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Bank of the James Financial Group (BOTJ) Institutional Ownership

Bank of the James Financial Group logo
$27.60 +0.11 (+0.40%)
As of 09/4/2026 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Bank of the James Financial Group (NASDAQ:BOTJ)

Current
Institutional Ownership
Percentage
18.50%
Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$6.55M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$323.42K
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BOTJ Institutional Buying and Selling by Quarter

Bank of the James Financial Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026 Susquehanna International Group LLP35,058$895K0.0%N/A0.772%
8/18/2026 Empowered Funds LLC24,682$630K0.0%N/A0.544%
8/7/2026 BlackRock Inc.24,219$618K0.0%N/A0.533%
5/7/2026 Dimensional Fund Advisors LP33,458$689K0.0%+2.2%0.736%
4/17/2026 Krilogy Financial LLC28,900$653K0.0%-6.5%0.637%
4/16/2026 MontVue Capital Management Inc.12,527$258K0.2%-3.8%0.276%
2/17/2026 Captrust Financial Advisors141,918$2.64M0.0%-0.8%0.000%
2/13/2026 Fourthstone LLC321,908$5.98M1.1%+10.3%0.000%
2/11/2026 Pettyjohn Wood & White Inc.251,382$4.67M0.7%-1.8%5.489%
2/11/2026 LPL Financial LLC14,320$266K0.0%N/A0.313%
1/27/2026 Krilogy Financial LLC30,900$567K0.0%-7.9%0.000%
1/21/2026 Daytona Street Capital LLC157,866$2.93M2.0%N/A0.000%
11/14/2025 Bridgeway Capital Management LLC36,238$565K0.0%+2.5%0.791%
11/7/2025Vanguard Group Inc.185,154$2.89M0.0%-3.9%4.043%
11/6/2025 Krilogy Financial LLC33,533$568K0.0%N/A0.732%
11/4/2025 Atlantic Union Bankshares Corp6,000$94K0.0%N/A0.131%
9/4/2025 Osaic Holdings Inc.5,083$71K0.0%-49.6%0.000%
8/14/2025 Raymond James Financial Inc.1,948$27K0.0%N/A0.043%
8/14/2025 Fourthstone LLC225,618$3.17M0.6%+27.2%0.000%
5/16/2025Empowered Funds LLC22,211$328K0.0%+7.8%0.485%
5/8/2025Pettyjohn Wood & White Inc.257,046$3.80M0.7%-1.9%5.612%
2/17/2025Bridgeway Capital Management LLC33,598$514K0.0%+2.9%0.735%
2/17/2025Captrust Financial Advisors144,684$2.22M0.0%-0.7%3.166%
2/14/2025Dimensional Fund Advisors LP28,466$436K0.0%+3.3%0.622%
2/13/2025Fourthstone LLC161,046$2.56M0.5%+72.9%3.524%
2/12/2025RFG Bristol Wealth Advisors LLC11,594$178K0.1%N/A0.254%
2/12/2025WealthTrak Capital Management LLC2,200$34K0.0%N/A0.048%
2/5/2025Pettyjohn Wood & White Inc.261,932$4.01M0.7%+2.5%5.732%
1/28/2025Empowered Funds LLC20,598$315K0.0%+4.9%0.451%
1/17/2025Inspire Investing LLC72,360$1.11M0.1%-2.3%1.583%
11/16/2024Geode Capital Management LLC38,400$528K0.0%-6.9%0.840%
11/15/2024Banc Funds Co. LLC23,029$316K0.0%-62.5%0.504%
11/14/2024Fourthstone LLC93,119$1.28M0.3%+27.7%2.038%
11/6/2024Empowered Funds LLC19,642$270K0.0%+5.0%0.430%
10/10/2024Inspire Investing LLC74,058$1.02M0.1%N/A1.619%
8/9/2024Dimensional Fund Advisors LP26,852$302K0.0%+46.8%0.587%
7/24/2024MontVue Capital Management Inc.12,727$143K0.1%-9.9%0.278%
5/10/2024Vanguard Group Inc.192,585$2.00M0.0%+33.1%4.210%
5/9/2024Pettyjohn Wood & White Inc.253,963$2.63M0.5%+29.5%5.551%
5/7/2024Empowered Funds LLC17,444$181K0.0%+7.6%0.382%
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5/3/2024MontVue Capital Management Inc.14,120$146K0.1%-14.9%0.309%
2/15/2024Pettyjohn Wood & White Inc.196,107$2.36M0.5%-1.1%4.291%
2/15/2024BHZ Capital Management LP21,941$268K0.1%N/A0.480%
1/31/2024MontVue Capital Management Inc.16,597$203K0.2%N/A0.363%
8/11/2023Banc Funds Co. LLC105,086$956K0.1%-27.8%2.297%
8/8/2023Salzhauer Michael18,990$173K0.2%-52.7%0.416%
8/2/2023Fourthstone LLC18,435$168K0.0%N/A0.403%
7/27/2023EA Series Trust13,769$128K0.0%N/A0.301%
5/15/2023Maltese Capital Management LLC85,884$903K0.3%-29.7%1.877%
5/3/2023Krilogy Financial LLC35,000$368K0.0%-57.9%0.766%
4/25/2023Pettyjohn Wood & White Inc.188,149$1.98M0.5%+1.6%4.117%
2/13/2023BHZ Capital Management LP44,572$531K0.2%+35.8%0.963%
2/13/2023Banc Funds Co. LLC189,470$2.26M0.2%-2.5%4.092%
2/2/2023Pettyjohn Wood & White Inc.185,123$2.28M0.6%+3.7%3.998%
10/25/2022Eidelman Virant Capital231,980$2.96M2.2%+1.1%4.929%
8/15/2022Basswood Capital Management L.L.C.227,043$2.95M0.2%-24.6%4.789%
8/12/2022Banc Funds Co. LLC168,741$2.19M0.2%-12.2%3.560%
7/19/2022Eidelman Virant Capital229,480$2.87M2.1%-1.9%4.841%


BOTJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 21 institutional investors and hedge funds held shares of Bank of the James Financial Group. The most heavily invested institutionals were Fourthstone LLC ($5.98M), Pettyjohn Wood & White Inc. ($4.67M), Daytona Street Capital LLC ($2.93M), Vanguard Group Inc. ($2.89M), Captrust Financial Advisors ($2.64M), Inspire Investing LLC ($1.11M), and Susquehanna International Group LLP ($895K).Learn more on Bank of the James Financial Group's institutional investors.

18.50% of Bank of the James Financial Group's stock is owned by institutional investors. Learn more on BOTJ's institutional investor holdings.

Of the 15 institutional investors that purchased Bank of the James Financial Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($166.49K), Daytona Street Capital LLC ($157.87K), Inspire Investing LLC ($74.06K), Susquehanna International Group LLP ($35.06K), Krilogy Financial LLC ($33.53K), Empowered Funds LLC ($28.19K), and BlackRock Inc. ($24.22K).

Institutional investors have bought a total of 327,403 shares in the last 24 months. This purchase volume represents approximately $6.55M in transactions.

The following institutional investors have sold Bank of the James Financial Group stock in the last 24 months: Vanguard Group Inc. ($7.43K), Krilogy Financial LLC ($4.63K), Pettyjohn Wood & White Inc. ($4.59K), Captrust Financial Advisors ($1.17K), and MontVue Capital Management Inc. ($500.00).

Institutional investors have sold a total of 18,327 shares in the last 24 months. This volume of shares sold represents approximately $323.42K in transactions.


Related Companies

Institutional ownership data for NASDAQ:BOTJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/20/2026. New 13F filings are added each quarter as they're published.
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