Burke & Herbert Financial Services Corp.
BHRB- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001964333
In the last 90 days, Burke & Herbert Financial Services Corp. insiders filed 5 open-market purchases and 5 sales; 207 institutions reported holding it in 13F filings for Q2 2026, worth $645.5M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Burke & Herbert Financial Services Corp. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 207
- +47 vs. Q1 2026
- Shares held
- 9.03M
- +2.26M (+33.5%) vs. Q1 2026
- Total value
- $645.5M
- +$224.2M (+53.2%) vs. Q1 2026
- New holders
- 64
- 94 more added
- Sold out
- 17
- 27 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BHRB on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 207 | $645.5M |
| Q1 2026 | 163 | $421.9M |
| Q4 2025 | 154 | $370.9M |
| Q3 2025 | 148 | $359.9M |
| Q2 2025 | 136 | $325.4M |
| Q1 2025 | 137 | $291.9M |
| Q4 2024 | 120 | $324.2M |
| Q3 2024 | 108 | $306.4M |
| Q2 2024 | 105 | $237.1M |
| Q1 2024 | 54 | $106.7M |
| Q4 2023 | 56 | $124.7M |
| Q3 2023 | 51 | $89.3M |
| Q2 2023 | 52 | $105.1M |
| Q1 2023 | 2 | $5.33M |
| Q4 2022 | 2 | $4.45M |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Burke & Herbert Financial Services Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,218,420 | $87.6M | 0.00% | +235,661+24.0% | Added |
| Vanguard Capital Management LLC | 750,129 | $53.9M | 0.00% | +187,914+33.4% | Added |
| State Street Corp | 557,547 | $40.1M | 0.00% | +153,679+38.1% | Added |
| American Century Companies Inc | 489,212 | $35.2M | 0.02% | +146,743+42.8% | Added |
| Geode Capital Management, LLC | 462,137 | $33.2M | 0.00% | +82,494+21.7% | Added |
| Endeavour Capital Advisors Inc | 459,176 | $33.0M | 6.77% | +153,987+50.5% | Added |
| Dimensional Fund Advisors LP | 452,257 | $32.5M | 0.01% | +84,309+22.9% | Added |
| Alliancebernstein L.P. | 325,388 | $20.3M | 0.01% | +279,972+616.5% | Added |
| Hutchinson Capital Management | 259,080 | $18.6M | 3.19% | +1,000+0.4% | Added |
| Burke & Herbert Bank & Trust Co | 217,742 | $15.6M | 3.88% | −3,929−1.8% | Reduced |
| Goldman Sachs Group Inc | 172,880 | $12.4M | 0.00% | −10,253−5.6% | Reduced |
| Northern Trust Corp | 151,090 | $10.9M | 0.00% | +32,393+27.3% | Added |
| Vanguard Portfolio Management LLC | 146,645 | $10.5M | 0.00% | +12,670+9.5% | Added |
| Charles Schwab Investment Management Inc | 138,438 | $9.95M | 0.00% | +28,259+25.6% | Added |
| Citadel Advisors LLC | 125,036 | $8.99M | 0.01% | +115,940+1,274.6% | Added |
| Bridgeway Capital Management, LLC | 116,041 | $8.34M | 0.15% | +13,161+12.8% | Added |
| Vanguard Fiduciary Trust Co | 111,057 | $7.98M | 0.00% | +25,565+29.9% | Added |
| Bank of New York Mellon Corp | 105,134 | $7.55M | 0.00% | +17,005+19.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 104,444 | $7.51M | 0.02% | +2,800+2.8% | Added |
| Two Sigma Investments, LP | 96,630 | $6.94M | 0.01% | +49,345+104.4% | Added |
| Morgan Stanley | 85,977 | $6.18M | 0.00% | −16,883−16.4% | Reduced |
| Fourthstone LLC | 84,248 | $6.15M | 4.37% | −162,173−65.8% | Reduced |
| JPMorgan Chase & Co | 84,287 | $6.07M | 0.00% | +45,827+119.2% | Added |
| CSM Advisors, LLC | 82,740 | $5.94M | 0.13% | +82,740 | New |
| Banc Funds Co LLC | 82,374 | $5.92M | 0.98% | +82,374 | New |
| Verdence Capital Advisors LLC | 78,746 | $5.66M | 0.30% | 00.0% | Unchanged |
| Empowered Funds, LLC | 71,532 | $5.14M | 0.03% | +4,252+6.3% | Added |
| Jupiter Asset Management Ltd | 64,238 | $4.62M | 0.02% | +64,238 | New |
| Stieven Capital Advisors, L.P. | 63,940 | $4.59M | 0.88% | +63,940 | New |
| AQR Capital Management LLC | 63,604 | $4.57M | 0.00% | +6,177+10.8% | Added |
| Numerai GP LLC | 55,003 | $3.95M | 0.32% | +55,003 | New |
| Royce & Associates LP | 54,973 | $3.95M | 0.03% | −4,129−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 52,416 | $3.77M | 0.00% | +14,044+36.6% | Added |
| UBS Group AG | 47,336 | $3.40M | 0.00% | +3,177+7.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 44,398 | $3.19M | 0.00% | +26,222+144.3% | Added |
| Pinnacle Holdings, LLC | 43,156 | $3.10M | 0.96% | −77−0.2% | Reduced |
| Segall Bryant & Hamill, LLC | 42,189 | $3.03M | 0.04% | +42,189 | New |
| Nuveen, LLC | 39,512 | $2.84M | 0.00% | +17,898+82.8% | Added |
| HRT Financial LP | 38,922 | $2.80M | 0.01% | +38,922 | New |
| Bank of America Corp | 37,570 | $2.70M | 0.00% | +5,382+16.7% | Added |
| Voleon Capital Management LP | 37,464 | $2.69M | 0.05% | +26,332+236.5% | Added |
| Russell Investments Group, Ltd. | 35,003 | $2.52M | 0.00% | +7,896+29.1% | Added |
| Swiss National Bank | 33,300 | $2.39M | 0.00% | +6,700+25.2% | Added |
| XTX Topco Ltd | 32,737 | $2.35M | 0.03% | +19,987+156.8% | Added |
| Kestra Advisory Services, LLC | 31,620 | $2.27M | 0.01% | +31,620 | New |
| Wells Fargo & Company | 27,658 | $1.99M | 0.00% | +7,861+39.7% | Added |
| D. E. Shaw & Co., Inc. | 26,599 | $1.91M | 0.00% | +8,003+43.0% | Added |
| LSV Asset Management | 26,200 | $1.88M | 0.00% | −19,000−42.0% | Reduced |
| Qube Research & Technologies Ltd | 26,047 | $1.87M | 0.00% | +26,047 | New |
| Moors & Cabot, Inc. | 24,858 | $1.79M | 0.07% | −1,100−4.2% | Reduced |
| First Trust Advisors LP | 24,768 | $1.78M | 0.00% | +14,871+150.3% | Added |
| Millennium Management LLC | 24,609 | $1.77M | 0.00% | +16,244+194.2% | Added |
| Franklin Resources Inc | 24,343 | $1.75M | 0.00% | +659+2.8% | Added |
| Price T Rowe Associates Inc | 22,981 | $1.65M | 0.00% | +4,859+26.8% | Added |
| Fifth Third Bancorp | 21,876 | $1.57M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 21,230 | $1.53M | 0.00% | +5,502+35.0% | Added |
| Renaissance Technologies LLC | 20,965 | $1.51M | 0.00% | +20,965 | New |
| John W. Rosenthal Capital Management, Inc. | 20,895 | $1.50M | 1.31% | +20,895 | New |
| Rhumbline Advisers | 20,532 | $1.48M | 0.00% | +5,839+39.7% | Added |
| Salzhauer Michael | 20,219 | $1.45M | 0.53% | +14,436+249.6% | Added |
| Quantinno Capital Management LP | 20,176 | $1.45M | 0.00% | +10,737+113.8% | Added |
| California State Teachers Retirement System | 19,752 | $1.42M | 0.00% | +6,524+49.3% | Added |
| Invesco Ltd. | 19,657 | $1.41M | 0.00% | +2,459+14.3% | Added |
| Mercer Global Advisors Inc | 18,261 | $1.31M | 0.00% | −22,085−54.7% | Reduced |
| Citigroup Inc | 18,186 | $1.31M | 0.00% | +8,186+81.9% | Added |
| UBS Asset Management Americas Inc | 18,017 | $1.29M | 0.00% | −308−1.7% | Reduced |
| Quadrature Capital Ltd | 17,974 | $1.29M | 0.01% | +10,457+139.1% | Added |
| Principal Financial Group Inc | 17,766 | $1.28M | 0.00% | +1,102+6.6% | Added |
| Legal & General Group Plc | 16,074 | $1.15M | 0.00% | +4,466+38.5% | Added |
| Enhancing Capital LLC | 15,508 | $1.11M | 0.77% | +15,508 | New |
| Deutsche Bank AG | 15,464 | $1.11M | 0.00% | +2,174+16.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,093 | $1.08M | 0.00% | +359+2.4% | Added |
| Natixis Advisors, L.P. | 14,708 | $1.06M | 0.00% | +14,708 | New |
| Raymond James Financial Inc | 14,665 | $1.05M | 0.00% | +2,263+18.2% | Added |
| Wealthspire Advisors, LLC | 13,655 | $981.2K | 0.01% | +8,898+187.1% | Added |
| Balyasny Asset Management LLC | 13,576 | $975.6K | 0.00% | +13,576 | New |
| Wealth Management Associates, Inc. | 13,369 | $960.7K | 0.27% | +13,369 | New |
| Brown Advisory Inc | 13,200 | $948.6K | 0.00% | +13,200 | New |
| Vanguard Asset Management, Ltd | 13,163 | $945.9K | 0.00% | +3,633+38.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,434 | $874.1K | 0.00% | −918−6.9% | Reduced |
| Baird Financial Group, Inc. | 12,120 | $870.9K | 0.00% | −770−6.0% | Reduced |
| Davenport & Co LLC | 11,998 | $862.2K | 0.00% | +3,794+46.2% | Added |
| Mangrove Partners | 11,034 | $792.9K | 0.05% | +7,342+198.9% | Added |
| Select Asset Management & Trust | 10,831 | $778.0K | 0.22% | +10,831 | New |
| Ameriprise Financial Inc | 10,732 | $771.2K | 0.00% | −181−1.7% | Reduced |
| Quattro Advisors LLC | 10,670 | $766.7K | 0.51% | −633−5.6% | Reduced |
| HoldCo Asset Management, L.P. | 10,480 | $753.1K | 0.05% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 10,222 | $734.6K | 0.00% | +1,670+19.5% | Added |
| Advisor Group Holdings, Inc. | 9,974 | $716.8K | 0.00% | +6,080+156.1% | Added |
| Philadelphia Trust Co | 9,858 | $708.0K | 0.05% | 00.0% | Unchanged |
| MetLife Investment Management | 9,489 | $681.9K | 0.00% | +1,785+23.2% | Added |
| Pacific Ridge Capital Partners, LLC | 9,203 | $661.3K | 0.12% | +3,553+62.9% | Added |
| SG Americas Securities, LLC | 8,912 | $640.0K | 0.00% | +5,448+157.3% | Added |
| Voloridge Investment Management, LLC | 8,711 | $626.0K | 0.00% | +8,711 | New |
| J.W. Cole Advisors, Inc. | 8,483 | $609.6K | 0.01% | +8,483 | New |
| Atlantic Union Bankshares Corp | 8,467 | $608.4K | 0.01% | +1,077+14.6% | Added |
| LPL Financial LLC | 8,362 | $600.9K | 0.00% | +1,792+27.3% | Added |
| Summit Trail Advisors, LLC | 8,268 | $594.1K | 0.01% | +8,268 | New |
| Modera Wealth Management, LLC | 8,200 | $589.3K | 0.01% | +1,000+13.9% | Added |
| Schonfeld Strategic Advisors LLC | 8,133 | $584.4K | 0.00% | +8,133 | New |