Burke & Herbert Financial Services BHRB Institutional Ownership

Ownership Summary

Burke & Herbert Financial Services Corp. (NASDAQ:BHRB) is held by 161 institutional investors per 13F filings through March 2026.

• Their combined ownership stood at 86.2% of outstanding shares in March 2026, up from 78.0% in December 2025.
• They increased total shares held in Burke & Herbert Financial Services by 30.19% from the prior quarter, while the number of investors in BHRB increased 17.52% year over year.
• Activity in BHRB broke down as 80 buyers, 45 sellers, and 36 unchanged among 161 total holders.
• The aggregate institutional position in Burke & Herbert Financial Services amounted to 6.73Mn shares as of March 2026, up by 1.56Mn shares quarter on quarter, and up 1.23Mn shares year over year.
• BlackRock, Inc. is the top holder of Burke & Herbert Financial Services as of March 31, 2026, with 982.76K shares representing 12.58% of outstanding stock.
• Leading buyers of Burke & Herbert Financial Services shares for the quarter ending March 2026 were VANGUARD CAPITAL MANAGEMENT LLC (562.22K), EVERMAY WEALTH MANAGEMENT LLC (185.76K), ENDEAVOUR CAPITAL ADVISORS INC (179.87K), Fourthstone LLC (173.76K), VANGUARD PORTFOLIO MANAGEMENT LLC (133.98K).
• Leading sellers of Burke & Herbert Financial Services shares for the quarter ending March 2026 were Goldman Sachs Group Inc (145.39K), Empowered Funds, LLC (24.83K), Jpmorgan Chase & Co (17.97K), AQR CAPITAL MANAGEMENT LLC (17.12K), HSBC HOLDINGS PLC (13.31K).
• Business Quant data shows the 10 biggest positions in Burke & Herbert Financial Services as of March 2026 are held by BlackRock, Inc. (982.76K), VANGUARD CAPITAL MANAGEMENT LLC (562.22K), State Street Corp (403.87K), GEODE CAPITAL MANAGEMENT, LLC (379.64K), DIMENSIONAL FUND ADVISORS LP (367.95K), AMERICAN CENTURY COMPANIES INC (342.47K), ENDEAVOUR CAPITAL ADVISORS INC (305.19K), HUTCHINSON CAPITAL MANAGEMENT/CA (258.08K), Fourthstone LLC (246.42K), BURKE & HERBERT BANK & TRUST CO (221.67K).