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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1 | $62 | 0.00% | −1,577−99.9% | Reduced |
| SBI Securities Co., Ltd. | 1 | $62 | 0.00% | −1−50.0% | Reduced |
| Basecamp Wealth Advisors LLC | 3 | $187 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 4 | $249 | 0.00% | −134−97.1% | Reduced |
| Sunbelt Securities, Inc. | 5 | $312 | 0.00% | +2+66.7% | Added |
| MAI Capital Management | 8 | $499 | 0.00% | +8 | New |
| Jones Financial Companies LLLP | 12 | $748 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 14 | $872 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 17 | $1.06K | 0.00% | +17 | New |
| True Wealth Design, LLC | 26 | $1.62K | 0.00% | −2−7.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 29 | $1.81K | 0.00% | +29 | New |
| Signaturefd, LLC | 29 | $1.82K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 30 | $2.00K | 0.00% | −4−11.8% | Reduced |
| Rothschild Investment LLC | 45 | $2.80K | 0.00% | +15+50.0% | Added |
| Farther Finance Advisors, LLC | 52 | $3.24K | 0.00% | +52 | New |
| Quarry LP | 54 | $3.37K | 0.00% | +46+575.0% | Added |
| Eurizon Capital SGR S.p.A. | 54 | $3.37K | 0.00% | +54 | New |
| Los Angeles Capital Management LLC | 64 | $3.79K | 0.00% | +64 | New |
| GAMMA Investing LLC | 62 | $3.86K | 0.00% | −32−34.0% | Reduced |
| Allworth Financial LP | 64 | $3.99K | 0.00% | −18−22.0% | Reduced |
| Optiver Holding B.V. | 84 | $5.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 132 | $8.22K | 0.00% | +52+65.0% | Added |
| Quantbot Technologies LP | 150 | $9.35K | 0.00% | −2,243−93.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 150 | $9.35K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 170 | $10.6K | 0.00% | +39+29.8% | Added |
| Smartleaf Asset Management LLC | 199 | $12.4K | 0.00% | +198+19,800.0% | Added |
| EverSource Wealth Advisors, LLC | 281 | $17.5K | 0.00% | −62−18.1% | Reduced |
| City Holding Co | 302 | $18.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 318 | $19.8K | 0.01% | +9+2.9% | Added |
| Aquatic Capital Management LLC | 340 | $21.2K | 0.00% | −1,560−82.1% | Reduced |
| Tower Research Capital LLC (TRC) | 353 | $22.0K | 0.00% | −37−9.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 400 | $24.9K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 425 | $26.0K | 0.00% | −44−9.4% | Reduced |
| Kestra Advisory Services, LLC | 487 | $30.3K | 0.00% | +487 | New |
| HHM Wealth Advisors, LLC | 560 | $34.9K | 0.00% | 00.0% | Unchanged |
| Motco | 585 | $36.5K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 606 | $37.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 883 | $55.0K | 0.01% | −52−5.6% | Reduced |
| Ameritas Investment Partners, Inc. | 1,129 | $70.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,202 | $137.2K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 2,261 | $140.9K | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 2,600 | $162.0K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 2,900 | $180.7K | 0.00% | +400+16.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 3,218 | $200.5K | 0.02% | +3,218 | New |
| Susquehanna Fundamental Investments, LLC | 3,260 | $203.1K | 0.01% | −200−5.8% | Reduced |
| SEI Investments Co | 3,422 | $213.2K | 0.00% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,500 | $218.1K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,536 | $220.0K | 0.06% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,732 | $232.5K | 0.00% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,783 | $235.7K | 0.01% | −2,473−39.5% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,790 | $236.2K | 0.02% | −246−6.1% | Reduced |
| Arizona State Retirement System | 3,794 | $236.4K | 0.00% | −195−4.9% | Reduced |
| Manufacturers Life Insurance Company, The | 4,104 | $255.7K | 0.00% | −466−10.2% | Reduced |
| Quest Partners LLC | 4,254 | $265.1K | 0.01% | +650+18.0% | Added |
| Cassaday & Co Wealth Management LLC | 4,320 | $269.2K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 4,483 | $279.4K | 0.00% | −23−0.5% | Reduced |
| New York State Common Retirement Fund | 4,527 | $282.1K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,548 | $283.4K | 0.00% | +38+0.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 4,680 | $291.6K | 0.00% | −1,558−25.0% | Reduced |
| Stifel Financial Corp | 4,755 | $296.3K | 0.00% | 00.0% | Unchanged |
| Avenir Corp | 4,980 | $310.3K | 0.03% | +4,980 | New |
| NTV Asset Management LLC | 4,996 | $311.3K | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,027 | $313.0K | 0.00% | −27−0.5% | Reduced |
| Citadel Advisors LLC | 5,028 | $313.3K | 0.00% | −3,360−40.1% | Reduced |
| CWM, LLC | 5,128 | $320.0K | 0.00% | +758+17.3% | Added |
| Intech Investment Management LLC | 5,210 | $324.6K | 0.00% | −1,127−17.8% | Reduced |
| Two Sigma Advisers, LP | 5,516 | $343.7K | 0.00% | −4,600−45.5% | Reduced |
| Beacon Pointe Advisors, LLC | 5,805 | $361.7K | 0.00% | +44+0.8% | Added |
| Skopos Labs, Inc. | 5,796 | $364.0K | 0.02% | +5,796 | New |
| Rafferty Asset Management, LLC | 5,923 | $369.1K | 0.00% | −4,790−44.7% | Reduced |
| First Trust Advisors LP | 5,931 | $369.6K | 0.00% | −2,339−28.3% | Reduced |
| Janus Henderson Group PLC | 6,200 | $386.1K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 6,216 | $387.1K | 0.00% | −1,281−17.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,231 | $388.3K | 0.00% | −112−1.8% | Reduced |
| TCTC Holdings, LLC | 6,303 | $392.7K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 6,354 | $395.9K | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 6,409 | $399.4K | 0.00% | +30+0.5% | Added |
| Sterling Capital Management LLC | 6,482 | $403.9K | 0.01% | +5,550+595.5% | Added |
| Pathstone Holdings, LLC | 6,626 | $412.9K | 0.00% | −47−0.7% | Reduced |
| SG Americas Securities, LLC | 6,927 | $432.0K | 0.00% | −1,186−14.6% | Reduced |
| Modera Wealth Management, LLC | 7,200 | $448.6K | 0.01% | 00.0% | Unchanged |
| Millennium Management LLC | 7,290 | $454.2K | 0.00% | +7,290 | New |
| Alps Advisors Inc | 7,472 | $465.6K | 0.00% | +62+0.8% | Added |
| Ieq Capital, LLC | 7,898 | $492.1K | 0.00% | +1,029+15.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,000 | $498.5K | 0.00% | +8,000 | New |
| MetLife Investment Management | 8,003 | $498.7K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 8,030 | $500.3K | 0.00% | +2,607+48.1% | Added |
| Quantinno Capital Management LP | 8,289 | $516.5K | 0.00% | +4,147+100.1% | Added |
| Atlantic Union Bankshares Corp | 8,290 | $516.5K | 0.01% | −1,100−11.7% | Reduced |
| Citigroup Inc | 8,514 | $530.5K | 0.00% | −2,375−21.8% | Reduced |
| Passive Capital Management, LLC. | 8,715 | $543.0K | 0.17% | 00.0% | Unchanged |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9,040 | $563.3K | 0.53% | +9,040 | New |
| Brandywine Global Investment Management, LLC | 9,150 | $570.1K | 0.00% | +9,150 | New |
| Empower Advisory Group, LLC | 9,239 | $575.7K | 0.00% | 00.0% | Unchanged |
| Philadelphia Trust Co | 9,858 | $614.0K | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 10,056 | $626.8K | 0.00% | +10,056 | New |
| HoldCo Asset Management, L.P. | 10,480 | $653.0K | 0.05% | 00.0% | Unchanged |
| FMR LLC | 10,785 | $672.0K | 0.00% | +2,298+27.1% | Added |
| Teacher Retirement System of Texas | 11,177 | $696.4K | 0.00% | −2,364−17.5% | Reduced |
| Quattro Advisors LLC | 11,303 | $704.3K | 0.56% | +11,303 | New |