HolderBook

AMERISERV FINL INC (ASRV)

Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.

34
Reporting holders
$25.9M
Reported value
38.5%
Of shares outstanding
1.9%
Held as options
+0
Holder change

Institutions report 6,538,228 shares against 16,979,267 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
GENDELL JEFFREY L$6.3M1,635,6770.06%31qHELD
DIMENSIONAL FUND ADVISORS LP$4.5M1,155,3970.00%31qHELD
AmeriServ Wealth Advisors$3.5M889,4642.30%23qHELD
VANGUARD CAPITAL MANAGEMENT LLC$2.6M660,5810.00%2qHELD
RENAISSANCE TECHNOLOGIES LLC$2.1M535,7740.00%31q-5.1%-$111.4K
Oppenheimer & Close, LLC$1.4M364,4220.89%31q+3.4%+$45.9K
EWA, LLC$960.2K247,4870.18%5q+0.8%+$7.3K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$801.7K206,6290.01%31qHELD
CITADEL ADVISORS LLC$589.7K25,8750.00%2q+15.7%+$80.1K
BlackRock, Inc.$586.9K151,2620.00%8q+7.8%+$42.7K
GEODE CAPITAL MANAGEMENT, LLC$552.5K142,3390.00%31q-1.4%-$8.0K
Empowered Funds, LLC$400.6K103,2580.00%13qHELD
VANGUARD FIDUCIARY TRUST CO$376.0K96,9050.00%2q+16.5%+$53.3K
Argyle Capital Management, LLC$368.1K94,8650.11%4qHELD
Minerva Advisors LLC$225.8K58,2000.14%31qHELD
JOHN G ULLMAN & ASSOCIATES INC$173.0K44,5850.02%24q-3.0%-$5.4K
Abacus Planning Group, Inc.$164.9K42,5130.02%31qHELD
NORTHERN TRUST CORP$113.9K29,3550.00%31q+0.9%
STATE STREET CORP$73.7K18,9900.00%21qHELD
CAPTRUST FINANCIAL ADVISORS$52.3K13,4830.00%14qHELD
SCHULHOFF & CO INC$50.4K13,0000.02%31qHELD
Vanguard Global Advisers, LLC$22.9K5,8950.00%2qHELD
JPMORGAN CHASE & CO$2.8K7180.00%8qHELD
Tower Research Capital LLC (TRC)$2.3K5880.00%19q-64.0%-$4.1K
ROYAL BANK OF CANADA$2.0K4000.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$1.6K4000.00%newNEW
IFP Advisors, Inc$4421140.00%14qHELD
Lesa Sroufe & Co$388100,0000.28%29qHELD
BARCLAYS PLC$147380.00%newNEW
ACADIAN ASSET MANAGEMENT LLC$8722,7600.00%31qHELD
Cornerstone Planning Group LLC$3280.00%9q-99.2%-$4.1K
SBI Securities Co., Ltd.$820.00%7qHELD
Caitong International Asset Management Co., Ltd$820.00%newNEW
MORGAN STANLEY$610.00%6qHELD
FMR LLC$410.00%4qHELD
WELLS FARGO & COMPANY/MN$200.00%3q-100.0%

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202634$25.9M6,538,2284661.9%
Q1 202634$23.7M6,536,0745620.3%
Q4 202530$20.9M6,557,24414110.0%
Q3 202534$19.5M6,733,7013790.0%
Q2 202537$20.5M6,736,61761050.0%
Q1 202532$15.9M6,541,3462870.0%
Q4 202431$17.3M6,518,6062670.0%
Q3 202426$14.7M5,650,3491840.0%
Q2 202429$11.7M5,195,5734690.0%
Q1 202426$12.2M4,694,2662730.0%
Q4 202328$15.3M4,741,2293920.0%
Q3 202327$13.7M5,171,4054570.0%
Q2 202330$13.1M5,143,1823850.0%
Q1 202324$14.9M4,898,2833370.0%
Q4 202224$13.3M3,370,5827140.0%
Q3 202228$24.9M6,561,0093350.0%
Q2 202224$26.0M6,599,0360470.0%
Q1 202230$28.5M7,060,09012110.0%
Q4 202132$27.6M7,150,1723470.0%
Q3 202130$28.1M7,228,6110280.0%
Q2 202132$28.5M7,262,8303690.0%
Q1 202132$29.8M7,338,95054120.0%
Q4 202031$23.7M7,559,9532830.0%
Q3 202031$19.1M6,806,1203360.0%
Q2 202029$21.2M6,881,4280550.0%
Q1 202033$18.0M6,867,51034100.0%
Q4 201934$28.9M6,892,3261660.0%
Q3 201938$30.4M7,349,61535100.0%
Q2 201936$30.8M7,419,2390980.0%
Q1 201937$29.9M7,443,90727100.0%
Q4 201836$29.2M7,241,5130020.0%