Free Trial

Burke & Herbert Financial Services (BHRB) Institutional Ownership

Burke & Herbert Financial Services logo
$63.87 +0.73 (+1.16%)
Closing price 04:00 PM Eastern
Extended Trading
$63.90 +0.04 (+0.05%)
As of 06:14 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Burke & Herbert Financial Services (NASDAQ:BHRB)

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$73.79M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$11.27M
Get BHRB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Burke & Herbert Financial Services stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

BHRB Institutional Buying and Selling by Quarter

Burke & Herbert Financial Services Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.4,443$265K0.0%+318.0%0.030%
8/26/2025 Thrivent Financial for Lutherans24,413$1.46M0.0%+4.9%0.163%
8/15/2025 Tower Research Capital LLC TRC 3,393$203K0.0%+585.5%0.023%
8/15/2025 Voleon Capital Management LP6,954$415K0.0%+56.5%0.046%
8/15/2025 Rafferty Asset Management LLC5,687$340K0.0%N/A0.038%
8/15/2025 HoldCo Asset Management LP10,480$626K0.1%N/A0.070%
8/15/2025 EJF Capital LLC49,402$2.95M2.3%-23.3%0.329%
8/15/2025 BNP Paribas Financial Markets13,688$818K0.0%+169.6%0.091%
8/15/2025 Avenir Corp3,450$206K0.0%-11.5%0.023%
8/14/2025 Jane Street Group LLC9,726$581K0.0%-57.6%0.065%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,403$442K0.0%-7.8%0.049%
8/14/2025 Fourthstone LLC113,508$6.78M1.3%+430.0%0.756%
8/14/2025 Sei Investments Co.3,422$204K0.0%N/A0.023%
8/13/2025 Marshall Wace LLP90,664$5.42M0.0%+18.6%0.604%
8/13/2025 Endeavour Capital Advisors Inc.61,913$3.70M1.3%+18.7%0.412%
8/13/2025 First Trust Advisors LP9,576$572K0.0%+6.6%0.064%
8/13/2025 Invesco Ltd.12,107$723K0.0%+19.4%0.081%
8/13/2025 Quantbot Technologies LP3,897$233K0.0%+8.1%0.026%
8/13/2025 Russell Investments Group Ltd.26,060$1.56M0.0%-16.0%0.174%
8/12/2025 American Century Companies Inc.122,649$7.33M0.0%+135.6%0.817%
8/12/2025 Segall Bryant & Hamill LLC27,424$1.64M0.0%-10.7%0.183%
8/12/2025 Rhumbline Advisers17,961$1.07M0.0%+1.7%0.120%
8/12/2025 Legal & General Group Plc13,389$798K0.0%+4.2%0.089%
8/12/2025 JPMorgan Chase & Co.49,511$2.96M0.0%+32.2%0.330%
8/11/2025 LSV Asset Management16,200$968K0.0%N/A0.108%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH14,700$878K0.0%N/A0.098%
8/8/2025 Empower Advisory Group LLC9,239$552K0.0%-20.1%0.062%
8/8/2025 Geode Capital Management LLC337,425$20.16M0.0%+6.7%2.248%
8/8/2025 PNC Financial Services Group Inc.2,202$132K0.0%+22.2%0.015%
8/6/2025 Atlantic Union Bankshares Corp9,890$591K0.0%N/A0.066%
8/5/2025 Hussman Strategic Advisors Inc.10,500$627K0.1%N/A0.070%
7/31/2025 Burke & Herbert Bank & Trust Co.259,495$15.50M3.5%+3.1%1.729%
7/31/2025 AlphaQuest LLC6,888$411K0.0%+49.7%0.046%
7/25/2025 CWM LLC841$50K0.0%+732.7%0.006%
7/10/2025 Wealth Enhancement Advisory Services LLC6,600$422K0.0%+7.7%0.044%
7/7/2025 Delphi Management Inc. MA5,184$310K0.3%-6.1%0.035%
6/27/2025 Goldman Sachs Group Inc.71,849$4.03M0.0%+16.4%0.479%
6/18/2025 Voya Investment Management LLC3,959$222K0.0%-8.0%0.026%
5/29/2025 Rhumbline Advisers17,663$991K0.0%-4.8%0.118%
5/19/2025 Jane Street Group LLC22,929$1.29M0.0%N/A0.153%
5/16/2025 Voleon Capital Management LP 4,444$249K0.0%-9.8%0.030%
5/16/2025 Goldman Sachs Group Inc.71,849$4.03M0.0%+16.4%0.480%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,030$451K0.0%+4.1%0.054%
5/16/2025 EJF Capital LLC64,368$3.61M2.3%+7.0%0.430%
5/15/2025 Cubist Systematic Strategies LLC17,451$979K0.0%N/A0.116%
5/15/2025 Royal Bank of Canada5,767$324K0.0%-10.4%0.038%
5/15/2025 State of Wyoming878$49K0.0%N/A0.006%
5/15/2025 Trexquant Investment LP9,386$527K0.0%+59.4%0.063%
5/14/2025 Hotchkis & Wiley Capital Management LLC102,690$5.76M0.0%N/A0.685%
5/14/2025 AlphaQuest LLC4,601$258K0.0%+59.2%0.031%
5/14/2025 Hsbc Holdings PLC3,989$221K0.0%N/A0.027%
5/14/2025 Quantbot Technologies LP3,605$202K0.0%+360,400.0%0.024%
5/13/2025 American Century Companies Inc.52,067$2.92M0.0%+103.7%0.348%
5/12/2025 Nuveen LLC30,038$1.69M0.0%N/A0.200%
5/12/2025 Invesco Ltd.10,144$569K0.0%+77.0%0.068%
5/12/2025 Swiss National Bank26,100$1.46M0.0%-1.1%0.174%
5/9/2025 Deutsche Bank AG9,485$532K0.0%-11.0%0.063%
5/9/2025 Charles Schwab Investment Management Inc.108,573$6.09M0.0%-1.8%0.725%
5/9/2025 Vanguard Group Inc.740,512$41.55M0.0%+1.1%4.942%
5/9/2025 Wealthspire Advisors LLC4,429$249K0.0%-23.7%0.030%
5/9/2025 PNC Financial Services Group Inc.1,802$101K0.0%+104.3%0.012%
5/6/2025 Hendershot Investments Inc.3,540$199K0.0%-50.1%0.024%
5/6/2025 Y Intercept Hong Kong Ltd4,751$267K0.0%N/A0.032%
5/2/2025 Verdence Capital Advisors LLC71,707$4.02M0.3%+4.9%0.479%
5/2/2025 Segall Bryant & Hamill LLC30,715$1.72M0.0%N/A0.205%
5/2/2025 Larson Financial Group LLC2,521$141K0.0%N/A0.017%
4/29/2025 Burke & Herbert Bank & Trust Co.251,695$14.12M3.4%-1.4%1.680%
4/29/2025 Bank of New York Mellon Corp68,019$3.82M0.0%-0.8%0.454%
4/17/2025 AA Financial Advisors LLC31,166$1.75M0.4%N/A0.208%
4/16/2025 Folger Nolan Fleming Douglas Capital Management Inc.4,028$226K0.0%-17.3%0.027%
4/15/2025 SG Americas Securities LLC5,808$326K0.0%-23.5%0.039%
4/8/2025 Rhumbline Advisers17,663$991K0.0%-4.8%0.118%
4/8/2025 Delphi Management Inc. MA5,520$310K0.3%+21.6%0.037%
4/7/2025 GAMMA Investing LLC6,284$353K0.0%+14,181.8%0.042%
3/17/2025 Wealth Enhancement Advisory Services LLC6,107$381K0.0%N/A0.041%
2/18/2025 Mittelman Wealth Management7,801$486K0.5%-27.8%0.052%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,512$1.28M0.0%+24.4%0.137%
2/17/2025 Squarepoint Ops LLC3,496$218K0.0%N/A0.023%
2/17/2025 Two Sigma Investments LP7,707$481K0.0%-9.0%0.051%
2/17/2025 ProShare Advisors LLC3,814$238K0.0%N/A0.025%
2/17/2025 Occudo Quantitative Strategies LP3,396$212K0.0%-46.6%0.023%
2/17/2025 Millennium Management LLC19,312$1.20M0.0%-31.7%0.129%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,711$481K0.0%+7.5%0.052%
2/17/2025 Deutsche Bank AG10,660$665K0.0%+65.0%0.071%
2/17/2025 D. E. Shaw & Co. Inc.12,026$750K0.0%+112.1%0.080%
2/17/2025 Citadel Advisors LLC20,333$1.27M0.0%+132.4%0.136%
2/17/2025 Bank of America Corp DE17,518$1.09M0.0%+51.2%0.117%
2/17/2025 BNP Paribas Financial Markets4,287$267K0.0%N/A0.029%
2/14/2025 Voleon Capital Management LP4,925$307K0.0%N/A0.033%
2/14/2025 Northern Trust Corp130,117$8.11M0.0%+5.1%0.869%
2/14/2025 Voya Investment Management LLC4,301$268K0.0%-5.0%0.029%
2/14/2025 Price T Rowe Associates Inc. MD9,829$613K0.0%+117.9%0.066%
2/14/2025 Tower Research Capital LLC TRC1,347$84K0.0%+227.7%0.009%
2/14/2025 MetLife Investment Management LLC8,214$512K0.0%+7.6%0.055%
2/14/2025 Dimensional Fund Advisors LP340,697$21.25M0.0%-4.2%2.276%
2/13/2025 Avenir Corp3,900$243K0.0%N/A0.026%
2/13/2025 Fourthstone LLC454,526$28.34M5.5%+14.3%3.036%
2/13/2025 XTX Topco Ltd3,826$239K0.0%N/A0.026%
2/13/2025 Mariner LLC7,478$466K0.0%-3.2%0.050%
2/13/2025 Barclays PLC28,601$1.78M0.0%+28.7%0.191%
(Data available from 1/1/2016 forward)

BHRB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BHRB shares?

During the previous two years, 106 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($41.55M), Dimensional Fund Advisors LP ($21.25M), Geode Capital Management LLC ($20.16M), State Street Corp ($17.66M), Hutchinson Capital Management CA ($16.03M), Burke & Herbert Bank & Trust Co. ($15.50M), and Northern Trust Corp ($8.11M).Learn more on Burke & Herbert Financial Services' institutional investors.

Which institutional investors have been buying Burke & Herbert Financial Services' stock?

Of the 90 institutional investors that purchased Burke & Herbert Financial Services' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dimensional Fund Advisors LP ($355.78K), Fourthstone LLC ($239.17K), American Century Companies Inc. ($163.64K), Burke & Herbert Bank & Trust Co. ($112.66K), Hotchkis & Wiley Capital Management LLC ($102.69K), Charles Schwab Investment Management Inc. ($73.18K), and Verdence Capital Advisors LLC ($71.71K).

How much institutional buying is happening at Burke & Herbert Financial Services?

Institutional investors have bought a total of 1,237,323 shares in the last 24 months. This purchase volume represents approximately $73.79M in transactions.

Which of Burke & Herbert Financial Services' major shareholders have been selling company stock?

Of the 36 institutional investors that sold Burke & Herbert Financial Services' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Burke & Herbert Bank & Trust Co. ($56.56K), Royce & Associates LP ($17.16K), Dimensional Fund Advisors LP ($15.09K), EJF Capital LLC ($14.97K), Jane Street Group LLC ($13.20K), Hendershot Investments Inc. ($11.62K), and Millennium Management LLC ($8.97K).

How much institutional selling is happening at Burke & Herbert Financial Services?

Institutional investors have sold a total of 185,615 shares in the last 24 months. This volume of shares sold represents approximately $11.27M in transactions.



This page (NASDAQ:BHRB) was last updated on 9/4/2025 by MarketBeat.com Staff
From Our Partners