York WaterYORW
13F holders, Q2 2026 (June 30)168holders −10
19new positions
27sold out
5famous investors
$30.66avg. 13F price*
At the end of Q2 2026, 168 institutions reported holding York Water Co. (YORW) in their 13F filings, down 10 from Q1 2026. 19 opened new positions and 27 sold out. The largest holders were Zimmer Partners, LP ($43.5M), BlackRock, Inc. ($39.3M) and Morgan Stanley ($21.9M). 5 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 (Q2 2026)
- CUSIP
- 987184108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.4M |
| Exits | 27 | $7.9M |
All 13F filers, Q1 2026 → Q2 2026: 2,590,086 shares bought and 662,579 shares sold, net +1,927,507 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Zimmer Partners, LP | 1.03% | Add +93.8% | 1,419,877 | $43.5M |
| BlackRock, Inc. | 0.00% | Add +18.9% | 1,281,673 | $39.3M |
| Morgan Stanley | 0.00% | Add +7.8% | 713,351 | $21.9M |
| Vanguard Capital Management LLC | 0.00% | Add +9.0% | 712,799 | $21.8M |
| Geode Capital Management, LLC | 0.00% | Add +22.4% | 421,682 | $12.9M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +11.0% | 362,561 | $11.1M |
| State Street Corp. | 0.00% | Add +6.5% | 346,037 | $10.7M |
| Vanguard Portfolio Management LLC | 0.00% | Add +10.3% | 323,129 | $9.9M |
| Legal & General Group Plc | 0.00% | Add +7.3% | 321,660 | $9.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.3% | 311,672 | $9.6M |
| AQR Capital Management | 0.00% | Add +135.5% | 277,196 | $8.5M |
| Reaves W H & Co. Inc. | 0.13% | New | 275,000 | $8.4M |
| ProShare Advisors LLC | 0.01% | Add +18.3% | 226,682 | $6.9M |
| Qube Research & Technologies Ltd | 0.01% | Add +268.9% | 212,450 | $6.5M |
| Two Sigma Investments, LP | 0.00% | Add +73.3% | 193,737 | $5.9M |
| Renaissance Technologies | 0.01% | Reduce -17.6% | 168,236 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Add +5.2% | 153,816 | $4.7M |
| Gabelli Funds LLC | 0.03% | Add +13.6% | 151,793 | $4.7M |
| Northern Trust Corp. | 0.00% | Add +17.9% | 144,906 | $4.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +14.4% | 135,135 | $4.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | Add +14.5% | 106,828 | $3.3M |
| Penn Capital Management Company, LLC | 0.19% | Add +9.6% | 97,796 | $3.0M |
| Invesco Ltd. | 0.00% | Add +18.8% | 96,967 | $3.0M |
| John G Ullman & Associates Inc. | 0.35% | Add +150.9% | 92,975 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -41.2% | 91,883 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +306.3% | 89,264 | $2.7M |
| Millennium Management | 0.00% | Reduce -45.5% | 78,850 | $2.4M |
| Empire Financial Management Company, LLC | 0.88% | New | 72,366 | $2.2M |
| Quantinno Capital Management LP | 0.00% | Add +17.8% | 68,237 | $2.1M |
| Bank of America Corp. | 0.00% | Add +1.5% | 65,139 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -23.7% | 62,619 | $1.9M |
| Nuveen, LLC | 0.00% | Add +32.4% | 59,485 | $1.8M |
| Storebrand Asset Management As | 0.00% | Add +112.1% | 57,500 | $1.8M |
| Marshall Wace, LLP | 0.00% | Add +13.3% | 47,012 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -0.9% | 45,144 | $1.4M |
| GAMCO Investors | 0.01% | No change | 43,500 | $1.3M |
| Prospera Financial Services Inc | 0.02% | New | 41,575 | $1.3M |
| CenterBook Partners LP | 0.06% | Reduce -35.6% | 36,989 | $1.1M |
| UBS Group AG | 0.00% | Reduce -25.3% | 32,116 | $984K |
| Teton Advisors, LLC | 0.57% | Add +1.1% | 31,910 | $978K |
| North Star Investment Management Corp. | 0.05% | Add +12.5% | 31,500 | $965K |
| Odyssean, LLC | 0.16% | Add +139.5% | 31,156 | $955K |
| Engineers Gate Manager LP | 0.01% | Add +111.0% | 28,479 | $873K |
| Trexquant Investment LP | 0.01% | Add +80.4% | 26,260 | $805K |
| Citadel Advisors | 0.00% | Reduce -22.4% | 25,466 | $781K |
| Jump Financial, LLC | 0.01% | New | 25,200 | $772K |
| Cullen Capital Management, LLC | 0.01% | Add +93.9% | 22,899 | $702K |
| Inspire Investing, LLC | 0.03% | Add +30.7% | 22,034 | $675K |
| Campbell & CO Investment Adviser LLC | 0.04% | Reduce -12.9% | 22,030 | $675K |
| ExodusPoint Capital Management, LP | 0.01% | New | 21,880 | $671K |
| Russell Investments Group, Ltd. | 0.00% | Add +0.8% | 21,730 | $666K |
| Johnson & White Wealth Management, LLC | 0.24% | Add +1.3% | 21,268 | $652K |
| Rhumbline Advisers | 0.00% | Add +9.1% | 20,645 | $633K |
| Martingale Asset Management L P | 0.01% | New | 19,526 | $598K |
| Baird Financial Group, Inc. | 0.00% | Add +98.8% | 18,312 | $561K |
| FMR LLC | 0.00% | Reduce -31.1% | 18,257 | $560K |
| Atria Investments, Inc | 0.01% | Add +71.4% | 18,160 | $557K |
| Raymond James Financial Inc. | 0.00% | Add +152.4% | 18,064 | $554K |
| Merit Financial Group, LLC | 0.00% | Add +9.7% | 17,221 | $528K |
| Alliancebernstein L.P. | 0.00% | Add +39.5% | 17,150 | $522K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.4% | 16,562 | $508K |
| ELCO Management Co., LLC | 0.22% | Add +24.6% | 16,422 | $503K |
| Mariner, LLC | 0.00% | Add +54.0% | 16,318 | $500K |
| Deutsche Bank AG | 0.00% | Add +64.3% | 16,083 | $493K |
| Mercer Global Advisors Inc. | 0.00% | Add +27.8% | 15,791 | $484K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 14,537 | $446K |
| Creative Planning | 0.00% | Reduce -26.0% | 14,247 | $437K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +59.6% | 14,117 | $432K |
| RKL Wealth Management LLC | 0.03% | Add +1.6% | 14,085 | $432K |
| Perigon Wealth Management, LLC | 0.01% | Add +65.3% | 13,966 | $428K |
| Jane Street Group, LLC | 0.00% | Reduce -90.6% | 13,921 | $427K |
| T. Rowe Price Associates Inc. | 0.00% | Add +36.5% | 13,530 | $415K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -1.5% | 13,125 | $402K |
| Global Retirement Partners, LLC | 0.01% | — | 12,897 | $395K |
| Ieq Capital, LLC | 0.00% | New | 12,495 | $383K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 12,299 | $377K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.8% | 12,268 | $376K |
| Fulton Bank, N.A. | 0.01% | Reduce -27.3% | 11,692 | $358K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +12.0% | 11,592 | $355K |
| Occudo Quantitative Strategies LP | 0.02% | Reduce -29.8% | 11,238 | $344K |
| Ameriprise Financial Inc. | 0.00% | Add +22.0% | 11,134 | $341K |
| Cerity Partners LLC | 0.00% | Add +46.4% | 10,469 | $321K |
| Quadrature Capital Ltd | 0.00% | Add +8.4% | 10,423 | $319K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.4% | 10,389 | $318K |
| Arax Advisory Partners | 0.00% | Add +152.2% | 9,823 | $301K |
| Ballentine Partners, LLC | 0.00% | Reduce -15.8% | 9,639 | $295K |
| MetLife Investment Management, LLC | 0.00% | Add +11.7% | 9,278 | $284K |
| Citigroup Inc. | 0.00% | Add +254.8% | 9,181 | $281K |
| Collective Family Office LLC | 0.06% | Add +0.0% | 9,172 | $281K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 8,990 | $276K |
| Atom Investors LP | 0.02% | New | 8,607 | $264K |
| Cetera Investment Advisers | 0.00% | Reduce -14.0% | 7,697 | $236K |
| Midwest Trust Co | 0.00% | Reduce -0.7% | 7,551 | $231K |
| JPMorgan Chase & Co. | 0.00% | Add +18.7% | 7,396 | $228K |
| Independent Advisor Alliance | 0.01% | Add +4.8% | 7,406 | $227K |
| Retirement Planning Co of New England, Inc. | 0.08% | Reduce -5.0% | 7,363 | $226K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.6% | 7,084 | $217K |
| Barclays PLC | 0.00% | Reduce -26.6% | 7,012 | $215K |
| Sei Investments Co. | 0.00% | No change | 6,662 | $204K |
| New York State Common Retirement Fund | 0.00% | No change | 6,066 | $186K |
| Vanguard Global Advisers, LLC | 0.00% | Reduce -25.6% | 5,952 | $182K |
| Aquatic Capital Management LLC | 0.01% | Add +91.3% | 5,865 | $180K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,539 | $170K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +40.3% | 5,130 | $157K |
| Royal Bank of Canada | 0.00% | Reduce -14.4% | 3,901 | $120K |
| Tompkins Financial Corp. | 0.01% | New | 3,600 | $110K |
| BNP Paribas Financial Markets | 0.00% | Add +2.6% | 3,076 | $94K |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +33.1% | 2,760 | $84K |
| Eurizon Capital SGR S.p.A. | 0.00% | No change | 2,553 | $79K |
| Osaic Holdings, Inc. | 0.00% | Add +13.8% | 2,547 | $78K |
| State of Alaska, Department of Revenue | 0.00% | No change | 2,252 | $68K |
| Nisa Investment Advisors, LLC | 0.00% | Add +443.3% | 2,097 | $65K |
| Jones Financial Companies LLLP | 0.00% | Add +5.4% | 1,969 | $61K |
| Costello Asset Management, INC | 0.02% | Reduce -13.5% | 1,927 | $59K |
| Longview Financial Advisors LLC | 0.03% | No change | 1,792 | $55K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -33.0% | 1,613 | $49K |
| Exchange Traded Concepts, LLC | 0.00% | Add +24.4% | 1,514 | $46K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 1,406 | $43K |
| Allworth Financial LP | 0.00% | Add +325.6% | 949 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +9.1% | 866 | $27K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 825 | $25K |
| Signaturefd, LLC | 0.00% | Reduce -60.3% | 801 | $25K |
| Versant Capital Management, Inc | 0.00% | Add +25.2% | 706 | $22K |
| AdvisorNet Financial, Inc | 0.00% | No change | 600 | $18K |
| Ancora Advisors LLC | 0.00% | No change | 600 | $18K |
| Horizon Financial Services, LLC | 0.01% | No change | 500 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -70.6% | 466 | $14K |
| Delta Asset Management LLC | 0.00% | Reduce -8.8% | 417 | $13K |
| Planning Strategies Inc. | 0.01% | — | 401 | $12K |
| IFP Advisors, Inc | 0.00% | Add +944.4% | 376 | $12K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 375 | $11K |
| Sterling Capital Management LLC | 0.00% | Reduce -20.4% | 332 | $10K |
| CENTRAL TRUST Co | 0.00% | Reduce -10.0% | 306 | $9K |
| GAMMA Investing LLC | 0.00% | Reduce -74.3% | 294 | $9K |
| Westside Investment Management, Inc. | 0.00% | No change | 288 | $9K |
| Essential Partners LLC | 0.00% | Reduce -6.6% | 269 | $8K |
| Cornerstone Planning Group LLC | 0.00% | Add +274.2% | 247 | $8K |
| US Bancorp \de | 0.00% | Reduce -53.7% | 233 | $7K |
| Huntington National Bank | 0.00% | Add +147.0% | 205 | $6K |
| California State Teachers Retirement System | 0.00% | Reduce -74.1% | 202 | $6K |
| Harbor Capital Advisors, Inc. | 0.00% | No change | 198 | $6K |
| City State Bank | 0.00% | No change | 190 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | Add +0.6% | 171 | $5K |
| Rothschild Investment LLC | 0.00% | Add +92.8% | 160 | $5K |
| Eukles Asset Management | 0.00% | No change | 150 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -95.1% | 143 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -48.8% | 128 | $4K |
| Federated Hermes, Inc. | 0.00% | New | 125 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +275.8% | 124 | $4K |
| True Wealth Design, LLC | 0.00% | Reduce -18.8% | 104 | $3K |
| Stone House Investment Management, LLC | 0.00% | No change | 100 | $3K |
| Optiver Holding B.V. | 0.00% | Reduce -62.3% | 63 | $2K |
| West Paces Advisors Inc. | 0.00% | New | 48 | $1K |
| Kilter Group LLC | 0.00% | No change | 33 | $1K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 30 | $920 |
| Clearstead Advisors, LLC | 0.00% | New | 24 | $736 |
| TD Private Client Wealth LLC | 0.00% | No change | 20 | $613 |
| SBI Securities Co., Ltd. | 0.00% | No change | 20 | $613 |
| Bare Financial Services, Inc | 0.00% | Reduce -70.7% | 17 | $521 |
| Bogart Wealth, LLC | 0.00% | New | 17 | $521 |
| SJS Investment Consulting Inc. | 0.00% | New | 12 | $368 |
| JFS Wealth Advisors, LLC | 0.00% | New | 6 | $186 |
| Silicon Valley Capital Partners | 0.00% | No change | 6 | $185 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 2 | $62 |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 2 | $61 |
| Hughes Financial Services, LLC | 0.00% | Add +100.0% | 2 | $61 |
| Avion Wealth | 0.00% | New | 17 | $0 |
| Covestor Ltd | 0.00% | Reduce -83.3% | 2 | $0 |
"% of holder's portfolio" is YORW's weight in each manager's 13F, not the share of York Water Co. the manager owns.