York Water Co. 13F holders
168 funds reported a position in York Water Co. in their 13F for the quarter ended 30 June 2026, together 10.4 million shares worth $320.3 million. Against the quarter before, 18 opened a position, 81 added, 40 trimmed and 28 sold out; together they bought a net 1.9 million shares. The largest holders: Zimmer Partners, LP, BlackRock, Inc. and Morgan Stanley.
Funds holding168-11 on Q1 2026
Shares they held10.4Mworth $320.3 million
Net bought on the quarter1.9M sharesabout $59.4 million at the funds' values
Funds buying to selling99 to 68opened or added, to cut or sold
Opened 18Added 81Held 27Trimmed 40Sold out 28
What each fund did in YORW against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in YORW in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 41 reported a position in York Water Co.: 2 opened one, 18 added, 10 trimmed and 4 sold out, a net 182,112 shares sold.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in York Water Co. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 421,682 shares worth $12.9 million, 0.0% of its reported book. Sold out: Point72 Asset Management. In the quarter, 2 funds added or opened a position and 5 trimmed or sold out; together they bought a net 18,804 shares, about $576,343 at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 421,682 | $12.9 million | 0.0% | +77,051 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 193,737 | $5.9 million | 0.0% | +81,930 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 168,236 | $5.2 million | 0.0% | -35,800 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 78,850 | $2.4 million | 0.0% | -65,820 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 25,466 | $780,533 | 0.0% | -7,373 | trimmed | 30 June 2026 | 13F |
| FMR LLC | 18,257 | $559,584 | 0.0% | -8,249 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -22,935 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| Zimmer Partners, LP | 1,419,877 | 13.59% | $43.5 million | 1.03% | +687,200 | 13F |
| BlackRock, Inc. | 1,281,673 | 12.27% | $39.3 million | 0.00% | +203,261 | 13F |
| Morgan Stanley | 713,351 | 6.83% | $21.9 million | 0.00% | +51,403 | 13F |
| Vanguard Capital Management LLC | 712,799 | 6.82% | $21.8 million | 0.00% | +58,806 | 13F |
| Geode Capital Management, LLC | 421,682 | 4.04% | $12.9 million | 0.00% | +77,051 | 13F |
| Arrowstreet Capital, Limited Partnership | 362,561 | 3.47% | $11.1 million | 0.01% | +35,831 | 13F |
| State Street Corp. | 346,037 | 3.31% | $10.7 million | 0.00% | +21,095 | 13F |
| Vanguard Portfolio Management LLC | 323,129 | 3.09% | $9.9 million | 0.00% | +30,123 | 13F |
| Legal & General Group Plc | 321,660 | 3.08% | $9.9 million | 0.00% | +21,960 | 13F |
| Dimensional Fund Advisors LP | 311,672 | 2.98% | $9.6 million | 0.00% | +15,793 | 13F |
| AQR Capital Management LLC | 277,196 | 2.65% | $8.5 million | 0.00% | +159,506 | 13F |
| Reaves W H & Co. Inc. | 275,000 | 2.63% | $8.4 million | 0.13% | new | 13F |
| ProShare Advisors LLC | 226,682 | 2.17% | $6.9 million | 0.01% | +34,998 | 13F |
| Qube Research & Technologies Ltd | 212,450 | 2.03% | $6.5 million | 0.01% | +154,862 | 13F |
| Two Sigma Investments, LP | 193,737 | 1.85% | $5.9 million | 0.01% | +81,930 | 13F |
| Renaissance Technologies LLC | 168,236 | 1.61% | $5.2 million | 0.01% | -35,800 | 13F |
| Bank of New York Mellon Corp | 153,816 | 1.47% | $4.7 million | 0.00% | +7,607 | 13F |
| Gabelli Funds LLC | 151,793 | 1.45% | $4.7 million | 0.03% | +18,150 | 13F |
| Northern Trust Corp. | 144,906 | 1.39% | $4.4 million | 0.00% | +21,997 | 13F |
| Charles Schwab Investment Management Inc. | 135,135 | 1.29% | $4.1 million | 0.00% | +17,019 | 13F |
| Vanguard Fiduciary Trust Co. | 106,828 | 1.02% | $3.3 million | 0.00% | +13,515 | 13F |
| Penn Capital Management Company, LLC | 97,796 | 0.94% | $3.0 million | 0.19% | +8,525 | 13F |
| Invesco Ltd. | 96,967 | 0.93% | $3.0 million | 0.00% | +15,345 | 13F |
| John G Ullman & Associates Inc. | 92,975 | 0.89% | $2.8 million | 0.35% | +55,925 | 13F |
| Goldman Sachs Group Inc. | 91,883 | 0.88% | $2.8 million | 0.00% | -64,383 | 13F |
| Wells Fargo & Company | 89,264 | 0.85% | $2.7 million | 0.00% | +67,294 | 13F |
| Millennium Management LLC | 78,850 | 0.75% | $2.4 million | 0.00% | -65,820 | 13F |
| Empire Financial Management Company, LLC | 72,366 | 0.69% | $2.2 million | 0.88% | new | 13F |
| Quantinno Capital Management LP | 68,237 | 0.65% | $2.1 million | 0.00% | +10,312 | 13F |
| Bank of America Corp. | 65,139 | 0.62% | $2.0 million | 0.00% | +960 | 13F |
| State of New Jersey Common Pension Fund D | 62,619 | 0.60% | $1.9 million | 0.01% | -19,410 | 13F |
| Nuveen, LLC | 59,485 | 0.57% | $1.8 million | 0.00% | +14,549 | 13F |
| Storebrand Asset Management As | 57,500 | 0.55% | $1.8 million | 0.00% | +30,394 | 13F |
| Marshall Wace, LLP | 47,012 | 0.45% | $1.4 million | 0.00% | +5,526 | 13F |
| LPL Financial LLC | 45,144 | 0.43% | $1.4 million | 0.00% | -409 | 13F |
| Gamco Investors, Inc. Et Al | 43,500 | 0.42% | $1.3 million | 0.01% | no change | 13F |
| Prospera Financial Services Inc | 41,575 | 0.40% | $1.3 million | 0.02% | new | 13F |
| CenterBook Partners LP | 36,989 | 0.35% | $1.1 million | 0.06% | -20,493 | 13F |
| UBS Group AG | 32,116 | 0.31% | $984,356 | 0.00% | -10,868 | 13F |
| Teton Advisors, LLC | 31,910 | 0.31% | $978,042 | 0.56% | +340 | 13F |
| North Star Investment Management Corp. | 31,500 | 0.30% | $965,475 | 0.05% | +3,500 | 13F |
| Odyssean, LLC | 31,156 | 0.30% | $954,931 | 0.15% | +18,145 | 13F |
| Engineers Gate Manager LP | 28,479 | 0.27% | $872,881 | 0.01% | +14,983 | 13F |
| Trexquant Investment LP | 26,260 | 0.25% | $804,869 | 0.01% | +11,704 | 13F |
| Citadel Advisors LLC | 25,466 | 0.24% | $780,533 | 0.00% | -7,373 | 13F |
| Jump Financial, LLC | 25,200 | 0.24% | $772,380 | 0.01% | new | 13F |
| Cambridge Investment Research Advisors, Inc. | 23,184 | 0.22% | $710,000 | 0.00% | +12,832 | 13F |
| Cullen Capital Management, LLC | 22,899 | 0.22% | $701,854 | 0.01% | +11,092 | 13F |
| Inspire Investing, LLC | 22,034 | 0.21% | $675,342 | 0.03% | +5,181 | 13F |
| Campbell & CO Investment Adviser LLC | 22,030 | 0.21% | $675,220 | 0.04% | -3,266 | 13F |
The 50 largest of the 168 funds that reported a position in YORW in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on YORW
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 17,300 | $530,245 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 14 August 2026 | 13G/A | Zimmer Partners, LP and 7 others | 1.4 million | 8.8% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 April 2026 | 13G | Vanguard Capital Management and 1 other | 748,650 | 5.2% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 24 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 1.0 million | 7.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 24 September 2026 | 764 | $30.93 | SEC |
| 21 September 2026 | 65 | $32.69 | SEC |
| 18 September 2026 | 152 | $33.04 | SEC |
| 17 August 2026 | 437 | $33.31 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.