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, Q1 2026
Institutional positions in Burke & Herbert Financial Services Corp. as of Mar 31, 2026. 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
- 163
- +11 vs. Q4 2025
- Shares held
- 6.77M
- +1.62M (+31.5%) vs. Q4 2025
- Total value
- $421.9M
- +$100.8M (+31.4%) vs. Q4 2025
- New holders
- 29
- 49 more added
- Sold out
- 18
- 48 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Burke & Herbert Financial Services Corp.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 982,759 | $61.2M | 0.00% | +2,510+0.3% | Added |
| Vanguard Capital Management LLC | 562,215 | $35.0M | 0.00% | +562,215 | New |
| State Street Corp | 403,868 | $25.2M | 0.00% | +43,023+11.9% | Added |
| Geode Capital Management, LLC | 379,643 | $23.7M | 0.00% | +8,936+2.4% | Added |
| Dimensional Fund Advisors LP | 367,948 | $22.9M | 0.00% | +49,957+15.7% | Added |
| American Century Companies Inc | 342,469 | $21.3M | 0.01% | +70,753+26.0% | Added |
| Endeavour Capital Advisors Inc | 305,189 | $19.0M | 4.31% | +179,866+143.5% | Added |
| Hutchinson Capital Management | 258,080 | $16.1M | 2.95% | 00.0% | Unchanged |
| Fourthstone LLC | 246,421 | $15.3M | 2.60% | +173,758+239.1% | Added |
| Burke & Herbert Bank & Trust Co | 221,671 | $13.8M | 3.82% | −750.0% | Reduced |
| Evermay Wealth Management LLC | 185,765 | $11.6M | 1.28% | +185,765 | New |
| Goldman Sachs Group Inc | 183,133 | $11.4M | 0.00% | +18,870+11.5% | Added |
| Vanguard Portfolio Management LLC | 133,975 | $8.35M | 0.00% | +133,975 | New |
| Northern Trust Corp | 118,697 | $7.39M | 0.00% | +5,822+5.2% | Added |
| Charles Schwab Investment Management Inc | 110,179 | $6.86M | 0.00% | +705+0.6% | Added |
| Bridgeway Capital Management, LLC | 102,880 | $6.41M | 0.13% | +21,227+26.0% | Added |
| Morgan Stanley | 102,860 | $6.41M | 0.00% | +5,498+5.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 101,644 | $6.33M | 0.02% | −4,000−3.8% | Reduced |
| Bank of New York Mellon Corp | 88,129 | $5.49M | 0.00% | −1,455−1.6% | Reduced |
| Vanguard Fiduciary Trust Co | 85,492 | $5.33M | 0.00% | +85,492 | New |
| Verdence Capital Advisors LLC | 78,746 | $4.91M | 0.29% | +12,079+18.1% | Added |
| Empowered Funds, LLC | 67,280 | $4.19M | 0.03% | +21,227+46.1% | Added |
| Royce & Associates LP | 59,102 | $3.68M | 0.04% | −893−1.5% | Reduced |
| AQR Capital Management LLC | 57,427 | $3.58M | 0.00% | −17,124−23.0% | Reduced |
| Two Sigma Investments, LP | 47,285 | $2.95M | 0.00% | +15,322+47.9% | Added |
| Alliancebernstein L.P. | 45,416 | $2.83M | 0.00% | +400+0.9% | Added |
| LSV Asset Management | 45,200 | $2.82M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 44,159 | $2.75M | 0.00% | +11,013+33.2% | Added |
| Pinnacle Holdings, LLC | 43,233 | $2.69M | 0.87% | −56−0.1% | Reduced |
| Mercer Global Advisors Inc | 40,346 | $2.51M | 0.00% | +20,377+102.0% | Added |
| BNP Paribas Arbitrage, SA | 38,372 | $2.39M | 0.00% | +9,876+34.7% | Added |
| JPMorgan Chase & Co | 38,460 | $2.38M | 0.00% | −17,974−31.8% | Reduced |
| Bank of America Corp | 32,188 | $2.00M | 0.00% | +13,063+68.3% | Added |
| Russell Investments Group, Ltd. | 27,107 | $1.69M | 0.00% | −72−0.3% | Reduced |
| Swiss National Bank | 26,600 | $1.66M | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 25,958 | $1.62M | 0.07% | 00.0% | Unchanged |
| Franklin Resources Inc | 23,684 | $1.48M | 0.00% | +8,716+58.2% | Added |
| Fifth Third Bancorp | 21,876 | $1.36M | 0.00% | 00.0% | Unchanged |
| Nuveen, LLC | 21,614 | $1.35M | 0.00% | +1,695+8.5% | Added |
| Jane Street Group, LLC | 21,378 | $1.33M | 0.00% | +21,378 | New |
| Wells Fargo & Company | 19,797 | $1.23M | 0.00% | −10,045−33.7% | Reduced |
| D. E. Shaw & Co., Inc. | 18,596 | $1.16M | 0.00% | −332−1.8% | Reduced |
| UBS Asset Management Americas Inc | 18,325 | $1.14M | 0.00% | +152+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,176 | $1.13M | 0.00% | +276+1.5% | Added |
| Price T Rowe Associates Inc | 18,122 | $1.13M | 0.00% | +3,248+21.8% | Added |
| Invesco Ltd. | 17,198 | $1.07M | 0.00% | +810+4.9% | Added |
| Principal Financial Group Inc | 16,664 | $1.04M | 0.00% | +16,664 | New |
| Barclays PLC | 15,728 | $979.7K | 0.00% | −12,664−44.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,734 | $917.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 14,693 | $915.2K | 0.00% | −1,104−7.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,352 | $834.3K | 0.00% | −284−2.1% | Reduced |
| Deutsche Bank AG | 13,290 | $827.8K | 0.00% | +1,613+13.8% | Added |
| California State Teachers Retirement System | 13,228 | $824.0K | 0.00% | −101−0.8% | Reduced |
| Baird Financial Group, Inc. | 12,890 | $802.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 12,750 | $794.2K | 0.01% | +12,750 | New |
| Raymond James Financial Inc | 12,402 | $772.5K | 0.00% | +12,402 | New |
| Man Group plc | 11,636 | $724.8K | 0.00% | +11,636 | New |
| Legal & General Group Plc | 11,608 | $722.8K | 0.00% | −2,812−19.5% | Reduced |
| Quattro Advisors LLC | 11,303 | $704.1K | 0.61% | 00.0% | Unchanged |
| Voleon Capital Management LP | 11,132 | $693.4K | 0.01% | −1,086−8.9% | Reduced |
| Ameriprise Financial Inc | 10,913 | $679.8K | 0.00% | −4,550−29.4% | Reduced |
| HoldCo Asset Management, L.P. | 10,480 | $652.8K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 10,000 | $622.9K | 0.00% | +1,486+17.5% | Added |
| First Trust Advisors LP | 9,897 | $616.5K | 0.00% | +3,966+66.9% | Added |
| Philadelphia Trust Co | 9,858 | $614.0K | 0.04% | 00.0% | Unchanged |
| Vanguard Asset Management, Ltd | 9,530 | $593.6K | 0.00% | +9,530 | New |
| Quantinno Capital Management LP | 9,439 | $588.0K | 0.00% | +1,150+13.9% | Added |
| Empower Advisory Group, LLC | 9,239 | $575.5K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,096 | $566.6K | 0.00% | +4,068+80.9% | Added |
| Rafferty Asset Management, LLC | 8,552 | $532.7K | 0.00% | +2,629+44.4% | Added |
| Susquehanna International Group, LLP | 8,490 | $528.8K | 0.00% | +8,490 | New |
| SEI Investments Co | 8,366 | $521.1K | 0.00% | +4,944+144.5% | Added |
| Millennium Management LLC | 8,365 | $521.1K | 0.00% | +1,075+14.7% | Added |
| Davenport & Co LLC | 8,204 | $511.0K | 0.00% | +1,850+29.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,005 | $498.6K | 0.00% | +5+0.1% | Added |
| Alps Advisors Inc | 7,996 | $498.1K | 0.00% | +524+7.0% | Added |
| MetLife Investment Management | 7,704 | $479.9K | 0.00% | −299−3.7% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,591 | $472.8K | 0.04% | +3,801+100.3% | Added |
| Quadrature Capital Ltd | 7,517 | $468.2K | 0.01% | +7,517 | New |
| Atlantic Union Bankshares Corp | 7,390 | $460.3K | 0.01% | −900−10.9% | Reduced |
| Modera Wealth Management, LLC | 7,200 | $448.5K | 0.01% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,802 | $423.0K | 0.00% | −3,254−32.4% | Reduced |
| Pathstone Holdings, LLC | 6,626 | $412.7K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 6,570 | $409.3K | 0.00% | +6,570 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 6,318 | $393.5K | 0.00% | +87+1.4% | Added |
| TCTC Holdings, LLC | 6,303 | $392.6K | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 6,200 | $386.2K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 6,109 | $380.5K | 0.04% | +6,109 | New |
| Colony Group, LLC | 6,081 | $378.8K | 0.00% | −328−5.1% | Reduced |
| Prudential Financial Inc | 6,023 | $375.2K | 0.00% | +6,023 | New |
| Y-Intercept (Hong Kong) Ltd | 6,013 | $374.6K | 0.01% | +2,230+58.9% | Added |
| Vanguard Global Advisers, LLC | 5,940 | $370.0K | 0.00% | +5,940 | New |
| Salzhauer Michael | 5,783 | $360.2K | 0.17% | +5,783 | New |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5,685 | $354.1K | 0.32% | −3,355−37.1% | Reduced |
| Pacific Ridge Capital Partners, LLC | 5,650 | $351.9K | 0.08% | +5,650 | New |
| Wealthspire Advisors, LLC | 4,757 | $296.3K | 0.00% | +209+4.6% | Added |
| Stifel Financial Corp | 4,755 | $296.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,715 | $294.0K | 0.00% | −312−6.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 4,716 | $293.8K | 0.00% | +4,716 | New |
| Susquehanna Portfolio Strategies, LLC | 4,680 | $291.5K | 0.00% | 00.0% | Unchanged |