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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.

Institutional holdersQ1 2026: 163 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 2 institutionsQ1 2023: 2 institutionsQ2 2023: 52 institutionsQ3 2023: 51 institutionsQ4 2023: 56 institutionsQ1 2024: 54 institutionsQ2 2024: 105 institutionsQ3 2024: 108 institutionsQ4 2024: 120 institutionsQ1 2025: 137 institutionsQ2 2025: 136 institutionsQ3 2025: 148 institutionsQ4 2025: 154 institutionsQ1 2026: 163 institutionsQ2 2026: 207 institutions
Value heldQ1 2026: $421.9M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $4.45MQ1 2023: $5.33MQ2 2023: $105.1MQ3 2023: $89.3MQ4 2023: $123.6MQ1 2024: $105.3MQ2 2024: $236.8MQ3 2024: $304.4MQ4 2024: $323.9MQ1 2025: $291.7MQ2 2025: $325.1MQ3 2025: $356.5MQ4 2025: $370.2MQ1 2026: $421.9MQ2 2026: $643.9M
Institutions holding BHRB and their total value by quarter
QuarterHoldersValue
Q2 2026207$643.9M
Q1 2026163$421.9M
Q4 2025154$370.2M
Q3 2025148$356.5M
Q2 2025136$325.1M
Q1 2025137$291.7M
Q4 2024120$323.9M
Q3 2024108$304.4M
Q2 2024105$236.8M
Q1 202454$105.3M
Q4 202356$123.6M
Q3 202351$89.3M
Q2 202352$105.1M
Q1 20232$5.33M
Q4 20222$4.45M
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$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.

Institutions holding BHRB in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
New York State Common Retirement Fund4,527$282.0K0.00%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)4,521$281.6K0.00%+4,521New
NTV Asset Management LLC4,496$280.1K0.03%−500−10.0%Reduced
Cassaday & Co Wealth Management LLC4,320$269.1K0.01%00.0%Unchanged
Sterling Capital Management LLC4,066$253.3K0.00%−2,416−37.3%Reduced
Avenir Corp4,000$249.2K0.03%−980−19.7%Reduced
Advisor Group Holdings, Inc.3,894$242.6K0.00%−589−13.1%Reduced
Manufacturers Life Insurance Company, The3,732$232.5K0.00%−372−9.1%Reduced
Police & Firemen's Retirement System of New Jersey3,732$232.5K0.00%00.0%Unchanged
Arizona State Retirement System3,716$231.5K0.00%−78−2.1%Reduced
Mangrove Partners3,692$230.0K0.02%+3,692New
CWM, LLC3,662$228.1K0.00%−1,466−28.6%Reduced
Mariner, LLC3,550$221.1K0.00%−2,666−42.9%Reduced
Cito Capital Group, LLC3,536$220.0K0.07%00.0%Unchanged
Lowe Brockenbrough & Co Inc3,500$218.0K0.01%00.0%Unchanged
Quantbot Technologies LP3,497$217.8K0.01%+3,347+2,231.3%Added
SG Americas Securities, LLC3,464$216.0K0.00%−3,463−50.0%Reduced
Intech Investment Management LLC3,339$208.0K0.00%−1,871−35.9%Reduced
PlanVest Financial, Inc3,251$202.5K0.15%+3,251New
Graves-Light Private Wealth Management, Inc.3,218$200.4K0.02%00.0%Unchanged
KLP Kapitalforvaltning AS2,900$180.6K0.00%00.0%Unchanged
Aquatic Capital Management LLC2,269$141.3K0.00%+1,929+567.4%Added
First United Bank Trust2,261$140.8K0.05%00.0%Unchanged
The PNC Financial Services Group, Inc.2,202$137.2K0.00%00.0%Unchanged
FMR LLC1,799$112.1K0.00%−8,986−83.3%Reduced
STRS Ohio1,400$87.2K0.00%−1,200−46.2%Reduced
Ameritas Investment Partners, Inc.1,129$70.3K0.00%00.0%Unchanged
Fortitude Family Office, LLC883$55.0K0.01%00.0%Unchanged
Tower Research Capital LLC (TRC)709$44.2K0.00%+356+100.8%Added
State of Alaska, Department of Revenue606$37.0K0.00%00.0%Unchanged
Los Angeles Capital Management LLC591$36.8K0.00%+527+823.4%Added
Motco585$36.4K0.00%00.0%Unchanged
HHM Wealth Advisors, LLC560$34.9K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC400$24.9K0.00%00.0%Unchanged
City Holding Co302$18.8K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC207$12.9K0.00%−74−26.3%Reduced
Smartleaf Asset Management LLC189$11.7K0.00%−10−5.0%Reduced
True Link Financial Advisors, LLC185$11.5K0.00%+185New
Brown, Lisle/Cummings, Inc.150$9.34K0.00%00.0%Unchanged
Essential Partners LLC145$9.03K0.00%−173−54.4%Reduced
IFP Advisors, Inc119$7.41K0.00%−13−9.8%Reduced
Allworth Financial LP69$4.30K0.00%+5+7.8%Added
GAMMA Investing LLC66$4.11K0.00%+4+6.5%Added
Optiver Holding B.V.56$3.49K0.00%−28−33.3%Reduced
Versant Capital Management, Inc50$3.12K0.00%+46+1,150.0%Added
SBI Securities Co., Ltd.42$2.62K0.00%+41+4,100.0%Added
US Bancorp41$2.55K0.00%+41New
Rothschild Investment LLC39$2.43K0.00%−6−13.3%Reduced
Quarry LP38$2.37K0.00%−16−29.6%Reduced
Parallel Advisors, LLC31$1.93K0.00%+31New
Signaturefd, LLC29$1.82K0.00%00.0%Unchanged
True Wealth Design, LLC24$1.50K0.00%−2−7.7%Reduced
Root Financial Partners, LLC19$1.18K0.00%+19New
Pinnacle Wealth Planning Services, Inc.17$1.06K0.00%00.0%Unchanged
Covestor Ltd16$1.00K0.00%−14−46.7%Reduced
Nisa Investment Advisors, LLC14$8720.00%00.0%Unchanged
Rockefeller Capital Management L.P.12$7470.00%+12New
MAI Capital Management4$2500.00%−4−50.0%Reduced
Sunbelt Securities, Inc.4$2490.00%−1−20.0%Reduced
Farther Finance Advisors, LLC2$1250.00%−50−96.2%Reduced
Larson Financial Group LLC2$1250.00%+2New
Northwestern Mutual Wealth Management Co1$620.00%−28−96.6%Reduced
Twin Peaks Wealth Advisors, LLC1$620.00%+1New
EJF Capital LLC0$00.00%−32,618−100.0%Sold out
Marshall Wace, LLP0$00.00%−32,393−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−11,177−100.0%Sold out
Passive Capital Management, LLC.0$00.00%−8,715−100.0%Sold out
Verition Fund Management LLC0$00.00%−8,030−100.0%Sold out
Ieq Capital, LLC0$00.00%−7,898−100.0%Sold out
Skopos Labs, Inc.0$00.00%−5,796−100.0%Sold out
Beacon Pointe Advisors, LLC0$00.00%−5,805−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−5,516−100.0%Sold out
Quest Partners LLC0$00.00%−4,254−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−3,260−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−487−100.0%Sold out
Amalgamated Bank0$00.00%−425−100.0%Sold out
GWM Advisors LLC0$00.00%−170−100.0%Sold out
Eurizon Capital SGR S.p.A.0$00.00%−54−100.0%Sold out
Jones Financial Companies LLLP0$00.00%−12−100.0%Sold out
Basecamp Wealth Advisors LLC0$00.00%−3−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
Brandywine Global Investment Management, LLC––––Not filed