Skip to content
DaveManuel.com · Institutional Ownership · Who Owns It

YORK WTR CO (YORW)

Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.

169
Reporting holders
$320.8M
Reported value
64.4%
Of shares outstanding
0.0%
Calls
0.2%
Puts
-10
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
Zimmer Partners, LP$43.5M1,419,8771.00%18q+93.8%+$21.1M
BlackRock, Inc.$39.3M1,281,6730.00%8q+18.8%+$6.2M
MORGAN STANLEY$21.9M713,3510.00%35q+7.8%+$1.6M
VANGUARD CAPITAL MANAGEMENT LLC$21.8M712,7990.00%2q+9.0%+$1.8M
GEODE CAPITAL MANAGEMENT, LLC$12.9M421,6820.00%31q+22.4%+$2.4M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$11.1M362,5610.00%6q+11.0%+$1.1M
STATE STREET CORP$10.7M346,0370.00%31q+6.5%+$651.3K
VANGUARD PORTFOLIO MANAGEMENT LLC$9.9M323,1290.00%2q+10.3%+$923.3K
Legal & General Group Plc$9.9M321,6600.00%31q+7.3%+$673.1K
DIMENSIONAL FUND ADVISORS LP$9.6M311,6720.00%31q+5.3%+$484.1K
AQR CAPITAL MANAGEMENT LLC$8.5M277,1960.00%5q+135.5%+$4.9M
REAVES W H & CO INC$8.4M275,0000.13%newNEW
ProShare Advisors LLC$6.9M226,6820.01%8q+18.3%+$1.1M
Qube Research & Technologies Ltd$6.5M212,4500.01%2q+268.9%+$4.7M
TWO SIGMA INVESTMENTS, LP$5.9M193,7370.00%28q+73.3%+$2.5M
RENAISSANCE TECHNOLOGIES LLC$5.2M168,2360.01%31q-17.5%-$1.1M
Bank of New York Mellon Corp$4.7M153,8160.00%31q+5.2%+$233.2K
GABELLI FUNDS LLC$4.7M151,7930.03%31q+13.6%+$556.3K
NORTHERN TRUST CORP$4.4M144,9060.00%31q+17.9%+$674.2K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4.1M135,1350.00%31q+14.4%+$521.6K
VANGUARD FIDUCIARY TRUST CO$3.3M106,8280.00%2q+14.5%+$414.2K
Penn Capital Management Company, LLC$3.0M97,7960.19%20q+9.5%+$261.3K
Invesco Ltd.$3.0M96,9670.00%31q+18.8%+$470.3K
JOHN G ULLMAN & ASSOCIATES INC$2.8M92,9750.35%3q+150.9%+$1.7M
GOLDMAN SACHS GROUP INC$2.8M91,8830.00%31q-41.2%-$2.0M
WELLS FARGO & COMPANY/MN$2.7M89,2640.00%31q+306.3%+$2.1M
MILLENNIUM MANAGEMENT LLC$2.4M78,8500.00%8q-45.5%-$2.0M
Empire Financial Management Company, LLC$2.2M72,3660.88%newNEW
Quantinno Capital Management LP$2.1M68,2370.00%6q+17.8%+$316.1K
BANK OF AMERICA CORP /DE/$2.0M65,1390.00%31q+1.5%+$29.4K
State of New Jersey Common Pension Fund D$1.9M62,6190.01%15q-23.7%-$594.9K
Nuveen, LLC$1.8M59,4850.00%6q+32.4%+$445.9K
STOREBRAND ASSET MANAGEMENT AS$1.8M57,5000.00%15q+112.1%+$931.6K
MARSHALL WACE, LLP$1.4M47,0120.00%2q+13.3%+$169.4K
LPL Financial LLC$1.4M45,1440.00%14q-0.9%-$12.5K
GAMCO INVESTORS, INC. ET AL$1.3M43,5000.01%31qHELD
CITADEL ADVISORS LLC$1.3M
incl. $530.2K options PUT
25,4660.00%27q-22.5%-$379.5K
Prospera Financial Services Inc$1.3M41,5750.02%newNEW
CenterBook Partners LP$1.1M36,9890.06%8q-35.7%-$628.1K
UBS Group AG$984.4K32,1160.00%31q-25.3%-$333.1K
Teton Advisors, LLC$978.0K31,9100.57%4q+1.1%+$10.4K
North Star Investment Management Corp.$965.5K31,5000.05%4q+12.5%+$107.3K
Odyssean, LLC$954.9K31,1560.16%3q+139.5%+$556.1K
Engineers Gate Manager LP$872.9K28,4790.01%2q+111.0%+$459.2K
Trexquant Investment LP$804.9K26,2600.00%2q+80.4%+$358.7K
Jump Financial, LLC$772.4K25,2000.01%newNEW
Cambridge Investment Research Advisors, Inc.$710.0K23,1840.00%31q+124.0%+$393.0K
Cullen Capital Management, LLC$701.9K22,8990.01%6q+93.9%+$340.0K
Inspire Investing, LLC$675.3K22,0340.03%6q+30.7%+$158.8K
Campbell & CO Investment Adviser LLC$675.2K22,0300.04%2q-12.9%-$100.1K
ExodusPoint Capital Management, LP$670.6K21,8800.00%newNEW
Russell Investments Group, Ltd.$666.0K21,7300.00%20q+0.8%+$5.5K
Johnson & White Wealth Management, LLC$651.9K21,2680.24%7q+1.3%+$8.1K
RHUMBLINE ADVISERS$632.8K20,6450.00%31q+9.1%+$52.8K
MARTINGALE ASSET MANAGEMENT L P$598.5K19,5260.01%newNEW
Baird Financial Group, Inc.$561.3K18,3120.00%2q+98.8%+$278.9K
FMR LLC$559.6K18,2570.00%31q-31.1%-$252.8K
Atria Investments, Inc$556.6K18,1600.01%4q+71.4%+$231.9K
RAYMOND JAMES FINANCIAL INC$553.7K18,0640.00%6q+152.4%+$334.3K
Merit Financial Group, LLC$527.8K17,2210.00%6q+9.7%+$46.5K
ALLIANCEBERNSTEIN L.P.$522.2K17,1500.00%15q+39.5%+$148.0K
PNC Financial Services Group, Inc.$507.6K16,5620.00%31q-14.4%-$85.7K
ELCO Management Co., LLC$503.3K16,4220.22%23q+24.6%+$99.5K
Mariner, LLC$500.2K16,3180.00%16q+54.0%+$175.3K
DEUTSCHE BANK AG\$492.9K16,0830.00%34q+64.3%+$192.9K
MERCER GLOBAL ADVISORS INC /ADV$484.0K15,7910.00%4q+27.8%+$105.4K
HARBOR INVESTMENT ADVISORY, LLC$445.6K14,5370.03%27qHELD
Creative Planning$436.7K14,2470.00%7q-26.0%-$153.6K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$432.0K14,1170.00%4q+59.6%+$161.3K
RKL Wealth Management LLC$431.7K14,0850.03%6q+1.6%+$6.9K
Perigon Wealth Management, LLC$428.0K13,9660.01%3q+65.3%+$169.2K
JANE STREET GROUP, LLC$426.7K13,9210.00%2q-90.6%-$4.1M
PRICE T ROWE ASSOCIATES INC /MD/$415.0K13,5300.00%6q+36.5%+$111.0K
Clear Harbor Asset Management, LLC$402.3K13,1250.02%31q-1.5%-$6.1K
Global Retirement Partners, LLC$395.3K12,8970.01%29qHELD
IEQ CAPITAL, LLC$383.0K12,4950.00%newNEW
Schonfeld Strategic Advisors LLC$377.0K12,2990.00%newNEW
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$376.0K12,2680.00%9q+2.8%+$10.1K
Fulton Bank, N.A.$358.4K11,6920.01%31q-27.3%-$134.9K
OCCUDO QUANTITATIVE STRATEGIES LP$344.4K11,2380.02%2q-29.8%-$146.4K
AMERIPRISE FINANCIAL INC$341.4K11,1340.00%6q+22.0%+$61.5K
Cerity Partners LLC$320.9K10,4690.00%3q+46.4%+$101.7K
Quadrature Capital Ltd$319.5K10,4230.00%2q+8.4%+$24.9K
Janney Montgomery Scott LLC$318.0K10,3890.00%31q+6.4%+$19.0K
Arax Advisory Partners$301.1K9,8230.00%17q+152.2%+$181.7K
Ballentine Partners, LLC$295.4K9,6390.00%5q-15.8%-$55.5K
MetLife Investment Management, LLC$284.4K9,2780.00%32q+11.7%+$29.7K
CITIGROUP INC$281.4K9,1810.00%31q+254.8%+$202.1K
COLLECTIVE FAMILY OFFICE LLC$281.1K9,1720.06%23qHELD
Y-Intercept (Hong Kong) Ltd$275.5K8,9900.01%newNEW
Atom Investors LP$263.8K8,6070.02%newNEW
Cetera Investment Advisers$235.9K7,6970.00%3q-14.0%-$38.5K
Midwest Trust Co$231.4K7,5510.00%5q-0.7%-$1.5K
JPMORGAN CHASE & CO$228.0K7,3960.00%31q+18.7%+$35.9K
Independent Advisor Alliance$227.0K7,4060.01%3q+4.8%+$10.4K
Retirement Planning Co of New England, Inc.$225.7K7,3630.08%19q-5.0%-$11.8K
COMMONWEALTH EQUITY SERVICES, LLC$217.1K7,0840.00%2q+6.6%+$13.4K
BARCLAYS PLC$214.9K7,0120.00%30q-26.6%-$77.9K
SEI INVESTMENTS CO$204.2K6,6620.00%3qHELD
NEW YORK STATE COMMON RETIREMENT FUND$185.9K6,0660.00%31qHELD

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.

FiledEvent dateWhatSource
2026-10-152026-10-09Directors or officers departed or appointedfiling
2026-08-182026-08-17Directors or officers departed or appointedfiling

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

DateInsiderRoleSideSharesValue
2026-08-14Hand Joseph ThomasPresident & CEOSold8,000$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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202641$7.7M249,660417100.0%
Q2 2026169$320.8M10,446,5682081390.2%
Q1 2026179$261.2M8,547,6702948520.3%
Q4 2025164$280.9M8,810,8682150530.1%
Q3 2025162$252.5M8,295,6242550480.0%
Q2 2025162$256.8M8,122,3681756380.0%
Q1 2025168$264.2M7,593,7353046420.3%
Q4 2024151$245.0M7,468,9501940480.2%
Q3 2024151$277.8M7,404,5562332410.1%
Q2 2024142$267.1M7,184,4902242370.2%
Q1 2024136$274.1M7,523,5041745400.4%
Q4 2023144$287.6M7,438,5432136500.1%
Q3 2023137$265.6M7,077,458847420.1%
Q2 2023142$286.9M6,941,2821248300.1%
Q1 2023144$310.9M6,946,8521946290.1%
Q4 2022134$302.1M6,710,4841735440.1%
Q3 2022123$297.7M7,743,7681839270.0%
Q2 2022118$323.4M7,997,564841260.0%
Q1 2022127$312.3M6,946,7301238380.1%
Q4 2021127$456.8M9,176,3041035370.0%
Q3 2021119$436.3M9,975,2161135300.1%
Q2 2021118$461.3M10,176,5621039280.0%
Q1 2021119$487.2M9,938,9601025380.1%
Q4 2020124$495.7M10,059,1391238280.0%
Q3 2020126$422.5M9,993,2451128390.0%
Q2 2020128$486.3M10,130,5671045350.1%
Q1 2020128$654.6M15,052,1762035370.1%
Q4 2019120$463.3M10,045,7841533300.0%
Q3 2019112$403.9M9,229,4801834220.2%
Q2 2019102$334.8M9,343,9051228200.3%
Q1 201997$303.5M8,827,138819310.2%
Q4 201895$286.6M8,925,1972110.1%