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 |
|---|---|---|---|---|---|
| Lowe Brockenbrough & Co Inc | 3,500 | $209.1K | 0.01% | +3,500 | New |
| Avenir Corp | 3,450 | $206.1K | 0.02% | −450−11.5% | Reduced |
| SEI Investments Co | 3,422 | $204.4K | 0.00% | −2,950−46.3% | Reduced |
| Tower Research Capital LLC (TRC) | 3,393 | $202.7K | 0.01% | +2,898+585.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 2,942 | $175.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 2,918 | $174.0K | 0.00% | −2,890−49.8% | Reduced |
| KLP Kapitalforvaltning AS | 2,500 | $149.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,202 | $131.5K | 0.00% | +400+22.2% | Added |
| Ameritas Investment Partners, Inc. | 1,372 | $82.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 1,152 | $68.8K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 935 | $55.8K | 0.02% | −1−0.1% | Reduced |
| CWM, LLC | 841 | $50.0K | 0.00% | +740+732.7% | Added |
| Motco | 585 | $33.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $33.4K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 469 | $28.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $23.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 363 | $21.7K | 0.00% | +129+55.1% | Added |
| City Holding Co | 302 | $18.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 301 | $18.0K | 0.00% | +296+5,920.0% | Added |
| GWM Advisors LLC | 169 | $10.1K | 0.00% | +169 | New |
| Brown, Lisle/Cummings, Inc. | 150 | $8.96K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 149 | $8.90K | 0.00% | +149 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 86 | $5.00K | 0.00% | +86 | New |
| IFP Advisors, Inc | 68 | $4.06K | 0.00% | +68 | Added |
| GAMMA Investing LLC | 66 | $3.94K | 0.00% | −46−41.1% | Reduced |
| Essential Partners LLC | 49 | $2.93K | 0.00% | +49 | New |
| Covestor Ltd | 26 | $2.00K | 0.00% | +25+2,500.0% | Added |
| Clearstead Advisors, LLC | 33 | $1.97K | 0.00% | +33 | New |
| Signaturefd, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $1.49K | 0.00% | +12+92.3% | Added |
| Nisa Investment Advisors, LLC | 12 | $717 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $658 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $597 | 0.00% | −20−66.7% | Reduced |
| Allworth Financial LP | 3 | $180 | 0.00% | +3 | New |
| US Bancorp | 3 | $179 | 0.00% | +3 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $60 | 0.00% | +1 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,338−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,636−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −6,635−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −5,023−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −4,816−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,751−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Hendershot Investments Inc. | 0 | $0 | 0.00% | −3,540−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −2,521−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sandy Spring Bank | – | – | – | – | Not filed |