YORW Institutional Ownership
The York Water Company
1W: +3.0%
1M: +4.2%
3M: +1.1%
YTD: +2.1%
1Y: +1.8%
3Y: -3.8%
5Y: -24.4%
$31.66
-0.19 (-0.60%)
Weekly Expected Move ±3.0%
$30
$31
$32
$33
$34
Credit Risk of going bust: lower than 84% of companies Debt: 26.8% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.53 (down 98%), The York Water Company would be worth roughly what it owes.
Total debt $189.7M against a stock market value of $516.9M.
Distance to default 10.98 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $95.0M (short-term plus half of long-term), stock volatility 20.2%; Altman Z'' 1.47. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
If the stock fell to about $0.53 (down 98%), The York Water Company would be worth roughly what it owes.
Total debt $189.7M against a stock market value of $516.9M.
Distance to default 10.98 (Merton model): prices to 2026-10-26, balance sheet 2026-06-30, debt counted $95.0M (short-term plus half of long-term), stock volatility 20.2%; Altman Z'' 1.47. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — YORW
196
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
$323M
Total Invested
22
New Positions
82
Increased
67
Reduced
28
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (64 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ARROWSTREET CAPITAL, LIMITED PARTNERSH NEW | 362,561 | $11M | +362,561 | — | 1Q | SEC ↗ |
| 2 | STATE STREET CORP NEW | 346,037 | $11M | +346,037 | — | 1Q | SEC ↗ |
| 3 | ProShare Advisors LLC NEW | 226,682 | $7M | +226,682 | — | 1Q | SEC ↗ |
| 4 | RENAISSANCE TECHNOLOGIES LLC NEW | 168,236 | $5M | +168,236 | — | 1Q | SEC ↗ |
| 5 | GABELLI FUNDS LLC NEW | 151,793 | $5M | +151,793 | — | 1Q | SEC ↗ |
| 6 | Penn Capital Management Company, LLC NEW | 97,796 | $3M | +97,796 | — | 1Q | SEC ↗ |
| 7 | GOLDMAN SACHS GROUP INC NEW | 91,883 | $3M | +91,883 | — | 1Q | SEC ↗ |
| 8 | MARSHALL WACE, LLP NEW | 47,012 | $1M | +47,012 | — | 1Q | SEC ↗ |
| 9 | GAMCO INVESTORS, INC. ET AL NEW | 43,500 | $1M | +43,500 | — | 1Q | SEC ↗ |
| 10 | Prospera Financial Services Inc NEW | 41,575 | $1M | +41,575 | — | 1Q | SEC ↗ |
| 11 | Teton Advisors, LLC NEW | 31,910 | $1M | +31,910 | — | 1Q | SEC ↗ |
| 12 | North Star Investment Management Corp. | 31,500 | $997K | — | +0.0% | 2Q | SEC ↗ |
| 13 | Odyssean, LLC NEW | 31,156 | $986K | +31,156 | — | 1Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC NEW | 25,466 | $806K | +25,466 | — | 1Q | SEC ↗ |
| 15 | Cullen Capital Management, LLC NEW | 22,899 | $725K | +22,899 | — | 1Q | SEC ↗ |
| 16 | WELLS FARGO & COMPANY/MN NEW | 21,970 | $696K | +21,970 | — | 1Q | SEC ↗ |
| 17 | Johnson & White Wealth Management, LLC NEW | 21,268 | $673K | +21,268 | — | 1Q | SEC ↗ |
| 18 | Inspire Investing, LLC NEW | 20,775 | $658K | +20,775 | — | 1Q | SEC ↗ |
| 19 | Baird Financial Group, Inc. NEW | 18,312 | $580K | +18,312 | — | 1Q | SEC ↗ |
| 20 | Atria Investments, Inc NEW | 18,160 | $575K | +18,160 | — | 1Q | SEC ↗ |
| 21 | Merit Financial Group, LLC | 17,221 | $545K | -12,007 | -41.1% | 2Q | SEC ↗ |
| 22 | Mariner, LLC | 16,318 | $517K | +5,719 | +54.0% | 2Q | SEC ↗ |
| 23 | MERCER GLOBAL ADVISORS INC /ADV NEW | 15,791 | $500K | +15,791 | — | 1Q | SEC ↗ |
| 24 | HARBOR INVESTMENT ADVISORY, LLC | 14,537 | $460K | — | +0.0% | 2Q | SEC ↗ |
| 25 | RKL Wealth Management LLC NEW | 14,186 | $449K | +14,186 | — | 1Q | SEC ↗ |
| 26 | Clear Harbor Asset Management, LLC NEW | 13,125 | $416K | +13,125 | — | 1Q | SEC ↗ |
| 27 | Global Retirement Partners, LLC NEW | 12,897 | $408K | +12,897 | — | 1Q | SEC ↗ |
| 28 | IEQ CAPITAL, LLC NEW | 12,495 | $396K | +12,495 | — | 1Q | SEC ↗ |
| 29 | Schonfeld Strategic Advisors LLC NEW | 12,299 | $389K | +12,299 | — | 1Q | SEC ↗ |
| 30 | FULTON BANK, N.A. | 11,692 | $370K | -10,408 | -47.1% | 2Q | SEC ↗ |
| 31 | Ballentine Partners, LLC NEW | 9,639 | $305K | +9,639 | — | 1Q | SEC ↗ |
| 32 | AMERIPRISE FINANCIAL INC NEW | 9,127 | $289K | +9,127 | — | 1Q | SEC ↗ |
| 33 | COLLECTIVE FAMILY OFFICE LLC | 8,349 | $264K | -823 | -9.0% | 3Q | SEC ↗ |
| 34 | Independent Advisor Alliance NEW | 7,406 | $234K | +7,406 | — | 1Q | SEC ↗ |
| 35 | Retirement Planning Co of New England, NEW | 7,363 | $233K | +7,363 | — | 1Q | SEC ↗ |
| 36 | CALIFORNIA STATE TEACHERS RETIREMENT S | 6,191 | $196K | +5,411 | +693.7% | 2Q | SEC ↗ |
| 37 | NEW YORK STATE COMMON RETIREMENT FUND NEW | 6,066 | $192K | +6,066 | — | 1Q | SEC ↗ |
| 38 | TOMPKINS FINANCIAL CORP | 3,600 | $114K | — | +0.0% | 2Q | SEC ↗ |
| 39 | State of Alaska, Department of Revenue | 2,252 | $71K | -1,380 | -38.0% | 2Q | SEC ↗ |
| 40 | NISA INVESTMENT ADVISORS, LLC NEW | 2,103 | $67K | +2,103 | — | 1Q | SEC ↗ |
| 41 | Costello Asset Management, INC | 1,927 | $61K | -300 | -13.5% | 2Q | SEC ↗ |
| 42 | Longview Financial Advisors LLC NEW | 1,792 | $57K | +1,792 | — | 1Q | SEC ↗ |
| 43 | EXCHANGE TRADED CONCEPTS, LLC NEW | 1,514 | $48K | +1,514 | — | 1Q | SEC ↗ |
| 44 | SIGNATUREFD, LLC NEW | 1,009 | $32K | +1,009 | — | 1Q | SEC ↗ |
| 45 | Allworth Financial LP NEW | 949 | $30K | +949 | — | 1Q | SEC ↗ |
| 46 | Versant Capital Management, Inc | 877 | $28K | +171 | +24.2% | 3Q | SEC ↗ |
| 47 | Ancora Advisors LLC NEW | 600 | $19K | +600 | — | 1Q | SEC ↗ |
| 48 | Farther Finance Advisors, LLC | 578 | $18K | +112 | +24.0% | 3Q | SEC ↗ |
| 49 | GAMMA Investing LLC | 492 | $16K | +198 | +67.3% | 3Q | SEC ↗ |
| 50 | DELTA ASSET MANAGEMENT LLC/TN NEW | 417 | $13K | +417 | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| ARROWSTREET CAPITAL, LIMITED PARTNE | 362,561 | $11M |
| STATE STREET CORP | 346,037 | $11M |
| ProShare Advisors LLC | 226,682 | $7M |
| RENAISSANCE TECHNOLOGIES LLC | 168,236 | $5M |
| GABELLI FUNDS LLC | 151,793 | $5M |
| Penn Capital Management Company, LL | 97,796 | $3M |
| GOLDMAN SACHS GROUP INC | 91,883 | $3M |
| MARSHALL WACE, LLP | 47,012 | $1M |
| GAMCO INVESTORS, INC. ET AL | 43,500 | $1M |
| Prospera Financial Services Inc | 41,575 | $1M |
| Teton Advisors, LLC | 31,910 | $1M |
| Odyssean, LLC | 31,156 | $986K |
| CITADEL ADVISORS LLC | 25,466 | $806K |
| Cullen Capital Management, LLC | 22,899 | $725K |
| WELLS FARGO & COMPANY/MN | 21,970 | $696K |
| Johnson & White Wealth Management, | 21,268 | $673K |
| Inspire Investing, LLC | 20,775 | $658K |
| Baird Financial Group, Inc. | 18,312 | $580K |
| Atria Investments, Inc | 18,160 | $575K |
| MERCER GLOBAL ADVISORS INC /ADV | 15,791 | $500K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | +5,719 | +54.0% | 16,318 |
| CALIFORNIA STATE TEACHERS RETIREMEN | +5,411 | +693.7% | 6,191 |
| GAMMA Investing LLC | +198 | +67.3% | 492 |
| Versant Capital Management, Inc | +171 | +24.2% | 877 |
| Farther Finance Advisors, LLC | +112 | +24.0% | 578 |
| Merit Financial Group, LLC | +74 | +0.5% | 14,688 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Merit Financial Group, LLC | -12,081 | -82.7% | 2,533 |
| FULTON BANK, N.A. | -10,408 | -47.1% | 11,692 |
| State of Alaska, Department of Reve | -1,380 | -76.0% | 436 |
| COLLECTIVE FAMILY OFFICE LLC | -823 | -9.0% | 8,349 |
| Costello Asset Management, INC | -300 | -13.5% | 1,927 |
| MassMutual Private Wealth & Trust, | -41 | -32.0% | 87 |
| Physician Wealth Advisors, Inc. | -17 | -13.7% | 107 |
| IFP Advisors, Inc | -6 | -1.6% | 370 |