Burke & Herbert Financial Services BHRB Institutional Ownership

NASDAQ BHRB

$71.73 +2.26 (+3.25%)

At close: Oct 22, 2026 · 4:00 PM EDT

Institutions by Trading Activity

206 Institutions

Increased 158 76.7%

Unchanged 22 10.7%

Reduced 26 12.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

44.42%

▼-0.31 pp QoQ

Shares Held by Institutions

8.96Mn

of 20.17Mn outstanding

▲+33.09% QoQ

Shares Outstanding

20.17Mn

11.21Mn held outside 13F filers

Institutional Investors

206

filed 13F for Jun 2026

▲+44 vs prior quarter

Net Shares Added (QoQ)

+2.23Mn

accumulated since last quarter

Value of Holdings

$642.47Mn

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

Updated Oct 11, 2026

Burke & Herbert Financial Services Corp. (NASDAQ:BHRB) was held by 206 institutional investors that filed 13F reports for the quarter ended June 30, 2026.

These investors held 44.42% of Burke & Herbert Financial Services' outstanding shares at the end of Q2 2026, down from 44.73% in Q1 2026.
Total shares held in Burke & Herbert Financial Services rose 33.09% versus Q1 2026, while the number of holders rose 54.89% versus Q2 2025.
Of these 206 holders, 158 added to their positions, 26 reduced their stakes and 22 left their positions unchanged.
The aggregate institutional position in Burke & Herbert Financial Services was 8.96Mn shares at the end of Q2 2026, up 2.23Mn from the prior quarter and up 3.61Mn from a year earlier.
BlackRock, Inc. held the largest position in BHRB at 1.22Mn shares as of June 30, 2026, or 6.04% of shares outstanding.
Holders that added the most shares of Burke & Herbert Financial Services in Q2 2026 were AllianceBernstein L.P. (+279.97K shares), BlackRock, Inc. (+235.66K shares), Vanguard Capital Management LLC (+187.91K shares), Endeavour Capital Advisors Inc (+153.99K shares) and State Street Corp (+153.68K shares).
On the other side, among holders that kept a position in Burke & Herbert Financial Services, the largest reductions in Q2 2026 came from Fourthstone LLC (-162.17K shares), Mercer Global Advisors Inc (-22.09K shares), LSV Asset Management (-19K shares), Morgan Stanley (-16.88K shares) and Goldman Sachs Group Inc (-10.25K shares).
Business Quant data shows the 10 biggest positions in Burke & Herbert Financial Services as of Q2 2026 were held by BlackRock, Inc. (1.22Mn shares), Vanguard Capital Management LLC (750.13K shares), State Street Corp (557.55K shares), American Century Companies Inc (489.21K shares), Geode Capital Management, LLC (462.14K shares), Endeavour Capital Advisors Inc (459.18K shares), Dimensional Fund Advisors LP (452.26K shares), AllianceBernstein L.P. (325.39K shares), Hutchinson Capital Management (259.08K shares) and Burke & Herbert Bank & Trust Co (217.74K shares).

Form 13F Holdings

206 Institutional Holders

Report period 30 Jun, 2026

Total shares held 8.96Mn

Of outstanding 44.42%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	1,218,420	6.04%	▲235,661	+23.98%	$87.56Mn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	750,129	3.72%	▲187,914	+33.42%	$53.90Mn
3	State Street Corp	0000093751	557,547	2.76%	▲153,679	+38.05%	$40.07Mn
4	AMERICAN CENTURY COMPANIES INC	0000748054	489,212	2.43%	▲146,743	+42.85%	$35.15Mn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	462,137	2.29%	▲82,494	+21.73%	$33.21Mn
6	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	459,176	2.28%	▲153,987	+50.46%	$33.00Mn
7	DIMENSIONAL FUND ADVISORS LP	0000354204	452,257	2.24%	▲84,309	+22.91%	$32.50Mn
8	ALLIANCEBERNSTEIN L.P.	0001109448	325,388	1.61%	▲279,972	+616.46%	$20.27Mn
9	HUTCHINSON CAPITAL MANAGEMENT/CA	0001078246	259,080	1.28%	▲1,000	+0.39%	$18.62Mn
10	BURKE & HERBERT BANK & TRUST CO	0001101250	217,742	1.08%	▼3,929	-1.77%	$15.65Mn
11	Goldman Sachs Group Inc	0000886982	172,880	0.86%	▼10,253	-5.60%	$12.42Mn
12	Northern Trust Corp	0000073124	151,090	0.75%	▲32,393	+27.29%	$10.86Mn
13	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	146,645	0.73%	▲12,670	+9.46%	$10.54Mn
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	138,438	0.69%	▲28,259	+25.65%	$9.95Mn
15	CITADEL ADVISORS LLC	0001423053	125,036	0.62%	▲115,940	+1,274.63%	$8.99Mn
16	BRIDGEWAY CAPITAL MANAGEMENT, LLC	0001107261	116,041	0.58%	▲13,161	+12.79%	$8.34Mn
17	VANGUARD FIDUCIARY TRUST CO	0000933478	111,057	0.55%	▲25,565	+29.90%	$7.98Mn
18	Bank of New York Mellon Corp	0001390777	105,134	0.52%	▲17,005	+19.30%	$7.55Mn
19	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	0001164833	104,444	0.52%	▲2,800	+2.75%	$7.51Mn
20	TWO SIGMA INVESTMENTS, LP	0001179392	96,630	0.48%	▲49,345	+104.36%	$6.94Mn

Showing 1 to 20 of 206 holders