York Water Ownership | Who Owns York Water?
York Water Ownership Summary
York Water is owned by 55.90% institutional investors, 1.13% insiders, and 42.97% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.41% of YORW shares. iShares US Infrastructure ETF is the top mutual fund, with 4.69% of its assets in York Water shares.
YORW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | York Water | 55.90% | 1.13% | 42.97% |
| Sector | Utilities Stocks | 61.50% | 8.03% | 30.47% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.79M | 12.41% | $56.44M |
| Blackrock | 1.59M | 11.07% | $58.80M |
| Vanguard group | 850.07K | 5.92% | $27.81M |
| Zimmer partners, lp | 757.62K | 5.26% | $23.94M |
| State street | 432.82K | 3.02% | $16.14M |
| Dimensional fund advisors lp | 364.57K | 2.54% | $11.93M |
| Geode capital management | 338.00K | 2.35% | $11.06M |
| Proshare advisors | 202.96K | 1.41% | $6.17M |
| Morgan stanley | 178.11K | 1.24% | $6.61M |
| Legal & general group | 151.66K | 1.06% | $4.96M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Penn mutual asset management | 21.00K | 1.17% | $663.60K |
| Teton advisors | 36.16K | 0.70% | $1.14M |
| Zimmer partners, lp | 757.62K | 0.52% | $23.94M |
| Johnson & white wealth management | 22.49K | 0.31% | $684.25K |
| Penn capital management company | 59.16K | 0.16% | $1.87M |
| Elco management | 8.87K | 0.14% | $269.67K |
| Retirement planning co of new england | 8.24K | 0.10% | $250.74K |
| Collective family office | 9.47K | 0.07% | $288.07K |
| Gitterman wealth management | 8.44K | 0.06% | $256.63K |
| North star investment management | 28.00K | 0.05% | $851.76K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.79M | 0.00% | 158.74K |
| Millennium management | 88.77K | 0.00% | 81.14K |
| Principal financial group | 43.98K | 0.00% | 43.98K |
| Blackrock | 1.59M | 0.00% | 39.50K |
| State street | 432.82K | 0.00% | 32.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kbc group nv | - | - | -111.66K |
| Elequin securities | - | - | -62.94K |
| Assenagon asset management | - | - | -47.42K |
| Deprince race & zollo | - | - | -43.74K |
| Russell investments group | 51.41K | 0.00% | -37.45K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Principal financial group | 43.98K | 0.00% | 43.98K | $1.34M |
| North star investment management | 28.00K | 0.05% | 28.00K | $851.76K |
| Squarepoint ops | 15.55K | 0.00% | 15.55K | $508.73K |
| Gratus capital | 14.92K | 0.02% | 14.92K | $553.46K |
| Sg americas securities | 12.86K | 0.00% | 12.86K | $391.00K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Innealta capital | -10.00 |
| Stephens consulting | -10.00 |
| State of wyoming | -14.00 |
| Parkside financial bank & trust | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 153 | -7.27% | 8,048,353 | 6.26% | 55 | 2.02% | 77 | -1.28% | 37 | -15.91% |
| Mar 31, 2025 | 4 | -97.33% | 120,487 | -98.39% | - | 0.03% | 3 | -95.89% | 1 | -97.83% |
| Dec 31, 2024 | 143 | -4.67% | 6,912,331 | -6.04% | 48 | 1.83% | 70 | 12.90% | 44 | - |
| Sep 30, 2024 | 149 | 4.93% | 7,356,145 | 2.87% | 51 | 2.06% | 61 | -14.08% | 44 | 10.00% |
| Jun 30, 2024 | 140 | 1.45% | 7,149,052 | -0.72% | 49 | 1.97% | 69 | 2.99% | 40 | -2.44% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares US Infrastructure ETF | 676.32K | 4.69% | - |
| Vanguard Total Stock Mkt Idx Inv | 522.73K | 3.62% | -11.57K |
| Vanguard US Total Market Shares ETF | 358.05K | 2.49% | -4.20K |
| iShares Russell 2000 ETF | 318.77K | 2.21% | - |
| ProShares Russell 2000 Dividend Growers | 182.31K | 1.26% | -96.00 |
| L&G Clean Water ETF | 160.06K | 1.11% | -190.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 158.64K | 1.10% | -67.97K |
| Fidelity Small Cap Index | 145.43K | 1.01% | -510.00 |
| iShares Russell 2000 Value ETF | 106.84K | 0.74% | - |
| DFA US Small Cap I | 105.40K | 0.73% | -7.02K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Oct 16, 2025 | Snyder Mark S | VP- Engineering | Buy | $325.00 |
| Oct 16, 2025 | Scarpato Matthew J | Chief Operating Officer | Buy | $975.02 |
| Oct 16, 2025 | Poff Matthew E | Chief Financial Officer | Buy | $129.99 |
| Oct 16, 2025 | Hand Joseph Thomas | President & CEO | Buy | $9.75K |
| Oct 16, 2025 | Grimm Ashley M | VP- Human Resources | Buy | $390.02 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | 7 | - |
| 2025 Q2 | 7 | - |
| 2025 Q1 | 8 | - |
| 2024 Q4 | 9 | - |
| 2024 Q3 | 10 | - |
YORW Ownership FAQ
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