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YORW · York Water Co · Holdings

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$31.44 -0.22 (-0.69%)
Russell 2000 member Rebalance outlook locked
Market Cap
$514.77M
Shares
16.23M
Volume · Oct 28 14.27K Avg daily vol (3M) 145.02K

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 → See every holder of YORW: 13F, 13D and 13G, insiders and funds →
The Sep 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out. Each fund's Change is measured against its own previous reported quarter, shown in the Reported column. Pick a completed quarter in the Quarter selector below to put every fund on one quarter and see the stock-wide activity breakdown.
Holders: 168
Total Value: $321,517,318
Total Shares: 10,490,201
Showing 1–100 of 169 holdings by value · page 1 of 2

Institutional Ownership Trend

27 quarters

Superinvestors Holding YORW

All superinvestors →
Mario Gabelli $1,333,275

Holder Concentration

Across 168 13F filers
Top Holder
13.6%
Sep 2023 → Jun 2026 · range 12.6% – 23.8%
of institutional value
Top 5
43.5%
Sep 2023 → Jun 2026 · range 40.5% – 56.8%
of institutional value
Top 10
59.5%
Sep 2023 → Jun 2026 · range 58.4% – 70.9%
of institutional value
HHI
542
Sep 2023 → Jun 2026 · range 473 – 935
Broadly held

Who Holds YORW

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 168 filers, like-for-like change +22.7%; actively managed books +34.1%; index-like books +10.2%.

Holder type Share Filers Change
Registered adviser 54.3% 94 +28.5%
Exempt adviser 2.6% 3 +125.6%
Adviser 4.1% 6 +193.4%
Bank 8.4% 13 +14.8%
Broker-dealer 0.4% 1 -0.9%
Benefit plan 0.0% 1 -74.1%
Non-US 0.2% 3 +49.8%
Holding company 20.3% 6 +9.4%
Insurer 0.0% 0 —
Unknown 9.7% 41 -5.6%

The Sep 30, 2026 filing window is still open, so its bar carries the Jun 30, 2026 positions of filers that have not filed yet.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 2 holders with no observed 2026-03-31 13F and 4 holders with no observed 2026-06-30 13F.

Conviction and Crowding

168 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
0
0.000% of filers hold it in their top 10
Mar 31, 2026: 0
Holders above 5%
0
median weight 0.001%
Mar 31, 2026: 0
Crowding
23.8%
of shares outstanding, 69th percentile
Mar 31, 2026: 20.6%
Private-fund advisers
23.4%
of shares outstanding
Institutional ownership
64.4%
65.1% of the estimated free float
Top 10 holders
59.6%
of 13F shares, Herfindahl 0.054
Active holders
+34.1%
like-for-like share change of active filers
5% stakes on record
4
0 13D, 4 13G (4 institutional, 0 passive, 0 exempt)
How long holders have held it value-weighted 14.5 quarters
Under 1 year 21.5% 1 to 3 years 26.0% 3 years or more 52.4% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$33.36
estimated per share
Mar 31, 2026: $35.30
Quarter-end price
$30.65
implied by 13F values
Estimated gain or loss
-8.1%
price against the estimated cost
Estimated at a loss
82.3%
of costed 13F value

Estimated cost covers 39.8% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Shared Holders

Companies YORW's active holders also own, quarter ended Jun 30, 2026
# Company Shared holders
1 BKH Black Hills Corp 3
2 IDA Idacorp Inc 3
3 NI Nisource Inc. 3
4 EQT EQT Corp 3
5 TRGP Targa Resources Corp. 3
6 SRE Sempra 3
7 LNG Cheniere Energy, Inc. 3
8 NEE Nextera Energy Inc 6
9 AMT American Tower Corp 3
10 OKE Oneok Inc 3

Shareholder Targets

13F filers that own its peers but not YORW, quarter ended Jun 30, 2026

Found through its holder-overlap peers: BKH, IDA, NI, EQT, TRGP, SRE, LNG, NEE, AMT, OKE, CVX, GEV, PLD, KMI, DUK, JNJ, CSX, AAPL, MSFT, HD. 6,759 filers in all.

# Filer In peers
1 NORGES BANK Non-US, Index-like $125,923,502,868 16 held
2 Berkshire Hathaway Inc Insurer, Concentrated $79,936,438,811 2 held
3 Capital Research Global Investors Adviser, Diversified active $67,625,712,178 14 held
4 WELLINGTON MANAGEMENT GROUP LLP Holding company, Diversified active $56,617,351,536 19 held
5 FRANKLIN RESOURCES INC Adviser, Diversified active $55,329,153,621 20 held
6 Amundi Holding company, Index-like $53,728,324,970 18 held
7 Capital World Investors Adviser, Diversified active $50,900,788,962 12 held
8 Fisher Asset Management, LLC Adviser, Diversified active $42,051,246,607 17 held
9 Capital International Investors Adviser, Diversified active $37,848,864,208 12 held
10 HSBC HOLDINGS PLC Unknown, Index-like $28,903,319,020 20 held

Fund Ownership of YORW by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 15.90% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 3.16% 512,217
Index ETFs 12.74% 2,067,839
Active ETFs 0.66% 107,612
Active funds 4.87% 790,017
Unclassified 0.00% 239
All registered funds 21.43% 3,477,924
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Holder type: Registered adviser 92 Exempt adviser 3 Adviser 6 Bank 13 Broker-dealer 1 Benefit plan 1 Non-US 3 Holding company 6 Unknown 43
Showing 100 of 169
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Zimmer Partners, LP $43,519,230 13.54% 1,419,877
BlackRock, Inc. $39,283,273 12.22% 1,281,673
MORGAN STANLEY $21,864,206 6.80% 713,351
VANGUARD CAPITAL MANAGEMENT LLC $21,847,289 6.80% 712,799
GEODE CAPITAL MANAGEMENT, LLC $12,924,552 4.02% 421,682
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $11,112,494 3.46% 362,561
STATE STREET CORP $10,606,034 3.30% 346,037
VANGUARD PORTFOLIO MANAGEMENT LLC $9,903,903 3.08% 323,129
Legal & General Group Plc $9,858,878 3.07% 321,660
DIMENSIONAL FUND ADVISORS LP $9,552,744 2.97% 311,672
AQR CAPITAL MANAGEMENT LLC $8,496,055 2.64% 277,196
REAVES W H & CO INC $8,428,750 2.62% 275,000
ProShare Advisors LLC $6,947,803 2.16% 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 1.60% 168,236
Bank of New York Mellon Corp $4,714,458 1.47% 153,816
GABELLI FUNDS LLC $4,652,455 1.45% 151,793
NORTHERN TRUST CORP $4,441,367 1.38% 144,906
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 0.93% 97,796
Invesco Ltd. $2,972,036 0.92% 96,967
JOHN G ULLMAN & ASSOCIATES INC $2,849,683 0.89% 92,975
GOLDMAN SACHS GROUP INC $2,816,213 0.88% 91,883
WELLS FARGO & COMPANY/MN $2,735,940 0.85% 89,264
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
State of New Jersey Common Pension Fund D $1,919,272 0.60% 62,619
Nuveen, LLC $1,823,214 0.57% 59,485
STOREBRAND ASSET MANAGEMENT AS $1,762,375 0.55% 57,500
MARSHALL WACE, LLP $1,440,917 0.45% 47,012
LPL Financial LLC $1,383,663 0.43% 45,144
GAMCO INVESTORS, INC. ET AL $1,333,275 0.41% 43,500
Prospera Financial Services Inc $1,274,273 0.40% 41,575
Y-Intercept (Hong Kong) Ltd $1,227,310 0.38% 40,082
CenterBook Partners LP $1,133,712 0.35% 36,989
UBS Group AG $984,353 0.31% 32,116
Teton Advisors, LLC $978,041 0.30% 31,910
North Star Investment Management Corp. $964,530 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
Jump Financial, LLC $772,380 0.24% 25,200
Cullen Capital Management, LLC $701,854 0.22% 22,899
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
Atria Investments, Inc $657,442 0.20% 21,471
Johnson & White Wealth Management, LLC $651,864 0.20% 21,268
Inspire Investing, LLC $636,130 0.20% 20,775
RHUMBLINE ADVISERS $632,769 0.20% 20,645
MARTINGALE ASSET MANAGEMENT L P $598,471 0.19% 19,526
ELCO Management Co., LLC $562,183 0.17% 18,360
Baird Financial Group, Inc. $561,261 0.17% 18,312
FMR LLC $559,576 0.17% 18,257
RAYMOND JAMES FINANCIAL INC $553,661 0.17% 18,064
CITADEL ADVISORS LLC $530,245 0.16% 17,300
Merit Financial Group, LLC $527,823 0.16% 17,221
ALLIANCEBERNSTEIN L.P. $525,647 0.16% 17,150
Perigon Wealth Management, LLC $508,475 0.16% 16,606
PNC FINANCIAL SERVICES GROUP, INC. $507,624 0.16% 16,562
Mariner, LLC $500,146 0.16% 16,318
DEUTSCHE BANK AG\ $492,943 0.15% 16,083
MERCER GLOBAL ADVISORS INC /ADV $483,994 0.15% 15,791
HARBOR INVESTMENT ADVISORY, LLC $452,777 0.14% 14,787
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $449,593 0.14% 14,683
Creative Planning $436,670 0.14% 14,247
RKL Wealth Management LLC $434,375 0.14% 14,186
JANE STREET GROUP, LLC $426,678 0.13% 13,921
PRICE T ROWE ASSOCIATES INC /MD/ $414,694 0.13% 13,530
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
Fulton Bank, N.A. $373,319 0.12% 12,192
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
Cerity Partners LLC $320,874 0.10% 10,469
Quadrature Capital Ltd $319,464 0.10% 10,423
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
MetLife Investment Management, LLC $284,370 0.09% 9,278
CITIGROUP INC $281,397 0.09% 9,181
Atom Investors LP $263,804 0.08% 8,607
COLLECTIVE FAMILY OFFICE LLC $255,646 0.08% 8,349
Cetera Investment Advisers $235,913 0.07% 7,697
Midwest Trust Co $228,394 0.07% 7,459
Independent Advisor Alliance $226,993 0.07% 7,406
JPMORGAN CHASE & CO $226,686 0.07% 7,396
Retirement Planning Co of New England, Inc. $217,402 0.07% 7,100
COMMONWEALTH EQUITY SERVICES, LLC $217,124 0.07% 7,084
BARCLAYS PLC $214,917 0.07% 7,012
SEI INVESTMENTS CO $204,190 0.06% 6,662

Showing the top 100 of 169 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.

Key facts CIK 108985 CUSIP 987184108 13F (30d) 40 filings 38 filers Visit website Investor relations