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 |
|---|---|---|---|---|---|
| Quest Partners LLC | 4,254 | $265.1K | 0.01% | +650+18.0% | Added |
| Manufacturers Life Insurance Company, The | 4,104 | $255.7K | 0.00% | −466−10.2% | Reduced |
| Arizona State Retirement System | 3,794 | $236.4K | 0.00% | −195−4.9% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,790 | $236.2K | 0.02% | −246−6.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,783 | $235.7K | 0.01% | −2,473−39.5% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,732 | $232.5K | 0.00% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,536 | $220.0K | 0.06% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,500 | $218.1K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 3,422 | $213.2K | 0.00% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 3,260 | $203.1K | 0.01% | −200−5.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 3,218 | $200.5K | 0.02% | +3,218 | New |
| KLP Kapitalforvaltning AS | 2,900 | $180.7K | 0.00% | +400+16.0% | Added |
| STRS Ohio | 2,600 | $162.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 2,261 | $140.9K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,202 | $137.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,129 | $70.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 883 | $55.0K | 0.01% | −52−5.6% | Reduced |
| State of Alaska, Department of Revenue | 606 | $37.0K | 0.00% | 00.0% | Unchanged |
| Motco | 585 | $36.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $34.9K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 487 | $30.3K | 0.00% | +487 | New |
| Amalgamated Bank | 425 | $26.0K | 0.00% | −44−9.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 400 | $24.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 353 | $22.0K | 0.00% | −37−9.5% | Reduced |
| Aquatic Capital Management LLC | 340 | $21.2K | 0.00% | −1,560−82.1% | Reduced |
| Essential Partners LLC | 318 | $19.8K | 0.01% | +9+2.9% | Added |
| City Holding Co | 302 | $18.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 281 | $17.5K | 0.00% | −62−18.1% | Reduced |
| Smartleaf Asset Management LLC | 199 | $12.4K | 0.00% | +198+19,800.0% | Added |
| GWM Advisors LLC | 170 | $10.6K | 0.00% | +39+29.8% | 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 |
| IFP Advisors, Inc | 132 | $8.22K | 0.00% | +52+65.0% | Added |
| Optiver Holding B.V. | 84 | $5.23K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 64 | $3.99K | 0.00% | −18−22.0% | Reduced |
| GAMMA Investing LLC | 62 | $3.86K | 0.00% | −32−34.0% | Reduced |
| Los Angeles Capital Management LLC | 64 | $3.79K | 0.00% | +64 | 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 |
| Farther Finance Advisors, LLC | 52 | $3.24K | 0.00% | +52 | New |
| Rothschild Investment LLC | 45 | $2.80K | 0.00% | +15+50.0% | Added |
| Covestor Ltd | 30 | $2.00K | 0.00% | −4−11.8% | Reduced |
| Signaturefd, LLC | 29 | $1.82K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 29 | $1.81K | 0.00% | +29 | New |
| True Wealth Design, LLC | 26 | $1.62K | 0.00% | −2−7.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17 | $1.06K | 0.00% | +17 | New |
| Nisa Investment Advisors, LLC | 14 | $872 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12 | $748 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 8 | $499 | 0.00% | +8 | New |
| Sunbelt Securities, Inc. | 5 | $312 | 0.00% | +2+66.7% | Added |
| Versant Capital Management, Inc | 4 | $249 | 0.00% | −134−97.1% | Reduced |
| Basecamp Wealth Advisors LLC | 3 | $187 | 0.00% | +3 | New |
| 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 |
| 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 |