YORK WTR CO (YORW)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 10,446,568 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 | +306.3%+$2.1M |
| 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% | 15q | +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 incl. $530.2K options PUT | 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 |
| 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 |
| 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 |
| Cambridge Investment Research Advisors, Inc. | $710.0K | 23,184 | 0.00% | 31q | +124.0%+$393.0K |
| 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 |
| Merit Financial Group, LLC | $527.8K | 17,221 | 0.00% | 6q | +9.7%+$46.5K |
| 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $484.0K | 15,791 | 0.00% | 4q | +27.8%+$105.4K |
| 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $415.0K | 13,530 | 0.00% | 6q | +36.5%+$111.0K |
| 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 | +22.0%+$61.5K |
| 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 |
| Janney Montgomery Scott LLC | $318.0K | 10,389 | 0.00% | 31q | +6.4%+$19.0K |
| 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 |
Showing the largest 100 of 169 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-15 | 2026-10-09 | Directors or officers departed or appointed | filing |
| 2026-08-18 | 2026-08-17 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-14 | Hand Joseph Thomas | President & CEO | Sold | 8,000 | $266.2K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 41 | $7.7M | 249,660 | 4 | 17 | 10 | 0.0% |
| Q2 2026 | 169 | $320.8M | 10,446,568 | 20 | 81 | 39 | 0.2% |
| Q1 2026 | 179 | $261.2M | 8,547,670 | 29 | 48 | 52 | 0.3% |
| Q4 2025 | 164 | $280.9M | 8,810,868 | 21 | 50 | 53 | 0.1% |
| Q3 2025 | 162 | $252.5M | 8,295,624 | 25 | 50 | 48 | 0.0% |
| Q2 2025 | 162 | $256.8M | 8,122,368 | 17 | 56 | 38 | 0.0% |
| Q1 2025 | 168 | $264.2M | 7,593,735 | 30 | 46 | 42 | 0.3% |
| Q4 2024 | 151 | $245.0M | 7,468,950 | 19 | 40 | 48 | 0.2% |
| Q3 2024 | 151 | $277.8M | 7,404,556 | 23 | 32 | 41 | 0.1% |
| Q2 2024 | 142 | $267.1M | 7,184,490 | 22 | 42 | 37 | 0.2% |
| Q1 2024 | 136 | $274.1M | 7,523,504 | 17 | 45 | 40 | 0.4% |
| Q4 2023 | 144 | $287.6M | 7,438,543 | 21 | 36 | 50 | 0.1% |
| Q3 2023 | 137 | $265.6M | 7,077,458 | 8 | 47 | 42 | 0.1% |
| Q2 2023 | 142 | $286.9M | 6,941,282 | 12 | 48 | 30 | 0.1% |
| Q1 2023 | 144 | $310.9M | 6,946,852 | 19 | 46 | 29 | 0.1% |
| Q4 2022 | 134 | $302.1M | 6,710,484 | 17 | 35 | 44 | 0.1% |
| Q3 2022 | 123 | $297.7M | 7,743,768 | 18 | 39 | 27 | 0.0% |
| Q2 2022 | 118 | $323.4M | 7,997,564 | 8 | 41 | 26 | 0.0% |
| Q1 2022 | 127 | $312.3M | 6,946,730 | 12 | 38 | 38 | 0.1% |
| Q4 2021 | 127 | $456.8M | 9,176,304 | 10 | 35 | 37 | 0.0% |
| Q3 2021 | 119 | $436.3M | 9,975,216 | 11 | 35 | 30 | 0.1% |
| Q2 2021 | 118 | $461.3M | 10,176,562 | 10 | 39 | 28 | 0.0% |
| Q1 2021 | 119 | $487.2M | 9,938,960 | 10 | 25 | 38 | 0.1% |
| Q4 2020 | 124 | $495.7M | 10,059,139 | 12 | 38 | 28 | 0.0% |
| Q3 2020 | 126 | $422.5M | 9,993,245 | 11 | 28 | 39 | 0.0% |
| Q2 2020 | 128 | $486.3M | 10,130,567 | 10 | 45 | 35 | 0.1% |
| Q1 2020 | 128 | $654.6M | 15,052,176 | 20 | 35 | 37 | 0.1% |
| Q4 2019 | 120 | $463.3M | 10,045,784 | 15 | 33 | 30 | 0.0% |
| Q3 2019 | 112 | $403.9M | 9,229,480 | 18 | 34 | 22 | 0.2% |
| Q2 2019 | 102 | $334.8M | 9,343,905 | 12 | 28 | 20 | 0.3% |
| Q1 2019 | 97 | $303.5M | 8,827,138 | 8 | 19 | 31 | 0.2% |
| Q4 2018 | 95 | $286.6M | 8,925,197 | 2 | 1 | 1 | 0.1% |
