Ameriserv Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENDELL JEFFREY L | 08/14/2026 | 1.64 M | $6.35 M | 0.00% | 9.64% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.16 M | $4.48 M | 0.15% | 6.81% |
| WEST CHESTER CAPITAL ADVISORS, INC | 08/03/2026 | 889.46 K | $3.45 M | 0.04% | 5.24% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 660.58 K | $2.56 M | 0.33% | 3.89% |
| RENAISSANCE TECHNOLOGIES LLC | 08/13/2026 | 535.77 K | $2.08 M | -5.08% | 3.16% |
| OPPENHEIMER & CLOSE, LLC | 08/12/2026 | 364.42 K | $1.41 M | 3.36% | 2.15% |
| EWA, LLC | 07/14/2026 | 247.49 K | $960.25 K | 0.76% | 1.46% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 206.63 K | $801.72 K | 0.00% | 1.22% |
| BLACKROCK, INC. | 08/07/2026 | 151.26 K | $586.90 K | 7.85% | 0.89% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 142.34 K | $552.46 K | -1.42% | 0.84% |
| CITADEL ADVISORS LLC | 09/02/2026 | 126.10 K | $489.27 K | 100.00% | 0.74% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 103.26 K | $400.64 K | 0.00% | 0.61% |
| LESA SROUFE & CO | 07/22/2026 | 100.00 K | $388.00 K | 0.00% | 0.59% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 96.91 K | $375.99 K | 16.53% | 0.57% |
| ARGYLE CAPITAL MANAGEMENT INC. | 07/28/2026 | 94.87 K | $368.08 K | 0.00% | 0.56% |
| MINERVA ADVISORS LLC | 08/12/2026 | 58.20 K | $225.82 K | 0.00% | 0.34% |
| JOHN G ULLMAN & ASSOCIATES INC | 08/11/2026 | 44.59 K | $172.99 K | -3.04% | 0.26% |
| ABACUS PLANNING GROUP, INC. | 07/20/2026 | 42.51 K | $164.95 K | 0.00% | 0.25% |
| NORTHERN TRUST CORP | 08/13/2026 | 29.36 K | $113.90 K | 0.87% | 0.17% |
| CITADEL ADVISORS LLC | 09/02/2026 | 25.88 K | $100.40 K | 15.73% | 0.15% |
| ACADIAN ASSET MANAGEMENT LLC | 08/13/2026 | 22.76 K | $87.00 K | 0.00% | 0.13% |
| STATE STREET CORP | 08/07/2026 | 18.99 K | $73.68 K | 0.00% | 0.11% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 13.48 K | $52.31 K | 0.00% | 0.08% |
| SCHULHOFF & CO INC | 08/13/2026 | 13.00 K | $50.44 K | 0.00% | 0.08% |
| VANGUARD GLOBAL ADVISERS, LLC | 08/13/2026 | 5.90 K | $22.87 K | 0.00% | 0.03% |
| JPMORGAN CHASE & CO | 08/12/2026 | 718 | $2.77 K | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 588 | $2.28 K | -64.04% | 0.00% |
| ROYAL BANK OF CANADA | 08/14/2026 | 400 | $2.00 K | 100.00% | 0.00% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 400 | $1.55 K | 100.00% | 0.00% |
| IFP ADVISORS, INC | 07/20/2026 | 114 | $442 | 0.00% | 0.00% |
| BARCLAYS PLC | 08/14/2026 | 38 | $147 | 100.00% | 0.00% |
| CORNERSTONE PLANNING GROUP LLC | 07/29/2026 | 8 | $32 | -99.22% | 0.00% |
| SBI SECURITIES CO., LTD. | 07/23/2026 | 2 | $8 | 0.00% | 0.00% |
| CAITONG INTERNATIONAL ASSET MANAGEMENT CO., LTD | 08/05/2026 | 2 | $8 | 100.00% | 0.00% |
| MORGAN STANLEY | 08/13/2026 | 1 | $6 | 0.00% | 0.00% |
| FMR LLC | 08/13/2026 | 1 | $4 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| JANE STREET GROUP, LLC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 0 | $0 | -100.00% | 0.00% |
| XTX TOPCO LTD | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
Ameriserv Financial Inc institutional Ownership - FAQ's
During the previous two years, 54 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: 1.16 M
WEST CHESTER CAPITAL ADVISORS, INC: 889,464
VANGUARD CAPITAL MANAGEMENT LLC: 660,581
RENAISSANCE TECHNOLOGIES LLC: 535,774
Oppenheimer & Close, LLC: 364,422
39.27% of Ameriserv Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 8.01 M shares in the last 24 months. This purchase volume represents approximately $29.24 M in transactions.