AmeriServ Financial Ownership | Who Owns AmeriServ Financial?

AmeriServ Financial Ownership Summary

AmeriServ Financial is owned by 34.81% institutional investors, 21.02% insiders, and 44.17% retail investors. Gendell jeffrey l is the largest institutional shareholder, holding 8.26% of ASRV shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.77% of its assets in AmeriServ Financial shares.

ASRV Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	AmeriServ Financial	34.81%	21.02%	44.17%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Regional Banks Stocks	51.67%	12.06%	36.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Gendell jeffrey l	1.42M	8.26%	$3.20M
Dimensional fund advisors lp	1.15M	6.72%	$2.60M
Vanguard group	722.38K	4.21%	$1.63M
Renaissance	597.58K	3.48%	$1.35M
Oppenheimer & close	274.58K	1.60%	$620.56K
Bridgeway capital management	270.96K	1.58%	$612.38K
Blackrock	144.07K	0.84%	$325.60K
Geode capital management	111.85K	0.65%	$252.88K
Lesa sroufe	100.00K	0.58%	$226.00K
Empowered funds	90.19K	0.53%	$203.83K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Oppenheimer & close	274.58K	0.54%	$620.56K
Lesa sroufe	100.00K	0.22%	$226.00K
Dryden capital	43.37K	0.17%	$98.02K
Gendell jeffrey l	1.42M	0.11%	$3.20M
Minerva advisors	58.20K	0.09%	$129.79K
Abacus planning group	42.51K	0.02%	$96.08K
John g ullman & associates	47.02K	0.02%	$106.25K
Bridgeway capital management	270.96K	0.01%	$612.38K
Schulhoff	13.00K	0.01%	$29.38K
Empowered funds	90.19K	0.00%	$203.83K

Top Buyers

Holder	Shares	% Assets	Change
Gendell jeffrey l	1.42M	0.11%	45.74K
Citadel advisors	23.36K	-	23.36K
Geode capital management	111.85K	-	8.18K
Empowered funds	90.19K	0.00%	6.48K
Bridgeway capital management	270.96K	0.01%	6.48K

Top Sellers

Holder	Shares	% Assets	Change
Pnc financial services group	78.47K	0.00%	-60.00K
Acadian asset management	33.50K	0.00%	-13.87K
Dimensional fund advisors lp	1.15M	0.00%	-12.96K
Prudential financial	-	-	-11.40K
Susquehanna group, llp	28.02K	-	-7.36K

New Positions

Holder	Shares	% Assets	Change	Value
Citadel advisors	23.36K	-	23.36K	$52.78K
Cornerstone planning group	963.00	0.00%	963.00	$2.21K

Sold Out

Holder	Change
Innealta capital	-125.00
Capital advisors	-204.00
Royal bank of canada	-1.20K
Prudential financial	-11.40K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2024	27	-12.90%	5,750,935	7.92%	34	3.56%	11	-	5	-37.50%
Jun 30, 2024	30	-	5,318,073	-0.60%	31	3.19%	11	22.22%	8	60.00%
Mar 31, 2024	30	-3.23%	5,350,176	-2.40%	31	3.05%	9	-25.00%	5	25.00%
Dec 31, 2023	31	3.33%	5,481,779	-7.43%	31	2.68%	12	20.00%	4	-42.86%
Sep 30, 2023	30	-9.09%	5,921,501	0.07%	34	2.90%	10	-16.67%	7	16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	458.12K	2.77%	-
DFA US Small Cap Value I	324.79K	1.97%	-
Vanguard Institutional Extnd Mkt Idx Tr	234.36K	1.42%	-
DFA US Small Cap I	196.62K	1.19%	-
DFA US Targeted Value I	127.99K	0.77%	-
DFA US Micro Cap I	111.29K	0.67%	-
EA Bridgeway Omni Small-Cap Value ETF	96.82K	0.59%	-
Dimensional US Targeted Value ETF	93.75K	0.57%	-
Bridgeway Ultra-Small Company Market	84.17K	0.51%	-
Fidelity Extended Market Index	82.64K	0.50%	-334.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
Nov 07, 2024	STOPKO JEFFREY A	President & CEO ASRV & Bank	Buy	$8.55K
Aug 13, 2024	STOPKO JEFFREY A	President & CEO ASRV & Bank	Buy	$4.58K
Aug 01, 2024	STOPKO JEFFREY A	President & CEO ASRV & Bank	Buy	$117.50
Aug 02, 2024	STOPKO JEFFREY A	President & CEO ASRV & Bank	Buy	$7.53K
Apr 30, 2024	STOPKO JEFFREY A	President & CEO ASRV & Bank	Buy	$7.20K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	1	-
2024 Q3	3	-
2024 Q2	1	-
2024 Q1	4	-
2023 Q4	2	-

ASRV Ownership FAQ

Who Owns AmeriServ Financial?

AmeriServ Financial shareholders are primarily institutional investors at 34.81%, followed by 21.02% insiders and 44.17% retail investors. The average institutional ownership in AmeriServ Financial's industry, Regional Banks Stocks, is 51.67%, which AmeriServ Financial falls below.

Who owns the most shares of AmeriServ Financial?

AmeriServ Financial’s largest shareholders are Gendell jeffrey l (1.42M shares, 8.26%), Dimensional fund advisors lp (1.15M shares, 6.72%), and Vanguard group (722.38K shares, 4.21%). Together, they hold 19.18% of AmeriServ Financial’s total shares outstanding.

Does Blackrock own AmeriServ Financial?

Yes, BlackRock owns 0.84% of AmeriServ Financial, totaling 144.07K shares as of Jun 2024. This represents 0% of BlackRock's total assets, with a market value of 325.6K$. In the last quarter, BlackRock increased its holdings by 2.08K shares, a 1.46% change.

Who is AmeriServ Financial’s biggest shareholder by percentage of total assets invested?

Oppenheimer & close is AmeriServ Financial’s biggest shareholder by percentage of total assets invested, with 0.54% of its assets in 274.58K AmeriServ Financial shares, valued at 620.56K$.

Who is the top mutual fund holder of AmeriServ Financial shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of AmeriServ Financial shares, with 2.77% of its total shares outstanding invested in 458.12K AmeriServ Financial shares.

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