ServotronicsSVT

13F holders, Q4 2024 (December 31)
14holders +2
1new positions
0sold out
$10.73avg. 13F price*

At the end of Q4 2024, 14 institutions reported holding Servotronics Inc. (SVT) in their 13F filings, up 2 from Q3 2024. 1 opened new positions and 0 sold out. The largest holders were Oppenheimer & Close, LLC ($1.3M), Dimensional Fund Advisors LP ($647K) and Courier Capital LLC ($265K).

Company
Servotronics Inc.
CUSIP
817732100
Latest filing quarter
Q2 2025

History

Number of 13F holders

0102030 Q1 2024: 13Q1 2024Q2 2024: 14Q2 2024Q3 2024: 12Q3 2024Q4 2024: 14Q4 2024Q1 2025: 14Q1 2025Q2 2025: 28Q2 2025

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$424
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 7,587 shares bought and 97 shares sold, net +7,490 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Oppenheimer & Close, LLC 1.07% No change 122,679 $1.3M
Dimensional Fund Advisors LP 0.00% No change 58,362 $647K
Courier Capital LLC 0.02% Add +36.3% 25,000 $265K
Vanguard Group Inc. 0.00% No change 20,387 $223K
Bridgeway Capital Management, LLC 0.00% No change 19,653 $208K
Geode Capital Management, LLC 0.00% No change 13,148 $139K
BlackRock, Inc. 0.00% Add +0.6% 2,503 $27K
Morgan Stanley 0.00% Add +96.7% 1,780 $19K
Wells Fargo & Company 0.00% No change 1,000 $11K
Tower Research Capital LLC (TRC) 0.00% Reduce -15.9% 311 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 40 $424
Caitong International Asset Management Co., Ltd 0.00% — 13 $144
Bank of America Corp. 0.00% Reduce -76.0% 12 $127
JPMorgan Chase & Co. 0.00% No change 3 $33

"% of holder's portfolio" is SVT's weight in each manager's 13F, not the share of Servotronics Inc. the manager owns.