Ameriserv Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENDELL JEFFREY L | 05/15/2026 | 1.64 M | $5.92 M | 0.00% | 9.90% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.15 M | $4.18 M | -0.25% | 6.98% |
| WEST CHESTER CAPITAL ADVISORS, INC | 05/13/2026 | 889.09 K | $3.22 M | 0.04% | 5.38% |
| 05/15/2026 | 658.40 K | $2.38 M | 100.00% | 3.99% | |
| RENAISSANCE TECHNOLOGIES LLC | 05/14/2026 | 564.47 K | $2.04 M | -3.19% | 3.42% |
| OPPENHEIMER & CLOSE, LLC | 05/12/2026 | 352.58 K | $1.28 M | 0.00% | 2.13% |
| EWA, LLC | 04/23/2026 | 245.61 K | $889.12 K | 0.84% | 1.49% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 206.63 K | $748.00 K | 0.00% | 1.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 144.39 K | $522.86 K | 1.12% | 0.87% |
| BLACKROCK, INC. | 05/13/2026 | 140.26 K | $507.72 K | 2.69% | 0.85% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 103.26 K | $373.79 K | 0.00% | 0.63% |
| LESA SROUFE & CO | 04/27/2026 | 100.00 K | $362.00 K | 0.00% | 0.61% |
| ARGYLE CAPITAL MANAGEMENT INC. | 04/28/2026 | 94.87 K | $343.41 K | 0.00% | 0.57% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 83.16 K | $301.04 K | 100.00% | 0.50% |
| MINERVA ADVISORS LLC | 05/12/2026 | 58.20 K | $210.68 K | 0.00% | 0.35% |
| JOHN G ULLMAN & ASSOCIATES INC | 05/06/2026 | 45.99 K | $166.47 K | 0.00% | 0.28% |
| ABACUS PLANNING GROUP, INC. | 04/08/2026 | 42.51 K | $153.90 K | 0.00% | 0.26% |
| NORTHERN TRUST CORP | 05/14/2026 | 29.10 K | $105.35 K | 0.00% | 0.18% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 22.76 K | $81.00 K | 0.00% | 0.14% |
| CITADEL ADVISORS LLC | 05/15/2026 | 22.36 K | $80.94 K | 100.00% | 0.14% |
| JANE STREET GROUP, LLC | 05/12/2026 | 19.00 K | $68.78 K | 100.00% | 0.12% |
| STATE STREET CORP | 05/15/2026 | 18.99 K | $68.74 K | 0.00% | 0.11% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 13.48 K | $48.81 K | 0.00% | 0.08% |
| SCHULHOFF & CO INC | 05/11/2026 | 13.00 K | $47.06 K | 0.00% | 0.08% |
| XTX TOPCO LTD | 05/15/2026 | 10.81 K | $39.14 K | 100.00% | 0.07% |
| VANGUARD GLOBAL ADVISERS, LLC | 05/08/2026 | 5.90 K | $21.34 K | 100.00% | 0.04% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 1.64 K | $5.92 K | 23.30% | 0.01% |
| CORNERSTONE PLANNING GROUP LLC | 05/06/2026 | 1.02 K | $3.84 K | 0.79% | 0.01% |
| JPMORGAN CHASE & CO | 05/13/2026 | 718 | $2.60 K | -95.08% | 0.00% |
| IFP ADVISORS, INC | 04/13/2026 | 114 | $413 | 0.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 100 | $363 | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 50 | $181 | 100.00% | 0.00% |
| SBI SECURITIES CO., LTD. | 04/28/2026 | 2 | $7 | 0.00% | 0.00% |
| MORGAN STANLEY | 05/15/2026 | 1 | $5 | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 1 | $4 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1 | $3 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| ANGEL OAK CAPITAL ADVISORS, LLC | 05/12/2026 | 0 | $0 | -100.00% | 0.00% |
Ameriserv Financial Inc institutional Ownership - FAQ's
During the previous two years, 52 institutional investors and hedge funds held shares of Ameriserv Financial Inc. The most heavily invested institutionals were:
GENDELL JEFFREY L: 1.64 M
DIMENSIONAL FUND ADVISORS LP: 1.15 M
WEST CHESTER CAPITAL ADVISORS, INC: 889,090
RENAISSANCE TECHNOLOGIES LLC: 564,474
Oppenheimer & Close, LLC: 352,583
EWA, LLC: 245,612
40.31% of Ameriserv Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.35 M shares in the last 24 months. This purchase volume represents approximately $26.83 M in transactions.