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, Q3 2025
Institutional positions in Burke & Herbert Financial Services Corp. as of Sep 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
- 148
- +13 vs. Q2 2025
- Shares held
- 5.78M
- +343.4K (+6.3%) vs. Q2 2025
- Total value
- $356.5M
- +$31.8M (+9.8%) vs. Q2 2025
- New holders
- 27
- 61 more added
- Sold out
- 14
- 32 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Burke & Herbert Financial Services Corp.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 1 | $61 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $123 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 2 | $123 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 3 | $185 | 0.00% | +3 | New |
| Quarry LP | 8 | $494 | 0.00% | +8 | New |
| Jones Financial Companies LLLP | 12 | $752 | 0.00% | −13−52.0% | Reduced |
| Nisa Investment Advisors, LLC | 14 | $864 | 0.00% | +2+16.7% | Added |
| True Wealth Design, LLC | 28 | $1.73K | 0.00% | +17+154.5% | Added |
| Signaturefd, LLC | 29 | $1.80K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $1.85K | 0.00% | +20+200.0% | Added |
| Covestor Ltd | 34 | $2.00K | 0.00% | +8+30.8% | Added |
| Clearstead Advisors, LLC | 57 | $3.52K | 0.00% | +24+72.7% | Added |
| IFP Advisors, Inc | 80 | $4.93K | 0.00% | +12+17.6% | Added |
| Allworth Financial LP | 82 | $5.06K | 0.00% | +79+2,633.3% | Added |
| Optiver Holding B.V. | 84 | $5.18K | 0.00% | +84 | New |
| GAMMA Investing LLC | 94 | $5.80K | 0.00% | +28+42.4% | Added |
| GWM Advisors LLC | 131 | $8.06K | 0.00% | −38−22.5% | Reduced |
| Versant Capital Management, Inc | 138 | $8.51K | 0.00% | +138 | New |
| Brown, Lisle/Cummings, Inc. | 150 | $9.25K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 302 | $18.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 309 | $19.1K | 0.01% | +260+530.6% | Added |
| EverSource Wealth Advisors, LLC | 343 | $21.2K | 0.00% | +42+14.0% | Added |
| Tower Research Capital LLC (TRC) | 390 | $24.1K | 0.00% | −3,003−88.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 400 | $24.7K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 469 | $29.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $34.5K | 0.00% | 00.0% | Unchanged |
| Motco | 585 | $36.1K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 606 | $37.0K | 0.00% | +606 | New |
| Sterling Capital Management LLC | 932 | $57.5K | 0.00% | +569+156.7% | Added |
| Fortitude Family Office, LLC | 935 | $57.7K | 0.02% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,129 | $69.6K | 0.00% | −243−17.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,578 | $97.3K | 0.00% | +1,578 | New |
| Aquatic Capital Management LLC | 1,900 | $117.2K | 0.00% | +1,900 | New |
| The PNC Financial Services Group, Inc. | 2,202 | $135.8K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 2,261 | $139.5K | 0.05% | +1,109+96.3% | Added |
| Quantbot Technologies LP | 2,393 | $147.6K | 0.00% | −1,504−38.6% | Reduced |
| KLP Kapitalforvaltning AS | 2,500 | $154.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 2,600 | $160.4K | 0.00% | +2,600 | New |
| Cubist Systematic Strategies, LLC | 3,106 | $191.6K | 0.00% | −11,001−78.0% | Reduced |
| Quadrature Capital Ltd | 3,251 | $200.5K | 0.00% | +3,251 | New |
| SEI Investments Co | 3,422 | $211.1K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 3,460 | $213.4K | 0.01% | −969−21.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 3,500 | $215.9K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,536 | $218.0K | 0.06% | 00.0% | Unchanged |
| Quest Partners LLC | 3,604 | $222.3K | 0.01% | −3,284−47.7% | Reduced |
| Jump Financial, LLC | 3,704 | $228.5K | 0.00% | +3,704 | New |
| Police & Firemen's Retirement System of New Jersey | 3,732 | $230.2K | 0.00% | +790+26.9% | Added |
| Arizona State Retirement System | 3,989 | $246.1K | 0.00% | +77+2.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,036 | $249.0K | 0.03% | +4+0.1% | Added |
| Quantinno Capital Management LP | 4,142 | $255.5K | 0.00% | +4,142 | New |
| Cassaday & Co Wealth Management LLC | 4,320 | $266.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 4,370 | $270.0K | 0.00% | +3,529+419.6% | Added |
| Advisor Group Holdings, Inc. | 4,506 | $277.8K | 0.00% | +63+1.4% | Added |
| Wealthspire Advisors, LLC | 4,510 | $278.2K | 0.00% | +38+0.8% | Added |
| New York State Common Retirement Fund | 4,527 | $279.3K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 4,570 | $281.9K | 0.00% | −349−7.1% | Reduced |
| Stifel Financial Corp | 4,755 | $293.3K | 0.00% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,996 | $308.2K | 0.03% | −269−5.1% | Reduced |
| Royal Bank of Canada | 5,054 | $311.0K | 0.00% | −185−3.5% | Reduced |
| Verition Fund Management LLC | 5,423 | $334.5K | 0.00% | +1,463+36.9% | Added |
| Beacon Pointe Advisors, LLC | 5,761 | $355.4K | 0.00% | +5,761 | New |
| Janus Henderson Group PLC | 6,200 | $381.0K | 0.00% | +6,200 | New |
| Colony Group, LLC | 6,379 | $384.8K | 0.00% | +1,162+22.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 6,238 | $384.8K | 0.01% | +6,238 | New |
| Y-Intercept (Hong Kong) Ltd | 6,256 | $385.9K | 0.01% | +6,256 | New |
| TCTC Holdings, LLC | 6,303 | $388.8K | 0.01% | 00.0% | Unchanged |
| Intech Investment Management LLC | 6,337 | $390.9K | 0.00% | −424−6.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,343 | $391.3K | 0.00% | −1,060−14.3% | Reduced |
| Davenport & Co LLC | 6,354 | $392.0K | 0.00% | +6,354 | New |
| Pathstone Holdings, LLC | 6,673 | $411.7K | 0.00% | +47+0.7% | Added |
| Ieq Capital, LLC | 6,869 | $423.7K | 0.00% | +6,869 | New |
| Modera Wealth Management, LLC | 7,200 | $444.2K | 0.01% | +1,000+16.1% | Added |
| Alps Advisors Inc | 7,410 | $457.1K | 0.00% | +7,410 | New |
| Mariner, LLC | 7,497 | $462.5K | 0.00% | +1,495+24.9% | Added |
| MetLife Investment Management | 8,003 | $493.7K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,113 | $500.0K | 0.00% | +5,195+178.0% | Added |
| Point72 Asset Management, L.P. | 8,146 | $502.5K | 0.00% | +3,983+95.7% | Added |
| First Trust Advisors LP | 8,270 | $510.2K | 0.00% | −1,306−13.6% | Reduced |
| Citadel Advisors LLC | 8,388 | $517.5K | 0.00% | +8,388 | New |
| FMR LLC | 8,487 | $523.6K | 0.00% | +36+0.4% | Added |
| Passive Capital Management, LLC. | 8,715 | $537.6K | 0.18% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 9,239 | $570.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 9,390 | $579.3K | 0.01% | −500−5.1% | Reduced |
| Voleon Capital Management LP | 9,651 | $595.4K | 0.01% | +2,697+38.8% | Added |
| Philadelphia Trust Co | 9,858 | $608.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 10,116 | $624.1K | 0.00% | +5,300+110.0% | Added |
| HoldCo Asset Management, L.P. | 10,480 | $646.5K | 0.07% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 10,713 | $660.9K | 0.00% | +5,026+88.4% | Added |
| Deutsche Bank AG | 10,805 | $666.6K | 0.00% | +1,832+20.4% | Added |
| Citigroup Inc | 10,889 | $671.7K | 0.00% | +1,781+19.6% | Added |
| Trexquant Investment LP | 11,208 | $691.4K | 0.01% | +1,965+21.3% | Added |
| Jane Street Group, LLC | 11,347 | $700.0K | 0.00% | +1,621+16.7% | Added |
| Price T Rowe Associates Inc | 12,256 | $757.0K | 0.00% | +509+4.3% | Added |
| California State Teachers Retirement System | 12,723 | $784.9K | 0.00% | +10.0% | Added |
| Ameriprise Financial Inc | 12,802 | $789.8K | 0.00% | −6,400−33.3% | Reduced |
| Baird Financial Group, Inc. | 12,890 | $795.2K | 0.00% | +100+0.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,502 | $813.2K | 0.00% | +6,902+104.6% | Added |
| Thrivent Financial for Lutherans | 13,352 | $824.0K | 0.00% | −11,061−45.3% | Reduced |
| Legal & General Group Plc | 13,389 | $826.2K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 13,541 | $835.3K | 0.00% | +13,541 | New |