Who owns Burke & Herbert Financial Services Corp.?
Institutional ownership of BHRB from SEC Form 13F filings across 143 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.
143
13F holders
$418.5M
value, 2026 filers
29.8%
of shares outstanding (6.0M sh)
41
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% | +24.0% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 750,129 | $53.9M | 0.0% | 3.7% | -33.3% |
| 3 | AMERICAN CENTURY COMPANIES INC | 489,212 | $35.2M | 0.0% | 2.4% | +42.8% |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 462,137 | $33.2M | 0.0% | 2.3% | +21.7% |
| 5 | ALLIANCEBERNSTEIN L.P. | 325,388 | $20.3M | 0.0% | 1.6% | +616.5% |
| 6 | GOLDMAN SACHS GROUP INC | 172,880 | $12.4M | 0.0% | 0.9% | -5.6% |
| 7 | NORTHERN TRUST CORP | 151,090 | $10.9M | 0.0% | 0.7% | +27.3% |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | 146,645 | $10.5M | 0.0% | 0.7% | +9.5% |
| 9 | Sixth Street Partners Management Company, L.P.NEW | 138,438 | $9.9M | 1.7% | 0.7% | new |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 138,438 | $9.9M | 0.0% | 0.7% | +25.6% |
| 11 | CITADEL ADVISORS LLC | 125,036 | $9.0M | 0.0% | 0.6% | +1274.6% |
| 12 | VANGUARD FIDUCIARY TRUST CO | 111,057 | $8.0M | 0.0% | 0.6% | +29.9% |
| 13 | Bank of New York Mellon Corp | 105,134 | $7.6M | 0.0% | 0.5% | +19.3% |
| 14 | TWO SIGMA INVESTMENTS, LP | 96,630 | $6.9M | 0.0% | 0.5% | +104.4% |
| 15 | MORGAN STANLEY | 85,977 | $6.2M | 0.0% | 0.4% | -16.4% |
| 16 | JPMORGAN CHASE & CO | 84,287 | $6.1M | 0.0% | 0.4% | +119.2% |
| 17 | Verdence Capital Advisors LLC | 78,746 | $5.7M | 0.3% | 0.4% | 0.0% |
| 18 | Stieven Capital Advisors, L.P.NEW | 63,940 | $4.6M | 0.9% | 0.3% | new |
| 19 | BNP PARIBAS FINANCIAL MARKETS | 52,416 | $3.8M | 0.0% | 0.3% | +36.6% |
| 20 | UBS Group AG | 47,336 | $3.4M | 0.0% | 0.2% | +7.2% |
| 21 | Cambridge Investment Research Advisors, Inc. | 44,398 | $3,190 | 0.0% | 0.2% | +144.3% |
| 22 | Nuveen, LLC | 39,512 | $2.8M | 0.0% | 0.2% | +82.8% |
| 23 | HRT FINANCIAL LPNEW | 38,922 | $2,796 | 0.0% | 0.2% | new |
| 24 | BANK OF AMERICA CORP /DE/ | 37,570 | $2.7M | 0.0% | 0.2% | +16.7% |
| 25 | Voleon Capital Management LP | 37,464 | $2.7M | 0.0% | 0.2% | +236.5% |
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.