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Burke & Herbert Financial Services (BHRB) Institutional Ownership

Burke & Herbert Financial Services logo
$62.48 -0.58 (-0.91%)
As of 10:11 AM Eastern
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Institutional Ownership Changes (13F Filings) for Burke & Herbert Financial Services (NASDAQ:BHRB)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$74.50M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$19.60M
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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
5/7/2026 Dimensional Fund Advisors LP367,948$22.92M0.0%+15.7%2.445%
5/5/2026 Bank of New York Mellon Corp88,129$5.49M0.0%-1.6%0.586%
5/4/2026 Principal Financial Group Inc.16,664$1.04M0.0%N/A0.111%
4/30/2026 Hsbc Holdings PLC6,802$423K0.0%-32.4%0.045%
4/27/2026 Y Intercept Hong Kong Ltd6,013$375K0.0%+58.9%0.040%
4/25/2026 Strs Ohio1,400$87K0.0%-46.2%0.009%
4/23/2026 Folger Nolan Fleming Douglas Capital Management Inc.7,591$473K0.0%+100.3%0.050%
4/22/2026 Sterling Capital Management LLC4,066$253K0.0%-37.3%0.027%
4/16/2026 SG Americas Securities LLC3,464$216K0.0%-50.0%0.023%
3/20/2026 Hsbc Holdings PLC10,056$627K0.0%N/A0.067%
2/19/2026Invesco Ltd.16,388$1.02M0.0%+12.5%0.109%
2/18/2026Mercer Global Advisors Inc. ADV19,969$1.24M0.0%-9.1%0.133%
2/18/2026Empowered Funds LLC46,053$2.87M0.0%+122.0%0.306%
2/18/2026Susquehanna Portfolio Strategies LLC4,680$292K0.0%-25.0%0.031%
2/18/2026Susquehanna Fundamental Investments LLC3,260$203K0.0%-5.8%0.022%
2/18/2026Millennium Management LLC7,290$454K0.0%N/A0.049%
2/18/2026Bridgeway Capital Management LLC81,653$5.09M0.1%+235.4%0.543%
2/17/2026AQR Capital Management LLC74,551$4.65M0.0%+15.0%0.496%
2/17/2026Price T Rowe Associates Inc. MD14,874$927K0.0%+21.4%0.099%
2/17/2026California State Teachers Retirement System13,329$831K0.0%+4.8%0.089%
2/17/2026&PARTNERS8,000$498K0.0%N/A0.053%
2/16/2026Verition Fund Management LLC8,030$500K0.0%+48.1%0.053%
2/16/2026Mariner LLC6,216$387K0.0%-17.1%0.041%
2/16/2026Barclays PLC28,392$1.77M0.0%+13.7%0.189%
2/13/2026 Kestra Advisory Services LLC487$30K0.0%N/A0.003%
2/13/2026Marshall Wace LLP32,393$2.02M0.0%-33.2%0.216%
2/13/2026The Manufacturers Life Insurance Company 4,104$256K0.0%-10.2%0.027%
2/13/2026Avenir Corp4,980$310K0.0%N/A0.033%
2/13/2026Fourthstone LLC72,663$4.53M0.8%-47.3%0.483%
2/13/2026Quattro Advisors LLC11,303$704K0.6%N/A0.075%
2/13/2026Rafferty Asset Management LLC5,923$369K0.0%-44.7%0.039%
2/13/2026First Trust Advisors LP5,931$370K0.0%-28.3%0.039%
2/13/2026Charles Schwab Investment Management Inc.109,474$6.82M0.0%-1.6%0.728%
2/13/2026State Street Corp360,845$22.48M0.0%-5.9%2.401%
2/13/2026Ieq Capital LLC7,898$492K0.0%+15.0%0.053%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC18,173$1.13M0.0%+9.3%0.121%
2/13/2026Wells Fargo & Company MN29,842$1.86M0.0%+17.2%0.199%
2/12/2026 Brooklyn Investment Group5,796$364K0.0%N/A0.039%
2/12/2026 Burke & Herbert Bank & Trust Co.221,746$13.82M3.8%-13.8%1.475%
2/12/2026 Dimensional Fund Advisors LP317,991$19.81M0.0%+12.8%2.116%
2/12/2026 Swiss National Bank26,600$1.66M0.0%+1.9%0.177%
2/12/2026 Nuveen LLC19,919$1.24M0.0%-4.1%0.133%
2/11/2026Empowered Funds LLC46,053$2.87M0.0%+122.0%0.306%
2/11/2026 Deutsche Bank AG11,677$728K0.0%+8.1%0.078%
2/11/2026Brandywine Global Investment Management LLC9,150$570K0.0%N/A0.061%
2/11/2026JPMorgan Chase & Co.56,434$3.52M0.0%+2.3%0.375%
2/10/2026Goldman Sachs Group Inc.164,263$10.24M0.0%+68.5%1.093%
2/10/2026 Intech Investment Management LLC5,210$325K0.0%-17.8%0.035%
2/9/2026Geode Capital Management LLC370,707$23.10M0.0%-0.9%2.467%
2/9/2026Royce & Associates LP59,995$3.74M0.0%-20.7%0.399%
2/9/2026Endeavour Capital Advisors Inc.125,323$7.81M2.2%+22.0%0.834%
2/6/2026LSV Asset Management45,200$2.82M0.0%+10.5%0.301%
2/4/2026Atlantic Union Bankshares Corp8,290$517K0.0%-11.7%0.055%
2/2/2026 Alliance Wealth Strategies LLC d b a Brown Edwards Wealth Strategies9,040$563K0.5%N/A0.060%
1/30/2026 Folger Nolan Fleming Douglas Capital Management Inc.3,790$236K0.0%-6.1%0.025%
1/29/2026 Verdence Capital Advisors LLC66,667$4.15M0.2%-1.5%0.444%
1/29/2026 UBS Group AG33,146$2.07M0.0%-16.0%0.221%
1/29/2026Vanguard Group Inc.779,800$48.59M0.0%+1.9%5.188%
1/28/2026 Arizona State Retirement System3,794$236K0.0%-4.9%0.025%
1/26/2026CWM LLC5,128$320K0.0%+17.3%0.034%
1/9/2026 SG Americas Securities LLC6,927$432K0.0%-14.6%0.046%
1/9/2026 Graves Light Lenhart Wealth Inc.3,218$201K0.0%N/A0.021%
1/1/2026JPMorgan Chase & Co.55,184$3.40M0.0%+11.5%0.367%
11/17/2025Voleon Capital Management LP9,651$595K0.0%+38.8%0.064%
11/17/2025Verition Fund Management LLC5,423$335K0.0%+36.9%0.036%
11/17/2025Susquehanna Fundamental Investments LLC3,460$213K0.0%-21.9%0.023%
11/17/2025Mariner LLC7,497$463K0.0%+24.9%0.050%
11/17/2025Mercer Global Advisors Inc. ADV21,973$1.36M0.0%N/A0.146%
11/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.6,343$391K0.0%-14.3%0.042%
11/17/2025Focus Partners Wealth6,379$385K0.0%+22.3%0.042%
11/17/2025Citadel Advisors LLC8,388$517K0.0%N/A0.056%
11/17/2025Bank of America Corp DE20,727$1.28M0.0%+16.9%0.138%
11/17/2025Aquatic Capital Management LLC1,900$117K0.0%N/A0.013%
11/17/2025Alliancebernstein L.P.37,616$2.32M0.0%+136.3%0.250%
11/17/2025Ameriprise Financial Inc.12,802$790K0.0%-33.3%0.085%
11/14/2025Hotchkis & Wiley Capital Management LLC104,944$6.47M0.0%-6.3%0.698%
11/14/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC16,632$1.03M0.0%-55.0%0.111%
11/14/2025Two Sigma Investments LP36,305$2.24M0.0%+48.3%0.242%
11/14/2025Bridgeway Capital Management LLC24,347$1.50M0.0%N/A0.162%
11/13/2025 UBS Group AG39,474$2.44M0.0%+34.7%0.263%
11/13/2025BNP Paribas Financial Markets17,856$1.10M0.0%+30.5%0.119%
11/13/2025 Russell Investments Group Ltd.27,179$1.68M0.0%+4.3%0.181%
11/13/2025First Trust Advisors LP8,270$510K0.0%-13.6%0.055%
11/12/2025Barclays PLC24,961$1.54M0.0%-28.5%0.166%
11/12/2025 Dimensional Fund Advisors LP281,964$17.39M0.0%-0.4%1.876%
11/12/2025Hutchinson Capital Management CA258,080$15.92M2.8%+0.4%1.717%
11/12/2025Royce & Associates LP75,640$4.67M0.0%-7.4%0.503%
11/12/2025EJF Capital LLC49,850$3.08M1.8%+0.9%0.332%
11/12/2025Rafferty Asset Management LLC10,713$661K0.0%+88.4%0.071%
11/12/2025Quantbot Technologies LP2,393$148K0.0%-38.6%0.016%
11/12/2025 Intech Investment Management LLC6,337$391K0.0%-6.3%0.042%
11/10/2025Ameritas Investment Partners Inc.1,129$70K0.0%-17.7%0.008%
11/7/2025Endeavour Capital Advisors Inc.102,722$6.34M1.9%+65.9%0.684%
11/7/2025 Burke & Herbert Bank & Trust Co.257,161$15.86M3.4%-0.9%1.712%
11/7/2025Vanguard Group Inc.765,442$47.22M0.0%+0.5%5.096%
11/7/2025JPMorgan Chase & Co.55,184$3.40M0.0%+11.5%0.367%
11/6/2025LSV Asset Management40,900$2.52M0.0%+152.5%0.272%
11/6/2025Rhumbline Advisers17,735$1.09M0.0%-1.3%0.118%
11/5/2025 Alps Advisors Inc.7,410$457K0.0%N/A0.049%
11/4/2025Atlantic Union Bankshares Corp9,390$579K0.0%-5.1%0.063%


BHRB Institutional Ownership - Frequently Asked Questions

During the previous two years, 133 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($48.59M), Geode Capital Management LLC ($23.10M), Dimensional Fund Advisors LP ($22.92M), State Street Corp ($22.48M), Hutchinson Capital Management CA ($15.92M), Burke & Herbert Bank & Trust Co. ($13.82M), and Goldman Sachs Group Inc. ($10.24M).Learn more on Burke & Herbert Financial Services' institutional investors.

Of the 118 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 ($441.77K), Fourthstone LLC ($239.17K), American Century Companies Inc. ($163.64K), Burke & Herbert Bank & Trust Co. ($111.33K), Hotchkis & Wiley Capital Management LLC ($102.69K), Goldman Sachs Group Inc. ($87.01K), and JPMorgan Chase & Co. ($83.47K).

Institutional investors have bought a total of 1,232,604 shares in the last 24 months. This purchase volume represents approximately $74.50M in transactions.

Of the 48 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: Fourthstone LLC ($65.10K), Burke & Herbert Bank & Trust Co. ($37.75K), State Street Corp ($22.69K), Royce & Associates LP ($21.67K), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($20.29K), Marshall Wace LLP ($16.12K), and EJF Capital LLC ($14.97K).

Institutional investors have sold a total of 317,308 shares in the last 24 months. This volume of shares sold represents approximately $19.60M in transactions.


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This page (NASDAQ:BHRB) was last updated on 5/12/2026 by MarketBeat.com Staff.
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