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Burke & Herbert Financial Services (BHRB) Institutional Ownership

Burke & Herbert Financial Services logo
$63.78 +0.76 (+1.21%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for Burke & Herbert Financial Services (NASDAQ:BHRB)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$94.61M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$8.91M
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BHRB Institutional Buying and Selling by Quarter

Burke & Herbert Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/27/2025Goldman Sachs Group Inc.71,849$4.03M0.0%+16.4%0.479%
6/18/2025Voya Investment Management LLC3,959$222K0.0%-8.0%0.026%
5/29/2025Rhumbline Advisers17,663$991K0.0%-4.8%0.118%
5/19/2025Jane Street Group LLC22,929$1.29M0.0%N/A0.153%
5/16/2025Voleon Capital Management LP 4,444$249K0.0%-9.8%0.030%
5/16/2025Goldman Sachs Group Inc.71,849$4.03M0.0%+16.4%0.480%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,030$451K0.0%+4.1%0.054%
5/16/2025EJF Capital LLC64,368$3.61M2.3%+7.0%0.430%
5/15/2025Cubist Systematic Strategies LLC17,451$979K0.0%N/A0.116%
5/15/2025Royal Bank of Canada5,767$324K0.0%-10.4%0.038%
5/15/2025State of Wyoming878$49K0.0%N/A0.006%
5/15/2025Trexquant Investment LP9,386$527K0.0%+59.4%0.063%
5/14/2025Hotchkis & Wiley Capital Management LLC102,690$5.76M0.0%N/A0.685%
5/14/2025AlphaQuest LLC4,601$258K0.0%+59.2%0.031%
5/14/2025Hsbc Holdings PLC3,989$221K0.0%N/A0.027%
5/14/2025Quantbot Technologies LP3,605$202K0.0%+360,400.0%0.024%
5/13/2025American Century Companies Inc.52,067$2.92M0.0%+103.7%0.348%
5/12/2025Nuveen LLC30,038$1.69M0.0%N/A0.200%
5/12/2025Invesco Ltd.10,144$569K0.0%+77.0%0.068%
5/12/2025Swiss National Bank26,100$1.46M0.0%-1.1%0.174%
5/9/2025Deutsche Bank AG9,485$532K0.0%-11.0%0.063%
5/9/2025Charles Schwab Investment Management Inc.108,573$6.09M0.0%-1.8%0.725%
5/9/2025Vanguard Group Inc.740,512$41.55M0.0%+1.1%4.942%
5/9/2025Wealthspire Advisors LLC4,429$249K0.0%-23.7%0.030%
5/9/2025PNC Financial Services Group Inc.1,802$101K0.0%+104.3%0.012%
5/6/2025Hendershot Investments Inc.3,540$199K0.0%-50.1%0.024%
5/6/2025Y Intercept Hong Kong Ltd4,751$267K0.0%N/A0.032%
5/2/2025Verdence Capital Advisors LLC71,707$4.02M0.3%+4.9%0.479%
5/2/2025Segall Bryant & Hamill LLC30,715$1.72M0.0%N/A0.205%
5/2/2025Larson Financial Group LLC2,521$141K0.0%N/A0.017%
4/29/2025Burke & Herbert Bank & Trust Co.251,695$14.12M3.4%-1.4%1.680%
4/29/2025Bank of New York Mellon Corp68,019$3.82M0.0%-0.8%0.454%
4/17/2025AA Financial Advisors LLC31,166$1.75M0.4%N/A0.208%
4/16/2025Folger Nolan Fleming Douglas Capital Management Inc.4,028$226K0.0%-17.3%0.027%
4/15/2025SG Americas Securities LLC5,808$326K0.0%-23.5%0.039%
4/8/2025Rhumbline Advisers17,663$991K0.0%-4.8%0.118%
4/8/2025Delphi Management Inc. MA5,520$310K0.3%+21.6%0.037%
4/7/2025GAMMA Investing LLC6,284$353K0.0%+14,181.8%0.042%
3/17/2025Wealth Enhancement Advisory Services LLC6,107$381K0.0%N/A0.041%
2/18/2025Mittelman Wealth Management7,801$486K0.5%-27.8%0.052%
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2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,512$1.28M0.0%+24.4%0.137%
2/17/2025Squarepoint Ops LLC3,496$218K0.0%N/A0.023%
2/17/2025Two Sigma Investments LP7,707$481K0.0%-9.0%0.051%
2/17/2025ProShare Advisors LLC3,814$238K0.0%N/A0.025%
2/17/2025Occudo Quantitative Strategies LP3,396$212K0.0%-46.6%0.023%
2/17/2025Millennium Management LLC19,312$1.20M0.0%-31.7%0.129%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,711$481K0.0%+7.5%0.052%
2/17/2025Deutsche Bank AG10,660$665K0.0%+65.0%0.071%
2/17/2025D. E. Shaw & Co. Inc.12,026$750K0.0%+112.1%0.080%
2/17/2025Citadel Advisors LLC20,333$1.27M0.0%+132.4%0.136%
2/17/2025Bank of America Corp DE17,518$1.09M0.0%+51.2%0.117%
2/17/2025BNP Paribas Financial Markets4,287$267K0.0%N/A0.029%
2/14/2025Voleon Capital Management LP4,925$307K0.0%N/A0.033%
2/14/2025Northern Trust Corp130,117$8.11M0.0%+5.1%0.869%
2/14/2025Voya Investment Management LLC4,301$268K0.0%-5.0%0.029%
2/14/2025Price T Rowe Associates Inc. MD9,829$613K0.0%+117.9%0.066%
2/14/2025Tower Research Capital LLC TRC1,347$84K0.0%+227.7%0.009%
2/14/2025MetLife Investment Management LLC8,214$512K0.0%+7.6%0.055%
2/14/2025Dimensional Fund Advisors LP340,697$21.25M0.0%-4.2%2.276%
2/13/2025Avenir Corp3,900$243K0.0%N/A0.026%
2/13/2025Fourthstone LLC454,526$28.34M5.5%+14.3%3.036%
2/13/2025XTX Topco Ltd3,826$239K0.0%N/A0.026%
2/13/2025Mariner LLC7,478$466K0.0%-3.2%0.050%
2/13/2025Barclays PLC28,601$1.78M0.0%+28.7%0.191%
2/13/2025Sterling Capital Management LLC433$27K0.0%+841.3%0.003%
2/13/2025Raymond James Financial Inc.4,401$274K0.0%N/A0.029%
2/13/2025Legal & General Group Plc12,851$809K0.0%-9.6%0.086%
2/13/2025Invesco Ltd.5,730$357K0.0%+60.0%0.038%
2/13/2025Wells Fargo & Company MN23,402$1.46M0.0%+5.7%0.156%
2/12/2025Trexquant Investment LP5,890$367K0.0%N/A0.039%
2/12/2025Geode Capital Management LLC305,887$19.08M0.0%-0.1%2.043%
2/12/2025JPMorgan Chase & Co.64,526$4.02M0.0%+94.4%0.431%
2/11/2025Corebridge Financial Inc.6,733$420K0.0%-7.0%0.045%
2/11/2025Vanguard Group Inc.732,163$45.66M0.0%+3.2%4.891%
2/11/2025KLP Kapitalforvaltning AS2,500$156K0.0%N/A0.017%
2/11/2025American Century Companies Inc.25,558$1.59M0.0%+30.1%0.171%
2/11/2025Intech Investment Management LLC4,461$278K0.0%N/A0.030%
2/10/2025Delphi Management Inc. MA4,540$283K0.3%N/A0.030%
2/10/2025Royce & Associates LP82,462$5.14M0.0%-13.9%0.551%
2/10/2025Hutchinson Capital Management CA257,080$16.03M3.0%-0.8%1.717%
2/10/2025Swiss National Bank26,400$1.65M0.0%+1.1%0.176%
2/7/2025Moors & Cabot Inc.26,113$1.63M0.1%-4.4%0.174%
2/7/2025AlphaQuest LLC2,890$180K0.0%-63.2%0.019%
2/6/2025Raymond James Financial Inc.4,401$274K0.0%N/A0.029%
2/6/2025Verdence Capital Advisors LLC68,384$4.26M0.3%+32.8%0.457%
2/6/2025Charles Schwab Investment Management Inc.110,559$6.89M0.0%+1.9%0.739%
2/4/2025Bank of New York Mellon Corp68,567$4.28M0.0%-5.4%0.458%
2/4/2025Wealthspire Advisors LLC5,806$362K0.0%-4.0%0.039%
1/31/2025Truist Financial Corp5,451$340K0.0%N/A0.036%
1/31/2025Burke & Herbert Bank & Trust Co.255,358$15.92M3.8%-2.5%1.706%
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1/30/2025Rhumbline Advisers18,548$1.16M0.0%+1.9%0.124%
1/28/2025Hendershot Investments Inc.7,092$442K0.1%-22.7%0.047%
1/17/2025SG Americas Securities LLC7,591$473K0.0%+49.8%0.051%
1/15/2025Folger Nolan Fleming Douglas Capital Management Inc.4,868$304K0.0%-11.4%0.033%
12/26/2024JPMorgan Chase & Co.33,199$2.03M0.0%+481.5%0.222%
11/20/2024Virtu Financial LLC8,630$526K0.0%N/A0.058%
11/19/2024Barclays PLC22,225$1.36M0.0%+204.0%0.148%
11/18/2024Mittelman Wealth Management10,801$659K0.4%N/A0.072%
11/16/2024Geode Capital Management LLC306,243$18.68M0.0%+5.2%2.050%
11/15/2024Barclays PLC22,225$1.36M0.0%+204.0%0.149%
(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 Burke & Herbert Financial Services' 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 1,701,445 shares in the last 24 months. This purchase volume represents approximately $94.61M in transactions.

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

Of the 28 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), Millennium Management LLC ($8.97K), AlphaQuest LLC ($4.95K), and Bank of New York Mellon Corp ($4.44K).

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

Institutional investors have sold a total of 146,084 shares in the last 24 months. This volume of shares sold represents approximately $8.91M in transactions.


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This page (NASDAQ:BHRB) was last updated on 7/6/2025 by MarketBeat.com Staff
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