Bank of the James Financial Group, Inc. (BOTJ) Ownership
BOTJ ownership summary
as of October 18, 2026- Institutions
- 32.1% of shares outstanding
- Insiders
- 12.74% of shares outstanding
- Shares outstanding
- 4.5M
- Float
- 3.7M shares available to trade
- Short interest
- 0.36% 15K shares short
- Days to cover
- 0.37 short interest down 19.0% vs prior month
- Institutions 32.09%
- Insiders 12.74%
- Other investors 55.17%
BOTJ top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | 7.36% | 334K | $9.0M | −51,007 (−13.2%) | June 30, 2026 |
| 2 | Pettyjohn Co | 4.82% | 219K | $5.9M | −5,400 (−2.4%) | June 30, 2026 |
| 3 | Vanguard Capital Management, LLC | 3.51% | 159K | $4.3M | −516 (−0.3%) | June 30, 2026 |
| 4 | CapTrust Financial Advisors | 3.17% | 144K | $3.9M | −3,333 (−2.3%) | June 30, 2026 |
| 5 | Daytona Street Capital LLC | 1.74% | 79K | $2.1M | −78,045 (−49.7%) | June 30, 2026 |
| 6 | North Reef Capital Management LP | 1.10% | 50K | $1.3M | +50,132 (0.0%) | June 30, 2026 |
| 7 | Geode Capital Management, LLC | 0.93% | 42K | $1.1M | +6,747 (+19.0%) | June 30, 2026 |
| 8 | Bridgeway Capital Management, LLC | 0.83% | 38K | $1.0M | +1,444 (+4.0%) | June 30, 2026 |
| 9 | Dimensional Fund Advisors, Inc. | 0.82% | 37K | $997,858 | +3,720 (+11.1%) | June 30, 2026 |
| 10 | Susquehanna International Group, LLP | 0.77% | 35K | $940,957 | +35,058 (0.0%) | June 30, 2026 |
| 11 | Renaissance Technologies Corp | 0.66% | 30K | $809,951 | +30,177 (0.0%) | June 30, 2026 |
| 12 | Empowered Funds, LLC | 0.54% | 25K | $662,465 | +1,444 (+6.2%) | June 30, 2026 |
| 13 | BlackRock Inc | 0.53% | 24K | $650,038 | +13,422 (+124.3%) | June 30, 2026 |
| 14 | Vanguard Fiduciary Trust Co | 0.53% | 24K | $643,516 | −1,861 (−7.2%) | June 30, 2026 |
| 15 | First Manhattan Co. LLC | 0.49% | 22K | $598,827 | — | June 30, 2026 |
| 16 | LPL Financial Corp | 0.42% | 19K | $511,409 | +4,734 (+33.1%) | June 30, 2026 |
| 17 | Krilogy Advisors LLC | 0.42% | 19K | $507,276 | −10,000 (−34.6%) | June 30, 2026 |
| 18 | Hillsdale Investment Management Inc. | 0.37% | 17K | $456,280 | +17,000 (0.0%) | June 30, 2026 |
| 19 | Montvue Capital Management Inc | 0.29% | 13K | $356,891 | +770 (+6.1%) | June 30, 2026 |
| 20 | Acadian Asset Management LLC | 0.28% | 13K | $339,338 | +10,613 (+522.8%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 12 holders added 175K shares and 7 cut 150K.
BOTJ top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.45% | 111K | $3.0M | — | August 31, 2026 |
| 2 | EA Bridgeway Omni Small-Cap Value ETF | 0.60% | 27K | $730,182 | — | September 30, 2026 |
| 3 | Fidelity Extended Market Index | 0.37% | 17K | $449,328 | −2,427 (−12.7%) | August 31, 2026 |
| 4 | iShares Micro-Cap ETF | 0.29% | 13K | $357,375 | −92 (−0.7%) | September 30, 2026 |
| 5 | Bridgeway Omni Small-Cap Value N | 0.29% | 13K | $348,920 | — | June 30, 2026 |
| 6 | Dimensional US Targeted Value ETF | 0.19% | 8,588 | $230,502 | +11 (+0.1%) | September 30, 2026 |
| 7 | DFA US Core Equity 2 I | 0.19% | 8,408 | $225,671 | — | August 31, 2026 |
| 8 | Fidelity Total Market Index | 0.17% | 7,502 | $201,354 | — | August 31, 2026 |
| 9 | DFA US Targeted Value I | 0.14% | 6,277 | $168,475 | +2,337 (+59.3%) | August 31, 2026 |
| 10 | Fidelity Series Total Market Index | 0.13% | 5,934 | $159,269 | — | August 31, 2026 |
| 11 | DFA US Small Cap Value I | 0.10% | 4,368 | $117,237 | +4,368 (0.0%) | August 31, 2026 |
| 12 | DFA US Core Equity 1 I | 0.07% | 3,363 | $90,263 | — | August 31, 2026 |
| 13 | Marsot Inversions SICAV SA | 0.07% | 3,315 | $88,975 | — | July 31, 2026 |
| 14 | Schwab Total Stock Market Index | 0.06% | 2,744 | $73,649 | — | August 31, 2026 |
| 15 | Dimensional US Core Equity 2 ETF | 0.05% | 2,062 | $55,344 | — | September 30, 2026 |
| 16 | Dimensional Global Trgtd Value USD Acc | 0.04% | 2,032 | $54,539 | — | August 31, 2026 |
| 17 | Vanguard Balanced Index Inv | 0.04% | 2,016 | $54,109 | — | August 31, 2026 |
| 18 | DFA US Vector Equity I | 0.04% | 1,690 | $45,360 | — | August 31, 2026 |
| 19 | DFA US Vector Equity Class F | 0.04% | 1,625 | $43,615 | — | July 31, 2026 |
| 20 | Dimensional US Small Cap Value ETF | 0.03% | 1,503 | $40,341 | — | September 24, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
BOTJ insider transactions
latest 18| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-02-20 | Robert R Chapman | Buy | $20.89 | 1,200 | $25,068 |
| 2026-02-19 | William C Bryant III | Buy | $20.82 | 600 | $12,492 |
| 2026-02-12 | William C Bryant III | Buy | $20.00 | 396 | $7,920 |
| 2026-02-10 | Lewis C Addison | Buy | $20.50 | 93 | $1,906 |
| 2025-11-25 | Phillip C Jamerson | Buy | $17.59 | 100 | $1,759 |
| 2025-11-24 | Phillip C Jamerson | Buy | $16.65 | 1,014 | $16,883 |
| 2025-11-18 | Phillip C Jamerson | Buy | $16.75 | 589 | $9,866 |
| 2025-11-17 | Lewis C Addison | Buy | $16.75 | 113 | $1,893 |
| 2025-11-17 | William C Bryant III | Buy | $16.75 | 59 | $988 |
| 2025-08-25 | William C Bryant III | Buy | $15.43 | 2,525 | $38,961 |
| 2025-08-14 | J Todd Scruggs | Buy | $14.30 | 356 | $5,091 |
| 2025-08-13 | Lewis C Addison | Buy | $14.00 | 134 | $1,876 |
| 2025-08-11 | Michael A Syrek | Buy | $13.97 | 250 | $3,492 |
| 2025-05-22 | William C Bryant III | Buy | $14.49 | 6,602 | $95,663 |
| 2025-05-21 | William C Bryant III | Buy | $14.25 | 223 | $3,178 |
| 2025-05-09 | Lewis C Addison | Buy | $14.25 | 349 | $4,973 |
| 2025-05-05 | Michael A Syrek | Buy | $14.00 | 350 | $4,900 |
| 2025-05-05 | Robert R Chapman | Buy | $14.11 | 2,828 | $39,903 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
BOTJ shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns BOTJ
Institutional investors own 32.1% of Bank of the James Financial's shares and insiders 12.74%. The largest holder is Fourthstone LLC with 7.36% of the shares (334K), as of June 30, 2026. Among the top 20 institutions, 12 added shares and 7 reduced their stake in the latest filings. Short interest is 0.36% of the float, or 0.37 days of average trading volume. The share count rose 22.7% since 2014.
Related: BOTJ key metrics, BOTJ dividend history. See the BOTJ stock overview for the latest quote and news.
BOTJ ownership FAQ
Who owns the most Bank of the James Financial stock?
The largest shareholders of Bank of the James Financial are Fourthstone LLC (7.36%), Pettyjohn Co (4.82%), Vanguard Capital Management, LLC (3.51%), CapTrust Financial Advisors (3.17%), Daytona Street Capital LLC (1.74%).
What percentage of Bank of the James Financial is owned by institutions?
Institutions hold 32.1% of Bank of the James Financial's shares outstanding; insiders hold 12.74%.
Which funds own Bank of the James Financial?
The largest fund holders of Bank of the James Financial are Vanguard MStar Total Stk Mkt Idx Invest (2.45%), EA Bridgeway Omni Small-Cap Value ETF (0.60%), Fidelity Extended Market Index (0.37%), iShares Micro-Cap ETF (0.29%), Bridgeway Omni Small-Cap Value N (0.29%).
What is Bank of the James Financial's short interest?
15K shares of Bank of the James Financial were sold short, 0.36% of the float; at the average daily volume it would take 0.37 days to cover.
Are insiders buying or selling Bank of the James Financial?
Of the latest 18 reported insider transactions in Bank of the James Financial (since May 5, 2025), 18 were purchases and 0 were sales.
How many shares of Bank of the James Financial are outstanding?
Bank of the James Financial has 4.5M shares outstanding, of which 3.7M are in the public float.