Ameriserv Financial Inc /Pa/ (ASRV) Institutional Ownership

Ownership Summary

A total of 31 institutions have reported a stake in Ameriserv Financial Inc /Pa/ (NASDAQ:ASRV) as of December 2025, according to recent 13F filings with the SEC.

• Ameriserv Financial saw its institutional ownership percentage fell to 38.7% in December 2025 from 39.5% in September 2025.
• In percentage terms, this reflects as a holdings change of -1.58% quarter on quarter, and a decrease of 11.43% year over year.
• A review of institutional activity for Ameriserv Financial shows 5 of 31 filers increasing their positions, while 13 reduced their stake, and 13 remained unchanged.
• Collectively, institutional investors decreased their stake in Ameriserv Financial to 6.53Mn shares as of December 2025, a change that is down by 105.17K shares quarter on quarter and up 245.12K shares year over year.
• GENDELL JEFFREY L's holding of 1.64Mn shares as of December 31, 2025 makes it the primary institutional investor in Ameriserv Financial, owning 9.70% of the stock.
• Among the most significant buyers of Ameriserv Financial during December 2025 were GEODE CAPITAL MANAGEMENT, LLC (2.83K), EWA, LLC (2.35K), BANK OF AMERICA CORP /DE/ (11), Cornerstone Planning Group LLC (9), WELLS FARGO & COMPANY/MN (1).
• Leading sellers of Ameriserv Financial stock in December 2025 included Angel Oak Capital Advisors, LLC (73.70K), JPMORGAN CHASE & CO (10.39K), VANGUARD GROUP INC (8.04K), RENAISSANCE TECHNOLOGIES LLC (5.00K), BlackRock, Inc. (3.52K).
• The top 10 institutional holders of Ameriserv Financial for the quarter ending December 2025 included GENDELL JEFFREY L (1.64Mn), DIMENSIONAL FUND ADVISORS LP (1.16Mn), AmeriServ Wealth Advisors (888.71K), VANGUARD GROUP INC (748.24K), RENAISSANCE TECHNOLOGIES LLC (583.07K), Oppenheimer & Close, LLC (352.58K), EWA, LLC (243.57K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (206.63K), GEODE CAPITAL MANAGEMENT, LLC (142.80K), BlackRock, Inc. (136.59K).