York WaterYORW

13F holders, Q1 2026 (March 31)
178holders +17
30new positions
12sold out
7famous investors
$30.46avg. 13F price*

At the end of Q1 2026, 178 institutions reported holding York Water Co. (YORW) in their 13F filings, up 17 from Q4 2025. 30 opened new positions and 12 sold out. The largest holders were BlackRock, Inc. ($32.8M), Zimmer Partners, LP ($22.3M) and Morgan Stanley ($20.2M). 7 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 2026)
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 2025 → Q1 2026

InstitutionsTotal Value
New Positions30$15.7M
Exits12$4.1M

All 13F filers, Q4 2025 → Q1 2026: 1,010,662 shares bought and 1,214,717 shares sold, net −204,055 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 178 holders

BlackRock, Inc. 0.00% Reduce -42.4% 1,078,412 $32.8M
Zimmer Partners, LP 0.57% Reduce -1.2% 732,677 $22.3M
Morgan Stanley 0.00% Add +3.0% 661,948 $20.2M
Vanguard Capital Management LLC 0.00% — 653,993 $19.9M
Geode Capital Management, LLC 0.00% Reduce -1.8% 344,631 $10.5M
State Street Corp. 0.00% Reduce -3.0% 324,942 $10.0M
Arrowstreet Capital, Limited Partnership 0.01% Add +36.2% 326,730 $9.9M
Legal & General Group Plc 0.00% Reduce -23.8% 299,700 $9.1M
Dimensional Fund Advisors LP 0.00% Reduce -1.5% 295,879 $9.0M
Vanguard Portfolio Management LLC 0.00% — 293,006 $8.9M
Renaissance Technologies 0.01% Add +80.8% 204,036 $6.2M
ProShare Advisors LLC 0.01% Add +5.7% 191,684 $5.8M
Goldman Sachs Group Inc. 0.00% Add +1.1% 156,266 $4.8M
Jane Street Group, LLC 0.00% New 148,172 $4.5M
Bank of New York Mellon Corp 0.00% Add +1.3% 146,209 $4.5M
Millennium Management 0.00% Add +662.1% 144,670 $4.4M
Gabelli Funds LLC 0.03% No change 133,643 $4.1M
Northern Trust Corp. 0.00% Add +6.1% 122,909 $3.7M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.3% 118,116 $3.6M
AQR Capital Management 0.00% Add +8.7% 117,690 $3.6M
Two Sigma Investments, LP 0.00% Reduce -4.4% 111,807 $3.4M
Vanguard Fiduciary Trust Co. 0.00% — 93,313 $2.8M
Penn Capital Management Company, LLC 0.21% Reduce -0.1% 89,271 $2.7M
HRT Financial LP 0.01% Add +322.0% 83,341 $2.5M
State of New Jersey Common Pension Fund D 0.01% No change 82,029 $2.5M
Invesco Ltd. 0.00% Reduce -16.7% 81,622 $2.5M
Bank of America Corp. 0.00% Add +3.3% 64,179 $2.0M
Quantinno Capital Management LP 0.00% Add +14.2% 57,925 $1.8M
Qube Research & Technologies Ltd 0.00% New 57,588 $1.8M
CenterBook Partners LP 0.09% Reduce -34.7% 57,482 $1.8M
LPL Financial LLC 0.00% Reduce -2.4% 45,553 $1.4M
Nuveen, LLC 0.00% Add +0.8% 44,936 $1.4M
Brooklyn Investment Group 0.04% Add +547.4% 44,106 $1.3M
GAMCO Investors 0.01% No change 43,500 $1.3M
UBS Group AG 0.00% Add +10.8% 42,984 $1.3M
Marshall Wace, LLP 0.00% New 41,486 $1.3M
John G Ullman & Associates Inc. 0.15% No change 37,050 $1.1M
Citadel Advisors 0.00% New 32,839 $1000K
Teton Advisors, LLC 0.68% Reduce -3.4% 31,570 $961K
North Star Investment Management Corp. 0.05% No change 28,000 $853K
Storebrand Asset Management As 0.00% Reduce -7.0% 27,106 $825K
FMR LLC 0.00% Reduce -25.7% 26,506 $807K
Campbell & CO Investment Adviser LLC 0.04% New 25,296 $770K
Point72 Asset Management 0.00% New 22,935 $698K
Wells Fargo & Company 0.00% Reduce -31.7% 21,970 $669K
Russell Investments Group, Ltd. 0.00% Add +14.3% 21,550 $656K
Squarepoint Ops LLC 0.00% New 21,024 $640K
Johnson & White Wealth Management, LLC 0.27% Reduce -1.8% 21,004 $640K
PNC Financial Services Group, Inc. 0.00% Reduce -16.1% 19,359 $589K
Creative Planning 0.00% Reduce -32.3% 19,257 $586K
D. E. Shaw & Co. 0.00% New 19,177 $584K
Dynamic Technology Lab Private Ltd 0.09% New 19,139 $583K
Rhumbline Advisers 0.00% Reduce -1.7% 18,923 $576K
Inspire Investing, LLC 0.03% Add +14.7% 16,853 $513K
First Manhattan Co. Llc. 0.00% No change 16,400 $503K
Fulton Bank, N.A. 0.02% No change 16,092 $490K
Merit Financial Group, LLC 0.00% Reduce -1.5% 15,704 $478K
Occudo Quantitative Strategies LP 0.03% New 16,015 $465K
Trexquant Investment LP 0.00% New 14,556 $443K
Harbor Investment Advisory, LLC 0.03% No change 14,537 $443K
XTX Topco Ltd 0.01% New 14,341 $437K
RKL Wealth Management LLC 0.04% Add +0.8% 13,859 $422K
Engineers Gate Manager LP 0.01% New 13,496 $411K
Clear Harbor Asset Management, LLC 0.03% No change 13,325 $406K
ELCO Management Co., LLC 0.19% Add +15.6% 13,176 $401K
Odyssean, LLC 0.14% Add +5.8% 13,011 $396K
Alliancebernstein L.P. 0.00% Add +6.1% 12,291 $391K
Mercer Global Advisors Inc. 0.00% Add +27.8% 12,352 $376K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +8.1% 11,939 $364K
Cullen Capital Management, LLC 0.00% Add +8.6% 11,807 $360K
Oxford Asset Management LLP 0.14% New 11,771 $358K
Ballentine Partners, LLC 0.00% Reduce -37.0% 11,451 $349K
Susquehanna International Group, LLP 0.00% Add +42.0% 11,004 $335K
Mariner, LLC 0.00% Reduce -12.9% 10,599 $323K
Atria Investments, Inc 0.00% Add +2.5% 10,594 $323K
Cambridge Investment Research Advisors, Inc. 0.00% Add +19.4% 10,352 $315K
Empirical Asset Management, LLC 0.08% New 10,165 $310K
T. Rowe Price Associates Inc. 0.00% Add +15.1% 9,910 $302K
Deutsche Bank AG 0.00% Add +25.1% 9,788 $298K
Janney Montgomery Scott LLC 0.00% Reduce -8.5% 9,767 $297K
Quadrature Capital Ltd 0.00% New 9,611 $293K
Barclays PLC 0.00% Reduce -57.6% 9,554 $291K
Baird Financial Group, Inc. 0.00% New 9,212 $281K
Collective Family Office LLC 0.06% Reduce -3.2% 9,171 $279K
Ameriprise Financial Inc. 0.00% Add +0.7% 9,127 $278K
Quantbot Technologies LP 0.01% New 9,110 $277K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -1.0% 8,847 $277K
Cetera Investment Advisers 0.00% Add +8.7% 8,953 $273K
Cwm, LLC 0.00% Add +9.9% 8,588 $262K
Perigon Wealth Management, LLC 0.00% Add +1.8% 8,447 $257K
MetLife Investment Management, LLC 0.00% Reduce -2.2% 8,309 $253K
Mirabella Financial Services LLP 0.03% New 8,156 $248K
Vanguard Global Advisers, LLC 0.00% — 8,000 $244K
Retirement Planning Co of New England, Inc. 0.10% Add +0.3% 7,748 $236K
Midwest Trust Co 0.00% Reduce -0.7% 7,601 $231K
Syon Capital LLC 0.01% Reduce -18.5% 7,353 $224K
Raymond James Financial Inc. 0.00% Reduce -82.6% 7,156 $218K
Cerity Partners LLC 0.00% Reduce -18.3% 7,150 $218K
Independent Advisor Alliance 0.00% Add +4.5% 7,068 $215K
Sei Investments Co. 0.00% Add +0.4% 6,662 $203K

"% 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 178 holders