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BHRB · Burke & Herbert Financial Services Corp.

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$71.54 -1.31 (-1.80%) At close · Jul 17
Market Cap
$1.44B
Shares
20.15M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 164
Total Value: $414,875,653
Total Shares: 6,652,369
Showing 1–100 of 164 holdings by value · page 1 of 2

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 162 13F filers
Top Holder
14.8%
Jun 2023 → Mar 2026 · range 14.8% – 24.1%
of institutional value
Top 5
40.6%
Jun 2023 → Mar 2026 · range 40.6% – 73.9%
of institutional value
Top 10
61.3%
Jun 2023 → Mar 2026 · range 61.3% – 89.0%
of institutional value
HHI
521
Jun 2023 → Mar 2026 · range 521 – 1,331
Broadly held
Showing 100 of 164
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $61,216,052 14.76% 982,759
Mega VANGUARD CAPITAL MANAGEMENT LLC $35,020,372 8.44% 562,215
Mega STATE STREET CORP $25,156,937 6.06% 403,868
Mega GEODE CAPITAL MANAGEMENT, LLC $23,647,961 5.70% 379,643
Mega DIMENSIONAL FUND ADVISORS LP $22,919,479 5.52% 367,948
Mega AMERICAN CENTURY COMPANIES INC $21,332,394 5.14% 342,469
Small ENDEAVOUR CAPITAL ADVISORS INC $19,010,222 4.58% 305,189
Small HUTCHINSON CAPITAL MANAGEMENT/CA $16,075,803 3.87% 258,080
Small Fourthstone LLC $15,349,564 3.70% 246,421
Small BURKE & HERBERT BANK & TRUST CO Bank $13,807,885 3.33% 221,671
Small EVERMAY WEALTH MANAGEMENT LLC $11,571,301 2.79% 185,765
Mega GOLDMAN SACHS GROUP INC $11,407,354 2.75% 183,133
Mega NORTHERN TRUST CORP Bank $7,393,634 1.78% 118,697
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $6,863,049 1.65% 110,179
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $6,408,395 1.54% 102,880
Mega MORGAN STANLEY $6,407,144 1.54% 102,860
Large HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $6,331,404 1.53% 101,644
Mega Bank of New York Mellon Corp Bank $5,489,554 1.32% 88,129
Mega VANGUARD FIDUCIARY TRUST CO Bank $5,325,296 1.28% 85,492
Mid Verdence Capital Advisors LLC $4,905,088 1.18% 78,746
Large Empowered Funds, LLC $4,190,871 1.01% 67,280
Mid ROYCE & ASSOCIATES LP $3,681,463 0.89% 59,102
Mega AQR CAPITAL MANAGEMENT LLC $3,577,126 0.86% 57,427
Mega TWO SIGMA INVESTMENTS, LP $2,945,382 0.71% 47,285
Mega ALLIANCEBERNSTEIN L.P. $2,828,962 0.68% 45,416
Large LSV ASSET MANAGEMENT $2,815,508 0.68% 45,200
Mega UBS Group AG $2,750,664 0.66% 44,159
Small Pinnacle Holdings, LLC $2,692,983 0.65% 43,233
Large MERCER GLOBAL ADVISORS INC /ADV $2,513,152 0.61% 40,346
Mega JPMORGAN CHASE & CO $2,395,671 0.58% 38,460
Mega BNP PARIBAS ARBITRAGE, SA $2,390,191 0.58% 38,372
Mega BANK OF AMERICA CORP /DE/ Bank $2,004,990 0.48% 32,188
Large Russell Investments Group, Ltd. $1,688,494 0.41% 27,107
Mega Swiss National Bank Bank $1,656,914 0.40% 26,600
Mid Moors & Cabot, Inc. $1,616,923 0.39% 25,958
Mega FRANKLIN RESOURCES INC $1,475,275 0.36% 23,684
Large FIFTH THIRD BANCORP Bank $1,362,656 0.33% 21,876
Mega Nuveen, LLC $1,346,335 0.32% 21,614
Mega JANE STREET GROUP, LLC $1,331,635 0.32% 21,378
Mega WELLS FARGO & COMPANY/MN $1,233,153 0.30% 19,797
Mega D. E. Shaw & Co., Inc. $1,158,344 0.28% 18,596
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1,141,464 0.28% 18,325
Large Cambridge Investment Research Advisors, Inc. $1,132,183 0.27% 18,176
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,128,819 0.27% 18,122
Mega Invesco Ltd. $1,071,262 0.26% 17,198
Mega PRINCIPAL FINANCIAL GROUP INC $1,038,000 0.25% 16,664
Mega BARCLAYS PLC $979,695 0.24% 15,728
Large Universal- Beteiligungs- und Servicegesellschaft mbH $917,780 0.22% 14,734
Mega RHUMBLINE ADVISERS $915,226 0.22% 14,693
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $893,507 0.22% 12,434
Large DAVENPORT & Co LLC $862,176 0.21% 11,998
Mega DEUTSCHE BANK AG\ Bank $827,834 0.20% 13,290
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $823,972 0.20% 13,228
Large Baird Financial Group, Inc. $802,918 0.19% 12,890
Mid XTX Topco Ltd $794,197 0.19% 12,750
Mega RAYMOND JAMES FINANCIAL INC $772,520 0.19% 12,402
Large Man Group plc $724,806 0.17% 11,636
Mega Legal & General Group Plc $723,060 0.17% 11,608
Micro Quattro Advisors LLC $704,063 0.17% 11,303
Mid Voleon Capital Management LP $693,412 0.17% 11,132
Mega AMERIPRISE FINANCIAL INC $679,770 0.16% 10,913
Mid HoldCo Asset Management, LP $652,799 0.16% 10,480
Mega CITIGROUP INC $622,898 0.15% 10,000
Mega FIRST TRUST ADVISORS LP $616,484 0.15% 9,897
Mid PHILADELPHIA TRUST CO Bank $614,054 0.15% 9,858
Mega VANGUARD ASSET MANAGEMENT, Ltd $593,623 0.14% 9,530
Large Quantinno Capital Management LP $587,955 0.14% 9,439
Large Empower Advisory Group, LLC $575,497 0.14% 9,239
Mega CITADEL ADVISORS LLC $566,589 0.14% 9,096
Micro LifeGuide Financial Advisors, LLC $541,824 0.13% 7,540
Large Rafferty Asset Management, LLC $532,704 0.13% 8,552
Small FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC $529,248 0.13% 7,365
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $528,842 0.13% 8,490
Large SEI INVESTMENTS CO $521,118 0.13% 8,366
Mega MILLENNIUM MANAGEMENT LLC $521,055 0.13% 8,365
Large &PARTNERS $498,631 0.12% 8,005
Large ALPS ADVISORS INC $498,070 0.12% 7,996
Large MetLife Investment Management, LLC $479,882 0.12% 7,704
Mid Quadrature Capital Ltd $468,233 0.11% 7,517
Mid Atlantic Union Bankshares Corp $460,323 0.11% 7,390
Mid Modera Wealth Management, LLC $448,488 0.11% 7,200
Mega HSBC HOLDINGS PLC $423,696 0.10% 6,802
Large Pathstone Holdings, LLC $412,733 0.10% 6,626
Mega LPL Financial LLC $409,245 0.10% 6,570
Mid Sequoia Financial Advisors, LLC $407,015 0.10% 5,664
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $393,548 0.09% 6,318
Mid TCTC Holdings, LLC $392,613 0.09% 6,303
Mega JANUS HENDERSON GROUP PLC $386,198 0.09% 6,200
Small MIRABELLA FINANCIAL SERVICES LLP $380,529 0.09% 6,109
Large Focus Partners Wealth $378,785 0.09% 6,081
Large PRUDENTIAL FINANCIAL INC $375,172 0.09% 6,023
Mega Vanguard Global Advisers, LLC $370,002 0.09% 5,940
Small SALZHAUER MICHAEL $360,223 0.09% 5,783
Micro Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies $354,118 0.09% 5,685
Small Pacific Ridge Capital Partners, LLC $351,938 0.08% 5,650
Mid Wealthspire Advisors, LLC $296,313 0.07% 4,757
Large STIFEL FINANCIAL CORP $296,188 0.07% 4,755
Large Vanguard Investments Australia, Ltd. $293,759 0.07% 4,716
Mega ROYAL BANK OF CANADA Bank $293,696 0.07% 4,715
Mid Susquehanna Portfolio Strategies, LLC $291,517 0.07% 4,680
Key facts CIK 1964333 CUSIP 12135Y108 13F (30d) 15 filings 15 filers Visit website Investor relations

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