Burke & Herbert Financial Services BHRB Institutional Ownership

NASDAQ BHRB

$68.46 -0.14 (-0.20%)

As of: Oct 1, 2026 · 12:10 PM EDT

Institutions by Trading Activity

207 Institutions

Increased 159 76.8%

Unchanged 22 10.6%

Reduced 26 12.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

49.39%

▲+4.63 pp QoQ

Shares Held by Institutions

9.10Mn

of 18.42Mn outstanding

▲+41.07% QoQ

Shares Outstanding

18.42Mn

9.32Mn held outside 13F filers

Institutional Investors

207

filed 13F for Jun 2026

▲+45 vs prior quarter

Net Shares Added (QoQ)

+2.65Mn

accumulated since last quarter

Value of Holdings

$623.93Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Burke & Herbert Financial Services Corp. (NASDAQ:BHRB) has 207 institutional investors with active 13F positions as of June 2026.

Their combined ownership stood at 49.4% of outstanding shares in June 2026, up from 44.8% in March 2026.
They increased total shares held in BHRB by 41.07% quarter over quarter, and investors in Burke & Herbert Financial Services increased 54.48% from a year ago.
Activity in BHRB broke down as 159 buyers, 26 sellers, and 22 unchanged among 207 total holders.
Combined, these investors held 9.1Mn shares in BHRB for June 2026, up by 2.65Mn shares quarter on quarter, and up 3.75Mn shares year over year.
BlackRock, Inc. is the top holder of Burke & Herbert Financial Services as of June 30, 2026, with 1.22Mn shares representing 6.62% of outstanding stock.
The most significant purchases of BHRB for the quarter ending June 2026 came from ALLIANCEBERNSTEIN L.P. (279.97K), BlackRock, Inc. (235.66K), VANGUARD CAPITAL MANAGEMENT LLC (187.91K), ENDEAVOUR CAPITAL ADVISORS INC (153.99K), State Street Corp (153.68K).
Top sellers of BHRB stock for the quarter ending June 2026 included Fourthstone LLC (162.17K), MERCER GLOBAL ADVISORS INC /ADV (22.08K), LSV ASSET MANAGEMENT (19.0K), Morgan Stanley (16.88K), Goldman Sachs Group Inc (10.25K).
According to Business Quant data, leading holders of BHRB for June 2026 are BlackRock, Inc. (1.22Mn), VANGUARD CAPITAL MANAGEMENT LLC (750.13K), State Street Corp (557.55K), AMERICAN CENTURY COMPANIES INC (489.21K), GEODE CAPITAL MANAGEMENT, LLC (462.14K), ENDEAVOUR CAPITAL ADVISORS INC (459.18K), DIMENSIONAL FUND ADVISORS LP (452.26K), ALLIANCEBERNSTEIN L.P. (325.39K), HUTCHINSON CAPITAL MANAGEMENT/CA (259.08K), BURKE & HERBERT BANK & TRUST CO (217.74K).

Form 13F Holdings

207 Institutional Holders

Report period 30 Jun, 2026

Total shares held 9.10Mn

Of outstanding 49.39%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,218,420	6.62%	▲235,661	+23.98%	$87.56Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	750,129	4.07%	▲187,914	+33.42%	$53.90Mn
3	State Street Corp	0000093751	557,547	3.03%	▲153,679	+38.05%	$40.07Mn
4	AMERICAN CENTURY COMPANIES INC	0000748054	489,212	2.66%	▲146,743	+42.85%	$35.15Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	462,137	2.51%	▲82,494	+21.73%	$33.21Mn
6	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	459,176	2.49%	▲153,987	+50.46%	$33.00Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	452,257	2.46%	▲84,309	+22.91%	$32.50Mn
8	ALLIANCEBERNSTEIN L.P.	0001109448	325,388	1.77%	▲279,972	+616.46%	$20.27Mn
9	HUTCHINSON CAPITAL MANAGEMENT/CA	0001078246	259,080	1.41%	▲1,000	+0.39%	$18.62Mn
10	BURKE & HERBERT BANK & TRUST CO	0001101250	217,742	1.18%	▼3,929	-1.77%	$15.65Mn
11	Goldman Sachs Group Inc	0000886982	172,880	0.94%	▼10,253	-5.60%	$12.42Mn
12	Northern Trust Corp	0000073124	151,090	0.82%	▲32,393	+27.29%	$10.86Mn
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	146,645	0.80%	▲12,670	+9.46%	$10.54Mn
14	Sixth Street Partners Management Company, L.P.	0001812095	138,438	0.75%	▲138,438	0.00%	$9.95Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	138,438	0.75%	▲28,259	+25.65%	$9.95Mn
15	CITADEL ADVISORS LLC	0001423053	125,036	0.68%	▲115,940	+1,274.63%	$8.99Mn
16	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	116,041	0.63%	▲13,161	+12.79%	$8.34Mn
17	VANGUARD FIDUCIARY TRUST CO	0000933478	111,057	0.60%	▲25,565	+29.90%	$7.98Mn
18	Bank of New York Mellon Corp	0001390777	105,134	0.57%	▲17,005	+19.30%	$7.55Mn
19	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	104,444	0.57%	▲2,800	+2.75%	$7.51Mn

Showing 1 to 20 of 207 holders