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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 11,677 | $727.6K | 0.00% | +872+8.1% | Added |
| Voleon Capital Management LP | 12,218 | $761.3K | 0.02% | +2,567+26.6% | Added |
| Baird Financial Group, Inc. | 12,890 | $803.2K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 13,329 | $830.5K | 0.00% | +606+4.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,636 | $850.1K | 0.00% | +134+1.0% | Added |
| Legal & General Group Plc | 14,420 | $899.7K | 0.00% | +1,031+7.7% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,734 | $918.1K | 0.00% | +34+0.2% | Added |
| Price T Rowe Associates Inc | 14,874 | $927.0K | 0.00% | +2,618+21.4% | Added |
| Franklin Resources Inc | 14,968 | $932.7K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 15,463 | $963.5K | 0.00% | +2,661+20.8% | Added |
| Rhumbline Advisers | 15,797 | $984.3K | 0.00% | −1,938−10.9% | Reduced |
| Invesco Ltd. | 16,388 | $1.02M | 0.00% | +1,820+12.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 17,900 | $1.11M | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 18,173 | $1.13M | 0.00% | +1,541+9.3% | Added |
| D. E. Shaw & Co., Inc. | 18,928 | $1.18M | 0.00% | −7,804−29.2% | Reduced |
| Bank of America Corp | 19,125 | $1.19M | 0.00% | −1,602−7.7% | Reduced |
| Nuveen, LLC | 19,919 | $1.24M | 0.00% | −860−4.1% | Reduced |
| Mercer Global Advisors Inc | 19,969 | $1.24M | 0.00% | −2,004−9.1% | Reduced |
| Fifth Third Bancorp | 21,876 | $1.36M | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 25,958 | $1.62M | 0.07% | 00.0% | Unchanged |
| Swiss National Bank | 26,600 | $1.66M | 0.00% | +500+1.9% | Added |
| Russell Investments Group, Ltd. | 27,179 | $1.69M | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 28,392 | $1.77M | 0.00% | +3,431+13.7% | Added |
| BNP Paribas Arbitrage, SA | 28,496 | $1.78M | 0.00% | +10,640+59.6% | Added |
| Wells Fargo & Company | 29,842 | $1.86M | 0.00% | +4,389+17.2% | Added |
| Two Sigma Investments, LP | 31,963 | $1.99M | 0.00% | −4,342−12.0% | Reduced |
| Marshall Wace, LLP | 32,393 | $2.02M | 0.00% | −16,120−33.2% | Reduced |
| EJF Capital LLC | 32,618 | $2.03M | 1.15% | −17,232−34.6% | Reduced |
| UBS Group AG | 33,146 | $2.07M | 0.00% | −6,328−16.0% | Reduced |
| Pinnacle Holdings, LLC | 43,289 | $2.70M | 0.91% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 45,016 | $2.80M | 0.00% | +7,400+19.7% | Added |
| LSV Asset Management | 45,200 | $2.82M | 0.01% | +4,300+10.5% | Added |
| Empowered Funds, LLC | 46,053 | $2.87M | 0.05% | +25,306+122.0% | Added |
| JPMorgan Chase & Co | 56,434 | $3.52M | 0.00% | +1,250+2.3% | Added |
| Royce & Associates LP | 59,995 | $3.74M | 0.04% | −15,645−20.7% | Reduced |
| Verdence Capital Advisors LLC | 66,667 | $4.15M | 0.25% | −1,040−1.5% | Reduced |
| Fourthstone LLC | 72,663 | $4.53M | 0.85% | −65,098−47.3% | Reduced |
| AQR Capital Management LLC | 74,551 | $4.65M | 0.00% | +9,734+15.0% | Added |
| Bridgeway Capital Management, LLC | 81,653 | $5.09M | 0.11% | +57,306+235.4% | Added |
| Bank of New York Mellon Corp | 89,584 | $5.58M | 0.00% | +19,286+27.4% | Added |
| Morgan Stanley | 97,362 | $6.07M | 0.00% | +35,819+58.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 105,644 | $6.58M | 0.02% | +700+0.7% | Added |
| Charles Schwab Investment Management Inc | 109,474 | $6.82M | 0.00% | −1,736−1.6% | Reduced |
| Northern Trust Corp | 112,875 | $7.03M | 0.00% | −10,352−8.4% | Reduced |
| Endeavour Capital Advisors Inc | 125,323 | $7.81M | 2.17% | +22,601+22.0% | Added |
| Goldman Sachs Group Inc | 164,263 | $10.2M | 0.00% | +66,778+68.5% | Added |
| Burke & Herbert Bank & Trust Co | 221,746 | $13.8M | 3.82% | −35,415−13.8% | Reduced |
| Hutchinson Capital Management | 258,080 | $16.1M | 2.76% | 00.0% | Unchanged |
| American Century Companies Inc | 271,716 | $16.9M | 0.01% | +70,016+34.7% | Added |
| Dimensional Fund Advisors LP | 317,991 | $19.8M | 0.00% | +36,027+12.8% | Added |
| State Street Corp | 360,845 | $22.5M | 0.00% | −22,693−5.9% | Reduced |
| Geode Capital Management, LLC | 370,707 | $23.1M | 0.00% | −3,389−0.9% | Reduced |
| Vanguard Group Inc | 779,800 | $48.6M | 0.00% | +14,358+1.9% | Added |
| BlackRock, Inc. | 980,249 | $61.1M | 0.00% | +6,991+0.7% | Added |
| Brookstone Capital Management | 0 | $0 | 0.00% | −17,856−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −15,169−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −13,352−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,347−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −11,208−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −8,146−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,704−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,251−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |