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Eagle Financial Services (EFSI) Institutional Ownership

Eagle Financial Services logo
$45.74 +0.43 (+0.96%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eagle Financial Services (NASDAQ:EFSI)

Current
Institutional Ownership
Percentage
0.31%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$37.10M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$9.11M
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EFSI Institutional Buying and Selling by Quarter

Eagle Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2026Susquehanna International Group LLP28,909$1.20M0.0%N/A0.534%
8/19/2026Wellington Management Group LLP279,083$11.57M0.0%-0.5%5.159%
8/18/2026United Capital Financial Advisors LLC16,192$671K0.0%N/A0.299%
8/17/2026Bank of America Corp DE9,461$392K0.0%N/A0.175%
8/12/2026Expressive Wealth LLC10,471$434K0.4%N/A0.193%
8/7/2026BlackRock Inc.345,268$14.32M0.0%N/A6.382%
8/7/2026Deutsche Bank AG4,694$195K0.0%N/A0.087%
8/6/2026Bank of New York Mellon Corp15,692$651K0.0%N/A0.290%
5/19/2026Bank of America Corp DE10,374$363K0.0%+11.7%0.192%
5/7/2026Dimensional Fund Advisors LP24,095$843K0.0%+53.2%0.445%
5/5/2026Bank of New York Mellon Corp14,823$519K0.0%-5.3%0.274%
2/18/2026Wellington Management Group LLP319,272$12.71M0.0%-3.1%5.939%
2/18/2026Millennium Management LLC6,250$249K0.0%-54.0%0.116%
2/17/2026AQR Capital Management LLC15,220$606K0.0%+4.1%0.283%
2/17/2026Trexquant Investment LP11,684$465K0.0%+100.8%0.217%
2/17/2026Maltese Capital Management LLC129,149$5.14M0.9%-32.0%2.401%
2/16/2026Barclays PLC18,697$744K0.0%+4.0%0.348%
2/13/2026Fourthstone LLC453,918$18.06M3.4%+64.0%8.437%
2/13/2026State Street Corp85,007$3.38M0.0%-1.2%1.580%
2/13/2026Wells Fargo & Company MN10,771$429K0.0%+4.4%0.200%
2/12/2026Dimensional Fund Advisors LP15,724$626K0.0%+52.8%0.292%
2/9/2026Geode Capital Management LLC105,881$4.21M0.0%-1.7%1.968%
2/9/2026Expressive Wealth LLC11,799$470K0.5%N/A0.219%
2/2/2026Reynders McVeigh Capital Management LLC9,875$393K0.0%-3.4%0.184%
1/29/2026UBS Group AG73,094$2.91M0.0%+2,935.5%1.359%
1/21/2026Daytona Street Capital LLC1,500$60K0.0%N/A0.028%
1/21/2026Graham Capital Wealth Management LLC128,280$5.11M4.7%-1.3%2.386%
1/1/2026JPMorgan Chase & Co.1,866$71K0.0%-14.4%0.035%
11/17/2025Reynders McVeigh Capital Management LLC10,225$387K0.0%-3.5%0.190%
11/17/2025United Capital Financial Advisors LLC16,192$613K0.0%N/A0.301%
11/17/2025Maltese Capital Management LLC190,000$7.19M1.1%-12.6%3.534%
11/17/2025Millennium Management LLC13,581$514K0.0%+2.2%0.253%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,221$84K0.0%N/A0.041%
11/17/2025Citadel Advisors LLC16,851$637K0.0%-57.3%0.313%
11/17/2025Bank of America Corp DE8,064$305K0.0%+17.2%0.150%
11/17/2025Alliancebernstein L.P.148,463$5.62M0.0%-28.4%2.762%
11/14/2025Two Sigma Investments LP25,478$964K0.0%+62.5%0.474%
11/14/2025Wellington Management Group LLP329,395$12.46M0.0%-1.9%6.127%
11/13/2025BNP Paribas Financial Markets1,188$45K0.0%+82.8%0.022%
11/13/2025Russell Investments Group Ltd.689$26K0.0%N/A0.013%
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11/12/2025Dimensional Fund Advisors LP10,291$389K0.0%N/A0.191%
11/12/2025EJF Capital LLC117,666$4.45M2.6%-7.7%2.189%
11/7/2025Graham Capital Wealth Management LLC129,918$4.92M5.1%+5.3%2.417%
11/7/2025Vanguard Group Inc.306,800$11.61M0.0%+105.3%5.707%
11/7/2025JPMorgan Chase & Co.1,866$71K0.0%-14.4%0.035%
11/6/2025Rhumbline Advisers4,108$155K0.0%-6.8%0.076%
11/5/2025ELCO Management Co. LLC5,515$209K0.1%-81.2%0.103%
11/5/2025Howe & Rusling Inc.6,500$246K0.0%N/A0.121%
11/3/2025New York State Common Retirement Fund2,400$91K0.0%-27.3%0.045%
10/15/2025CWM LLC1,177$45K0.0%N/A0.022%
9/4/2025Reynders McVeigh Capital Management LLC10,600$325K0.0%N/A0.197%
8/15/2025EJF Capital LLC127,535$3.91M3.1%-19.5%2.371%
8/15/2025Bank of America Corp DE6,881$211K0.0%+73.9%0.128%
8/14/2025Mendon Capital Advisors Corp54,000$1.65M0.8%+8.0%1.004%
8/14/2025Raymond James Financial Inc.2,700$83K0.0%N/A0.050%
8/14/2025Fourthstone LLC281,262$8.61M1.7%+3.6%5.228%
8/13/2025New York State Common Retirement Fund3,300$101K0.0%N/A0.061%
8/13/2025Choreo LLC60,400$1.85M0.0%N/A1.123%
8/12/2025Graham Capital Wealth Management LLC123,338$3.78M4.5%N/A2.293%
8/12/2025JPMorgan Chase & Co.2,179$67K0.0%N/A0.041%
8/11/2025Wealthspire Advisors LLC9,741$298K0.0%N/A0.181%
8/8/2025Police & Firemen s Retirement System of New Jersey1,040$32K0.0%N/A0.019%
8/8/2025Geode Capital Management LLC106,571$3.26M0.0%+148.9%1.981%
8/4/2025ELCO Management Co. LLC29,370$899K0.5%-2.1%0.546%
6/27/2025Goldman Sachs Group Inc.8,742$287K0.0%N/A0.162%
6/17/2025Howe & Rusling Inc.6,500$213K0.0%N/A0.121%
5/21/2025Mendon Capital Advisors Corp50,000$1.64M0.8%N/A0.930%
5/16/2025Goldman Sachs Group Inc.8,742$287K0.0%N/A0.163%
5/16/2025EJF Capital LLC158,415$5.19M3.3%N/A2.945%
5/15/2025Azora Capital LP99,885$3.28M0.2%N/A1.857%
5/14/2025Jacobs Asset Management LLC78,237$2.57M1.6%N/A1.454%
5/14/2025Wellington Management Group LLP335,668$11.01M0.0%N/A6.240%
5/13/2025Persistent Asset Partners Ltd20,953$687K0.6%N/A0.390%
5/7/2025Evermay Wealth Management LLC2,609$86K0.0%N/A0.049%


EFSI Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of Eagle Financial Services. The most heavily invested institutionals were Fourthstone LLC ($18.06M), BlackRock Inc. ($14.32M), Vanguard Group Inc. ($11.61M), Wellington Management Group LLP ($11.57M), Alliancebernstein L.P. ($5.62M), Maltese Capital Management LLC ($5.14M), and Graham Capital Wealth Management LLC ($5.11M).Learn more on Eagle Financial Services' institutional investors.

0.31% of Eagle Financial Services' stock is owned by institutional investors. Learn more on EFSI's institutional investor holdings.

Of the 40 institutional investors that purchased Eagle Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($345.27K), Wellington Management Group LLP ($335.67K), Fourthstone LLC ($187.03K), EJF Capital LLC ($158.42K), Vanguard Group Inc. ($157.33K), Graham Capital Wealth Management LLC ($129.92K), and Azora Capital LP ($99.89K).

Institutional investors have bought a total of 925,949 shares in the last 24 months. This purchase volume represents approximately $37.10M in transactions.

Of the 15 institutional investors that sold Eagle Financial Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Maltese Capital Management LLC ($88.35K), Alliancebernstein L.P. ($58.77K), ELCO Management Co. LLC ($23.86K), Citadel Advisors LLC ($22.60K), Wellington Management Group LLP ($17.71K), EJF Capital LLC ($9.87K), and Millennium Management LLC ($7.33K).

Institutional investors have sold a total of 236,391 shares in the last 24 months. This volume of shares sold represents approximately $9.11M in transactions.


Related Companies

Institutional ownership data for NASDAQ:EFSI 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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