York WaterYORW
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $15.7M |
| Exits | 12 | $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.