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 |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 452,257 | $32.5M | 0.01% | +84,309+22.9% | Added |
| Endeavour Capital Advisors Inc | 459,176 | $33.0M | 6.77% | +153,987+50.5% | Added |
| Geode Capital Management, LLC | 462,137 | $33.2M | 0.00% | +82,494+21.7% | Added |
| American Century Companies Inc | 489,212 | $35.2M | 0.02% | +146,743+42.8% | Added |
| State Street Corp | 557,547 | $40.1M | 0.00% | +153,679+38.1% | Added |
| Vanguard Capital Management LLC | 750,129 | $53.9M | 0.00% | +187,914+33.4% | Added |
| BlackRock, Inc. | 1,218,420 | $87.6M | 0.00% | +235,661+24.0% | Added |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −185,765−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,378−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −11,636−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −9,239−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −8,490−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,802−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,109−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,013−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −4,680−100.0% | Sold out |
| NTV Asset Management LLC | 0 | $0 | 0.00% | −4,496−100.0% | Sold out |
| Avenir Corp | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |