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York Water Co (YORW)

CUSIP: 987184108 | NYSE | Utilities · Utilities - Regulated Water | Small Cap | 488 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AZimmer Financial Services Group LLC1,419,8778.8%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/AZimmer Financial Services Group LLC1,419,877
8.8% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP312,222
0.0% of portfolio›$9.6M
Bank of New York Mellon Corp151,866
0.0% of portfolio›$4.7M
Penn Capital Management Company, LLC100,101
0.2% of portfolio›$3.1M
John G Ullman & Associates Inc89,875
0.4% of portfolio›$2.8M
Prospera Financial Services Inc50,273
0.0% of portfolio›$1.6M
Y-Intercept (Hong Kong) Ltd40,082
0.0% of portfolio›$1.2M
CenterBook Partners LP38,833
0.1% of portfolio›$1.2M
Principal Financial Group Inc37,590
0.0% of portfolio›$1.2M
State of New Jersey Common Pension Fund D34,295
0.0% of portfolio›$1.1M
North Star Investment Management Corp.31,500
0.1% of portfolio›$964.5K
Creative Planning27,892
0.0% of portfolio›$854.1K
Atria Investments, Inc21,471
0.0% of portfolio›$657.4K
Johnson & White Wealth Management, LLC21,275
0.2% of portfolio›$651.5K
Inspire Investing, LLC20,775
0.0% of portfolio›$636.1K
Elco Management Co., LLC18,360
0.3% of portfolio›$562.2K
Perigon Wealth Management, LLC16,606
0.0% of portfolio›$508.5K
Harbor Investment Advisory, LLC14,787
0.0% of portfolio›$452.8K
Wealth Enhancement Advisory Services, LLC14,683
0.0% of portfolio›$454.7K
RKL Wealth Management LLC14,186
0.0% of portfolio›$434.4K
Clear Harbor Asset Management, LLC13,125
0.0% of portfolio›$401.9K
Fulton Bank, N.A.12,192
0.0% of portfolio›$373.3K
Collective Family Office LLC8,349
0.1% of portfolio›$255.6K
Midwest Trust Co7,459
0.0% of portfolio›$228.4K
Cambridge Investment Research Advisors, Inc.7,380
0.0% of portfolio›$226
Moss Adams Wealth Advisors LLC7,243
0.0% of portfolio›$223.4K
Retirement Planning Co of New England, Inc.7,100
0.1% of portfolio›$217.4K
Tompkins Financial Corp3,600
0.0% of portfolio›$110.2K
Citigroup Inc2,514
0.0% of portfolio›$77.0K
State of Alaska, Department of Revenue2,252
0.0% of portfolio›$68
Nisa Investment Advisors, LLC2,103
0.0% of portfolio›$64.9K
Costello Asset Management, Inc1,927
0.0% of portfolio›$59.0K
Exchange Traded Concepts, LLC1,129
0.0% of portfolio›$34.6K
Signaturefd, LLC1,009
0.0% of portfolio›$30.9K
Versant Capital Management, Inc877
0.0% of portfolio›$26.9K
US Bancorp \de\833
0.0% of portfolio›$25.5K
EverSource Wealth Advisors, LLC818
0.0% of portfolio›$25.0K
Farther Finance Advisors, LLC578
0.0% of portfolio›$17.7K
Horizon Financial Services, LLC500
0.0% of portfolio›$15.3K
Gamma Investing LLC492
0.0% of portfolio›$15.1K
Planning Strategies Inc.401
0.0% of portfolio›$12.3K
Wilmington Savings Fund Society, FSB375
0.0% of portfolio›$11.5K
IFP Advisors, Inc370
0.0% of portfolio›$11.3K
Sterling Capital Management LLC319
0.0% of portfolio›$9.8K
Westside Investment Management, Inc.288
0.0% of portfolio›$8.9K
Parallel Advisors, LLC265
0.0% of portfolio›$8.1K
Essential Partners LLC240
0.0% of portfolio›$7.3K
Harbor Capital Advisors, Inc.198
0.0% of portfolio›$6
City State Bank190
0.0% of portfolio›$5.8K
Eukles Asset Management150
0.0% of portfolio›$4.6K
Pension & Wealth Management Advisors, Inc.136
0.0% of portfolio›$4.2K
True Wealth Design, LLC113
0.0% of portfolio›$3.5K
Physician Wealth Advisors, Inc.107
0.0% of portfolio›$3.3K
Larson Financial Group LLC93
0.0% of portfolio›$2.8K
MassMutual Private Wealth & Trust, FSB87
0.0% of portfolio›$2.7K
GK Wealth Management LLC87
0.0% of portfolio›$2.7K
SBI Securities Co., Ltd.54
0.0% of portfolio›$1.7K
West Paces Advisors Inc.48
0.0% of portfolio›$1.5K
SJS Investment Consulting Inc.34
0.0% of portfolio›$1.0K
Parkside Financial Bank & Trust34
0.0% of portfolio›$1.0K
TD Private Client Wealth LLC28
0.0% of portfolio›$857
Provenance Wealth Advisors, LLC28
0.0% of portfolio›$857
Bare Financial Services, Inc17
0.0% of portfolio›$521
Ascentis Wealth Management, LLC14
0.0% of portfolio›$428
Silver Grove Financial Group, Inc.8
0.0% of portfolio›$245
JFS Wealth Advisors, LLC6
0.0% of portfolio›$186
Caitong International Asset Management Co., Ltd4
0.0% of portfolio›$122
Hughes Financial Services, LLC3
0.0% of portfolio›$93
Covestor Ltd2
0.0% of portfolio›$0
DiNuzzo Private Wealth, Inc.2
0.0% of portfolio›$62
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
312,222$9.6M0.0%IndexLowAustin, TX2026-11-04
Bank of New York Mellon Corp
151,866$4.7M0.0%CoreLowNew York, NY2026-11-05
Penn Capital Management Company, LLC
100,101$3.1M0.2%ValueHighPhiladelphia, PA2026-11-04
John G Ullman & Associates Inc
89,875$2.8M0.4%CoreLowCorning, NY2026-11-04
Prospera Financial Services Inc
50,273$1.6M0.0%CoreMediumDallas, TX2026-11-04
Y-Intercept (Hong Kong) Ltd
40,082$1.2M0.0%ValueVery HighHong Kong, South Korea2026-10-16
CenterBook Partners LP
38,833$1.2M0.1%ValueVery HighGreenwich, CT2026-11-02
Principal Financial Group Inc
37,590$1.2M0.0%CoreLowDes Moines, IA2026-11-02
State of New Jersey Common Pension Fund D
34,295$1.1M0.0%CoreLowTrenton, NJ2026-11-05
North Star Investment Management Corp.
31,500$964.5K0.1%CoreLowChicago, IL2026-10-27
Creative Planning
27,892$854.1K0.0%IndexVery LowOverland Park, KS2026-11-02
Atria Investments, Inc
21,471$657.4K0.0%CoreMediumCharlotte, NC2026-10-15
Johnson & White Wealth Management, LLC
21,275$651.5K0.2%ETFVery LowYork, PA2026-11-03
Inspire Investing, LLC
20,775$636.1K0.0%GARPHighMeridian, ID2026-10-22
Elco Management Co., LLC
18,360$562.2K0.3%CoreLowNew York, NY2026-10-14
Perigon Wealth Management, LLC
16,606$508.5K0.0%GrowthLowSan Francisco, CA2026-10-22
Harbor Investment Advisory, LLC
14,787$452.8K0.0%GrowthLowLutherville, MD2026-10-13
Wealth Enhancement Advisory Services, LLC
14,683$454.7K0.0%CoreLowPlymouth, MN2026-10-13
RKL Wealth Management LLC
14,186$434.4K0.0%ETFVery LowLancaster, PA2026-10-16
Clear Harbor Asset Management, LLC
13,125$401.9K0.0%CoreLowStamford, CT2026-11-05
Fulton Bank, N.A.
12,192$373.3K0.0%CoreLowLancaster, PA2026-10-14
Collective Family Office LLC
8,349$255.6K0.1%ETFLowYork, PA2026-10-05
Midwest Trust Co
7,459$228.4K0.0%CoreLowOverland Park, KS2026-10-22
Cambridge Investment Research Advisors, Inc.
7,380$2260.0%ETFLowFairfield, IA2026-11-02
Moss Adams Wealth Advisors LLC
7,243$223.4K0.0%ETFLowSeattle, WA2026-10-28
Retirement Planning Co of New England, Inc.
7,100$217.4K0.1%CoreLowWarwick, RI2026-10-15
Tompkins Financial Corp
3,600$110.2K0.0%CoreLowIthaca, NY2026-10-05
Citigroup Inc
2,514$77.0K0.0%CoreMediumNew York, NY2026-11-04
State of Alaska, Department of Revenue
2,252$680.0%CoreVery LowJuneau, AK2026-10-15
Nisa Investment Advisors, LLC
2,103$64.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
Costello Asset Management, Inc
1,927$59.0K0.0%CoreLowFeasterville, PA2026-10-30
Exchange Traded Concepts, LLC
1,129$34.6K0.0%GrowthMediumOklahoma City, OK2026-10-28
Signaturefd, LLC
1,009$30.9K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
877$26.9K0.0%GARPLowPhoenix, AZ2026-10-02
US Bancorp \de\
833$25.5K0.0%IndexLowMinneapolis, MN2026-11-05
EverSource Wealth Advisors, LLC
818$25.0K0.0%CoreMediumBirmingham, AL2026-11-04
Farther Finance Advisors, LLC
578$17.7K0.0%IndexLowSan Francisco, CA2026-10-08
Horizon Financial Services, LLC
500$15.3K0.0%ETFLowWinston Salem, NC2026-11-04
Gamma Investing LLC
492$15.1K0.0%IndexVery LowFoster City, CA2026-10-08
Planning Strategies Inc.
401$12.3K0.0%ETFN/ALancaster, PA2026-10-02
Wilmington Savings Fund Society, FSB
375$11.5K0.0%CoreLowWilmington, DE2026-10-23
IFP Advisors, Inc
370$11.3K0.0%GrowthLowTampa, FL2026-10-16
Sterling Capital Management LLC
319$9.8K0.0%GARPMediumCharlotte, NC2026-10-22
Westside Investment Management, Inc.
288$8.9K0.0%GrowthLowSanta Monica, CA2026-11-02
Parallel Advisors, LLC
265$8.1K0.0%IndexLowSan Francisco, CA2026-11-03
Essential Partners LLC
240$7.3K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Harbor Capital Advisors, Inc.
198$60.0%ValueHighChicago, IL2026-10-22
City State Bank
190$5.8K0.0%GrowthVery LowNorwalk, IA2026-10-20
Eukles Asset Management
150$4.6K0.0%CoreLowCincinnati, OH2026-11-04
Pension & Wealth Management Advisors, Inc.
136$4.2K0.0%ETFLowWaltham, MA2026-10-16
True Wealth Design, LLC
113$3.5K0.0%ETFMediumAkron, OH2026-10-13
Physician Wealth Advisors, Inc.
107$3.3K0.0%ETFMediumMidvale, UT2026-10-20
Larson Financial Group LLC
93$2.8K0.0%GrowthLowSt Louis, MO2026-11-05
MassMutual Private Wealth & Trust, FSB
87$2.7K0.0%CoreLowSpringfield, MA2026-10-05
GK Wealth Management LLC
87$2.7K0.0%GARPVery HighReno, NV2026-10-09
SBI Securities Co., Ltd.
54$1.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
West Paces Advisors Inc.
48$1.5K0.0%ETFLowAtlanta, GA2026-10-13
SJS Investment Consulting Inc.
34$1.0K0.0%ETFVery LowSylvania, OH2026-10-26
Parkside Financial Bank & Trust
34$1.0K0.0%CoreVery LowSaint Louis, MO2026-10-27
TD Private Client Wealth LLC
28$8570.0%ETFLowNew York, NY2026-10-28
Provenance Wealth Advisors, LLC
28$8570.0%ETFLowFort Lauderdale, FL2026-10-30
Bare Financial Services, Inc
17$5210.0%ETFVery LowGap, PA2026-11-04
Ascentis Wealth Management, LLC
14$4280.0%Agg GrowthLowDallas, TX2026-11-03
Silver Grove Financial Group, Inc.
8$2450.0%CoreMediumOrchard Park, NY2026-11-05
JFS Wealth Advisors, LLC
6$1860.0%ETFVery LowHermitage, PA2026-11-03
Caitong International Asset Management Co., Ltd
4$1220.0%GrowthVery HighHong Kong, South Korea2026-10-29
Hughes Financial Services, LLC
3$930.0%ETFLowHerndon, VA2026-10-30
Covestor Ltd
2$00.0%ValueHighLondon, United Kingdom2026-10-30
DiNuzzo Private Wealth, Inc.
2$620.0%ETFLowBeaver, PA2026-10-16