York Water YORW Institutional Ownership

NASDAQ YORW

$34.24 +0.16 (+0.47%)

As of: Sep 3, 2026 · 10:46 AM EDT

Institutions by Trading Activity

165 Institutions

Increased 101 61.2%

Unchanged 24 14.5%

Reduced 40 24.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

66.27%

▲+7.13 pp QoQ

Shares Held by Institutions

10.53Mn

of 15.88Mn outstanding

▲+28.18% QoQ

Shares Outstanding

15.88Mn

5.36Mn held outside 13F filers

Institutional Investors

165

filed 13F for Jun 2026

▼-11 vs prior quarter

Net Shares Added (QoQ)

+2.31Mn

accumulated since last quarter

Value of Holdings

$359.23Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

York Water Co (NASDAQ:YORW) appears in 165 institutional 13F filings for the quarter ending June 2026.

Collectively, these holders controlled 66.3% of York Water's outstanding shares in June 2026, up from 59.1% in March 2026.
Their total shares held in YORW increased 28.18% quarter over quarter, and separately, investors owning York Water increased 4.43% from a year ago.
Of these 165 holders, 101 added to their stakes in York Water, 40 trimmed positions, and 24 made no changes.
Combined, these investors held 10.53Mn shares in YORW for June 2026, up by 2.31Mn shares quarter on quarter, and up 2.56Mn shares year over year.
As of June 30, 2026, the biggest holder of York Water is Zimmer Partners, LP at 1.42Mn shares, representing 8.94% of shares outstanding.
The biggest buyers of York Water for the quarter ending June 2026 included Zimmer Partners, LP (687.2K), REAVES W H & CO INC (275.0K), BlackRock, Inc. (203.26K), AQR CAPITAL MANAGEMENT LLC (159.51K), Qube Research & Technologies Ltd (154.86K).
The largest sellers of York Water for the quarter ending June 2026 were JANE STREET GROUP, LLC (134.25K), MILLENNIUM MANAGEMENT LLC (65.82K), Goldman Sachs Group Inc (64.38K), RENAISSANCE TECHNOLOGIES LLC (35.8K), CenterBook Partners LP (20.49K).
Per Business Quant, the top 10 investors in YORW for the quarter ending June 2026 include Zimmer Partners, LP (1.42Mn), BlackRock, Inc. (1.28Mn), Morgan Stanley (713.35K), VANGUARD CAPITAL MANAGEMENT LLC (712.8K), GEODE CAPITAL MANAGEMENT, LLC (421.68K), ARROWSTREET CAPITAL, LIMITED PARTNERSHIP (362.56K), State Street Corp (346.04K), VANGUARD PORTFOLIO MANAGEMENT LLC (323.13K), Legal & General Group Plc (321.66K), DIMENSIONAL FUND ADVISORS LP (311.67K).

Form 13F Holdings

165 Institutional Holders

Report period 30 Jun, 2026

Total shares held 10.53Mn

Of outstanding 66.27%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	Zimmer Partners, LP	0001565854	1,419,877	8.94%	▲687,200	+93.79%	$43.52Mn
2	BlackRock, Inc.	0002012383	1,281,673	8.07%	▲203,261	+18.85%	$39.28Mn
3	Morgan Stanley	0000895421	713,351	4.49%	▲51,403	+7.77%	$21.86Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	712,799	4.49%	▲58,806	+8.99%	$21.85Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	421,682	2.65%	▲77,051	+22.36%	$12.93Mn
6	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0001164508	362,561	2.28%	▲35,831	+10.97%	$11.11Mn
7	State Street Corp	0000093751	346,037	2.18%	▲21,095	+6.49%	$10.68Mn
8	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	323,129	2.03%	▲30,123	+10.28%	$9.90Mn
9	Legal & General Group Plc	0000764068	321,660	2.03%	▲21,960	+7.33%	$9.86Mn
10	DIMENSIONAL FUND ADVISORS LP	0000354204	311,672	1.96%	▲15,793	+5.34%	$9.55Mn
11	AQR CAPITAL MANAGEMENT LLC	0001167557	277,196	1.75%	▲159,506	+135.53%	$8.50Mn
12	REAVES W H & CO INC	0000740913	275,000	1.73%	▲275,000	0.00%	$8.43Mn
13	ProShare Advisors LLC	0001357955	226,682	1.43%	▲34,998	+18.26%	$6.95Mn
14	Qube Research & Technologies Ltd	0001729829	212,450	1.34%	▲154,862	+268.91%	$6.51Mn
15	TWO SIGMA INVESTMENTS, LP	0001179392	193,737	1.22%	▲81,930	+73.28%	$5.94Mn
16	RENAISSANCE TECHNOLOGIES LLC	0001037389	168,236	1.06%	▼35,800	-17.55%	$5.16Mn
17	Bank of New York Mellon Corp	0001390777	153,816	0.97%	▲7,607	+5.20%	$4.71Mn
18	GABELLI FUNDS LLC	0001081407	151,793	0.96%	▲18,150	+13.58%	$4.65Mn
19	Northern Trust Corp	0000073124	144,906	0.91%	▲21,997	+17.90%	$4.44Mn
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	135,135	0.85%	▲17,019	+14.41%	$4.14Mn

Showing 1 to 20 of 165 holders