Who owns Burke & Herbert Financial Services Corp.?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of BHRB from SEC Form 13F filings across 207 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 207 institutions disclosed 9.0M shares of Burke & Herbert Financial Services Corp. worth $643.9M — about 48.9% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
207
13F holders
$643.9M
value, 2026 filers
48.9%
of shares outstanding (9.0M sh)
65
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of BHRB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.2M | $87.6M | 0.0% | 6.6% | +24.0% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 750,129 | $53.9M | 0.0% | 4.1% | +33.4% |
| 3 | STATE STREET CORP | 557,547 | $40.1M | 0.0% | 3% | +38.1% |
| 4 | AMERICAN CENTURY COMPANIES INC | 489,212 | $35.2M | 0.0% | 2.7% | +42.8% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 462,137 | $33.2M | 0.0% | 2.5% | +21.7% |
| 6 | ENDEAVOUR CAPITAL ADVISORS INC | 459,176 | $33.0M | 6.8% | 2.5% | +50.5% |
| 7 | DIMENSIONAL FUND ADVISORS LP | 452,257 | $32.5M | 0.0% | 2.5% | +22.9% |
| 8 | ALLIANCEBERNSTEIN L.P. | 325,388 | $20.3M | 0.0% | 1.8% | +616.5% |
| 9 | HUTCHINSON CAPITAL MANAGEMENT/CA | 259,080 | $18.6M | 3.2% | 1.4% | +0.4% |
| 10 | BURKE & HERBERT BANK & TRUST CO | 217,742 | $15.6M | 3.9% | 1.2% | -1.8% |
| 11 | GOLDMAN SACHS GROUP INC | 172,880 | $12.4M | 0.0% | 0.9% | -5.6% |
| 12 | NORTHERN TRUST CORP | 151,090 | $10.9M | 0.0% | 0.8% | +27.3% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 146,645 | $10.5M | 0.0% | 0.8% | +9.5% |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 138,438 | $9.9M | 0.0% | 0.8% | +25.6% |
| 15 | CITADEL ADVISORS LLC | 125,036 | $9.0M | 0.0% | 0.7% | +1274.6% |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 116,041 | $8.3M | 0.1% | 0.6% | +12.8% |
| 17 | VANGUARD FIDUCIARY TRUST CO | 111,057 | $8.0M | 0.0% | 0.6% | +29.9% |
| 18 | Bank of New York Mellon Corp | 105,134 | $7.6M | 0.0% | 0.6% | +19.3% |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 104,444 | $7.5M | 0.0% | 0.6% | +2.8% |
| 20 | TWO SIGMA INVESTMENTS, LP | 96,630 | $6.9M | 0.0% | 0.5% | +104.4% |
| 21 | MORGAN STANLEY | 85,977 | $6.2M | 0.0% | 0.5% | -16.4% |
| 22 | JPMORGAN CHASE & CO | 84,287 | $6.1M | 0.0% | 0.5% | +119.2% |
| 23 | Fourthstone LLC | 84,248 | $6.1M | 4.4% | 0.5% | -65.8% |
| 24 | CSM Advisors, LLCNEW | 82,740 | $5.9M | 0.1% | 0.4% | new |
| 25 | BANC FUNDS CO LLCNEW | 82,374 | $5.9M | 1.0% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.