YORW · York Water Co · Holdings

$33.17 -0.18 (-0.54%) At close · Sep 11

Russell 2000 member Rebalance outlook locked

Market Cap

$538.30M

16.23M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 167

Total Value: $320,361,973

Total Shares: 10,452,270

Showing 1–100 of 168 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Superinvestors Holding YORW

All superinvestors →

Mario Gabelli $1,333,275

Holder Concentration

Across 167 13F filers · Δ vs Mar 31, 2026

Top Holder

13.6%

+1.0 pts

Top 5

43.5%

+3.0 pts

Top 10

59.5%

+1.0 pts

HHI

542

Broadly held+69

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -11

Institutional value: +22.7%

Shares held: +21.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Zimmer Partners, LP	+687,200	1,419,877
Mega BlackRock, Inc.	+203,261	1,281,673
Mega AQR CAPITAL MANAGEMENT LLC	+159,506	277,196
Mega Qube Research & Technologies Ltd	+154,862	212,450
Mega TWO SIGMA INVESTMENTS, LP	+81,930	193,737

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega JANE STREET GROUP, LLC	−134,251	13,921
Mega MILLENNIUM MANAGEMENT LLC	−65,820	78,850
Mega GOLDMAN SACHS GROUP INC	−64,383	91,883
Large RENAISSANCE TECHNOLOGIES LLC	−35,800	168,236
Mid CenterBook Partners LP	−20,493	36,989

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid REAVES W H & CO INC	275,000	$8,428,750
Small Empire Financial Management Company, LLC	72,366	$2,218,017
Mid Prospera Financial Services Inc	41,575	$1,274,273
Mid Jump Financial, LLC	25,200	$772,380
Large ExodusPoint Capital Management, LP	21,880	$670,622

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large HRT FINANCIAL LP	83,341	$2,537,733
Mid Brooklyn Investment Group	44,106	$1,343,027
Large Point72 Asset Management, L.P.	22,935	$698,370
Large Squarepoint Ops LLC	21,024	$640,180
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	19,504	$593,896

Filter: New 21 Increased 82 Reduced 40 Sold out 32 Unchanged 24

Showing 100 of 168

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Zimmer Partners, LP

$43,519,230

13.58%

1,419,877

BlackRock, Inc.

$39,283,273

12.26%

1,281,673

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	45,892	$1,406,589	3.6%	Sole
BlackRock Asset Management Canada Ltd	83	$2,543	0.0%	Sole
BlackRock Investment Management, LLC	48,059	$1,473,008	3.7%	Sole
BLACKROCK ADVISORS LLC	36,632	$1,122,770	2.9%	Sole
BlackRock Fund Advisors	631,989	$19,370,462	49.3%	Sole
BlackRock Institutional Trust Company, N.A.	449,674	$13,782,508	35.1%	Sole
Aperio Group, LLC	69,344	$2,125,393	5.4%	Sole

MORGAN STANLEY

$21,864,206

6.82%

713,351

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	2,818	$86,371	0.4%	Defined
MORGAN STANLEY & CO. LLC	4,660	$142,829	0.7%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	8,450	$258,992	1.2%	Defined
MORGAN STANLEY SMITH BARNEY LLC	650,761	$19,945,824	91.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	46,662	$1,430,190	6.5%	Defined

VANGUARD CAPITAL MANAGEMENT LLC

$21,847,289

6.82%

712,799

GEODE CAPITAL MANAGEMENT, LLC

$12,924,552

4.03%

421,682

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	61,766	$1,893,127	14.6%	Defined
Held directly	359,916	$11,031,425	85.4%	Defined

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$11,112,494

3.47%

362,561

STATE STREET CORP

$10,606,034

3.31%

346,037

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	346,037	$10,606,034	100.0%	Defined

VANGUARD PORTFOLIO MANAGEMENT LLC

$9,903,903

3.09%

323,129

Legal & General Group Plc

$9,858,878

3.08%

321,660

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	1,626	$49,836	0.5%	Defined
Legal & General Investment Management Ltd	320,034	$9,809,042	99.5%	Defined

DIMENSIONAL FUND ADVISORS LP

$9,552,744

2.98%

311,672

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	1,109	$33,990	0.4%	Defined
DFA Australia Ltd.	4,361	$133,664	1.4%	Defined
Dimensional Ireland Ltd	11,555	$354,160	3.7%	Defined
Held directly	294,647	$9,030,930	94.5%	Sole

AQR CAPITAL MANAGEMENT LLC

$8,496,055

2.65%

277,196

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Petros Family Wealth, LLC	68	$2,084	0.0%	Other
RF&L WEALTH MANAGEMENT, LLC	25	$766	0.0%	Other
Prism Planning Partners LLC	127	$3,892	0.0%	Other
Arax Advisory Partners	4,973	$152,422	1.8%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	1,242	$38,067	0.4%	Other
Stokes Family Office, LLC	290	$8,888	0.1%	Other
Held directly	270,471	$8,289,936	97.6%	Defined

REAVES W H & CO INC

$8,428,750

2.63%

275,000

ProShare Advisors LLC

$6,947,803

2.17%

226,682

Qube Research & Technologies Ltd

$6,511,592

2.03%

212,450

TWO SIGMA INVESTMENTS, LP

$5,938,039

1.85%

193,737

RENAISSANCE TECHNOLOGIES LLC

$5,156,433

1.61%

168,236

Bank of New York Mellon Corp

$4,714,458

1.47%

153,816

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	122,651	$3,759,253	79.7%	Defined
The Bank of New York Mellon	29,159	$893,723	19.0%	Defined
BNY Mellon, NA joint	2,004	$61,421	1.3%	Defined
Held directly	2	$61	0.0%	Defined

GABELLI FUNDS LLC

$4,652,455

1.45%

151,793

NORTHERN TRUST CORP

$4,441,367

1.39%

144,906

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	138,992	$4,260,104	95.9%	Defined
NORTHERN TRUST GLOBAL INVESTMENTS LTD	3,308	$101,390	2.3%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	2,606	$79,873	1.8%	Other

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$4,141,887

1.29%

135,135

VANGUARD FIDUCIARY TRUST CO

$3,274,278

1.02%

106,828

Penn Capital Management Company, LLC

$2,997,447

0.94%

97,796

Invesco Ltd.

$2,972,036

0.93%

96,967

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	2,425	$74,325	2.5%	Defined
Invesco Trust Co joint	6,523	$199,929	6.7%	Defined
Invesco Capital Management LLC	88,019	$2,697,782	90.8%	Defined

JOHN G ULLMAN & ASSOCIATES INC

$2,849,683

0.89%

92,975

GOLDMAN SACHS GROUP INC

$2,816,213

0.88%

91,883

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	34,709	$1,063,830	37.8%	Defined
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	57,174	$1,752,383	62.2%	Defined

WELLS FARGO & COMPANY/MN

$2,735,940

0.85%

89,264

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	13,795	$422,816	15.5%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	358	$10,972	0.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	75,111	$2,302,152	84.1%	Defined

MILLENNIUM MANAGEMENT LLC

$2,416,752

0.75%

78,850

Empire Financial Management Company, LLC

$2,218,017

0.69%

72,366

Quantinno Capital Management LP

$2,091,464

0.65%

68,237

BANK OF AMERICA CORP /DE/

$1,996,510

0.62%

65,139

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	65,139	$1,996,510	100.0%	Defined

State of New Jersey Common Pension Fund D

$1,919,272

0.60%

62,619

Nuveen, LLC

$1,823,214

0.57%

59,485

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	15,653	$479,764	26.3%	Defined
TEACHERS ADVISORS, LLC joint	43,832	$1,343,450	73.7%	Defined

STOREBRAND ASSET MANAGEMENT AS

$1,762,375

0.55%

57,500

MARSHALL WACE, LLP

$1,440,917

0.45%

47,012

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marshall Wace North America L.P. joint	47,012	$1,440,917	100.0%	Other

LPL Financial LLC

$1,383,663

0.43%

45,144

GAMCO INVESTORS, INC. ET AL

$1,333,275

0.42%

43,500

Prospera Financial Services Inc

$1,274,273

0.40%

41,575

CenterBook Partners LP

$1,133,712

0.35%

36,989

UBS Group AG

$984,353

0.31%

32,116

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	8,298	$254,333	25.8%	Defined
UBS AG	21,610	$662,346	67.3%	Defined
UBS Switzerland AG	1,955	$59,920	6.1%	Defined
UBS Securities LLC	253	$7,754	0.8%	Defined

Teton Advisors, LLC

$978,041

0.31%

31,910

North Star Investment Management Corp.

$965,475

0.30%

31,500

Odyssean, LLC

$954,931

0.30%

31,156

Engineers Gate Manager LP

$872,881

0.27%

28,479

Trexquant Investment LP

$804,869

0.25%

26,260

CITADEL ADVISORS LLC

$780,532

0.24%

25,466

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	3,988	$122,232	15.7%	Defined
Held directly	21,478	$658,300	84.3%	Defined

Jump Financial, LLC

$772,380

0.24%

25,200

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Leap GP LLC joint	25,200	$772,380	100.0%	Defined

Cullen Capital Management, LLC

$701,854

0.22%

22,899

Inspire Investing, LLC

$675,342

0.21%

22,034

Campbell & CO Investment Adviser LLC

$675,219

0.21%

22,030

ExodusPoint Capital Management, LP

$670,622

0.21%

21,880

Russell Investments Group, Ltd.

$666,024

0.21%

21,730

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	21,730	$666,024	100.0%	Defined

Johnson & White Wealth Management, LLC

$651,864

0.20%

21,268

RHUMBLINE ADVISERS

$632,769

0.20%

20,645

MARTINGALE ASSET MANAGEMENT L P

$598,471

0.19%

19,526

Baird Financial Group, Inc.

$561,261

0.18%

18,312

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	17,729	$543,393	96.8%	Defined
BAIRD TRUST Co	583	$17,868	3.2%	Defined

FMR LLC

$559,576

0.17%

18,257

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	4,399	$134,829	24.1%	Defined
STRATEGIC ADVISERS LLC	13,858	$424,747	75.9%	Defined

Atria Investments, Inc

$556,604

0.17%

18,160

RAYMOND JAMES FINANCIAL INC

$553,661

0.17%

18,064

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	17,013	$521,448	94.2%	Defined
Raymond James Financial Services Advisors, Inc.	1,051	$32,213	5.8%	Defined

CITADEL ADVISORS LLC

$530,245

0.17%

17,300

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	17,300	$530,245	100.0%	Defined

Merit Financial Group, LLC

$527,823

0.16%

17,221

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AQR Capital Management	2,533	$77,636	14.7%	Other
Held directly	14,688	$450,187	85.3%	Sole

ALLIANCEBERNSTEIN L.P.

$525,647

0.16%

17,150

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	17,150	$525,647	100.0%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$507,624

0.16%

16,562

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	16,562	$507,624	100.0%	Defined

ELCO Management Co., LLC

$503,334

0.16%

16,422

Mariner, LLC

$500,146

0.16%

16,318

DEUTSCHE BANK AG\

$492,943

0.15%

16,083

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS Investments UK Ltd	16,083	$492,943	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$483,994

0.15%

15,791

HARBOR INVESTMENT ADVISORY, LLC

$445,559

0.14%

14,537

Creative Planning

$436,670

0.14%

14,247

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$432,686

0.14%

14,117

RKL Wealth Management LLC

$431,705

0.13%

14,085

Perigon Wealth Management, LLC

$428,057

0.13%

13,966

JANE STREET GROUP, LLC

$426,678

0.13%

13,921

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	2,957	$90,632	21.2%	Defined
Jane Street Global Trading, LLC	10,964	$336,046	78.8%	Defined

PRICE T ROWE ASSOCIATES INC /MD/

$414,694

0.13%

13,530

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	13,530	$414,694	100.0%	Defined

Clear Harbor Asset Management, LLC

$402,281

0.13%

13,125

Global Retirement Partners, LLC

$395,293

0.12%

12,897

IEQ CAPITAL, LLC

$382,971

0.12%

12,495

Schonfeld Strategic Advisors LLC

$376,964

0.12%

12,299

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$376,014

0.12%

12,268

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	12,268	$376,014	100.0%	Defined

Fulton Bank, N.A.

$358,359

0.11%

11,692

Cambridge Investment Research Advisors, Inc.

$355,294

0.11%

11,592

OCCUDO QUANTITATIVE STRATEGIES LP

$344,444

0.11%

11,238

AMERIPRISE FINANCIAL INC

$341,256

0.11%

11,134

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Columbia Management Investment Advisers, LLC	481	$14,742	4.3%	Defined
Ameriprise Financial Services, LLC	10,653	$326,514	95.7%	Defined

Cerity Partners LLC

$320,874

0.10%

10,469

Quadrature Capital Ltd

$319,464

0.10%

10,423

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Quadrature US Inc.	10,423	$319,464	100.0%	Other

Janney Montgomery Scott LLC

$318,422

0.10%

10,389

Arax Advisory Partners

$301,074

0.09%

9,823

Ballentine Partners, LLC

$295,435

0.09%

9,639

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Aperio Group, LLC	9,639	$295,435	100.0%	Other

MetLife Investment Management, LLC

$284,370

0.09%

9,278

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
METLIFE INC	9,278	$284,370	100.0%	Defined

CITIGROUP INC

$281,397

0.09%

9,181

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citibank, N.A. joint	1,239	$37,975	13.5%	Defined
Citigroup Financial Products Inc. joint	7,942	$243,422	86.5%	Defined

COLLECTIVE FAMILY OFFICE LLC

$281,121

0.09%

9,172

Y-Intercept (Hong Kong) Ltd

$275,543

0.09%

8,990

Atom Investors LP

$263,804

0.08%

8,607

Cetera Investment Advisers

$235,913

0.07%

7,697

Midwest Trust Co

$231,438

0.07%

7,551

Independent Advisor Alliance

$226,993

0.07%

7,406

JPMORGAN CHASE & CO

$226,686

0.07%

7,396

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	6,830	$209,339	92.3%	Defined
J.P. Morgan Investment Management Inc.	333	$10,206	4.5%	Defined
J.P. Morgan SE	233	$7,141	3.2%	Defined

Retirement Planning Co of New England, Inc.

$225,675

0.07%

7,363

COMMONWEALTH EQUITY SERVICES, LLC

$217,124

0.07%

7,084

BARCLAYS PLC

$214,917

0.07%

7,012

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	6,517	$199,746	92.9%	Defined
BARCLAYS CAPITAL INC.	495	$15,171	7.1%	Defined

SEI INVESTMENTS CO

$204,190

0.06%

6,662

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI INVESTMENTS MANAGEMENT CORP	28	$858	0.4%	Sole
SEI TRUST CO	6,634	$203,332	99.6%	Sole

Key facts CIK 108985 CUSIP 987184108 13F (30d) 37 filings 37 filers Visit website