6% 1,873,122 $59.6M
Vanguard Group Inc. 0.00% Add +2.0% 1,081,959 $34.4M
Zimmer Partners, LP 0.62% Reduce -2.1% 741,849 $23.6M
Morgan Stanley 0.00% Add +250.0% 642,716 $20.5M
Legal & General Group Plc 0.00% Add +3.6% 393,352 $12.5M
Geode Capital Management, LLC 0.00% Reduce -1.3% 351,054 $11.2M
State Street Corp. 0.00% Add +2.2% 335,018 $10.7M
Dimensional Fund Advisors LP 0.00% Reduce -6.5% 300,429 $9.6M
Arrowstreet Capital, Limited Partnership 0.00% Add +23.3% 239,813 $7.6M
ProShare Advisors LLC 0.01% Reduce -10.7% 181,341 $5.8M
Goldman Sachs Group Inc. 0.00% Add +79.5% 154,490 $4.9M
Bank of New York Mellon Corp 0.00% Add +28.6% 144,360 $4.6M
Gabelli Funds LLC 0.03% No change 133,643 $4.3M
Charles Schwab Investment Management Inc. 0.00% Reduce -2.7% 118,467 $3.8M
Two Sigma Investments, LP 0.01% Reduce -11.1% 116,985 $3.7M
Northern Trust Corp. 0.00% Reduce -6.0% 115,801 $3.7M
Renaissance Technologies 0.01% Reduce -48.4% 112,836 $3.6M
AQR Capital Management 0.00% Add +23.2% 108,245 $3.4M
Invesco Ltd. 0.00% Reduce -12.8% 97,941 $3.1M
Penn Capital Management Company, LLC 0.23% Reduce -5.5% 89,386 $2.8M
CenterBook Partners LP 0.14% Add +156.1% 88,060 $2.8M
State of New Jersey Common Pension Fund D 0.01% Add +12.3% 82,029 $2.6M
Principal Financial Group Inc. 0.00% Add +49.0% 65,527 $2.1M
Bank of America Corp. 0.00% Add +9.2% 62,113 $2.0M
Quantinno Capital Management LP 0.00% Add +81.9% 50,746 $1.6M
LPL Financial LLC 0.00% Add +13.7% 46,692 $1.5M
Nuveen, LLC 0.00% Add +16.3% 44,579 $1.4M
GAMCO Investors 0.01% No change 43,500 $1.4M
Raymond James Financial Inc. 0.00% Add +8.8% 41,088 $1.3M
UBS Group AG 0.00% Reduce -4.6% 38,810 $1.2M
John G Ullman & Associates Inc. 0.16% New 37,050 $1.2M
FMR LLC 0.00% Add +84.0% 35,691 $1.1M
Teton Advisors, LLC 0.72% Reduce -9.7% 32,670 $1.0M
Wells Fargo & Company 0.00% Add +71.7% 32,157 $1.0M
Storebrand Asset Management As 0.00% No change 29,157 $928K
Creative Planning 0.00% Add +73.6% 28,438 $905K
North Star Investment Management Corp. 0.06% No change 28,000 $892K
PNC Financial Services Group, Inc. 0.00% Add +2.3% 23,071 $735K
Barclays PLC 0.00% Add +10.9% 22,544 $718K
Johnson & White Wealth Management, LLC 0.30% Reduce -4.9% 21,397 $681K
HRT Financial LP 0.00% New 19,751 $628K
Rhumbline Advisers 0.00% Reduce -10.1% 19,244 $613K
Millennium Management 0.00% Reduce -62.3% 18,983 $604K
Russell Investments Group, Ltd. 0.00% Add +106.7% 18,853 $600K
Ballentine Partners, LLC 0.01% Add +45.1% 18,171 $579K
First Manhattan Co. Llc. 0.00% No change 16,400 $526K
Fulton Bank, N.A. 0.02% No change 16,092 $512K
Merit Financial Group, LLC 0.00% Add +20.6% 15,941 $508K
Inspire Investing, LLC 0.04% Reduce -1.3% 14,699 $468K
Harbor Investment Advisory, LLC 0.03% No change 14,537 $463K
RKL Wealth Management LLC 0.04% Reduce -4.9% 13,756 $438K
Sageworth Trust Co 0.02% No change 13,657 $435K
Clear Harbor Asset Management, LLC 0.03% Reduce -5.3% 13,325 $424K
Global Retirement Partners, LLC 0.01% Add +0.0% 12,892 $410K
SG Americas Securities, LLC 0.00% Add +0.1% 12,881 $410K
Inceptionr LLC 0.11% New 12,398 $395K
Odyssean, LLC 0.28% — 12,300 $392K
Two Sigma Advisers, LP 0.00% Reduce -80.1% 12,300 $392K
Mariner, LLC 0.00% Add +35.1% 12,176 $389K
Alliancebernstein L.P. 0.00% Reduce -8.0% 11,580 $369K
ELCO Management Co., LLC 0.23% Add +28.6% 11,401 $363K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +3.8% 11,050 $352K
Cullen Capital Management, LLC 0.00% Add +3.8% 10,868 $346K
JPMorgan Chase & Co. 0.00% Reduce -35.7% 10,708 $341K
Janney Montgomery Scott LLC 0.00% Add +4.8% 10,676 $340K
Atria Investments, Inc 0.00% Reduce -2.3% 10,339 $329K
Mercer Global Advisors Inc. 0.00% Add +25.1% 9,669 $308K
Collective Family Office LLC 0.07% Add +0.0% 9,471 $302K
Ameriprise Financial Inc. 0.00% Add +6.9% 9,063 $289K
Syon Capital LLC 0.01% Add +0.2% 9,027 $287K
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.9% 8,934 $283K
Cerity Partners LLC 0.00% New 8,753 $279K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.3% 8,673 $276K
T. Rowe Price Associates Inc. 0.00% Add +13.7% 8,609 $275K
MetLife Investment Management, LLC 0.00% No change 8,495 $270K
Perigon Wealth Management, LLC 0.00% New 8,300 $264K
Cetera Investment Advisers 0.00% New 8,235 $262K
Evergreen Capital Management LLC 0.01% New 7,885 $253K
Deutsche Bank AG 0.00% No change 7,821 $249K
Cwm, LLC 0.00% Add +9.0% 7,816 $249K
Susquehanna International Group, LLP 0.00% Add +16.2% 7,748 $247K
Retirement Planning Co of New England, Inc. 0.10% Reduce -6.2% 7,729 $246K
Midwest Trust Co 0.00% Reduce -2.1% 7,651 $244K
Quadrant Capital Group LLC 0.01% Add +65.1% 7,222 $230K
Intech Investment Management LLC 0.00% New 7,122 $227K
Brooklyn Investment Group 0.01% New 6,813 $222K
Independent Advisor Alliance 0.01% New 6,761 $215K
Martingale Asset Management L P 0.01% Reduce -67.7% 6,659 $212K
Sei Investments Co. 0.00% New 6,634 $211K
Royal Bank of Canada 0.00% Reduce -34.8% 6,166 $196K
New York State Common Retirement Fund 0.00% No change 6,066 $193K
Public Employees Retirement Association of Colorado 0.00% No change 5,539 $176K
Aquatic Capital Management LLC 0.00% Reduce -38.0% 5,026 $160K
Arax Advisory Partners 0.00% Reduce -56.5% 3,928 $125K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,657 $116K
Osaic Holdings, Inc. 0.00% Reduce -16.6% 3,429 $109K
BNP Paribas Financial Markets 0.00% Reduce -44.6% 3,142 $100K
Parallel Advisors, LLC 0.00% Add +128.8% 2,698 $86K
Costello Asset Management, INC 0.02% Reduce -5.6% 2,227 $71K
State of Alaska, Department of Revenue 0.00% Add +416.5% 2,252 $70K

"% 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 161 holders