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Eagle Financial Services (EFSI) Institutional Ownership

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$34.91 +0.22 (+0.63%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Eagle Financial Services (NASDAQ:EFSI)

Current
Institutional Ownership
Percentage
0.31%
Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$33.62M
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$19.14K
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EFSI Institutional Buying and Selling by Quarter

Eagle Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Fourthstone LLC281,262$8.61M1.7%+3.6%5.228%
8/13/2025New York State Common Retirement Fund3,300$101K0.0%N/A0.061%
8/13/2025Choreo LLC60,400$1.85M0.0%N/A1.123%
8/12/2025 Graham Capital Wealth Management LLC123,338$3.78M4.5%N/A2.293%
8/12/2025 JPMorgan Chase & Co.2,179$67K0.0%N/A0.041%
8/11/2025 Wealthspire Advisors LLC9,741$298K0.0%N/A0.181%
8/8/2025 Police & Firemen s Retirement System of New Jersey1,040$32K0.0%N/A0.019%
8/8/2025 Geode Capital Management LLC106,571$3.26M0.0%+148.9%1.981%
8/4/2025 ELCO Management Co. LLC29,370$899K0.5%-2.1%0.546%
6/27/2025Goldman Sachs Group Inc.8,742$287K0.0%N/A0.162%
6/17/2025 Howe & Rusling Inc.6,500$213K0.0%N/A0.121%
5/21/2025Mendon Capital Advisors Corp50,000$1.64M0.8%N/A0.930%
5/16/2025Goldman Sachs Group Inc.8,742$287K0.0%N/A0.163%
5/16/2025EJF Capital LLC158,415$5.19M3.3%N/A2.945%
5/15/2025Azora Capital LP99,885$3.28M0.2%N/A1.857%
5/14/2025Jacobs Asset Management LLC78,237$2.57M1.6%N/A1.454%
5/14/2025Wellington Management Group LLP335,668$11.01M0.0%N/A6.240%
5/13/2025 Persistent Asset Partners Ltd20,953$687K0.6%N/A0.390%
5/7/2025 Evermay Wealth Management LLC2,609$86K0.0%N/A0.049%
(Data available from 1/1/2016 forward)

EFSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFSI shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Eagle Financial Services. The most heavily invested institutionals were Wellington Management Group LLP ($11.01M), Fourthstone LLC ($8.61M), EJF Capital LLC ($5.19M), Graham Capital Wealth Management LLC ($3.78M), Azora Capital LP ($3.28M), Geode Capital Management LLC ($3.26M), and Jacobs Asset Management LLC ($2.57M).Learn more on Eagle Financial Services' institutional investors.

What percentage of Eagle Financial Services' stock is owned by institutional investors?

0.31% of Eagle Financial Services' stock is owned by institutional investors. Learn more on EFSI's institutional investor holdings.

Which institutional investors have been buying Eagle Financial Services' stock?

Of the 17 institutional investors that purchased Eagle Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($335.67K), EJF Capital LLC ($158.42K), Graham Capital Wealth Management LLC ($123.34K), Azora Capital LP ($99.89K), Jacobs Asset Management LLC ($78.24K), Geode Capital Management LLC ($63.76K), and Choreo LLC ($60.40K).

How much institutional buying is happening at Eagle Financial Services?

Institutional investors have bought a total of 1,043,403 shares in the last 24 months. This purchase volume represents approximately $33.62M in transactions.

Which of Eagle Financial Services' major shareholders have been selling company stock?

The following institutional investors have sold Eagle Financial Services stock in the last 24 months: ELCO Management Co. LLC ($625.00).

How much institutional selling is happening at Eagle Financial Services?

Institutional investors have sold a total of 625 shares in the last 24 months. This volume of shares sold represents approximately $19.14K in transactions.



This page (NASDAQ:EFSI) was last updated on 8/14/2025 by MarketBeat.com Staff
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