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, Q4 2025
Institutional positions in Burke & Herbert Financial Services Corp. as of Dec 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
- 154
- +7 vs. Q3 2025
- Shares held
- 5.94M
- +164.9K (+2.9%) vs. Q3 2025
- Total value
- $370.2M
- +$13.9M (+3.9%) vs. Q3 2025
- New holders
- 17
- 48 more added
- Sold out
- 10
- 50 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Burke & Herbert Financial Services Corp.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 980,249 | $61.1M | 0.00% | +6,991+0.7% | Added |
| Vanguard Group Inc | 779,800 | $48.6M | 0.00% | +14,358+1.9% | Added |
| Geode Capital Management, LLC | 370,707 | $23.1M | 0.00% | −3,389−0.9% | Reduced |
| State Street Corp | 360,845 | $22.5M | 0.00% | −22,693−5.9% | Reduced |
| Dimensional Fund Advisors LP | 317,991 | $19.8M | 0.00% | +36,027+12.8% | Added |
| American Century Companies Inc | 271,716 | $16.9M | 0.01% | +70,016+34.7% | Added |
| Hutchinson Capital Management | 258,080 | $16.1M | 2.76% | 00.0% | Unchanged |
| Burke & Herbert Bank & Trust Co | 221,746 | $13.8M | 3.82% | −35,415−13.8% | Reduced |
| Goldman Sachs Group Inc | 164,263 | $10.2M | 0.00% | +66,778+68.5% | Added |
| Endeavour Capital Advisors Inc | 125,323 | $7.81M | 2.17% | +22,601+22.0% | Added |
| Northern Trust Corp | 112,875 | $7.03M | 0.00% | −10,352−8.4% | Reduced |
| Charles Schwab Investment Management Inc | 109,474 | $6.82M | 0.00% | −1,736−1.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 105,644 | $6.58M | 0.02% | +700+0.7% | Added |
| Morgan Stanley | 97,362 | $6.07M | 0.00% | +35,819+58.2% | Added |
| Bank of New York Mellon Corp | 89,584 | $5.58M | 0.00% | +19,286+27.4% | Added |
| Bridgeway Capital Management, LLC | 81,653 | $5.09M | 0.11% | +57,306+235.4% | Added |
| AQR Capital Management LLC | 74,551 | $4.65M | 0.00% | +9,734+15.0% | Added |
| Fourthstone LLC | 72,663 | $4.53M | 0.85% | −65,098−47.3% | Reduced |
| Verdence Capital Advisors LLC | 66,667 | $4.15M | 0.25% | −1,040−1.5% | Reduced |
| Royce & Associates LP | 59,995 | $3.74M | 0.04% | −15,645−20.7% | Reduced |
| JPMorgan Chase & Co | 56,434 | $3.52M | 0.00% | +1,250+2.3% | Added |
| Empowered Funds, LLC | 46,053 | $2.87M | 0.05% | +25,306+122.0% | Added |
| LSV Asset Management | 45,200 | $2.82M | 0.01% | +4,300+10.5% | Added |
| Alliancebernstein L.P. | 45,016 | $2.80M | 0.00% | +7,400+19.7% | Added |
| Pinnacle Holdings, LLC | 43,289 | $2.70M | 0.91% | 00.0% | Unchanged |
| UBS Group AG | 33,146 | $2.07M | 0.00% | −6,328−16.0% | Reduced |
| EJF Capital LLC | 32,618 | $2.03M | 1.15% | −17,232−34.6% | Reduced |
| Marshall Wace, LLP | 32,393 | $2.02M | 0.00% | −16,120−33.2% | Reduced |
| Two Sigma Investments, LP | 31,963 | $1.99M | 0.00% | −4,342−12.0% | Reduced |
| Wells Fargo & Company | 29,842 | $1.86M | 0.00% | +4,389+17.2% | Added |
| BNP Paribas Arbitrage, SA | 28,496 | $1.78M | 0.00% | +10,640+59.6% | Added |
| Barclays PLC | 28,392 | $1.77M | 0.00% | +3,431+13.7% | Added |
| Russell Investments Group, Ltd. | 27,179 | $1.69M | 0.00% | 00.0% | Unchanged |
| Swiss National Bank | 26,600 | $1.66M | 0.00% | +500+1.9% | Added |
| Moors & Cabot, Inc. | 25,958 | $1.62M | 0.07% | 00.0% | Unchanged |
| Fifth Third Bancorp | 21,876 | $1.36M | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 19,969 | $1.24M | 0.00% | −2,004−9.1% | Reduced |
| Nuveen, LLC | 19,919 | $1.24M | 0.00% | −860−4.1% | Reduced |
| Bank of America Corp | 19,125 | $1.19M | 0.00% | −1,602−7.7% | Reduced |
| D. E. Shaw & Co., Inc. | 18,928 | $1.18M | 0.00% | −7,804−29.2% | Reduced |
| UBS Asset Management Americas Inc | 18,173 | $1.13M | 0.00% | +1,541+9.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,900 | $1.11M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 16,388 | $1.02M | 0.00% | +1,820+12.5% | Added |
| Rhumbline Advisers | 15,797 | $984.3K | 0.00% | −1,938−10.9% | Reduced |
| Ameriprise Financial Inc | 15,463 | $963.5K | 0.00% | +2,661+20.8% | Added |
| Franklin Resources Inc | 14,968 | $932.7K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 14,874 | $927.0K | 0.00% | +2,618+21.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,734 | $918.1K | 0.00% | +34+0.2% | Added |
| Legal & General Group Plc | 14,420 | $899.7K | 0.00% | +1,031+7.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,636 | $850.1K | 0.00% | +134+1.0% | Added |
| California State Teachers Retirement System | 13,329 | $830.5K | 0.00% | +606+4.8% | Added |
| Baird Financial Group, Inc. | 12,890 | $803.2K | 0.00% | 00.0% | Unchanged |
| Voleon Capital Management LP | 12,218 | $761.3K | 0.02% | +2,567+26.6% | Added |
| Deutsche Bank AG | 11,677 | $727.6K | 0.00% | +872+8.1% | Added |
| Quattro Advisors LLC | 11,303 | $704.3K | 0.56% | +11,303 | New |
| Teacher Retirement System of Texas | 11,177 | $696.4K | 0.00% | −2,364−17.5% | Reduced |
| FMR LLC | 10,785 | $672.0K | 0.00% | +2,298+27.1% | Added |
| HoldCo Asset Management, L.P. | 10,480 | $653.0K | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,056 | $626.8K | 0.00% | +10,056 | New |
| Philadelphia Trust Co | 9,858 | $614.0K | 0.04% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 9,239 | $575.7K | 0.00% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 9,150 | $570.1K | 0.00% | +9,150 | New |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9,040 | $563.3K | 0.53% | +9,040 | New |
| Passive Capital Management, LLC. | 8,715 | $543.0K | 0.17% | 00.0% | Unchanged |
| Citigroup Inc | 8,514 | $530.5K | 0.00% | −2,375−21.8% | Reduced |
| Atlantic Union Bankshares Corp | 8,290 | $516.5K | 0.01% | −1,100−11.7% | Reduced |
| Quantinno Capital Management LP | 8,289 | $516.5K | 0.00% | +4,147+100.1% | Added |
| Verition Fund Management LLC | 8,030 | $500.3K | 0.00% | +2,607+48.1% | Added |
| MetLife Investment Management | 8,003 | $498.7K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 8,000 | $498.5K | 0.00% | +8,000 | New |
| Ieq Capital, LLC | 7,898 | $492.1K | 0.00% | +1,029+15.0% | Added |
| Alps Advisors Inc | 7,472 | $465.6K | 0.00% | +62+0.8% | Added |
| Millennium Management LLC | 7,290 | $454.2K | 0.00% | +7,290 | New |
| Modera Wealth Management, LLC | 7,200 | $448.6K | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 6,927 | $432.0K | 0.00% | −1,186−14.6% | Reduced |
| Pathstone Holdings, LLC | 6,626 | $412.9K | 0.00% | −47−0.7% | Reduced |
| Sterling Capital Management LLC | 6,482 | $403.9K | 0.01% | +5,550+595.5% | Added |
| Colony Group, LLC | 6,409 | $399.4K | 0.00% | +30+0.5% | Added |
| Davenport & Co LLC | 6,354 | $395.9K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6,303 | $392.7K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,231 | $388.3K | 0.00% | −112−1.8% | Reduced |
| Mariner, LLC | 6,216 | $387.1K | 0.00% | −1,281−17.1% | Reduced |
| Janus Henderson Group PLC | 6,200 | $386.1K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 5,931 | $369.6K | 0.00% | −2,339−28.3% | Reduced |
| Rafferty Asset Management, LLC | 5,923 | $369.1K | 0.00% | −4,790−44.7% | Reduced |
| Skopos Labs, Inc. | 5,796 | $364.0K | 0.02% | +5,796 | New |
| Beacon Pointe Advisors, LLC | 5,805 | $361.7K | 0.00% | +44+0.8% | Added |
| Two Sigma Advisers, LP | 5,516 | $343.7K | 0.00% | −4,600−45.5% | Reduced |
| Intech Investment Management LLC | 5,210 | $324.6K | 0.00% | −1,127−17.8% | Reduced |
| CWM, LLC | 5,128 | $320.0K | 0.00% | +758+17.3% | Added |
| Citadel Advisors LLC | 5,028 | $313.3K | 0.00% | −3,360−40.1% | Reduced |
| Royal Bank of Canada | 5,027 | $313.0K | 0.00% | −27−0.5% | Reduced |
| NTV Asset Management LLC | 4,996 | $311.3K | 0.03% | 00.0% | Unchanged |
| Avenir Corp | 4,980 | $310.3K | 0.03% | +4,980 | New |
| Stifel Financial Corp | 4,755 | $296.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 4,680 | $291.6K | 0.00% | −1,558−25.0% | Reduced |
| Wealthspire Advisors, LLC | 4,548 | $283.4K | 0.00% | +38+0.8% | Added |
| New York State Common Retirement Fund | 4,527 | $282.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,483 | $279.4K | 0.00% | −23−0.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,320 | $269.2K | 0.01% | 00.0% | Unchanged |