The York Water Company Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 1.78 M | $58.39 M | 12.20% | 12.43% |
VANGUARD GROUP INC | 02/11/2025 | 850,074 | $27.81 M | -2.19% | 5.92% |
ZIMMER PARTNERS, LP | 02/14/2025 | 746,943 | $24.44 M | 5.22% | 5.20% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 364,566 | $11.93 M | -2.35% | 2.54% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 338,004 | $11.06 M | -1.54% | 2.35% |
PROSHARE ADVISORS LLC | 02/14/2025 | 226,339 | $7.41 M | 21.60% | 1.58% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 151,657 | $4.96 M | -3.14% | 1.06% |
PENN CAPITAL MANAGEMENT COMPANY, LLC | 02/14/2025 | 145,132 | $4.75 M | 5.32% | 1.01% |
GABELLI FUNDS LLC | 02/13/2025 | 133,643 | $4.37 M | -0.74% | 0.93% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 121,936 | $3.99 M | 0.08% | 0.85% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 117,405 | $3.84 M | 0.63% | 0.82% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 117,264 | $3.84 M | 19.63% | 0.82% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 86,582 | $2.83 M | -12.07% | 0.60% |
STATE OF NEW JERSEY COMMON PENSION FUND D | 01/31/2025 | 78,026 | $2.55 M | 26.22% | 0.54% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 62,300 | $2.04 M | 17.99% | 0.43% |
INVESCO LTD. | 02/13/2025 | 62,220 | $2.04 M | -26.46% | 0.43% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 51,406 | $1.68 M | -42.15% | 0.36% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 49,599 | $1.62 M | 0.00% | 0.35% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 46,984 | $1.54 M | 22.39% | 0.33% |
JPMORGAN CHASE & CO | 02/12/2025 | 45,325 | $1.48 M | 49.25% | 0.32% |
DEPRINCE RACE & ZOLLO INC | 02/14/2025 | 43,736 | $1.43 M | -37.04% | 0.30% |
GAMCO INVESTORS, INC. ET AL | 02/13/2025 | 43,500 | $1.42 M | 0.00% | 0.30% |
UBS GROUP AG | 02/14/2025 | 40,254 | $1.32 M | 25.18% | 0.28% |
TETON ADVISORS, INC. | 02/13/2025 | 36,660 | $1.20 M | 0.00% | 0.26% |
UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 31,120 | $1.02 M | 32.18% | 0.22% |
SWISS NATIONAL BANK | 02/10/2025 | 28,200 | $922,704 | 0.00% | 0.20% |
RHUMBLINE ADVISERS | 01/30/2025 | 25,755 | $842,691 | 6.45% | 0.18% |
JOHNSON & WHITE WEALTH MANAGEMENT, LLC | 01/13/2025 | 25,498 | $828,000 | 100.00% | 0.18% |
BARCLAYS PLC | 02/13/2025 | 24,724 | $809,000 | 10.52% | 0.17% |
MARTINGALE ASSET MANAGEMENT L P | 02/13/2025 | 22,785 | $745,526 | 3.03% | 0.16% |
CENTERBOOK PARTNERS LP | 02/13/2025 | 21,433 | $701,288 | 78.06% | 0.15% |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2025 | 19,184 | $627,000 | 12.12% | 0.13% |
FIRST MANHATTAN CO. LLC. | 02/14/2025 | 19,164 | $631,247 | 0.00% | 0.13% |
PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 18,581 | $607,970 | 0.12% | 0.13% |
CLEAR HARBOR ASSET MANAGEMENT, LLC | 01/17/2025 | 17,275 | $565,238 | -8.04% | 0.12% |
CAPSTONE INVESTMENT ADVISORS, LLC | 02/14/2025 | 16,763 | $548,485 | 100.00% | 0.12% |
FULTON BANK, N.A. | 01/08/2025 | 16,600 | $543,152 | 4.73% | 0.12% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 16,404 | $536,732 | 6.44% | 0.11% |
GLOBAL RETIREMENT PARTNERS, LLC | 01/31/2025 | 15,883 | $519,678 | -2.53% | 0.11% |
SQUAREPOINT OPS LLC | 02/14/2025 | 15,548 | $508,731 | 100.00% | 0.11% |
HARBOR INVESTMENT ADVISORY, LLC | 01/16/2025 | 14,537 | $475,664 | -59.62% | 0.10% |
SAGEWORTH TRUST CO | 01/28/2025 | 13,657 | $446,857 | 0.00% | 0.10% |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 02/14/2025 | 13,427 | $439,331 | -0.98% | 0.09% |
PROFICIO CAPITAL PARTNERS LLC | 02/05/2025 | 13,252 | $13,252 | 100.00% | 0.09% |
MANCHESTER CAPITAL MANAGEMENT LLC | 01/30/2025 | 13,168 | $430,857 | 0.00% | 0.09% |
HRT FINANCIAL LP | 02/14/2025 | 12,577 | $411,000 | 100.00% | 0.09% |
GSA CAPITAL PARTNERS LLP | 02/07/2025 | 12,493 | $409,000 | 74.61% | 0.09% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 12,283 | $402,000 | -17.38% | 0.09% |
CITIGROUP INC | 02/12/2025 | 12,113 | $396,338 | 14.32% | 0.08% |
CAMPBELL & CO INVESTMENT ADVISER LLC | 02/10/2025 | 12,031 | $393,654 | -11.76% | 0.08% |
The York Water Company institutional Ownership - FAQ's
During the previous two years, 198 institutional investors and hedge funds held shares of The York Water Company. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.78 M
VANGUARD GROUP INC: 850,074
Zimmer Partners, LP: 746,943
DIMENSIONAL FUND ADVISORS LP: 364,566
GEODE CAPITAL MANAGEMENT, LLC: 338,004
ProShare Advisors LLC: 226,339
51.97% of The York Water Company stock is owned by institutional investors.
Institutional investors have bought a total of 9.78 M shares in the last 24 months. This purchase volume represents approximately $306.92 M in transactions.