York WaterYORW
13F holders, Q4 2025 (December 31)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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $4.3M |
| Exits | 21 | $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.