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 $643.9M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Burke & Herbert Financial Services Corp. as of Dec 31, 2024. 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
- 120
- +14 vs. Q3 2024
- Shares held
- 5.19M
- +217.4K (+4.4%) vs. Q3 2024
- Total value
- $323.9M
- +$20.4M (+6.7%) vs. Q3 2024
- New holders
- 20
- 38 more added
- Sold out
- 6
- 28 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 | $643.9M |
| Q1 2026 | 163 | $421.9M |
| Q4 2025 | 154 | $370.2M |
| Q3 2025 | 148 | $356.5M |
| Q2 2025 | 136 | $325.1M |
| Q1 2025 | 137 | $291.7M |
| Q4 2024 | 120 | $323.9M |
| Q3 2024 | 108 | $304.4M |
| Q2 2024 | 105 | $236.8M |
| Q1 2024 | 54 | $105.3M |
| Q4 2023 | 56 | $123.6M |
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding Burke & Herbert Financial Services Corp.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Motco | 585 | $36.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $34.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 433 | $27.0K | 0.00% | +387+841.3% | Added |
| Amalgamated Bank | 424 | $26.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $24.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 302 | $18.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 180 | $11.2K | 0.00% | −3−1.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 150 | $9.35K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 90 | $5.61K | 0.01% | +90 | New |
| CWM, LLC | 61 | $4.00K | 0.00% | −19−23.8% | Reduced |
| Proequities, Inc. | 50 | $3.06K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 44 | $2.74K | 0.00% | +37+528.6% | Added |
| Signaturefd, LLC | 29 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 20 | $1.25K | 0.00% | +20 | New |
| US Bancorp | 15 | $935 | 0.00% | +15 | New |
| Creative Planning | 14 | $873 | 0.00% | +14 | New |
| Nisa Investment Advisors, LLC | 12 | $748 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $312 | 0.00% | 0 | New |
| GWM Advisors LLC | 2 | $127 | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 1 | $62 | 0.00% | −1,933−99.9% | Reduced |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −31,594−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −18,772−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −4,944−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,209−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| HoldCo Asset Management, L.P. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |