YORK WTR CO (YORW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
162
Reporting holders
$324.3M
Reported value
65.1%
Of shares outstanding
0.2%
Held as options
-7
Holder change
Institutions report 10,559,662 shares against 16,228,581 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Zimmer Partners, LP | $43.5M | 1,419,877 | 1.00% | 18q | +93.8%+$21.1M |
| BlackRock, Inc. | $39.3M | 1,281,673 | 0.00% | 8q | +18.8%+$6.2M |
| MORGAN STANLEY | $21.9M | 713,351 | 0.00% | 35q | +7.8%+$1.6M |
| VANGUARD CAPITAL MANAGEMENT LLC | $21.8M | 712,799 | 0.00% | 2q | +9.0%+$1.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $12.9M | 421,682 | 0.00% | 31q | +22.4%+$2.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $11.1M | 362,561 | 0.00% | 6q | +11.0%+$1.1M |
| STATE STREET CORP | $10.7M | 346,037 | 0.00% | 31q | +6.5%+$651.3K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $9.9M | 323,129 | 0.00% | 2q | +10.3%+$923.3K |
| Legal & General Group Plc | $9.9M | 321,660 | 0.00% | 31q | +7.3%+$673.1K |
| DIMENSIONAL FUND ADVISORS LP | $9.6M | 311,672 | 0.00% | 31q | +5.3%+$484.1K |
| AQR CAPITAL MANAGEMENT LLC | $8.5M | 277,196 | 0.00% | 5q | +135.5%+$4.9M |
| REAVES W H & CO INC | $8.4M | 275,000 | 0.13% | new | NEW |
| ProShare Advisors LLC | $6.9M | 226,682 | 0.01% | 8q | +18.3%+$1.1M |
| Qube Research & Technologies Ltd | $6.5M | 212,450 | 0.01% | 2q | +268.9%+$4.7M |
| TWO SIGMA INVESTMENTS, LP | $5.9M | 193,737 | 0.00% | 28q | +73.3%+$2.5M |
| RENAISSANCE TECHNOLOGIES LLC | $5.2M | 168,236 | 0.01% | 31q | -17.5%-$1.1M |
| Bank of New York Mellon Corp | $4.7M | 153,816 | 0.00% | 31q | +5.2%+$233.2K |
| GABELLI FUNDS LLC | $4.7M | 151,793 | 0.03% | 31q | +13.6%+$556.3K |
| NORTHERN TRUST CORP | $4.4M | 144,906 | 0.00% | 31q | +17.9%+$674.2K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.1M | 135,135 | 0.00% | 31q | +14.4%+$521.6K |
| Sixth Street Partners Management Company, L.P. | $4.1M | 135,135 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $3.3M | 106,828 | 0.00% | 2q | +14.5%+$414.2K |
| Penn Capital Management Company, LLC | $3.0M | 97,796 | 0.19% | 20q | +9.5%+$261.3K |
| Invesco Ltd. | $3.0M | 96,967 | 0.00% | 31q | +18.8%+$470.3K |
| JOHN G ULLMAN & ASSOCIATES INC | $2.8M | 92,975 | 0.35% | 3q | +150.9%+$1.7M |
| GOLDMAN SACHS GROUP INC | $2.8M | 91,883 | 0.00% | 31q | -41.2%-$2.0M |
| WELLS FARGO & COMPANY/MN | $2.7M | 89,264 | 0.00% | 31q | +103.1%+$1.4M |
| MILLENNIUM MANAGEMENT LLC | $2.4M | 78,850 | 0.00% | 8q | -45.5%-$2.0M |
| Empire Financial Management Company, LLC | $2.2M | 72,366 | 0.88% | new | NEW |
| Quantinno Capital Management LP | $2.1M | 68,237 | 0.00% | 6q | +17.8%+$316.1K |
| BANK OF AMERICA CORP /DE/ | $2.0M | 65,139 | 0.00% | 31q | +1.5%+$29.4K |
| State of New Jersey Common Pension Fund D | $1.9M | 62,619 | 0.01% | 15q | -23.7%-$594.9K |
| Nuveen, LLC | $1.8M | 59,485 | 0.00% | 6q | +32.4%+$445.9K |
| STOREBRAND ASSET MANAGEMENT AS | $1.8M | 57,500 | 0.00% | 3q | +112.1%+$931.6K |
| MARSHALL WACE, LLP | $1.4M | 47,012 | 0.00% | 2q | +13.3%+$169.4K |
| LPL Financial LLC | $1.4M | 45,144 | 0.00% | 14q | -0.9%-$12.5K |
| GAMCO INVESTORS, INC. ET AL | $1.3M | 43,500 | 0.01% | 31q | HELD |
| CITADEL ADVISORS LLC | $1.3M | 25,466 | 0.00% | 27q | -22.5%-$379.5K |
| Prospera Financial Services Inc | $1.3M | 41,575 | 0.02% | new | NEW |
| CenterBook Partners LP | $1.1M | 36,989 | 0.06% | 8q | -35.7%-$628.1K |
| Merit Financial Group, LLC | $1.1M | 34,442 | 0.00% | 6q | +119.3%+$574.3K |
| UBS Group AG | $984.4K | 32,116 | 0.00% | 31q | -25.3%-$333.1K |
| Teton Advisors, LLC | $978.0K | 31,910 | 0.57% | 4q | +1.1%+$10.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $968.0K | 31,582 | 0.00% | 4q | +155.7%+$589.4K |
| North Star Investment Management Corp. | $965.5K | 31,500 | 0.05% | 4q | +12.5%+$107.3K |
| Odyssean, LLC | $954.9K | 31,156 | 0.16% | 3q | +139.5%+$556.1K |
| Engineers Gate Manager LP | $872.9K | 28,479 | 0.01% | 2q | +111.0%+$459.2K |
| Trexquant Investment LP | $804.9K | 26,260 | 0.00% | 2q | +80.4%+$358.7K |
| Jump Financial, LLC | $772.4K | 25,200 | 0.01% | new | NEW |
| Cullen Capital Management, LLC | $701.9K | 22,899 | 0.01% | 6q | +93.9%+$340.0K |
| Inspire Investing, LLC | $675.3K | 22,034 | 0.03% | 6q | +30.7%+$158.8K |
| Campbell & CO Investment Adviser LLC | $675.2K | 22,030 | 0.04% | 2q | -12.9%-$100.1K |
| ExodusPoint Capital Management, LP | $670.6K | 21,880 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $666.0K | 21,730 | 0.00% | 20q | +0.8%+$5.5K |
| Johnson & White Wealth Management, LLC | $651.9K | 21,268 | 0.24% | 7q | +1.3%+$8.1K |
| RHUMBLINE ADVISERS | $632.8K | 20,645 | 0.00% | 31q | +9.1%+$52.8K |
| MARTINGALE ASSET MANAGEMENT L P | $598.5K | 19,526 | 0.01% | new | NEW |
| Baird Financial Group, Inc. | $561.3K | 18,312 | 0.00% | 2q | +98.8%+$278.9K |
| FMR LLC | $559.6K | 18,257 | 0.00% | 31q | -31.1%-$252.8K |
| Atria Investments, Inc | $556.6K | 18,160 | 0.01% | 4q | +71.4%+$231.9K |
| RAYMOND JAMES FINANCIAL INC | $553.7K | 18,064 | 0.00% | 6q | +152.4%+$334.3K |
| ALLIANCEBERNSTEIN L.P. | $522.2K | 17,150 | 0.00% | 15q | +39.5%+$148.0K |
| PNC Financial Services Group, Inc. | $507.6K | 16,562 | 0.00% | 31q | -14.4%-$85.7K |
| ELCO Management Co., LLC | $503.3K | 16,422 | 0.22% | 23q | +24.6%+$99.5K |
| Mariner, LLC | $500.2K | 16,318 | 0.00% | 16q | +54.0%+$175.3K |
| DEUTSCHE BANK AG\ | $492.9K | 16,083 | 0.00% | 34q | +64.3%+$192.9K |
| HARBOR INVESTMENT ADVISORY, LLC | $445.6K | 14,537 | 0.03% | 27q | HELD |
| Creative Planning | $436.7K | 14,247 | 0.00% | 7q | -26.0%-$153.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $432.0K | 14,117 | 0.00% | 4q | +59.6%+$161.3K |
| RKL Wealth Management LLC | $431.7K | 14,085 | 0.03% | 6q | +1.6%+$6.9K |
| Perigon Wealth Management, LLC | $428.0K | 13,966 | 0.01% | 3q | +65.3%+$169.2K |
| JANE STREET GROUP, LLC | $426.7K | 13,921 | 0.00% | 2q | -90.6%-$4.1M |
| Clear Harbor Asset Management, LLC | $402.3K | 13,125 | 0.02% | 31q | -1.5%-$6.1K |
| Global Retirement Partners, LLC | $395.3K | 12,897 | 0.01% | 29q | HELD |
| IEQ CAPITAL, LLC | $383.0K | 12,495 | 0.00% | new | NEW |
| Schonfeld Strategic Advisors LLC | $377.0K | 12,299 | 0.00% | new | NEW |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $376.0K | 12,268 | 0.00% | 9q | +2.8%+$10.1K |
| Fulton Bank, N.A. | $358.4K | 11,692 | 0.01% | 31q | -27.3%-$134.9K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $344.4K | 11,238 | 0.02% | 2q | -29.8%-$146.4K |
| AMERIPRISE FINANCIAL INC | $341.4K | 11,134 | 0.00% | 6q | -39.0%-$218.3K |
| Cerity Partners LLC | $320.9K | 10,469 | 0.00% | 3q | +46.4%+$101.7K |
| Quadrature Capital Ltd | $319.5K | 10,423 | 0.00% | 2q | +8.4%+$24.9K |
| Arax Advisory Partners | $301.1K | 9,823 | 0.00% | 17q | +152.2%+$181.7K |
| Ballentine Partners, LLC | $295.4K | 9,639 | 0.00% | 5q | -15.8%-$55.5K |
| MetLife Investment Management, LLC | $284.4K | 9,278 | 0.00% | 32q | +11.7%+$29.7K |
| CITIGROUP INC | $281.4K | 9,181 | 0.00% | 31q | +254.8%+$202.1K |
| COLLECTIVE FAMILY OFFICE LLC | $281.1K | 9,172 | 0.06% | 23q | HELD |
| Y-Intercept (Hong Kong) Ltd | $275.5K | 8,990 | 0.01% | new | NEW |
| Atom Investors LP | $263.8K | 8,607 | 0.02% | new | NEW |
| Cetera Investment Advisers | $235.9K | 7,697 | 0.00% | 3q | -14.0%-$38.5K |
| Midwest Trust Co | $231.4K | 7,551 | 0.00% | 5q | -0.7%-$1.5K |
| JPMORGAN CHASE & CO | $228.0K | 7,396 | 0.00% | 31q | +18.7%+$35.9K |
| Independent Advisor Alliance | $227.0K | 7,406 | 0.01% | 3q | +4.8%+$10.4K |
| Retirement Planning Co of New England, Inc. | $225.7K | 7,363 | 0.08% | 19q | -5.0%-$11.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $217.1K | 7,084 | 0.00% | 2q | +6.6%+$13.4K |
| BARCLAYS PLC | $214.9K | 7,012 | 0.00% | 30q | -26.6%-$77.9K |
| SEI INVESTMENTS CO | $204.2K | 6,662 | 0.00% | 3q | HELD |
| NEW YORK STATE COMMON RETIREMENT FUND | $185.9K | 6,066 | 0.00% | 31q | HELD |
| Vanguard Global Advisers, LLC | $182.4K | 5,952 | 0.00% | 2q | -25.6%-$62.8K |
| Aquatic Capital Management LLC | $179.8K | 5,865 | 0.01% | 8q | +91.3%+$85.8K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | Zimmer Partners, LP INDIVIDUALwith 3 co-filers | 8.8% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 162 | $324.3M | 10,559,662 | 22 | 76 | 39 | 0.2% |
| Q1 2026 | 169 | $258.4M | 8,455,292 | 29 | 45 | 48 | 0.3% |
| Q4 2025 | 151 | $278.4M | 8,731,991 | 20 | 46 | 48 | 0.1% |
| Q3 2025 | 148 | $249.5M | 8,197,230 | 21 | 47 | 42 | 0.0% |
| Q2 2025 | 150 | $252.7M | 7,994,982 | 17 | 52 | 35 | 0.0% |
| Q1 2025 | 152 | $259.1M | 7,447,126 | 27 | 43 | 37 | 0.3% |
| Q4 2024 | 136 | $240.4M | 7,329,961 | 14 | 36 | 45 | 0.2% |
| Q3 2024 | 134 | $270.1M | 7,199,613 | 20 | 29 | 37 | 0.1% |
| Q2 2024 | 127 | $259.7M | 6,983,594 | 19 | 39 | 31 | 0.2% |
| Q1 2024 | 120 | $259.0M | 7,109,369 | 17 | 37 | 35 | 0.4% |
| Q4 2023 | 123 | $271.6M | 7,027,882 | 17 | 34 | 40 | 0.1% |
| Q3 2023 | 119 | $249.1M | 6,637,588 | 6 | 41 | 37 | 0.1% |
| Q2 2023 | 124 | $268.9M | 6,505,675 | 10 | 41 | 27 | 0.1% |
| Q1 2023 | 119 | $285.7M | 6,383,307 | 16 | 36 | 23 | 0.1% |
| Q4 2022 | 102 | $248.4M | 5,516,396 | 13 | 29 | 29 | 0.1% |
| Q3 2022 | 130 | $258.1M | 6,712,990 | 18 | 42 | 28 | 0.0% |
| Q2 2022 | 125 | $261.8M | 6,473,346 | 11 | 43 | 26 | 0.0% |
| Q1 2022 | 131 | $243.2M | 5,412,085 | 12 | 39 | 40 | 0.1% |
| Q4 2021 | 130 | $263.9M | 5,300,130 | 10 | 36 | 38 | 0.1% |
| Q3 2021 | 122 | $230.6M | 5,267,358 | 11 | 36 | 30 | 0.2% |
| Q2 2021 | 121 | $248.7M | 5,485,102 | 10 | 39 | 30 | 0.1% |
| Q1 2021 | 123 | $274.4M | 5,592,516 | 10 | 26 | 39 | 0.2% |
| Q4 2020 | 127 | $278.6M | 5,400,348 | 12 | 38 | 28 | 0.0% |
| Q3 2020 | 130 | $226.9M | 5,365,741 | 12 | 29 | 41 | 0.0% |
| Q2 2020 | 130 | $268.5M | 5,589,532 | 10 | 46 | 36 | 0.1% |
| Q1 2020 | 129 | $234.3M | 5,379,878 | 20 | 36 | 37 | 0.2% |
| Q4 2019 | 123 | $255.4M | 5,537,574 | 15 | 33 | 31 | 0.0% |
| Q3 2019 | 114 | $223.1M | 5,089,404 | 18 | 35 | 22 | 0.4% |
| Q2 2019 | 104 | $173.6M | 4,828,732 | 12 | 28 | 21 | 0.6% |
| Q1 2019 | 99 | $163.5M | 4,747,613 | 8 | 20 | 31 | 0.3% |
| Q4 2018 | 97 | $155.7M | 4,843,008 | 2 | 1 | 1 | 0.3% |