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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 3,989 | $246.1K | 0.00% | +77+2.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 3,732 | $230.2K | 0.00% | +790+26.9% | Added |
| Jump Financial, LLC | 3,704 | $228.5K | 0.00% | +3,704 | New |
| Quest Partners LLC | 3,604 | $222.3K | 0.01% | −3,284−47.7% | Reduced |
| Cito Capital Group, LLC | 3,536 | $218.0K | 0.06% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,500 | $215.9K | 0.01% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 3,460 | $213.4K | 0.01% | −969−21.9% | Reduced |
| SEI Investments Co | 3,422 | $211.1K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 3,251 | $200.5K | 0.00% | +3,251 | New |
| Cubist Systematic Strategies, LLC | 3,106 | $191.6K | 0.00% | −11,001−78.0% | Reduced |
| STRS Ohio | 2,600 | $160.4K | 0.00% | +2,600 | New |
| KLP Kapitalforvaltning AS | 2,500 | $154.2K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,393 | $147.6K | 0.00% | −1,504−38.6% | Reduced |
| First United Bank Trust | 2,261 | $139.5K | 0.05% | +1,109+96.3% | Added |
| The PNC Financial Services Group, Inc. | 2,202 | $135.8K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,900 | $117.2K | 0.00% | +1,900 | New |
| SRS Capital Advisors, Inc. | 1,578 | $97.3K | 0.00% | +1,578 | New |
| Ameritas Investment Partners, Inc. | 1,129 | $69.6K | 0.00% | −243−17.7% | Reduced |
| Fortitude Family Office, LLC | 935 | $57.7K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 932 | $57.5K | 0.00% | +569+156.7% | Added |
| State of Alaska, Department of Revenue | 606 | $37.0K | 0.00% | +606 | New |
| Motco | 585 | $36.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $34.5K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 469 | $29.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $24.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 390 | $24.1K | 0.00% | −3,003−88.5% | Reduced |
| EverSource Wealth Advisors, LLC | 343 | $21.2K | 0.00% | +42+14.0% | Added |
| Essential Partners LLC | 309 | $19.1K | 0.01% | +260+530.6% | Added |
| City Holding Co | 302 | $18.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $9.25K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 138 | $8.51K | 0.00% | +138 | New |
| GWM Advisors LLC | 131 | $8.06K | 0.00% | −38−22.5% | Reduced |
| GAMMA Investing LLC | 94 | $5.80K | 0.00% | +28+42.4% | Added |
| Optiver Holding B.V. | 84 | $5.18K | 0.00% | +84 | New |
| Allworth Financial LP | 82 | $5.06K | 0.00% | +79+2,633.3% | Added |
| IFP Advisors, Inc | 80 | $4.93K | 0.00% | +12+17.6% | Added |
| Clearstead Advisors, LLC | 57 | $3.52K | 0.00% | +24+72.7% | Added |
| Covestor Ltd | 34 | $2.00K | 0.00% | +8+30.8% | Added |
| Rothschild Investment LLC | 30 | $1.85K | 0.00% | +20+200.0% | Added |
| Signaturefd, LLC | 29 | $1.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 28 | $1.73K | 0.00% | +17+154.5% | Added |
| Nisa Investment Advisors, LLC | 14 | $864 | 0.00% | +2+16.7% | Added |
| Jones Financial Companies LLLP | 12 | $752 | 0.00% | −13−52.0% | Reduced |
| Quarry LP | 8 | $494 | 0.00% | +8 | New |
| Sunbelt Securities, Inc. | 3 | $185 | 0.00% | +3 | New |
| Larson Financial Group LLC | 2 | $123 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 2 | $123 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 1 | $61 | 0.00% | +1 | New |
| AA Financial Advisors, LLC | 0 | $0 | 0.00% | −31,166−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −27,424−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,632−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −15,225−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −13,080−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −5,184−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −4,533−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| Avenir Corp | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Jentner Corp | – | – | – | – | Not filed |