York Water Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 1.08 M | $32.84 M | -42.43% | 7.48% |
| ZIMMER PARTNERS, LP | 05/15/2026 | 732.68 K | $22.31 M | -1.24% | 5.08% |
| MORGAN STANLEY | 05/15/2026 | 661.95 K | $20.16 M | 2.99% | 4.59% |
| 05/15/2026 | 653.99 K | $19.91 M | 100.00% | 4.54% | |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 344.63 K | $10.50 M | -1.83% | 2.39% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2026 | 326.73 K | $9.95 M | 36.24% | 2.27% |
| STATE STREET CORP | 05/15/2026 | 324.94 K | $9.97 M | -3.01% | 2.25% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 299.70 K | $9.13 M | -23.81% | 2.08% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 295.88 K | $9.01 M | -1.51% | 2.05% |
| 05/08/2026 | 293.01 K | $8.92 M | 100.00% | 2.03% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 204.04 K | $6.21 M | 80.83% | 1.42% |
| PROSHARE ADVISORS LLC | 04/27/2026 | 191.68 K | $5.84 M | 5.70% | 1.33% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 156.27 K | $4.76 M | 1.15% | 1.08% |
| JANE STREET GROUP, LLC | 05/12/2026 | 148.17 K | $4.51 M | 100.00% | 1.03% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 146.21 K | $4.45 M | 1.28% | 1.01% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 144.67 K | $4.41 M | 662.10% | 1.00% |
| GABELLI FUNDS LLC | 05/14/2026 | 133.64 K | $4.07 M | 0.00% | 0.93% |
| NORTHERN TRUST CORP | 05/14/2026 | 122.91 K | $3.74 M | 6.14% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 118.12 K | $3.60 M | -0.30% | 0.82% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 117.69 K | $3.58 M | 8.73% | 0.82% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 111.81 K | $3.40 M | -4.43% | 0.78% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 93.31 K | $2.84 M | 100.00% | 0.65% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 05/07/2026 | 89.27 K | $2.72 M | -0.13% | 0.62% |
| HRT FINANCIAL LP | 05/14/2026 | 83.34 K | $2.54 M | 321.96% | 0.58% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 05/05/2026 | 82.03 K | $2.50 M | 0.00% | 0.57% |
| INVESCO LTD. | 05/12/2026 | 81.62 K | $2.49 M | -16.66% | 0.57% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 64.18 K | $1.95 M | 3.33% | 0.45% |
| QUANTINNO CAPITAL MANAGEMENT LP | 05/15/2026 | 57.93 K | $1.76 M | 14.15% | 0.40% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2026 | 57.59 K | $1.75 M | 100.00% | 0.40% |
| CENTERBOOK PARTNERS LP | 05/05/2026 | 57.48 K | $1.75 M | -34.72% | 0.40% |
| LPL FINANCIAL LLC | 05/06/2026 | 45.55 K | $1.39 M | -2.44% | 0.32% |
| NUVEEN, LLC | 04/30/2026 | 44.94 K | $1.37 M | 0.80% | 0.31% |
| SKOPOS LABS, INC. | 04/29/2026 | 44.11 K | $1.34 M | 547.38% | 0.31% |
| GAMCO INVESTORS, INC. ET AL | 05/14/2026 | 43.50 K | $1.32 M | 0.00% | 0.30% |
| UBS GROUP AG | 05/05/2026 | 42.98 K | $1.31 M | 10.76% | 0.30% |
| MARSHALL WACE, LLP | 05/15/2026 | 41.49 K | $1.26 M | 100.00% | 0.29% |
| JOHN G ULLMAN & ASSOCIATES INC | 05/06/2026 | 37.05 K | $1.13 M | 0.00% | 0.26% |
| CITADEL ADVISORS LLC | 05/15/2026 | 32.84 K | $999.95 K | 100.00% | 0.23% |
| 05/14/2026 | 31.57 K | $961.31 K | -3.37% | 0.22% | |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 04/23/2026 | 28.00 K | $852.60 K | 0.00% | 0.19% |
| 05/05/2026 | 27.11 K | $825.38 K | -7.03% | 0.19% | |
| FMR LLC | 05/15/2026 | 26.51 K | $807.10 K | -25.73% | 0.18% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 05/15/2026 | 25.30 K | $770.26 K | 100.00% | 0.18% |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 22.94 K | $698.37 K | 100.00% | 0.16% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 21.97 K | $668.99 K | -31.68% | 0.15% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 21.55 K | $656.21 K | 14.31% | 0.15% |
| SQUAREPOINT OPS LLC | 05/15/2026 | 21.02 K | $640.18 K | 100.00% | 0.15% |
| JOHNSON & WHITE WEALTH MANAGEMENT, LLC | 04/15/2026 | 21.00 K | $639.60 K | -1.84% | 0.15% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 19.36 K | $589.48 K | -16.09% | 0.13% |
| CREATIVE PLANNING | 05/12/2026 | 19.26 K | $586.38 K | -32.28% | 0.13% |
York Water Co. institutional Ownership - FAQ's
During the previous two years, 229 institutional investors and hedge funds held shares of York Water Co.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.08 M
Zimmer Partners, LP: 732,677
MORGAN STANLEY: 661,948
GEODE CAPITAL MANAGEMENT, LLC: 344,631
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 326,730
STATE STREET CORP: 324,942
59.31% of York Water Co. stock is owned by institutional investors.
Institutional investors have bought a total of 11.60 M shares in the last 24 months. This purchase volume represents approximately $376.96 M in transactions.