YORW — York Wtr Co Com Institutional Holders · Q3 2026
Who owns York Wtr Co Com (YORW)? 8 institutions reported holding $443,109 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Collective Family Office LLC ($255,644), Tompkins Financial Corp ($110,232), Versant Capital Management, Inc ($26,854).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | COLLECTIVE FAMILY OFFICE LLC | $255,644 | 8,349 | Trimmed |
| 2 | TOMPKINS FINANCIAL CORP | $110,232 | 3,600 | Hold |
| 3 | Versant Capital Management, Inc | $26,854 | 877 | Added |
| 4 | Farther Finance Advisors, LLC | $17,698 | 578 | Added |
| 5 | GAMMA Investing LLC | $15,065 | 492 | Added |
| 6 | Planning Strategies Inc. | $12,279 | 401 | Hold |
| 7 | GK Wealth Management LLC | $2,673 | 87 | New |
| 8 | MassMutual Private Wealth & Trust, FSB | $2,664 | 87 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30