Who Owns The York Water Company (YORW)?Hedge Fund & Institutional Holders

$31.57+0.10 (+0.32%)UtilitiesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

5.481452687537987e+237%

QoQ Change in Holders

+8 / -3

Price History

$29.95$32.21$34.47$36.73$38.99Sep 24Jun 25Mar 26

YORW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
PRINCIPAL FINANCIAL GROUP INCNew Position+66K+$2.1B
GOLDMAN SACHS GROUP INCIncreased+68K+$1.4B
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPIncreased+45K+$1.1B
BANK OF AMERICA CORP /DE/Increased+5K+$998.3M
CenterBook Partners LPIncreased+54K+$954.1M
North Star Investment Management Corp.New Position+28K+$891.0M
FULTON BANK, N.A.New Position+16K+$511.0M
Legal & General Group PlcIncreased+14K+$449.8M
INCEPTIONR LLCNew Position+12K+$394.0M
State of New Jersey Common Pension Fund DIncreased+9K+$389.5M
ELCO Management Co., LLCNew Position+11K+$363.0M
Cullen Capital Management, LLCNew Position+11K+$346.0M
AQR CAPITAL MANAGEMENT LLCIncreased+20K+$326.9M
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+8K+$252.0M
Retirement Planning Co of New England, Inc.New Position+8K+$246.0M

YORW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ProShare Advisors LLCDecreased-22K-$6.2B
RENAISSANCE TECHNOLOGIES LLCDecreased-106K-$3.7B
TWO SIGMA ADVISERS, LPDecreased-50K-$1.9B
MILLENNIUM MANAGEMENT LLCDecreased-31K-$1.5B
Teton Advisors, LLCDecreased-3K-$1.1B
TWO SIGMA INVESTMENTS, LPDecreased-15K-$1.0B
MARSHALL WACE, LLPClosed Position-29K-$869.9M
DIMENSIONAL FUND ADVISORS LPDecreased-21K-$773.7M
Squarepoint Ops LLCClosed Position-25K-$757.9M
NORTHERN TRUST CORPDecreased-7K-$745.6M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-3K-$704.2M
RHUMBLINE ADVISERSDecreased-2K-$651.4M
Penn Mutual Asset ManagementClosed Position-21K-$638.8M
MARTINGALE ASSET MANAGEMENT L PDecreased-14K-$627.0M
JPMORGAN CHASE & CODecreased-6K-$505.0M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Zimmer Partners, LP741,849$23.6B0.62%Share
2Legal & General Group Plc391,971$12.0B2.66%Share
3DIMENSIONAL FUND ADVISORS LP284,878$9.0B1.89%Share
4ARROWSTREET CAPITAL, LIMITED PARTNERSHIP239,813$7.0B4.10%Share
5GABELLI FUNDS LLC133,643$4.0B27.08%Share
6NORTHERN TRUST CORP109,180$3.0B0.38%Share
7RENAISSANCE TECHNOLOGIES LLC112,836$3.0B4.65%Share
8AQR CAPITAL MANAGEMENT LLC103,787$3.0B1.57%Share
9TWO SIGMA INVESTMENTS, LP116,985$3.0B4.23%Share
10GOLDMAN SACHS GROUP INC116,405$3.0B0.37%Share
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC118,467$3.0B0.47%Share
12Penn Capital Management Company, LLC89,386$2.8B0.23%Share
13Invesco Ltd.88,886$2.8B0.43%Share
14State of New Jersey Common Pension Fund D82,029$2.6B9.44%Share
15PRINCIPAL FINANCIAL GROUP INC64,905$2.1B1.05%Share
16CenterBook Partners LP88,060$2.0B0.10%Share
17GAMCO INVESTORS, INC. ET AL43,500$1.4B13.30%Share
18Nuveen, LLC37,945$1.0B0.26%Share
19RAYMOND JAMES FINANCIAL INC39,662$1.0B0.31%Share
20BANK OF AMERICA CORP /DE/50,563$1.0B0.07%Share
21GOLDMAN SACHS GROUP INC38,085$1.0B0.12%Share
22North Star Investment Management Corp.28,000$891.0M0.06%Share
23UBS Group AG23,065$734.0M0.12%Share
24UBS Group AG15,745$501.0M0.08%Share
25RKL Wealth Management LLC13,756$437.0M0.04%Share
26Sageworth Trust Co13,657$434.0M0.02%Share
27INCEPTIONR LLC12,398$394.0M0.11%Share
28ELCO Management Co., LLC11,401$363.0M0.23%Share
29FULTON BANK, N.A.11,050$351.0M0.01%Share
30Cullen Capital Management, LLC10,868$346.0M3.78%Share
31COLLECTIVE FAMILY OFFICE LLC9,471$301.0M0.07%Share
32EVERGREEN CAPITAL MANAGEMENT LLC7,885$252.0M0.01%Share
33Retirement Planning Co of New England, Inc.7,729$246.0M0.10%Share
34Midwest Trust Co7,651$243.0M3.03%Share
35Invesco Ltd.5,706$181.0M0.03%Share
36FULTON BANK, N.A.5,042$160.0M0.01%Share
37Invesco Ltd.2,835$90.0M0.01%Share
38Costello Asset Management, INC2,227$70.0M0.02%Share
39EXCHANGE TRADED CONCEPTS, LLC1,870$59.0M0.45%Share
40Longview Financial Advisors LLC1,792$57.0M0.03%Share
41GAMMA Investing LLC1,367$43.0M0.00%Share
42BlackRock, Inc.1,265,552$40.0M0.68%Share
43Farther Finance Advisors, LLC1,148$36.0M0.39%Share
44VANGUARD GROUP INC982,556$31.0M0.45%Share
45US BANCORP \DE\799$25.0M0.03%Share
46AdvisorNet Financial, Inc600$19.0M0.00%Share
47DELTA ASSET MANAGEMENT LLC/TN613$19.0M0.00%Share
48PRINCIPAL FINANCIAL GROUP INC622$19.0M0.01%Share
49MORGAN STANLEY541,714$17.0M0.00%Share
50Invesco Ltd.514$16.0M0.00%Share

YORW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025160$97.9B+50
Q3 2025110$120.0B-31
Q2 2025141$105.2B-21
Q1 2025162$201.9B+23
Q4 2024139$629.7B+17
Q3 2024122$7.3T+4
Q2 2024118$7.2T+6
Q1 2024112$5.3T—

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As of Q4 2025, 50 institutional investors hold YORW (The York Water Company). The largest holder is Zimmer Partners, LP with $23.6B in shares. This quarter, 8 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own YORW?

As of Q4 2025, 50 institutional investors report holding YORW (The York Water Company) in their 13F filings.

Who is the largest institutional holder of YORW?

The largest institutional holder of YORW is Zimmer Partners, LP with $23.6B in shares.

Is institutional ownership of YORW increasing or decreasing?

This quarter, 8 institutions opened new positions in YORW and 3 closed their positions.