YORK WATER CO - Common Stock (YORW) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
YORW on Nasdaq
Shares outstanding
14,410,383
Price per share
$31.84
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
8,249,483
Total reported value
$251,027,565
% of total 13F portfolios
0%
Share change
+186,040
Value change
+$5,425,189
Number of holders
157
Price from insider filings
$31.84
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of YORK WATER CO - Common Stock (YORW) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 12% +10% $58,925,738 +$5,921,583 1,704,041 +11% BlackRock, Inc. 30 Jun 2025
VANGUARD GROUP INC 7.6% $37,722,146 1,090,866 The Vanguard Group 30 Jun 2025
Zimmer Partners, LP 5.2% $25,597,737 746,943 Zimmer Partners, LP 31 Dec 2024

As of 30 Sep 2025, 157 institutional investors reported holding 8,249,483 shares of YORK WATER CO - Common Stock (YORW). This represents 57% of the company’s total 14,410,383 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of YORK WATER CO - Common Stock (YORW) together control 49% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 13% 1,826,110 +2.2% 0% $55,550,251
VANGUARD GROUP INC 7.4% 1,061,175 -2.7% 0% $32,280,944
Zimmer Partners, LP 5.3% 757,623 0% 0.56% $23,046,892
Legal & General Group Plc 2.6% 379,692 +46% 0% $11,550,230
GEODE CAPITAL MANAGEMENT, LLC 2.5% 355,813 +0.61% 0% $10,826,297
STATE STREET CORP 2.3% 327,822 -22% 0% $10,044,017
DIMENSIONAL FUND ADVISORS LP 2.2% 321,293 -2.5% 0% $9,773,720
RENAISSANCE TECHNOLOGIES LLC 1.5% 218,736 +76% 0.01% $6,653,949
ProShare Advisors LLC 1.4% 202,962 +7.8% 0.01% $6,174,104
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.3% 194,436 +205% 0% $5,914,743
MORGAN STANLEY 1.3% 183,649 -15% 0% $5,586,643
GABELLI FUNDS LLC 0.93% 133,643 0% 0.03% $4,065,420
TWO SIGMA INVESTMENTS, LP 0.91% 131,581 +66% 0.01% $4,002,694
NORTHERN TRUST CORP 0.85% 123,130 -12% 0% $3,745,616
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.85% 121,768 +3.3% 0% $3,704,183
Invesco Ltd. 0.78% 112,260 +33% 0% $3,414,950
Bank of New York Mellon Corp 0.78% 112,223 +1.1% 0% $3,413,811
Penn Capital Management Company, LLC 0.66% 94,612 +60% 0.22% $2,878,097
AQR CAPITAL MANAGEMENT LLC 0.61% 87,874 +361% 0% $2,673,120
GOLDMAN SACHS GROUP INC 0.6% 86,061 +11% 0% $2,617,977
State of New Jersey Common Pension Fund D 0.51% 73,026 0% 0.01% $2,221,451
TWO SIGMA ADVISERS, LP 0.43% 61,800 -15% 0% $1,879,956
BANK OF AMERICA CORP /DE/ 0.39% 56,858 -29% 0% $1,729,606
MILLENNIUM MANAGEMENT LLC 0.35% 50,387 -62% 0% $1,532,773
PRINCIPAL FINANCIAL GROUP INC 0.31% 43,982 0% $1,337,932

Institutional Holders of YORK WATER CO - Common Stock (YORW) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 69,077 $2,197,597 +$76,785 $31.84 13
2025 Q3 8,249,483 $251,027,565 +$5,425,189 $30.42 157
2025 Q2 8,060,567 $254,812,814 +$14,104,725 $31.60 157
2025 Q1 7,574,487 $262,799,332 +$4,389,574 $34.68 163
2024 Q4 7,447,182 $243,783,140 +$1,400,653 $32.72 147
2024 Q3 7,353,507 $275,542,657 +$8,358,351 $37.46 148
2024 Q2 7,150,794 $265,295,169 -$640,606 $37.09 139
2024 Q1 7,128,885 $258,645,049 +$2,529,527 $36.27 134
2023 Q4 6,849 $264,508 $38.62 1
2023 Q3 7,051,246 $264,412,824 +$4,498,641 $37.49 133
2023 Q2 6,916,512 $285,554,819 +$150,983 $41.27 138
2023 Q1 6,904,980 $308,668,862 +$8,403,474 $44.70 142
2022 Q4 6,700,182 $301,432,995 +$8,379,684 $44.98 130
2022 Q3 6,535,968 $251,295,658 +$6,799,190 $38.43 124
2022 Q2 6,465,112 $260,927,702 +$43,925,920 $40.43 121
2022 Q1 5,406,483 $242,648,210 +$6,222,592 $44.97 125
2021 Q4 5,273,342 $262,374,270 +$630,304 $49.78 124
2021 Q3 5,265,096 $230,069,288 -$6,456,751 $43.68 119
2021 Q2 5,397,544 $244,550,574 -$5,407,137 $45.30 119
2021 Q1 5,503,568 $269,555,541 +$7,764,831 $48.97 119
2020 Q4 5,219,154 $243,254,207 +$607,995 $46.60 118
2020 Q3 5,303,044 $224,222,821 -$10,961,685 $42.27 125
2020 Q2 5,532,198 $265,365,658 +$8,179,212 $47.96 126
2020 Q1 5,377,314 $233,746,104 +$1,541,421 $43.46 126
2019 Q4 5,310,232 $244,900,822 +$9,202,698 $46.11 119
2019 Q3 5,062,708 $221,080,262 +$11,401,195 $43.66 111
2019 Q2 4,823,712 $172,338,180 +$5,297,621 $35.72 98
2019 Q1 4,707,290 $161,596,462 -$563,111 $34.32 90
2018 Q4 4,591,050 $147,217,601 +$3,897,007 $32.06 92
2018 Q3 4,491,146 $136,568,331 +$2,459,680 $30.40 95
2018 Q2 4,381,226 $139,320,127 +$3,982,321 $31.80 98
2018 Q1 4,262,222 $132,118,144 -$4,558,966 $31.00 96
2017 Q4 4,457,799 $151,119,050 +$3,897,138 $33.90 99
2017 Q3 4,321,699 $146,508,431 -$2,908,476 $33.90 95
2017 Q2 4,533,656 $157,981,124 +$3,100,305 $34.85 94
2017 Q1 4,443,129 $155,828,799 +$30,068,785 $35.05 94
2016 Q4 4,240,977 $162,000,311 +$10,075,882 $38.20 98
2016 Q3 3,983,925 $118,163,778 +$692,060 $29.66 92
2016 Q2 3,965,909 $127,052,890 +$3,087,959 $32.04 92
2016 Q1 3,897,285 $118,943,000 +$2,398,206 $30.52 86
2015 Q4 3,812,705 $95,051,001 -$157,341 $24.94 74
2015 Q3 3,840,269 $80,727,162 +$1,658,168 $21.02 78
2015 Q2 3,557,005 $74,202,274 -$1,596,584 $20.86 71
2015 Q1 3,840,635 $93,246,028 +$1,810,479 $24.28 75
2014 Q4 3,767,190 $87,444,665 +$3,532,482 $23.21 71
2014 Q3 3,652,098 $73,042,120 +$949,298 $20.00 74
2014 Q2 3,546,410 $73,824,884 -$732,685 $20.82 73
2014 Q1 3,581,647 $73,059,537 +$2,146,571 $20.40 73