Latest Period
Q1 2026
Security Snapshot
Burke & Herbert Financial Services Corp. - Common Stock, par value $0.50 per share (BHRB) Institutional Ownership
CUSIP: 12135Y108
13F Institutional Holders and Ownership History from Q4 2022 to Q1 2026
Institutions Reporting
163
Shares (Excl. Options)
6,773,502
Price
$62.29
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- Security type / class
- Equity / Common Stock, par value $0.50 per share
- Symbol
- BHRB on Nasdaq
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 6,773,502
- Total 13F value
- $421,912,945
- Portfolio coverage rank
- 0%
- Share change
- +805,735
- Value change
- +$50,190,246
- Number of holders
- 163
- Shares outstanding
- 20,145,231
- SEC-reported price per share
- $62.04
- Insider filing price
- $62.04
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- BHRB - Burke & Herbert Financial Services Corp. - Common Stock, par value $0.50 per share is tracked under CUSIP 12135Y108.
- 163 institutions reported positions in Q1 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 153 to 163 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $370,233,189 to $421,912,945.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 163 institutions filings for Q1 2026.
Security key
12135Y108
Latest holder period
Q1 2026
13F holders
163
13D/G owners
1
CIK / CUSIP context first
Open Q1 2026 holders
BHRB full holder history
Burke & Herbert Financial Services Corp. SEC filings
Burke & Herbert Financial Services Corp. company facts
Burke & Herbert Financial Services Corp. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 12135Y108:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
1
Security
BHRB
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| LEHMAN KENNETH R | 5.8% | $77,321,123 | 1,178,496 | Kenneth R. Lehman | 01 May 2026 |
As of 31 Mar 2026, 163 institutional investors reported holding 6,773,502 shares of Burke & Herbert Financial Services Corp. - Common Stock, par value $0.50 per share (BHRB). This represents 34% of the company’s total 20,145,231 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
28%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 4.9% | 982,759 | +0.26% | 0% | $61,216,070 |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.8% | 562,215 | 0% | 0% | $35,020,372 |
| STATE STREET CORP | 2% | 403,868 | +12% | 0% | $25,156,938 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 379,643 | +2.4% | 0% | $23,650,072 |
| DIMENSIONAL FUND ADVISORS LP | 1.8% | 367,948 | +16% | 0% | $22,919,055 |
| AMERICAN CENTURY COMPANIES INC | 1.7% | 342,469 | +26% | 0.01% | $21,332,394 |
| ENDEAVOUR CAPITAL ADVISORS INC | 1.5% | 305,189 | +144% | 4.3% | $19,010,223 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.3% | 258,080 | 0% | 3% | $16,075,803 |
| Fourthstone LLC | 1.2% | 246,421 | +239% | 2.6% | $15,349,564 |
| BURKE & HERBERT BANK & TRUST CO | 1.1% | 221,671 | -0.03% | 3.8% | $13,807,887 |
| EVERMAY WEALTH MANAGEMENT LLC | 0.92% | 185,765 | 1.3% | $11,571,302 | |
| GOLDMAN SACHS GROUP INC | 0.91% | 183,133 | +11% | 0% | $11,407,354 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.67% | 133,975 | 0% | 0% | $8,345,303 |
| NORTHERN TRUST CORP | 0.59% | 118,697 | +5.2% | 0% | $7,393,636 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.55% | 110,179 | +0.64% | 0% | $6,863,050 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.51% | 102,880 | +26% | 0.13% | $6,408,395 |
| MORGAN STANLEY | 0.51% | 102,860 | +5.6% | 0% | $6,407,205 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.5% | 101,644 | -3.8% | 0.02% | $6,331,405 |
| Bank of New York Mellon Corp | 0.44% | 88,129 | -1.6% | 0% | $5,489,557 |
| VANGUARD FIDUCIARY TRUST CO | 0.42% | 85,492 | 0% | 0% | $5,325,297 |
| Verdence Capital Advisors LLC | 0.39% | 78,746 | +18% | 0.29% | $4,905,088 |
| Empowered Funds, LLC | 0.33% | 67,280 | +46% | 0.03% | $4,190,871 |
| ROYCE & ASSOCIATES LP | 0.29% | 59,102 | -1.5% | 0.04% | $3,681,464 |
| AQR CAPITAL MANAGEMENT LLC | 0.29% | 57,427 | -23% | 0% | $3,577,097 |
| TWO SIGMA INVESTMENTS, LP | 0.23% | 47,285 | +48% | 0% | $2,945,383 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
14
Latest
Q1 2026
Rows shown
1-14 of 14
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 6,773,502 | $421,912,945 | +$50,190,246 | $62.29 | 163 |
| 2025 Q4 | 5,941,722 | $370,233,189 | +$8,396,961 | $62.31 | 153 |
| 2025 Q3 | 5,779,610 | $356,492,406 | +$21,161,436 | $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 |