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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $62 | 0.00% | −28−96.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 1 | $62 | 0.00% | +1 | New |
| Farther Finance Advisors, LLC | 2 | $125 | 0.00% | −50−96.2% | Reduced |
| Larson Financial Group LLC | 2 | $125 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 4 | $249 | 0.00% | −1−20.0% | Reduced |
| MAI Capital Management | 4 | $250 | 0.00% | −4−50.0% | Reduced |
| Rockefeller Capital Management L.P. | 12 | $747 | 0.00% | +12 | New |
| Nisa Investment Advisors, LLC | 14 | $872 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 16 | $1.00K | 0.00% | −14−46.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17 | $1.06K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 19 | $1.18K | 0.00% | +19 | New |
| True Wealth Design, LLC | 24 | $1.50K | 0.00% | −2−7.7% | Reduced |
| Signaturefd, LLC | 29 | $1.82K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 31 | $1.93K | 0.00% | +31 | New |
| Quarry LP | 38 | $2.37K | 0.00% | −16−29.6% | Reduced |
| Rothschild Investment LLC | 39 | $2.43K | 0.00% | −6−13.3% | Reduced |
| US Bancorp | 41 | $2.55K | 0.00% | +41 | New |
| SBI Securities Co., Ltd. | 42 | $2.62K | 0.00% | +41+4,100.0% | Added |
| Versant Capital Management, Inc | 50 | $3.12K | 0.00% | +46+1,150.0% | Added |
| Optiver Holding B.V. | 56 | $3.49K | 0.00% | −28−33.3% | Reduced |
| GAMMA Investing LLC | 66 | $4.11K | 0.00% | +4+6.5% | Added |
| Allworth Financial LP | 69 | $4.30K | 0.00% | +5+7.8% | Added |
| IFP Advisors, Inc | 119 | $7.41K | 0.00% | −13−9.8% | Reduced |
| Essential Partners LLC | 145 | $9.03K | 0.00% | −173−54.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 150 | $9.34K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 185 | $11.5K | 0.00% | +185 | New |
| Smartleaf Asset Management LLC | 189 | $11.7K | 0.00% | −10−5.0% | Reduced |
| EverSource Wealth Advisors, LLC | 207 | $12.9K | 0.00% | −74−26.3% | Reduced |
| City Holding Co | 302 | $18.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $24.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $34.9K | 0.00% | 00.0% | Unchanged |
| Motco | 585 | $36.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 591 | $36.8K | 0.00% | +527+823.4% | Added |
| State of Alaska, Department of Revenue | 606 | $37.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 709 | $44.2K | 0.00% | +356+100.8% | Added |
| Fortitude Family Office, LLC | 883 | $55.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,129 | $70.3K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 1,400 | $87.2K | 0.00% | −1,200−46.2% | Reduced |
| FMR LLC | 1,799 | $112.1K | 0.00% | −8,986−83.3% | Reduced |
| The PNC Financial Services Group, Inc. | 2,202 | $137.2K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 2,261 | $140.8K | 0.05% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 2,269 | $141.3K | 0.00% | +1,929+567.4% | Added |
| KLP Kapitalforvaltning AS | 2,900 | $180.6K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 3,218 | $200.4K | 0.02% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 3,251 | $202.5K | 0.15% | +3,251 | New |
| Intech Investment Management LLC | 3,339 | $208.0K | 0.00% | −1,871−35.9% | Reduced |
| SG Americas Securities, LLC | 3,464 | $216.0K | 0.00% | −3,463−50.0% | Reduced |
| Quantbot Technologies LP | 3,497 | $217.8K | 0.01% | +3,347+2,231.3% | Added |
| Lowe Brockenbrough & Co Inc | 3,500 | $218.0K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,536 | $220.0K | 0.07% | 00.0% | Unchanged |
| Mariner, LLC | 3,550 | $221.1K | 0.00% | −2,666−42.9% | Reduced |
| CWM, LLC | 3,662 | $228.1K | 0.00% | −1,466−28.6% | Reduced |
| Mangrove Partners | 3,692 | $230.0K | 0.02% | +3,692 | New |
| Arizona State Retirement System | 3,716 | $231.5K | 0.00% | −78−2.1% | Reduced |
| Manufacturers Life Insurance Company, The | 3,732 | $232.5K | 0.00% | −372−9.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 3,732 | $232.5K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 3,894 | $242.6K | 0.00% | −589−13.1% | Reduced |
| Avenir Corp | 4,000 | $249.2K | 0.03% | −980−19.7% | Reduced |
| Sterling Capital Management LLC | 4,066 | $253.3K | 0.00% | −2,416−37.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,320 | $269.1K | 0.01% | 00.0% | Unchanged |
| NTV Asset Management LLC | 4,496 | $280.1K | 0.03% | −500−10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,521 | $281.6K | 0.00% | +4,521 | New |
| New York State Common Retirement Fund | 4,527 | $282.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 4,680 | $291.5K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 4,716 | $293.8K | 0.00% | +4,716 | New |
| Royal Bank of Canada | 4,715 | $294.0K | 0.00% | −312−6.2% | Reduced |
| Stifel Financial Corp | 4,755 | $296.2K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 4,757 | $296.3K | 0.00% | +209+4.6% | Added |
| Pacific Ridge Capital Partners, LLC | 5,650 | $351.9K | 0.08% | +5,650 | New |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5,685 | $354.1K | 0.32% | −3,355−37.1% | Reduced |
| Salzhauer Michael | 5,783 | $360.2K | 0.17% | +5,783 | New |
| Vanguard Global Advisers, LLC | 5,940 | $370.0K | 0.00% | +5,940 | New |
| Y-Intercept (Hong Kong) Ltd | 6,013 | $374.6K | 0.01% | +2,230+58.9% | Added |
| Prudential Financial Inc | 6,023 | $375.2K | 0.00% | +6,023 | New |
| Colony Group, LLC | 6,081 | $378.8K | 0.00% | −328−5.1% | Reduced |
| Mirabella Financial Services LLP | 6,109 | $380.5K | 0.04% | +6,109 | New |
| Janus Henderson Group PLC | 6,200 | $386.2K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6,303 | $392.6K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,318 | $393.5K | 0.00% | +87+1.4% | Added |
| LPL Financial LLC | 6,570 | $409.3K | 0.00% | +6,570 | New |
| Pathstone Holdings, LLC | 6,626 | $412.7K | 0.00% | 00.0% | Unchanged |
| HSBC Holdings PLC | 6,802 | $423.0K | 0.00% | −3,254−32.4% | Reduced |
| Modera Wealth Management, LLC | 7,200 | $448.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7,390 | $460.3K | 0.01% | −900−10.9% | Reduced |
| Quadrature Capital Ltd | 7,517 | $468.2K | 0.01% | +7,517 | New |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,591 | $472.8K | 0.04% | +3,801+100.3% | Added |
| MetLife Investment Management | 7,704 | $479.9K | 0.00% | −299−3.7% | Reduced |
| Alps Advisors Inc | 7,996 | $498.1K | 0.00% | +524+7.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,005 | $498.6K | 0.00% | +5+0.1% | Added |
| Davenport & Co LLC | 8,204 | $511.0K | 0.00% | +1,850+29.1% | Added |
| Millennium Management LLC | 8,365 | $521.1K | 0.00% | +1,075+14.7% | Added |
| SEI Investments Co | 8,366 | $521.1K | 0.00% | +4,944+144.5% | Added |
| Susquehanna International Group, LLP | 8,490 | $528.8K | 0.00% | +8,490 | New |
| Rafferty Asset Management, LLC | 8,552 | $532.7K | 0.00% | +2,629+44.4% | Added |
| Citadel Advisors LLC | 9,096 | $566.6K | 0.00% | +4,068+80.9% | Added |
| Empower Advisory Group, LLC | 9,239 | $575.5K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 9,439 | $588.0K | 0.00% | +1,150+13.9% | Added |
| Vanguard Asset Management, Ltd | 9,530 | $593.6K | 0.00% | +9,530 | New |
| Philadelphia Trust Co | 9,858 | $614.0K | 0.04% | 00.0% | Unchanged |
| First Trust Advisors LP | 9,897 | $616.5K | 0.00% | +3,966+66.9% | Added |