BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock (BOTJ)

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / Common Stock
Symbol
BOTJ on Nasdaq
Shares outstanding
4,483,667
Price per share
$15.60
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
1,142,004
Holdings value
$17,860,003
% of all portfolios
0%
Share change
+95,955
Value change
+$1,548,544
Average buys %
+0%
Average sells %
-0%
Number of holders
24
Price from insider filings
$17.59
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock (BOTJ) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
PETTYJOHN, WOOD & WHITE, INC 5.7% $3,710,862 255,569 PETTYJOHN, WOOD & WHITE, INC 30 Sep 2024
As of 30 Sep 2025, BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock (BOTJ) has 24 institutional shareholders filing 13F forms. They hold 1,142,004 shares of 4,483,667 outstanding shares (25%) .

Top 25 institutional shareholders own 25% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
Fourthstone LLC 6.5% 291,782 +29% 0.82% $4,551,799
PETTYJOHN, WOOD & WHITE, INC 5.7% 255,975 -0.42% 0.66% $3,993,208
VANGUARD GROUP INC 4.1% 185,154 -3.9% 0% $2,888,403
CAPTRUST FINANCIAL ADVISORS 3.2% 143,088 -0.27% 0% $2,232,173
GEODE CAPITAL MANAGEMENT, LLC 0.91% 40,954 +2.4% 0% $639,058
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.81% 36,238 +2.5% 0.01% $565,313
Krilogy Financial LLC 0.75% 33,533 0.02% $568,384
DIMENSIONAL FUND ADVISORS LP 0.73% 32,665 0% 0% $509,574
Empowered Funds, LLC 0.52% 23,238 +3.9% 0% $362,513
FIRST MANHATTAN CO. LLC. 0.5% 22,311 0% 0% $348,052
SALZHAUER MICHAEL 0.42% 18,690 0% 0.19% $291,564
MontVue Capital Management, Inc. 0.29% 13,027 0% 0.14% $203,222
RFG - Bristol Wealth Advisors, LLC 0.25% 11,205 +0.61% 0.05% $174,805
BlackRock, Inc. 0.22% 10,077 +2.8% 0% $157,202
WELLS FARGO & COMPANY/MN 0.14% 6,342 -0.02% 0% $98,935
Atlantic Union Bankshares Corp 0.13% 6,000 0% $93,600
OSAIC HOLDINGS, INC. 0.11% 5,116 +0.65% 0% $80,425
MORGAN STANLEY 0.09% 4,024 +12% 0% $62,774
ACADIAN ASSET MANAGEMENT LLC 0.05% 2,139 0% 0% $32,000
JONES FINANCIAL COMPANIES LLLP 0.01% 300 0% 0% $4,722
Tower Research Capital LLC (TRC) 0% 135 -54% 0% $2,106
FMR LLC 0% 5 0% 0% $78
BANK OF AMERICA CORP /DE/ 0% 4 -90% 0% $62
SBI Securities Co., Ltd. 0% 2 0% 0% $31
RAYMOND JAMES FINANCIAL INC 0% 0 -100% $0

Institutional Holders of BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock (BOTJ) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 1,142,004 $17,860,003 +$1,548,544 $15.60 24
2025 Q2 1,046,049 $14,713,738 +$300,827 $14.06 24
2025 Q1 1,023,276 $15,122,512 -$400,879 $14.78 25
2024 Q4 1,047,786 $16,178,731 +$752,820 $15.60 24
2024 Q3 991,232 $13,619,134 +$896,315 $13.74 23
2024 Q2 924,986 $10,414,238 -$464,547 $11.26 20
2024 Q1 970,373 $10,052,951 +$1,294,972 $10.36 20
2023 Q4 845,376 $10,254,391 +$175,602 $12.22 19
2023 Q3 818,757 $8,497,343 -$46,237 $10.50 18
2023 Q2 836,776 $7,684,350 -$599,340 $9.10 22
2023 Q1 876,701 $9,213,996 -$1,426,319 $10.51 23
2022 Q4 1,010,939 $12,228,014 +$777,169 $11.93 24
2022 Q3 1,173,510 $14,853,000 -$1,835,468 $12.63 20
2022 Q2 1,311,746 $16,937,000 -$948,603 $13.00 21
2022 Q1 1,385,732 $20,553,000 -$15,113 $14.89 23
2021 Q4 1,385,254 $21,399,000 -$217,847 $15.45 22
2021 Q3 1,399,302 $20,206,000 -$50,473 $14.40 21
2021 Q2 1,402,926 $22,435,000 +$777,155 $16.00 23
2021 Q1 1,354,964 $19,405,000 +$328,674 $14.20 22
2020 Q4 1,332,651 $16,265,000 -$432,733 $12.12 19
2020 Q3 1,369,684 $13,371,000 +$5,748 $9.75 19
2020 Q2 1,368,948 $12,914,000 -$185,639 $9.44 16
2020 Q1 1,391,700 $12,115,000 -$303,234 $8.75 21
2019 Q4 1,426,161 $21,783,233 +$385,771 $15.27 20
2019 Q3 1,446,219 $20,681,000 -$281,273 $14.30 20
2019 Q2 1,465,925 $21,633,000 +$243,230 $14.76 18
2019 Q1 1,449,528 $19,886,000 -$3,089 $13.72 19
2018 Q4 1,449,770 $18,860,716 -$19,265 $13.00 19
2018 Q3 1,447,187 $22,881,000 -$351,099 $15.81 20
2018 Q2 1,468,110 $24,294,000 +$1,289,260 $16.55 21
2018 Q1 1,390,196 $21,230,000 +$166,905 $15.29 18
2017 Q4 1,379,070 $20,730,948 -$740,388 $14.94 17
2017 Q3 1,539,668 $22,324,000 -$34,696 $14.50 19
2017 Q2 1,542,007 $23,069,000 +$1,025,706 $14.96 17
2017 Q1 1,474,183 $21,561,000 -$340 $14.62 19
2016 Q4 1,460,020 $22,149,000 +$360,453 $15.17 18
2016 Q3 1,372,600 $16,674,000 -$762,232 $12.15 21
2016 Q2 1,435,390 $17,585,000 +$1,073,696 $12.25 20
2016 Q1 1,347,780 $15,780,533 -$561,811 $11.71 19
2015 Q4 1,395,758 $18,037,000 +$12,668,867 $12.93 17
2015 Q3 415,392 $4,654,000 +$155,921 $11.20 12
2015 Q2 401,456 $4,558,000 +$173,842 $11.34 12
2015 Q1 386,101 $3,998,641 +$305,892 $10.77 10
2014 Q4 356,720 $3,528,466 +$285,909 $10.29 11
2014 Q3 331,927 $2,843,349 +$182,327 $8.97 11
2014 Q2 311,641 $2,642,339 +$118,354 $8.90 9
2014 Q1 298,253 $2,617,390 +$1,671,538 $9.23 8