Burke & Herbert Financial Services Corp.
BHRB- 交易所
- Nasdaq
- 產業
- National Commercial Banks
- SEC CIK
- 0001964333
近 90 天，Burke & Herbert Financial Services Corp. 內部人申報 5 筆公開市場買進、5 筆賣出；2026 年第 2 季末有 207 家機構在 13F 申報持有，市值合計 $6.44 億；沒有大師持有。
2025 年第 1 季 13F 持有人
Burke & Herbert Financial Services Corp. 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 137
- 較 2024 年第 4 季 +18 家
- 持有股數
- 519.9 萬
- 較 2024 年第 4 季 +3.32 萬 (+0.6%)
- 總市值
- $2.92 億
- 較 2024 年第 4 季 −$3,044 萬 (−9.4%)
- 新進機構
- 30
- 另有 33 家加碼
- 清倉機構
- 12
- 另有 37 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BHRB 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 207 | $6.44 億 |
| 2026 年第 1 季 | 163 | $4.22 億 |
| 2025 年第 4 季 | 154 | $3.70 億 |
| 2025 年第 3 季 | 148 | $3.57 億 |
| 2025 年第 2 季 | 136 | $3.25 億 |
| 2025 年第 1 季 | 137 | $2.92 億 |
| 2024 年第 4 季 | 120 | $3.24 億 |
| 2024 年第 3 季 | 108 | $3.04 億 |
| 2024 年第 2 季 | 105 | $2.37 億 |
| 2024 年第 1 季 | 54 | $1.05 億 |
| 2023 年第 4 季 | 56 | $1.24 億 |
| 2023 年第 3 季 | 51 | $8,929 萬 |
| 2023 年第 2 季 | 52 | $1.05 億 |
| 2023 年第 1 季 | 2 | $533.1 萬 |
| 2022 年第 4 季 | 2 | $445.3 萬 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2025 年第 1 季持有機構
每家機構持有 Burke & Herbert Financial Services Corp. 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Covestor Ltd | 1 | $0 | 0.00% | +1 | 新進 |
| IFP Advisors, Inc | 0 | $281 | 0.00% | 0 | 不變 |
| EverSource Wealth Advisors, LLC | 5 | $281 | 0.00% | +5 | 新進 |
| Stephens Consulting, LLC | 5 | $281 | 0.00% | +5 | 新進 |
| Parkside Financial Bank & Trust | 10 | $562 | 0.00% | +10 | 新進 |
| True Wealth Design, LLC | 11 | $618 | 0.00% | +11 | 新進 |
| Nisa Investment Advisors, LLC | 12 | $673 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 13 | $728 | 0.00% | +13 | 新進 |
| SRS Capital Advisors, Inc. | 14 | $786 | 0.00% | −166−92.2% | 減碼 |
| Continuum Advisory, LLC | 17 | $954 | 0.00% | +17 | 新進 |
| Signaturefd, LLC | 29 | $1,637 | 0.00% | 00.0% | 不變 |
| Rothschild Investment LLC | 30 | $1,683 | 0.00% | +10+50.0% | 加碼 |
| Coldstream Capital Management Inc | 54 | $3,030 | 0.00% | +54 | 新進 |
| Versant Capital Management, Inc | 69 | $3,872 | 0.00% | +69 | 新進 |
| CWM, LLC | 101 | $6,000 | 0.00% | +40+65.6% | 加碼 |
| GAMMA Investing LLC | 112 | $6,284 | 0.00% | +68+154.5% | 加碼 |
| Point72 (DIFC) Ltd | 148 | $8,331 | 0.00% | +148 | 新進 |
| Brown, Lisle/Cummings, Inc. | 150 | $8,417 | 0.00% | 00.0% | 不變 |
| Sterling Capital Management LLC | 234 | $1.31 萬 | 0.00% | −199−46.0% | 減碼 |
| City Holding Co | 302 | $1.69 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 400 | $2.24 萬 | 0.00% | 00.0% | 不變 |
| Amalgamated Bank | 469 | $2.60 萬 | 0.00% | +45+10.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 495 | $2.78 萬 | 0.00% | −852−63.3% | 減碼 |
| HHM Wealth Advisors, LLC | 560 | $3.14 萬 | 0.00% | 00.0% | 不變 |
| Motco | 585 | $3.28 萬 | 0.00% | 00.0% | 不變 |
| State of Wyoming | 878 | $4.93 萬 | 0.01% | +878 | 新進 |
| Fortitude Family Office, LLC | 936 | $5.25 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 1,063 | $5.97 萬 | 0.00% | −3,330−75.8% | 減碼 |
| First United Bank Trust | 1,152 | $6.46 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,372 | $7.70 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,802 | $10.1 萬 | 0.00% | +920+104.3% | 加碼 |
| KLP Kapitalforvaltning AS | 2,500 | $14.0 萬 | 0.00% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,521 | $14.1 萬 | 0.01% | +2,521 | 新進 |
| Police & Firemen's Retirement System of New Jersey | 2,942 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| Cito Capital Group, LLC | 3,536 | $19.8 萬 | 0.08% | 00.0% | 不變 |
| Hendershot Investments Inc. | 3,540 | $19.9 萬 | 0.03% | −3,552−50.1% | 減碼 |
| Quantbot Technologies LP | 3,605 | $20.2 萬 | 0.01% | +3,604+360,400.0% | 加碼 |
| Arizona State Retirement System | 3,865 | $21.7 萬 | 0.00% | −12−0.3% | 減碼 |
| Avenir Corp | 3,900 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| HSBC Holdings PLC | 3,989 | $22.1 萬 | 0.00% | +3,989 | 新進 |
| Voya Investment Management LLC | 3,959 | $22.2 萬 | 0.00% | −342−8.0% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 4,028 | $22.6 萬 | 0.03% | −840−17.3% | 減碼 |
| Tiaa Trust, National Association | 4,180 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 4,320 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 4,429 | $24.9 萬 | 0.00% | −1,377−23.7% | 減碼 |
| Voleon Capital Management LP | 4,444 | $24.9 萬 | 0.02% | −481−9.8% | 減碼 |
| New York State Common Retirement Fund | 4,527 | $25.4 萬 | 0.00% | 00.0% | 不變 |
| Quest Partners LLC | 4,601 | $25.8 萬 | 0.03% | +1,711+59.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 4,751 | $26.7 萬 | 0.02% | +4,751 | 新進 |
| Stifel Financial Corp | 4,755 | $26.7 萬 | 0.00% | 00.0% | 不變 |
| Verition Fund Management LLC | 4,807 | $27.0 萬 | 0.00% | +4,807 | 新進 |
| Burney Co | 4,816 | $27.0 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 4,842 | $27.2 萬 | 0.00% | −41−0.8% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 4,924 | $27.6 萬 | 0.00% | +4,924 | 新進 |
| Truist Financial Corp | 5,023 | $28.2 萬 | 0.00% | −428−7.9% | 減碼 |
| BNP Paribas Arbitrage, SA | 5,078 | $28.5 萬 | 0.00% | +791+18.5% | 加碼 |
| Colony Group, LLC | 5,142 | $28.9 萬 | 0.00% | 00.0% | 不變 |
| NTV Asset Management LLC | 5,265 | $29.5 萬 | 0.04% | 00.0% | 不變 |
| Delphi Management Inc | 5,520 | $31.0 萬 | 0.32% | +980+21.6% | 加碼 |
| Jentner Corp | 5,667 | $31.8 萬 | 0.10% | +45+0.8% | 加碼 |
| Royal Bank of Canada | 5,767 | $32.4 萬 | 0.00% | −671−10.4% | 減碼 |
| SG Americas Securities, LLC | 5,808 | $32.6 萬 | 0.00% | −1,783−23.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 6,130 | $34.4 萬 | 0.00% | +23+0.4% | 加碼 |
| Modera Wealth Management, LLC | 6,200 | $34.8 萬 | 0.00% | −80−1.3% | 減碼 |
| TCTC Holdings, LLC | 6,303 | $35.4 萬 | 0.01% | 00.0% | 不變 |
| SEI Investments Co | 6,372 | $35.8 萬 | 0.00% | +6,372 | 新進 |
| Marex Group plc | 6,500 | $36.5 萬 | 0.01% | +6,500 | 新進 |
| Corebridge Financial, Inc. | 6,635 | $37.2 萬 | 0.00% | −98−1.5% | 減碼 |
| Intech Investment Management LLC | 6,761 | $37.9 萬 | 0.00% | +2,300+51.6% | 加碼 |
| Two Sigma Advisers, LP | 6,916 | $38.8 萬 | 0.00% | +6,916 | 新進 |
| Mariner, LLC | 7,232 | $40.6 萬 | 0.00% | −246−3.3% | 減碼 |
| Quadrature Capital Ltd | 7,636 | $42.8 萬 | 0.01% | −6,795−47.1% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 8,030 | $45.1 萬 | 0.00% | +319+4.1% | 加碼 |
| MetLife Investment Management | 8,097 | $45.4 萬 | 0.00% | −117−1.4% | 減碼 |
| FMR LLC | 8,226 | $46.2 萬 | 0.00% | +7,480+1,002.7% | 加碼 |
| Passive Capital Management, LLC. | 8,715 | $48.9 萬 | 0.15% | −153−1.7% | 減碼 |
| First Trust Advisors LP | 8,984 | $50.4 萬 | 0.00% | −64−0.7% | 減碼 |
| Trexquant Investment LP | 9,386 | $52.7 萬 | 0.01% | +3,496+59.4% | 加碼 |
| Deutsche Bank AG | 9,485 | $53.2 萬 | 0.00% | −1,175−11.0% | 減碼 |
| Philadelphia Trust Co | 9,858 | $55.3 萬 | 0.05% | 00.0% | 不變 |
| Invesco Ltd. | 10,144 | $56.9 萬 | 0.00% | +4,414+77.0% | 加碼 |
| Sandy Spring Bank | 10,190 | $57.2 萬 | 0.02% | −72−0.7% | 減碼 |
| Citigroup Inc | 10,201 | $57.2 萬 | 0.00% | −1,685−14.2% | 減碼 |
| Price T Rowe Associates Inc | 10,465 | $58.8 萬 | 0.00% | +636+6.5% | 加碼 |
| Alliancebernstein L.P. | 11,136 | $62.5 萬 | 0.00% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 11,560 | $64.9 萬 | 0.00% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 12,400 | $69.6 萬 | 0.00% | 00.0% | 不變 |
| UBS Group AG | 12,713 | $71.3 萬 | 0.00% | +663+5.5% | 加碼 |
| California State Teachers Retirement System | 12,722 | $71.4 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 12,790 | $71.8 萬 | 0.00% | 00.0% | 不變 |
| Legal & General Group Plc | 12,851 | $72.2 萬 | 0.00% | 00.0% | 不變 |
| Emerald Mutual Fund Advisers Trust | 13,080 | $73.4 萬 | 0.05% | 00.0% | 不變 |
| Citadel Advisors LLC | 13,338 | $74.8 萬 | 0.00% | −6,995−34.4% | 減碼 |
| Franklin Resources Inc | 14,968 | $84.0 萬 | 0.00% | 00.0% | 不變 |
| Kennedy Capital Management, Inc. | 15,169 | $85.1 萬 | 0.02% | +15,169 | 新進 |
| Susquehanna International Group, LLP | 17,369 | $97.5 萬 | 0.00% | +10,703+160.6% | 加碼 |
| Cubist Systematic Strategies, LLC | 17,451 | $97.9 萬 | 0.01% | +17,451 | 新進 |
| Rhumbline Advisers | 17,663 | $99.1 萬 | 0.00% | −885−4.8% | 減碼 |
| Bank of America Corp | 17,717 | $99.4 萬 | 0.00% | +199+1.1% | 加碼 |
| Ameriprise Financial Inc | 19,202 | $107.7 萬 | 0.00% | +19,202 | 新進 |