A total of 146 institutions have reported a stake in Burke & Herbert Financial Services Corp. (NASDAQ:BHRB) as of September 2025, according to recent 13F filings with the SEC.
| Owner Name | Date | Shares Held | Change (QoQ) | Change (%) | Value (USD) |
|---|---|---|---|---|---|
| BlackRock, Inc. | 30 Sep, 2025 | 973,258 | -15,286 | -1.55% | $60,040,297.00 |
| VANGUARD GROUP INC | 30 Sep, 2025 | 765,442 | 3,616 | 0.47% | $47,220,118.00 |
| STATE STREET CORP | 30 Sep, 2025 | 383,538 | 38,672 | 11.21% | $23,660,459.00 |
| GEODE CAPITAL MANAGEMENT, LLC | 30 Sep, 2025 | 374,096 | 36,671 | 10.87% | $23,078,890.00 |
| DIMENSIONAL FUND ADVISORS LP | 30 Sep, 2025 | 281,964 | -1,274 | -0.45% | $17,393,952.00 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 30 Sep, 2025 | 258,080 | 1,000 | 0.39% | $15,920,955.00 |
| BURKE & HERBERT BANK & TRUST CO | 30 Sep, 2025 | 257,161 | -2,334 | -0.90% | $15,864,261.00 |
| AMERICAN CENTURY COMPANIES INC | 30 Sep, 2025 | 201,700 | 79,051 | 64.45% | $12,442,873.00 |
| Fourthstone LLC | 30 Sep, 2025 | 137,761 | 24,253 | 21.37% | $8,498,476.00 |
| NORTHERN TRUST CORP | 30 Sep, 2025 | 123,227 | -294 | -0.24% | $7,601,874.00 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30 Sep, 2025 | 111,210 | 1,334 | 1.21% | $6,860,545.00 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 30 Sep, 2025 | 104,944 | -7,056 | -6.30% | $6,473,995.00 |
| ENDEAVOUR CAPITAL ADVISORS INC | 30 Sep, 2025 | 102,722 | 40,809 | 65.91% | $6,336,920.00 |
| GOLDMAN SACHS GROUP INC | 30 Sep, 2025 | 97,485 | 47,041 | 93.25% | $6,013,850.00 |
| ROYCE & ASSOCIATES LP | 30 Sep, 2025 | 75,640 | -6,022 | -7.37% | $4,666,232.00 |
| Bank of New York Mellon Corp | 30 Sep, 2025 | 70,298 | 1,206 | 1.75% | $4,336,678.00 |
| Verdence Capital Advisors LLC | 30 Sep, 2025 | 67,707 | -4,000 | -5.58% | $4,155,179.00 |
| AQR CAPITAL MANAGEMENT LLC | 30 Sep, 2025 | 64,817 | 48,829 | 305.41% | $3,998,576.00 |
| MORGAN STANLEY | 30 Sep, 2025 | 61,543 | 11,642 | 23.33% | $3,796,617.00 |
| JPMORGAN CHASE & CO | 30 Sep, 2025 | 55,184 | 5,673 | 11.46% | $3,404,300.00 |