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

Institutions by Trading Activity

Ownership Statistics

4,543,338Shares Outstanding
1,318,213Shares held by institutions
$34,998,554Value of institutional holdings
29.01%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) showed up in the 13F filings of 28 institutional investors as of December 2025.

27 Institutional Holders

1,318,213 Total Shares Held
Download Data
Owner Name Date Shares Held Change (QoQ) Change (%) Value (USD)
Fourthstone LLC 31 Mar, 2026 385,498 63,590 19.75% $7,941,259.00
PETTYJOHN, WOOD & WHITE, INC 31 Mar, 2026 224,259 -27,123 -10.79% $4,619,739.00
VANGUARD CAPITAL MANAGEMENT LLC 31 Mar, 2026 159,772 159,772 0.00% $3,291,303.00
Daytona Street Capital LLC 31 Mar, 2026 157,123 -743 -0.47% $3,221,017.00
CAPTRUST FINANCIAL ADVISORS 31 Mar, 2026 147,310 5,392 3.80% $3,034,586.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC 31 Mar, 2026 36,238 0 0.00% $746,503.00
GEODE CAPITAL MANAGEMENT, LLC 31 Mar, 2026 35,455 -5,215 -12.82% $730,606.00
DIMENSIONAL FUND ADVISORS LP 31 Mar, 2026 33,458 731 2.23% $689,286.00
Krilogy Financial LLC 31 Mar, 2026 28,900 -2,000 -6.47% $653,429.00
VANGUARD FIDUCIARY TRUST CO 31 Mar, 2026 25,837 25,837 0.00% $532,242.00
Empowered Funds, LLC 31 Mar, 2026 23,238 0 0.00% $478,703.00
FIRST MANHATTAN CO. LLC. 31 Mar, 2026 22,311 0 0.00% $459,607.00
LPL Financial LLC 31 Mar, 2026 14,320 0 0.00% $294,984.00
MontVue Capital Management, Inc. 31 Mar, 2026 12,527 -500 -3.84% $258,057.00
RFG - Bristol Wealth Advisors, LLC 31 Mar, 2026 11,344 79 0.70% $233,683.00
BlackRock, Inc. 31 Mar, 2026 10,797 312 2.98% $222,419.00
Wells Fargo & Company/Mn 31 Mar, 2026 6,343 1 0.02% $130,656.00
Atlantic Union Bankshares Corp 31 Mar, 2026 6,000 0 0.00% $123,600.00
Vanguard Global Advisers, LLC 31 Mar, 2026 4,831 4,831 0.00% $99,519.00
Morgan Stanley 31 Mar, 2026 4,026 1 0.02% $82,939.00