York Water Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ZIMMER PARTNERS, LP | 08/14/2026 | 1.42 M | $43.52 M | 93.79% | 9.85% |
| BLACKROCK, INC. | 08/07/2026 | 1.28 M | $39.28 M | 18.85% | 8.89% |
| MORGAN STANLEY | 08/13/2026 | 713.35 K | $21.86 M | 7.77% | 4.95% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 712.80 K | $21.85 M | 8.99% | 4.95% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 421.68 K | $12.93 M | 22.36% | 2.93% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/13/2026 | 362.56 K | $11.11 M | 10.97% | 2.52% |
| STATE STREET CORP | 08/07/2026 | 346.04 K | $10.68 M | 6.49% | 2.40% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 323.13 K | $9.90 M | 10.28% | 2.24% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 321.66 K | $9.86 M | 7.33% | 2.23% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 311.67 K | $9.55 M | 5.34% | 2.16% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 277.20 K | $8.50 M | 135.53% | 1.92% |
| REAVES W H & CO INC | 07/30/2026 | 275.00 K | $8.43 M | 100.00% | 1.91% |
| PROSHARE ADVISORS LLC | 08/11/2026 | 226.68 K | $6.95 M | 18.26% | 1.57% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 212.45 K | $6.51 M | 268.91% | 1.47% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 193.74 K | $5.94 M | 73.28% | 1.34% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 168.24 K | $5.16 M | -17.55% | 1.17% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 153.82 K | $4.71 M | 5.20% | 1.07% |
| GABELLI FUNDS LLC | 08/12/2026 | 151.79 K | $4.65 M | 13.58% | 1.05% |
| NORTHERN TRUST CORP | 08/13/2026 | 144.91 K | $4.44 M | 17.90% | 1.01% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 135.14 K | $4.14 M | 14.41% | 0.94% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 135.14 K | $4.14 M | 100.00% | 0.94% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 106.83 K | $3.27 M | 14.48% | 0.74% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 07/30/2026 | 97.80 K | $3.00 M | 9.55% | 0.68% |
| INVESCO LTD. | 08/14/2026 | 96.97 K | $2.97 M | 18.80% | 0.67% |
| JOHN G ULLMAN & ASSOCIATES INC | 08/11/2026 | 92.98 K | $2.85 M | 150.94% | 0.65% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 91.88 K | $2.82 M | -41.20% | 0.64% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 89.26 K | $2.74 M | 306.30% | 0.62% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2026 | 78.85 K | $2.42 M | -45.50% | 0.55% |
| EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC | 08/14/2026 | 72.37 K | $2.22 M | 100.00% | 0.50% |
| QUANTINNO CAPITAL MANAGEMENT LP | 08/13/2026 | 68.24 K | $2.09 M | 17.80% | 0.47% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 65.14 K | $2.00 M | 1.50% | 0.45% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 08/04/2026 | 62.62 K | $1.92 M | -23.66% | 0.43% |
| NUVEEN, LLC | 08/11/2026 | 59.49 K | $1.82 M | 32.38% | 0.41% |
| STOREBRAND ASSET MANAGEMENT AS | 08/12/2026 | 57.50 K | $1.76 M | 112.13% | 0.40% |
| MARSHALL WACE, LLP | 08/13/2026 | 47.01 K | $1.44 M | 13.32% | 0.33% |
| LPL FINANCIAL LLC | 08/07/2026 | 45.14 K | $1.38 M | -0.90% | 0.31% |
| GAMCO INVESTORS, INC. ET AL | 08/12/2026 | 43.50 K | $1.33 M | 0.00% | 0.30% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 41.58 K | $1.27 M | 100.00% | 0.29% |
| CENTERBOOK PARTNERS LP | 08/11/2026 | 36.99 K | $1.13 M | -35.65% | 0.26% |
| UBS GROUP AG | 08/13/2026 | 32.12 K | $984.36 K | -25.28% | 0.22% |
| TETON ADVISORS, LLC | 08/12/2026 | 31.91 K | $978.04 K | 1.08% | 0.22% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 07/28/2026 | 31.50 K | $965.48 K | 12.50% | 0.22% |
| ODYSSEAN, LLC | 08/14/2026 | 31.16 K | $954.93 K | 139.46% | 0.22% |
| ENGINEERS GATE MANAGER LP | 08/14/2026 | 28.48 K | $872.88 K | 111.02% | 0.20% |
| TREXQUANT INVESTMENT LP | 08/14/2026 | 26.26 K | $804.87 K | 80.41% | 0.18% |
| CITADEL ADVISORS LLC | 08/14/2026 | 25.47 K | $780.53 K | -22.45% | 0.18% |
| JUMP FINANCIAL, LLC | 08/13/2026 | 25.20 K | $772.38 K | 100.00% | 0.17% |
| CULLEN CAPITAL MANAGEMENT, LLC | 08/13/2026 | 22.90 K | $701.85 K | 93.94% | 0.16% |
| INSPIRE INVESTING, LLC | 08/12/2026 | 22.03 K | $675.34 K | 30.74% | 0.15% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/03/2026 | 22.03 K | $675.22 K | -12.91% | 0.15% |
York Water Co. institutional Ownership - FAQ's
During the previous two years, 247 institutional investors and hedge funds held shares of York Water Co.. The most heavily invested institutionals were:
Zimmer Partners, LP: 1.42 M
BlackRock, Inc.: 1.28 M
MORGAN STANLEY: 713,351
VANGUARD CAPITAL MANAGEMENT LLC: 712,799
GEODE CAPITAL MANAGEMENT, LLC: 421,682
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP: 362,561
73.35% of York Water Co. stock is owned by institutional investors.
Institutional investors have bought a total of 14.69 M shares in the last 24 months. This purchase volume represents approximately $477.25 M in transactions.