YORWNasdaqWater SupplyFiscal year ends December 31
YORK WATER CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$30.35−0.59 (-1.91%)
Close on Oct 19, 2026
- Market cap
- $482.07M
- P/E (TTM)
- 18.9
- Dividend yield
- 2.92%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
64.4%
10M of 16M shares
Institutional holders
168
22 new, 27 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
32 buys · 1 sales
Net sold $161.81K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 748,650 | 5.18% | 13G (passive) | Mar 31, 2026 |
| Stuart J. Zimmer | 1,419,877 | 8.80% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 1,009,326 | 7.00% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of YORW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Zimmer Partners, LP | 1,419,877 | 8.75% | $43.52M | +687,200 | 1.00% |
| BlackRock, Inc. | 1,281,673 | 7.90% | $39.28M | +203,261 | 0.00% |
| Morgan Stanley | 713,351 | 4.40% | $21.86M | +51,403 | 0.00% |
| Vanguard Capital Management LLC | 712,799 | 4.39% | $21.85M | +58,806 | 0.00% |
| Geode Capital Management, LLC | 421,682 | 2.60% | $12.93M | +77,051 | 0.00% |
| Arrowstreet Capital, Limited Partnership | 362,561 | 2.23% | $11.11M | +35,831 | 0.00% |
| State Street Corp | 346,037 | 2.13% | $10.68M | +21,095 | 0.00% |
| Vanguard Portfolio Management LLC | 323,129 | 1.99% | $9.90M | +30,123 | 0.00% |
| Legal & General Group Plc | 321,660 | 1.98% | $9.86M | +21,960 | 0.00% |
| Dimensional Fund Advisors LP | 311,672 | 1.92% | $9.55M | +15,793 | 0.00% |
| Aqr Capital Management LLC | 277,196 | 1.71% | $8.50M | +159,506 | 0.00% |
| Reaves W H & Co Inc | 275,000 | 1.69% | $8.43M | New | 0.13% |
| ProShare Advisors LLC | 226,682 | 1.40% | $6.95M | +34,998 | 0.01% |
| Qube Research & Technologies Ltd | 212,450 | 1.31% | $6.51M | +154,862 | 0.01% |
| Two Sigma Investments, LP | 193,737 | 1.19% | $5.94M | +81,930 | 0.00% |
| Renaissance Technologies LLC | 168,236 | 1.04% | $5.16M | −35,800 | 0.01% |
| Bank of New York Mellon Corp | 153,816 | 0.95% | $4.71M | +7,607 | 0.00% |
| Gabelli Funds LLC | 151,793 | 0.94% | $4.65M | +18,150 | 0.03% |
| Northern Trust Corp | 144,906 | 0.89% | $4.44M | +21,997 | 0.00% |
| Charles Schwab Investment Management Inc | 135,135 | 0.83% | $4.14M | +17,019 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 168 | 10M | 64.4% | 22 / 82 | 40 / 27 | 3M | 1M |
| Q1 2026 | 178 | 9M | 52.7% | 34 / 51 | 53 / 14 | 2M | 1M |
| Q4 2025 | 161 | 9M | 54.3% | 23 / 56 | 51 / 22 | 1M | 1M |
| Q3 2025 | 161 | 8M | 51.1% | 24 / 54 | 48 / 22 | 1M | 1M |
| Q2 2025 | 160 | 8M | 50.0% | 18 / 62 | 38 / 25 | 1M | 0M |
| Q1 2025 | 168 | 8M | 46.8% | 30 / 49 | 44 / 11 | 1M | 1M |
| Q4 2024 | 152 | 7M | 46.0% | 27 / 44 | 50 / 25 | 1M | 0M |
| Q3 2024 | 151 | 7M | 45.6% | 24 / 41 | 44 / 11 | 2M | 0M |
| Q2 2024 | 141 | 7M | 44.3% | 24 / 46 | 42 / 18 | 0M | 1M |
| Q1 2024 | 136 | 8M | 46.4% | 17 / 49 | 42 / 25 | 0M | 0M |
| Q4 2023 | 144 | 7M | 45.8% | 22 / 40 | 55 / 14 | 1M | 0M |
| Q3 2023 | 137 | 7M | 43.6% | 8 / 53 | 46 / 13 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of YORW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 507,937 | 3.13% | $15.57M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 384,048 | 2.37% | $11.77M | 0.01% | Jun 30, 2026 |
| ProShares Russell 2000 Dividend Growers ETF | 190,993 | 1.18% | $5.71M | 0.87% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 188,659 | 1.16% | $5.78M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 179,254 | 1.10% | $5.55M | 0.02% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 142,177 | 0.88% | $4.36M | 0.03% | Jun 30, 2026 |
| Vanguard Utilities Index Fund | 100,524 | 0.62% | $3.01M | 0.03% | May 31, 2026 |
| U.S. Small Cap Portfolio | 94,105 | 0.58% | $2.91M | 0.01% | Jul 31, 2026 |
| The Gabelli Utilities Fund | 91,793 | 0.57% | $2.81M | 0.16% | Jun 30, 2026 |
| Vanguard Dividend Appreciation Index Fund | 91,703 | 0.57% | $2.84M | 0.00% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 74,000 | 0.46% | $2.21M | 0.01% | May 31, 2026 |
| Invesco Water Resources ETF | 73,026 | 0.45% | $2.26M | 0.11% | Jul 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 71,328 | 0.44% | $2.19M | 0.10% | Jun 30, 2026 |
| Schwab U.S. Small-Cap ETF | 70,536 | 0.43% | $2.11M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 65,924 | 0.41% | $1.97M | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Joseph Thomas Hand | President & CEO, Director | 35,410 | 0.22% | Aug 27, 2026 |
| Matthew E. Poff | Chief Financial Officer | 9,532 | 0.06% | Aug 27, 2026 |
| Matthew J. Scarpato | Chief Operating Officer | 2,697 | 0.02% | Jul 17, 2026 |
| Alexandra C. Chiaruttini | CAO & General Counsel | 5,930 | 0.04% | Jul 17, 2026 |
| Suzanne M. Becker | VP- Customer Service | 374 | 0.00% | Jul 17, 2026 |
| Mark S. Snyder | VP- Engineering | 4,930 | 0.03% | Jul 17, 2026 |
| Ashley M. Grimm | VP- Human Resources | 350 | 0.00% | Apr 16, 2026 |
| Douglas S. Brossman | Director | 514 | 0.00% | Sep 22, 2026 |
| David M. Velazquez | Director | 0 | – | Sep 10, 2026 |
| William T. Yanavitch II | Director | 352 | 0.00% | May 20, 2026 |
| Robert F. Lambert | Director | 230 | 0.00% | May 6, 2026 |
| Erin C. McGlaughlin | Director | 3,000 | 0.02% | May 6, 2026 |
| Paul R. Bonney | Director | 676 | 0.00% | May 6, 2026 |
| Laura T. Wand | Director | 929 | 0.01% | May 6, 2026 |
| Steven R. Rasmussen | Director | 4,828 | 0.03% | May 6, 2026 |
| Jody L. Keller | Director | 4,917 | 0.03% | May 6, 2026 |
| George W. Hodges | Director | 4,549 | 0.03% | May 7, 2025 |
| Michael W. Gang | Director | 13,089 | 0.08% | May 7, 2025 |
| Jeffrey R. Hines | Director | 77,931 | 0.48% | May 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Douglas S. Brossman Director | Sep 21, 2026 | Buy | +30.32 | $32.99 | $1.00K | 514 |
| Matthew E. Poff Chief Financial Officer | Aug 27, 2026 | Buy | +30 | $34.19 | $1.03K | 9,532 |
| Douglas S. Brossman Director | Aug 20, 2026 | Buy | +30.13 | $33.19 | $1.00K | 484 |
| Joseph Thomas Hand President & CEO, Director | Aug 14, 2026 | Sale | −8,000 | $33.28 | $266.24K | 35,308 |
| Douglas S. Brossman Director | Jul 20, 2026 | Buy | +32.26 | $30.99 | $1,000 | 454 |
| Joseph Thomas Hand President & CEO, Director | Jul 16, 2026 | Award | +111.66 | $29.11 | $3.25K | 35,308 |
| Matthew E. Poff Chief Financial Officer | Jul 16, 2026 | Buy | +4.47 | $29.11 | $130 | 9,502 |
| Joseph Thomas Hand President & CEO, Director | Jul 16, 2026 | Buy | +111.66 | $29.11 | $3.25K | 43,308 |
| Matthew J. Scarpato Chief Operating Officer | Jul 16, 2026 | Buy | +111.66 | $29.11 | $3.25K | 2,697 |
| Mark S. Snyder VP- Engineering | Jul 16, 2026 | Buy | +11.17 | $29.11 | $325 | 4,930 |
| Alexandra C. Chiaruttini CAO & General Counsel | Jul 16, 2026 | Buy | +44.67 | $29.11 | $1.30K | 5,930 |
| Suzanne M. Becker VP- Customer Service | Jul 16, 2026 | Buy | +44.67 | $29.11 | $1.30K | 374 |
| Joseph Thomas Hand President & CEO, Director | Jun 19, 2026 | Buy | +25 | $29.53 | $738 | 42,866 |
| William T. Yanavitch II Director | May 20, 2026 | Buy | +255.56 | $29.35 | $7.50K | 352 |
| Matthew J. Scarpato Chief Operating Officer | May 8, 2026 | Buy | +700 | $29.30 | $20.51K | 2,570 |
| Erin C. McGlaughlin Director | May 4, 2026 | Award | +154 | $29.14 | $4.49K | 3,000 |
| William T. Yanavitch II Director | May 4, 2026 | Award | +51 | $29.14 | $1.49K | 96 |
| Matthew J. Scarpato Chief Operating Officer | May 4, 2026 | Award | +796 | – | – | 1,870 |
| Laura T. Wand Director | May 4, 2026 | Award | +154 | $29.14 | $4.49K | 929 |
| Suzanne M. Becker VP- Customer Service | May 4, 2026 | Award | +208 | – | – | 327 |
| Paul R. Bonney Director | May 4, 2026 | Award | +154 | $29.14 | $4.49K | 676 |
| Steven R. Rasmussen Director | May 4, 2026 | Award | +154 | $29.14 | $4.49K | 4,828 |
| Matthew E. Poff Chief Financial Officer | May 4, 2026 | Award | +974 | – | – | 9,425 |
| Douglas S. Brossman Director | May 4, 2026 | Award | +154 | $29.14 | $4.49K | 418 |
| Alexandra C. Chiaruttini CAO & General Counsel | May 4, 2026 | Award | +883 | – | – | 5,839 |
| Joseph Thomas Hand President & CEO, Director | May 4, 2026 | Award | +1,509 | – | – | 42,841 |
| Robert F. Lambert Director | May 4, 2026 | Award | +154 | $29.14 | $4.49K | 230 |
| Mark S. Snyder VP- Engineering | May 4, 2026 | Award | +306 | – | – | 4,880 |
| Jody L. Keller Director | May 4, 2026 | Award | +154 | $29.14 | $4.49K | 4,917 |
| Joseph Thomas Hand President & CEO, Director | Apr 16, 2026 | Award | +103 | $29.13 | $3.00K | 35,308 |
| Joseph Thomas Hand President & CEO, Director | Apr 16, 2026 | Award | +103 | $29.13 | $3.00K | 35,308 |
| Joseph Thomas Hand CEO & President, Director | Apr 16, 2026 | Buy | +1,052 | $28.50 | $29.98K | 41,332 |
| Matthew E. Poff Chief Financial Officer | Apr 16, 2026 | Buy | +175 | $28.50 | $4.99K | 8,451 |
| Mark S. Snyder VP- Engineering | Apr 16, 2026 | Buy | +10.3 | $29.13 | $300 | 4,574 |
| Matthew J. Scarpato Chief Operating Officer | Apr 16, 2026 | Buy | +103 | $29.13 | $3.00K | 1,074 |
| Alexandra C. Chiaruttini CAO & General Counsel | Apr 16, 2026 | Buy | +41.2 | $29.13 | $1.20K | 4,956 |
| Ashley M. Grimm VP- Human Resources | Apr 16, 2026 | Buy | +12.36 | $29.13 | $360 | 350 |
| Joseph Thomas Hand CEO & President, Director | Apr 16, 2026 | Buy | +103 | $29.13 | $3.00K | 40,280 |
| Suzanne M. Becker VP- Customer Service | Apr 16, 2026 | Buy | +41.2 | $29.13 | $1.20K | 119 |
| Matthew E. Poff Chief Financial Officer | Apr 16, 2026 | Buy | +4.12 | $29.13 | $120 | 8,276 |
| Joseph Thomas Hand President & CEO, Director | Mar 16, 2026 | Buy | +15 | $31.55 | $473 | 39,887 |
| Matthew E. Poff Chief Financial Officer | Jan 16, 2026 | Buy | +4.6 | $30.45 | $140 | 8,212 |
| Mark S. Snyder VP- Engineering | Jan 16, 2026 | Buy | +11.5 | $30.45 | $350 | 4,531 |
| Matthew J. Scarpato Chief Operating Officer | Jan 16, 2026 | Buy | +91.96 | $30.45 | $2.80K | 964 |
| Suzanne M. Becker VP- Customer Service | Jan 16, 2026 | Buy | +45.98 | $30.45 | $1.40K | 77 |
| Alexandra C. Chiaruttini CAO & General Counsel | Jan 16, 2026 | Buy | +45.98 | $30.45 | $1.40K | 4,879 |
| Joseph Thomas Hand President & CEO, Director | Jan 16, 2026 | Buy | +279.17 | $30.45 | $8.50K | 39,872 |
| Ashley M. Grimm VP- Human Resources | Jan 16, 2026 | Buy | +13.8 | $30.45 | $420 | 335 |
| William T. Yanavitch II Director | Dec 22, 2025 | Buy | +44.49 | $33.72 | $1.50K | 44 |
| Joseph Thomas Hand President & CEO, Director | Dec 8, 2025 | Award | +297 | $30.42 | $9.03K | 39,304 |
| Joseph Thomas Hand President & CEO, Director | Nov 13, 2025 | Buy | +30 | $32.11 | $963 | 39,007 |
| Mark S. Snyder VP- Engineering | Oct 16, 2025 | Buy | +11.27 | $28.83 | $325 | 4,487 |
| Matthew J. Scarpato Chief Operating Officer | Oct 16, 2025 | Buy | +33.81 | $28.83 | $975 | 866 |
| Ashley M. Grimm VP- Human Resources | Oct 16, 2025 | Buy | +13.53 | $28.83 | $390 | 317 |
| Suzanne M. Becker VP- Customer Service | Oct 16, 2025 | Buy | +31.21 | $28.83 | $900 | 31 |
| Joseph Thomas Hand President & CEO, Director | Oct 16, 2025 | Buy | +338.14 | $28.83 | $9.75K | 38,977 |
| Alexandra C. Chiaruttini CAO & General Counsel | Oct 16, 2025 | Buy | +45.09 | $28.83 | $1.30K | 4,798 |
| Matthew E. Poff Chief Financial Officer | Oct 16, 2025 | Buy | +4.51 | $28.83 | $130 | 8,147 |
| Joseph Thomas Hand President & CEO, Director | Oct 3, 2025 | Buy | +15 | $30.07 | $451 | 38,352 |
| Joseph Thomas Hand President & CEO, Director | Sep 9, 2025 | Buy | +200 | $30.68 | $6.14K | 38,337 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.