Who owns BANK OF THE JAMES FINANCIAL GROUP INC?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BOTJ from SEC Form 13F filings across 45 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 45 institutions disclosed 1.4M shares of BANK OF THE JAMES FINANCIAL GROUP INC worth $36.5M — about 31.7% of shares outstanding; the largest disclosed holder is Fourthstone LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
45
13F holders
$36.5M
value, 2026 filers
31.7%
of shares outstanding (1.4M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BOTJ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | 334,491 | $8.6M | 6.1% | 7.4% | -13.2% |
| 2 | PETTYJOHN, WOOD & WHITE, INC | 218,859 | $5.6M | 0.8% | 4.8% | -2.4% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 159,256 | $4.1M | 0.0% | 3.5% | -0.3% |
| 4 | CAPTRUST FINANCIAL ADVISORS | 143,977 | $3.7M | 0.0% | 3.2% | -2.3% |
| 5 | Daytona Street Capital LLC | 79,078 | $2.0M | 1.5% | 1.7% | -49.7% |
| 6 | North Reef Capital Management LPNEW | 50,132 | $1.3M | 0.0% | 1.1% | new |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 42,202 | $1.1M | 0.0% | 0.9% | +19.0% |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 37,682 | $961,645 | 0.0% | 0.8% | +4.0% |
| 9 | DIMENSIONAL FUND ADVISORS LP | 37,178 | $948,356 | 0.0% | 0.8% | +11.1% |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 35,058 | $894,680 | 0.0% | 0.8% | new |
| 11 | RENAISSANCE TECHNOLOGIES LLCNEW | 30,177 | $770,117 | 0.0% | 0.7% | new |
| 12 | Empowered Funds, LLC | 24,682 | $629,885 | 0.0% | 0.5% | +6.2% |
| 13 | BlackRock, Inc. | 24,219 | $618,069 | 0.0% | 0.5% | +124.3% |
| 14 | VANGUARD FIDUCIARY TRUST CO | 23,976 | $611,868 | 0.0% | 0.5% | -7.2% |
| 15 | FIRST MANHATTAN CO. LLC. | 22,311 | $569,377 | 0.0% | 0.5% | 0.0% |
| 16 | LPL Financial LLC | 19,054 | $486,248 | 0.0% | 0.4% | +33.1% |
| 17 | Krilogy Financial LLC | 18,900 | $482,328 | 0.0% | 0.4% | -34.6% |
| 18 | Hillsdale Investment Management Inc.NEW | 17,000 | $433,840 | 0.0% | 0.4% | new |
| 19 | MontVue Capital Management, Inc. | 13,297 | $339,340 | 0.2% | 0.3% | +6.1% |
| 20 | ACADIAN ASSET MANAGEMENT LLC | 12,643 | $318 | 0.0% | 0.3% | +522.8% |
| 21 | RFG - Bristol Wealth Advisors, LLC | 11,391 | $290,698 | 0.1% | 0.3% | +0.4% |
| 22 | Fiduciary Trust CoNEW | 10,048 | $256,425 | 0.0% | 0.2% | new |
| 23 | MARSHALL WACE, LLPNEW | 9,615 | $245,375 | 0.0% | 0.2% | new |
| 24 | NORTHERN TRUST CORPNEW | 9,095 | $232,104 | 0.0% | 0.2% | new |
| 25 | STATE STREET CORPNEW | 8,700 | $222,024 | 0.0% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.