Burke & Herbert Financial Services Corp. (BHRB) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

15,095,939Shares Outstanding

489,885Shares held by institutions

$34,051,906Value of institutional holdings

38.50%Institutional ownership %

4.24%Shares Changed QoQ

141No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for Burke & Herbert Financial Services Corp. (NASDAQ:BHRB) includes 141 filers as of the latest reporting cycle ending December 2025.

Institutional ownership in Burke & Herbert Financial Services edged up to 38.5% in December 2025, compared to 38.0% in September 2025.
The company experienced a 4.24% quarterly change in institutional shares held, alongside an increase of 20.51% in total owners annually.
Of these 141 institutional investors, 55 increased their holdings in Burke & Herbert Financial Services, while 49 of them reduced positions, and 37 investors maintained their exposure.
The aggregate institutional position in Burke & Herbert Financial Services now stands at 5.81Mn shares as of December 2025, after investors increased their holdings (up by 236.24K shares quarter on quarter which is up 661.73K shares year over year).
BlackRock, Inc. continues to be the largest institutional holder of Burke & Herbert Financial Services as of December 31, 2025, with a position of 980.25K shares, representing 6.49% of the company's outstanding stock.
Among the most significant buyers of Burke & Herbert Financial Services during December 2025 were AMERICAN CENTURY COMPANIES INC (70.02K), GOLDMAN SACHS GROUP INC (66.78K), BRIDGEWAY CAPITAL MANAGEMENT, LLC (57.31K), DIMENSIONAL FUND ADVISORS LP (36.03K), MORGAN STANLEY (35.82K).
Leading sellers of Burke & Herbert Financial Services stock in December 2025 included Fourthstone LLC (65.10K), BURKE & HERBERT BANK & TRUST CO (35.41K), STATE STREET CORP (22.69K), EJF Capital LP (17.23K), MARSHALL WACE, LLP (16.12K).
The top 10 institutional holders of Burke & Herbert Financial Services for the quarter ending December 2025 included BlackRock, Inc. (980.25K), VANGUARD GROUP INC (779.80K), GEODE CAPITAL MANAGEMENT, LLC (370.71K), STATE STREET CORP (360.85K), DIMENSIONAL FUND ADVISORS LP (317.99K), AMERICAN CENTURY COMPANIES INC (271.72K), HUTCHINSON CAPITAL MANAGEMENT/CA (258.08K), BURKE & HERBERT BANK & TRUST CO (221.75K), GOLDMAN SACHS GROUP INC (164.26K), ENDEAVOUR CAPITAL ADVISORS INC (125.32K).

141 Institutional Holders

489,885 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	980,249	6,991	0.72%	$61,079,328.00
VANGUARD GROUP INC	31 Dec, 2025	779,800	14,358	1.88%	$48,589,337.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	370,707	-3,389	-0.91%	$23,100,530.00
STATE STREET CORP	31 Dec, 2025	360,845	-22,693	-5.92%	$22,484,252.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	317,991	36,027	12.78%	$19,814,156.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	271,716	70,016	34.71%	$16,930,624.00
HUTCHINSON CAPITAL MANAGEMENT/CA	31 Dec, 2025	258,080	0	0.00%	$16,080,965.00
BURKE & HERBERT BANK & TRUST CO	31 Dec, 2025	221,746	-35,415	-13.77%	$13,816,993.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	164,263	66,778	68.50%	$10,235,228.00
ENDEAVOUR CAPITAL ADVISORS INC	31 Dec, 2025	125,323	22,601	22.00%	$7,808,876.00
NORTHERN TRUST CORP	31 Dec, 2025	112,875	-10,352	-8.40%	$7,033,241.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	109,474	-1,736	-1.56%	$6,821,325.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	105,644	700	0.67%	$6,582,678.00
MORGAN STANLEY	31 Dec, 2025	97,362	35,819	58.20%	$6,066,678.00
Bank of New York Mellon Corp	31 Dec, 2025	89,584	19,286	27.43%	$5,581,985.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	81,653	57,306	235.37%	$5,087,798.00
AQR CAPITAL MANAGEMENT LLC	31 Dec, 2025	74,551	9,734	15.02%	$4,645,288.00
Fourthstone LLC	31 Dec, 2025	72,663	-65,098	-47.25%	$4,527,632.00
Verdence Capital Advisors LLC	31 Dec, 2025	66,667	-1,040	-1.54%	$4,154,021.00
ROYCE & ASSOCIATES LP	31 Dec, 2025	59,995	-15,645	-20.68%	$3,738,288.00

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