Ameriserv Financial Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GENDELL JEFFREY L | 02/13/2026 | 1.64 M | $5.22 M | 0.00% | 9.90% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.16 M | $3.69 M | -0.16% | 7.00% |
| WEST CHESTER CAPITAL ADVISORS, INC | 02/10/2026 | 888.71 K | $2.83 M | -0.23% | 5.38% |
| VANGUARD GROUP INC | 01/29/2026 | 748.24 K | $2.39 M | -1.06% | 4.53% |
| RENAISSANCE TECHNOLOGIES LLC | 02/12/2026 | 583.07 K | $1.86 M | -0.85% | 3.53% |
| OPPENHEIMER & CLOSE, LLC | 02/10/2026 | 352.58 K | $1.12 M | 0.00% | 2.13% |
| EWA, LLC | 02/03/2026 | 243.57 K | $776.99 K | 0.97% | 1.47% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 206.63 K | $659.15 K | 0.00% | 1.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 142.80 K | $455.66 K | 2.02% | 0.86% |
| BLACKROCK, INC. | 02/12/2026 | 136.59 K | $435.71 K | -2.51% | 0.83% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 103.26 K | $329.39 K | 0.00% | 0.63% |
| LESA SROUFE & CO | 01/22/2026 | 100.00 K | $319.00 K | 0.00% | 0.61% |
| ARGYLE CAPITAL MANAGEMENT INC. | 01/29/2026 | 94.87 K | $302.62 K | 0.00% | 0.57% |
| MINERVA ADVISORS LLC | 02/09/2026 | 58.20 K | $185.66 K | 0.00% | 0.35% |
| JOHN G ULLMAN & ASSOCIATES INC | 02/05/2026 | 45.99 K | $146.69 K | -29.45% | 0.28% |
| ABACUS PLANNING GROUP, INC. | 01/16/2026 | 42.51 K | $135.62 K | 0.00% | 0.26% |
| NORTHERN TRUST CORP | 02/17/2026 | 29.10 K | $92.83 K | -2.22% | 0.18% |
| ANGEL OAK CAPITAL ADVISORS, LLC | 02/10/2026 | 26.30 K | $83.90 K | -73.70% | 0.16% |
| ACADIAN ASSET MANAGEMENT LLC | 02/10/2026 | 22.76 K | $72.00 K | -11.44% | 0.14% |
| STATE STREET CORP | 02/13/2026 | 18.99 K | $60.58 K | 0.00% | 0.12% |
| JPMORGAN CHASE & CO | 02/11/2026 | 14.61 K | $46.59 K | -41.58% | 0.09% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 13.48 K | $43.01 K | 0.00% | 0.08% |
| SCHULHOFF & CO INC | 02/11/2026 | 13.00 K | $41.47 K | 0.00% | 0.08% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 1.33 K | $4.23 K | -40.96% | 0.01% |
| CORNERSTONE PLANNING GROUP LLC | 02/02/2026 | 1.01 K | $3.35 K | 0.90% | 0.01% |
| IFP ADVISORS, INC | 02/06/2026 | 114 | $364 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 57 | $182 | 23.91% | 0.00% |
| UBS GROUP AG | 01/29/2026 | 16 | $51 | -92.63% | 0.00% |
| SBI SECURITIES CO., LTD. | 02/03/2026 | 2 | $6 | -33.33% | 0.00% |
| MORGAN STANLEY | 02/13/2026 | 1 | $4 | -99.90% | 0.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 1 | $3 | 100.00% | 0.00% |
| FMR LLC | 02/17/2026 | 1 | $3 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 0 | $0 | -100.00% | 0.00% |
| SALOMON & LUDWIN, LLC | 01/28/2026 | 0 | $0 | -100.00% | 0.00% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 0 | $0 | -100.00% | 0.00% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
Ameriserv Financial Inc institutional Ownership - FAQ's
During the previous two years, 50 institutional investors and hedge funds held shares of Ameriserv Financial Inc. The most heavily invested institutionals were:
EWA, LLC: 245,612
Lesa Sroufe & Co: 100,000
Argyle Capital Management Inc.: 94,865
Abacus Planning Group, Inc.: 42,513
IFP Advisors, Inc: 114
SBI Securities Co., Ltd.: 2
40.44% of Ameriserv Financial Inc stock is owned by institutional investors.
Institutional investors have bought a total of 7.28 M shares in the last 24 months. This purchase volume represents approximately $26.59 M in transactions.