Eagle Financial Services Ownership | Who Owns Eagle Financial Services?

Eagle Financial Services Ownership Summary

Eagle Financial Services is owned by 44.51% institutional investors, 14.27% insiders, and 41.22% retail investors. Wellington management group llp is the largest institutional shareholder, holding 6.12% of EFSI shares.

EFSI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Eagle Financial Services	44.51%	14.27%	41.22%
Industry	Regional Banks Stocks	39.22%	12.54%	48.24%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Wellington management group llp	329.39K	6.12%	$12.46M
Vanguard group	306.80K	5.70%	$11.61M
Fourthstone	276.79K	5.15%	$10.47M
Blackrock funding, inc. /de	271.00K	5.04%	$10.25M
Maltese capital management	190.00K	3.53%	$7.19M
Alliancebernstein	148.46K	2.76%	$5.62M
Graham capital wealth management	129.92K	2.42%	$4.91M
Ejf capital	117.67K	2.19%	$4.45M
Geode capital management	107.77K	2.00%	$4.08M
State street	86.01K	1.60%	$3.25M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Graham capital wealth management	129.92K	5.01%	$4.91M
Ejf capital	117.67K	2.59%	$4.45M
Fourthstone	276.79K	1.88%	$10.47M
Maltese capital management	190.00K	1.09%	$7.19M
Banc funds	65.00K	0.43%	$2.46M
Elco management	5.51K	0.11%	$208.63K
Choreo	60.40K	0.03%	$2.28M
Reynders mcveigh capital management	10.22K	0.02%	$387.00K
Howe & rusling	6.50K	0.02%	$245.90K
Evermay wealth management	2.61K	0.01%	$98.70K

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	306.80K	0.00%	157.33K
State street	86.01K	0.00%	39.27K
United capital financial advisers	16.19K	0.00%	16.19K
Blackrock funding, inc. /de	271.00K	0.00%	10.83K
Dimensional fund advisors lp	10.29K	0.00%	10.29K

Top Sellers

Holder	Shares	% Assets	Change
Jacobs asset management	-	-	-78.24K
Alliancebernstein	148.46K	0.00%	-58.77K
Mendon capital advisors	-	-	-54.00K
Verition fund management	-	-	-49.78K
Maltese capital management	190.00K	1.09%	-27.50K

New Positions

Holder	Shares	% Assets	Change	Value
United capital financial advisers	16.19K	0.00%	16.19K	$612.54K
Dimensional fund advisors lp	10.29K	0.00%	10.29K	$389.43K
Two sigma advisers, lp	7.80K	0.00%	7.80K	$295.07K
Nuveen	6.00K	0.00%	6.00K	$226.94K
Trexquant investment lp	5.82K	0.00%	5.82K	$220.09K

Sold Out

Holder	Change
Raymond james financial	-2.70K
Squarepoint ops	-7.34K
Boothbay fund management	-20.00K
Marshall wace, llp	-23.22K
Soros fund management	-25.00K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Sep 30, 2025	60	39.53%	2,394,001	16.38%	44	3.04%	37	8.82%	13	160.00%
Jun 30, 2025	47	62.07%	2,331,326	13.27%	43	2.14%	36	24.14%	7	-
Mar 31, 2025	29	-	2,058,199	-	45	-	29	-	-	-
Dec 31, 2023	1	-	10,944	-37.36%	-	126.59%	-	-	1	-
Sep 30, 2023	1	-	17,470	-60.33%	-	31.69%	-	-	1	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 03, 2025	BRAITHWAITE TODD A	EXECUTIVE OFFICER	Sell	$2.18K
Oct 29, 2025	STOKELY JOHN D JR	-	Sell	$212.83K
Oct 29, 2025	STOKELY JOHN D JR	-	Sell	$2.85K
Jul 31, 2025	SMITH NICHOLAS PETER	EXECUTIVE OFFICER	Buy	$10.00K
Jun 12, 2025	HILL EDWARD III	-	Buy	$29.93K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	3
2025 Q3	1	-
2025 Q2	3	-
2025 Q1	21	1
2024 Q3	-	1

EFSI Ownership FAQ

Who Owns Eagle Financial Services?

Eagle Financial Services shareholders are primarily institutional investors at 44.51%, followed by 14.27% insiders and 41.22% retail investors. The average institutional ownership in Eagle Financial Services's industry, Regional Banks Stocks, is 39.22%, which Eagle Financial Services exceeds.

Who owns the most shares of Eagle Financial Services?

Eagle Financial Services’s largest shareholders are Wellington management group llp (329.4K shares, 6.12%), Vanguard group (306.8K shares, 5.70%), and Fourthstone (276.79K shares, 5.15%). Together, they hold 16.98% of Eagle Financial Services’s total shares outstanding.

Does Blackrock own Eagle Financial Services?

BlackRock is not among the top 10 institutional shareholders of Eagle Financial Services.

Who is Eagle Financial Services’s biggest shareholder by percentage of total assets invested?

Graham capital wealth management is Eagle Financial Services’s biggest shareholder by percentage of total assets invested, with 5.01% of its assets in 129.92K Eagle Financial Services shares, valued at 4.91M$.

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