ServotronicsSVT
13F holders, Q3 2024 (September 30)12holders −2
1new positions
3sold out
$11.30avg. 13F price*
At the end of Q3 2024, 12 institutions reported holding Servotronics Inc. (SVT) in their 13F filings, down 2 from Q2 2024. 1 opened new positions and 3 sold out. The largest holders were Oppenheimer & Close, LLC ($1.4M), Dimensional Fund Advisors LP ($659K) and Vanguard Group Inc. ($230K).
- Company
- Servotronics Inc.
- CUSIP
- 817732100
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $149K |
| Exits | 3 | $6K |
All 13F filers, Q2 2024 → Q3 2024: 25,673 shares bought and 24,760 shares sold, net +913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Oppenheimer & Close, LLC | 1.11% | Add +1.6% | 122,679 | $1.4M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.6% | 58,362 | $659K |
| Vanguard Group Inc. | 0.00% | Add +3.6% | 20,387 | $230K |
| Bridgeway Capital Management, LLC | 0.00% | No change | 19,653 | $222K |
| Courier Capital LLC | 0.01% | Add +83.4% | 18,344 | $207K |
| Geode Capital Management, LLC | 0.00% | New | 13,148 | $149K |
| BlackRock, Inc. | 0.00% | — | 2,487 | $28K |
| Wells Fargo & Company | 0.00% | Reduce -95.8% | 1,000 | $11K |
| Morgan Stanley | 0.00% | Reduce -55.4% | 905 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -42.2% | 370 | $4K |
| Bank of America Corp. | 0.00% | Add +316.7% | 50 | $565 |
| JPMorgan Chase & Co. | 0.00% | No change | 3 | $34 |
"% of holder's portfolio" is SVT's weight in each manager's 13F, not the share of Servotronics Inc. the manager owns.