York Water Company
YORWInstitutional ownership · Q2 2026
Institutional holders
168
-10 (-5.6%) vs Q1 2026
Reported value
$319.9M
+22.9% vs Q1 2026
Shares held
10.4M
+1.9M shares
Quarter
Q2 2026
Period ended Jun 30, 2026
168 institutional managers reported holding 10,434,976 shares worth $319,909,073 on Form 13F for Q2 2026, against 178 in Q1 2026. Share positions on CUSIP 987184108 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q2 2026
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | Zimmer Partners LP | 1,419,877 | $43.5M | 1.0% | +687.2K | Position |
| 2 | BlackRock Inc | 1,281,673 | $39.3M | < 0.01% | +203.3K | Position |
| 3 | MORGAN STANLEY | 713,351 | $21.9M | < 0.01% | +51.4K | Position |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 712,799 | $21.8M | < 0.01% | +58.8K | Position |
| 5 | GEODE CAPITAL MANAGEMENT LLC | 421,682 | $12.9M | < 0.01% | +77.1K | Position |
| 6 | ARROWSTREET CAPITAL LIMITED PARTNERSHIP | 362,561 | $11.1M | < 0.01% | +35.8K | Position |
| 7 | STATE STREET CORPORATION | 346,037 | $10.7M | < 0.01% | +21.1K | Position |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 323,129 | $9.9M | < 0.01% | +30.1K | Position |
| 9 | Legal & General Group Plc | 321,660 | $9.9M | < 0.01% | +22.0K | Position |
| 10 | DIMENSIONAL FUND ADVISORS LP | 311,672 | $9.6M | < 0.01% | +15.8K | Position |
| 11 | AQR CAPITAL MANAGEMENT LLC | 277,196 | $8.5M | < 0.01% | +159.5K | Position |
| 12 | REAVES W H & CO INC | 275,000 | $8.4M | 0.13% | New | Position |
| 13 | ProShare Advisors LLC | 226,682 | $6.9M | 0.01% | +35.0K | Position |
| 14 | Qube Research & Technologies Ltd | 212,450 | $6.5M | < 0.01% | +154.9K | Position |
| 15 | TWO SIGMA INVESTMENTS LP | 193,737 | $5.9M | < 0.01% | +81.9K | Position |
| 16 | RENAISSANCE TECHNOLOGIES LLC | 168,236 | $5.2M | < 0.01% | -35.8K | Position |
| 17 | THE BANK OF NEW YORK MELLON CORPORATION | 153,816 | $4.7M | < 0.01% | +7.6K | Position |
| 18 | GABELLI FUNDS LLC | 151,793 | $4.7M | 0.03% | +18.2K | Position |
| 19 | NORTHERN TRUST CORPORATION | 144,906 | $4.4M | < 0.01% | +22.0K | Position |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 135,135 | $4.1M | < 0.01% | +17.0K | Position |
| 21 | VANGUARD FIDUCIARY TRUST CO | 106,828 | $3.3M | < 0.01% | +13.5K | Position |
| 22 | Penn Capital Management Company LLC | 97,796 | $3.0M | 0.19% | +8.5K | Position |
| 23 | Invesco Ltd | 96,967 | $3.0M | < 0.01% | +15.3K | Position |
| 24 | JOHN G ULLMAN & ASSOCIATES INC | 92,975 | $2.8M | 0.35% | +55.9K | Position |
| 25 | The Goldman Sachs Group Inc | 91,883 | $2.8M | < 0.01% | -64.4K | Position |
Values as reported on each manager's Q2 2026 Form 13F. Change is in shares against the manager's prior-quarter filing.
13F holders by quarter
| Quarter | Holders | Shares | Value |
|---|---|---|---|
| Q2 2026 | 168 -10 | 10.4M | $319.9M |
| Q1 2026 | 178 +17 | 8.5M | $260.4M |
| Q4 2025 | 161 -1 | 8.8M | $280.6M |
| Q3 2025 | 162 +3 | 8.3M | $251.9M |
| Q2 2025 | 159 -8 | 8.1M | $255.8M |
| Q1 2025 | 167 +15 | 7.6M | $263.5M |
| Q4 2024 | 152 +3 | 7.5M | $244.5M |
| Q3 2024 | 149 +8 | 7.4M | $276.3M |
| Q2 2024 | 141 +5 | 7.2M | $265.9M |
| Q1 2024 | 136 -7 | 7.2M | $260.1M |
| Q4 2023 | 143 +6 | 7.2M | $276.7M |
| Q3 2023 | 137 -5 | 7.1M | $265.4M |
| Q2 2023 | 142 -1 | 6.9M | $286.6M |
| Q1 2023 | 143 +11 | 6.9M | $309.1M |
| Q4 2022 | 132 +5 | 6.7M | $301.9M |
| Q3 2022 | 127 | 6.7M | $256.0M |
| Q2 2022 | 127 -4 | 6.5M | $262.0M |
| Q1 2022 | 131 +5 | 5.4M | $243.7M |
| Q4 2021 | 126 +5 | 5.3M | $262.3M |
| Q3 2021 | 121 | 5.3M | $229.6M |
Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.
Across other SEC filings
Fund holders · N-PORT
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Annual & quarterly reports
-
10-K · FY2025 Filed 2026-03-03Business · Risk Factors · Management's Discussion and Analysis
-
Management's Discussion and Analysis · Controls and Procedures
5%+ holders · 13D/G
3 filers| Filer | % of class | Filed |
|---|---|---|
| Zimmer Partners LP 13G | 8.8% | 2026-08-14 |
| VANGUARD CAPITAL MANAGEMENT LLC 13G | 5.2% | 2026-04-30 |
| BlackRock Inc 13G | 7.0% | 2026-04-24 |
Latest Schedule 13D or 13G from each filer naming this CUSIP; stakes a filer has reported closed are left out.
Insiders · Form 4
Net insider transactions, 12 months
-$127K
32 filings with purchases ($139K),
1 filing with sales ($266K)
Latest filings
- David M Velazquez 2026-10-21 Buy
- Douglas S Brossman 2026-10-21 Buy
- Mark S Snyder 2026-10-19 Award
- Matthew J Scarpato 2026-10-19 Award
- Matthew E Poff 2026-10-19 Award
Ownership explorer
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Security Details
| CUSIP | 987184108 |
|---|---|
| ISIN | US9871841089 |
| FIGI | BBG001S6YWZ7 |
| Symbol | YORW |
| Type | Common stock |
| Class | COM as filed on 13F |
| Exchange | Nasdaq |
| Company | York Water Company |
Identifier History
| Type | Value | From | To |
|---|---|---|---|
| FIGI | BBG001S6YWZ7 | 2026-02-07 | Current |
| CUSIP | 987184108 | 2001-06-30 | Current |
Listing History
| Symbol | Exchange | From | To |
|---|---|---|---|
| YORW | Nasdaq | 2004-07-30 | Current |