AmeriServ Financial, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENDELL JEFFREY L | 11/14/2025 | 1.64 M | $4.74 M | 0.00% | 9.90% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.16 M | $3.36 M | -0.67% | 7.01% |
| WEST CHESTER CAPITAL ADVISORS, INC | 11/12/2025 | 890.77 K | $2.58 M | -5.57% | 5.39% |
| VANGUARD GROUP INC | 11/07/2025 | 756.28 K | $2.19 M | -3.16% | 4.58% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 588.07 K | $1.71 M | 0.91% | 3.56% |
| OPPENHEIMER & CLOSE, LLC | 11/10/2025 | 352.58 K | $1.02 M | 0.00% | 2.13% |
| EWA, LLC | 10/31/2025 | 241.23 K | $699.55 K | 1.01% | 1.46% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 206.63 K | $599.22 K | 0.22% | 1.25% |
| BLACKROCK, INC. | 11/12/2025 | 140.10 K | $406.30 K | 0.15% | 0.85% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 139.97 K | $406.03 K | 0.26% | 0.85% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 103.26 K | $299.45 K | 0.44% | 0.63% |
| LESA SROUFE & CO | 10/23/2025 | 100.00 K | $290.00 K | 0.00% | 0.61% |
| ANGEL OAK CAPITAL ADVISORS, LLC | 11/13/2025 | 100.00 K | $290.00 K | 0.00% | 0.61% |
| ARGYLE CAPITAL MANAGEMENT INC. | 10/27/2025 | 94.87 K | $275.11 K | 100.00% | 0.57% |
| JOHN G ULLMAN & ASSOCIATES INC | 11/05/2025 | 65.19 K | $189.04 K | -3.04% | 0.39% |
| MINERVA ADVISORS LLC | 11/12/2025 | 58.20 K | $168.78 K | 0.00% | 0.35% |
| ABACUS PLANNING GROUP, INC. | 10/22/2025 | 42.51 K | $123.29 K | 0.00% | 0.26% |
| NORTHERN TRUST CORP | 11/14/2025 | 29.76 K | $86.31 K | -2.61% | 0.18% |
| ACADIAN ASSET MANAGEMENT LLC | 11/13/2025 | 25.70 K | $73.00 K | 0.00% | 0.16% |
| JPMORGAN CHASE & CO | 11/26/2025 | 25.00 K | $72.50 K | 0.00% | 0.15% |
| STATE STREET CORP | 11/14/2025 | 18.99 K | $55.07 K | 0.00% | 0.12% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 14.12 K | $40.94 K | -20.91% | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 13.48 K | $39.10 K | 0.00% | 0.08% |
| MODERN WEALTH MANAGEMENT, LLC | 11/12/2025 | 13.18 K | $38.21 K | 0.99% | 0.08% |
| SCHULHOFF & CO INC | 11/10/2025 | 13.00 K | $37.70 K | 0.00% | 0.08% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 2.25 K | $6.51 K | 2,191.84% | 0.01% |
| SALOMON & LUDWIN, LLC | 10/21/2025 | 1.21 K | $3.54 K | 0.00% | 0.01% |
| MORGAN STANLEY | 11/14/2025 | 1.05 K | $3.05 K | 104,900.00% | 0.01% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 1.05 K | $3.05 K | 100.00% | 0.01% |
| CORNERSTONE PLANNING GROUP LLC | 11/04/2025 | 1.01 K | $3.15 K | 1.01% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/07/2025 | 474 | $1.37 K | 0.00% | 0.00% |
| UBS GROUP AG | 11/13/2025 | 217 | $629 | -94.00% | 0.00% |
| IFP ADVISORS, INC | 12/02/2025 | 114 | $331 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 46 | $133 | -74.30% | 0.00% |
| SBI SECURITIES CO., LTD. | 11/05/2025 | 3 | $9 | -76.92% | 0.00% |
| FMR LLC | 11/13/2025 | 1 | $3 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| STATE OF WYOMING | 11/04/2025 | 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: 890,770
VANGUARD GROUP INC: 756,275
RENAISSANCE TECHNOLOGIES LLC: 588,074
Oppenheimer & Close, LLC: 352,583
41.37% of AmeriServ Financial, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.44 M shares in the last 24 months. This purchase volume represents approximately $21.79 M in transactions.