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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, Q3 2026

Institutional positions in Burke & Herbert Financial Services Corp. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
1
−1 vs. Q2 2026
Shares held
214
−2.82K (−92.9%) vs. Q2 2026
Total value
$14.7K
−$203.2K (−93.3%) vs. Q2 2026
New holders
0
0 more added
Sold out
1
0 more reduced

205 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding Burke & Herbert Financial Services Corp.; share changes are against Q2 2026.

Institutions holding BHRB in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc214$14.7K0.00%00.0%Unchanged
Stonebridge Financial Group, LLC0$00.00%−2,818−100.0%Sold out
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
State Street Corp––––Not filed
American Century Companies Inc––––Not filed
Geode Capital Management, LLC––––Not filed
Endeavour Capital Advisors Inc––––Not filed
Dimensional Fund Advisors LP––––Not filed
Alliancebernstein L.P.––––Not filed
Hutchinson Capital Management––––Not filed
Burke & Herbert Bank & Trust Co––––Not filed
Goldman Sachs Group Inc––––Not filed
Northern Trust Corp––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Citadel Advisors LLC––––Not filed
Bridgeway Capital Management, LLC––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Bank of New York Mellon Corp––––Not filed
Hotchkis & Wiley Capital Management LLC––––Not filed
Two Sigma Investments, LP––––Not filed
Morgan Stanley––––Not filed
Fourthstone LLC––––Not filed
JPMorgan Chase & Co––––Not filed
CSM Advisors, LLC––––Not filed
Banc Funds Co LLC––––Not filed
Verdence Capital Advisors LLC––––Not filed
Empowered Funds, LLC––––Not filed
Jupiter Asset Management Ltd––––Not filed
Stieven Capital Advisors, L.P.––––Not filed
AQR Capital Management LLC––––Not filed
Numerai GP LLC––––Not filed
Royce & Associates LP––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
UBS Group AG––––Not filed
Pinnacle Holdings, LLC––––Not filed
Segall Bryant & Hamill, LLC––––Not filed
Nuveen, LLC––––Not filed
HRT Financial LP––––Not filed
Bank of America Corp––––Not filed
Voleon Capital Management LP––––Not filed
Russell Investments Group, Ltd.––––Not filed
Swiss National Bank––––Not filed
XTX Topco Ltd––––Not filed
Kestra Advisory Services, LLC––––Not filed
Wells Fargo & Company––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
LSV Asset Management––––Not filed
Qube Research & Technologies Ltd––––Not filed
Moors & Cabot, Inc.––––Not filed
First Trust Advisors LP––––Not filed
Millennium Management LLC––––Not filed
Franklin Resources Inc––––Not filed
Price T Rowe Associates Inc––––Not filed
Cambridge Investment Research Advisors, Inc.––––Not filed
Fifth Third Bancorp––––Not filed
Barclays PLC––––Not filed
Renaissance Technologies LLC––––Not filed
John W. Rosenthal Capital Management, Inc.––––Not filed
Rhumbline Advisers––––Not filed
Salzhauer Michael––––Not filed
Quantinno Capital Management LP––––Not filed
California State Teachers Retirement System––––Not filed
Invesco Ltd.––––Not filed
Mercer Global Advisors Inc––––Not filed
Citigroup Inc––––Not filed
UBS Asset Management Americas Inc––––Not filed
Quadrature Capital Ltd––––Not filed
Principal Financial Group Inc––––Not filed
Legal & General Group Plc––––Not filed
Enhancing Capital LLC––––Not filed
Deutsche Bank AG––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Natixis Advisors, L.P.––––Not filed
Raymond James Financial Inc––––Not filed
Wealthspire Advisors, LLC––––Not filed
Balyasny Asset Management LLC––––Not filed
Wealth Management Associates, Inc.––––Not filed
Brown Advisory Inc––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Wealth Enhancement Advisory Services, LLC––––Not filed
Baird Financial Group, Inc.––––Not filed
Davenport & Co LLC––––Not filed
Mangrove Partners––––Not filed
Select Asset Management & Trust––––Not filed
Ameriprise Financial Inc––––Not filed
Quattro Advisors LLC––––Not filed
HoldCo Asset Management, L.P.––––Not filed
Rafferty Asset Management, LLC––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Philadelphia Trust Co––––Not filed
MetLife Investment Management––––Not filed
Pacific Ridge Capital Partners, LLC––––Not filed
SG Americas Securities, LLC––––Not filed
Voloridge Investment Management, LLC––––Not filed
J.W. Cole Advisors, Inc.––––Not filed
Atlantic Union Bankshares Corp––––Not filed
LPL Financial LLC––––Not filed
Summit Trail Advisors, LLC––––Not filed