Burke & Herbert Financial Services (BHRB) Institutional Ownership $57.53 -0.01 (-0.02%) As of 05/20/2025 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Burke & Herbert Financial Services (NASDAQ:BHRB)Number ofInstitutional Buyers(last 12 months)75TotalInstitutional Inflows(last 12 months)$94.04MNumber ofInstitutional Sellers(last 12 months)28TotalInstitutional Outflows(last 12 months)$8.84M 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. Email Address Skip Chart & View Institutional Buying and Selling Data BHRB Institutional Buying and Selling by Quarter Burke & Herbert Financial Services Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2025 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% Get the Latest News and Ratings for BHRB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Burke & Herbert Financial Services and its competitors with MarketBeat's FREE daily newsletter. 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% Washington Is Broke—and Eyeing Your Savings Next (Ad)Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.Get your free guide now by clicking here >>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% 2/13/2025 Sterling Capital Management LLC433$27K0.0%+841.3%0.003% 2/13/2025 Raymond James Financial Inc.4,401$274K0.0%N/A0.029% 2/13/2025 Legal & General Group Plc12,851$809K0.0%-9.6%0.086% 2/13/2025 Invesco Ltd.5,730$357K0.0%+60.0%0.038% 2/13/2025 Wells Fargo & Company MN23,402$1.46M0.0%+5.7%0.156% 2/12/2025 Trexquant Investment LP5,890$367K0.0%N/A0.039% 2/12/2025 Geode Capital Management LLC305,887$19.08M0.0%-0.1%2.043% 2/12/2025 JPMorgan Chase & Co.64,526$4.02M0.0%+94.4%0.431% 2/11/2025 Corebridge Financial Inc.6,733$420K0.0%-7.0%0.045% 2/11/2025 Vanguard Group Inc.732,163$45.66M0.0%+3.2%4.891% 2/11/2025 KLP Kapitalforvaltning AS2,500$156K0.0%N/A0.017% 2/11/2025 American Century Companies Inc.25,558$1.59M0.0%+30.1%0.171% 2/11/2025Intech Investment Management LLC4,461$278K0.0%N/A0.030% 2/10/2025 Delphi Management Inc. MA4,540$283K0.3%N/A0.030% 2/10/2025 Royce & Associates LP82,462$5.14M0.0%-13.9%0.551% 2/10/2025 Hutchinson Capital Management CA257,080$16.03M3.0%-0.8%1.717% 2/10/2025 Swiss National Bank26,400$1.65M0.0%+1.1%0.176% 2/7/2025 Moors & Cabot Inc.26,113$1.63M0.1%-4.4%0.174% 2/7/2025 AlphaQuest LLC2,890$180K0.0%-63.2%0.019% 2/6/2025 Raymond James Financial Inc.4,401$274K0.0%N/A0.029% 2/6/2025 Verdence Capital Advisors LLC68,384$4.26M0.3%+32.8%0.457% 2/6/2025 Charles Schwab Investment Management Inc.110,559$6.89M0.0%+1.9%0.739% 2/4/2025 Bank of New York Mellon Corp68,567$4.28M0.0%-5.4%0.458% 2/4/2025 Wealthspire Advisors LLC5,806$362K0.0%-4.0%0.039% 1/31/2025 Truist Financial Corp5,451$340K0.0%N/A0.036% 1/31/2025 Burke & Herbert Bank & Trust Co.255,358$15.92M3.8%-2.5%1.706% 1/30/2025 Rhumbline Advisers18,548$1.16M0.0%+1.9%0.124% 1/28/2025 Hendershot Investments Inc.7,092$442K0.1%-22.7%0.047% 1/17/2025 SG Americas Securities LLC7,591$473K0.0%+49.8%0.051% Washington Is Broke—and Eyeing Your Savings Next (Ad)Washington is running out of money…And guess where they'll look next? When governments go broke, they take from the people. It's happened before, and it's happening again. The Department of Justice just admitted that cash isn't legally YOUR property.Get your free guide now by clicking here >>1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.4,868$304K0.0%-11.4%0.033% 12/26/2024 JPMorgan Chase & Co.33,199$2.03M0.0%+481.5%0.222% 11/20/2024 Virtu Financial LLC8,630$526K0.0%N/A0.058% 11/19/2024 Barclays PLC22,225$1.36M0.0%+204.0%0.148% 11/18/2024 Mittelman Wealth Management10,801$659K0.4%N/A0.072% 11/16/2024 Geode Capital Management LLC306,243$18.68M0.0%+5.2%2.050% 11/15/2024 Barclays PLC22,225$1.36M0.0%+204.0%0.149% 11/15/2024 Passive Capital Management LLC.8,868$541K0.2%-5.3%0.059% 11/15/2024 Hendershot Investments Inc.9,172$559K0.1%-39.5%0.061% 11/15/2024 Jane Street Group LLC18,772$1.15M0.0%+6.9%0.126% (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, 93 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($41.55M), Fourthstone LLC ($28.34M), Dimensional Fund Advisors LP ($21.25M), Geode Capital Management LLC ($19.08M), State Street Corp ($17.66M), Hutchinson Capital Management CA ($16.03M), and Burke & Herbert Bank & Trust Co. ($14.12M).Learn more on BHRB's institutional investors. Which institutional investors have been buying Burke & Herbert Financial Services stock? Of the 78 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 ($147.08K), Burke & Herbert Bank & Trust Co. ($104.86K), Hotchkis & Wiley Capital Management LLC ($102.69K), American Century Companies Inc. ($93.06K), 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 1,720,848 shares in the last 24 months. This purchase volume represents approximately $95.49M in transactions. Which Burke & Herbert Financial Services major shareholders have been selling company stock? Of the 32 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), Hendershot Investments Inc. ($11.62K), Sandy Spring Bank ($10.14K), Millennium Management LLC ($8.97K), and AlphaQuest LLC ($4.95K). How much institutional selling is happening at Burke & Herbert Financial Services? Institutional investors have sold a total of 166,907 shares in the last 24 months. This volume of shares sold represents approximately $10.16M in transactions. Related Companies AVAL Major Shareholders EBC Major Shareholders BUR Major Shareholders RIOT Major Shareholders FHB Major Shareholders INTR Major Shareholders CORZ Major Shareholders AUB Major Shareholders PRK Major Shareholders CLSK Major Shareholders This page (NASDAQ:BHRB) was last updated on 5/21/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...Premier Gold Co | SponsoredWhite House to reset Social Security?Elon Musk's parting DOGE gift looks set to shock America... 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