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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
Modera Wealth Management, LLC––––Not filed
Schonfeld Strategic Advisors LLC––––Not filed
Alps Advisors Inc––––Not filed
Wiley Bros.-Aintree Capital, LLC––––Not filed
ExodusPoint Capital Management, LP––––Not filed
Jain Global LLC––––Not filed
Passive Capital Management, LLC.––––Not filed
LifeGuide Financial Advisors, LLC––––Not filed
Vanguard Global Advisers, LLC––––Not filed
Folger Nolan Fleming Douglas Capital Management, Inc––––Not filed
Mirae Asset Global ETFs Holdings Ltd.––––Not filed
Mariner, LLC––––Not filed
Aigen Investment Management, LP––––Not filed
LS Investment Advisors, LLC––––Not filed
Captrust Financial Advisors––––Not filed
Pathstone Holdings, LLC––––Not filed
New York State Common Retirement Fund––––Not filed
SEI Investments Co––––Not filed
TCTC Holdings, LLC––––Not filed
Jupiter Topco LLC––––Not filed
Prudential Financial Inc––––Not filed
Royal Bank of Canada––––Not filed
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies––––Not filed
Sequoia Financial Advisors, LLC––––Not filed
Creative Planning––––Not filed
Colony Group, LLC––––Not filed
Fidelity D & D Bancorp Inc––––Not filed
Freestone Grove Partners LP––––Not filed
CI Private Wealth, LLC––––Not filed
Brevan Howard Capital Management LP––––Not filed
Sterling Capital Management LLC––––Not filed
Stifel Financial Corp––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
O'Shaughnessy Asset Management, LLC––––Not filed
Arizona State Retirement System––––Not filed
Aquatic Capital Management LLC––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Atom Investors LP––––Not filed
Police & Firemen's Retirement System of New Jersey––––Not filed
Truist Financial Corp––––Not filed
Ritholtz Wealth Management––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Commonwealth Equity Services, LLC––––Not filed
Cetera Investment Advisers––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Bernardo Wealth Planning LLC––––Not filed
KLP Kapitalforvaltning AS––––Not filed
Cito Capital Group, LLC––––Not filed
Lowe Brockenbrough & Co Inc––––Not filed
Virtu Financial LLC––––Not filed
PlanVest Financial, Inc––––Not filed
Voya Investment Management LLC––––Not filed
Graves-Light Private Wealth Management, Inc.––––Not filed
Pictet Asset Management Holding SA––––Not filed
Intech Investment Management LLC––––Not filed
Allstate Corp––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
First United Bank Trust––––Not filed
FMR LLC––––Not filed
STRS Ohio––––Not filed
New York State Teachers Retirement System––––Not filed
Larson Financial Group LLC––––Not filed
Ameritas Investment Partners, Inc.––––Not filed
Federated Hermes, Inc.––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Fortitude Family Office, LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Heritage Wealth Advisors––––Not filed
State of Alaska, Department of Revenue––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Steward Partners Investment Advisory, LLC––––Not filed
City Holding Co––––Not filed
Northwestern Mutual Wealth Management Co––––Not filed
Smartleaf Asset Management LLC––––Not filed
Quantbot Technologies LP––––Not filed
Essential Partners LLC––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Brown, Lisle/Cummings, Inc.––––Not filed
Los Angeles Capital Management LLC––––Not filed
US Bancorp––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Allworth Financial LP––––Not filed
IFP Advisors, Inc––––Not filed
Optiver Holding B.V.––––Not filed
Bare Financial Services, Inc––––Not filed
GAMMA Investing LLC––––Not filed
Umb Bank N A––––Not filed
Silver Grove Financial Group, Inc.––––Not filed
Harbor Capital Advisors, Inc.––––Not filed
Signaturefd, LLC––––Not filed
Jones Financial Companies LLLP––––Not filed
Advocate Investing Services LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Quarry LP––––Not filed
Rothschild Investment LLC––––Not filed
Covestor Ltd––––Not filed
True Wealth Design, LLC––––Not filed
SHP Wealth Management––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Continuum Advisory, LLC––––Not filed