Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in ASRV held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | GENDELL JEFFREY L | 1.6M | $5.9M | 0.0% | 9.642% | 0.08% |
| 2 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $4.2M | -0.3% | 6.801% | 0.00% |
| 3 | WEST CHESTER CAPITAL ADVISORS, INC | 889K | $3.2M | +0.0% | 5.241% | 2.05% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 658K | $2.4M | β | 3.881% | 0.00% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | 564K | $2.0M | -3.2% | 3.327% | 0.00% |
| 6 | Oppenheimer & Close, LLC | 353K | $1.3M | 0.0% | 2.078% | 0.80% |
| 7 | EWA, LLC | 246K | $889K | +0.8% | 1.448% | 0.20% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 207K | $748K | 0.0% | 1.218% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 144K | $523K | +1.1% | 0.851% | 0.00% |
| 10 | BlackRock, Inc. | 140K | $508K | +2.7% | 0.827% | 0.00% |
| 11 | Empowered Funds, LLC | 103K | $374K | 0.0% | 0.609% | 0.00% |
| 12 | Argyle Capital Management Inc. | 95K | $343K | 0.0% | 0.559% | 0.11% |
| 13 | VANGUARD FIDUCIARY TRUST CO | 83K | $301K | β | 0.490% | 0.00% |
| 14 | Minerva Advisors LLC | 58K | $211K | 0.0% | 0.343% | 0.14% |
| 15 | Abacus Planning Group, Inc. | 43K | $154K | 0.0% | 0.251% | 0.02% |
| 16 | NORTHERN TRUST CORP | 29K | $105K | 0.0% | 0.171% | 0.00% |
| 17 | CITADEL ADVISORS LLC | 22K | $81K | β | 0.132% | 0.00% |
| 18 | STATE STREET CORP | 19K | $69K | 0.0% | 0.112% | 0.00% |
| 19 | CAPTRUST FINANCIAL ADVISORS | 13K | $49K | 0.0% | 0.080% | 0.00% |
| 20 | SCHULHOFF & CO INC | 13K | $47K | 0.0% | 0.077% | 0.02% |
| 21 | XTX Topco Ltd | 11K | $39K | β | 0.064% | 0.00% |
| 22 | Vanguard Global Advisers, LLC | 6K | $21K | β | 0.035% | 0.00% |
| 23 | Tower Research Capital LLC (TRC) | 2K | $6K | +23.3% | 0.010% | 0.00% |
| 24 | Cornerstone Planning Group LLC | 1K | $4K | +0.8% | 0.006% | 0.00% |
| 25 | IFP Advisors, Inc | 114 | $413 | 0.0% | 0.001% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in ASRV β a direct measure of their conviction.
Filings activity in ASRV during Q1 2026, grouped by how each filer changed its position.
No institutions trimmed their position this quarter.
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 33 | +6.5% | 36.35% | +4.21 pp | $23M | +13% |
| Q4 2025 | 31 | 11% | 32.14% | +2.33 pp | $21M | +7.8% |
| Q3 2025 | 35 | 5.4% | 29.81% | 1.35 pp | $19M | 4.3% |
| Q2 2025 | 37 | +2.8% | 31.16% | +7.43 pp | $20M | +31% |
| Q1 2025 | 36 | +2.9% | 23.73% | 2.00 pp | $15M | 7.8% |
| Q4 2024 | 35 | +25% | 25.73% | +3.96 pp | $17M | +18% |
| Q3 2024 | 28 | 18% | 21.77% | +3.60 pp | $14M | +20% |
| Q2 2024 | 34 | β | 18.17% | β | $12M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying ASRV stock.
Based on Q1 2026 13F filings, institutional ownership of AmeriServ Financial, Inc. stands at 36.4%, held across 33 reporting institutions.
GENDELL JEFFREY L is the largest reported institutional holder of ASRV, with approximately 1,635,677 shares worth $0.01B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of ASRV, including RENAISSANCE TECHNOLOGIES LLC, CITADEL ADVISORS LLC.
Our composite Smart Money Score for ASRV is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
7 institutions opened new positions in ASRV during Q1 2026, while 5 fully exited. 24 added to existing positions and 0 trimmed.
ASRV institutional ownership rose by 4.21 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 92.3% of all reported 13F value in ASRV, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
AmeriServ Financial, Inc. (ASRV) Institutional Ownership