The York Water Company (YORW) Ownership

35.08 ↓0.62 (-1.74%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of The York Water Company (YORW), owning a total of 1.6 million shares. Combined, the top 31 institutional holders of YORW own 50.68% of the company with a total of 7.3 million shares.

In the latest ownership report on September 30th 2024, the top 31 institutional holders increased their combined ownership of YORW by 180 thousand shares. 7 institutions bought 267,371 total additional shares and increased their ownership by an average of 4.25%. However 3 institutions sold 87,139 total shares and decreased their ownership by an average of 20.46%.

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 180,232 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	6.047%	5.439%	869,078	44,832	2024-09-30
Zimmer Partners LP	4.939%	1.008%	709,867	7,083	2024-09-30
Dimensional Fund Advisors, Inc.	2.598%	0.192%	373,323	715	2024-09-30
Geode Capital Management, LLC	2.389%	0.906%	343,279	3,082	2024-09-30
ProShare Advisors LLC	1.295%	0.000%	186,140	186,140	2024-09-30
Northern Trust Corp	1.010%	-0.201%	145,141	-292	2024-09-30
Penn Capital Management Company LLC	0.959%	19.713%	137,799	22,691	2024-09-30
Gabelli Funds LLC	0.937%	0.000%	134,643	0	2024-09-30
Renaissance Technologies Corp	0.848%	-9.641%	121,836	-13,000	2024-09-30
Charles Schwab Investment Management Inc	0.812%	2.484%	116,666	2,828	2024-09-30
DePrince Race & Zollo Inc	0.483%	-51.527%	69,471	-73,847	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.032%	2.555%	1,585,442	39,496	2024-06-30
Vanguard Group Inc	6.047%	5.439%	869,078	44,832	2024-09-30
Zimmer Partners LP	4.939%	1.008%	709,867	7,083	2024-09-30
State Street Corp	3.012%	8.055%	432,822	32,263	2024-06-30
State Street Corporation	2.789%	5.627%	400,559	21,340	2024-03-31
Dimensional Fund Advisors, Inc.	2.598%	0.192%	373,323	715	2024-09-30
Morgan Stanley - Brokerage Accounts	2.479%	9.761%	356,228	31,678	2024-06-30
Geode Capital Management, LLC	2.389%	0.906%	343,279	3,082	2024-09-30
ProShare Advisors LLC	1.295%	0.000%	186,140	186,140	2024-09-30
Legal & General Group PLC	1.119%	12.358%	160,875	17,694	2024-06-30
Northern Trust Corp	1.010%	-0.201%	145,141	-292	2024-09-30
Penn Capital Management Company LLC	0.959%	19.713%	137,799	22,691	2024-09-30
Gabelli Funds LLC	0.937%	0.000%	134,643	0	2024-09-30
Renaissance Technologies Corp	0.848%	-9.641%	121,836	-13,000	2024-09-30
Eaton Vance Management	0.842%	-8.235%	120,231	-10,790	2022-09-30
Acadian Asset Management LLC	0.828%	0.000%	118,957	118,957	2024-06-30
Charles Schwab Investment Management Inc	0.812%	2.484%	116,666	2,828	2024-09-30
Kbc Group NV	0.777%	-14.094%	111,661	-18,320	2024-06-30
Bank of New York Mellon Corp	0.761%	-1.761%	109,387	-1,961	2024-06-30
Amvescap Plc.	0.626%	14.349%	89,907	11,282	2024-06-30
DePrince Race & Zollo Inc	0.483%	-51.527%	69,471	-73,847	2024-09-30
Victory Capital Management Inc.	0.470%	-22.393%	67,164	-19,380	2022-12-31
Goldman Sachs Group Inc	0.458%	39.402%	65,771	18,590	2024-06-30
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
ELEQUIN CAPITAL LP	0.438%	0.000%	62,942	62,942	2024-03-31
State of New Jersey Common Pension Fd D	0.430%	-21.180%	61,817	-16,611	2024-06-30
Bank of America Corp	0.371%	-3.701%	53,218	-2,045	2024-03-31
Two Sigma Investments LLC	0.358%	31.548%	51,218	12,283	2023-03-31
Nuveen Asset Management, LLC	0.346%	0.000%	49,599	0	2024-03-31
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 550 thousand shares. Combined, the top 33 mutual fund holders of YORW own 31.31% of the company with a total of 4.5 million shares.

In the latest ownership report on October 31st 2024, the top 33 fund holders increased their combined ownership of YORW by 5 thousand shares. 3 funds bought 3,520 total additional shares and increased their ownership by an average of 0.40%. However 5 funds sold 8,965 total shares and decreased their ownership by an average of 1.12%.

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 -5,445 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares US Infrastructure ETF	3.824%	0.542%	549,559	2,961	2024-10-31
Vanguard Total Stock Mkt Idx Inv	2.467%	-0.997%	354,484	-3,568	2024-10-31
iShares Russell 2000 ETF	2.150%	-0.226%	308,973	-700	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.540%	-0.534%	221,331	-1,189	2024-10-31
ProShares Russell 2000 Dividend Growers	1.288%	0.000%	185,128	0	2024-10-31
L&G Clean Water ETF	0.916%	0.000%	131,569	0	2024-10-31
iShares Russell 2000 Value ETF	0.787%	0.000%	113,104	0	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.647%	-3.227%	92,957	-3,100	2024-10-31
Vanguard Utilities ETF	0.632%	0.415%	90,814	375	2024-10-31
Vanguard Dividend Appreciation ETF	0.541%	0.237%	77,710	184	2024-10-31
Schwab US Small-Cap ETF™	0.480%	0.000%	68,945	0	2024-10-31
Invesco Water Resources ETF	0.466%	0.000%	66,958	0	2024-10-31
Vanguard Russell 2000 ETF	0.452%	-0.624%	64,944	-408	2024-10-31
Penn Capital Micro Cap Equity	0.381%	0.000%	54,690	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares US Infrastructure ETF	3.824%	0.542%	549,559	2,961	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	3.059%	1.178%	438,103	5,099	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.467%	-0.997%	354,484	-3,568	2024-10-31
iShares Russell 2000 ETF	2.150%	-0.226%	308,973	-700	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.540%	-0.534%	221,331	-1,189	2024-10-31
Vanguard Extended Market Index Investor	1.358%	-0.042%	194,290	-81	2023-08-31
ProShares Russell 2000 Dividend Growers	1.288%	0.000%	185,128	0	2024-10-31
Fidelity Small Cap Index	1.021%	-3.459%	146,768	-5,259	2024-08-31
Fidelity® Small Cap Index	0.973%	3.386%	139,370	4,565	2023-10-31
L&G Clean Water ETF	0.916%	0.000%	131,569	0	2024-10-31
DFA US Small Cap I	0.884%	0.000%	127,106	0	2024-09-30
iShares Russell 2000 Growth ETF	0.845%	0.000%	121,263	0	2024-05-30
iShares Russell 2000 Value ETF	0.787%	0.000%	113,104	0	2024-10-31
Calvert Global Water	0.750%	-33.338%	107,608	-53,814	2023-12-31
Calvert Global Water A	0.751%	-32.737%	107,608	-52,372	2023-12-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.647%	-3.227%	92,957	-3,100	2024-10-31
Vanguard Utilities ETF	0.632%	0.415%	90,814	375	2024-10-31
DFA US Micro Cap I	0.612%	0.000%	87,968	0	2024-09-30
Gabelli Utilities AAA	0.604%	-0.287%	86,743	-250	2024-06-30
Fidelity Extended Market Index	0.587%	-0.567%	84,381	-481	2024-09-30
Fidelity® Extended Market Index	0.551%	2.392%	78,861	1,842	2023-11-30
Vanguard Dividend Appreciation ETF	0.541%	0.237%	77,710	184	2024-10-31
DePrince, Race & Zollo, Micro Cap Val	0.510%	0.000%	73,274	0	2024-07-31
Schwab US Small-Cap ETF™	0.480%	0.000%	68,945	0	2024-10-31
Invesco Water Resources ETF	0.466%	0.000%	66,958	0	2024-10-31
Vanguard Russell 2000 ETF	0.452%	-0.624%	64,944	-408	2024-10-31
KBC Eco Fund CSOB Water Resp Inv Cap	0.410%	0.000%	58,656	58,656	2023-02-28
Pleiades Small Cap Equity A	0.381%	3.093%	54,690	1,641	2024-09-30
Penn Capital Micro Cap Equity	0.381%	0.000%	54,690	0	2024-10-31
Russell Inv US Small Cap Equity E	0.372%	-8.840%	53,458	-5,184	2024-08-31
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	0.356%	0.000%	51,022	0	2024-05-31
State St Russell Sm Cap® Indx SL Cl I	0.354%	0.000%	50,773	0	2024-05-31