Who Owns BANK OF THE JAME (BOTJ)? -- Institutional Holders (2026-06-30)

42 institutions reported holding $36.8M of BANK OF THE JAME (BOTJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fourthstone LLC ($8.6M), PETTYJOHN, WOOD & WHITE, INC ($5.6M), VANGUARD GROUP INC ($4.8M), CAPTRUST FINANCIAL ADVISORS ($3.7M), Daytona Street Capital LLC ($2.0M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Fourthstone LLC$8.6M334,491Trimmed
2PETTYJOHN, WOOD & WHITE, INC$5.6M218,859Trimmed
3VANGUARD GROUP INC$4.8M186,142Trimmed
4CAPTRUST FINANCIAL ADVISORS$3.7M143,977Trimmed
5Daytona Street Capital LLC$2.0M79,078Trimmed
6North Reef Capital Management LP$1.3M50,132New
7GEODE CAPITAL MANAGEMENT, LLC$1.1M42,202Added
8BRIDGEWAY CAPITAL MANAGEMENT, LLC$961,64537,682Added
9DIMENSIONAL FUND ADVISORS LP$948,35637,178Added
10SUSQUEHANNA INTERNATIONAL GROUP, LLP$894,68035,058New
11RENAISSANCE TECHNOLOGIES LLC$770,11730,177New
12Empowered Funds, LLC$629,88524,682Added
13BlackRock, Inc.$618,06924,219Added
14FIRST MANHATTAN CO. LLC.$569,37722,311Hold
15LPL Financial LLC$486,24819,054Added
16Krilogy Financial LLC$482,32818,900Trimmed
17Hillsdale Investment Management Inc.$433,84017,000New
18MontVue Capital Management, Inc.$339,34013,297Added
19ACADIAN ASSET MANAGEMENT LLC$318,00012,643Added
20RFG - Bristol Wealth Advisors, LLC$290,69811,391Added
21Fiduciary Trust Co$256,42510,048New
22MARSHALL WACE, LLP$245,3759,615New
23NORTHERN TRUST CORP$232,1049,095New
24STATE STREET CORP$222,0248,700New
25ENVESTNET ASSET MANAGEMENT INC$220,4918,640New

Source: SEC Form 13F filings · as of 2026-06-30