| 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, 24 institutional investors reported holding 1,142,005 shares of BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock (BOTJ). This represents 25% of the company’s total 4,483,667 outstanding shares.
The largest institutional shareholders of BANK OF THE JAMES FINANCIAL GROUP INC - Common Stock (BOTJ) together control 25% 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 | 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% | 4,025 | +12% | 0% | $62,804 |
| 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 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,142,005 | $17,860,033 | +$1,548,561 | $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 | +$752,822 | $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 | +$1,294,981 | $10.36 | 20 |
| 2023 Q4 | 843,791 | $10,235,020 | +$175,591 | $12.22 | 18 |
| 2023 Q3 | 818,757 | $8,497,343 | -$46,238 | $10.50 | 18 |
| 2023 Q2 | 836,776 | $7,684,350 | -$599,340 | $9.10 | 22 |
| 2023 Q1 | 876,701 | $9,213,996 | -$1,426,318 | $10.51 | 23 |
| 2022 Q4 | 1,010,118 | $12,215,014 | +$777,170 | $11.91 | 23 |
| 2022 Q3 | 1,173,510 | $14,853,000 | -$1,836,692 | $12.63 | 20 |
| 2022 Q2 | 1,311,001 | $16,927,000 | -$951,931 | $12.99 | 20 |
| 2022 Q1 | 1,385,732 | $20,553,000 | -$15,114 | $14.89 | 23 |
| 2021 Q4 | 1,385,254 | $21,399,000 | -$217,847 | $15.45 | 22 |
| 2021 Q3 | 1,399,302 | $20,206,000 | -$50,475 | $14.40 | 21 |
| 2021 Q2 | 1,402,926 | $22,435,000 | +$776,968 | $16.00 | 23 |
| 2021 Q1 | 1,355,077 | $19,407,000 | +$317,381 | $14.20 | 23 |
| 2020 Q4 | 1,332,651 | $16,265,000 | -$433,738 | $12.12 | 19 |
| 2020 Q3 | 1,369,581 | $13,370,000 | +$4,748 | $9.75 | 18 |
| 2020 Q2 | 1,368,948 | $12,914,000 | -$185,637 | $9.44 | 16 |
| 2020 Q1 | 1,391,700 | $12,115,000 | -$303,234 | $8.75 | 21 |
| 2019 Q4 | 1,426,061 | $21,781,233 | +$383,772 | $15.27 | 19 |
| 2019 Q3 | 1,446,219 | $20,681,000 | -$281,276 | $14.30 | 20 |
| 2019 Q2 | 1,465,925 | $21,633,000 | +$243,230 | $14.76 | 18 |
| 2019 Q1 | 1,449,528 | $19,886,000 | -$3,088 | $13.72 | 19 |
| 2018 Q4 | 1,449,770 | $18,860,716 | -$16,468 | $13.00 | 19 |
| 2018 Q3 | 1,447,187 | $22,881,000 | -$351,100 | $15.81 | 20 |
| 2018 Q2 | 1,468,110 | $24,294,000 | +$1,289,258 | $16.55 | 21 |
| 2018 Q1 | 1,390,196 | $21,230,000 | +$165,396 | $15.29 | 18 |
| 2017 Q4 | 1,367,959 | $20,560,948 | -$745,033 | $14.94 | 16 |
| 2017 Q3 | 1,528,860 | $22,167,000 | -$191,696 | $14.50 | 18 |
| 2017 Q2 | 1,542,007 | $23,069,000 | +$1,024,936 | $14.96 | 17 |
| 2017 Q1 | 1,472,712 | $21,540,000 | -$30,268 | $14.62 | 18 |
| 2016 Q4 | 1,459,920 | $22,147,000 | +$358,453 | $15.17 | 17 |
| 2016 Q3 | 1,372,600 | $16,674,000 | -$762,230 | $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 | -$561,813 | $11.71 | 19 |
| 2015 Q4 | 1,395,758 | $18,037,000 | +$12,668,844 | $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 | 370,863 | $3,997,000 | +$302,820 | $10.77 | 9 |
| 2014 Q4 | 324,892 | $3,346,000 | +$285,909 | $10.30 | 9 |
| 2014 Q3 | 299,291 | $2,685,000 | +$182,328 | $8.98 | 9 |
| 2014 Q2 | 279,005 | $2,485,000 | +$118,355 | $8.91 | 7 |
| 2014 Q1 | 265,617 | $2,454,000 | +$1,671,544 | $9.24 | 6 |