43% buyers of institutions opening or closing positions this quarter
1 more exits than new buyers, ownership rose 3.04 percentage points vs the prior quarter, and no widely-followed fund managers in the top 25.
43% buyers of institutions opening or closing positions this quarter
24.8% institutional ownership
Daytona Street Capital portfolio allocation
Institutional ownership vs Banks - Regional peers
1 Form 4 filings — executives buying or selling their own stock
Latest positioning in BOTJ across 13F flow, ownership shift, marquee holders, and holder-count growth.
Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BOTJ held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | 385K | $7.9M | +19.8% | 8.485% | 1.35% |
| 2 | PETTYJOHN, WOOD & WHITE, INC | 224K | $4.6M | -10.8% | 4.936% | 0.74% |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 160K | $3.3M | — | 3.517% | 0.00% |
| 4 | Daytona Street Capital LLC | 157K | $3.2M | -0.5% | 3.458% | 2.48% |
| 5 | CAPTRUST FINANCIAL ADVISORS | 147K | $3.0M | +3.8% | 3.242% | 0.01% |
| 6 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 36K | $747K | 0.0% | 0.798% | 0.02% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 35K | $731K | -12.8% | 0.780% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 33K | $689K | +2.2% | 0.736% | 0.00% |
| 9 | Krilogy Financial LLC | 29K | $653K | -6.5% | 0.636% | 0.02% |
| 10 | VANGUARD FIDUCIARY TRUST CO | 26K | $532K | — | 0.569% | 0.00% |
| 11 | Empowered Funds, LLC | 23K | $479K | 0.0% | 0.511% | 0.00% |
| 12 | FIRST MANHATTAN CO | 22K | $460K | 0.0% | 0.491% | 0.00% |
| 13 | LPL Financial LLC | 14K | $295K | 0.0% | 0.315% | 0.00% |
| 14 | MontVue Capital Management, Inc. | 13K | $258K | -3.8% | 0.276% | 0.18% |
| 15 | RFG - Bristol Wealth Advisors, LLC | 11K | $234K | +0.7% | 0.250% | 0.06% |
| 16 | BlackRock, Inc. | 11K | $222K | +3.0% | 0.238% | 0.00% |
| 17 | WELLS FARGO & COMPANY/MN | 6K | $131K | +0.0% | 0.140% | 0.00% |
| 18 | Atlantic Union Bankshares Corp | 6K | $124K | 0.0% | 0.132% | 0.00% |
| 19 | Vanguard Global Advisers, LLC | 5K | $100K | — | 0.106% | 0.00% |
| 20 | MORGAN STANLEY | 4K | $83K | +0.0% | 0.089% | 0.00% |
| 21 | Farther Finance Advisors, LLC | 476 | $10K | 0.0% | 0.011% | 0.00% |
| 22 | JONES FINANCIAL COMPANIES LLLP | 300 | $6K | 0.0% | 0.007% | 0.00% |
| 23 | Tower Research Capital LLC (TRC) | 143 | $3K | -58.6% | 0.003% | 0.00% |
| 24 | UBS Group AG | 60 | $1K | -29.4% | 0.001% | 0.00% |
| 25 | FMR LLC | 5 | $103 | 0.0% | 0.000% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BOTJ — a direct measure of their conviction.
Filings activity in BOTJ during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 27 | 3.6% | 24.77% | +3.04 pp | $28M | +14% |
| Q4 2025 | 28 | +22% | 21.73% | +9.93 pp | $24M | +84% |
| Q3 2025 | 23 | 8.0% | 11.80% | 1.19 pp | $13M | 9.1% |
| Q2 2025 | 25 | 7.4% | 12.99% | 0.44 pp | $15M | 3.3% |
| Q1 2025 | 27 | +8.0% | 13.43% | 0.92 pp | $15M | 6.4% |
| Q4 2024 | 25 | +4.2% | 14.35% | +2.43 pp | $16M | +20% |
| Q3 2024 | 24 | +14% | 11.92% | +2.78 pp | $13M | +31% |
| Q2 2024 | 21 | — | 9.14% | — | $10M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as the highest-conviction signal because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| May 7, 2026 | JAMERSON PHILLIP C | Buy | 1K | $23.40 | $23K |
Quick answers to the most common questions about buying BOTJ stock.
Based on Q1 2026 13F filings, institutional ownership of Bank of the James Financial Group, Inc. stands at 24.8%, held across 27 reporting institutions.
Fourthstone LLC is the largest reported institutional holder of BOTJ, with approximately 385,498 shares worth $0.01B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BOTJ.
Our composite Smart Money Score for BOTJ is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
3 institutions opened new positions in BOTJ during Q1 2026, while 4 fully exited. 20 added to existing positions and 4 trimmed.
BOTJ institutional ownership rose by 3.04 percentage points quarter-over-quarter, with a net change of -1 holders.
The top 10 institutions account for 91.4% of all reported 13F value in BOTJ, and the top 25 account for 100.0%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.