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, Q1 2025
Institutional positions in Burke & Herbert Financial Services Corp. as of Mar 31, 2025. 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
- 137
- +18 vs. Q4 2024
- Shares held
- 5.20M
- +33.2K (+0.6%) vs. Q4 2024
- Total value
- $291.7M
- −$30.4M (−9.4%) vs. Q4 2024
- New holders
- 30
- 33 more added
- Sold out
- 12
- 37 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Burke & Herbert Financial Services Corp.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 3,605 | $202.3K | 0.01% | +3,604+360,400.0% | Added |
| Hendershot Investments Inc. | 3,540 | $198.6K | 0.03% | −3,552−50.1% | Reduced |
| Cito Capital Group, LLC | 3,536 | $198.0K | 0.08% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 2,942 | $165.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,521 | $141.5K | 0.01% | +2,521 | New |
| KLP Kapitalforvaltning AS | 2,500 | $140.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,802 | $101.1K | 0.00% | +920+104.3% | Added |
| Ameritas Investment Partners, Inc. | 1,372 | $77.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 1,152 | $64.6K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,063 | $59.7K | 0.00% | −3,330−75.8% | Reduced |
| Fortitude Family Office, LLC | 936 | $52.5K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 878 | $49.3K | 0.01% | +878 | New |
| Motco | 585 | $32.8K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $31.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 495 | $27.8K | 0.00% | −852−63.3% | Reduced |
| Amalgamated Bank | 469 | $26.0K | 0.00% | +45+10.6% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $22.4K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 302 | $16.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 234 | $13.1K | 0.00% | −199−46.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 150 | $8.42K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 148 | $8.33K | 0.00% | +148 | New |
| GAMMA Investing LLC | 112 | $6.28K | 0.00% | +68+154.5% | Added |
| CWM, LLC | 101 | $6.00K | 0.00% | +40+65.6% | Added |
| Versant Capital Management, Inc | 69 | $3.87K | 0.00% | +69 | New |
| Coldstream Capital Management Inc | 54 | $3.03K | 0.00% | +54 | New |
| Rothschild Investment LLC | 30 | $1.68K | 0.00% | +10+50.0% | Added |
| Signaturefd, LLC | 29 | $1.64K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $954 | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 14 | $786 | 0.00% | −166−92.2% | Reduced |
| Jones Financial Companies LLLP | 13 | $728 | 0.00% | +13 | New |
| Nisa Investment Advisors, LLC | 12 | $673 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $618 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 10 | $562 | 0.00% | +10 | New |
| IFP Advisors, Inc | 0 | $281 | 0.00% | 0 | Unchanged |
| EverSource Wealth Advisors, LLC | 5 | $281 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 5 | $281 | 0.00% | +5 | New |
| Covestor Ltd | 1 | $0 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Mittelman Wealth Management | 0 | $0 | 0.00% | −7,801−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −4,401−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −3,826−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −3,814−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −3,496−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,396−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −732−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |