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AmeriServ Financial (ASRV) Institutional Ownership

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$5.07 +0.12 (+2.42%)
As of 10:41 AM Eastern
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Institutional Ownership Changes (13F Filings) for AmeriServ Financial (NASDAQ:ASRV)

Current
Institutional Ownership
Percentage
31.52%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.27M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$403.32K
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ASRV Institutional Buying and Selling by Quarter

AmeriServ Financial Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/18/2026 Empowered Funds LLC103,258$401K0.0%N/A0.609%
8/7/2026 BlackRock Inc.151,262$587K0.0%N/A0.892%
5/14/2026 Renaissance Technologies LLC564,474$2.04M0.0%-3.2%3.328%
5/7/2026 Dimensional Fund Advisors LP1,153,700$4.18M0.0%-0.2%6.802%
2/12/2026 Renaissance Technologies LLC583,074$1.86M0.0%-0.9%3.530%
2/9/2026 Geode Capital Management LLC142,798$456K0.0%+2.0%0.864%
2/5/2026 John G Ullman & Associates Inc.45,985$147K0.0%-29.5%0.278%
11/12/2025 AmeriServ Wealth Advisors890,770$2.58M1.3%-5.6%5.392%
11/12/2025 Dimensional Fund Advisors LP1,158,433$3.36M0.0%-0.7%7.012%
11/7/2025Vanguard Group Inc.756,275$2.19M0.0%-3.2%4.578%
10/27/2025 Argyle Capital Management LLC94,865$275K0.1%N/A0.574%
8/13/2025 AmeriServ Wealth Advisors943,301$2.87M1.4%+4.5%5.710%
7/29/2025 John G Ullman & Associates Inc.67,226$204K0.0%-70.8%0.407%
7/18/2025 EWA LLC238,822$726K0.2%N/A1.446%
5/16/2025Empowered Funds LLC101,212$246K0.0%+4.5%0.613%
5/12/2025Angel Oak Capital Advisors LLC100,000$243K0.3%+85.4%0.605%
5/6/2025John G Ullman & Associates Inc.229,986$559K0.1%-10.0%1.392%
4/18/2025Lesa Sroufe & Co100,000$243K0.2%N/A0.605%
2/17/2025AmeriServ Wealth Advisors801,830$2.15M1.2%N/A4.854%
2/13/2025Renaissance Technologies LLC577,574$1.55M0.0%-1.9%3.496%
2/11/2025Modern Wealth Management LLC15,753$43K0.0%N/A0.095%
2/5/2025John G Ullman & Associates Inc.255,500$685K0.1%+8.9%1.547%
1/31/2025Angel Oak Capital Advisors LLC53,937$145K0.2%N/A0.326%
12/26/2024JPMorgan Chase & Co.25,000$65K0.0%N/A0.151%
11/16/2024Geode Capital Management LLC127,142$332K0.0%+13.7%0.770%
11/9/2024John G Ullman & Associates Inc.234,577$612K0.1%+398.9%1.420%
11/6/2024Empowered Funds LLC95,016$248K0.0%+5.3%0.575%
8/15/2024Dryden Capital LLC43,373$98K0.2%-12.7%0.263%
8/9/2024Renaissance Technologies LLC597,577$1.35M0.0%+0.9%3.617%
8/9/2024Dimensional Fund Advisors LP1,151,467$2.60M0.0%-1.1%6.970%
8/6/2024Acadian Asset Management LLC33,500$74K0.0%-29.3%0.203%
5/15/2024Gendell Jeffrey L1,370,023$3.56M0.1%+9.9%7.988%
5/10/2024Vanguard Group Inc.722,381$1.88M0.0%+17.3%4.212%
5/7/2024Empowered Funds LLC83,712$218K0.0%+8.1%0.488%
5/6/2024John G Ullman & Associates Inc.53,700$140K0.0%+18.3%0.313%
3/22/2024PNC Financial Services Group Inc.158,474$513K0.0%N/A0.924%
2/15/2024Gendell Jeffrey L1,246,113$4.03M0.2%+8.1%7.266%
2/9/2024PNC Financial Services Group Inc.158,474$513K0.0%N/A0.924%
2/8/2024Oppenheimer & Close LLC274,583$888K0.8%+6.2%1.601%
1/31/2024John G Ullman & Associates Inc.45,400$147K0.0%+26.5%0.265%
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11/13/2023Gendell Jeffrey L1,152,415$3.05M0.2%+7.8%6.720%
11/1/2023John G Ullman & Associates Inc.35,900$95K0.0%+32.0%0.209%
8/11/2023BHZ Capital Management LP76,277$194K0.1%-4.2%0.445%
7/27/2023EA Series Trust64,812$165K0.0%N/A0.378%
5/15/2023Dryden Capital LLC49,655$151K0.2%+111.2%0.290%
5/15/2023Gendell Jeffrey L1,068,706$3.26M0.3%+1.3%6.232%
4/14/2023Dakota Wealth Management12,449$38K0.0%-51.1%0.073%
2/10/2023M3F Inc.454,366$1.79M0.5%-51.9%2.656%
2/8/2023Dakota Wealth Management25,449$100K0.0%-29.3%0.149%
2/6/2023West Chester Capital Advisors Inc.616,300$2.43M4.8%+0.7%3.602%
11/15/2022M3F Inc.945,074$3.59M1.3%-4.2%5.524%
11/10/2022Dakota Wealth Management35,985$137K0.0%N/A0.210%
10/31/2022West Chester Capital Advisors Inc.611,927$2.33M5.1%+0.4%3.576%
10/27/2022Lesa Sroufe & Co100,000$380K0.5%N/A0.584%
8/5/2022Schulhoff & Co. Inc.14,000$55K0.0%-22.2%0.082%
7/28/2022West Chester Capital Advisors Inc.609,258$2.40M5.7%+1.1%3.561%


ASRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 14 institutional investors and hedge funds held shares of AmeriServ Financial. The most heavily invested institutionals were Dimensional Fund Advisors LP ($4.18M), AmeriServ Wealth Advisors ($2.58M), Vanguard Group Inc. ($2.19M), Renaissance Technologies LLC ($2.04M), EWA LLC ($726K), BlackRock Inc. ($587K), and Geode Capital Management LLC ($456K).Learn more on AmeriServ Financial's institutional investors.

31.52% of AmeriServ Financial's stock is owned by institutional investors. Learn more on ASRV's institutional investor holdings.

Of the 11 institutional investors that purchased AmeriServ Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AmeriServ Wealth Advisors ($842.78K), EWA LLC ($238.82K), John G Ullman & Associates Inc. ($208.49K), BlackRock Inc. ($151.26K), Empowered Funds LLC ($112.48K), Angel Oak Capital Advisors LLC ($100K), and Lesa Sroufe & Co ($100K).

Institutional investors have bought a total of 352,215 shares in the last 24 months. This purchase volume represents approximately $1.27M in transactions.

The following institutional investors have sold AmeriServ Financial stock in the last 24 months: AmeriServ Wealth Advisors ($52.53K), Vanguard Group Inc. ($24.66K), Renaissance Technologies LLC ($23.60K), John G Ullman & Associates Inc. ($19.20K), and Dimensional Fund Advisors LP ($10.67K).

Institutional investors have sold a total of 130,660 shares in the last 24 months. This volume of shares sold represents approximately $403.32K in transactions.



Institutional ownership data for NASDAQ:ASRV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/18/2026. New 13F filings are added each quarter as they're published.
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