YORW Institutional Ownership & Shareholders
YORK WATER CO (YORW) is currently held by 167 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $316.45M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Zimmer Partners, Lp is currently the largest disclosed institutional shareholder of YORW tracked by InsiderSet, reporting ownership valued at approximately $43.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $44.85M, representing an estimated gain of +3.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed YORW value among the investors covered in this analysis. Major shareholders include Zimmer Partners, Lp, Blackrock, Inc., Morgan Stanley, and several other long-term asset managers with concentrated positions in YORK WATER CO (YORW).
This page ranks the largest institutional YORW shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
167
Total Reported Value
$316.45M
Largest Holder
Zimmer Partners, Lp
Largest Position
$43.52M
Insider Transactions (90d)
12
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Zimmer Partners, Lp | 1.03% | 1,419,877 | $43,519,230 | $44,853,914 | +$1,334,684 | +3.07% | |
| Blackrock, Inc. | 0.00% | 1,281,673 | $39,283,274 | $40,488,050 | +$1,204,776 | +3.07% | |
| Morgan Stanley | 0.00% | 713,351 | $21,864,257 | $22,534,758 | +$670,501 | +3.07% | |
| Vanguard Capital Management Llc | 0.00% | 712,799 | $21,847,289 | $22,517,320 | +$670,031 | +3.07% | |
| Geode Capital Management, Llc | 0.00% | 421,682 | $12,927,206 | $13,320,934 | +$393,728 | +3.05% | |
| Arrowstreet Capital, Limited Partnership | 0.00% | 362,561 | $11,112,495 | $11,453,302 | +$340,807 | +3.07% | |
| State Street Corp | 0.00% | 346,037 | $10,683,624 | $10,931,309 | +$247,685 | +2.32% | |
| Vanguard Portfolio Management Llc | 0.00% | 323,129 | $9,903,904 | $10,207,645 | +$303,741 | +3.07% | |
| Legal & General Group Plc | 0.00% | 321,660 | $9,858,879 | $10,161,239 | +$302,360 | +3.07% | |
| Dimensional Fund Advisors Lp | 0.00% | 311,672 | $9,552,933 | $9,845,718 | +$292,785 | +3.06% | |
| Aqr Capital Management Llc | 0.00% | 277,196 | $8,496,045 | $8,756,622 | +$260,577 | +3.07% | |
| Reaves W H & Co Inc | 0.13% | 275,000 | $8,428,750 | $8,687,250 | +$258,500 | +3.07% | |
| Qube Research & Technologies Ltd | 0.01% | 212,450 | $6,511,593 | $6,711,296 | +$199,703 | +3.07% | |
| Two Sigma Investments, Lp | 0.00% | 193,737 | $5,938,039 | $6,120,152 | +$182,113 | +3.07% | |
| Renaissance Technologies LLC | Jim Simons | 0.01% | 168,236 | $5,156,433 | $5,314,575 | +$158,142 | +3.07% |
| Bank Of New York Mellon Corp | 0.00% | 153,816 | $4,714,455 | $4,859,047 | +$144,592 | +3.07% | |
| Gabelli Funds Llc | 0.03% | 151,793 | $4,652,455 | $4,795,141 | +$142,686 | +3.07% | |
| Northern Trust Corp | 0.00% | 144,906 | $4,441,368 | $4,577,581 | +$136,213 | +3.07% | |
| Charles Schwab Investment Management Inc | 0.00% | 135,135 | $4,141,888 | $4,268,915 | +$127,027 | +3.07% | |
| Vanguard Fiduciary Trust Co | 0.00% | 106,828 | $3,274,278 | $3,374,697 | +$100,419 | +3.07% | |
| Penn Capital Management Company, Llc | 0.19% | 97,796 | $2,997,447 | $3,089,376 | +$91,929 | +3.07% | |
| Invesco Ltd. | 0.00% | 96,967 | $2,972,038 | $3,063,188 | +$91,150 | +3.07% | |
| John G Ullman & Associates Inc | 0.35% | 92,975 | $2,849,684 | $2,937,080 | +$87,396 | +3.07% | |
| Goldman Sachs Group Inc | 0.00% | 91,883 | $2,816,216 | $2,902,584 | +$86,368 | +3.07% | |
| Wells Fargo & Company/Mn | 0.00% | 89,264 | $2,735,939 | $2,819,850 | +$83,911 | +3.07% | |
| Millennium Management Llc | 0.00% | 78,850 | $2,416,752 | $2,490,872 | +$74,120 | +3.07% | |
| Empire Financial Management Company, Llc | 0.88% | 72,366 | $2,218,017 | $2,286,042 | +$68,025 | +3.07% | |
| Quantinno Capital Management Lp | 0.00% | 68,237 | $2,091,464 | $2,155,607 | +$64,143 | +3.07% | |
| Bank Of America Corp | 0.00% | 65,139 | $1,996,510 | $2,057,741 | +$61,231 | +3.07% | |
| State Of New Jersey Common Pension Fund D | 0.01% | 62,619 | $1,919,272 | $1,978,134 | +$58,862 | +3.07% | |
| Nuveen, Llc | 0.00% | 59,485 | $1,823,216 | $1,879,131 | +$55,915 | +3.07% | |
| Storebrand Asset Management As | 0.00% | 57,500 | $1,762,375 | $1,816,425 | +$54,050 | +3.07% | |
| Marshall Wace, Llp | 0.00% | 47,012 | $1,440,917 | $1,485,109 | +$44,192 | +3.07% | |
| Lpl Financial Llc | 0.00% | 45,144 | $1,383,662 | $1,426,099 | +$42,437 | +3.07% | |
| Brooklyn Investment Group | 0.04% | 44,106 | $1,343,028 | $1,393,309 | +$50,281 | +3.74% | |
| Gamco Investors, Inc. Et Al | 0.01% | 43,500 | $1,333,275 | $1,374,165 | +$40,890 | +3.07% | |
| Prospera Financial Services Inc | 0.02% | 41,575 | $1,274,271 | $1,313,354 | +$39,083 | +3.07% | |
| Y-Intercept (Hong Kong) Ltd | 0.03% | 40,082 | $1,227,311 | $1,266,190 | +$38,879 | +3.17% | |
| Centerbook Partners Lp | 0.06% | 36,989 | $1,133,713 | $1,168,483 | +$34,770 | +3.07% | |
| Ubs Group Ag | 0.00% | 32,116 | $984,356 | $1,014,544 | +$30,188 | +3.07% | |
| Teton Advisors, Llc | 0.57% | 31,910 | $978,042 | $1,008,037 | +$29,995 | +3.07% | |
| North Star Investment Management Corp. | 0.05% | 31,500 | $964,530 | $995,085 | +$30,555 | +3.17% | |
| Odyssean, Llc | 0.16% | 31,156 | $954,931 | $984,218 | +$29,287 | +3.07% | |
| Engineers Gate Manager Lp | 0.01% | 28,479 | $872,881 | $899,652 | +$26,771 | +3.07% | |
| Trexquant Investment Lp | 0.00% | 26,260 | $804,869 | $829,553 | +$24,684 | +3.07% | |
| Citadel Advisors Llc | 0.00% | 25,466 | $780,533 | $804,471 | +$23,938 | +3.07% | |
| Jump Financial, Llc | 0.01% | 25,200 | $772,380 | $796,068 | +$23,688 | +3.07% | |
| Cullen Capital Management, Llc | 0.01% | 22,899 | $701,854 | $723,379 | +$21,525 | +3.07% | |
| Campbell & Co Investment Adviser Llc | 0.04% | 22,030 | $675,220 | $695,928 | +$20,708 | +3.07% | |
| Exoduspoint Capital Management, Lp | 0.01% | 21,880 | $670,622 | $691,189 | +$20,567 | +3.07% |
Frequently asked questions about YORW
Who are the largest institutional holders of YORW?
The largest institutional holders of YORW reported in the latest SEC Form 13F filings include Zimmer Partners, Lp, Blackrock, Inc., Morgan Stanley, Vanguard Capital Management Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported YORW position.
What is YORW institutional ownership?
This page tracks YORW positions reported by institutional investment managers through SEC Form 13F. YORK WATER CO (YORW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own YORW?
InsiderSet currently tracks 167 institutional managers reporting YORW holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of YORW shareholders.
How much YORW stock do institutions own?
Institutional investment managers disclosed approximately $316.45M in YORW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was YORW institutional ownership last updated?
The latest YORW institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional YORW holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its YORW position after the reporting date.
Are institutions buying or selling YORW?
Institutional buying and selling can be analyzed by comparing YORW positions across consecutive 13F reporting periods. InsiderSet's YORW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View YORW ownership changes.
How has YORW institutional ownership changed over time?
InsiderSet tracks YORW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.