Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

YORK WATER CO

CIK 0000108985YORW· quarter ending 2026-06-30

Shares outstanding

16,228,581

as of 2026-08-06 · 10-Q cover page, filed 2026-08-06

Held by 13F filers

10,446,568

64.4% of shares outstanding

Holders

168

-10 vs 2026-03-31 · 21 new, 31 exited

Value

$320.3M

shares +22.2% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-06, as of 2026-08-06)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	YORW · NASDAQ	16,228,581	10,446,568	64.4%	168	987184108

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	987184108	Stock	168	10,446,568	16,228,581	64.4%	$320.3M	0 call / 1 put	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (168 of 168 · 987184108)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	Zimmer Partners, LP	1,419,877	8.75%	$43.5M	+687,200 (+93.8%)
2	BlackRock, Inc.	1,281,673	7.90%	$39.3M	+203,261 (+18.8%)
3	MORGAN STANLEY	713,351	4.40%	$21.9M	+51,403 (+7.8%)
4	VANGUARD CAPITAL MANAGEMENT LLC	712,799	4.39%	$21.8M	+58,806 (+9.0%)
5	GEODE CAPITAL MANAGEMENT, LLC	421,682	2.60%	$12.9M	+77,051 (+22.4%)
6	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	362,561	2.23%	$11.1M	+35,831 (+11.0%)
7	STATE STREET CORP	346,037	2.13%	$10.7M	+21,095 (+6.5%)
8	VANGUARD PORTFOLIO MANAGEMENT LLC	323,129	1.99%	$9.9M	+30,123 (+10.3%)
9	Legal & General Group Plc	321,660	1.98%	$9.9M	+21,960 (+7.3%)
10	DIMENSIONAL FUND ADVISORS LP	311,672	1.92%	$9.6M	+15,793 (+5.3%)
11	AQR CAPITAL MANAGEMENT LLC	277,196	1.71%	$8.5M	+159,506 (+135.5%)
12	REAVES W H & CO INC	275,000	1.69%	$8.4M	NEW
13	ProShare Advisors LLC	226,682	1.40%	$6.9M	+34,998 (+18.3%)
14	Qube Research & Technologies Ltd	212,450	1.31%	$6.5M	+154,862 (+268.9%)
15	TWO SIGMA INVESTMENTS, LP	193,737	1.19%	$5.9M	+81,930 (+73.3%)
16	RENAISSANCE TECHNOLOGIES LLC	168,236	1.04%	$5.2M	-35,800 (-17.5%)
17	Bank of New York Mellon Corp	153,816	0.95%	$4.7M	+7,607 (+5.2%)
18	GABELLI FUNDS LLC	151,793	0.94%	$4.7M	+18,150 (+13.6%)
19	NORTHERN TRUST CORP	144,906	0.89%	$4.4M	+21,997 (+17.9%)
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	135,135	0.83%	$4.1M	+17,019 (+14.4%)
21	VANGUARD FIDUCIARY TRUST CO	106,828	0.66%	$3.3M	+13,515 (+14.5%)
22	Penn Capital Management Company, LLC	97,796	0.60%	$3.0M	+8,525 (+9.5%)
23	Invesco Ltd.	96,967	0.60%	$3.0M	+15,345 (+18.8%)
24	JOHN G ULLMAN & ASSOCIATES INC	92,975	0.57%	$2.8M	+55,925 (+150.9%)
25	GOLDMAN SACHS GROUP INC	91,883	0.57%	$2.8M	-64,383 (-41.2%)
26	WELLS FARGO & COMPANY/MN	89,264	0.55%	$2.7M	+67,294 (+306.3%)
27	MILLENNIUM MANAGEMENT LLC	78,850	0.49%	$2.4M	-65,820 (-45.5%)
28	Empire Financial Management Company, LLC	72,366	0.45%	$2.2M	NEW
29	Quantinno Capital Management LP	68,237	0.42%	$2.1M	+10,312 (+17.8%)
30	BANK OF AMERICA CORP /DE/	65,139	0.40%	$2.0M	+960 (+1.5%)
31	State of New Jersey Common Pension Fund D	62,619	0.39%	$1.9M	-19,410 (-23.7%)
32	Nuveen, LLC	59,485	0.37%	$1.8M	+14,549 (+32.4%)
33	STOREBRAND ASSET MANAGEMENT AS	57,500	0.35%	$1.8M	+30,394 (+112.1%)
34	MARSHALL WACE, LLP	47,012	0.29%	$1.4M	+5,526 (+13.3%)
35	LPL Financial LLC	45,144	0.28%	$1.4M	-409 (-0.9%)
36	GAMCO INVESTORS, INC. ET AL	43,500	0.27%	$1.3M	—
37	Prospera Financial Services Inc	41,575	0.26%	$1.3M	NEW
38	CenterBook Partners LP	36,989	0.23%	$1.1M	-20,493 (-35.7%)
39	UBS Group AG	32,116	0.20%	$984K	-10,868 (-25.3%)
40	Teton Advisors, LLC	31,910	0.20%	$978K	+340 (+1.1%)
41	North Star Investment Management Corp.	31,500	0.19%	$965K	+3,500 (+12.5%)
42	Odyssean, LLC	31,156	0.19%	$955K	+18,145 (+139.5%)
43	Engineers Gate Manager LP	28,479	0.18%	$873K	+14,983 (+111.0%)
44	Trexquant Investment LP	26,260	0.16%	$805K	+11,704 (+80.4%)
45	CITADEL ADVISORS LLC	25,466	0.16%	$781K	-7,373 (-22.5%)
46	Jump Financial, LLC	25,200	0.16%	$772K	NEW
47	Cambridge Investment Research Advisors, Inc.	23,184	0.14%	$710K	+12,832 (+124.0%)
48	Cullen Capital Management, LLC	22,899	0.14%	$702K	+11,092 (+93.9%)
49	Inspire Investing, LLC	22,034	0.14%	$675K	+5,181 (+30.7%)
50	Campbell & CO Investment Adviser LLC	22,030	0.14%	$675K	-3,266 (-12.9%)
51	ExodusPoint Capital Management, LP	21,880	0.13%	$671K	NEW
52	Russell Investments Group, Ltd.	21,730	0.13%	$666K	+180 (+0.8%)
53	Johnson & White Wealth Management, LLC	21,268	0.13%	$652K	+264 (+1.3%)
54	RHUMBLINE ADVISERS	20,645	0.13%	$633K	+1,722 (+9.1%)
55	MARTINGALE ASSET MANAGEMENT L P	19,526	0.12%	$598K	NEW
56	Baird Financial Group, Inc.	18,312	0.11%	$561K	+9,100 (+98.8%)
57	FMR LLC	18,257	0.11%	$560K	-8,249 (-31.1%)
58	Atria Investments, Inc	18,160	0.11%	$557K	+7,566 (+71.4%)
59	RAYMOND JAMES FINANCIAL INC	18,064	0.11%	$554K	+10,908 (+152.4%)
60	Merit Financial Group, LLC	17,221	0.11%	$528K	+1,517 (+9.7%)
61	ALLIANCEBERNSTEIN L.P.	17,150	0.11%	$522K	+4,859 (+39.5%)
62	PNC Financial Services Group, Inc.	16,562	0.10%	$508K	-2,797 (-14.4%)
63	ELCO Management Co., LLC	16,422	0.10%	$503K	+3,246 (+24.6%)
64	Mariner, LLC	16,318	0.10%	$500K	+5,719 (+54.0%)
65	DEUTSCHE BANK AG\	16,083	0.10%	$493K	+6,295 (+64.3%)
66	MERCER GLOBAL ADVISORS INC /ADV	15,791	0.10%	$484K	+3,439 (+27.8%)
67	HARBOR INVESTMENT ADVISORY, LLC	14,537	0.09%	$446K	—
68	Creative Planning	14,247	0.09%	$437K	-5,010 (-26.0%)
69	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	14,117	0.09%	$432K	+5,270 (+59.6%)
70	RKL Wealth Management LLC	14,085	0.09%	$432K	+226 (+1.6%)
71	Perigon Wealth Management, LLC	13,966	0.09%	$428K	+5,519 (+65.3%)
72	JANE STREET GROUP, LLC	13,921	0.09%	$427K	-134,251 (-90.6%)
73	PRICE T ROWE ASSOCIATES INC /MD/	13,530	0.08%	$415K	+3,620 (+36.5%)
74	Clear Harbor Asset Management, LLC	13,125	0.08%	$402K	-200 (-1.5%)
75	Global Retirement Partners, LLC	12,897	0.08%	$395K	NEW
76	IEQ CAPITAL, LLC	12,495	0.08%	$383K	NEW
77	Schonfeld Strategic Advisors LLC	12,299	0.08%	$377K	NEW
78	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	12,268	0.08%	$376K	+329 (+2.8%)
79	Fulton Bank, N.A.	11,692	0.07%	$358K	-4,400 (-27.3%)
80	OCCUDO QUANTITATIVE STRATEGIES LP	11,238	0.07%	$344K	-4,777 (-29.8%)
81	AMERIPRISE FINANCIAL INC	11,134	0.07%	$341K	+2,007 (+22.0%)
82	Cerity Partners LLC	10,469	0.06%	$321K	+3,319 (+46.4%)
83	Quadrature Capital Ltd	10,423	0.06%	$319K	+812 (+8.4%)
84	Janney Montgomery Scott LLC	10,389	0.06%	$318K	+622 (+6.4%)
85	Arax Advisory Partners	9,823	0.06%	$301K	+5,928 (+152.2%)
86	Ballentine Partners, LLC	9,639	0.06%	$295K	-1,812 (-15.8%)
87	MetLife Investment Management, LLC	9,278	0.06%	$284K	+969 (+11.7%)
88	CITIGROUP INC	9,181	0.06%	$281K	+6,593 (+254.8%)
89	COLLECTIVE FAMILY OFFICE LLC	9,172	0.06%	$281K	+1 (+0.0%)
90	Y-Intercept (Hong Kong) Ltd	8,990	0.06%	$276K	NEW
91	Atom Investors LP	8,607	0.05%	$264K	NEW
92	Cetera Investment Advisers	7,697	0.05%	$236K	-1,256 (-14.0%)
93	Midwest Trust Co	7,551	0.05%	$231K	-50 (-0.7%)
94	Independent Advisor Alliance	7,406	0.05%	$227K	+338 (+4.8%)
95	JPMORGAN CHASE & CO	7,396	0.05%	$228K	+1,165 (+18.7%)
96	Retirement Planning Co of New England, Inc.	7,363	0.05%	$226K	-385 (-5.0%)
97	COMMONWEALTH EQUITY SERVICES, LLC	7,084	0.04%	$217K	+436 (+6.6%)
98	BARCLAYS PLC	7,012	0.04%	$215K	-2,542 (-26.6%)
99	SEI INVESTMENTS CO	6,662	0.04%	$204K	—
100	NEW YORK STATE COMMON RETIREMENT FUND	6,066	0.04%	$186K	—
101	Vanguard Global Advisers, LLC	5,952	0.04%	$182K	-2,048 (-25.6%)
102	Aquatic Capital Management LLC	5,865	0.04%	$180K	+2,799 (+91.3%)
103	PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	5,539	0.03%	$170K	—
104	Police & Firemen's Retirement System of New Jersey	5,130	0.03%	$157K	+1,473 (+40.3%)
105	ROYAL BANK OF CANADA	3,901	0.02%	$120K	-655 (-14.4%)
106	TOMPKINS FINANCIAL CORP	3,600	0.02%	$110K	NEW
107	BNP PARIBAS FINANCIAL MARKETS	3,076	0.02%	$94K	+77 (+2.6%)
108	CANADA LIFE ASSURANCE Co	2,760	0.02%	$84K	+687 (+33.1%)
109	Eurizon Capital SGR S.p.A.	2,553	0.02%	$79K	—
110	OSAIC HOLDINGS, INC.	2,547	0.02%	$78K	+308 (+13.8%)
111	State of Alaska, Department of Revenue	2,252	0.01%	$68K	—
112	NISA INVESTMENT ADVISORS, LLC	2,097	0.01%	$65K	+1,711 (+443.3%)
113	JONES FINANCIAL COMPANIES LLLP	1,969	0.01%	$61K	+101 (+5.4%)
114	Costello Asset Management, INC	1,927	0.01%	$59K	-300 (-13.5%)
115	Longview Financial Advisors LLC	1,792	0.01%	$55K	—
116	Tower Research Capital LLC (TRC)	1,613	0.01%	$49K	-796 (-33.0%)
117	EXCHANGE TRADED CONCEPTS, LLC	1,514	0.01%	$46K	+297 (+24.4%)
118	Ameritas Investment Partners, Inc.	1,406	0.01%	$43K	—
119	Allworth Financial LP	949	0.01%	$29K	+726 (+325.6%)
120	EverSource Wealth Advisors, LLC	866	0.01%	$27K	+72 (+9.1%)
121	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	825	0.01%	$25K	—
122	SIGNATUREFD, LLC	801	0.00%	$25K	-1,216 (-60.3%)
123	Versant Capital Management, Inc	706	0.00%	$22K	+142 (+25.2%)
124	AdvisorNet Financial, Inc	600	0.00%	$18K	—
125	Ancora Advisors LLC	600	0.00%	$18K	—
126	HORIZON FINANCIAL SERVICES, LLC	500	0.00%	$15K	—
127	Farther Finance Advisors, LLC	466	0.00%	$14K	-1,118 (-70.6%)
128	DELTA ASSET MANAGEMENT LLC/TN	417	0.00%	$13K	-40 (-8.8%)
129	Planning Strategies Inc.	401	0.00%	$12K	NEW
130	IFP Advisors, Inc	376	0.00%	$12K	+340 (+944.4%)
131	Wilmington Savings Fund Society, FSB	375	0.00%	$11K	—
132	Sterling Capital Management LLC	332	0.00%	$10K	-85 (-20.4%)
133	CENTRAL TRUST Co	306	0.00%	$9K	-34 (-10.0%)
134	GAMMA Investing LLC	294	0.00%	$9K	-851 (-74.3%)
135	Westside Investment Management, Inc.	288	0.00%	$9K	—
136	Essential Partners LLC	269	0.00%	$8K	-19 (-6.6%)
137	Cornerstone Planning Group LLC	247	0.00%	$8K	+181 (+274.2%)
138	US BANCORP \DE\	233	0.00%	$7K	-270 (-53.7%)
139	HUNTINGTON NATIONAL BANK	205	0.00%	$6K	+122 (+147.0%)
140	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	202	0.00%	$6K	-578 (-74.1%)
141	HARBOR CAPITAL ADVISORS, INC.	198	0.00%	$6K	—
142	City State Bank	190	0.00%	$6K	—
143	Glen Eagle Advisors, LLC	171	0.00%	$5K	+1 (+0.6%)
144	ROTHSCHILD INVESTMENT LLC	160	0.00%	$5K	+77 (+92.8%)
145	Eukles Asset Management	150	0.00%	$5K	—
146	Parallel Advisors, LLC	143	0.00%	$4K	-2,762 (-95.1%)
147	MassMutual Private Wealth & Trust, FSB	128	0.00%	$4K	-122 (-48.8%)
148	FEDERATED HERMES, INC.	125	0.00%	$4K	NEW
149	Physician Wealth Advisors, Inc.	124	0.00%	$4K	+91 (+275.8%)
150	True Wealth Design, LLC	104	0.00%	$3K	-24 (-18.8%)
151	Stone House Investment Management, LLC	100	0.00%	$3K	—
152	Optiver Holding B.V.	63	0.00%	$2K	-104 (-62.3%)
153	WEST PACES ADVISORS INC.	48	0.00%	$1K	NEW
154	Kilter Group LLC	33	0.00%	$1K	—
155	Godfrey Financial Associates, Inc.	30	0.00%	$920	—
156	Clearstead Advisors, LLC	24	0.00%	$736	NEW
157	SBI Securities Co., Ltd.	20	0.00%	$613	—
158	TD PRIVATE CLIENT WEALTH LLC	20	0.00%	$613	—
159	Avion Wealth	17	0.00%	$0	NEW
160	Bogart Wealth, LLC	17	0.00%	$521	NEW
161	Bare Financial Services, Inc	17	0.00%	$521	-41 (-70.7%)
162	SJS Investment Consulting Inc.	12	0.00%	$368	NEW
163	Silicon Valley Capital Partners	6	0.00%	$185	—
164	JFS WEALTH ADVISORS, LLC	6	0.00%	$186	NEW
165	Caitong International Asset Management Co., Ltd	2	0.00%	$61	NEW
166	DiNuzzo Private Wealth, Inc.	2	0.00%	$62	—
167	Covestor Ltd	2	0.00%	$0	-10 (-83.3%)
168	Hughes Financial Services, LLC	2	0.00%	$61	+1 (+100.0%)

Exited since 2026-03-31 (31 filers; largest 25 shown)

HRT FINANCIAL LP	−83,341
Brooklyn Investment Group	−44,106
Point72 Asset Management, L.P.	−22,935
Squarepoint Ops LLC	−21,024
D. E. Shaw & Co., Inc.	−19,177
Dynamic Technology Lab Private Ltd	−19,139
FIRST MANHATTAN CO. LLC.	−16,400
XTX Topco Ltd	−14,341
OXFORD ASSET MANAGEMENT LLP	−11,771
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−11,004
Empirical Asset Management, LLC	−10,165
Quantbot Technologies LP	−9,110
CWM, LLC	−8,588
MIRABELLA FINANCIAL SERVICES LLP	−8,156
SYON CAPITAL LLC	−7,353
QUADRANT CAPITAL GROUP LLC	−2,004
Advisory Services Network, LLC	−1,037
ARCADIA INVESTMENT MANAGEMENT CORP/MI	−800
Scarborough Advisors, LLC	−375
Pinnacle Wealth Planning Services, Inc.	−152
LOS ANGELES CAPITAL MANAGEMENT LLC	−128
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	−99
CoreCap Advisors, LLC	−75
JPL Wealth Management, LLC	−61
MAI Capital Management	−42

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
Stuart J. Zimmer	SCHEDULE 13G/A	2026-08-14	2026-06-30	1,419,877	8.8%
Zimmer Financial Services Group LLC	SCHEDULE 13G/A	2026-08-14	2026-06-30	1,419,877	8.8%
Zimmer Partners GP, LLC	SCHEDULE 13G/A	2026-08-14	2026-06-30	1,419,877	8.8%
Zimmer Partners, LP	SCHEDULE 13G/A	2026-08-14	2026-06-30	1,419,877	8.8%
Vanguard Capital Management	SCHEDULE 13G	2026-04-30	2026-03-31	748,650	5.18%
BlackRock, Inc.	SCHEDULE 13G/A	2026-04-24	2026-03-31	1,009,326	7%
The Vanguard Group	SCHEDULE 13G/A	2026-03-27	2026-03-13	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.