BANK OF THE JAMES FINL GP IN (BOTJ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
Institutions report 1,440,905 shares against 4,543,338 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Fourthstone LLC | $8.6M | 334,491 | 6.12% | 13q | -13.2%-$1.3M |
| PETTYJOHN, WOOD & WHITE, INC | $5.6M | 218,859 | 0.81% | 31q | -2.4%-$137.8K |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.1M | 159,256 | 0.00% | 2q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $3.7M | 143,977 | 0.01% | 31q | -2.3%-$85.1K |
| Daytona Street Capital LLC | $2.0M | 79,078 | 1.46% | 3q | -49.7%-$2.0M |
| North Reef Capital Management LP | $1.3M | 50,132 | 0.05% | new | NEW |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1M | 42,202 | 0.00% | 16q | +19.0%+$172.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $961.6K | 37,682 | 0.02% | 16q | +4.0%+$36.9K |
| DIMENSIONAL FUND ADVISORS LP | $948.4K | 37,178 | 0.00% | 28q | +11.1%+$94.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $894.7K | 35,058 | 0.00% | new | NEW |
| RENAISSANCE TECHNOLOGIES LLC | $770.1K | 30,177 | 0.00% | new | NEW |
| Empowered Funds, LLC | $629.9K | 24,682 | 0.00% | 2q | +6.2%+$36.9K |
| BlackRock, Inc. | $618.1K | 24,219 | 0.00% | 8q | +124.3%+$342.5K |
| VANGUARD FIDUCIARY TRUST CO | $611.9K | 23,976 | 0.00% | 2q | -7.2%-$47.5K |
| FIRST MANHATTAN CO. LLC. | $569.4K | 22,311 | 0.00% | 31q | HELD |
| LPL Financial LLC | $486.2K | 19,054 | 0.00% | 3q | +33.1%+$120.8K |
| Krilogy Financial LLC | $482.3K | 18,900 | 0.01% | 4q | -34.6%-$255.2K |
| Hillsdale Investment Management Inc. | $433.8K | 17,000 | 0.01% | new | NEW |
| MontVue Capital Management, Inc. | $339.3K | 13,297 | 0.20% | 11q | +6.1%+$19.7K |
| ACADIAN ASSET MANAGEMENT LLC | $318.0K | 12,643 | 0.00% | 31q | +522.8%+$266.9K |
| RFG - Bristol Wealth Advisors, LLC | $290.7K | 11,391 | 0.07% | 7q | HELD |
| Fiduciary Trust Co | $256.4K | 10,048 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $245.4K | 9,615 | 0.00% | new | NEW |
| NORTHERN TRUST CORP | $232.1K | 9,095 | 0.00% | new | NEW |
| STATE STREET CORP | $222.0K | 8,700 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $220.5K | 8,640 | 0.00% | new | NEW |
| Plancorp, LLC | $215.4K | 8,250 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $162.1K | 6,350 | 0.00% | 31q | HELD |
| Atlantic Union Bankshares Corp | $153.1K | 6,000 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $141.6K | 5,548 | 0.00% | new | NEW |
| MORGAN STANLEY | $102.3K | 4,010 | 0.00% | 22q | HELD |
| Vanguard Global Advisers, LLC | $74.3K | 2,910 | 0.00% | 2q | -39.8%-$49.0K |
| Mirae Asset Global Investments Co., Ltd. | $43.4K | 1,701 | 0.00% | new | NEW |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $36.1K | 1,416 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $25.2K | 1,019 | 0.00% | new | NEW |
| UBS Group AG | $21.8K | 853 | 0.00% | 3q | +1321.7%+$20.2K |
| Farther Finance Advisors, LLC | $12.1K | 476 | 0.00% | 3q | HELD |
| Tower Research Capital LLC (TRC) | $7.8K | 304 | 0.00% | 24q | +112.6%+$4.1K |
| JONES FINANCIAL COMPANIES LLLP | $7.4K | 300 | 0.00% | 8q | HELD |
| JPMORGAN CHASE & CO | $2.0K | 81 | 0.00% | new | NEW |
| BARCLAYS PLC | $383 | 15 | 0.00% | new | NEW |
| FMR LLC | $128 | 5 | 0.00% | 5q | HELD |
| Caitong International Asset Management Co., Ltd | $102 | 4 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $51 | 2 | 0.00% | 7q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 8 | $3.5M | 127,729 | 0 | 1 | 2 | 0.0% |
| Q2 2026 | 44 | $36.8M | 1,440,905 | 17 | 10 | 7 | 0.0% |
| Q1 2026 | 27 | $27.9M | 1,352,603 | 1 | 5 | 6 | 0.0% |
| Q4 2025 | 27 | $24.1M | 1,294,975 | 4 | 5 | 5 | 0.0% |
| Q3 2025 | 24 | $17.9M | 1,142,005 | 2 | 8 | 3 | 0.0% |
| Q2 2025 | 24 | $14.7M | 1,046,050 | 2 | 6 | 3 | 0.0% |
| Q1 2025 | 25 | $15.1M | 1,023,277 | 3 | 10 | 5 | 0.0% |
| Q4 2024 | 24 | $16.2M | 1,047,786 | 1 | 7 | 3 | 0.0% |
| Q3 2024 | 23 | $13.6M | 991,233 | 4 | 7 | 3 | 0.0% |
| Q2 2024 | 20 | $10.4M | 924,987 | 3 | 4 | 8 | 0.0% |
| Q1 2024 | 20 | $10.3M | 990,985 | 2 | 8 | 4 | 0.0% |
| Q4 2023 | 19 | $10.3M | 846,961 | 2 | 5 | 3 | 0.0% |
| Q3 2023 | 18 | $8.5M | 818,757 | 0 | 6 | 4 | 0.0% |
| Q2 2023 | 22 | $7.7M | 836,776 | 3 | 2 | 6 | 0.0% |
| Q1 2023 | 23 | $9.2M | 876,721 | 2 | 8 | 5 | 0.0% |
| Q4 2022 | 25 | $12.2M | 1,011,049 | 6 | 3 | 4 | 0.0% |
| Q3 2022 | 22 | $14.9M | 1,175,262 | 2 | 5 | 2 | 0.0% |
| Q2 2022 | 23 | $17.0M | 1,313,597 | 2 | 3 | 6 | 0.0% |
| Q1 2022 | 23 | $20.6M | 1,385,732 | 2 | 4 | 7 | 0.0% |
| Q4 2021 | 22 | $21.4M | 1,385,254 | 1 | 6 | 4 | 0.0% |
| Q3 2021 | 21 | $20.2M | 1,399,302 | 0 | 10 | 5 | 0.0% |
| Q2 2021 | 24 | $22.4M | 1,402,971 | 2 | 13 | 2 | 0.0% |
| Q1 2021 | 24 | $19.4M | 1,355,180 | 5 | 3 | 3 | 0.0% |
| Q4 2020 | 19 | $16.3M | 1,332,651 | 1 | 5 | 3 | 0.0% |
| Q3 2020 | 19 | $13.4M | 1,369,768 | 3 | 3 | 4 | 0.0% |
| Q2 2020 | 16 | $12.9M | 1,368,948 | 0 | 3 | 3 | 0.0% |
| Q1 2020 | 21 | $12.1M | 1,392,420 | 1 | 3 | 7 | 0.0% |
| Q4 2019 | 20 | $18.5M | 1,211,057 | 3 | 5 | 4 | 0.0% |
| Q3 2019 | 22 | $20.7M | 1,446,526 | 5 | 3 | 4 | 0.0% |
| Q2 2019 | 18 | $21.6M | 1,465,925 | 0 | 5 | 3 | 0.0% |
| Q1 2019 | 20 | $19.9M | 1,449,660 | 1 | 6 | 5 | 0.0% |
| Q4 2018 | 20 | $3.3B | 253,329,738 | 2 | 1 | 0 | 0.0% |