Bank of the James Financial Group Ownership | Who Owns Bank of the James Financial Group?

Bank of the James Financial Group Ownership Summary

Bank of the James Financial Group is owned by 22.91% institutional investors, 15.63% insiders, and 61.45% retail investors. Pettyjohn, wood & white is the largest institutional shareholder, holding 5.77% of BOTJ shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 2.51% of its assets in Bank of the James Financial Group shares.

BOTJ Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Bank of the James Financial Group	22.91%	15.63%	61.45%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	54.07%	12.53%	33.40%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Pettyjohn, wood & white	261.93K	5.77%	$4.01M
Vanguard group	185.15K	4.08%	$2.89M
Fourthstone	161.05K	3.54%	$2.56M
Captrust financial advisors	143.48K	3.16%	$2.02M
Inspire investing	72.36K	1.59%	$1.11M
Geode capital management	40.95K	0.90%	$639.06K
Bridgeway capital management	33.60K	0.74%	$514.38K
Krilogy financial	33.53K	0.74%	$568.38K
Dimensional fund advisors lp	32.66K	0.72%	$509.57K
Empowered funds	22.37K	0.49%	$314.75K

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Pettyjohn, wood & white	261.93K	0.73%	$4.01M
Fourthstone	161.05K	0.50%	$2.56M
Salzhauer michael	18.69K	0.14%	$291.56K
Montvue capital management	13.03K	0.14%	$203.22K
Inspire investing	72.36K	0.12%	$1.11M
Rfg - bristol wealth advisors	11.21K	0.05%	$174.81K
Krilogy financial	33.53K	0.02%	$568.38K
Bridgeway capital management	33.60K	0.01%	$514.38K
Captrust financial advisors	143.48K	0.00%	$2.02M
Empowered funds	22.37K	0.00%	$314.75K

Top Buyers

Holder	Shares	% Assets	Change
Fourthstone	161.05K	0.50%	67.93K
Krilogy financial	33.53K	0.02%	33.53K
Pettyjohn, wood & white	261.93K	0.73%	6.36K
Atlantic union bankshares	6.00K	0.00%	6.00K
Raymond james financial	1.95K	-	1.95K

Top Sellers

Holder	Shares	% Assets	Change
Raymond james financial services advisors	-	-	-37.97K
Banc funds	-	-	-23.03K
Commonwealth equity services	-	-	-12.83K
Fiduciary trust	-	-	-12.41K
Renaissance	-	-	-11.48K

New Positions

Holder	Shares	% Assets	Change	Value
Krilogy financial	33.53K	0.02%	33.53K	$568.38K
Atlantic union bankshares	6.00K	0.00%	6.00K	$93.60K
Raymond james financial	1.95K	-	1.95K	$27.39K

Sold Out

Holder	Change
Innealta capital	-15.00
Northwestern mutual wealth management	-259.00
Ubs group	-3.04K
Advisor group	-10.10K
Renaissance	-11.48K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2025	23	-8.00%	1,040,967	1.73%	22	4.52%	11	-21.43%	2	-60.00%
Mar 31, 2025	25	4.17%	1,023,443	-2.32%	22	4.24%	15	25.00%	5	25.00%
Dec 31, 2024	24	4.35%	1,047,786	5.71%	23	4.85%	12	-7.69%	4	-20.00%
Sep 30, 2024	23	15.00%	991,233	7.16%	21	5.26%	13	62.50%	5	-28.57%
Jun 30, 2024	20	-	924,987	-4.68%	20	4.50%	8	-11.11%	7	16.67%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	114.19K	2.51%	-
Vanguard Total Stock Mkt Idx Inv	111.75K	2.46%	-2.44K
Inspire Tactical Balanced ETF	72.36K	1.59%	-
Vanguard Institutional Extnd Mkt Idx Tr	52.22K	1.15%	-23.80K
EA Bridgeway Omni Small-Cap Value ETF	23.24K	0.51%	-
Fidelity Extended Market Index	21.67K	0.48%	-179.00
Bridgeway Omni Small-Cap Value	13.00K	0.29%	-
Bridgeway Omni Small-Cap Value N	13.00K	0.29%	-
iShares Micro-Cap ETF	9.29K	0.20%	-
DFA US Core Equity 2 I	8.41K	0.19%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 25, 2025	BRYANT WILLIAM C III	-	Buy	$38.96K
Aug 14, 2025	SCRUGGS J TODD	Secretary-Treasurer	Buy	$5.09K
Aug 13, 2025	ADDISON LEWIS C	-	Buy	$1.88K
Aug 12, 2025	UMBERGER HARRY P JR	EVP - Chief Credit Officer	Buy	$1.92K
Aug 11, 2025	SYREK MICHAEL A	President - Bank of the James	Buy	$3.39K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	6	-
2025 Q2	8	-
2024 Q4	-	-
2024 Q1	8	-
2023 Q4	11	-

BOTJ Ownership FAQ

Who Owns Bank of the James Financial Group?

Bank of the James Financial Group shareholders are primarily institutional investors at 22.91%, followed by 15.63% insiders and 61.46% retail investors. The average institutional ownership in Bank of the James Financial Group's industry, Regional Banks Stocks, is 54.07%, which Bank of the James Financial Group falls below.

Who owns the most shares of Bank of the James Financial Group?

Bank of the James Financial Group’s largest shareholders are Pettyjohn, wood & white (261.93K shares, 5.77%), Vanguard group (185.15K shares, 4.08%), and Fourthstone (161.05K shares, 3.54%). Together, they hold 13.39% of Bank of the James Financial Group’s total shares outstanding.

Does Blackrock own Bank of the James Financial Group?

BlackRock is not among the top 10 institutional shareholders of Bank of the James Financial Group.

Who is Bank of the James Financial Group’s biggest shareholder by percentage of total assets invested?

Pettyjohn, wood & white is Bank of the James Financial Group’s biggest shareholder by percentage of total assets invested, with 0.73% of its assets in 261.93K Bank of the James Financial Group shares, valued at 4.01M$.

Who is the top mutual fund holder of Bank of the James Financial Group shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Bank of the James Financial Group shares, with 2.51% of its total shares outstanding invested in 114.19K Bank of the James Financial Group shares.

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