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 |
|---|---|---|---|---|---|
| Vanguard Global Advisers, LLC | 7,484 | $537.8K | 0.00% | +1,544+26.0% | Added |
| LifeGuide Financial Advisors, LLC | 7,540 | $541.8K | 0.15% | +7,540 | New |
| Passive Capital Management, LLC. | 8,715 | $543.0K | 0.17% | +8,715 | New |
| Jain Global LLC | 7,726 | $555.2K | 0.01% | +7,726 | New |
| ExodusPoint Capital Management, LP | 7,923 | $569.3K | 0.01% | +7,923 | New |
| Wiley Bros.-Aintree Capital, LLC | 8,000 | $574.9K | 0.00% | −5−0.1% | Reduced |
| Alps Advisors Inc | 8,081 | $580.7K | 0.00% | +85+1.1% | Added |
| Schonfeld Strategic Advisors LLC | 8,133 | $584.4K | 0.00% | +8,133 | New |
| Modera Wealth Management, LLC | 8,200 | $589.3K | 0.01% | +1,000+13.9% | Added |
| Summit Trail Advisors, LLC | 8,268 | $594.1K | 0.01% | +8,268 | New |
| LPL Financial LLC | 8,362 | $600.9K | 0.00% | +1,792+27.3% | Added |
| Atlantic Union Bankshares Corp | 8,467 | $608.4K | 0.01% | +1,077+14.6% | Added |
| J.W. Cole Advisors, Inc. | 8,483 | $609.6K | 0.01% | +8,483 | New |
| Voloridge Investment Management, LLC | 8,711 | $626.0K | 0.00% | +8,711 | New |
| SG Americas Securities, LLC | 8,912 | $640.0K | 0.00% | +5,448+157.3% | Added |
| Pacific Ridge Capital Partners, LLC | 9,203 | $661.3K | 0.12% | +3,553+62.9% | Added |
| MetLife Investment Management | 9,489 | $681.9K | 0.00% | +1,785+23.2% | Added |
| Philadelphia Trust Co | 9,858 | $708.0K | 0.05% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 9,974 | $716.8K | 0.00% | +6,080+156.1% | Added |
| Rafferty Asset Management, LLC | 10,222 | $734.6K | 0.00% | +1,670+19.5% | Added |
| HoldCo Asset Management, L.P. | 10,480 | $753.1K | 0.05% | 00.0% | Unchanged |
| Quattro Advisors LLC | 10,670 | $766.7K | 0.51% | −633−5.6% | Reduced |
| Ameriprise Financial Inc | 10,732 | $771.2K | 0.00% | −181−1.7% | Reduced |
| Select Asset Management & Trust | 10,831 | $778.0K | 0.22% | +10,831 | New |
| Mangrove Partners | 11,034 | $792.9K | 0.05% | +7,342+198.9% | Added |
| Davenport & Co LLC | 11,998 | $862.2K | 0.00% | +3,794+46.2% | Added |
| Baird Financial Group, Inc. | 12,120 | $870.9K | 0.00% | −770−6.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,434 | $874.1K | 0.00% | −918−6.9% | Reduced |
| Vanguard Asset Management, Ltd | 13,163 | $945.9K | 0.00% | +3,633+38.1% | Added |
| Brown Advisory Inc | 13,200 | $948.6K | 0.00% | +13,200 | New |
| Wealth Management Associates, Inc. | 13,369 | $960.7K | 0.27% | +13,369 | New |
| Balyasny Asset Management LLC | 13,576 | $975.6K | 0.00% | +13,576 | New |
| Wealthspire Advisors, LLC | 13,655 | $981.2K | 0.01% | +8,898+187.1% | Added |
| Raymond James Financial Inc | 14,665 | $1.05M | 0.00% | +2,263+18.2% | Added |
| Natixis Advisors, L.P. | 14,708 | $1.06M | 0.00% | +14,708 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,093 | $1.08M | 0.00% | +359+2.4% | Added |
| Deutsche Bank AG | 15,464 | $1.11M | 0.00% | +2,174+16.4% | Added |
| Enhancing Capital LLC | 15,508 | $1.11M | 0.77% | +15,508 | New |
| Legal & General Group Plc | 16,074 | $1.15M | 0.00% | +4,466+38.5% | Added |
| Principal Financial Group Inc | 17,766 | $1.28M | 0.00% | +1,102+6.6% | Added |
| Quadrature Capital Ltd | 17,974 | $1.29M | 0.01% | +10,457+139.1% | Added |
| UBS Asset Management Americas Inc | 18,017 | $1.29M | 0.00% | −308−1.7% | Reduced |
| Citigroup Inc | 18,186 | $1.31M | 0.00% | +8,186+81.9% | Added |
| Mercer Global Advisors Inc | 18,261 | $1.31M | 0.00% | −22,085−54.7% | Reduced |
| Invesco Ltd. | 19,657 | $1.41M | 0.00% | +2,459+14.3% | Added |
| California State Teachers Retirement System | 19,752 | $1.42M | 0.00% | +6,524+49.3% | Added |
| Quantinno Capital Management LP | 20,176 | $1.45M | 0.00% | +10,737+113.8% | Added |
| Salzhauer Michael | 20,219 | $1.45M | 0.53% | +14,436+249.6% | Added |
| Rhumbline Advisers | 20,532 | $1.48M | 0.00% | +5,839+39.7% | Added |
| John W. Rosenthal Capital Management, Inc. | 20,895 | $1.50M | 1.31% | +20,895 | New |
| Renaissance Technologies LLC | 20,965 | $1.51M | 0.00% | +20,965 | New |
| Barclays PLC | 21,230 | $1.53M | 0.00% | +5,502+35.0% | Added |
| Fifth Third Bancorp | 21,876 | $1.57M | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 22,199 | $1.59M | 0.00% | +4,023+22.1% | Added |
| Price T Rowe Associates Inc | 22,981 | $1.65M | 0.00% | +4,859+26.8% | Added |
| Franklin Resources Inc | 24,343 | $1.75M | 0.00% | +659+2.8% | Added |
| Millennium Management LLC | 24,609 | $1.77M | 0.00% | +16,244+194.2% | Added |
| First Trust Advisors LP | 24,768 | $1.78M | 0.00% | +14,871+150.3% | Added |
| Moors & Cabot, Inc. | 24,858 | $1.79M | 0.07% | −1,100−4.2% | Reduced |
| Qube Research & Technologies Ltd | 26,047 | $1.87M | 0.00% | +26,047 | New |
| LSV Asset Management | 26,200 | $1.88M | 0.00% | −19,000−42.0% | Reduced |
| D. E. Shaw & Co., Inc. | 26,599 | $1.91M | 0.00% | +8,003+43.0% | Added |
| Wells Fargo & Company | 27,658 | $1.99M | 0.00% | +7,861+39.7% | Added |
| Kestra Advisory Services, LLC | 31,620 | $2.27M | 0.01% | +31,620 | New |
| XTX Topco Ltd | 32,737 | $2.35M | 0.03% | +19,987+156.8% | Added |
| Swiss National Bank | 33,300 | $2.39M | 0.00% | +6,700+25.2% | Added |
| Russell Investments Group, Ltd. | 35,003 | $2.52M | 0.00% | +7,896+29.1% | Added |
| Voleon Capital Management LP | 37,464 | $2.69M | 0.05% | +26,332+236.5% | Added |
| Bank of America Corp | 37,570 | $2.70M | 0.00% | +5,382+16.7% | Added |
| HRT Financial LP | 38,922 | $2.80M | 0.01% | +38,922 | New |
| Nuveen, LLC | 39,512 | $2.84M | 0.00% | +17,898+82.8% | Added |
| Segall Bryant & Hamill, LLC | 42,189 | $3.03M | 0.04% | +42,189 | New |
| Pinnacle Holdings, LLC | 43,156 | $3.10M | 0.96% | −77−0.2% | Reduced |
| UBS Group AG | 47,336 | $3.40M | 0.00% | +3,177+7.2% | Added |
| BNP Paribas Arbitrage, SA | 52,416 | $3.77M | 0.00% | +14,044+36.6% | Added |
| Royce & Associates LP | 54,973 | $3.95M | 0.03% | −4,129−7.0% | Reduced |
| Numerai GP LLC | 55,003 | $3.95M | 0.32% | +55,003 | New |
| AQR Capital Management LLC | 63,604 | $4.57M | 0.00% | +6,177+10.8% | Added |
| Stieven Capital Advisors, L.P. | 63,940 | $4.59M | 0.88% | +63,940 | New |
| Jupiter Asset Management Ltd | 64,238 | $4.62M | 0.02% | +64,238 | New |
| Empowered Funds, LLC | 71,532 | $5.14M | 0.03% | +4,252+6.3% | Added |
| Verdence Capital Advisors LLC | 78,746 | $5.66M | 0.30% | 00.0% | Unchanged |
| Banc Funds Co LLC | 82,374 | $5.92M | 0.98% | +82,374 | New |
| CSM Advisors, LLC | 82,740 | $5.94M | 0.13% | +82,740 | New |
| JPMorgan Chase & Co | 84,287 | $6.07M | 0.00% | +45,827+119.2% | Added |
| Fourthstone LLC | 84,248 | $6.15M | 4.37% | −162,173−65.8% | Reduced |
| Morgan Stanley | 85,977 | $6.18M | 0.00% | −16,883−16.4% | Reduced |
| Two Sigma Investments, LP | 96,630 | $6.94M | 0.01% | +49,345+104.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 104,444 | $7.51M | 0.02% | +2,800+2.8% | Added |
| Bank of New York Mellon Corp | 105,134 | $7.55M | 0.00% | +17,005+19.3% | Added |
| Vanguard Fiduciary Trust Co | 111,057 | $7.98M | 0.00% | +25,565+29.9% | Added |
| Bridgeway Capital Management, LLC | 116,041 | $8.34M | 0.15% | +13,161+12.8% | Added |
| Citadel Advisors LLC | 125,036 | $8.99M | 0.01% | +115,940+1,274.6% | Added |
| Charles Schwab Investment Management Inc | 138,438 | $9.95M | 0.00% | +28,259+25.6% | Added |
| Vanguard Portfolio Management LLC | 146,645 | $10.5M | 0.00% | +12,670+9.5% | Added |
| Northern Trust Corp | 151,090 | $10.9M | 0.00% | +32,393+27.3% | Added |
| Goldman Sachs Group Inc | 172,880 | $12.4M | 0.00% | −10,253−5.6% | Reduced |
| Burke & Herbert Bank & Trust Co | 217,742 | $15.6M | 3.88% | −3,929−1.8% | Reduced |
| Hutchinson Capital Management | 259,080 | $18.6M | 3.19% | +1,000+0.4% | Added |
| Alliancebernstein L.P. | 325,388 | $20.3M | 0.01% | +279,972+616.5% | Added |