The York Water Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 1.59 M | $59.58 M | 100.00% | 11.08% |
| VANGUARD GROUP INC | 11/13/2024 | 869,078 | $32.56 M | 5.44% | 6.05% |
| ZIMMER PARTNERS, LP | 11/14/2024 | 709,867 | $26.59 M | 1.01% | 4.95% |
| STATE STREET CORP | 11/14/2024 | 473,568 | $17.83 M | 9.41% | 3.30% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 373,323 | $13.98 M | 0.19% | 2.60% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 343,279 | $12.86 M | 0.91% | 2.39% |
| MORGAN STANLEY | 11/14/2024 | 207,029 | $7.76 M | 16.23% | 1.44% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 156,577 | $5.87 M | -2.67% | 1.09% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 11/14/2024 | 137,799 | $5.16 M | 19.71% | 0.96% |
| GABELLI FUNDS LLC | 11/13/2024 | 134,643 | $5.04 M | 0.00% | 0.94% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2024 | 121,836 | $4.56 M | -9.64% | 0.85% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 116,666 | $4.37 M | 2.48% | 0.81% |
| KBC GROUP NV | 11/06/2024 | 111,661 | $4.18 M | 0.00% | 0.78% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 98,471 | $3.69 M | 49.72% | 0.69% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 98,026 | $3.67 M | -10.39% | 0.68% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 88,855 | $3.33 M | -25.30% | 0.62% |
| INVESCO LTD. | 11/12/2024 | 84,610 | $3.17 M | -5.89% | 0.59% |
| DEPRINCE RACE & ZOLLO INC | 11/14/2024 | 69,471 | $2.60 M | -51.53% | 0.48% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/04/2024 | 61,817 | $2.32 M | 0.00% | 0.43% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 54,553 | $2.04 M | -3.48% | 0.38% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 52,800 | $1.98 M | 15.03% | 0.37% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 49,599 | $1.86 M | 0.00% | 0.35% |
| GAMCO INVESTORS, INC. ET AL | 11/14/2024 | 43,500 | $1.63 M | 0.00% | 0.30% |
| LPL FINANCIAL LLC | 11/08/2024 | 39,153 | $1.47 M | 3.15% | 0.27% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 38,388 | $1.44 M | -0.77% | 0.27% |
| ATOM INVESTORS LP | 11/14/2024 | 36,865 | $1.38 M | 0.11% | 0.26% |
| TETON ADVISORS, INC. | 11/13/2024 | 36,660 | $1.37 M | -2.66% | 0.26% |
| HARBOR INVESTMENT ADVISORY, LLC | 10/04/2024 | 36,000 | $1.35 M | 0.00% | 0.25% |
| UBS GROUP AG | 11/14/2024 | 32,157 | $1.20 M | 5.03% | 0.22% |
| JPMORGAN CHASE & CO | 11/08/2024 | 30,368 | $1.14 M | 78.33% | 0.21% |
| SWISS NATIONAL BANK | 11/07/2024 | 28,200 | $1.06 M | 0.00% | 0.20% |
| RHUMBLINE ADVISERS | 11/12/2024 | 24,195 | $906,334 | -3.69% | 0.17% |
| BARCLAYS PLC | 11/19/2024 | 22,371 | $838,000 | 297.00% | 0.16% |
| MARTINGALE ASSET MANAGEMENT L P | 11/14/2024 | 22,115 | $828,428 | 0.91% | 0.15% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 19,987 | $748,713 | 100.00% | 0.14% |
| FIRST MANHATTAN CO. LLC. | 11/14/2024 | 19,164 | $721,923 | -0.17% | 0.13% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 10/24/2024 | 18,786 | $703,724 | 0.00% | 0.13% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2024 | 18,573 | $695,745 | -21.41% | 0.13% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 18,559 | $695,220 | -3.56% | 0.13% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 17,111 | $641,000 | 77.56% | 0.12% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/16/2024 | 16,295 | $610,395 | 0.01% | 0.11% |
| FULTON BANK, N.A. | 10/07/2024 | 15,850 | $593,741 | 0.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 15,412 | $577,347 | -2.80% | 0.11% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 14,866 | $557,000 | 0.24% | 0.10% |
| BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 14,200 | $519,862 | -60.99% | 0.10% |
| SAGEWORTH TRUST CO | 10/24/2024 | 13,657 | $511,591 | 0.00% | 0.10% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 11/12/2024 | 13,634 | $510,730 | -31.99% | 0.10% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11/14/2024 | 13,560 | $507,958 | -3.32% | 0.09% |
| MANCHESTER CAPITAL MANAGEMENT LLC | 11/05/2024 | 13,168 | $493,274 | 0.00% | 0.09% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2024 | 12,160 | $455,514 | -4.70% | 0.08% |
The York Water Companyinstitutional Ownership - FAQ's
During the previous two years, 189 institutional investors and hedge funds held shares of The York Water Company. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 1.59 M
VANGUARD GROUP INC: 869,078
Zimmer Partners, LP: 709,867
STATE STREET CORP: 473,568
DIMENSIONAL FUND ADVISORS LP: 373,323
GEODE CAPITAL MANAGEMENT, LLC: 343,279
51.25% of The York Water Company stock is owned by institutional investors.
Institutional investors have bought a total of 9.86 M shares in the last 24 months. This purchase volume represents approximately $329.74 M in transactions.