ASRV Institutional Ownership & Shareholders
AMERISERV FINANCIAL INC (ASRV) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $26.19M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Gendell Jeffrey L is currently the largest disclosed institutional shareholder of ASRV tracked by InsiderSet, reporting ownership valued at approximately $6.35M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.57M, representing an estimated gain of +19.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed ASRV value among the investors covered in this analysis. Major shareholders include Gendell Jeffrey L, Dimensional Fund Advisors Lp, Ameriserv Wealth Advisors, and several other long-term asset managers with concentrated positions in AMERISERV FINANCIAL INC (ASRV).
This page ranks the largest institutional ASRV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
35
Total Reported Value
$26.19M
Largest Holder
Gendell Jeffrey L
Largest Position
$6.35M
Insider Transactions (90d)
10
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Gendell Jeffrey L | 0.06% | 1,635,677 | $6,346,427 | $7,573,185 | +$1,226,758 | +19.33% | |
| Dimensional Fund Advisors Lp | 0.00% | 1,155,397 | $4,482,941 | $5,349,488 | +$866,547 | +19.33% | |
| Ameriserv Wealth Advisors | 3.26% | 889,755 | $4,101,773 | $4,119,566 | +$17,793 | +0.43% | |
| Vanguard Capital Management Llc | 0.00% | 660,581 | $2,563,054 | $3,058,490 | +$495,436 | +19.33% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 535,774 | $2,078,803 | $2,480,634 | +$401,831 | +19.33% |
| Oppenheimer & Close, Llc | 0.89% | 364,422 | $1,413,957 | $1,687,274 | +$273,317 | +19.33% | |
| Ewa, Llc | 0.18% | 247,487 | $960,250 | $1,145,865 | +$185,615 | +19.33% | |
| Bridgeway Capital Management, Llc | 0.01% | 206,629 | $801,721 | $956,692 | +$154,971 | +19.33% | |
| Blackrock, Inc. | 0.00% | 151,262 | $586,896 | $700,343 | +$113,447 | +19.33% | |
| Geode Capital Management, Llc | 0.00% | 142,339 | $552,456 | $659,030 | +$106,574 | +19.29% | |
| Argyle Capital Management, Llc | 0.13% | 94,865 | $437,328 | $439,225 | +$1,897 | +0.43% | |
| Empowered Funds, Llc | 0.00% | 103,258 | $400,641 | $478,085 | +$77,444 | +19.33% | |
| Vanguard Fiduciary Trust Co | 0.00% | 96,905 | $375,991 | $448,670 | +$72,679 | +19.33% | |
| Minerva Advisors Llc | 0.14% | 58,200 | $210,684 | $269,466 | +$58,782 | +27.90% | |
| Abacus Planning Group, Inc. | 0.02% | 42,513 | $195,985 | $196,835 | +$850 | +0.43% | |
| John G Ullman & Associates Inc | 0.02% | 44,585 | $172,990 | $206,429 | +$33,439 | +19.33% | |
| Northern Trust Corp | 0.00% | 29,355 | $113,897 | $135,914 | +$22,017 | +19.33% | |
| Citadel Advisors Llc | 0.00% | 25,875 | $100,395 | $119,801 | +$19,406 | +19.33% | |
| Acadian Asset Management Llc | 0.00% | 22,760 | $87,000 | $105,379 | +$18,379 | +21.13% | |
| State Street Corp | 0.00% | 18,990 | $73,681 | $87,924 | +$14,243 | +19.33% | |
| Captrust Financial Advisors | 0.00% | 13,483 | $52,314 | $62,426 | +$10,112 | +19.33% | |
| Schulhoff & Co Inc | 0.02% | 13,000 | $50,440 | $60,190 | +$9,750 | +19.33% | |
| Vanguard Global Advisers, Llc | 0.00% | 5,895 | $22,873 | $27,294 | +$4,421 | +19.33% | |
| Jpmorgan Chase & Co | 0.00% | 718 | $2,771 | $3,324 | +$553 | +19.97% | |
| Tower Research Capital Llc (Trc) | 0.00% | 588 | $2,281 | $2,722 | +$441 | +19.35% | |
| Royal Bank Of Canada | 0.00% | 400 | $2,000 | $1,852 | -$148 | -7.40% | |
| Ifp Advisors, Inc | 0.00% | 114 | $526 | $528 | +$2 | +0.35% | |
| Lesa Sroufe & Co | 0.32% | 100,000 | $461 | $463,000 | +$462,539 | +100333.84% | |
| Cwm, Llc | 0.00% | 100 | $363 | $463 | +$100 | +27.55% | |
| Barclays Plc | 0.00% | 38 | $147 | $176 | +$29 | +19.69% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 4 | $18 | $19 | +$1 | +2.89% | |
| Sbi Securities Co., Ltd. | 0.00% | 2 | $9 | $9 | +$0 | +2.89% | |
| Morgan Stanley | 0.00% | 1 | $6 | $5 | -$1 | -22.83% | |
| Fmr Llc | 0.00% | 1 | $4 | $5 | +$1 | +15.75% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $2 | — | — | — |
Frequently asked questions about ASRV
Who are the largest institutional holders of ASRV?
The largest institutional holders of ASRV reported in the latest SEC Form 13F filings include Gendell Jeffrey L, Dimensional Fund Advisors Lp, Ameriserv Wealth Advisors, Vanguard Capital Management Llc, and Renaissance Technologies LLC. InsiderSet ranks institutional holders by their latest reported ASRV position.
What is ASRV institutional ownership?
This page tracks ASRV positions reported by institutional investment managers through SEC Form 13F. AMERISERV FINANCIAL INC (ASRV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ASRV?
InsiderSet currently tracks 35 institutional managers reporting ASRV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ASRV shareholders.
How much ASRV stock do institutions own?
Institutional investment managers disclosed approximately $26.19M in ASRV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ASRV institutional ownership last updated?
The latest ASRV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ASRV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ASRV position after the reporting date.
Are institutions buying or selling ASRV?
Institutional buying and selling can be analyzed by comparing ASRV positions across consecutive 13F reporting periods. InsiderSet's ASRV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ASRV ownership changes.
How has ASRV institutional ownership changed over time?
InsiderSet tracks ASRV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.