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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 8,081 | $580.7K | 0.00% | +85+1.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 8,000 | $574.9K | 0.00% | −5−0.1% | Reduced |
| ExodusPoint Capital Management, LP | 7,923 | $569.3K | 0.01% | +7,923 | New |
| Jain Global LLC | 7,726 | $555.2K | 0.01% | +7,726 | New |
| Passive Capital Management, LLC. | 8,715 | $543.0K | 0.17% | +8,715 | New |
| LifeGuide Financial Advisors, LLC | 7,540 | $541.8K | 0.15% | +7,540 | New |
| Vanguard Global Advisers, LLC | 7,484 | $537.8K | 0.00% | +1,544+26.0% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 7,365 | $529.2K | 0.04% | −226−3.0% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 7,119 | $511.6K | 0.00% | +801+12.7% | Added |
| Mariner, LLC | 7,066 | $507.8K | 0.00% | +3,516+99.0% | Added |
| Aigen Investment Management, LP | 6,931 | $498.1K | 0.14% | +6,931 | New |
| LS Investment Advisors, LLC | 6,856 | $492.7K | 0.07% | +6,856 | New |
| Captrust Financial Advisors | 6,714 | $482.5K | 0.00% | +6,714 | New |
| Pathstone Holdings, LLC | 6,626 | $476.1K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 6,459 | $464.1K | 0.00% | +1,932+42.7% | Added |
| SEI Investments Co | 6,428 | $461.9K | 0.00% | −1,938−23.2% | Reduced |
| TCTC Holdings, LLC | 6,303 | $452.9K | 0.01% | 00.0% | Unchanged |
| Jupiter Topco LLC | 6,200 | $446.3K | 0.00% | +6,200 | New |
| Prudential Financial Inc | 6,119 | $439.7K | 0.00% | +96+1.6% | Added |
| Royal Bank of Canada | 5,787 | $415.0K | 0.00% | +1,072+22.7% | Added |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5,685 | $408.5K | 0.32% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 5,664 | $407.0K | 0.00% | +5,664 | New |
| Creative Planning | 5,601 | $402.5K | 0.00% | +5,601 | New |
| Colony Group, LLC | 5,304 | $381.1K | 0.00% | −777−12.8% | Reduced |
| Fidelity D & D Bancorp Inc | 5,227 | $375.6K | 0.13% | +5,227 | New |
| Freestone Grove Partners LP | 5,067 | $364.1K | 0.00% | +5,067 | New |
| CI Private Wealth, LLC | 5,009 | $359.9K | 0.00% | +5,009 | New |
| Brevan Howard Capital Management LP | 4,872 | $350.1K | 0.00% | +4,872 | New |
| Sterling Capital Management LLC | 4,828 | $346.9K | 0.01% | +762+18.7% | Added |
| Stifel Financial Corp | 4,755 | $341.7K | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 4,716 | $338.9K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 4,668 | $335.4K | 0.00% | +4,668 | New |
| Arizona State Retirement System | 4,575 | $328.8K | 0.00% | +859+23.1% | Added |
| Aquatic Capital Management LLC | 4,555 | $327.3K | 0.01% | +2,286+100.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 4,521 | $324.9K | 0.00% | 00.0% | Unchanged |
| Atom Investors LP | 4,427 | $318.1K | 0.03% | +4,427 | New |
| Police & Firemen's Retirement System of New Jersey | 4,406 | $316.6K | 0.00% | +674+18.1% | Added |
| Truist Financial Corp | 4,365 | $313.7K | 0.00% | +4,365 | New |
| Ritholtz Wealth Management | 4,329 | $311.1K | 0.00% | +4,329 | New |
| Cassaday & Co Wealth Management LLC | 4,320 | $310.4K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 4,129 | $296.7K | 0.00% | +4,129 | New |
| Cetera Investment Advisers | 4,109 | $295.3K | 0.00% | +4,109 | New |
| Manufacturers Life Insurance Company, The | 4,054 | $291.3K | 0.00% | +322+8.6% | Added |
| Bernardo Wealth Planning LLC | 3,858 | $277.3K | 0.05% | +3,858 | New |
| KLP Kapitalforvaltning AS | 3,800 | $273.1K | 0.00% | +900+31.0% | Added |
| Cito Capital Group, LLC | 3,536 | $254.0K | 0.07% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 3,500 | $251.5K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,478 | $250.0K | 0.01% | +3,478 | New |
| PlanVest Financial, Inc | 3,262 | $234.4K | 0.16% | +11+0.3% | Added |
| Voya Investment Management LLC | 3,236 | $232.5K | 0.00% | +3,236 | New |
| Graves-Light Private Wealth Management, Inc. | 3,218 | $231.2K | 0.02% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 2,978 | $214.0K | 0.00% | +2,978 | New |
| Intech Investment Management LLC | 2,935 | $210.9K | 0.00% | −404−12.1% | Reduced |
| Allstate Corp | 2,909 | $209.0K | 0.00% | +2,909 | New |
| Stonebridge Financial Group, LLC | 2,818 | $202.5K | 0.02% | +2,818 | New |
| The PNC Financial Services Group, Inc. | 2,210 | $158.8K | 0.00% | +8+0.4% | Added |
| First United Bank Trust | 2,202 | $158.2K | 0.05% | −59−2.6% | Reduced |
| FMR LLC | 1,955 | $140.5K | 0.00% | +156+8.7% | Added |
| STRS Ohio | 1,700 | $122.2K | 0.00% | +300+21.4% | Added |
| New York State Teachers Retirement System | 1,494 | $107.0K | 0.00% | +1,494 | New |
| Larson Financial Group LLC | 1,457 | $104.7K | 0.00% | +1,455+72,750.0% | Added |
| Ameritas Investment Partners, Inc. | 1,421 | $102.1K | 0.00% | +292+25.9% | Added |
| Federated Hermes, Inc. | 1,395 | $100.2K | 0.00% | +1,395 | New |
| SRS Capital Advisors, Inc. | 938 | $67.4K | 0.00% | +938 | New |
| Fortitude Family Office, LLC | 885 | $63.6K | 0.01% | +2+0.2% | Added |
| Tower Research Capital LLC (TRC) | 710 | $51.0K | 0.00% | +1+0.1% | Added |
| Heritage Wealth Advisors | 666 | $47.9K | 0.00% | +666 | New |
| State of Alaska, Department of Revenue | 606 | $43.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 560 | $40.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 400 | $28.7K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 302 | $21.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 214 | $15.4K | 0.00% | +164+328.0% | Added |
| Northwestern Mutual Wealth Management Co | 202 | $14.5K | 0.00% | +201+20,100.0% | Added |
| Smartleaf Asset Management LLC | 189 | $13.6K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 175 | $12.6K | 0.00% | −3,322−95.0% | Reduced |
| Essential Partners LLC | 156 | $11.2K | 0.01% | +11+7.6% | Added |
| Nisa Investment Advisors, LLC | 154 | $11.1K | 0.00% | +140+1,000.0% | Added |
| Brown, Lisle/Cummings, Inc. | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 144 | $10.3K | 0.00% | −447−75.6% | Reduced |
| EverSource Wealth Advisors, LLC | 137 | $9.85K | 0.00% | −70−33.8% | Reduced |
| US Bancorp | 137 | $9.85K | 0.00% | +96+234.1% | Added |
| Allworth Financial LP | 136 | $9.77K | 0.00% | +67+97.1% | Added |
| IFP Advisors, Inc | 129 | $9.27K | 0.00% | +10+8.4% | Added |
| Optiver Holding B.V. | 107 | $7.69K | 0.00% | +51+91.1% | Added |
| Bare Financial Services, Inc | 100 | $7.18K | 0.00% | +100 | New |
| GAMMA Investing LLC | 78 | $5.61K | 0.00% | +12+18.2% | Added |
| Umb Bank N A | 58 | $4.17K | 0.00% | +58 | New |
| Silver Grove Financial Group, Inc. | 57 | $4.10K | 0.00% | +57 | New |
| Harbor Capital Advisors, Inc. | 53 | $4.00K | 0.00% | +53 | New |
| Signaturefd, LLC | 55 | $3.96K | 0.00% | +26+89.7% | Added |
| Jones Financial Companies LLLP | 53 | $3.78K | 0.00% | +53 | New |
| Advocate Investing Services LLC | 50 | $3.59K | 0.00% | +50 | New |
| Parallel Advisors, LLC | 46 | $3.31K | 0.00% | +15+48.4% | Added |
| Quarry LP | 38 | $2.73K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 29 | $2.08K | 0.00% | −10−25.6% | Reduced |
| Covestor Ltd | 28 | $2.00K | 0.00% | +12+75.0% | Added |
| True Wealth Design, LLC | 23 | $1.65K | 0.00% | −1−4.2% | Reduced |
| SHP Wealth Management | 20 | $1.44K | 0.00% | +20 | New |
| Pinnacle Wealth Planning Services, Inc. | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $1.22K | 0.00% | +17 | New |