Free Trial

Eagle Financial Services (EFSI) Institutional Ownership

Eagle Financial Services logo
$35.98 +0.25 (+0.70%)
Closing price 04:00 PM Eastern
Extended Trading
$36.00 +0.02 (+0.06%)
As of 04:04 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Eagle Financial Services (NASDAQ:EFSI)

Current
Institutional Ownership
Percentage
0.31%
Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$53.20M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$10.02M
Get EFSI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eagle Financial Services stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EFSI Institutional Buying and Selling by Quarter

Eagle Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/2/2026 Reynders 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%
1/21/2026 Daytona 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%
11/17/2025 Reynders 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%
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%
11/5/2025 ELCO Management Co. LLC5,515$209K0.1%-81.2%0.103%
11/5/2025 Howe & 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%
9/4/2025 Reynders 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%
8/11/2025 Wealthspire Advisors LLC9,741$298K0.0%N/A0.181%
8/8/2025 Police & 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%
8/4/2025 ELCO Management Co. LLC29,370$899K0.5%-2.1%0.546%
6/27/2025Goldman Sachs Group Inc.8,742$287K0.0%N/A0.162%
6/17/2025 Howe & 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

Who are the largest shareholders of EFSI shares?

During the previous two years, 43 institutional investors and hedge funds held shares of Eagle Financial Services. The most heavily invested institutionals were Fourthstone LLC ($18.06M), Wellington Management Group LLP ($12.71M), Vanguard Group Inc. ($11.61M), Alliancebernstein L.P. ($5.62M), Maltese Capital Management LLC ($5.14M), Graham Capital Wealth Management LLC ($5.11M), and EJF Capital LLC ($4.45M).Learn more on Eagle Financial Services' institutional investors.

What percentage of Eagle Financial Services' stock is owned by institutional investors?

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

Which institutional investors have been buying Eagle Financial Services' stock?

Of the 36 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: 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), Azora Capital LP ($99.89K), and Jacobs Asset Management LLC ($78.24K).

How much institutional buying is happening at Eagle Financial Services?

Institutional investors have bought a total of 1,550,610 shares in the last 24 months. This purchase volume represents approximately $53.20M in transactions.

Which of Eagle Financial Services' major shareholders have been selling company stock?

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), EJF Capital LLC ($40.75K), ELCO Management Co. LLC ($24.48K), Citadel Advisors LLC ($22.60K), Wellington Management Group LLP ($16.40K), and Millennium Management LLC ($7.33K).

How much institutional selling is happening at Eagle Financial Services?

Institutional investors have sold a total of 266,579 shares in the last 24 months. This volume of shares sold represents approximately $10.02M in transactions.



This page (NASDAQ:EFSI) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners