EAGLE FINANCIAL SERVICES INC - Common Stock, par value $2.50 per share (EFSI) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock, par value $2.50 per share
Symbol
EFSI on Nasdaq
Shares outstanding
5,378,175
Price per share
$39.80
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
1,734,314
Total reported value
$69,012,030
% of total 13F portfolios
0%
Share change
+255,176
Value change
+$10,170,300
Number of holders
47
Price from insider filings
$39.80
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of EAGLE FINANCIAL SERVICES INC - Common Stock, par value $2.50 per share (EFSI) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
Fourthstone LLC 8.4% +63% $18,063,667 +$7,264,736 453,918 +67% Fourthstone LLC 31 Dec 2025
WELLINGTON MANAGEMENT GROUP LLP 6.3% $10,002,906 335,668 Wellington Management Group LLP 31 Mar 2025
VANGUARD GROUP INC 5.7% $11,669,230 306,800 The Vanguard Group 30 Sep 2025
BlackRock, Inc. 5.2% $11,106,270 279,052 BlackRock, Inc. 31 Dec 2025

As of 31 Dec 2025, 47 institutional investors reported holding 1,734,314 shares of EAGLE FINANCIAL SERVICES INC - Common Stock, par value $2.50 per share (EFSI). This represents 32% of the company’s total 5,378,175 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of EAGLE FINANCIAL SERVICES INC - Common Stock, par value $2.50 per share (EFSI) together control 32% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Fourthstone LLC 8.4% 453,918 +64% 3.4% $18,063,667
VANGUARD GROUP INC 5.6% 302,047 -1.5% 0% $12,019,961
BlackRock, Inc. 5.3% 282,972 +4.4% 0% $11,260,871
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 2.4% 128,280 -1.3% 4.7% $5,104,908
GEODE CAPITAL MANAGEMENT, LLC 2% 105,881 -1.7% 0% $4,214,379
STATE STREET CORP 1.6% 85,007 -1.2% 0% $3,382,854
UBS Group AG 1.4% 73,094 +2935% 0% $2,908,776
BANC FUNDS CO LLC 1.2% 65,000 0% 0.51% $2,586,675
CHOREO, LLC 1.1% 60,400 0% 0.03% $2,398,484
MORGAN STANLEY 0.59% 31,955 +9.2% 0% $1,271,651
BARCLAYS PLC 0.35% 18,697 +4% 0% $744,047
DIMENSIONAL FUND ADVISORS LP 0.29% 15,724 +53% 0% $625,709
Bank of New York Mellon Corp 0.29% 15,645 +38% 0% $622,590
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.26% 13,928 0% 0% $554,265
Expressive Wealth LLC 0.22% 11,799 0% 0.51% $469,541
COMMONWEALTH EQUITY SERVICES, LLC 0.2% 11,016 0% 0% $438,380
WELLS FARGO & COMPANY/MN 0.2% 10,771 +4.4% 0% $428,633
Reynders McVeigh Capital Management, LLC 0.18% 9,875 -3.4% 0.02% $393,000
Wealthspire Advisors, LLC 0.18% 9,741 0% 0% $387,644
Nuveen, LLC 0.11% 5,999 0% 0% $238,730
RHUMBLINE ADVISERS 0.06% 3,362 -18% 0% $133,784
MetLife Investment Management, LLC 0.06% 3,083 0% 0% $122,688
EVERMAY WEALTH MANAGEMENT LLC 0.05% 2,609 0% 0.01% $103,826
NEW YORK STATE COMMON RETIREMENT FUND 0.04% 2,400 0% 0% $95,508
DEUTSCHE BANK AG\ 0.04% 2,355 -3.4% 0% $93,729

Institutional Holders of EAGLE FINANCIAL SERVICES INC - Common Stock, par value $2.50 per share (EFSI) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 1,734,314 $69,012,030 +$10,170,300 $39.80 47
2025 Q3 2,404,244 $90,953,014 +$2,931,260 $37.83 64
2025 Q2 2,341,905 $71,709,911 +$4,833,578 $30.62 48
2025 Q1 2,158,084 $70,764,268 +$70,764,268 $32.79 30
2024 Q1 0 $0 -$328,000 $39.80 0
2023 Q4 10,944 $328,000 -$195,589 $29.97 1
2023 Q3 17,470 $557,000 -$846,946 $31.88 1
2023 Q2 44,034 $1,343,000 -$78,871 $30.50 1
2023 Q1 46,620 $1,583,000 $33.96 1
2022 Q4 46,620 $1,676,000 $35.95 1
2022 Q3 46,620 $1,721,000 $36.92 1
2022 Q2 46,620 $1,652,000 $35.44 1
2022 Q1 46,620 $1,653,000 $35.46 1
2021 Q4 46,620 $1,615,000 $34.64 1
2021 Q3 46,620 $1,594,000 $34.19 1
2021 Q2 46,620 $1,590,000 $34.11 1
2021 Q1 46,620 $1,491,000 -$180,940 $31.98 1
2020 Q4 53,089 $1,566,452 -$60,298 $29.50 2
2020 Q3 55,133 $1,389,000 -$169,591 $25.20 2
2020 Q2 61,865 $1,590,000 -$128,532 $25.69 2
2020 Q1 66,865 $1,598,875 $23.91 2
2019 Q4 66,865 $2,076,125 +$776,235 $31.05 2
2019 Q3 41,865 $1,236,000 -$19,000 $29.52 2
2019 Q2 42,475 $1,089,500 -$116,295 $31.00 3
2019 Q1 47,475 $1,450,875 -$4,672 $30.55 3
2018 Q4 47,625 $1,459,000 -$1,039,563 $30.96 3
2018 Q3 81,725 $3,048,000 -$763,000 $37.30 3
2018 Q2 102,962 $3,705,000 +$54,000 $35.98 3
2018 Q1 101,462 $3,328,000 $32.80 3
2017 Q4 101,462 $3,246,680 -$659,840 $32.00 3
2017 Q3 122,082 $3,571,000 -$43,084 $29.25 3
2017 Q2 123,557 $3,862,000 +$262,000 $31.27 3
2017 Q1 115,181 $3,272,000 $28.41 2
2016 Q4 115,181 $2,966,000 $25.75 2
2016 Q3 115,181 $2,701,000 +$19,184 $23.45 2
2016 Q2 114,363 $2,619,000 $22.90 2
2016 Q1 114,363 $2,197,000 +$87,920 $20.63 2
2015 Q4 109,563 $2,520,000 +$198,173 $23.00 2
2015 Q3 100,948 $2,324,000 -$91,859 $23.04 2
2015 Q2 104,928 $2,466,000 +$20,234 $23.50 2
2015 Q1 104,067 $2,550,000 +$14,800 $24.50 2
2014 Q4 103,463 $2,411,000 +$693,698 $23.31 2
2014 Q3 73,689 $1,743,000 $23.66 2
2014 Q2 73,689 $1,739,000 +$64,614 $23.60 2
2014 Q1 70,952 $1,632,000 -$11,499 $23.00 2