Go Pro

York Water (YORW) Institutional Ownership

York Water logo
$34.03 -0.17 (-0.50%)
As of 08/21/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for York Water (NASDAQ:YORW)

Current
Institutional Ownership
Percentage
49.86%
Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$95.70M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$16.61M
Get YORW Insider Trade Alerts

Want to know when executives and insiders are buying or selling York Water stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

YORW Institutional Buying and Selling by Quarter

York Water Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Penn Capital Management Company LLC97,796$3.00M0.2%+9.5%0.603%
8/17/2026 Bank of America Corp DE65,139$2.00M0.0%N/A0.401%
8/15/2026 Odyssean LLC31,156$955K0.2%+139.5%0.192%
8/14/2026 Legal & General Group Plc321,660$9.86M0.0%N/A1.982%
8/14/2026 Cullen Capital Management LLC22,899$702K0.0%N/A0.141%
8/13/2026 Clear Harbor Asset Management LLC13,125$402K0.0%N/A0.081%
8/12/2026 Ieq Capital LLC12,495$383K0.0%N/A0.077%
8/11/2026 Allworth Financial LP949$29K0.0%N/A0.006%
8/7/2026 BlackRock Inc.1,281,673$39.28M0.0%N/A7.907%
8/7/2026 Deutsche Bank AG16,083$493K0.0%N/A0.099%
8/7/2026 Perigon Wealth Management LLC13,966$428K0.0%N/A0.086%
8/6/2026 Global Retirement Partners LLC12,897$395K0.0%N/A0.080%
8/6/2026 Bank of New York Mellon Corp153,816$4.71M0.0%N/A0.949%
7/10/2026 Fulton Bank N.A.11,692$358K0.0%-27.3%0.072%
5/19/2026 Bank of America Corp DE64,179$1.95M0.0%+3.3%0.396%
5/18/2026 Royal Bank of Canada4,556$138K0.0%-26.1%0.028%
5/16/2026 Quantinno Capital Management LP57,925$1.76M0.0%+14.1%0.357%
5/14/2026 Renaissance Technologies LLC204,036$6.21M0.0%+80.8%1.259%
5/14/2026 Teton Advisors LLC31,570$961K0.7%-3.4%0.195%
5/14/2026 Arrowstreet Capital Limited Partnership326,730$9.95M0.0%+36.2%2.016%
5/13/2026 Cetera Investment Advisers8,953$273K0.0%+8.7%0.055%
5/8/2026 PNC Financial Services Group Inc.19,359$589K0.0%-16.1%0.119%
5/7/2026 Dimensional Fund Advisors LP295,879$9.01M0.0%-1.5%1.826%
5/5/2026 Bank of New York Mellon Corp146,209$4.45M0.0%+1.3%0.903%
4/23/2026 Inspire Investing LLC16,853$513K0.0%+14.7%0.117%
4/22/2026 Janney Montgomery Scott LLC9,767$297K0.0%-8.5%0.068%
2/19/2026 Invesco Ltd.97,941$3.12M0.0%-12.8%0.678%
2/18/2026 Mercer Global Advisors Inc. ADV9,669$308K0.0%+25.1%0.067%
2/18/2026 Zimmer Partners LP741,849$23.62M0.6%-2.1%5.137%
2/18/2026 Odyssean LLC12,300$392K0.3%N/A0.085%
2/18/2026 Millennium Management LLC18,983$604K0.0%-62.3%0.131%
2/17/2026 AQR Capital Management LLC108,245$3.45M0.0%+23.2%0.750%
2/17/2026 Cetera Investment Advisers8,235$262K0.0%N/A0.057%
2/17/2026 Price T Rowe Associates Inc. MD8,609$275K0.0%+13.7%0.060%
2/17/2026 Russell Investments Group Ltd.18,853$600K0.0%+106.7%0.131%
2/17/2026 Royal Bank of Canada6,166$196K0.0%-34.8%0.043%
2/16/2026 Mariner LLC12,176$389K0.0%+35.1%0.084%
2/16/2026 Arax Advisory Partners3,928$125K0.0%-56.5%0.027%
2/16/2026 Barclays PLC22,544$718K0.0%+10.9%0.156%
2/13/2026 Kestra Advisory Services LLC2,118$67K0.0%N/A0.015%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
2/13/2026 Charles Schwab Investment Management Inc.118,467$3.77M0.0%-2.7%0.820%
2/13/2026 State Street Corp335,018$10.74M0.0%+2.2%2.320%
2/13/2026 Martingale Asset Management L P6,659$212K0.0%-67.7%0.046%
2/13/2026 Wells Fargo & Company MN32,157$1.02M0.0%+71.7%0.223%
2/13/2026 Cullen Capital Management LLC10,868$346K0.0%+3.8%0.075%
2/13/2026 Quadrant Capital Group LLC7,222$230K0.0%+65.1%0.050%
2/12/2026 HRT Financial LP19,751$628K0.0%N/A0.137%
2/12/2026Brooklyn Investment Group6,813$222K0.0%N/A0.047%
2/12/2026 Renaissance Technologies LLC112,836$3.59M0.0%-48.4%0.781%
2/12/2026 Dimensional Fund Advisors LP300,429$9.57M0.0%-6.5%2.081%
2/12/2026 RKL Wealth Management LLC13,756$438K0.0%-4.9%0.095%
2/12/2026 Nuveen LLC44,579$1.42M0.0%+16.3%0.309%
2/11/2026 Inceptionr LLC12,398$395K0.1%N/A0.086%
2/11/2026 Janney Montgomery Scott LLC10,676$340K0.0%+4.8%0.074%
2/11/2026 Cerity Partners LLC8,753$279K0.0%N/A0.061%
2/11/2026 LPL Financial LLC46,692$1.49M0.0%+13.7%0.323%
2/11/2026 CenterBook Partners LP88,060$2.80M0.1%+156.1%0.610%
2/11/2026 Parallel Advisors LLC2,698$86K0.0%+128.8%0.019%
2/10/2026 Goldman Sachs Group Inc.154,490$4.92M0.0%+79.5%1.070%
2/10/2026 Clear Harbor Asset Management LLC13,325$424K0.0%-5.3%0.092%
2/10/2026 Northwestern Mutual Wealth Management Co.1,533$49K0.0%+189.8%0.011%
2/10/2026 Intech Investment Management LLC7,122$227K0.0%N/A0.049%
2/9/2026 Geode Capital Management LLC351,054$11.18M0.0%-1.3%2.431%
2/9/2026 Penn Capital Management Company LLC89,386$2.85M0.2%-5.5%0.619%
2/9/2026 Legal & General Group Plc393,352$12.52M0.0%+3.6%2.724%
2/6/2026 PNC Financial Services Group Inc.23,071$735K0.0%+2.3%0.160%
2/6/2026 ProShare Advisors LLC181,341$5.77M0.0%-10.7%1.256%
2/5/2026 Teton Advisors LLC32,670$1.04M0.7%-9.7%0.226%
2/5/2026 John G Ullman & Associates Inc.37,050$1.18M0.2%N/A0.257%
2/5/2026 Johnson & White Wealth Management LLC21,397$681K0.3%-4.9%0.148%
2/4/2026 Independent Advisor Alliance6,761$215K0.0%N/A0.047%
2/4/2026 ELCO Management Co. LLC11,401$363K0.2%+28.6%0.079%
2/3/2026 Ballentine Partners LLC18,171$579K0.0%+45.1%0.126%
1/30/2026 State of New Jersey Common Pension Fund D82,029$2.61M0.0%+12.3%0.568%
1/28/2026 Retirement Planning Co of New England Inc.7,729$246K0.1%-6.2%0.054%
1/27/2026 Evergreen Capital Management LLC7,885$253K0.0%N/A0.055%
1/26/2026 Merit Financial Group LLC15,941$508K0.0%+20.6%0.110%
1/26/2026CWM LLC7,816$249K0.0%+9.0%0.054%
1/23/2026 Farther Finance Advisors LLC1,148$37K0.0%+62.4%0.008%
1/23/2026 State of Alaska Department of Revenue2,252$70K0.0%+416.5%0.016%
1/16/2026 Perigon Wealth Management LLC8,300$264K0.0%N/A0.057%
1/14/2026 Exchange Traded Concepts LLC1,870$60K0.0%-14.5%0.013%
1/8/2026 Wealth Enhancement Advisory Services LLC8,934$283K0.0%+21.8%0.062%
1/5/2026 GAMMA Investing LLC1,367$44K0.0%+211.4%0.009%
1/1/2026 JPMorgan Chase & Co.16,645$506K0.0%+126.4%0.115%
11/24/2025 Penn Capital Management Company LLC94,612$2.88M0.2%+59.9%0.655%
11/18/2025 Advisory Services Network LLC1,018$31K0.0%N/A0.007%
11/17/2025 CANADA LIFE ASSURANCE Co2,073$63K0.0%-89.2%0.014%
11/17/2025 Susquehanna International Group LLP6,669$203K0.0%-65.2%0.046%
11/17/2025 Mariner LLC9,013$274K0.0%-20.8%0.062%
Ready to give options a try? Your first trade (Ticker included) -INSIDE (Ad)

Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and stinging losses? Dave Aquino is giving away the exact 11-hour options strategy he uses in volatile markets. You get the plain English blueprint behind the strategy and the very same "rinse and repeat" ticker he's traded nearly 900 times with a 95.3% success rate. It's so simple to understand, you could trade it tomorrow.tc pixel

11/17/2025 Mercer Global Advisors Inc. ADV7,731$235K0.0%N/A0.054%
11/17/2025 Millennium Management LLC50,387$1.53M0.0%-62.0%0.349%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.10,647$324K0.0%-3.2%0.074%
11/17/2025 Citadel Advisors LLC13,872$422K0.0%+13.2%0.096%
11/17/2025 Bank of America Corp DE56,858$1.73M0.0%-29.2%0.394%
11/17/2025 Aquatic Capital Management LLC8,100$246K0.0%-3.7%0.056%
11/17/2025 Alliancebernstein L.P.12,580$383K0.0%+9.6%0.087%
11/14/2025 Creative Planning16,381$498K0.0%-3.5%0.113%
11/14/2025 Raymond James Financial Inc.37,761$1.15M0.0%+8.5%0.262%
11/14/2025 Two Sigma Investments LP131,581$4.00M0.0%+66.1%0.912%


YORW Institutional Ownership - Frequently Asked Questions

During the previous two years, 135 institutional investors and hedge funds held shares of York Water. The most heavily invested institutionals were BlackRock Inc. ($39.28M), Vanguard Group Inc. ($32.28M), Zimmer Partners LP ($23.62M), Geode Capital Management LLC ($11.18M), State Street Corp ($10.74M), Arrowstreet Capital Limited Partnership ($9.95M), and Legal & General Group Plc ($9.86M).Learn more on York Water's institutional investors.

49.86% of York Water's stock is owned by institutional investors. Learn more on YORW's institutional investor holdings.

Of the 114 institutional investors that purchased York Water's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($1.28M), Legal & General Group Plc ($485.01K), Arrowstreet Capital Limited Partnership ($234.71K), Bank of New York Mellon Corp ($174.90K), CenterBook Partners LP ($119.40K), Renaissance Technologies LLC ($91.20K), and Bank of America Corp DE ($89.87K).

Institutional investors have bought a total of 3,113,574 shares in the last 24 months. This purchase volume represents approximately $95.70M in transactions.

Of the 38 institutional investors that sold York Water's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Millennium Management LLC ($113.77K), Renaissance Technologies LLC ($105.90K), CenterBook Partners LP ($43.37K), Dimensional Fund Advisors LP ($33.62K), Vanguard Group Inc. ($29.69K), Bank of America Corp DE ($23.45K), and ProShare Advisors LLC ($21.62K).

Institutional investors have sold a total of 534,199 shares in the last 24 months. This volume of shares sold represents approximately $16.61M in transactions.



Institutional ownership data for NASDAQ:YORW is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
From Our Partners