ServotronicsSVT

13F holders, Q1 2025 (March 31)
14holders
1new positions
1sold out
$10.60avg. 13F price*

At the end of Q1 2025, 14 institutions reported holding Servotronics Inc. (SVT) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Oppenheimer & Close, LLC ($1.3M), Dimensional Fund Advisors LP ($619K) 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions1$2K
Exits1$144

All 13F filers, Q4 2024 → Q1 2025: 23,008 shares bought and 3,127 shares sold, net +19,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Oppenheimer & Close, LLC 1.05% Reduce -2.5% 119,613 $1.3M
Dimensional Fund Advisors LP 0.00% No change 58,362 $619K
Courier Capital LLC 0.02% No change 25,000 $265K
Wells Fargo & Company 0.00% Add +2200.0% 23,000 $244K
Vanguard Group Inc. 0.00% No change 20,387 $216K
Bridgeway Capital Management, LLC 0.01% No change 19,653 $208K
Geode Capital Management, LLC 0.00% Add +5.2% 13,825 $147K
BlackRock, Inc. 0.00% Reduce -1.9% 2,455 $26K
Morgan Stanley 0.00% No change 1,780 $19K
Tower Research Capital LLC (TRC) 0.00% Add +42.1% 442 $5K
Russell Investments Group, Ltd. 0.00% New 200 $2K
Northwestern Mutual Wealth Management Co. 0.00% No change 40 $424
Bank of America Corp. 0.00% No change 12 $127
JPMorgan Chase & Co. 0.00% No change 3 $32

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