| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 5.1% | $45,503,867 | 761,826 | The Vanguard Group | 30 Jun 2025 |
As of 31 Dec 2025, 151 institutional investors reported holding 5,931,348 shares of Burke & Herbert Financial Services Corp. - Common Stock (BHRB). This represents 39% of the company’s total 15,026,154 outstanding shares.
The largest institutional shareholders of Burke & Herbert Financial Services Corp. - Common Stock (BHRB) together control 33% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6.5% | 980,249 | +0.72% | 0% | $61,079,328 |
| VANGUARD GROUP INC | 5.2% | 779,800 | +1.9% | 0% | $48,589,337 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 370,707 | -0.91% | 0% | $23,100,530 |
| STATE STREET CORP | 2.4% | 360,845 | -5.9% | 0% | $22,484,252 |
| DIMENSIONAL FUND ADVISORS LP | 2.1% | 317,991 | +13% | 0% | $19,814,156 |
| AMERICAN CENTURY COMPANIES INC | 1.8% | 271,716 | +35% | 0.01% | $16,930,624 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.7% | 258,080 | 0% | 2.8% | $16,080,965 |
| BURKE & HERBERT BANK & TRUST CO | 1.5% | 221,746 | -14% | 3.8% | $13,816,993 |
| GOLDMAN SACHS GROUP INC | 1.1% | 164,263 | +69% | 0% | $10,235,228 |
| ENDEAVOUR CAPITAL ADVISORS INC | 0.83% | 125,323 | +22% | 2.2% | $7,808,876 |
| NORTHERN TRUST CORP | 0.75% | 112,875 | -8.4% | 0% | $7,033,241 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.73% | 109,474 | -1.6% | 0% | $6,821,325 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.7% | 105,644 | +0.67% | 0.02% | $6,582,678 |
| MORGAN STANLEY | 0.65% | 97,362 | +58% | 0% | $6,066,678 |
| Bank of New York Mellon Corp | 0.6% | 89,584 | +27% | 0% | $5,581,985 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.54% | 81,653 | +235% | 0.11% | $5,087,798 |
| AQR CAPITAL MANAGEMENT LLC | 0.5% | 74,551 | +15% | 0% | $4,645,288 |
| Fourthstone LLC | 0.48% | 72,663 | -47% | 0.85% | $4,527,632 |
| Verdence Capital Advisors LLC | 0.44% | 66,667 | -1.5% | 0.25% | $4,154,021 |
| ROYCE & ASSOCIATES LP | 0.4% | 59,995 | -21% | 0.04% | $3,738,288 |
| JPMORGAN CHASE & CO | 0.38% | 56,434 | +2.3% | 0% | $3,516,403 |
| Empowered Funds, LLC | 0.31% | 46,053 | +122% | 0.05% | $2,869,562 |
| LSV ASSET MANAGEMENT | 0.3% | 45,200 | +11% | 0.01% | $2,816,000 |
| ALLIANCEBERNSTEIN L.P. | 0.3% | 45,016 | +20% | 0% | $2,804,947 |
| Pinnacle Holdings, LLC | 0.29% | 43,289 | 0% | 0.92% | $2,697,338 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 5,931,348 | $369,586,584 | +$7,769,610 | $62.31 | 151 |
| 2025 Q3 | 5,779,610 | $356,492,406 | +$21,162,053 | $61.69 | 147 |
| 2025 Q2 | 5,442,145 | $325,099,087 | +$14,575,912 | $59.73 | 135 |
| 2025 Q1 | 5,192,525 | $291,355,492 | -$408,352 | $56.11 | 134 |
| 2024 Q4 | 5,193,689 | $323,892,086 | +$12,455,014 | $62.36 | 119 |
| 2024 Q3 | 4,991,058 | $304,406,972 | +$18,629,834 | $60.99 | 108 |
| 2024 Q2 | 4,644,611 | $236,783,090 | +$140,314,501 | $50.98 | 104 |
| 2024 Q1 | 1,878,433 | $105,250,129 | -$5,022,520 | $56.03 | 53 |
| 2023 Q4 | 1,965,095 | $123,604,725 | +$4,859,984 | $62.90 | 56 |
| 2023 Q3 | 1,921,711 | $89,293,078 | +$10,602,748 | $46.46 | 51 |
| 2023 Q2 | 1,636,449 | $105,061,179 | +$100,404,924 | $64.20 | 52 |
| 2023 Q1 | 72,526 | $5,330,920 | +$701,298 | $73.50 | 2 |
| 2022 Q4 | 62,985 | $4,452,904 | +$4,452,904 | $70.70 | 2 |