The York Water Company (YORW) Ownership

35.37 ↑0.00 (0.00%)

As of April 26, 2024, 3:59pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of The York Water Company (YORW), owning a total of 1.5 million shares. Combined, the top 28 institutional holders of YORW own 45.03% of the company with a total of 6.5 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of YORW by 160 thousand shares. 11 institutions bought 272,863 total additional shares and increased their ownership by an average of 20.84%. However 8 institutions sold 113,342 total shares and decreased their ownership by an average of 9.61%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of The York Water Company increased by a net total of 159,521 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	10.433%	5.336%	1,495,530	75,764	2023-12-31
Vanguard Group Inc	5.840%	2.667%	837,153	21,743	2023-12-31
Zimmer Partners LP	5.514%	3.331%	790,435	25,480	2023-12-31
Dimensional Fund Advisors, Inc.	2.744%	-0.137%	393,288	-538	2023-12-31
State Street Corporation	2.646%	3.257%	379,219	11,963	2023-12-31
Geode Capital Management, LLC	2.167%	5.151%	310,682	15,218	2023-12-31
Morgan Stanley - Brokerage Accounts	1.790%	-16.643%	256,586	-51,230	2023-12-31
Northern Trust Corp	1.114%	2.414%	159,659	3,764	2023-12-31
Kbc Group NV	1.081%	-8.064%	155,002	-13,596	2023-12-31
DePrince Race & Zollo Inc	1.076%	5.033%	154,253	7,391	2023-12-31
Gabelli Funds LLC	0.941%	0.000%	134,893	0	2023-12-31
Goldman Sachs Group Inc	0.930%	155.742%	133,262	81,154	2023-12-31
Renaissance Technologies Corp	0.864%	-12.691%	123,836	-18,000	2023-12-31
Legal & General Group PLC	0.813%	-2.223%	116,464	-2,648	2023-12-31
Bank of New York Mellon Corp	0.810%	15.530%	116,029	15,597	2023-12-31
Charles Schwab Investment Management Inc	0.786%	2.878%	112,662	3,152	2023-12-31
State of New Jersey Common Pension Fd D	0.464%	-10.479%	66,432	-7,776	2023-12-31
Bank of America Corp	0.386%	-0.574%	55,263	-319	2023-12-31
Amvescap Plc.	0.381%	-26.060%	54,575	-19,235	2023-12-31
Penn Capital Management Company LLC	0.372%	27.892%	53,359	11,637	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	10.433%	5.336%	1,495,530	75,764	2023-12-31
Vanguard Group Inc	5.840%	2.667%	837,153	21,743	2023-12-31
Zimmer Partners LP	5.514%	3.331%	790,435	25,480	2023-12-31
Dimensional Fund Advisors, Inc.	2.744%	-0.137%	393,288	-538	2023-12-31
State Street Corporation	2.646%	3.257%	379,219	11,963	2023-12-31
Geode Capital Management, LLC	2.167%	5.151%	310,682	15,218	2023-12-31
Morgan Stanley - Brokerage Accounts	1.790%	-16.643%	256,586	-51,230	2023-12-31
Northern Trust Corp	1.114%	2.414%	159,659	3,764	2023-12-31
Kbc Group NV	1.081%	-8.064%	155,002	-13,596	2023-12-31
DePrince Race & Zollo Inc	1.076%	5.033%	154,253	7,391	2023-12-31
Gabelli Funds LLC	0.941%	0.000%	134,893	0	2023-12-31
Goldman Sachs Group Inc	0.930%	155.742%	133,262	81,154	2023-12-31
Renaissance Technologies Corp	0.864%	-12.691%	123,836	-18,000	2023-12-31
Eaton Vance Management	0.842%	-8.235%	120,231	-10,790	2022-09-30
Legal & General Group PLC	0.813%	-2.223%	116,464	-2,648	2023-12-31
Bank of New York Mellon Corp	0.810%	15.530%	116,029	15,597	2023-12-31
Charles Schwab Investment Management Inc	0.786%	2.878%	112,662	3,152	2023-12-31
Acadian Asset Management LLC	0.572%	1,139.980%	81,963	75,353	2023-06-30
Victory Capital Management Inc.	0.470%	-22.393%	67,164	-19,380	2022-12-31
State of New Jersey Common Pension Fd D	0.464%	-10.479%	66,432	-7,776	2023-12-31
Millennium Management LLC	0.449%	89.013%	64,355	30,307	2023-09-30
Citadel Advisors Llc	0.444%	7.356%	63,518	4,352	2023-03-31
Nuveen Asset Management, LLC	0.404%	-0.587%	57,917	-342	2023-09-30
Bank of America Corp	0.386%	-0.574%	55,263	-319	2023-12-31
Amvescap Plc.	0.381%	-26.060%	54,575	-19,235	2023-12-31
Penn Capital Management Company LLC	0.372%	27.892%	53,359	11,637	2023-12-31
Two Sigma Investments LLC	0.358%	31.548%	51,218	12,283	2023-03-31
HARBOR INVESTMENT ADVISORY, LLC	0.340%	0.000%	48,700	0	2023-06-30

Mutual Fund Ownership

iShares US Infrastructure ETF is the biggest individual fund holder of The York Water Company (YORW), owning a total of 446 thousand shares. Combined, the top 29 mutual fund holders of YORW own 27.35% of the company with a total of 3.9 million shares.

In the latest ownership report on March 31st 2024, the top 29 fund holders increased their combined ownership of YORW by 17 thousand shares. 3 funds bought 10,737 total additional shares and increased their ownership by an average of 4.63%. However 2 funds sold 27,968 total shares and decreased their ownership by an average of 6.25%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding The York Water Company decreased by a net total of -17,231 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Institutional Extnd Mkt Idx Tr	1.378%	-12.355%	197,549	-27,848	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.652%	6.861%	93,457	6,000	2024-03-31
Vanguard Utilities ETF	0.604%	-0.138%	86,584	-120	2024-03-31
Vanguard Dividend Appreciation ETF	0.588%	3.790%	84,232	3,076	2024-03-31
DePrince, Race & Zollo, Micro Cap Val	0.511%	0.000%	73,274	0	2024-03-31
Invesco Water Resources ETF	0.422%	0.000%	60,544	0	2024-03-31
Vanguard Russell 2000 ETF	0.370%	3.233%	53,031	1,661	2024-03-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares US Infrastructure ETF	3.115%	0.000%	446,485	0	2024-03-28
Vanguard Instl Ttl Stck Mkt Idx Tr	3.059%	1.178%	438,103	5,099	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.287%	-1.551%	327,792	-5,165	2024-02-29
iShares Russell 2000 ETF	2.137%	0.048%	306,327	147	2024-03-28
Vanguard Institutional Extnd Mkt Idx Tr	1.378%	-12.355%	197,549	-27,848	2024-03-31
Vanguard Extended Market Index Investor	1.358%	-0.042%	194,290	-81	2023-08-31
Fidelity Small Cap Index	1.015%	2.761%	145,504	3,909	2024-01-31
Fidelity® Small Cap Index	0.973%	3.386%	139,370	4,565	2023-10-31
DFA US Small Cap I	0.925%	0.000%	132,561	0	2024-02-29
L&G Clean Water ETF	0.871%	0.000%	124,818	0	2024-03-28
iShares Russell 2000 Growth ETF	0.851%	-0.116%	121,999	-142	2024-03-28
Calvert Global Water A	0.751%	-32.737%	107,608	-52,372	2023-12-31
Calvert Global Water	0.751%	-33.338%	107,608	-53,814	2023-12-31
DFA US Micro Cap I	0.659%	-2.575%	94,501	-2,498	2024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C	0.652%	6.861%	93,457	6,000	2024-03-31
Gabelli Utilities AAA	0.607%	0.000%	86,993	0	2023-12-31
Vanguard Utilities ETF	0.604%	-0.138%	86,584	-120	2024-03-31
Vanguard Dividend Appreciation ETF	0.588%	3.790%	84,232	3,076	2024-03-31
Fidelity Extended Market Index	0.558%	-0.483%	80,013	-388	2024-02-29
Fidelity® Extended Market Index	0.551%	2.392%	78,861	1,842	2023-11-30
DePrince, Race & Zollo, Micro Cap Val	0.511%	0.000%	73,274	0	2024-03-31
Schwab US Small-Cap ETF™	0.463%	0.000%	66,316	0	2024-03-29
Invesco Water Resources ETF	0.422%	0.000%	60,544	0	2024-03-31
KBC Eco Fund CSOB Water Resp Inv Cap	0.410%	0.000%	58,656	58,656	2023-02-28
Russell Inv US Small Cap Equity E	0.402%	0.000%	57,644	0	2024-02-29
Vanguard Russell 2000 ETF	0.370%	3.233%	53,031	1,661	2024-03-31
State St Russell Sm Cap® Indx NL Cl C	0.367%	-3.848%	52,473	-2,100	2023-06-30
WisdomTree US SmallCap Dividend ETF	0.364%	0.000%	52,140	0	2024-03-28
State St Russell Sm Cap® Indx SL Cl I	0.354%	-3.240%	50,773	-1,700	2024-01-31