Bank Of The James Financial Group Inc (BOTJ) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

4,511,475Shares Outstanding

296,646Shares held by institutions

$6,084,209Value of institutional holdings

29.22%Institutional ownership %

20.96%Shares Changed QoQ

28No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Bank Of The James Financial Group Inc (NASDAQ:BOTJ) currently has 28 active institutional owners and shareholders as of today (December 2025), that have filed 13F forms with the Securities Exchange Commission (SEC).

The collective stake of institutional investors in Bank Of The James Financial moved to 29.2% in December 2025, a shift up from the 24.6% reported for September 2025.
Institutional share ownership changed by 20.96% QoQ, while the number of institutional owners saw an increase of 12.00% YoY.
The latest 13F cycle for Bank Of The James Financial reveals that of 28 total investors, 12 funds grew their exposure, whereas 4 reduced theirs and 12 made no changes.
The total number of shares held by institutions in Bank Of The James Financial increased to 1.32Mn as of December 2025, a net change of up by 228.43K shares quarter on quarter, and up 270.43K shares year over year.
The top institutional stake in Bank Of The James Financial as of December 31, 2025 belongs to Fourthstone LLC, which owns 321.91K shares, or 7.14% of the company.
Among the most significant buyers of Bank Of The James Financial during December 2025 were Daytona Street Capital LLC (157.87K), Krilogy Financial LLC (30.90K), Fourthstone LLC (30.13K), LPL Financial LLC (14.32K), Farther Finance Advisors, LLC (476).
Leading sellers of Bank Of The James Financial stock in December 2025 included PETTYJOHN, WOOD & WHITE, INC (4.59K), CAPTRUST FINANCIAL ADVISORS (1.17K), GEODE CAPITAL MANAGEMENT, LLC (284), ACADIAN ASSET MANAGEMENT LLC (109).
The top 10 institutional holders of Bank Of The James Financial for the quarter ending December 2025 included Fourthstone LLC (321.91K), PETTYJOHN, WOOD & WHITE, INC (251.38K), VANGUARD GROUP INC (185.15K), Daytona Street Capital LLC (157.87K), CAPTRUST FINANCIAL ADVISORS (141.92K), GEODE CAPITAL MANAGEMENT, LLC (40.67K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (36.24K), DIMENSIONAL FUND ADVISORS LP (32.73K), Krilogy Financial LLC (30.90K), Empowered Funds, LLC (23.24K).

28 Institutional Holders

296,646 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
Fourthstone LLC	31 Dec, 2025	321,908	30,126	10.32%	$5,981,051.00
PETTYJOHN, WOOD & WHITE, INC	31 Dec, 2025	251,382	-4,593	-1.79%	$4,670,678.00
VANGUARD GROUP INC	31 Dec, 2025	185,154	0	0.00%	$3,440,161.00
Daytona Street Capital LLC	31 Dec, 2025	157,866	157,866	0.00%	$2,933,158.00
CAPTRUST FINANCIAL ADVISORS	31 Dec, 2025	141,918	-1,170	-0.82%	$2,636,836.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	40,670	-284	-0.69%	$755,848.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	36,238	0	0.00%	$673,302.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	32,727	62	0.19%	$608,068.00
Krilogy Financial LLC	31 Dec, 2025	30,900	30,900	0.00%	$567,015.00
Empowered Funds, LLC	31 Dec, 2025	23,238	0	0.00%	$431,762.00
FIRST MANHATTAN CO. LLC.	31 Dec, 2025	22,311	0	0.00%	$414,538.00
LPL Financial LLC	31 Dec, 2025	14,320	14,320	0.00%	$266,058.00
MontVue Capital Management, Inc.	31 Dec, 2025	13,027	0	0.00%	$242,042.00
RFG - Bristol Wealth Advisors, LLC	31 Dec, 2025	11,265	60	0.54%	$209,310.00
BlackRock, Inc.	31 Dec, 2025	10,485	408	4.05%	$194,811.00
WELLS FARGO & COMPANY/MN	31 Dec, 2025	6,342	0	0.00%	$117,835.00
Atlantic Union Bankshares Corp	31 Dec, 2025	6,000	0	0.00%	$111,480.00
OSAIC HOLDINGS, INC.	31 Dec, 2025	5,144	28	0.55%	$95,589.00
MORGAN STANLEY	31 Dec, 2025	4,025	0	0.00%	$74,799.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	2,030	-109	-5.10%	$37.00

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