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 |
|---|---|---|---|---|---|
| Citigroup Inc | 10,000 | $622.9K | 0.00% | +1,486+17.5% | Added |
| HoldCo Asset Management, L.P. | 10,480 | $652.8K | 0.05% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 10,913 | $679.8K | 0.00% | −4,550−29.4% | Reduced |
| Voleon Capital Management LP | 11,132 | $693.4K | 0.01% | −1,086−8.9% | Reduced |
| Quattro Advisors LLC | 11,303 | $704.1K | 0.61% | 00.0% | Unchanged |
| Legal & General Group Plc | 11,608 | $722.8K | 0.00% | −2,812−19.5% | Reduced |
| Man Group plc | 11,636 | $724.8K | 0.00% | +11,636 | New |
| Raymond James Financial Inc | 12,402 | $772.5K | 0.00% | +12,402 | New |
| XTX Topco Ltd | 12,750 | $794.2K | 0.01% | +12,750 | New |
| Baird Financial Group, Inc. | 12,890 | $802.9K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 13,228 | $824.0K | 0.00% | −101−0.8% | Reduced |
| Deutsche Bank AG | 13,290 | $827.8K | 0.00% | +1,613+13.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 13,352 | $834.3K | 0.00% | −284−2.1% | Reduced |
| Rhumbline Advisers | 14,693 | $915.2K | 0.00% | −1,104−7.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,734 | $917.8K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 15,728 | $979.7K | 0.00% | −12,664−44.6% | Reduced |
| Principal Financial Group Inc | 16,664 | $1.04M | 0.00% | +16,664 | New |
| Invesco Ltd. | 17,198 | $1.07M | 0.00% | +810+4.9% | Added |
| Price T Rowe Associates Inc | 18,122 | $1.13M | 0.00% | +3,248+21.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,176 | $1.13M | 0.00% | +276+1.5% | Added |
| UBS Asset Management Americas Inc | 18,325 | $1.14M | 0.00% | +152+0.8% | Added |
| D. E. Shaw & Co., Inc. | 18,596 | $1.16M | 0.00% | −332−1.8% | Reduced |
| Wells Fargo & Company | 19,797 | $1.23M | 0.00% | −10,045−33.7% | Reduced |
| Jane Street Group, LLC | 21,378 | $1.33M | 0.00% | +21,378 | New |
| Nuveen, LLC | 21,614 | $1.35M | 0.00% | +1,695+8.5% | Added |
| Fifth Third Bancorp | 21,876 | $1.36M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 23,684 | $1.48M | 0.00% | +8,716+58.2% | Added |
| Moors & Cabot, Inc. | 25,958 | $1.62M | 0.07% | 00.0% | Unchanged |
| Swiss National Bank | 26,600 | $1.66M | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 27,107 | $1.69M | 0.00% | −72−0.3% | Reduced |
| Bank of America Corp | 32,188 | $2.00M | 0.00% | +13,063+68.3% | Added |
| JPMorgan Chase & Co | 38,460 | $2.38M | 0.00% | −17,974−31.8% | Reduced |
| BNP Paribas Arbitrage, SA | 38,372 | $2.39M | 0.00% | +9,876+34.7% | Added |
| Mercer Global Advisors Inc | 40,346 | $2.51M | 0.00% | +20,377+102.0% | Added |
| Pinnacle Holdings, LLC | 43,233 | $2.69M | 0.87% | −56−0.1% | Reduced |
| UBS Group AG | 44,159 | $2.75M | 0.00% | +11,013+33.2% | Added |
| LSV Asset Management | 45,200 | $2.82M | 0.01% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 45,416 | $2.83M | 0.00% | +400+0.9% | Added |
| Two Sigma Investments, LP | 47,285 | $2.95M | 0.00% | +15,322+47.9% | Added |
| AQR Capital Management LLC | 57,427 | $3.58M | 0.00% | −17,124−23.0% | Reduced |
| Royce & Associates LP | 59,102 | $3.68M | 0.04% | −893−1.5% | Reduced |
| Empowered Funds, LLC | 67,280 | $4.19M | 0.03% | +21,227+46.1% | Added |
| Verdence Capital Advisors LLC | 78,746 | $4.91M | 0.29% | +12,079+18.1% | Added |
| Vanguard Fiduciary Trust Co | 85,492 | $5.33M | 0.00% | +85,492 | New |
| Bank of New York Mellon Corp | 88,129 | $5.49M | 0.00% | −1,455−1.6% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 101,644 | $6.33M | 0.02% | −4,000−3.8% | Reduced |
| Morgan Stanley | 102,860 | $6.41M | 0.00% | +5,498+5.6% | Added |
| Bridgeway Capital Management, LLC | 102,880 | $6.41M | 0.13% | +21,227+26.0% | Added |
| Charles Schwab Investment Management Inc | 110,179 | $6.86M | 0.00% | +705+0.6% | Added |
| Northern Trust Corp | 118,697 | $7.39M | 0.00% | +5,822+5.2% | Added |
| Vanguard Portfolio Management LLC | 133,975 | $8.35M | 0.00% | +133,975 | New |
| Goldman Sachs Group Inc | 183,133 | $11.4M | 0.00% | +18,870+11.5% | Added |
| Evermay Wealth Management LLC | 185,765 | $11.6M | 1.28% | +185,765 | New |
| Burke & Herbert Bank & Trust Co | 221,671 | $13.8M | 3.82% | −750.0% | Reduced |
| Fourthstone LLC | 246,421 | $15.3M | 2.60% | +173,758+239.1% | Added |
| Hutchinson Capital Management | 258,080 | $16.1M | 2.95% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 305,189 | $19.0M | 4.31% | +179,866+143.5% | Added |
| American Century Companies Inc | 342,469 | $21.3M | 0.01% | +70,753+26.0% | Added |
| Dimensional Fund Advisors LP | 367,948 | $22.9M | 0.00% | +49,957+15.7% | Added |
| Geode Capital Management, LLC | 379,643 | $23.7M | 0.00% | +8,936+2.4% | Added |
| State Street Corp | 403,868 | $25.2M | 0.00% | +43,023+11.9% | Added |
| Vanguard Capital Management LLC | 562,215 | $35.0M | 0.00% | +562,215 | New |
| BlackRock, Inc. | 982,759 | $61.2M | 0.00% | +2,510+0.3% | Added |
| EJF Capital LLC | 0 | $0 | 0.00% | −32,618−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,393−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −11,177−100.0% | Sold out |
| Passive Capital Management, LLC. | 0 | $0 | 0.00% | −8,715−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −8,030−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −7,898−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −5,796−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,516−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,254−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −425−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Basecamp Wealth Advisors LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |