York Water Ownership | Who Owns York Water?
York Water Ownership Summary
York Water is owned by 48.16% institutional investors, 1.41% insiders, and 50.43% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 12.43% of YORW shares. iShares US Infrastructure ETF is the top mutual fund, with 3.46% of its assets in York Water shares.
YORW Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | York Water | 48.16% | 1.41% | 50.43% |
| Sector | Utilities Stocks | 49.95% | 8.87% | 41.18% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.78M | 12.43% | $58.39M |
| Blackrock | 1.59M | 11.07% | $58.80M |
| Vanguard group | 850.07K | 5.92% | $27.81M |
| Zimmer partners, lp | 746.94K | 5.20% | $24.44M |
| 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 | 226.34K | 1.58% | $7.41M |
| 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 |
|---|---|---|---|
| Teton advisors | 36.66K | 0.61% | $1.20M |
| Johnson & white wealth management | 25.50K | 0.50% | $828.00K |
| Penn capital management company | 145.13K | 0.47% | $4.75M |
| Penn mutual asset management | 7.50K | 0.44% | $245.40K |
| Zimmer partners, lp | 746.94K | 0.42% | $24.44M |
| Retirement planning co of new england | 9.25K | 0.15% | $302.64K |
| Elco management | 7.52K | 0.13% | $246.12K |
| Orrstown financial services | 11.13K | 0.10% | $364.04K |
| Collective family office | 10.49K | 0.09% | $343.34K |
| Manchester capital management | 13.17K | 0.05% | $430.86K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock funding, inc. /de | 1.78M | 0.00% | 194.02K |
| Proshare advisors | 226.34K | 0.02% | 40.20K |
| Blackrock | 1.59M | 0.00% | 39.50K |
| Zimmer partners, lp | 746.94K | 0.42% | 37.08K |
| 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 |
| Russell investments group | 51.41K | 0.00% | -37.45K |
| Atom investors lp | 10.04K | 0.04% | -26.82K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Johnson & white wealth management | 25.50K | 0.50% | 25.50K | $828.00K |
| Capstone investment advisors | 16.76K | 0.00% | 16.76K | $548.49K |
| Squarepoint ops | 15.55K | 0.00% | 15.55K | $508.73K |
| Gratus capital | 14.92K | 0.02% | 14.92K | $553.46K |
| Proficio capital partners | 13.25K | 0.00% | 13.25K | $13.25K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -2.00 |
| Innealta capital | -10.00 |
| Riverview trust | -21.00 |
| Covestor | -26.00 |
| Lazard asset management | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares US Infrastructure ETF | 497.61K | 3.46% | - |
| Vanguard Total Stock Mkt Idx Inv | 362.14K | 2.52% | 7.40K |
| Vanguard US Total Market Shares ETF | 358.05K | 2.49% | -4.20K |
| iShares Russell 2000 ETF | 316.39K | 2.20% | -2.75K |
| Vanguard Institutional Extnd Mkt Idx Tr | 209.71K | 1.46% | 568.00 |
| ProShares Russell 2000 Dividend Growers | 205.32K | 1.43% | - |
| L&G Clean Water ETF | 147.50K | 1.03% | - |
| Fidelity Small Cap Index | 142.73K | 0.99% | -2.67K |
| DFA US Small Cap I | 119.97K | 0.83% | -5.09K |
| iShares Russell 2000 Value ETF | 114.27K | 0.79% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 16, 2025 | Chiaruttini Alexandra C | CAO & General Counsel | Buy | $1.30K |
| Apr 16, 2025 | Grimm Ashley M | VP- Human Resources | Buy | $390.00 |
| Apr 16, 2025 | Hand Joseph Thomas | CEO & President | Buy | $9.75K |
| Apr 16, 2025 | Poff Matthew E | Chief Financial Officer | Buy | $130.00 |
| Apr 16, 2025 | Scarpato Matthew J | VP- Operations | Buy | $975.02 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 6 | - |
| 2025 Q1 | 8 | - |
| 2024 Q4 | 9 | - |
| 2024 Q3 | 10 | - |
| 2024 Q2 | 9 | - |
YORW Ownership FAQ
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