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
$32.66
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
8,781,412
Total reported value
$279,686,119
% of total 13F portfolios
0%
Share change
+530,343
Value change
+$17,160,814
Number of holders
158
Price from insider filings
$32.66
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% $53,847,696 +$5,411,279 1,704,041 +11% BlackRock, Inc. 30 Jun 2025
VANGUARD GROUP INC 7.6% $34,471,366 1,090,866 The Vanguard Group 30 Jun 2025
Zimmer Partners, LP 5.2% $25,978,678 746,943 Zimmer Partners, LP 31 Dec 2024

As of 31 Dec 2025, 158 institutional investors reported holding 8,781,412 shares of YORK WATER CO - Common Stock (YORW). This represents 61% 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 53% 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% 1,873,122 +2.6% 0% $59,640,192
VANGUARD GROUP INC 7.5% 1,081,959 +2% 0% $34,449,575
Zimmer Partners, LP 5.1% 741,849 -2.1% 0.62% $23,620,472
MORGAN STANLEY 4.5% 642,715 +250% 0% $20,464,093
Legal & General Group Plc 2.7% 393,352 +3.6% 0% $12,524,328
GEODE CAPITAL MANAGEMENT, LLC 2.4% 351,054 -1.3% 0% $11,180,014
STATE STREET CORP 2.3% 335,018 +2.2% 0% $10,742,291
DIMENSIONAL FUND ADVISORS LP 2.1% 300,429 -6.5% 0% $9,566,053
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.7% 239,813 +23% 0% $7,635,646
ProShare Advisors LLC 1.3% 181,341 -11% 0.01% $5,773,897
GOLDMAN SACHS GROUP INC 1.1% 154,490 +80% 0% $4,918,966
Bank of New York Mellon Corp 1% 144,360 +29% 0% $4,596,429
GABELLI FUNDS LLC 0.93% 133,643 0% 0.03% $4,255,193
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.82% 118,467 -2.7% 0% $3,771,989
TWO SIGMA INVESTMENTS, LP 0.81% 116,985 -11% 0.01% $3,724,802
NORTHERN TRUST CORP 0.8% 115,801 -6% 0% $3,687,104
RENAISSANCE TECHNOLOGIES LLC 0.78% 112,836 -48% 0.01% $3,592,698
AQR CAPITAL MANAGEMENT LLC 0.75% 108,245 +23% 0% $3,446,524
Invesco Ltd. 0.68% 97,941 -13% 0% $3,118,441
Penn Capital Management Company, LLC 0.62% 89,386 -5.5% 0.23% $2,846,050
CenterBook Partners LP 0.61% 88,060 +156% 0.14% $2,803,830
State of New Jersey Common Pension Fund D 0.57% 82,029 +12% 0.01% $2,611,803
PRINCIPAL FINANCIAL GROUP INC 0.45% 65,527 +49% 0% $2,086,379
BANK OF AMERICA CORP /DE/ 0.43% 62,113 +9.2% 0% $1,977,692
Quantinno Capital Management LP 0.35% 50,746 +82% 0% $1,615,753

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 8,781,412 $279,686,119 +$17,160,814 $31.84 158
2025 Q3 8,249,485 $251,027,505 +$5,416,430 $30.42 157
2025 Q2 8,060,550 $254,811,814 +$14,104,722 $31.60 156
2025 Q1 7,574,587 $262,803,169 +$4,389,577 $34.68 164
2024 Q4 7,449,719 $243,860,201 +$1,410,230 $32.72 149
2024 Q3 7,353,957 $275,559,746 +$8,488,118 $37.46 149
2024 Q2 7,147,780 $265,183,344 +$1,123,774 $37.09 139
2024 Q1 7,128,884 $258,644,956 -$891,152 $36.27 134
2023 Q4 7,146,087 $276,022,609 +$3,552,823 $38.62 141
2023 Q3 7,058,851 $264,698,047 +$4,456,315 $37.49 135
2023 Q2 6,924,118 $285,868,596 +$482,962 $41.27 140
2023 Q1 6,905,159 $308,676,677 +$9,708,275 $44.70 143
2022 Q4 6,706,256 $301,706,504 +$8,598,565 $44.98 132
2022 Q3 6,676,018 $256,677,448 +$6,243,953 $38.43 129
2022 Q2 6,473,291 $261,759,294 +$44,469,533 $40.43 124
2022 Q1 5,411,786 $242,887,227 +$6,206,047 $44.97 128
2021 Q4 5,284,291 $262,920,384 +$651,399 $49.78 128
2021 Q3 5,267,342 $230,166,924 -$6,370,662 $43.68 122
2021 Q2 5,397,946 $244,570,263 -$5,895,367 $45.30 119
2021 Q1 5,504,031 $269,578,740 +$8,763,733 $48.97 120
2020 Q4 5,336,192 $248,709,138 +$2,024,046 $46.60 123
2020 Q3 5,303,579 $224,245,435 -$10,955,974 $42.27 127
2020 Q2 5,532,598 $265,384,842 +$8,189,462 $47.96 127
2020 Q1 5,377,714 $233,763,488 +$1,519,469 $43.46 127
2019 Q4 5,345,715 $246,536,266 +$10,250,479 $46.11 122
2019 Q3 5,073,648 $221,557,262 +$11,478,863 $43.66 112
2019 Q2 4,828,259 $172,496,180 +$4,885,117 $35.72 99
2019 Q1 4,747,034 $162,957,462 +$1,914,564 $34.32 93
2018 Q4 4,691,210 $150,428,601 +$4,423,599 $32.06 94
2018 Q3 4,544,806 $138,200,331 +$2,502,980 $30.40 96
2018 Q2 4,460,040 $141,827,127 +$3,769,728 $31.80 100
2018 Q1 4,328,347 $134,169,144 -$4,376,859 $31.00 97
2017 Q4 4,457,799 $151,119,050 +$3,901,674 $33.90 99
2017 Q3 4,335,763 $146,984,431 -$3,045,751 $33.90 96
2017 Q2 4,556,789 $158,788,124 +$3,911,154 $34.85 95
2017 Q1 4,443,129 $155,828,799 +$30,068,813 $35.05 94
2016 Q4 4,240,977 $162,000,311 +$10,075,881 $38.20 98
2016 Q3 3,983,925 $118,163,778 +$695,508 $29.66 92
2016 Q2 3,969,241 $127,157,890 +$3,130,662 $32.04 93
2016 Q1 3,897,300 $118,944,000 +$2,401,042 $30.52 87
2015 Q4 3,826,038 $95,384,001 -$188,635 $24.94 78
2015 Q3 3,840,284 $80,728,162 +$1,506,003 $21.02 79
2015 Q2 3,702,958 $77,246,274 -$1,691,418 $20.86 72
2015 Q1 3,840,870 $93,252,028 +$1,792,591 $24.28 77
2014 Q4 3,767,190 $87,444,665 +$3,534,404 $23.21 71
2014 Q3 3,656,013 $73,120,120 +$977,634 $20.00 75
2014 Q2 3,603,252 $75,007,884 -$689,995 $20.82 74
2014 Q1 3,636,438 $74,176,537 +$2,196,563 $20.40 74