York Water Ownership | Who Owns York Water?
York Water Ownership Summary
York Water is owned by 51.25% institutional investors, 1.40% insiders, and 47.35% retail investors. Blackrock is the largest institutional shareholder, holding 11.07% of YORW shares. iShares US Infrastructure ETF is the top mutual fund, with 5.00% of its assets in York Water shares.
YORW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | York Water | 51.25% | 1.40% | 47.35% |
| Sector | Utilities Stocks | 61.10% | 5.42% | 33.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 1.59M | 11.07% | $58.80M |
| Vanguard group | 824.25K | 5.75% | $30.57M |
| Zimmer partners, lp | 702.78K | 4.91% | $26.07M |
| State street | 432.82K | 3.02% | $16.14M |
| Dimensional fund advisors lp | 372.61K | 2.60% | $13.82M |
| Geode capital management | 340.20K | 2.37% | $12.62M |
| Morgan stanley | 178.11K | 1.24% | $6.61M |
| Legal & general group | 160.88K | 1.12% | $5.97M |
| Northern trust | 145.43K | 1.02% | $5.39M |
| Deprince race & zollo | 143.32K | 1.00% | $5.32M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Penn mutual asset management | 7.50K | 0.59% | $278.18K |
| Teton advisors | 37.66K | 0.58% | $1.40M |
| Johnson & white wealth management | 25.50K | 0.50% | $828.00K |
| Zimmer partners, lp | 702.78K | 0.48% | $26.07M |
| Penn capital management company | 115.11K | 0.40% | $4.27M |
| Elco management | 12.69K | 0.27% | $470.71K |
| Retirement planning co of new england | 10.00K | 0.20% | $370.92K |
| Atom investors lp | 36.83K | 0.14% | $1.37M |
| Deprince race & zollo | 143.32K | 0.12% | $5.32M |
| Orrstown financial services | 11.13K | 0.10% | $364.04K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Penn capital management company | 115.11K | 0.40% | 52.17K |
| Blackrock | 1.59M | 0.00% | 39.50K |
| State street | 432.82K | 0.00% | 32.26K |
| Johnson & white wealth management | 25.50K | 0.50% | 25.50K |
| Ubs asset management americas | 27.92K | 0.00% | 21.73K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Kbc group nv | - | - | -111.66K |
| Elequin securities | - | - | -62.94K |
| Assenagon asset management | - | - | -47.42K |
| Zimmer partners, lp | 702.78K | 0.48% | -42.60K |
| Centerbook partners lp | - | - | -35.57K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Johnson & white wealth management | 25.50K | 0.50% | 25.50K | $828.00K |
| Gratus capital | 14.92K | 0.02% | 14.92K | $553.46K |
| Pdt partners | 9.47K | 0.03% | 9.47K | $351.35K |
| Susquehanna fundamental investments | 9.14K | 0.01% | 9.14K | $338.89K |
| Mirae asset global etfs | 8.53K | 0.00% | 8.53K | $316.30K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Innealta capital | -10.00 |
| Corecap advisors | -43.00 |
| Simplex trading | -68.00 |
| Aquatic capital management | -100.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 138 | -3.50% | 7,200,927 | 0.88% | 50 | 2.02% | 67 | 8.06% | 41 | -24.07% |
| Dec 31, 2023 | 143 | 5.93% | 7,138,178 | 1.43% | 49 | 2.06% | 62 | - | 54 | 22.73% |
| Sep 30, 2023 | 135 | -4.26% | 7,037,514 | 1.80% | 49 | 2.10% | 62 | -4.62% | 44 | 37.50% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares US Infrastructure ETF | 718.01K | 5.00% | - |
| Vanguard Total Stock Mkt Idx Inv | 354.74K | 2.47% | 252.00 |
| iShares Russell 2000 ETF | 309.00K | 2.15% | -1.18K |
| ProShares Russell 2000 Dividend Growers | 222.31K | 1.55% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 209.03K | 1.45% | -14.48K |
| Fidelity Small Cap Index | 147.48K | 1.03% | 790.00 |
| L&G Clean Water ETF | 130.40K | 0.91% | - |
| DFA US Small Cap I | 125.07K | 0.87% | - |
| iShares Russell 2000 Value ETF | 108.67K | 0.76% | -3.02K |
| Vanguard Utilities ETF | 91.87K | 0.64% | 752.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jan 16, 2025 | Snyder Mark S | VP- Engineering | Buy | $325.00 |
| Jan 16, 2025 | Scarpato Matthew J | VP- Operations | Buy | $750.01 |
| Jan 16, 2025 | Poff Matthew E | Chief Financial Officer | Buy | $130.01 |
| Jan 16, 2025 | Hand Joseph Thomas | CEO & President | Buy | $9.75K |
| Jan 16, 2025 | Grimm Ashley M | VP- Human Resources | Buy | $390.01 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 9 | - |
| 2024 Q3 | 10 | - |
| 2024 Q2 | 9 | - |
| 2024 Q1 | 11 | - |
| 2023 Q4 | 10 | - |
YORW Ownership FAQ
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