Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in YORW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.1M | $32.8M | -42.4% | 7.483% | 0.00% |
| 2 | Zimmer Partners, LP | 733K | $22.3M | -1.2% | 5.084% | 0.54% |
| 3 | MORGAN STANLEY | 662K | $20.2M | +3.0% | 4.593% | 0.00% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 654K | $19.9M | β | 4.538% | 0.00% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 345K | $10.5M | -1.8% | 2.391% | 0.00% |
| 6 | STATE STREET CORP | 325K | $10.0M | -3.0% | 2.255% | 0.00% |
| 7 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 327K | $9.9M | +36.2% | 2.267% | 0.01% |
| 8 | Legal & General Group Plc | 300K | $9.1M | -23.8% | 2.079% | 0.00% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 296K | $9.0M | -1.5% | 2.053% | 0.00% |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 293K | $8.9M | β | 2.033% | 0.00% |
| 11 | RENAISSANCE TECHNOLOGIES LLC | 204K | $6.2M | +80.8% | 1.416% | 0.01% |
| 12 | ProShare Advisors LLC | 192K | $5.8M | +5.7% | 1.330% | 0.01% |
| 13 | GOLDMAN SACHS GROUP INC | 156K | $4.8M | +1.1% | 1.084% | 0.00% |
| 14 | JANE STREET GROUP, LLC | 148K | $4.5M | β | 1.028% | 0.04% |
| 15 | Bank of New York Mellon Corp | 146K | $4.5M | +1.3% | 1.014% | 0.00% |
| 16 | MILLENNIUM MANAGEMENT LLC | 145K | $4.4M | +662.1% | 1.004% | 0.00% |
| 17 | GABELLI FUNDS LLC | 134K | $4.1M | 0.0% | 0.927% | 0.03% |
| 18 | NORTHERN TRUST CORP | 123K | $3.7M | +6.1% | 0.853% | 0.00% |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 118K | $3.6M | -0.3% | 0.820% | 0.00% |
| 20 | AQR CAPITAL MANAGEMENT LLC | 118K | $3.6M | +8.7% | 0.817% | 0.00% |
| 21 | TWO SIGMA INVESTMENTS, LP | 112K | $3.4M | -4.4% | 0.776% | 0.00% |
| 22 | VANGUARD FIDUCIARY TRUST CO | 93K | $2.8M | β | 0.647% | 0.00% |
| 23 | Penn Capital Management Company, LLC | 89K | $2.7M | -0.1% | 0.619% | 0.21% |
| 24 | State of New Jersey Common Pension Fund D | 82K | $2.5M | 0.0% | 0.569% | 0.01% |
| 25 | Invesco Ltd. | 82K | $2.5M | -16.7% | 0.566% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in YORW β a direct measure of their conviction.
Filings activity in YORW during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new YORW position in Q1 2026
Institutions that fully closed their YORW position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 176 | +10% | 59.60% | 4.60 pp | $257M | 7.2% |
| Q4 2025 | 160 | +1.9% | 64.20% | +2.42 pp | $277M | +3.9% |
| Q3 2025 | 157 | +0.6% | 61.78% | +3.81 pp | $267M | +6.6% |
| Q2 2025 | 156 | 3.7% | 57.97% | 1.35 pp | $250M | 2.3% |
| Q1 2025 | 162 | +8.7% | 59.32% | +4.06 pp | $256M | +7.3% |
| Q4 2024 | 149 | +0.7% | 55.26% | 6.65 pp | $239M | 11% |
| Q3 2024 | 148 | +5.0% | 61.91% | +2.18 pp | $267M | +3.6% |
| Q2 2024 | 141 | β | 59.73% | β | $258M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying YORW stock.
Based on Q1 2026 13F filings, institutional ownership of The York Water Company stands at 59.6%, held across 176 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of YORW, with approximately 1,078,412 shares worth $0.03B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of YORW, including RENAISSANCE TECHNOLOGIES LLC, JANE STREET GROUP, LLC, MILLENNIUM MANAGEMENT LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for YORW is 56 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
34 institutions opened new positions in YORW during Q1 2026, while 18 fully exited. 36 added to existing positions and 104 trimmed.
YORW institutional ownership fell by 4.60 percentage points quarter-over-quarter, with a net change of +16 holders.
The top 10 institutions account for 59.3% of all reported 13F value in YORW, and the top 25 account for 82.3%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
The York Water Company (YORW) Institutional Ownership