Go Pro
→ Ready to give options a try? Your first trade (Ticker included) -INSIDE (From Base Camp Trading) (Ad)tc pixel Free EFSI Stock Alerts

Eagle Financial Services (EFSI) Institutional Ownership

Eagle Financial Services logo
$41.90 +0.39 (+0.94%)
As of 09/4/2026 04:00 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
0.31%
Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$37.25M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$9.11M
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.

Subscribe Now
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/24/2026 California State Teachers Retirement System2,695$112K0.0%+986.7%0.050%
8/20/2026 Susquehanna International Group LLP28,909$1.20M0.0%N/A0.534%
8/19/2026 Wellington Management Group LLP279,083$11.57M0.0%-0.5%5.159%
8/18/2026 United Capital Financial Advisors LLC16,192$671K0.0%N/A0.299%
8/17/2026 Bank of America Corp DE9,461$392K0.0%N/A0.175%
8/12/2026 Expressive Wealth LLC10,471$434K0.4%N/A0.193%
8/7/2026 BlackRock Inc.345,268$14.32M0.0%N/A6.382%
8/7/2026 Deutsche Bank AG4,694$195K0.0%N/A0.087%
8/6/2026 Bank of New York Mellon Corp15,692$651K0.0%N/A0.290%
5/19/2026 Bank of America Corp DE10,374$363K0.0%+11.7%0.192%
5/7/2026 Dimensional Fund Advisors LP24,095$843K0.0%+53.2%0.445%
5/5/2026 Bank of New York Mellon Corp14,823$519K0.0%-5.3%0.274%
2/18/2026 Wellington Management Group LLP319,272$12.71M0.0%-3.1%5.939%
2/18/2026 Millennium Management LLC6,250$249K0.0%-54.0%0.116%
2/17/2026 AQR Capital Management LLC15,220$606K0.0%+4.1%0.283%
2/17/2026 Trexquant Investment LP11,684$465K0.0%+100.8%0.217%
2/17/2026 Maltese Capital Management LLC129,149$5.14M0.9%-32.0%2.401%
2/16/2026 Barclays PLC18,697$744K0.0%+4.0%0.348%
2/13/2026 Fourthstone LLC453,918$18.06M3.4%+64.0%8.437%
2/13/2026 State Street Corp85,007$3.38M0.0%-1.2%1.580%
2/13/2026 Wells Fargo & Company MN10,771$429K0.0%+4.4%0.200%
2/12/2026 Dimensional Fund Advisors LP15,724$626K0.0%+52.8%0.292%
2/9/2026 Geode Capital Management LLC105,881$4.21M0.0%-1.7%1.968%
2/9/2026 Expressive Wealth LLC11,799$470K0.5%N/A0.219%
2/2/2026Reynders McVeigh Capital Management LLC9,875$393K0.0%-3.4%0.184%
1/29/2026 UBS Group AG73,094$2.91M0.0%+2,935.5%1.359%
1/21/2026 Daytona Street Capital LLC1,500$60K0.0%N/A0.028%
1/21/2026 Graham Capital Wealth Management LLC128,280$5.11M4.7%-1.3%2.386%
1/1/2026 JPMorgan Chase & Co.1,866$71K0.0%-14.4%0.035%
11/17/2025Reynders McVeigh Capital Management LLC10,225$387K0.0%-3.5%0.190%
11/17/2025 United Capital Financial Advisors LLC16,192$613K0.0%N/A0.301%
11/17/2025 Maltese Capital Management LLC190,000$7.19M1.1%-12.6%3.534%
11/17/2025 Millennium Management LLC13,581$514K0.0%+2.2%0.253%
11/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,221$84K0.0%N/A0.041%
11/17/2025 Citadel Advisors LLC16,851$637K0.0%-57.3%0.313%
11/17/2025 Bank of America Corp DE8,064$305K0.0%+17.2%0.150%
11/17/2025 Alliancebernstein L.P.148,463$5.62M0.0%-28.4%2.762%
11/14/2025 Two Sigma Investments LP25,478$964K0.0%+62.5%0.474%
11/14/2025 Wellington Management Group LLP329,395$12.46M0.0%-1.9%6.127%
11/13/2025 BNP Paribas Financial Markets1,188$45K0.0%+82.8%0.022%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
11/13/2025 Russell Investments Group Ltd.689$26K0.0%N/A0.013%
11/12/2025 Dimensional Fund Advisors LP10,291$389K0.0%N/A0.191%
11/12/2025 EJF Capital LLC117,666$4.45M2.6%-7.7%2.189%
11/7/2025 Graham 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%
11/7/2025 JPMorgan Chase & Co.1,866$71K0.0%-14.4%0.035%
11/6/2025 Rhumbline 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%
11/3/2025 New 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%
8/15/2025 EJF Capital LLC127,535$3.91M3.1%-19.5%2.371%
8/15/2025 Bank of America Corp DE6,881$211K0.0%+73.9%0.128%
8/14/2025 Mendon Capital Advisors Corp54,000$1.65M0.8%+8.0%1.004%
8/14/2025 Raymond James Financial Inc.2,700$83K0.0%N/A0.050%
8/14/2025 Fourthstone LLC281,262$8.61M1.7%+3.6%5.228%
8/13/2025 New York State Common Retirement Fund3,300$101K0.0%N/A0.061%
8/13/2025 Choreo LLC60,400$1.85M0.0%N/A1.123%
8/12/2025 Graham Capital Wealth Management LLC123,338$3.78M4.5%N/A2.293%
8/12/2025 JPMorgan 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%
8/8/2025 Geode 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%
6/27/2025 Goldman 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

During the previous two years, 47 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 41 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 929,573 shares in the last 24 months. This purchase volume represents approximately $37.25M 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 8/24/2026. New 13F filings are added each quarter as they're published.
From Our Partners
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
The trade I’ve been waiting for since 2011
Ross Givens, Director of Research at Traders Agency, is calling for gold to reach $10,000 an ounce this superc...
Traders Agency | Sponsoredtc pixel
Bank of America: 'Digital Dollar Inevitable'
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Rickards Predicts: Trump to buy tiny $2 stock?
Jim Rickards believes the Trump administration is about to take a direct stake in a $2 stock sitting on the la...
Paradigm Press | Sponsoredtc pixel