ServotronicsSVT
13F holders, Q2 2024 (June 30)14holders +1
3new positions
2sold out
$11.90avg. 13F price*
At the end of Q2 2024, 14 institutions reported holding Servotronics Inc. (SVT) in their 13F filings, up 1 from Q1 2024. 3 opened new positions and 2 sold out. The largest holders were Oppenheimer & Close, LLC ($1.4M), Dimensional Fund Advisors LP ($677K) and Wells Fargo & Company ($283K).
- Company
- Servotronics Inc.
- CUSIP
- 817732100
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $7K |
| Exits | 2 | $361K |
All 13F filers, Q1 2024 → Q2 2024: 13,596 shares bought and 27,047 shares sold, net −13,451 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Oppenheimer & Close, LLC | 1.26% | Add +11.7% | 120,727 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -0.8% | 56,871 | $677K |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 23,807 | $283K |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 19,687 | $234K |
| Bridgeway Capital Management, LLC | 0.01% | No change | 19,653 | $234K |
| Courier Capital LLC | 0.01% | No change | 10,000 | $119K |
| Morgan Stanley | 0.00% | Reduce -12.9% | 2,030 | $24K |
| BlackRock Inc. | 0.00% | Add +24.4% | 1,971 | $23K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -0.9% | 640 | $8K |
| UBS Group AG | 0.00% | New | 530 | $6K |
| Innealta Capital, LLC | 0.00% | New | 14 | $167 |
| Bank of America Corp. | 0.00% | New | 12 | $143 |
| JPMorgan Chase & Co. | 0.00% | No change | 3 | $36 |
| Royal Bank of Canada | 0.00% | Add +27.3% | 14 | $0 |
"% of holder's portfolio" is SVT's weight in each manager's 13F, not the share of Servotronics Inc. the manager owns.