BOTJ Institutional Ownership & Shareholders
BANK OF THE JAMES FINANCIAL (BOTJ) is currently held by 42 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $36.92M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fourthstone Llc is currently the largest disclosed institutional shareholder of BOTJ tracked by InsiderSet, reporting ownership valued at approximately $8.60M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.17M, representing an estimated loss of -4.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed BOTJ value among the investors covered in this analysis. Major shareholders include Fourthstone Llc, Pettyjohn, Wood & White, Inc, Vanguard Capital Management Llc, and several other long-term asset managers with concentrated positions in BANK OF THE JAMES FINANCIAL (BOTJ).
This page ranks the largest institutional BOTJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
42
Total Reported Value
$36.92M
Largest Holder
Fourthstone Llc
Largest Position
$8.60M
Insider Transactions (90d)
2
Latest Filing Quarter
Q2 2026
New Institutional Positions
46
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fourthstone Llc | 6.12% | 334,491 | $8,600,422 | $8,174,960 | -$425,462 | -4.95% | |
| Pettyjohn, Wood & White, Inc | 0.81% | 218,859 | $5,585,275 | $5,348,914 | -$236,361 | -4.23% | |
| Vanguard Capital Management Llc | 0.00% | 159,256 | $4,064,213 | $3,892,217 | -$171,996 | -4.23% | |
| Captrust Financial Advisors | 0.01% | 143,977 | $3,674,293 | $3,518,798 | -$155,495 | -4.23% | |
| Daytona Street Capital Llc | 1.74% | 88,722 | $2,451,386 | $2,168,366 | -$283,020 | -11.55% | |
| Dimensional Fund Advisors Lp | 0.00% | 52,174 | $1,399,938 | $1,275,133 | -$124,805 | -8.92% | |
| North Reef Capital Management Lp | 0.05% | 50,132 | $1,279,369 | $1,225,226 | -$54,143 | -4.23% | |
| Bridgeway Capital Management, Llc | 0.02% | 37,682 | $961,645 | $920,948 | -$40,697 | -4.23% | |
| Geode Capital Management, Llc | 0.00% | 34,759 | $932,912 | $849,510 | -$83,402 | -8.94% | |
| Susquehanna International Group, Llp | 0.00% | 35,058 | $894,680 | $856,818 | -$37,862 | -4.23% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 30,177 | $770,117 | $737,526 | -$32,591 | -4.23% |
| Empowered Funds, Llc | 0.00% | 24,682 | $629,885 | $603,228 | -$26,657 | -4.23% | |
| Blackrock, Inc. | 0.00% | 24,219 | $618,069 | $591,912 | -$26,157 | -4.23% | |
| Vanguard Fiduciary Trust Co | 0.00% | 23,976 | $611,868 | $585,973 | -$25,895 | -4.23% | |
| First Manhattan Co. Llc. | 0.00% | 22,311 | $569,377 | $545,281 | -$24,096 | -4.23% | |
| Lpl Financial Llc | 0.00% | 19,078 | $511,863 | $466,266 | -$45,597 | -8.91% | |
| Hillsdale Investment Management Inc. | 0.01% | 17,000 | $433,840 | $415,480 | -$18,360 | -4.23% | |
| Montvue Capital Management, Inc. | 0.21% | 13,297 | $356,759 | $324,979 | -$31,780 | -8.91% | |
| Krilogy Financial Llc | 0.01% | 12,100 | $328,757 | $295,724 | -$33,033 | -10.05% | |
| Rfg - Bristol Wealth Advisors, Llc | 0.07% | 11,430 | $306,678 | $279,349 | -$27,329 | -8.91% | |
| Fiduciary Trust Co | 0.00% | 10,048 | $256,425 | $245,573 | -$10,852 | -4.23% | |
| Marshall Wace, Llp | 0.00% | 9,615 | $245,375 | $234,991 | -$10,384 | -4.23% | |
| Northern Trust Corp | 0.00% | 9,095 | $232,104 | $222,282 | -$9,822 | -4.23% | |
| State Street Corp | 0.00% | 8,700 | $222,024 | $212,628 | -$9,396 | -4.23% | |
| Envestnet Asset Management Inc | 0.00% | 8,640 | $220,491 | $211,162 | -$9,329 | -4.23% | |
| Wells Fargo & Company/Mn | 0.00% | 6,350 | $162,057 | $155,194 | -$6,863 | -4.23% | |
| Atlantic Union Bankshares Corp | 0.00% | 6,000 | $153,120 | $146,640 | -$6,480 | -4.23% | |
| Osaic Holdings, Inc. | 0.00% | 5,548 | $141,585 | $135,593 | -$5,992 | -4.23% | |
| Morgan Stanley | 0.00% | 4,010 | $102,338 | $98,004 | -$4,334 | -4.23% | |
| Vanguard Global Advisers, Llc | 0.00% | 2,910 | $74,263 | $71,120 | -$3,143 | -4.23% | |
| Los Angeles Capital Management Llc | 0.00% | 1,416 | $36,136 | $34,607 | -$1,529 | -4.23% | |
| Russell Investments Group, Ltd. | 0.00% | 1,019 | $27,553 | $24,904 | -$2,649 | -9.61% | |
| Ubs Group Ag | 0.00% | 853 | $21,769 | $20,847 | -$922 | -4.23% | |
| Farther Finance Advisors, Llc | 0.00% | 476 | $12,771 | $11,633 | -$1,138 | -8.91% | |
| Citigroup Inc | 0.00% | 356 | $9,551 | $8,701 | -$850 | -8.90% | |
| Tower Research Capital Llc (Trc) | 0.00% | 304 | $7,758 | $7,430 | -$328 | -4.23% | |
| Jones Financial Companies Lllp | 0.00% | 300 | $7,353 | $7,332 | -$21 | -0.29% | |
| Jpmorgan Chase & Co | 0.00% | 81 | $2,001 | $1,980 | -$21 | -1.07% | |
| Acadian Asset Management Llc | 0.00% | 44,829 | $1,194 | $1,095,621 | +$1,094,427 | +91660.53% | |
| Barclays Plc | 0.00% | 8 | $215 | $196 | -$19 | -9.06% | |
| Sbi Securities Co., Ltd. | 0.00% | 2 | $54 | $49 | -$5 | -9.48% | |
| Caitong International Asset Management Co., Ltd | 0.00% | 1 | $27 | $24 | -$3 | -9.48% |
Frequently asked questions about BOTJ
Who are the largest institutional holders of BOTJ?
The largest institutional holders of BOTJ reported in the latest SEC Form 13F filings include Fourthstone Llc, Pettyjohn, Wood & White, Inc, Vanguard Capital Management Llc, Captrust Financial Advisors, and Daytona Street Capital Llc. InsiderSet ranks institutional holders by their latest reported BOTJ position.
What is BOTJ institutional ownership?
This page tracks BOTJ positions reported by institutional investment managers through SEC Form 13F. BANK OF THE JAMES FINANCIAL (BOTJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BOTJ?
InsiderSet currently tracks 42 institutional managers reporting BOTJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BOTJ shareholders.
How much BOTJ stock do institutions own?
Institutional investment managers disclosed approximately $36.92M in BOTJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BOTJ institutional ownership last updated?
The latest BOTJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BOTJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BOTJ position after the reporting date.
Are institutions buying or selling BOTJ?
Institutional buying and selling can be analyzed by comparing BOTJ positions across consecutive 13F reporting periods. InsiderSet's BOTJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BOTJ ownership changes.
How has BOTJ institutional ownership changed over time?
InsiderSet tracks BOTJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.