York Water Co. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 1.87 M | $59.64 B | 2.57% | 13.00% |
| VANGUARD GROUP INC | 01/29/2026 | 1.08 M | $34.45 M | 1.96% | 7.51% |
| MORGAN STANLEY | 02/13/2026 | 642.72 K | $20.46 M | 249.97% | 4.46% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 393.35 K | $12.52 M | 3.60% | 2.73% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 351.05 K | $11.18 M | -1.34% | 2.44% |
| STATE STREET CORP | 02/13/2026 | 335.02 K | $10.74 M | 2.20% | 2.32% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 300.43 K | $9.57 M | -6.49% | 2.08% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/13/2026 | 239.81 K | $7.64 M | 23.34% | 1.66% |
| PROSHARE ADVISORS LLC | 02/06/2026 | 181.34 K | $5.77 M | -10.65% | 1.26% |
| GOLDMAN SACHS GROUP INC | 02/10/2026 | 154.49 K | $4.92 M | 79.51% | 1.07% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 144.36 K | $4.60 M | 28.64% | 1.00% |
| GABELLI FUNDS LLC | 02/05/2026 | 133.64 K | $4.26 M | 0.00% | 0.93% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 118.47 K | $3.77 M | -2.71% | 0.82% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 116.99 K | $3.72 M | -11.09% | 0.81% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 112.84 K | $3.59 M | -48.41% | 0.78% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 108.25 K | $3.45 M | 23.18% | 0.75% |
| PENN CAPITAL MANAGEMENT COMPANY, LLC | 02/09/2026 | 89.39 K | $2.85 M | -5.52% | 0.62% |
| CENTERBOOK PARTNERS LP | 02/11/2026 | 88.06 K | $2.80 M | 156.11% | 0.61% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/30/2026 | 82.03 K | $2.61 M | 12.33% | 0.57% |
| PRINCIPAL FINANCIAL GROUP INC | 02/02/2026 | 65.53 K | $2.09 M | 48.99% | 0.45% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 62.11 K | $1.98 M | 9.24% | 0.43% |
| LPL FINANCIAL LLC | 02/11/2026 | 46.69 K | $1.49 M | 13.73% | 0.32% |
| NUVEEN, LLC | 02/12/2026 | 44.58 K | $1.42 B | 16.28% | 0.31% |
| GAMCO INVESTORS, INC. ET AL | 02/05/2026 | 43.50 K | $1.39 M | 0.00% | 0.30% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 41.09 K | $1.31 M | 8.81% | 0.29% |
| UBS GROUP AG | 01/29/2026 | 38.81 K | $1.24 B | -4.61% | 0.27% |
| JOHN G ULLMAN & ASSOCIATES INC | 02/05/2026 | 37.05 K | $1.18 M | 100.00% | 0.26% |
| 02/05/2026 | 32.67 K | $1.04 M | -9.65% | 0.23% | |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 32.16 K | $1.02 M | 71.71% | 0.22% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 28.00 K | $891.52 K | 0.00% | 0.19% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 23.07 K | $734.58 K | 2.33% | 0.16% |
| BARCLAYS PLC | 02/13/2026 | 22.54 K | $717.80 K | 10.88% | 0.16% |
| JOHNSON & WHITE WEALTH MANAGEMENT, LLC | 02/05/2026 | 21.40 K | $681.27 K | -4.87% | 0.15% |
| HRT FINANCIAL LP | 02/12/2026 | 19.75 K | $628.00 K | 100.00% | 0.14% |
| RHUMBLINE ADVISERS | 02/13/2026 | 19.24 K | $612.72 K | -10.13% | 0.13% |
| MILLENNIUM MANAGEMENT LLC | 02/17/2026 | 18.98 K | $604.42 K | -62.33% | 0.13% |
| BALLENTINE PARTNERS, LLC | 02/03/2026 | 18.17 K | $578.57 K | 45.09% | 0.13% |
| FULTON BANK, N.A. | 01/08/2026 | 16.09 K | $512.37 K | 0.00% | 0.11% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 15.94 K | $507.56 K | 20.60% | 0.11% |
| HARBOR INVESTMENT ADVISORY, LLC | 01/07/2026 | 14.54 K | $462.87 K | 0.00% | 0.10% |
| RKL WEALTH MANAGEMENT LLC | 02/12/2026 | 13.76 K | $437.99 K | -4.93% | 0.10% |
| SAGEWORTH TRUST CO | 02/03/2026 | 13.66 K | $434.84 K | 0.00% | 0.09% |
| CLEAR HARBOR ASSET MANAGEMENT, LLC | 02/10/2026 | 13.33 K | $424.27 K | -5.33% | 0.09% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 12.89 K | $410.49 K | 0.02% | 0.09% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 12.88 K | $410.00 K | 0.15% | 0.09% |
| INCEPTIONR LLC | 02/11/2026 | 12.40 K | $394.75 K | 100.00% | 0.09% |
| TWO SIGMA ADVISERS, LP | 02/17/2026 | 12.30 K | $391.63 K | -80.10% | 0.09% |
| MARINER, LLC | 02/13/2026 | 12.18 K | $388.81 K | 35.09% | 0.08% |
| ELCO MANAGEMENT CO., LLC | 02/04/2026 | 11.40 K | $363.01 K | 28.61% | 0.08% |
| CULLEN CAPITAL MANAGEMENT, LLC | 02/13/2026 | 10.87 K | $346.04 K | 3.75% | 0.08% |
York Water Co. institutional Ownership - FAQ's
During the previous two years, 204 institutional investors and hedge funds held shares of York Water Co.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.87 M
VANGUARD GROUP INC: 1.08 M
MORGAN STANLEY: 642,716
Legal & General Group Plc: 393,352
GEODE CAPITAL MANAGEMENT, LLC: 351,054
STATE STREET CORP: 335,018
60.26% of York Water Co. stock is owned by institutional investors.
Institutional investors have bought a total of 10.65 M shares in the last 24 months. This purchase volume represents approximately $349.29 M in transactions.