Ameriserv Financial ASRV Institutional Ownership

NASDAQ ASRV

$4.45 -0.16 (-3.47%)

At close: Oct 1, 2026 · 4:00 PM EDT

Institutions by Trading Activity

35 Institutions

Increased 13 37.1%

Unchanged 17 48.6%

Reduced 5 14.3%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

39.00%

▼-1.03 pp QoQ

Shares Held by Institutions

6.62Mn

of 16.96Mn outstanding

▲+0.22% QoQ

Shares Outstanding

16.96Mn

10.35Mn held outside 13F filers

Institutional Investors

filed 13F for Jun 2026

▲+1 vs prior quarter

Net Shares Added (QoQ)

+14.52K

accumulated since last quarter

Value of Holdings

$30.50Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Ameriserv Financial Inc /Pa/ (NASDAQ:ASRV) is held by 35 institutional investors per 13F filings through June 2026.

These investors collectively held 39.0% of Ameriserv Financial's outstanding shares in June 2026, down from 40.0% in March 2026.
They increased total shares held in ASRV by 0.22% quarter over quarter, and investors in Ameriserv Financial decreased 5.41% from a year ago.
Of these 35 holders, 13 added to their stakes in Ameriserv Financial, 5 trimmed positions, and 17 made no changes.
In total, institutional investors held 6.62Mn shares in Ameriserv Financial as of June 2026, up by 14.52K shares quarter on quarter, and down 77.35K shares year over year.
GENDELL JEFFREY L holds the largest position in ASRV at 1.64Mn shares as of June 30, 2026, or 9.64% of shares outstanding.
The most significant purchases of ASRV for the quarter ending June 2026 came from VANGUARD FIDUCIARY TRUST CO (13.74K), Oppenheimer & Close, LLC (11.84K), BlackRock, Inc. (11.01K), CITADEL ADVISORS LLC (3.52K), VANGUARD CAPITAL MANAGEMENT LLC (2.19K).
The largest sales of ASRV for the quarter ending June 2026 came from RENAISSANCE TECHNOLOGIES LLC (28.7K), GEODE CAPITAL MANAGEMENT, LLC (2.05K), Tower Research Capital LLC (TRC) (1.05K), Cornerstone Planning Group LLC (1.01K), Wells Fargo & Company/Mn (1).
According to Business Quant data, leading holders of ASRV for June 2026 are GENDELL JEFFREY L (1.64Mn), DIMENSIONAL FUND ADVISORS LP (1.16Mn), AmeriServ Wealth Advisors (889.46K), VANGUARD CAPITAL MANAGEMENT LLC (660.58K), RENAISSANCE TECHNOLOGIES LLC (535.77K), Oppenheimer & Close, LLC (364.42K), EWA, LLC (247.49K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (206.63K), BlackRock, Inc. (151.26K), GEODE CAPITAL MANAGEMENT, LLC (142.34K).

Form 13F Holdings

35 Institutional Holders

Report period 30 Jun, 2026

Total shares held 6.62Mn

Of outstanding 39.00%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	GENDELL JEFFREY L	0001056581	1,635,677	9.64%	0	0.00%	$6.35Mn
2	DIMENSIONAL FUND ADVISORS LP	0000354204	1,155,397	6.81%	▲1,697	+0.15%	$4.48Mn
3	AmeriServ Wealth Advisors	0001102062	889,464	5.24%	▲374	+0.04%	$3.45Mn
4	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	660,581	3.89%	▲2,186	+0.33%	$2.56Mn
5	RENAISSANCE TECHNOLOGIES LLC	0001037389	535,774	3.16%	▼28,700	-5.08%	$2.08Mn
6	Oppenheimer & Close, LLC	0001591377	364,422	2.15%	▲11,839	+3.36%	$1.41Mn
7	EWA, LLC	0001835252	247,487	1.46%	▲1,875	+0.76%	$960.25K
8	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	206,629	1.22%	0	0.00%	$801.72K
9	BlackRock, Inc.	0002012383	151,262	0.89%	▲11,007	+7.85%	$586.90K
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	142,339	0.84%	▼2,054	-1.42%	$552.46K
11	Empowered Funds, LLC	0001592828	103,258	0.61%	0	0.00%	$400.64K
12	Lesa Sroufe & Co	0001492162	100,000	0.59%	0	0.00%	$388
13	VANGUARD FIDUCIARY TRUST CO	0000933478	96,905	0.57%	▲13,744	+16.53%	$375.99K
14	Argyle Capital Management, LLC	0001321194	94,865	0.56%	0	0.00%	$368.08K
15	Minerva Advisors LLC	0001541536	58,200	0.34%	0	0.00%	$225.82K
16	Abacus Planning Group, Inc.	0001602730	42,513	0.25%	0	0.00%	$164.95K
17	Northern Trust Corp	0000073124	29,355	0.17%	▲254	+0.87%	$113.90K
18	CITADEL ADVISORS LLC	0001423053	25,875	0.15%	▲3,517	+15.73%	$100.40K
19	ACADIAN ASSET MANAGEMENT LLC	0000916542	22,760	0.13%	0	0.00%	$87
20	State Street Corp	0000093751	18,990	0.11%	0	0.00%	$73.68K

Showing 1 to 20 of 35 holders