BHRBBurke & Herbert Financial Services Corp.

$71.61

Who owns BHRB

162 institutions reported holding BHRB for 2026Q1, together 45% of the company, more than the 150 a quarter earlier.

162

Institutions reporting a position · as of 2026Q1 · up from 150 the quarter before

Shares held by institutions
6.8M

Shares held by institutions · 45% of the company · long US equity positions only, as reported on Form 13F

Reported value
$421M

Reported value · at 2026-03-31 prices, not today's

Top 5 holders
19%

Top 5 holders · of the whole company, between five filers

Details
Reporting quarter2026-03-31
2026Q1
Quarters on record
52
New positions
22
Positions exited
15
Added to
48
Reduced
45
Top 10 holdersof the company
28%
Institutional ownership by quarter, 2013Q2 to 2026Q1
QuarterFilersSharesReported value
2026Q11626.8M$421M
2025Q41505.9M$369M
2025Q31475.8M$356M
2025Q21365.4M$325M
2025Q11365.2M$292M
2024Q41195.2M$324M
2024Q31085.0M$304M
2024Q21054.6M$237M
2024Q1541.9M$105M
2023Q4562.0M$124M
2023Q3511.9M$89M
2023Q2511.6M$105M
2023Q120.1M$5.3M
2022Q420.1M$4.5M
2022Q320.0M$3.6M
2022Q220.0M$3.2M
Largest reported holders, 2026Q1
HolderShares% of companyValue
BlackRock Inc.1.0M6.5%$61M
VANGUARD GROUP INC0.8M5.3%$50M
STATE STREET CORP0.4M2.7%$25M
GEODE CAPITAL MANAGEMENT LLC0.4M2.5%$24M
DIMENSIONAL FUND ADVISORS LP0.4M2.4%$23M
AMERICAN CENTURY COMPANIES INC0.3M2.3%$21M
ENDEAVOUR CAPITAL ADVISORS INC0.3M2.0%$19M
HUTCHINSON CAPITAL MANAGEMENT/CA0.3M1.7%$16M
Fourthstone LLC0.2M1.6%$15M
BURKE & HERBERT BANK & TRUST CO0.2M1.5%$14M

SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.

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