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, Q2 2026
Institutional positions in Burke & Herbert Financial Services Corp. as of Jun 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
- Institutional holders
- 207
- +47 vs. Q1 2026
- Shares held
- 9.00M
- +2.24M (+33.1%) vs. Q1 2026
- Total value
- $643.9M
- +$222.6M (+52.8%) vs. Q1 2026
- New holders
- 64
- 94 more added
- Sold out
- 17
- 27 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Burke & Herbert Financial Services Corp.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 1 | $72 | 0.00% | −1−50.0% | Reduced |
| Global Retirement Partners, LLC | 1 | $72 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $72 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $72 | 0.00% | +1 | New |
| Kilter Group LLC | 2 | $144 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 3 | $216 | 0.00% | −39−92.9% | Reduced |
| Clearstead Advisors, LLC | 12 | $863 | 0.00% | +12 | New |
| Pinnacle Wealth Planning Services, Inc. | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $1.22K | 0.00% | +17 | New |
| SHP Wealth Management | 20 | $1.44K | 0.00% | +20 | New |
| True Wealth Design, LLC | 23 | $1.65K | 0.00% | −1−4.2% | Reduced |
| Covestor Ltd | 28 | $2.00K | 0.00% | +12+75.0% | Added |
| Rothschild Investment LLC | 29 | $2.08K | 0.00% | −10−25.6% | Reduced |
| Quarry LP | 38 | $2.73K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 46 | $3.31K | 0.00% | +15+48.4% | Added |
| Advocate Investing Services LLC | 50 | $3.59K | 0.00% | +50 | New |
| Jones Financial Companies LLLP | 53 | $3.78K | 0.00% | +53 | New |
| Signaturefd, LLC | 55 | $3.96K | 0.00% | +26+89.7% | Added |
| Harbor Capital Advisors, Inc. | 53 | $4.00K | 0.00% | +53 | New |
| Silver Grove Financial Group, Inc. | 57 | $4.10K | 0.00% | +57 | New |
| Umb Bank N A | 58 | $4.17K | 0.00% | +58 | New |
| GAMMA Investing LLC | 78 | $5.61K | 0.00% | +12+18.2% | Added |
| Bare Financial Services, Inc | 100 | $7.18K | 0.00% | +100 | New |
| Optiver Holding B.V. | 107 | $7.69K | 0.00% | +51+91.1% | Added |
| IFP Advisors, Inc | 129 | $9.27K | 0.00% | +10+8.4% | Added |
| Allworth Financial LP | 136 | $9.77K | 0.00% | +67+97.1% | Added |
| EverSource Wealth Advisors, LLC | 137 | $9.85K | 0.00% | −70−33.8% | Reduced |
| US Bancorp | 137 | $9.85K | 0.00% | +96+234.1% | Added |
| Los Angeles Capital Management LLC | 144 | $10.3K | 0.00% | −447−75.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 154 | $11.1K | 0.00% | +140+1,000.0% | Added |
| Essential Partners LLC | 156 | $11.2K | 0.01% | +11+7.6% | Added |
| Quantbot Technologies LP | 175 | $12.6K | 0.00% | −3,322−95.0% | Reduced |
| Smartleaf Asset Management LLC | 189 | $13.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 202 | $14.5K | 0.00% | +201+20,100.0% | Added |
| Versant Capital Management, Inc | 214 | $15.4K | 0.00% | +164+328.0% | Added |
| City Holding Co | 302 | $21.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $28.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $40.2K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 606 | $43.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 666 | $47.9K | 0.00% | +666 | New |
| Tower Research Capital LLC (TRC) | 710 | $51.0K | 0.00% | +1+0.1% | Added |
| Fortitude Family Office, LLC | 885 | $63.6K | 0.01% | +2+0.2% | Added |
| SRS Capital Advisors, Inc. | 938 | $67.4K | 0.00% | +938 | New |
| Federated Hermes, Inc. | 1,395 | $100.2K | 0.00% | +1,395 | New |
| Ameritas Investment Partners, Inc. | 1,421 | $102.1K | 0.00% | +292+25.9% | Added |
| Larson Financial Group LLC | 1,457 | $104.7K | 0.00% | +1,455+72,750.0% | Added |
| New York State Teachers Retirement System | 1,494 | $107.0K | 0.00% | +1,494 | New |
| STRS Ohio | 1,700 | $122.2K | 0.00% | +300+21.4% | Added |
| FMR LLC | 1,955 | $140.5K | 0.00% | +156+8.7% | Added |
| First United Bank Trust | 2,202 | $158.2K | 0.05% | −59−2.6% | Reduced |
| The PNC Financial Services Group, Inc. | 2,210 | $158.8K | 0.00% | +8+0.4% | Added |
| Stonebridge Financial Group, LLC | 2,818 | $202.5K | 0.02% | +2,818 | New |
| Allstate Corp | 2,909 | $209.0K | 0.00% | +2,909 | New |
| Intech Investment Management LLC | 2,935 | $210.9K | 0.00% | −404−12.1% | Reduced |
| Pictet Asset Management Holding SA | 2,978 | $214.0K | 0.00% | +2,978 | New |
| Graves-Light Private Wealth Management, Inc. | 3,218 | $231.2K | 0.02% | 00.0% | Unchanged |
| Voya Investment Management LLC | 3,236 | $232.5K | 0.00% | +3,236 | New |
| PlanVest Financial, Inc | 3,262 | $234.4K | 0.16% | +11+0.3% | Added |
| Virtu Financial LLC | 3,478 | $250.0K | 0.01% | +3,478 | New |
| Lowe Brockenbrough & Co Inc | 3,500 | $251.5K | 0.01% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,536 | $254.0K | 0.07% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 3,800 | $273.1K | 0.00% | +900+31.0% | Added |
| Bernardo Wealth Planning LLC | 3,858 | $277.3K | 0.05% | +3,858 | New |
| Manufacturers Life Insurance Company, The | 4,054 | $291.3K | 0.00% | +322+8.6% | Added |
| Cetera Investment Advisers | 4,109 | $295.3K | 0.00% | +4,109 | New |
| Commonwealth Equity Services, LLC | 4,129 | $296.7K | 0.00% | +4,129 | New |
| Cassaday & Co Wealth Management LLC | 4,320 | $310.4K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 4,329 | $311.1K | 0.00% | +4,329 | New |
| Truist Financial Corp | 4,365 | $313.7K | 0.00% | +4,365 | New |
| Police & Firemen's Retirement System of New Jersey | 4,406 | $316.6K | 0.00% | +674+18.1% | Added |
| Atom Investors LP | 4,427 | $318.1K | 0.03% | +4,427 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,521 | $324.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 4,555 | $327.3K | 0.01% | +2,286+100.7% | Added |
| Arizona State Retirement System | 4,575 | $328.8K | 0.00% | +859+23.1% | Added |
| O'Shaughnessy Asset Management, LLC | 4,668 | $335.4K | 0.00% | +4,668 | New |
| Vanguard Investments Australia, Ltd. | 4,716 | $338.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,755 | $341.7K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 4,828 | $346.9K | 0.01% | +762+18.7% | Added |
| Brevan Howard Capital Management LP | 4,872 | $350.1K | 0.00% | +4,872 | New |
| CI Private Wealth, LLC | 5,009 | $359.9K | 0.00% | +5,009 | New |
| Freestone Grove Partners LP | 5,067 | $364.1K | 0.00% | +5,067 | New |
| Fidelity D & D Bancorp Inc | 5,227 | $375.6K | 0.13% | +5,227 | New |
| Colony Group, LLC | 5,304 | $381.1K | 0.00% | −777−12.8% | Reduced |
| Creative Planning | 5,601 | $402.5K | 0.00% | +5,601 | New |
| Sequoia Financial Advisors, LLC | 5,664 | $407.0K | 0.00% | +5,664 | New |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5,685 | $408.5K | 0.32% | 00.0% | Unchanged |
| Royal Bank of Canada | 5,787 | $415.0K | 0.00% | +1,072+22.7% | Added |
| Prudential Financial Inc | 6,119 | $439.7K | 0.00% | +96+1.6% | Added |
| Jupiter Topco LLC | 6,200 | $446.3K | 0.00% | +6,200 | New |
| TCTC Holdings, LLC | 6,303 | $452.9K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 6,428 | $461.9K | 0.00% | −1,938−23.2% | Reduced |
| New York State Common Retirement Fund | 6,459 | $464.1K | 0.00% | +1,932+42.7% | Added |
| Pathstone Holdings, LLC | 6,626 | $476.1K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,714 | $482.5K | 0.00% | +6,714 | New |
| LS Investment Advisors, LLC | 6,856 | $492.7K | 0.07% | +6,856 | New |
| Aigen Investment Management, LP | 6,931 | $498.1K | 0.14% | +6,931 | New |
| Mariner, LLC | 7,066 | $507.8K | 0.00% | +3,516+99.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 7,119 | $511.6K | 0.00% | +801+12.7% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,365 | $529.2K | 0.04% | −226−3.0% | Reduced |