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
Commonwealth Equity Services, LLC 0.00% New 6,648 $202K
JPMorgan Chase & Co. 0.00% Reduce -41.8% 6,231 $192K
New York State Common Retirement Fund 0.00% No change 6,066 $185K
Public Employees Retirement Association of Colorado 0.00% No change 5,539 $169K
Royal Bank of Canada 0.00% Reduce -26.1% 4,556 $138K
Arax Advisory Partners 0.00% Reduce -0.8% 3,895 $119K
Police & Firemen's Retirement System of New Jersey 0.00% No change 3,657 $111K
Aquatic Capital Management LLC 0.00% Reduce -39.0% 3,066 $93K
BNP Paribas Financial Markets 0.00% Reduce -4.5% 2,999 $91K
Parallel Advisors, LLC 0.00% Add +7.7% 2,905 $88K
Eurizon Capital SGR S.p.A. 0.00% New 2,553 $79K
Citigroup Inc. 0.00% Add +58.1% 2,588 $79K
Tower Research Capital LLC (TRC) 0.00% Add +55.7% 2,409 $73K
Osaic Holdings, Inc. 0.00% Reduce -34.7% 2,239 $68K
State of Alaska, Department of Revenue 0.00% No change 2,252 $68K
Costello Asset Management, INC 0.02% No change 2,227 $68K
CANADA LIFE ASSURANCE Co 0.00% No change 2,073 $63K
Signaturefd, LLC 0.00% Add +5.9% 2,017 $61K
Quadrant Capital Group LLC 0.00% Reduce -72.3% 2,004 $61K
Jones Financial Companies LLLP 0.00% Add +117.0% 1,868 $56K
Longview Financial Advisors LLC 0.03% No change 1,792 $55K
Farther Finance Advisors, LLC 0.00% Add +38.0% 1,584 $49K
Ameritas Investment Partners, Inc. 0.00% No change 1,406 $43K
Exchange Traded Concepts, LLC 0.00% Reduce -34.9% 1,217 $37K
GAMMA Investing LLC 0.00% Reduce -16.2% 1,145 $35K
Advisory Services Network, LLC 0.00% New 1,037 $32K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +88.8% 825 $25K
Arcadia Investment Management Corp. 0.00% No change 800 $24K
EverSource Wealth Advisors, LLC 0.00% Add +35.7% 794 $24K
California State Teachers Retirement System 0.00% Reduce -12.2% 780 $24K
AdvisorNet Financial, Inc 0.00% No change 600 $18K
Ancora Advisors LLC 0.00% No change 600 $18K
Versant Capital Management, Inc 0.00% Reduce -50.6% 564 $17K
US Bancorp \de 0.00% Reduce -37.0% 503 $15K
Horizon Financial Services, LLC 0.01% No change 500 $15K
Delta Asset Management LLC 0.00% Reduce -25.4% 457 $14K
Sterling Capital Management LLC 0.00% Reduce -41.7% 417 $13K
Nisa Investment Advisors, LLC 0.00% Add +1.1% 386 $12K
Scarborough Advisors, LLC 0.00% New 375 $11K
Wilmington Savings Fund Society, FSB 0.00% No change 375 $11K
CENTRAL TRUST Co 0.00% No change 340 $10K
Westside Investment Management, Inc. 0.00% No change 288 $9K
Essential Partners LLC 0.00% Reduce -2.4% 288 $9K
MassMutual Private Wealth & Trust, FSB 0.00% No change 250 $8K
Allworth Financial LP 0.00% Reduce -18.6% 223 $7K
Harbor Capital Advisors, Inc. 0.00% Add +75.2% 198 $6K
City State Bank 0.00% No change 190 $6K
Glen Eagle Advisors, LLC 0.00% No change 170 $5K
Optiver Holding B.V. 0.00% Reduce -1.8% 167 $5K
Pinnacle Wealth Planning Services, Inc. 0.00% Reduce -30.3% 152 $5K
Eukles Asset Management 0.00% No change 150 $5K
True Wealth Design, LLC 0.00% Reduce -23.4% 128 $4K
Los Angeles Capital Management LLC 0.00% No change 128 $4K
Stone House Investment Management, LLC 0.00% No change 100 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 99 $3K
Rothschild Investment LLC 0.00% Add +6.4% 83 $3K
Huntington National Bank 0.00% No change 83 $3K
CoreCap Advisors, LLC 0.00% No change 75 $2K
Cornerstone Planning Group LLC 0.00% Reduce -69.7% 66 $2K
JPL Wealth Management, LLC 0.00% New 61 $2K
Bare Financial Services, Inc 0.00% Add +286.7% 58 $2K
MAI Capital Management 0.00% New 42 $1K
IFP Advisors, Inc 0.00% Add +2.9% 36 $1K
Kilter Group LLC 0.00% New 33 $1K
Physician Wealth Advisors, Inc. 0.00% Add +10.0% 33 $1K
Capital Advisors, Ltd. LLC 0.00% Reduce -21.1% 30 $1K
Godfrey Financial Associates, Inc. 0.00% No change 30 $914
TD Private Client Wealth LLC 0.00% No change 20 $609
SBI Securities Co., Ltd. 0.00% No change 20 $609
Fortitude Family Office, LLC 0.00% No change 16 $487
Sunbelt Securities, Inc. 0.00% No change 15 $457
Wealth Preservation Advisors, LLC 0.00% New 11 $335
Legacy Wealth Managment, LLC 0.00% No change 8 $244
Silicon Valley Capital Partners 0.00% New 6 $183
DiNuzzo Private Wealth, Inc. 0.00% No change 2 $61
Hughes Financial Services, LLC 0.00% No change 1 $30
Keating Financial Advisory Services, Inc. 0.00% New 1 $30
Covestor Ltd 0.00% Add +20.0% 12 $0

"% of holder's portfolio" is YORW's weight in each manager's 13F, not the share of York Water Co. the manager owns.