BHRB · Burke & Herbert Financial Services Corp. · Shareholders & Ownership

$70.76 +1.29 (+1.86%)

Russell 2000 member Rebalance outlook locked

Market Cap

$1.41B

20.19M

Volume · Oct 22 21.03K Avg daily vol (3M) 127.67K

Every disclosed holder of BHRB in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns BHRB

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	209	9,015,240	44.66%	Yes
Insiders (Forms 3, 4, 5)	32	1,341,816	6.65%	Yes
13D/G-only blocks	1	993,343	4.92%	Yes
Remaining	—	8,836,634	43.77%	Rest
Registered funds (N-PORT, not summed)	178	3,755,435	18.60%	No

Shares outstanding: 20,187,033, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of BHRB

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	1,218,420	6.04%	+235,661	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	415,702	2.06%	+87,124	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Value ETF Fund S000004342 · Registered fund · Jun 30, 2026 iShares Trust, not summed	144,607	0.72%	+28,554	Jun 30, 2026	iShares Trust, not summed
1.3	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	51,782	0.26%	+17,630	Jun 30, 2026	iShares Trust, not summed
1.4	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	27,820	0.14%	+5,203	Jun 30, 2026	Quantitative Master Series LLC, not summed
1.5	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	19,516	0.10%	+6,131	Jun 30, 2026	iShares Trust, not summed
2	Kenneth R. Lehman 13G CIK 1170549 · Unknown · Aug 13, 2026 Rule 13d-1(c), passive investor	993,343	4.92%	-185,153	Aug 13, 2026	Rule 13d-1(c), passive investor
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	750,129	3.72%	+187,914	Jun 30, 2026	carried, not yet filed for the newest quarter
4	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	557,547	2.76%	+153,679	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	State Street(R) SPDR(R) S&P(R) Regional Banking ETF Fund S000012325 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	180,173	0.89%	+79,190	Jun 30, 2026	SPDR SERIES TRUST, not summed
4.2	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	5,932	0.03%	+1,257	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
4.3	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	401	0.00%	+87	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
4.4	State Street Balanced Index Fund Fund S000082802 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	137	0.00%	+55	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
5	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	539,486	2.67%	+138,680	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	489,212	2.42%	+146,743	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Small Company Fund Fund S000005981 · Registered fund · Jun 30, 2026 American Century Quantitative Equity Funds, Inc., not summed	4,573	0.02%	0	Jun 30, 2026	American Century Quantitative Equity Funds, Inc., not summed
7	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	462,137	2.29%	+82,494	Jun 30, 2026	carried, not yet filed for the newest quarter
8	ENDEAVOUR CAPITAL ADVISORS INC 13F CIK 1218749 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	459,176	2.27%	+153,987	Jun 30, 2026	carried, not yet filed for the newest quarter
9	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	452,257	2.24%	+84,309	Jun 30, 2026	carried, not yet filed for the newest quarter
9.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	86,659	0.43%	+5,040	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.2	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	62,486	0.31%	+15,166	Jul 31, 2026	Dimensional ETF Trust, not summed
9.3	U.S. SMALL CAP PORTFOLIO Fund S000000971 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	57,043	0.28%	+11,228	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.4	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	44,440	0.22%	0	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
9.5	U.S. MICRO CAP PORTFOLIO Fund S000000948 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	39,890	0.20%	+4,365	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
10	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	354,567	1.76%	+109,819	May 31, 2026	American Century ETF Trust, not summed
11	ALLIANCEBERNSTEIN L.P. 13F CIK 1109448 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	325,388	1.61%	+279,972	Jun 30, 2026	carried, not yet filed for the newest quarter
12	HINKLE GARY L Insider CIK 1186825 · Sep 15, 2025 Director, issuer-wide	303,000	1.50%	—	Sep 15, 2025	Director, issuer-wide
13	Burke James Mason Insider CIK 1964477 · Aug 11, 2026 Director, issuer-wide	267,960	1.33%	-1,500	Aug 11, 2026	Director, issuer-wide
14	HUTCHINSON CAPITAL MANAGEMENT/CA 13F CIK 1078246 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	259,080	1.28%	+1,000	Jun 30, 2026	carried, not yet filed for the newest quarter
15	BURKE & HERBERT BANK & TRUST CO 13F CIK 1101250 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	217,742	1.08%	-3,929	Jun 30, 2026	carried, not yet filed for the newest quarter
16	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	193,375	0.96%	+46,197	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
17	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	172,880	0.86%	-10,253	Jun 30, 2026	carried, not yet filed for the newest quarter
17.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Jun 30, 2026 GOLDMAN SACHS TRUST, not summed	6,584	0.03%	+4,743	Jun 30, 2026	GOLDMAN SACHS TRUST, not summed
18	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	151,090	0.75%	+32,393	Jun 30, 2026	carried, not yet filed for the newest quarter
18.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	7,815	0.04%	+1,752	Jun 30, 2026	Northern Funds, not summed
18.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	2,430	0.01%	+120	Jul 31, 2026	FlexShares Trust, not summed
18.3	Small Cap Core Fund Fund S000001244 · Registered fund · Jun 30, 2026 Northern Funds, not summed	1,420	0.01%	-65	Jun 30, 2026	Northern Funds, not summed
19	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	146,645	0.73%	+12,670	Jun 30, 2026	carried, not yet filed for the newest quarter
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	138,438	0.69%	+28,259	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Schwab U.S. Small-Cap ETF Fund S000026636 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	80,617	0.40%	+16,275	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
20.2	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	37,626	0.19%	+8,108	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.3	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	10,328	0.05%	+1,724	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
20.4	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	9,936	0.05%	+2,378	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
21	CITADEL ADVISORS LLC 13F CIK 1423053 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	125,036	0.62%	+115,940	Jun 30, 2026	carried, not yet filed for the newest quarter
22	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	116,041	0.57%	+13,161	Jun 30, 2026	carried, not yet filed for the newest quarter
22.1	Omni Small-Cap Value Fund Fund S000033567 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	44,509	0.22%	+8,909	Jun 30, 2026	Bridgeway Funds, Inc., not summed
23	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	111,057	0.55%	+25,565	Jun 30, 2026	carried, not yet filed for the newest quarter
24	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	105,134	0.52%	+17,005	Jun 30, 2026	carried, not yet filed for the newest quarter
25	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 13F CIK 1164833 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	104,444	0.52%	+2,800	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Hotchkis and Wiley Small Cap Diversified Value Fund Fund S000045868 · Registered fund · Jun 30, 2026 HOTCHKIS & WILEY FUNDS/DE/, not summed	26,200	0.13%	0	Jun 30, 2026	HOTCHKIS & WILEY FUNDS/DE/, not summed
26	TWO SIGMA INVESTMENTS, LP 13F CIK 1179392 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	96,630	0.48%	+49,345	Jun 30, 2026	carried, not yet filed for the newest quarter
27	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	85,977	0.43%	-16,883	Jun 30, 2026	carried, not yet filed for the newest quarter
27.1	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	7	0.00%	0	Jul 31, 2026	E Trade Trust, not summed
28	JPMORGAN CHASE & CO 13F CIK 19617 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	84,287	0.42%	+45,827	Jun 30, 2026	carried, not yet filed for the newest quarter
29	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	84,277	0.42%	+17,313	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
30	Fourthstone LLC 13F CIK 1767803 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,248	0.42%	-162,173	Jun 30, 2026	carried, not yet filed for the newest quarter
31	CSM Advisors, LLC 13F CIK 1863523 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	82,740	0.41%	+82,740	Jun 30, 2026	carried, not yet filed for the newest quarter
32	BANC FUNDS CO LLC 13F CIK 1029311 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	82,374	0.41%	+82,374	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Verdence Capital Advisors LLC 13F CIK 1719305 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	78,746	0.39%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
34	WILSON DAVID Insider CIK 1208842 · Aug 20, 2026 Insider, issuer-wide	73,327	0.36%	+35	Aug 20, 2026	Insider, issuer-wide
35	McLaughlin Shawn Patrick Insider CIK 1964493 · Aug 6, 2026 Director, issuer-wide	72,000	0.36%	+1,000	Aug 6, 2026	Director, issuer-wide
36	Empowered Funds, LLC 13F CIK 1592828 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	71,532	0.35%	+4,252	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	EA Bridgeway Omni Small-Cap Value ETF Fund S000078089 · Registered fund · Jun 30, 2026 EA Series Trust, not summed	71,532	0.35%	+4,252	Jun 30, 2026	EA Series Trust, not summed
37	BOYLE DAVID P Insider CIK 1202722 · Jul 28, 2026 Director, Chair & CEO, issuer-wide	65,184	0.32%	-1,752	Jul 28, 2026	Director, Chair & CEO, issuer-wide
38	JUPITER ASSET MANAGEMENT LTD 13F CIK 1215838 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	64,238	0.32%	+64,238	Jun 30, 2026	carried, not yet filed for the newest quarter
39	Stieven Capital Advisors, L.P. 13F CIK 1388279 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	63,940	0.32%	+63,940	Jun 30, 2026	carried, not yet filed for the newest quarter
40	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	63,604	0.32%	+6,177	Jun 30, 2026	carried, not yet filed for the newest quarter
41	Hinson Samuel Laing III Insider CIK 1964525 · Jun 19, 2026 Director, issuer-wide	62,162	0.31%	—	Jun 19, 2026	Director, issuer-wide
42	TISSUE ROBERT S Insider CIK 1186836 · Jul 30, 2026 EVP, Financial Strategy, issuer-wide	58,437	0.29%	+4,206	Jul 30, 2026	EVP, Financial Strategy, issuer-wide
43	BEAN OSCAR M Insider CIK 1186818 · May 23, 2025 Director, issuer-wide	55,794	0.28%	+1,000	May 23, 2025	Director, issuer-wide
44	Numerai GP LLC 13F CIK 1668527 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,003	0.27%	+55,003	Jun 30, 2026	carried, not yet filed for the newest quarter
45	ROYCE & ASSOCIATES LP 13F CIK 906304 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	54,973	0.27%	-4,129	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Royce Capital Fund - Small-Cap Portfolio Fund S000009497 · Registered fund · Jun 30, 2026 ROYCE CAPITAL FUND, not summed	34,440	0.17%	-2,991	Jun 30, 2026	ROYCE CAPITAL FUND, not summed
45.2	Royce Small-Cap Value Fund Fund S000009516 · Registered fund · Jun 30, 2026 ROYCE FUND, not summed	20,533	0.10%	-1,138	Jun 30, 2026	ROYCE FUND, not summed
46	BNP PARIBAS ARBITRAGE, SA 13F CIK 1166588 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	52,416	0.26%	+14,044	Jun 30, 2026	carried, not yet filed for the newest quarter
47	MADDY H CHARLES III Insider CIK 1186827 · Jun 29, 2026 Director, President, issuer-wide	50,845	0.25%	+14,369	Jun 29, 2026	Director, President, issuer-wide
48	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	47,336	0.23%	+3,177	Jun 30, 2026	carried, not yet filed for the newest quarter
49	Pinnacle Holdings, LLC 13F CIK 1411784 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	43,156	0.21%	-77	Jun 30, 2026	carried, not yet filed for the newest quarter
50	SEGALL BRYANT & HAMILL, LLC 13F CIK 1006378 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	42,189	0.21%	+42,189	Jun 30, 2026	carried, not yet filed for the newest quarter

23 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 335 holders

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Key facts CIK 1964333 CUSIP 12135Y108 13F (30d) 21 filings 21 filers Visit website Investor relations