Who Owns AmeriServ Financial Stock?
NASDAQ: ASRVFinanceMajor BanksUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 39.62%
- Held by insiders
- 24.50%
- Institutional holders
- 38
- Institutions 39.6%
- Insiders 24.5%
- Public and other 35.9%
Who owns AmeriServ Financial stock?
Institutional investors own about 39.6% of AmeriServ Financial's shares, spread across 38 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 24.50% of ASRV.
The largest institutional holders are Gendell, Jeffrey L. (9.63%), Dimensional Fund Advisors LP (6.80%) and AmeriServ Wealth Advisors (5.24%). Together, the top 10 institutions control 35.3% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their ASRV positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of ASRV
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Gendell, Jeffrey L. | 1.64M | 9.63% | 0.0% |
| Dimensional Fund Advisors LP | 1.16M | 6.80% | +0.1% |
| AmeriServ Wealth Advisors | 889.46K | 5.24% | +0.0% |
| Vanguard Capital Management LLC | 660.58K | 3.89% | +0.3% |
| Renaissance Technologies, LLC | 535.77K | 3.16% | -5.1% |
| Oppenheimer & Close, LLC | 364.42K | 2.15% | +3.4% |
| Ewa, LLC | 247.49K | 1.46% | +0.8% |
| Bridgeway Capital Management, LLC | 206.63K | 1.22% | 0.0% |
| Blackrock Inc. | 151.26K | 0.89% | +7.8% |
| Geode Capital Management, LLC | 142.34K | 0.84% | -1.4% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of ASRV
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 448.33K | 2.64% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 324.79K | 1.91% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | 196.62K | 1.16% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 160.39K | 0.94% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 127.99K | 0.75% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | 111.29K | 0.66% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | 103.26K | 0.61% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | 93.75K | 0.55% |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 81.17K | 0.48% |
| Bridgeway Funds, Inc.-Omni Small-Cap Value Fund | 77.90K | 0.46% |
Frequently asked questions
Who is the largest shareholder of AmeriServ Financial?
Gendell, Jeffrey L. is the largest institutional shareholder of ASRV, owning 9.63% of shares outstanding (1.64M shares) as of its latest 13F filing.
What percentage of AmeriServ Financial is owned by institutions?
Institutions own about 39.6% of ASRV shares and 52.5% of the public float.
How much of AmeriServ Financial do insiders own?
Insiders, such as officers and directors, own about 24.50% of ASRV shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.