The York Water Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 1.83 M | $55.55 M | 2.24% | 12.68% |
| VANGUARD GROUP INC | 11/07/2025 | 1.06 M | $32.28 M | -2.72% | 7.37% |
| ZIMMER PARTNERS, LP | 11/14/2025 | 757.62 K | $23.05 M | 0.00% | 5.26% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 379.69 K | $11.55 M | 46.10% | 2.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 355.81 K | $10.83 M | 0.61% | 2.47% |
| STATE STREET CORP | 11/14/2025 | 327.82 K | $10.04 M | -22.04% | 2.28% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 321.29 K | $9.77 M | -2.49% | 2.23% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 218.74 K | $6.65 M | 75.64% | 1.52% |
| PROSHARE ADVISORS LLC | 11/06/2025 | 202.96 K | $6.17 M | 7.80% | 1.41% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11/13/2025 | 194.44 K | $5.91 M | 204.65% | 1.35% |
| MORGAN STANLEY | 11/14/2025 | 183.65 K | $5.59 M | -14.97% | 1.28% |
| GABELLI FUNDS LLC | 11/12/2025 | 133.64 K | $4.07 M | 0.00% | 0.93% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 131.58 K | $4.00 M | 66.13% | 0.91% |
| NORTHERN TRUST CORP | 11/14/2025 | 123.13 K | $3.75 M | -12.48% | 0.86% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 121.77 K | $3.70 M | 3.31% | 0.85% |
| INVESCO LTD. | 11/13/2025 | 112.26 K | $3.41 M | 33.43% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 112.22 K | $3.41 M | 1.13% | 0.78% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 11/24/2025 | 94.61 K | $2.88 M | 59.91% | 0.66% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 87.87 K | $2.67 M | 360.80% | 0.61% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 86.06 K | $2.62 M | 10.75% | 0.60% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/07/2025 | 73.03 K | $2.22 M | 0.00% | 0.51% |
| TWO SIGMA ADVISERS, LP | 11/14/2025 | 61.80 K | $1.88 M | -14.99% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 56.86 K | $1.73 M | -29.20% | 0.39% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2025 | 50.39 K | $1.53 M | -62.05% | 0.35% |
| PRINCIPAL FINANCIAL GROUP INC | 11/04/2025 | 43.98 K | $1.34 M | 100.00% | 0.31% |
| GAMCO INVESTORS, INC. ET AL | 11/12/2025 | 43.50 K | $1.32 M | 0.00% | 0.30% |
| LPL FINANCIAL LLC | 11/12/2025 | 41.06 K | $1.25 M | -3.27% | 0.29% |
| UBS GROUP AG | 11/13/2025 | 40.68 K | $1.24 M | -1.54% | 0.28% |
| NUVEEN, LLC | 11/12/2025 | 38.34 K | $1.17 M | -5.63% | 0.27% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 37.76 K | $1.15 M | 8.51% | 0.26% |
| 11/12/2025 | 36.16 K | $1.10 M | 100.00% | 0.25% | |
| CENTERBOOK PARTNERS LP | 11/07/2025 | 34.38 K | $1.05 M | -55.78% | 0.24% |
| MARSHALL WACE, LLP | 11/13/2025 | 28.60 K | $869.89 K | 100.00% | 0.20% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 28.00 K | $851.76 K | 100.00% | 0.19% |
| QUANTINNO CAPITAL MANAGEMENT LP | 11/14/2025 | 27.90 K | $848.60 K | 47.90% | 0.19% |
| SQUAREPOINT OPS LLC | 11/14/2025 | 24.91 K | $757.88 K | 141.04% | 0.17% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 22.55 K | $685.82 K | 9.51% | 0.16% |
| JOHNSON & WHITE WEALTH MANAGEMENT, LLC | 10/15/2025 | 22.49 K | $684.25 K | -5.97% | 0.16% |
| RHUMBLINE ADVISERS | 11/06/2025 | 21.41 K | $651.37 K | -3.66% | 0.15% |
| PENN MUTUAL ASSET MANAGEMENT, LLC | 12/03/2025 | 21.00 K | $638.82 K | 0.00% | 0.15% |
| MARTINGALE ASSET MANAGEMENT L P | 11/13/2025 | 20.61 K | $627.05 K | -1.95% | 0.14% |
| BARCLAYS PLC | 11/12/2025 | 20.33 K | $618.50 K | -26.32% | 0.14% |
| FMR LLC | 11/13/2025 | 19.40 K | $590.11 K | 22.55% | 0.13% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 18.73 K | $569.67 K | 37.50% | 0.13% |
| JPMORGAN CHASE & CO | 11/26/2025 | 16.65 K | $506.34 K | 126.43% | 0.12% |
| FIRST MANHATTAN CO. LLC. | 11/14/2025 | 16.40 K | $502.48 K | 0.00% | 0.11% |
| CREATIVE PLANNING | 11/14/2025 | 16.38 K | $498.31 K | -3.49% | 0.11% |
| JANE STREET GROUP, LLC | 11/14/2025 | 16.16 K | $491.47 K | -13.50% | 0.11% |
| FULTON BANK, N.A. | 10/21/2025 | 16.09 K | $489.52 K | -8.53% | 0.11% |
| INSPIRE INVESTING, LLC | 10/15/2025 | 14.89 K | $452.86 K | 20.04% | 0.10% |
The York Water Company institutional Ownership - FAQ's
During the previous two years, 218 institutional investors and hedge funds held shares of The York Water Company. The most heavily invested institutionals were:
BlackRock, Inc.: 1.83 M
VANGUARD GROUP INC: 1.06 M
Zimmer Partners, LP: 757,623
Legal & General Group Plc: 379,692
GEODE CAPITAL MANAGEMENT, LLC: 355,813
STATE STREET CORP: 327,822
57.30% of The York Water Company stock is owned by institutional investors.
Institutional investors have bought a total of 11.17 M shares in the last 24 months. This purchase volume represents approximately $335.97 M in transactions.