Eagle Financial Services, Inc.
Eagle Financial Services, Inc. (EFSI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · EFSI · as of Sep 30, 2025
Ownership Breakdown
65
Institutional Holders
▲ 17 vs Q2
$90.96M
Total Inst. Value
▲ $19.25M vs Q2
5.41M
Shares Outstanding
freeFloat 72.19%
2.40M
13F Shares Held
▲ 62,473 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
EFSI largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
WELLINGTON MANAGEMENT GROUP LLP state commercial banks | 329.4K | 6.12% | 6.12% | $12.46B | Nov 14, 2025 | ▼ 6.3K |
VANGUARD GROUP INC state commercial banks | 306.8K | 5.70% | 5.70% | $11.61B | Nov 7, 2025 | ▲ 157.3K |
FOURTHSTONE LLC state commercial banks | 276.8K | 5.15% | 5.15% | $10.47B | Nov 14, 2025 | ▼ 4.5K |
BLACKROCK, INC. state commercial banks | 271.0K | 5.04% | 5.04% | $10.25B | Nov 12, 2025 | ▲ 10.8K |
MALTESE CAPITAL MANAGEMENT LLC state commercial banks | 190.0K | 3.53% | 3.53% | $7.19B | Nov 14, 2025 | ▼ 27.5K |
ALLIANCEBERNSTEIN L.P. state commercial banks | 148.5K | 2.76% | 2.76% | $5.62B | Nov 14, 2025 | ▼ 58.8K |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC state commercial banks | 129.9K | 2.42% | 2.42% | $4.91B | Nov 7, 2025 | ▲ 6.6K |
EJF CAPITAL LLC state commercial banks | 117.7K | 2.19% | 2.19% | $4.45B | Nov 12, 2025 | ▼ 9.9K |
GEODE CAPITAL MANAGEMENT, LLC state commercial banks | 107.8K | 2.00% | 2.00% | $4.08B | Nov 12, 2025 | ▲ 1.2K |
STATE STREET CORP state commercial banks | 86.0K | 1.60% | 1.60% | $3.25B | Nov 14, 2025 | ▲ 39.3K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
15
Increased
+240.5K shares11
New Positions
first time holders15
Decreased
−162.0K shares0
Sold Out
fully exitedNet shares change (top 50)
+78.5K
+240.5K / −162.0K
Net new holders
+11
11 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
EFSI insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
2
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
SMALLEY ROBERT W JR director | May 19, 2026 | D-Return | 761 | — | — | 24.4K | Form 4 ↗ |
SCHMIDT MARIANNE EXECUTIVE OFFICER | Apr 29, 2026 | Sale | 388 | $37.95 | $14.7K | 3.8K | Form 4 ↗ |
HAMBERGER SCOTT M director | Mar 11, 2026 | Gift | 600 | — | — | 11.6K | Form 4 ↗ |
HAMBERGER SCOTT M director | Mar 11, 2026 | Purchase | 909 | $33.00 | $30.0K | 2.5K | Form 4 ↗ |
HAMBERGER SCOTT M director | Mar 11, 2026 | Gift | 600 | — | — | 1.9K | Form 4 ↗ |
HILL EDWARD III director | Mar 5, 2026 | Purchase | 939 | $34.62 | $32.5K | 5.6K | Form 4 ↗ |
HAMBERGER SCOTT M director | Feb 27, 2026 | Purchase | 945 | $36.00 | $34.0K | 11.0K | Form 4 ↗ |
Lorey Brandon Craig EXECUTIVE OFFICER | Mar 2, 2026 | Purchase | 350 | $34.53 | $12.1K | 44.2K | Form 4 ↗ |
Yamini Yasaman EXECUTIVE OFFICER | Jan 2, 2026 | Award | 1,363 | — | — | 2.6K | Form 4 ↗ |
Yamini Yasaman EXECUTIVE OFFICER | Jan 2, 2026 | Tax Withhold | 95 | $39.44 | $3.7K | 2.5K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Eagle Financial Services, Inc. (EFSI) is primarily owned by institutional investors, who hold approximately 44.4% of total shares outstanding. Company insiders own approximately 27.81%, while retail and public investors account for the remaining 27.76%.
The largest institutional shareholder of Eagle Financial Services, Inc. is WELLINGTON MANAGEMENT GROUP LLP, holding approximately 329,395 shares — equal to 6.12% of outstanding shares — as of September 30, 2025.
A total of 65 institutional investors currently hold EFSI stock, with a combined institutional value of approximately $90,958,462 as of the most recent 13F filing period.
Frequently asked questions
EFSI ownershipEagle Financial Services, Inc. (EFSI) is primarily owned by institutional investors, who hold approximately 44.4% of shares. The largest shareholder is WELLINGTON MANAGEMENT GROUP LLP with a 6.12% stake. Company insiders hold 27.81%. Data sourced from SEC Form 13F as of September 30, 2025.