YORK WATER CO (YORW) — Institutional Holders, Q2 2026
169 institutional investment managers reported a YORW position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $319.9M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
YORW in Q2 2026: what funds did
Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.
Biggest buyers
- Zimmer PartnersAdded · +687,200 sh+$21.1M
- REAVES W HNew · +275,000 sh+$8.4M
- BlackRockAdded · +203,261 sh+$6.2M
- AQR CAPITAL MANAGEMENTAdded · +159,506 sh+$4.9M
- Qube Research & Technologies LtdAdded · +154,862 sh+$4.7M
Biggest sellers
- JANE STREET GROUPTrimmed · -134,251 sh-$4.1M
- HRT FINANCIALSold out · -83,341 sh-$2.6M
- MILLENNIUM MANAGEMENTTrimmed · -65,820 sh-$2.0M
- GOLDMAN SACHS GROUPTrimmed · -64,383 sh-$2.0M
- RENAISSANCE TECHNOLOGIESTrimmed · -35,800 sh-$1.1M
YORW 13F holders ranked 1–100 of 169
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Zimmer Partners#1 · 1,419,877 sh | 1,419,877 | $43.5M | 1.00% | +93.8% |
| 2 | BlackRock#2 · 1,281,673 sh | 1,281,673 | $39.3M | <0.01% | +18.8% |
| 3 | MORGAN STANLEY#3 · 713,351 sh | 713,351 | $21.9M | <0.01% | +7.8% |
| 4 | VANGUARD CAPITAL MANAGEMENT#4 · 712,799 sh | 712,799 | $21.8M | <0.01% | +9.0% |
| 5 | GEODE CAPITAL MANAGEMENT#5 · 421,682 sh | 421,682 | $12.9M | <0.01% | +22.4% |
| 6 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#6 · 362,561 sh | 362,561 | $11.1M | <0.01% | +11.0% |
| 7 | STATE STREET#7 · 346,037 sh | 346,037 | $10.7M | <0.01% | +6.5% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT#8 · 323,129 sh | 323,129 | $9.9M | <0.01% | +10.3% |
| 9 | Legal & General Group Plc#9 · 321,660 sh | 321,660 | $9.9M | <0.01% | +7.3% |
| 10 | DIMENSIONAL FUND ADVISORS#10 · 311,672 sh | 311,672 | $9.6M | <0.01% | +5.3% |
| 11 | AQR CAPITAL MANAGEMENT#11 · 277,196 sh | 277,196 | $8.5M | <0.01% | +135.5% |
| 12 | REAVES W H#12 · 275,000 sh | 275,000 | $8.4M | 0.13% | New |
| 13 | ProShare Advisors#13 · 226,682 sh | 226,682 | $6.9M | 0.01% | +18.3% |
| 14 | Qube Research & Technologies Ltd#14 · 212,450 sh | 212,450 | $6.5M | <0.01% | +268.9% |
| 15 | TWO SIGMA INVESTMENTS#15 · 193,737 sh | 193,737 | $5.9M | <0.01% | +73.3% |
| 16 | RENAISSANCE TECHNOLOGIES#16 · 168,236 sh | 168,236 | $5.2M | <0.01% | -17.5% |
| 17 | Bank of New York Mellon#17 · 153,816 sh | 153,816 | $4.7M | <0.01% | +5.2% |
| 18 | GABELLI FUNDS#18 · 151,793 sh | 151,793 | $4.7M | 0.03% | +13.6% |
| 19 | NORTHERN#19 · 144,906 sh | 144,906 | $4.4M | <0.01% | +17.9% |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT#20 · 135,135 sh | 135,135 | $4.1M | <0.01% | +14.4% |
| 21 | VANGUARD FIDUCIARY#21 · 106,828 sh | 106,828 | $3.3M | <0.01% | +14.5% |
| 22 | Penn Capital Management Company#22 · 97,796 sh | 97,796 | $3.0M | 0.19% | +9.5% |
| 23 | Invesco Ltd.#23 · 96,967 sh | 96,967 | $3.0M | <0.01% | +18.8% |
| 24 | JOHN G ULLMAN & ASSOCIATES#24 · 92,975 sh | 92,975 | $2.8M | 0.35% | +150.9% |
| 25 | GOLDMAN SACHS GROUP#25 · 91,883 sh | 91,883 | $2.8M | <0.01% | -41.2% |
| 26 | WELLS FARGO & COMPANY#26 · 89,264 sh | 89,264 | $2.7M | <0.01% | +306.3% |
| 27 | MILLENNIUM MANAGEMENT#27 · 78,850 sh | 78,850 | $2.4M | <0.01% | -45.5% |
| 28 | Empire Financial Management Company#28 · 72,366 sh | 72,366 | $2.2M | 0.88% | New |
| 29 | Quantinno Capital Management#29 · 68,237 sh | 68,237 | $2.1M | <0.01% | +17.8% |
| 30 | BANK OF AMERICA#30 · 65,139 sh | 65,139 | $2.0M | <0.01% | +1.5% |
| 31 | State of New Jersey Common Pension Fund D#31 · 62,619 sh | 62,619 | $1.9M | <0.01% | -23.7% |
| 32 | Nuveen#32 · 59,485 sh | 59,485 | $1.8M | <0.01% | +32.4% |
| 33 | STOREBRAND ASSET MANAGEMENT AS#33 · 57,500 sh | 57,500 | $1.8M | <0.01% | +112.1% |
| 34 | MARSHALL WACE, LLP#34 · 47,012 sh | 47,012 | $1.4M | <0.01% | +13.3% |
| 35 | LPL Financial#35 · 45,144 sh | 45,144 | $1.4M | <0.01% | -0.9% |
| 36 | GAMCO INVESTORS, ET AL#36 · 43,500 sh | 43,500 | $1.3M | 0.01% | 0.0% |
| 37 | Prospera Financial Services#37 · 41,575 sh | 41,575 | $1.3M | 0.02% | New |
| 38 | CenterBook Partners#38 · 36,989 sh | 36,989 | $1.1M | 0.06% | -35.7% |
| 39 | UBS Group AG#39 · 32,116 sh | 32,116 | $984.4K | <0.01% | -25.3% |
| 40 | Teton Advisors#40 · 31,910 sh | 31,910 | $978.0K | 0.57% | +1.1% |
| 41 | North Star Investment Management#41 · 31,500 sh | 31,500 | $965.5K | 0.05% | +12.5% |
| 42 | Odyssean#42 · 31,156 sh | 31,156 | $954.9K | 0.16% | +139.5% |
| 43 | Engineers Gate Manager#43 · 28,479 sh | 28,479 | $872.9K | 0.01% | +111.0% |
| 44 | Trexquant Investment#44 · 26,260 sh | 26,260 | $804.9K | <0.01% | +80.4% |
| 45 | CITADEL ADVISORS#45 · 25,466 sh | 25,466 | $780.5K | <0.01% | -22.5% |
| 46 | Jump Financial#46 · 25,200 sh | 25,200 | $772.4K | <0.01% | New |
| 47 | Cullen Capital Management#47 · 22,899 sh | 22,899 | $701.9K | <0.01% | +93.9% |
| 48 | Inspire Investing#48 · 22,034 sh | 22,034 | $675.3K | — | +30.7% |
| 49 | Campbell & Investment Adviser#49 · 22,030 sh | 22,030 | $675.2K | 0.04% | -12.9% |
| 50 | ExodusPoint Capital Management#50 · 21,880 sh | 21,880 | $670.6K | <0.01% | New |
| 51 | Russell Investments Group, Ltd.#51 · 21,730 sh | 21,730 | $666.0K | <0.01% | +0.8% |
| 52 | Johnson & White Wealth Management#52 · 21,268 sh | 21,268 | $651.9K | 0.24% | +1.3% |
| 53 | RHUMBLINE ADVISERS#53 · 20,645 sh | 20,645 | $632.8K | <0.01% | +9.1% |
| 54 | MARTINGALE ASSET MANAGEMENT L P#54 · 19,526 sh | 19,526 | $598.5K | 0.01% | New |
| 55 | Baird Financial Group#55 · 18,312 sh | 18,312 | $561.3K | <0.01% | +98.8% |
| 56 | FMR#56 · 18,257 sh | 18,257 | $559.6K | 0.00% | -31.1% |
| 57 | Atria Investments#57 · 18,160 sh | 18,160 | $556.6K | — | +71.4% |
| 58 | RAYMOND JAMES FINANCIAL#58 · 18,064 sh | 18,064 | $553.7K | <0.01% | +152.4% |
| 59 | Merit Financial Group#59 · 17,221 sh | 17,221 | $527.8K | <0.01% | +9.7% |
| 60 | ALLIANCEBERNSTEIN L.P.#60 · 17,150 sh | 17,150 | $522.2K | <0.01% | +39.5% |
| 61 | PNC FINANCIAL SERVICES GROUP#61 · 16,562 sh | 16,562 | $507.6K | <0.01% | -14.4% |
| 62 | ELCO Management#62 · 16,422 sh | 16,422 | $503.3K | — | +24.6% |
| 63 | Mariner#63 · 16,318 sh | 16,318 | $500.2K | <0.01% | +54.0% |
| 64 | DEUTSCHE BANK AG\#64 · 16,083 sh | 16,083 | $492.9K | <0.01% | +64.3% |
| 65 | MERCER GLOBAL ADVISORS#65 · 15,791 sh | 15,791 | $484.0K | <0.01% | +27.8% |
| 66 | HARBOR INVESTMENT ADVISORY#66 · 14,537 sh | 14,537 | $445.6K | — | 0.0% |
| 67 | Creative Planning#67 · 14,247 sh | 14,247 | $436.7K | <0.01% | -26.0% |
| 68 | WEALTH ENHANCEMENT ADVISORY SERVICES#68 · 14,117 sh | 14,117 | $432.0K | — | +59.6% |
| 69 | RKL Wealth Management#69 · 14,085 sh | 14,085 | $431.7K | — | +1.6% |
| 70 | Perigon Wealth Management#70 · 13,966 sh | 13,966 | $428.0K | — | +65.3% |
| 71 | JANE STREET GROUP#71 · 13,921 sh | 13,921 | $426.7K | 0.00% | -90.6% |
| 72 | PRICE T ROWE ASSOCIATES#72 · 13,530 sh | 13,530 | $415.0K | 0.00% | +36.5% |
| 73 | Clear Harbor Asset Management#73 · 13,125 sh | 13,125 | $402.3K | 0.02% | -1.5% |
| 74 | Global Retirement Partners#74 · 12,897 sh | 12,897 | $395.3K | <0.01% | — |
| 75 | IEQ CAPITAL#75 · 12,495 sh | 12,495 | $383.0K | <0.01% | New |
| 76 | Schonfeld Strategic Advisors#76 · 12,299 sh | 12,299 | $377.0K | <0.01% | New |
| 77 | MIRAE ASSET GLOBAL ETFS Ltd.#77 · 12,268 sh | 12,268 | $376.0K | <0.01% | +2.8% |
| 78 | FULTON BANK, N.A.#78 · 11,692 sh | 11,692 | $358.4K | — | -27.3% |
| 79 | Cambridge Investment Research Advisors#79 · 11,592 sh | 11,592 | $355.0K | <0.01% | +12.0% |
| 80 | OCCUDO QUANTITATIVE STRATEGIES#80 · 11,238 sh | 11,238 | $344.4K | 0.02% | -29.8% |
| 81 | AMERIPRISE FINANCIAL#81 · 11,134 sh | 11,134 | $341.4K | <0.01% | +22.0% |
| 82 | Cerity Partners#82 · 10,469 sh | 10,469 | $320.9K | <0.01% | +46.4% |
| 83 | Quadrature Capital Ltd#83 · 10,423 sh | 10,423 | $319.5K | <0.01% | +8.4% |
| 84 | Janney Montgomery Scott#84 · 10,389 sh | 10,389 | $318.0K | <0.01% | +6.4% |
| 85 | SRS Capital Advisors#85 · 9,823 sh | 9,823 | $301.1K | <0.01% | +152.2% |
| 86 | Ballentine Partners#86 · 9,639 sh | 9,639 | $295.4K | <0.01% | -15.8% |
| 87 | MetLife Investment Management#87 · 9,278 sh | 9,278 | $284.4K | <0.01% | +11.7% |
| 88 | CITIGROUP#88 · 9,181 sh | 9,181 | $281.4K | <0.01% | +254.8% |
| 89 | COLLECTIVE FAMILY OFFICE#89 · 9,172 sh | 9,172 | $281.1K | — | 0.0% |
| 90 | Y-Intercept (Hong Kong) Ltd#90 · 8,990 sh | 8,990 | $275.5K | — | New |
| 91 | Atom Investors#91 · 8,607 sh | 8,607 | $263.8K | 0.02% | New |
| 92 | Cetera Investment Advisers#92 · 7,697 sh | 7,697 | $235.9K | <0.01% | -14.0% |
| 93 | Midwest#93 · 7,551 sh | 7,551 | $231.4K | — | -0.7% |
| 94 | JPMORGAN CHASE#94 · 7,396 sh | 7,396 | $228.0K | 0.00% | +18.7% |
| 95 | Independent Advisor Alliance#95 · 7,406 sh | 7,406 | $227.0K | <0.01% | +4.8% |
| 96 | Retirement Planning of New England#96 · 7,363 sh | 7,363 | $225.7K | — | -5.0% |
| 97 | COMMONWEALTH EQUITY SERVICES#97 · 7,084 sh | 7,084 | $217.1K | <0.01% | +6.6% |
| 98 | BARCLAYS PLC#98 · 7,012 sh | 7,012 | $214.9K | 0.00% | -26.6% |
| 99 | SEI INVESTMENTS#99 · 6,662 sh | 6,662 | $204.2K | <0.01% | 0.0% |
| 100 | NEW YORK STATE COMMON RETIREMENT FUND#100 · 6,066 sh | 6,066 | $185.9K | <0.01% | 0.0% |
Funds that sold out of YORW in Q2 2026 (28)
Held YORW at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.