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, Q2 2025
Institutional positions in Burke & Herbert Financial Services Corp. as of Jun 30, 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
- 136
- 0 vs. Q1 2025
- Shares held
- 5.44M
- +253.4K (+4.9%) vs. Q1 2025
- Total value
- $325.1M
- +$34.0M (+11.7%) vs. Q1 2025
- New holders
- 18
- 50 more added
- Sold out
- 18
- 33 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Burke & Herbert Financial Services Corp.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 1 | $60 | 0.00% | +1 | New |
| US Bancorp | 3 | $179 | 0.00% | +3 | New |
| Allworth Financial LP | 3 | $180 | 0.00% | +3 | New |
| Rothschild Investment LLC | 10 | $597 | 0.00% | −20−66.7% | Reduced |
| True Wealth Design, LLC | 11 | $658 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12 | $717 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $1.49K | 0.00% | +12+92.3% | Added |
| Signaturefd, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 33 | $1.97K | 0.00% | +33 | New |
| Covestor Ltd | 26 | $2.00K | 0.00% | +25+2,500.0% | Added |
| Essential Partners LLC | 49 | $2.93K | 0.00% | +49 | New |
| GAMMA Investing LLC | 66 | $3.94K | 0.00% | −46−41.1% | Reduced |
| IFP Advisors, Inc | 68 | $4.06K | 0.00% | +68 | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 86 | $5.00K | 0.00% | +86 | New |
| Raymond James Financial Inc | 149 | $8.90K | 0.00% | +149 | New |
| Brown, Lisle/Cummings, Inc. | 150 | $8.96K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 169 | $10.1K | 0.00% | +169 | New |
| EverSource Wealth Advisors, LLC | 301 | $18.0K | 0.00% | +296+5,920.0% | Added |
| City Holding Co | 302 | $18.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 363 | $21.7K | 0.00% | +129+55.1% | Added |
| Steward Partners Investment Advisory, LLC | 400 | $23.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 469 | $28.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $33.4K | 0.00% | 00.0% | Unchanged |
| Motco | 585 | $33.9K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 841 | $50.0K | 0.00% | +740+732.7% | Added |
| Fortitude Family Office, LLC | 935 | $55.8K | 0.02% | −1−0.1% | Reduced |
| First United Bank Trust | 1,152 | $68.8K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,372 | $82.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,202 | $131.5K | 0.00% | +400+22.2% | Added |
| KLP Kapitalforvaltning AS | 2,500 | $149.3K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,918 | $174.0K | 0.00% | −2,890−49.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 2,942 | $175.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,393 | $202.7K | 0.01% | +2,898+585.5% | Added |
| SEI Investments Co | 3,422 | $204.4K | 0.00% | −2,950−46.3% | Reduced |
| Avenir Corp | 3,450 | $206.1K | 0.02% | −450−11.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,500 | $209.1K | 0.01% | +3,500 | New |
| Cito Capital Group, LLC | 3,536 | $211.0K | 0.07% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,897 | $232.8K | 0.01% | +292+8.1% | Added |
| Arizona State Retirement System | 3,912 | $233.7K | 0.00% | +47+1.2% | Added |
| Verition Fund Management LLC | 3,960 | $236.5K | 0.00% | −847−17.6% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,032 | $240.8K | 0.03% | +4+0.1% | Added |
| Voya Investment Management LLC | 4,045 | $241.6K | 0.00% | +86+2.2% | Added |
| Point72 Asset Management, L.P. | 4,163 | $248.6K | 0.00% | +4,163 | New |
| Cassaday & Co Wealth Management LLC | 4,320 | $258.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 4,429 | $264.5K | 0.01% | −495−10.1% | Reduced |
| Advisor Group Holdings, Inc. | 4,443 | $265.4K | 0.00% | +3,380+318.0% | Added |
| Wealthspire Advisors, LLC | 4,472 | $267.1K | 0.00% | +43+1.0% | Added |
| New York State Common Retirement Fund | 4,527 | $270.4K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 4,533 | $271.4K | 0.00% | +544+13.6% | Added |
| Stifel Financial Corp | 4,755 | $284.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 4,816 | $287.7K | 0.00% | −2,100−30.4% | Reduced |
| Manufacturers Life Insurance Company, The | 4,919 | $293.8K | 0.00% | +77+1.6% | Added |
| Delphi Management Inc | 5,184 | $310.0K | 0.30% | −336−6.1% | Reduced |
| Colony Group, LLC | 5,217 | $311.6K | 0.00% | +75+1.5% | Added |
| Royal Bank of Canada | 5,239 | $313.0K | 0.00% | −528−9.2% | Reduced |
| NTV Asset Management LLC | 5,265 | $314.5K | 0.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 5,687 | $339.7K | 0.00% | +5,687 | New |
| Jentner Corp | 5,717 | $341.5K | 0.09% | +50+0.9% | Added |
| Mariner, LLC | 6,002 | $358.5K | 0.00% | −1,230−17.0% | Reduced |
| Modera Wealth Management, LLC | 6,200 | $370.3K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6,303 | $376.5K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 6,626 | $395.8K | 0.00% | +6,626 | New |
| Intech Investment Management LLC | 6,761 | $403.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6,888 | $411.4K | 0.04% | +2,287+49.7% | Added |
| Voleon Capital Management LP | 6,954 | $415.4K | 0.02% | +2,510+56.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,600 | $421.5K | 0.00% | +470+7.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,403 | $442.2K | 0.00% | −627−7.8% | Reduced |
| MetLife Investment Management | 8,003 | $478.0K | 0.00% | −94−1.2% | Reduced |
| FMR LLC | 8,451 | $504.8K | 0.00% | +225+2.7% | Added |
| Passive Capital Management, LLC. | 8,715 | $533.3K | 0.17% | 00.0% | Unchanged |
| Deutsche Bank AG | 8,973 | $536.0K | 0.00% | −512−5.4% | Reduced |
| Citigroup Inc | 9,108 | $544.0K | 0.00% | −1,093−10.7% | Reduced |
| Empower Advisory Group, LLC | 9,239 | $551.8K | 0.00% | −2,321−20.1% | Reduced |
| Trexquant Investment LP | 9,243 | $552.1K | 0.01% | −143−1.5% | Reduced |
| First Trust Advisors LP | 9,576 | $572.0K | 0.00% | +592+6.6% | Added |
| Jane Street Group, LLC | 9,726 | $580.9K | 0.00% | −13,203−57.6% | Reduced |
| Philadelphia Trust Co | 9,858 | $589.0K | 0.05% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 9,890 | $590.7K | 0.01% | +9,890 | New |
| HoldCo Asset Management, L.P. | 10,480 | $626.0K | 0.10% | +10,480 | New |
| Hussman Strategic Advisors, Inc. | 10,500 | $627.2K | 0.14% | +10,500 | New |
| Price T Rowe Associates Inc | 11,747 | $702.0K | 0.00% | +1,282+12.3% | Added |
| Invesco Ltd. | 12,107 | $723.2K | 0.00% | +1,963+19.4% | Added |
| California State Teachers Retirement System | 12,722 | $759.9K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 12,790 | $763.9K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 13,080 | $781.3K | 0.05% | 00.0% | Unchanged |
| Legal & General Group Plc | 13,389 | $797.5K | 0.00% | +538+4.2% | Added |
| BNP Paribas Arbitrage, SA | 13,688 | $817.6K | 0.00% | +8,610+169.6% | Added |
| Cubist Systematic Strategies, LLC | 14,107 | $842.6K | 0.01% | −3,344−19.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,700 | $878.0K | 0.00% | +14,700 | New |
| Franklin Resources Inc | 14,968 | $894.0K | 0.00% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 15,169 | $906.0K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 15,225 | $909.4K | 0.00% | −14,372−48.6% | Reduced |
| Alliancebernstein L.P. | 15,916 | $950.7K | 0.00% | +4,780+42.9% | Added |
| AQR Capital Management LLC | 15,988 | $955.0K | 0.00% | +15,988 | New |
| LSV Asset Management | 16,200 | $968.0K | 0.00% | +16,200 | New |
| Cambridge Investment Research Advisors, Inc. | 16,900 | $1.01M | 0.00% | +4,500+36.3% | Added |
| Bank of America Corp | 17,728 | $1.06M | 0.00% | +11+0.1% | Added |
| Rhumbline Advisers | 17,961 | $1.07M | 0.00% | +298+1.7% | Added |
| Susquehanna International Group, LLP | 18,632 | $1.11M | 0.00% | +1,263+7.3% | Added |
| Ameriprise Financial Inc | 19,202 | $1.15M | 0.00% | 00.0% | Unchanged |