Recent Quarter Total Invested
$265.23 M
Recent Quarter Institutional Ownership Percentage
49.91%
Total Invested of Last Quarter
$261.33 M
Ownership Percentage of Last Quarter
50.37%
The York Water Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 1.59 M | $58.80 M | 2.55% | 11.07% |
| VANGUARD GROUP INC | 08/13/2024 | 824,246 | $30.57 M | -0.10% | 5.75% |
| ZIMMER PARTNERS, LP | 08/14/2024 | 702,784 | $26.07 M | -5.72% | 4.91% |
| STATE STREET CORP | 08/14/2024 | 432,822 | $16.14 M | 8.05% | 3.02% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 372,608 | $13.82 M | -3.55% | 2.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 340,197 | $12.62 M | 5.78% | 2.37% |
| MORGAN STANLEY | 08/14/2024 | 178,114 | $6.61 M | 9.76% | 1.24% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 160,875 | $5.97 M | 12.36% | 1.12% |
| NORTHERN TRUST CORP | 08/14/2024 | 145,433 | $5.39 M | -3.03% | 1.02% |
| DEPRINCE RACE & ZOLLO INC | 08/14/2024 | 143,318 | $5.32 M | -2.05% | 1.00% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 134,836 | $5.00 M | -6.90% | 0.94% |
| GABELLI FUNDS LLC | 08/13/2024 | 134,643 | $4.99 M | -0.19% | 0.94% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 118,957 | $4.41 M | -2.80% | 0.83% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 08/13/2024 | 115,108 | $4.27 M | 82.88% | 0.80% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 113,838 | $4.22 M | 1.72% | 0.79% |
| KBC GROUP NV | 07/17/2024 | 111,661 | $4.14 M | -14.09% | 0.78% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 109,387 | $4.06 M | -1.76% | 0.76% |
| INVESCO LTD. | 08/13/2024 | 89,907 | $3.33 M | 14.35% | 0.63% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 65,771 | $2.44 M | 39.40% | 0.46% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 08/07/2024 | 61,817 | $2.29 M | -21.18% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 56,519 | $2.10 M | 6.20% | 0.39% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 49,599 | $1.84 M | 0.00% | 0.35% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 45,900 | $1.70 M | 16.50% | 0.32% |
| GAMCO INVESTORS, INC. ET AL | 08/13/2024 | 43,500 | $1.61 M | 0.00% | 0.30% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 38,687 | $1.43 M | -1.48% | 0.27% |
| LPL FINANCIAL LLC | 08/07/2024 | 37,957 | $1.41 M | -9.12% | 0.27% |
| TETON ADVISORS, INC. | 08/13/2024 | 37,660 | $1.40 M | 0.00% | 0.26% |
| ATOM INVESTORS LP | 08/14/2024 | 36,825 | $1.37 M | 99.95% | 0.26% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 08/14/2024 | 36,400 | $1.35 M | -11.86% | 0.25% |
| HARBOR INVESTMENT ADVISORY, LLC | 07/19/2024 | 36,000 | $1.34 M | 0.00% | 0.25% |
| UBS GROUP AG | 08/14/2024 | 30,616 | $1.14 M | -29.32% | 0.21% |
| SWISS NATIONAL BANK | 08/08/2024 | 28,200 | $1.05 M | 0.00% | 0.20% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/14/2024 | 27,924 | $1.04 M | 350.90% | 0.19% |
| RHUMBLINE ADVISERS | 08/01/2024 | 25,123 | $931,799 | 35.04% | 0.18% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2024 | 23,634 | $876,585 | 16.19% | 0.17% |
| MARTINGALE ASSET MANAGEMENT L P | 08/12/2024 | 21,915 | $812,828 | 1.86% | 0.15% |
| JANE STREET GROUP, LLC | 08/15/2024 | 21,422 | $794,542 | 100.00% | 0.15% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/13/2024 | 20,046 | $743,506 | -12.70% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 19,245 | $713,797 | 4.53% | 0.13% |
| FIRST MANHATTAN CO. LLC. | 08/15/2024 | 19,196 | $716,026 | 0.00% | 0.13% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 07/17/2024 | 18,786 | $696,773 | -12.62% | 0.13% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 17,929 | $664,987 | 100.00% | 0.13% |
| JPMORGAN CHASE & CO | 08/12/2024 | 17,029 | $631,605 | -48.07% | 0.12% |
| GLOBAL RETIREMENT PARTNERS, LLC | 07/23/2024 | 16,293 | $604,297 | 1.57% | 0.11% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 15,856 | $588,084 | 21.94% | 0.11% |
| FULTON BANK, N.A. | 07/09/2024 | 15,850 | $587,876 | 0.00% | 0.11% |
| GRATUS CAPITAL LLC | 07/25/2024 | 14,922 | $553,457 | 100.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 14,830 | $550,000 | 0.04% | 0.10% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/14/2024 | 14,025 | $520,187 | -1.87% | 0.10% |
| SAGEWORTH TRUST CO | 07/16/2024 | 13,657 | $506,538 | 0.00% | 0.10% |
The York Water Companyinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of YORW shares?
During the previous two years, 190 institutional investors and hedge funds held shares of The York Water Company. The most heavily invested institutionals were:
BlackRock Inc.: 1.59 M
VANGUARD GROUP INC: 824,246
Zimmer Partners, LP: 702,784
STATE STREET CORP: 432,822
DIMENSIONAL FUND ADVISORS LP: 372,608
GEODE CAPITAL MANAGEMENT, LLC: 340,197
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What percentage of The York Water Company stock is owned by institutional investors?
49.91% of The York Water Company stock is owned by institutional investors.
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How much institutional buying is happening at YORW ?
Institutional investors have bought a total of 8.42 M shares in the last 24 months. This purchase volume represents approximately $314.98 M in transactions.