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Ameriserv Financial Inc

ASRV
Exchange
Nasdaq
Industry
National Commercial Banks
SEC CIK
0000707605

In the last 90 days, Ameriserv Financial Inc insiders filed 1 open-market purchase and 1 sale; 35 institutions reported holding it in 13F filings for Q2 2026, worth $25.8M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in Ameriserv Financial Inc as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
32
+2 vs. Q3 2023
Shares held
5.48M
+278.5K (+5.4%) vs. Q3 2023
Total value
$17.7M
+$3.94M (+28.6%) vs. Q3 2023
New holders
3
10 more added
Sold out
1
4 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting ASRV on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 32 institutions
Q1 2021: 33 institutionsQ2 2021: 34 institutionsQ3 2021: 31 institutionsQ4 2021: 34 institutionsQ1 2022: 32 institutionsQ2 2022: 27 institutionsQ3 2022: 29 institutionsQ4 2022: 33 institutionsQ1 2023: 31 institutionsQ2 2023: 34 institutionsQ3 2023: 31 institutionsQ4 2023: 32 institutionsQ1 2024: 31 institutionsQ2 2024: 33 institutionsQ3 2024: 30 institutionsQ4 2024: 35 institutionsQ1 2025: 37 institutionsQ2 2025: 39 institutionsQ3 2025: 37 institutionsQ4 2025: 33 institutionsQ1 2026: 35 institutionsQ2 2026: 35 institutions
Value heldQ4 2023: $17.7M
Q1 2021: $29.8MQ2 2021: $29.3MQ3 2021: $28.1MQ4 2021: $27.6MQ1 2022: $28.5MQ2 2022: $26.0MQ3 2022: $24.9MQ4 2022: $23.9MQ1 2023: $17.4MQ2 2023: $15.0MQ3 2023: $15.7MQ4 2023: $17.7MQ1 2024: $14.1MQ2 2024: $12.0MQ3 2024: $15.1MQ4 2024: $17.4MQ1 2025: $16.2MQ2 2025: $20.9MQ3 2025: $19.9MQ4 2025: $21.3MQ1 2026: $24.1MQ2 2026: $25.8M
Institutions holding ASRV and their total value by quarter
QuarterHoldersValue
Q2 202635$25.8M
Q1 202635$24.1M
Q4 202533$21.3M
Q3 202537$19.9M
Q2 202539$20.9M
Q1 202537$16.2M
Q4 202435$17.4M
Q3 202430$15.1M
Q2 202433$12.0M
Q1 202431$14.1M
Q4 202332$17.7M
Q3 202331$15.7M
Q2 202334$15.0M
Q1 202331$17.4M
Q4 202233$23.9M
Q3 202229$24.9M
Q2 202227$26.0M
Q1 202232$28.5M
Q4 202134$27.6M
Q3 202131$28.1M
Q2 202134$29.3M
Q1 202133$29.8M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Ameriserv Financial Inc; share changes are against Q3 2023.

Institutions holding ASRV in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Gendell Jeffrey L1,246,113$4.03M0.22%+93,698+8.1%Added
Dimensional Fund Advisors LP1,169,279$3.78M0.00%−7,384−0.6%Reduced
Vanguard Group Inc615,614$1.99M0.00%+327+0.1%Added
Renaissance Technologies LLC593,184$1.92M0.00%−9,545−1.6%Reduced
Fourthstone LLC316,428$1.02M0.21%+19,031+6.4%Added
Oppenheimer & Close, LLC274,583$888.3K0.81%+16,018+6.2%Added
Bridgeway Capital Management, LLC258,183$835.2K0.02%+6,912+2.8%Added
The PNC Financial Services Group, Inc.158,474$512.7K0.00%+158,474New
BlackRock Inc.142,854$462.1K0.00%−430−0.3%Reduced
Geode Capital Management, LLC103,674$335.5K0.00%00.0%Unchanged
Lesa Sroufe & Co100,000$323.0K0.33%00.0%Unchanged
Empowered Funds, LLC77,412$250.4K0.01%+6,912+9.8%Added
BHZ Capital Management, LP76,277$246.8K0.23%00.0%Unchanged
Minerva Advisors LLC58,200$181.6K0.11%00.0%Unchanged
Dryden Capital, LLC49,655$160.6K0.22%00.0%Unchanged
Acadian Asset Management LLC47,367$152.0K0.00%00.0%Unchanged
John G Ullman & Associates Inc45,400$146.9K0.02%+9,500+26.5%Added
Abacus Planning Group, Inc.42,513$137.5K0.03%00.0%Unchanged
Northern Trust Corp32,947$106.6K0.00%−428−1.3%Reduced
State Street Corp19,490$63.0K0.00%00.0%Unchanged
Captrust Financial Advisors13,483$43.6K0.00%00.0%Unchanged
Schulhoff & Co Inc13,000$42.1K0.02%00.0%Unchanged
Prudential Financial Inc11,400$36.9K0.00%00.0%Unchanged
Beese Fulmer Investment Management, Inc.11,000$35.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)3,435$11.1K0.00%+866+33.7%Added
Salomon & Ludwin, LLC1,209$3.20K0.00%00.0%Unchanged
UBS Group AG362$1.17K0.00%+362New
Wells Fargo & Company119$3850.00%+6+5.3%Added
IFP Advisors, Inc114$3690.00%00.0%Unchanged
Bank of America Corp9$290.00%+9New
Morgan Stanley1$50.00%00.0%Unchanged
CWM, LLC91$00.00%+1+1.1%Added
Citadel Advisors LLC0$00.00%−15,799−100.0%Sold out
West Chester Capital Advisors, Inc––––Not filed