YORW York Water Company
York Water Company (YORW) Institutional Ownership
What the institutions did with YORW last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| GEODE CAPITAL MANAGEMENT, LLC | 415.3K | 19.4% |
| DIMENSIONAL FUND ADVISORS LP | 312.2K | 14.6% |
| REAVES W H & CO INC | 253.0K | 11.8% |
| Bank of New York Mellon Corp | 151.9K | 7.1% |
| Penn Capital Management Company, LLC | 100.1K | 4.7% |
| JOHN G ULLMAN & ASSOCIATES INC | 89.9K | 4.2% |
| STOREBRAND ASSET MANAGEMENT AS | 64.9K | 3.0% |
| Nuveen, LLC | 55.7K | 2.6% |
| Prospera Financial Services Inc | 50.3K | 2.3% |
| LPL Financial LLC | 50.0K | 2.3% |
| Y-Intercept (Hong Kong) Ltd | 40.1K | 1.9% |
| CenterBook Partners LP | 38.8K | 1.8% |
| PRINCIPAL FINANCIAL GROUP INC | 37.6K | 1.8% |
| State of New Jersey Common Pension Fund D | 34.3K | 1.6% |
| ACADIAN ASSET MANAGEMENT LLC | 32.0K | 1.5% |
| Russell Investments Group, Ltd. | 31.4K | 1.5% |
| Creative Planning | 27.9K | 1.3% |
| FMR LLC | 26.9K | 1.3% |
| Cullen Capital Management, LLC | 25.2K | 1.2% |
| Atria Investments, Inc | 21.5K | 1.0% |
| Johnson & White Wealth Management, LLC | 21.3K | 1.0% |
| Inspire Investing, LLC | 20.8K | 1.0% |
| ELCO Management Co., LLC | 18.4K | 0.9% |
| Merit Financial Group, LLC | 17.5K | 0.8% |
| Perigon Wealth Management, LLC | 16.6K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ProShare Advisors LLC | Sold Out | 226.7K | 0 | -226.7K |
| PRINCIPAL FINANCIAL GROUP INC | New | 0 | 37.6K | +37.6K |
| ACADIAN ASSET MANAGEMENT LLC | New | 0 | 32.0K | +32.0K |
| Y-Intercept (Hong Kong) Ltd | Increased | 9.0K | 40.1K | +31.1K |
| State of New Jersey Common Pension Fund D | Reduced | 62.6K | 34.3K | -28.3K |
| REAVES W H & CO INC | Reduced | 275.0K | 253.0K | -22.0K |
| Cambridge Investment Research Advisors, Inc. | Reduced | 23.2K | 7.4K | -15.8K |
| Creative Planning | Increased | 14.2K | 27.9K | +13.6K |
| Russell Investments Group, Ltd. | Increased | 21.7K | 31.4K | +9.7K |
| Squarepoint Ops LLC | New | 0 | 9.3K | +9.3K |
| Prospera Financial Services Inc | Increased | 41.6K | 50.3K | +8.7K |
| FMR LLC | Increased | 18.3K | 26.9K | +8.7K |
| STOREBRAND ASSET MANAGEMENT AS | Increased | 57.5K | 64.9K | +7.4K |
| Moss Adams Wealth Advisors LLC | New | 0 | 7.2K | +7.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | Sold Out | 7.1K | 0 | -7.1K |
| CITIGROUP INC | Reduced | 9.2K | 2.5K | -6.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 421.7K | 415.3K | -6.3K |
| LPL Financial LLC | Increased | 45.1K | 50.0K | +4.8K |
| Nuveen, LLC | Reduced | 59.5K | 55.7K | -3.8K |
| Atria Investments, Inc | Increased | 18.2K | 21.5K | +3.3K |
| BARCLAYS PLC | Increased | 7.0K | 10.3K | +3.3K |
| JOHN G ULLMAN & ASSOCIATES INC | Reduced | 93.0K | 89.9K | -3.1K |
| Perigon Wealth Management, LLC | Increased | 14.0K | 16.6K | +2.6K |
| Penn Capital Management Company, LLC | Increased | 97.8K | 100.1K | +2.3K |
| Cullen Capital Management, LLC | Increased | 22.9K | 25.2K | +2.3K |
| DEUTSCHE BANK AG\ | Reduced | 16.1K | 14.0K | -2.1K |
| Bank of New York Mellon Corp | Reduced | 153.8K | 151.9K | -2.0K |
| ELCO Management Co., LLC | Increased | 16.4K | 18.4K | +1.9K |
| CenterBook Partners LP | Increased | 37.0K | 38.8K | +1.8K |
| PNC Financial Services Group, Inc. | Reduced | 16.6K | 14.8K | -1.8K |
| Inspire Investing, LLC | Reduced | 22.0K | 20.8K | -1.3K |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 9.2K | 8.3K | -823 |
| AdvisorNet Financial, Inc | Sold Out | 600 | 0 | -600 |
| US BANCORP \DE\ | Increased | 233 | 833 | +600 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 14.1K | 14.7K | +566 |
| DIMENSIONAL FUND ADVISORS LP | Increased | 311.7K | 312.2K | +550 |
| Fulton Bank, N.A. | Increased | 11.7K | 12.2K | +500 |
| EXCHANGE TRADED CONCEPTS, LLC | Reduced | 1.5K | 1.1K | -385 |
| Jacobi Capital Management LLC | New | 0 | 357 | +357 |
| Retirement Planning Co of New England, Inc. | Reduced | 7.4K | 7.1K | -263 |
| HARBOR INVESTMENT ADVISORY, LLC | Increased | 14.5K | 14.8K | +250 |
| Cornerstone Planning Group LLC | Sold Out | 247 | 0 | -247 |
| Merit Financial Group, LLC | Increased | 17.2K | 17.5K | +236 |
| SIGNATUREFD, LLC | Increased | 801 | 1.0K | +208 |
| GAMMA Investing LLC | Increased | 294 | 492 | +198 |
| Allworth Financial LP | Increased | 949 | 1.1K | +175 |
| Versant Capital Management, Inc | Increased | 706 | 877 | +171 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | New | 0 | 136 | +136 |
| Parallel Advisors, LLC | Increased | 143 | 265 | +122 |
| Farther Finance Advisors, LLC | Increased | 466 | 578 | +112 |
| RKL Wealth Management LLC | Increased | 14.1K | 14.2K | +101 |
| Stone House Investment Management, LLC | Sold Out | 100 | 0 | -100 |
| Larson Financial Group LLC | New | 0 | 93 | +93 |
| Midwest Trust Co | Reduced | 7.6K | 7.5K | -92 |
| GK Wealth Management LLC | New | 0 | 87 | +87 |
| Clearstead Advisors, LLC | Increased | 24 | 92 | +68 |
| EverSource Wealth Advisors, LLC | Reduced | 866 | 818 | -48 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 128 | 87 | -41 |
| Parkside Financial Bank & Trust | New | 0 | 34 | +34 |
| SBI Securities Co., Ltd. | Increased | 20 | 54 | +34 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.