Institutional Ownership York Water CO (YORW)
This table provides information about the institutional ownership of York Water CO (YORW). We have compiled data on the 168 institutions that hold shares in the stock, with a total of 8.14 Million shares, which have been reported (via 13F filing form) to have a value of $262 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
83
shares
|
$2,672
0.0% of portfolio
|
Q3 2025
Reduced 48.45%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
67
shares
|
$2,157
0.0% of portfolio
|
Q3 2025
Added 9.84%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
60
shares
|
$1,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
50
shares
|
$1,610
0.0% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
44
shares
|
$1,416
0.0% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
39
shares
|
$1,255
0.0% of portfolio
|
Q3 2025
Reduced 35.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
37
shares
|
$1,191
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
31
shares
|
$998
0.0% of portfolio
|
Q2 2025
Added 34.78%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
20
shares
|
$644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
18
shares
|
$579
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
16
shares
|
$515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13
shares
|
$418
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
10
shares
|
$322
0.0% of portfolio
|
Q2 2025
Added 11.11%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
2
shares
|
$64
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q3 2025
Reduced 99.92%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1
shares
|
$32
0.0% of portfolio
|
Q4 2024
Reduced 96.15%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|