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 3.93% 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 | 60.46% | 6.54% | 33.00% |
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 |
| 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 |
| Harbor investment advisory | 36.00K | 0.14% | $1.34M |
| Atom investors lp | 36.83K | 0.14% | $1.37M |
| Collective family office | 11.16K | 0.12% | $414.08K |
| Deprince race & zollo | 143.32K | 0.12% | $5.32M |
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 |
| Ubs asset management americas | 27.92K | 0.00% | 21.73K |
| Jane street group | 21.42K | 0.00% | 21.42K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Elequin securities | - | - | -62.94K |
| Assenagon asset management | - | - | -47.42K |
| Zimmer partners, lp | 702.78K | 0.48% | -42.60K |
| Centerbook partners lp | - | - | -35.57K |
| Johnson & white wealth management | - | - | -29.67K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| 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 |
| Corebridge financial | 7.71K | 0.00% | 7.71K | $285.78K |
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 | 565.05K | 3.93% | 3.42K |
| Vanguard Total Stock Mkt Idx Inv | 354.48K | 2.47% | -3.57K |
| iShares Russell 2000 ETF | 332.67K | 2.31% | -700.00 |
| Vanguard Institutional Extnd Mkt Idx Tr | 221.33K | 1.54% | -1.19K |
| ProShares Russell 2000 Dividend Growers | 184.30K | 1.28% | - |
| Fidelity Small Cap Index | 146.69K | 1.02% | -78.00 |
| L&G Clean Water ETF | 132.62K | 0.92% | - |
| DFA US Small Cap I | 127.11K | 0.89% | - |
| iShares Russell 2000 Value ETF | 122.16K | 0.85% | 158.00 |
| State St Russell Sm/Mid Cp® Indx NL Cl C | 92.96K | 0.65% | -3.10K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 20, 2024 | Rasmussen Steven R | - | Buy | $999.98 |
| Dec 19, 2024 | Hand Joseph Thomas | CEO & President | Buy | $668.20 |
| Nov 20, 2024 | Rasmussen Steven R | - | Buy | $1.00K |
| Oct 21, 2024 | Rasmussen Steven R | - | Buy | $1.00K |
| Oct 16, 2024 | Snyder Mark S | VP- Engineering | Buy | $325.02 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 9 | - |
| 2024 Q3 | 10 | - |
| 2024 Q2 | 9 | - |
| 2024 Q1 | 11 | - |
| 2023 Q4 | 10 | - |
YORW Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools