AMERISERV FINANCIAL INC /PA/ - Common Stock, par value $0.01 per share (ASRV) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $0.01 per share
Symbol
ASRV on Nasdaq
Shares outstanding
16,546,066
Price per share
$3.19
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
6,834,401
Total reported value
$19,818,626
% of total 13F portfolios
0%
Share change
-26,716
Value change
-$83,426
Number of holders
36
Price from insider filings
$3.19
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of AMERISERV FINANCIAL INC /PA/ - Common Stock, par value $0.01 per share (ASRV) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BAIRD BRENT D 6.1% +20% $2,926,999 +$485,907 1,009,310 +20% BAIRD BRENT D 23 Oct 2025

As of 30 Sep 2025, 36 institutional investors reported holding 6,834,401 shares of AMERISERV FINANCIAL INC /PA/ - Common Stock, par value $0.01 per share (ASRV). This represents 41% of the company’s total 16,546,066 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of AMERISERV FINANCIAL INC /PA/ - Common Stock, par value $0.01 per share (ASRV) together control 41% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
GENDELL JEFFREY L 9.9% 1,635,677 0% 0.09% $4,743,463
DIMENSIONAL FUND ADVISORS LP 7% 1,158,433 -0.67% 0% $3,359,455
AmeriServ Wealth Advisors 5.4% 890,770 -5.6% 1.3% $2,583,233
VANGUARD GROUP INC 4.6% 756,275 -3.2% 0% $2,193,198
RENAISSANCE TECHNOLOGIES LLC 3.6% 588,074 +0.91% 0% $1,705,415
Oppenheimer & Close, LLC 2.1% 352,583 0% 0.69% $1,022,491
EWA, LLC 1.5% 241,225 +1% 0.19% $699,553
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1.2% 206,629 +0.22% 0.01% $599,224
BlackRock, Inc. 0.85% 140,104 +0.15% 0% $406,302
GEODE CAPITAL MANAGEMENT, LLC 0.85% 139,968 +0.26% 0% $406,033
Empowered Funds, LLC 0.62% 103,258 +0.44% 0% $299,448
Angel Oak Capital Advisors, LLC 0.6% 100,000 0% 0.23% $290,000
Lesa Sroufe & Co 0.6% 100,000 0% 0.23% $290,000
Argyle Capital Management, LLC 0.57% 94,865 0.1% $275,109
JOHN G ULLMAN & ASSOCIATES INC 0.39% 65,185 -3% 0.03% $189,036
Minerva Advisors LLC 0.35% 58,200 0% 0.11% $168,780
Abacus Planning Group, Inc. 0.26% 42,513 0% 0.02% $123,288
NORTHERN TRUST CORP 0.18% 29,763 -2.6% 0% $86,313
ACADIAN ASSET MANAGEMENT LLC 0.16% 25,700 0% 0% $73,000
JPMORGAN CHASE & CO 0.15% 25,000 0% 0% $72,500
STATE STREET CORP 0.11% 18,990 0% 0% $55,071
GOLDMAN SACHS GROUP INC 0.09% 14,116 -21% 0% $40,936
CAPTRUST FINANCIAL ADVISORS 0.08% 13,483 0% 0% $39,101
Modern Wealth Management, LLC 0.08% 13,175 +0.99% 0% $38,208
SCHULHOFF & CO INC 0.08% 13,000 0% 0.02% $37,700

Institutional Holders of AMERISERV FINANCIAL INC /PA/ - Common Stock, par value $0.01 per share (ASRV) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 142,513 $454,616 $3.19 2
2025 Q3 6,834,401 $19,818,626 -$83,426 $2.90 36
2025 Q2 6,861,117 $20,854,636 +$595,039 $3.04 37
2025 Q1 6,667,907 $16,201,536 +$55,829 $2.43 34
2024 Q4 6,544,306 $17,378,619 +$101,581 $2.68 32
2024 Q3 5,751,049 $15,008,428 +$1,219,630 $2.61 28
2024 Q2 5,329,073 $12,040,381 -$51,612 $2.26 31
2024 Q1 5,350,175 $13,908,252 -$591,421 $2.60 29
2023 Q4 5,481,778 $17,724,588 +$910,282 $3.24 30
2023 Q3 5,979,700 $15,832,506 +$202,117 $2.65 30
2023 Q2 5,917,141 $15,026,085 +$363,959 $2.54 32
2023 Q1 5,709,847 $17,412,736 -$1,551,409 $3.05 30
2022 Q4 6,079,555 $23,931,483 -$1,891,707 $3.94 32
2022 Q3 6,560,673 $24,929,000 -$525,242 $3.80 27
2022 Q2 6,599,036 $25,995,000 -$1,423,331 $3.94 24
2022 Q1 7,059,901 $28,544,000 -$358,803 $4.04 30
2021 Q4 7,150,172 $27,597,000 -$302,885 $3.86 31
2021 Q3 7,228,611 $28,121,000 -$204,205 $3.88 30
2021 Q2 7,262,683 $28,540,000 -$233,164 $3.93 30
2021 Q1 7,338,950 $29,797,000 -$832,438 $4.06 31
2020 Q4 7,559,490 $23,659,000 +$458,031 $3.13 30
2020 Q3 6,805,414 $19,123,216 -$212,912 $2.81 29
2020 Q2 6,880,740 $21,157,681 +$55,938 $3.08 28
2020 Q1 6,867,028 $17,993,712 -$65,737 $2.62 31
2019 Q4 6,877,089 $28,883,389 -$9,323 $4.20 34
2019 Q3 7,349,267 $30,417,526 -$219,922 $4.14 36
2019 Q2 7,419,239 $30,783,241 -$99,789 $4.15 36
2019 Q1 7,443,907 $29,922,705 +$877,308 $4.02 37
2018 Q4 7,225,886 $29,115,466 +$140,797 $4.03 36
2018 Q3 7,186,403 $30,894,600 +$908,096 $4.30 36
2018 Q2 6,976,557 $28,594,447 -$144,897 $4.10 32
2018 Q1 7,013,542 $28,052,865 +$44,083 $4.00 32
2017 Q4 7,000,732 $29,112,715 +$228,648 $4.15 33
2017 Q3 6,499,173 $25,995,090 +$1,339,084 $4.00 36
2017 Q2 6,185,494 $25,661,098 +$1,015,755 $4.15 38
2017 Q1 6,369,972 $23,888,382 +$2,196,716 $3.75 40
2016 Q4 5,999,025 $22,189,786 +$726,130 $3.70 36
2016 Q3 5,806,630 $19,195,150 +$13,999 $3.32 35
2016 Q2 5,829,556 $17,604,483 +$45,149 $3.02 36
2016 Q1 5,816,103 $17,388,543 +$952,937 $2.99 34
2015 Q4 5,497,027 $17,586,084 +$40,780 $3.20 33
2015 Q3 4,603,213 $14,907,613 -$344,673 $3.24 29
2015 Q2 4,709,693 $15,681,542 -$3,668,574 $3.33 30
2015 Q1 5,942,670 $17,706,685 -$4,650,029 $2.98 33
2014 Q4 7,431,781 $23,287,464 -$1,819 $3.13 35
2014 Q3 7,431,564 $24,483,129 -$22,467 $3.30 35
2014 Q2 7,438,201 $25,881,928 +$375,959 $3.48 32
2014 Q1 7,324,993 $28,195,212 -$1,289,185 $3.85 34