BURKE HERBERT FINL SVCS CORP (BHRB)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
192
Reporting holders
$636.7M
Reported value
44.1%
Of shares outstanding
0.0%
Held as options
+37
Holder change
Institutions report 8,902,976 shares against 20,187,033 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $87.6M | 1,218,420 | 0.00% | 8q | +24.0%+$16.9M |
| VANGUARD CAPITAL MANAGEMENT LLC | $53.9M | 750,129 | 0.00% | 2q | +33.4%+$13.5M |
| STATE STREET CORP | $40.1M | 557,547 | 0.00% | 13q | +38.1%+$11.0M |
| AMERICAN CENTURY COMPANIES INC | $35.2M | 489,212 | 0.02% | 9q | +42.8%+$10.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $33.2M | 462,137 | 0.00% | 13q | +21.7%+$5.9M |
| ENDEAVOUR CAPITAL ADVISORS INC | $33.0M | 459,176 | 6.77% | 6q | +50.5%+$11.1M |
| DIMENSIONAL FUND ADVISORS LP | $32.5M | 452,257 | 0.01% | 9q | +22.9%+$6.1M |
| ALLIANCEBERNSTEIN L.P. | $20.3M | 325,388 | 0.01% | 9q | +616.5%+$17.4M |
| HUTCHINSON CAPITAL MANAGEMENT/CA | $18.6M | 259,080 | 3.19% | 13q | HELD |
| BURKE & HERBERT BANK & TRUST CO | $15.6M | 217,742 | 3.88% | 13q | -1.8%-$282.3K |
| GOLDMAN SACHS GROUP INC | $12.4M | 172,880 | 0.00% | 11q | -5.6%-$736.8K |
| NORTHERN TRUST CORP | $10.9M | 151,090 | 0.00% | 13q | +27.3%+$2.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $10.5M | 146,645 | 0.00% | 2q | +9.5%+$910.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.9M | 138,438 | 0.00% | 13q | +25.6%+$2.0M |
| Sixth Street Partners Management Company, L.P. | $9.9M | 138,438 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $9.0M | 125,036 | 0.00% | 4q | +1274.6%+$8.3M |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $8.3M | 116,041 | 0.15% | 4q | +12.8%+$945.7K |
| VANGUARD FIDUCIARY TRUST CO | $8.0M | 111,057 | 0.00% | 2q | +29.9%+$1.8M |
| Bank of New York Mellon Corp | $7.6M | 105,134 | 0.00% | 13q | +19.3%+$1.2M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.5M | 104,444 | 0.02% | 6q | +2.8%+$201.2K |
| TWO SIGMA INVESTMENTS, LP | $6.9M | 96,630 | 0.01% | 9q | +104.4%+$3.5M |
| MORGAN STANLEY | $6.2M | 85,977 | 0.00% | 13q | -16.4%-$1.2M |
| Fourthstone LLC | $6.1M | 84,248 | 4.37% | 9q | -65.8%-$11.8M |
| JPMORGAN CHASE & CO | $6.1M | 84,287 | 0.00% | 13q | +119.2%+$3.3M |
| BANC FUNDS CO LLC | $5.9M | 82,374 | 0.98% | new | NEW |
| Verdence Capital Advisors LLC | $5.7M | 78,746 | 0.30% | 9q | HELD |
| Empowered Funds, LLC | $5.1M | 71,532 | 0.03% | 4q | +6.3%+$305.5K |
| JUPITER ASSET MANAGEMENT LTD | $4.6M | 64,238 | 0.02% | new | NEW |
| Stieven Capital Advisors, L.P. | $4.6M | 63,940 | 0.88% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $4.6M | 63,604 | 0.00% | 5q | +10.8%+$443.9K |
| Numerai GP LLC | $4.0M | 55,003 | 0.32% | new | NEW |
| ROYCE & ASSOCIATES LP | $4.0M | 54,973 | 0.03% | 9q | -7.0%-$296.7K |
| BNP PARIBAS FINANCIAL MARKETS | $3.8M | 52,416 | 0.00% | 7q | +36.6%+$1.0M |
| UBS Group AG | $3.4M | 47,336 | 0.00% | 13q | +7.2%+$228.3K |
| Pinnacle Holdings, LLC | $3.1M | 43,156 | 0.96% | 9q | HELD |
| SEGALL BRYANT & HAMILL, LLC | $3.0M | 42,189 | 0.04% | new | NEW |
| Nuveen, LLC | $2.8M | 39,512 | 0.00% | 6q | +82.8%+$1.3M |
| BANK OF AMERICA CORP /DE/ | $2.7M | 37,570 | 0.00% | 13q | +16.7%+$386.8K |
| Voleon Capital Management LP | $2.7M | 37,464 | 0.05% | 7q | +236.5%+$1.9M |
| MERCER GLOBAL ADVISORS INC /ADV | $2.6M | 36,522 | 0.00% | 4q | -9.5%-$274.8K |
| Russell Investments Group, Ltd. | $2.5M | 35,003 | 0.00% | 9q | +29.1%+$567.4K |
| Swiss National Bank | $2.4M | 33,300 | 0.00% | 8q | +25.2%+$481.5K |
| XTX Topco Ltd | $2.4M | 32,737 | 0.03% | 2q | +156.8%+$1.4M |
| Kestra Advisory Services, LLC | $2.3M | 31,620 | 0.01% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.0M | 27,658 | 0.00% | 13q | -30.1%-$857.7K |
| D. E. Shaw & Co., Inc. | $1.9M | 26,599 | 0.00% | 8q | +43.0%+$575.1K |
| Qube Research & Technologies Ltd | $1.9M | 26,047 | 0.00% | new | NEW |
| Moors & Cabot, Inc. | $1.8M | 24,858 | 0.07% | 13q | -4.2%-$79.0K |
| FIRST TRUST ADVISORS LP | $1.8M | 24,768 | 0.00% | 11q | +150.3%+$1.1M |
| MILLENNIUM MANAGEMENT LLC | $1.8M | 24,609 | 0.00% | 3q | +194.2%+$1.2M |
| FRANKLIN RESOURCES INC | $1.7M | 24,343 | 0.00% | 13q | +2.8%+$47.4K |
| FIFTH THIRD BANCORP | $1.6M | 21,876 | 0.00% | 9q | HELD |
| BARCLAYS PLC | $1.5M | 21,230 | 0.00% | 13q | +35.0%+$395.4K |
| RENAISSANCE TECHNOLOGIES LLC | $1.5M | 20,965 | 0.00% | new | NEW |
| Rosenthal | Henry Capital Advisors, Inc. | $1.5M | 20,895 | 1.31% | new | NEW |
| RHUMBLINE ADVISERS | $1.5M | 20,532 | 0.00% | 13q | +39.7%+$419.6K |
| SALZHAUER MICHAEL | $1.5M | 20,219 | 0.50% | 2q | +249.6%+$1.0M |
| Quantinno Capital Management LP | $1.4M | 20,176 | 0.00% | 4q | +113.8%+$771.6K |
| Invesco Ltd. | $1.4M | 19,657 | 0.00% | 8q | +14.3%+$176.7K |
| CITIGROUP INC | $1.3M | 18,186 | 0.00% | 13q | +81.9%+$588.2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.3M | 18,017 | 0.00% | 8q | -1.7%-$22.1K |
| Quadrature Capital Ltd | $1.3M | 17,974 | 0.01% | 2q | +139.1%+$751.4K |
| PRINCIPAL FINANCIAL GROUP INC | $1.3M | 17,766 | 0.00% | 2q | +6.6%+$79.2K |
| Legal & General Group Plc | $1.2M | 16,074 | 0.00% | 12q | +38.5%+$319.9K |
| Enhancing Capital LLC | $1.1M | 15,508 | 0.77% | new | NEW |
| DEUTSCHE BANK AG\ | $1.1M | 15,464 | 0.00% | 13q | +16.4%+$156.2K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.1M | 15,093 | 0.00% | 5q | +2.4%+$25.8K |
| RAYMOND JAMES FINANCIAL INC | $1.1M | 14,665 | 0.00% | 2q | +18.2%+$162.6K |
| Wealthspire Advisors, LLC | $981.2K | 13,655 | 0.01% | 13q | +187.1%+$639.4K |
| Balyasny Asset Management L.P. | $975.6K | 13,576 | 0.00% | new | NEW |
| Wealth Management Associates, Inc. | $960.7K | 13,369 | 0.27% | new | NEW |
| BROWN ADVISORY INC | $948.6K | 13,200 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $945.9K | 13,163 | 0.00% | 2q | +38.1%+$261.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $874.1K | 12,434 | 0.00% | 7q | -6.9%-$64.5K |
| Baird Financial Group, Inc. | $870.9K | 12,120 | 0.00% | 13q | -6.0%-$55.3K |
| DAVENPORT & Co LLC | $862.2K | 11,998 | 0.00% | 4q | +46.2%+$272.6K |
| MANGROVE PARTNERS IM, LLC | $792.9K | 11,034 | 0.05% | 2q | +198.9%+$527.6K |
| AMERIPRISE FINANCIAL INC | $771.2K | 10,732 | 0.00% | 6q | -50.8%-$797.2K |
| Quattro Advisors LLC | $766.7K | 10,670 | 0.51% | 3q | -5.6%-$45.5K |
| HoldCo Asset Management, LP | $753.1K | 10,480 | 0.05% | 11q | HELD |
| Rafferty Asset Management, LLC | $734.6K | 10,222 | 0.00% | 5q | +19.5%+$120.0K |
| OSAIC HOLDINGS, INC. | $716.8K | 9,974 | 0.00% | 9q | +156.1%+$437.0K |
| MetLife Investment Management, LLC | $681.9K | 9,489 | 0.00% | 13q | +23.2%+$128.3K |
| Pacific Ridge Capital Partners, LLC | $661.3K | 9,203 | 0.12% | 2q | +62.9%+$255.3K |
| Corient Private Wealth LP | $651.1K | 9,060 | 0.00% | new | NEW |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $626.0K | 8,711 | 0.00% | new | NEW |
| RITHOLTZ WEALTH MANAGEMENT | $622.2K | 8,658 | 0.00% | new | NEW |
| J.W. COLE ADVISORS, INC. | $609.6K | 8,483 | 0.01% | new | NEW |
| Atlantic Union Bankshares Corp | $608.4K | 8,467 | 0.01% | 5q | +14.6%+$77.4K |
| LPL Financial LLC | $600.9K | 8,362 | 0.00% | 2q | +27.3%+$128.8K |
| Summit Trail Advisors, LLC | $594.1K | 8,268 | 0.01% | new | NEW |
| Modera Wealth Management, LLC | $589.3K | 8,200 | 0.01% | 8q | +13.9%+$71.9K |
| Schonfeld Strategic Advisors LLC | $584.4K | 8,133 | 0.00% | new | NEW |
| ALPS ADVISORS INC | $580.7K | 8,081 | 0.00% | 4q | +1.1%+$6.1K |
| &PARTNERS | $574.9K | 8,000 | 0.00% | 3q | HELD |
| ExodusPoint Capital Management, LP | $569.3K | 7,923 | 0.00% | new | NEW |
| Jain Global LLC | $555.2K | 7,726 | 0.00% | new | NEW |
| Passive Capital Management, LLC. | $543.0K | 8,715 | 0.17% | new | NEW |
| LifeGuide Financial Advisors, LLC | $541.8K | 7,540 | 0.15% | new | NEW |
| Vanguard Global Advisers, LLC | $537.8K | 7,484 | 0.00% | 2q | +26.0%+$111.0K |
Showing the largest 100 of 207 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 192 | $636.7M | 8,902,976 | 58 | 83 | 25 | 0.0% |
| Q1 2026 | 155 | $417.7M | 6,705,243 | 22 | 47 | 41 | 0.0% |
| Q4 2025 | 143 | $364.4M | 5,847,294 | 13 | 42 | 48 | 0.0% |
| Q3 2025 | 137 | $353.3M | 5,727,413 | 26 | 50 | 28 | 0.0% |
| Q2 2025 | 124 | $319.9M | 5,355,265 | 14 | 41 | 30 | 0.0% |
| Q1 2025 | 127 | $287.9M | 5,131,564 | 27 | 26 | 35 | 0.0% |
| Q4 2024 | 112 | $321.2M | 5,150,592 | 15 | 34 | 25 | 0.0% |
| Q3 2024 | 100 | $303.7M | 4,979,732 | 15 | 31 | 25 | 0.0% |
| Q2 2024 | 96 | $235.7M | 4,624,027 | 47 | 33 | 5 | 0.0% |
| Q1 2024 | 50 | $106.2M | 1,895,173 | 2 | 13 | 15 | 0.0% |
| Q4 2023 | 54 | $124.4M | 1,977,370 | 7 | 19 | 8 | 0.0% |
| Q3 2023 | 47 | $83.4M | 1,794,878 | 5 | 19 | 10 | 0.0% |
| Q2 2023 | 47 | $88.8M | 1,382,490 | 46 | 0 | 1 | 0.0% |
| Q1 2023 | 2 | $58.2K | 72,526 | 0 | 1 | 0 | 0.0% |
| Q4 2022 | 2 | $55.3K | 62,985 | 2 | 0 | 0 | 0.0% |
| Q3 2022 | 2 | $3.6M | 1,601 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $3.2M | 1,594 | 0 | 0 | 0 | 0.0% |
| Q1 2022 | 2 | $3.6M | 1,594 | 0 | 1 | 0 | 0.0% |
| Q4 2021 | 2 | $2.7M | 1,247 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $4.5M | 2,074 | 0 | 0 | 1 | 0.0% |
| Q2 2021 | 4 | $5.0M | 2,426 | 1 | 1 | 0 | 0.0% |
| Q1 2021 | 3 | $4.6M | 2,340 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 3 | $4.0M | 2,336 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 2 | $1.4M | 842 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 2 | $1.5M | 842 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 3 | $1.7M | 902 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 3 | $2.0M | 902 | 0 | 0 | 1 | 0.0% |
| Q3 2019 | 3 | $2.1M | 928 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 3 | $2.5M | 928 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 3 | $2.7M | 928 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 4 | $2.8M | 968 | 0 | 0 | 0 | 0.0% |