Latest Period
Q2 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 Q2 2026
Institutions Reporting
206
Shares (Excl. Options)
8,983,964
Price
$71.86
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- Security type / class
- Equity / Common Stock, par value $0.50 per share
- Symbol
- BHRB on Nasdaq
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 8,983,964
- Total 13F value
- $642,466,769
- Portfolio coverage rank
- 0%
- Share change
- +2,213,462
- Value change
- +$158,698,960
- Number of holders
- 206
- Shares outstanding
- 20,145,231
- SEC-reported price per share
- $71.01
- Insider filing price
- $71.01
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.
- 206 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 163 to 206 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $421,912,945 to $642,466,769.
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 206 institutions filings for Q2 2026.
Security key
12135Y108
Latest holder period
Q2 2026
13F holders
206
13D/G owners
1
CIK / CUSIP context first
Open Q2 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 30 Jun 2026, 206 institutional investors reported holding 8,983,964 shares of Burke & Herbert Financial Services Corp. - Common Stock, par value $0.50 per share (BHRB). This represents 45% 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
34%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6% | 1,218,420 | +24% | 0% | $87,555,673 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.7% | 750,129 | +33% | 0% | $53,904,270 |
| STATE STREET CORP | 2.8% | 557,547 | +38% | 0% | $40,065,327 |
| AMERICAN CENTURY COMPANIES INC | 2.4% | 489,212 | +43% | 0.02% | $35,154,774 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 462,137 | +22% | 0% | $33,214,083 |
| ENDEAVOUR CAPITAL ADVISORS INC | 2.3% | 459,176 | +50% | 6.8% | $32,996,387 |
| DIMENSIONAL FUND ADVISORS LP | 2.2% | 452,257 | +23% | 0.01% | $32,499,383 |
| ALLIANCEBERNSTEIN L.P. | 1.6% | 325,388 | +616% | 0.01% | $20,268,419 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.3% | 259,080 | +0.39% | 3.2% | $18,617,489 |
| BURKE & HERBERT BANK & TRUST CO | 1.1% | 217,742 | -1.8% | 3.9% | $15,646,941 |
| GOLDMAN SACHS GROUP INC | 0.86% | 172,880 | -5.6% | 0% | $12,423,157 |
| NORTHERN TRUST CORP | 0.75% | 151,090 | +27% | 0% | $10,857,328 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 0.73% | 146,645 | +9.5% | 0% | $10,537,910 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.69% | 138,438 | +26% | 0% | $9,948,155 |
| CITADEL ADVISORS LLC | 0.62% | 125,036 | +1275% | 0.01% | $8,985,087 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.58% | 116,041 | +13% | 0.15% | $8,338,706 |
| VANGUARD FIDUCIARY TRUST CO | 0.55% | 111,057 | +30% | 0% | $7,980,556 |
| Bank of New York Mellon Corp | 0.52% | 105,134 | +19% | 0% | $7,554,953 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.52% | 104,444 | +2.8% | 0.02% | $7,505,346 |
| TWO SIGMA INVESTMENTS, LP | 0.48% | 96,630 | +104% | 0.01% | $6,943,832 |
| MORGAN STANLEY | 0.43% | 85,977 | -16% | 0% | $6,178,335 |
| JPMORGAN CHASE & CO | 0.42% | 84,287 | +119% | 0% | $6,066,136 |
| Fourthstone LLC | 0.42% | 84,248 | -66% | 4.4% | $6,145,892 |
| CSM Advisors, LLC | 0.41% | 82,740 | 0.13% | $5,942,000 | |
| BANC FUNDS CO LLC | 0.41% | 82,374 | 0.98% | $5,919,396 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
15
Latest
Q2 2026
Rows shown
1-15 of 15
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 8,983,964 | $642,466,769 | +$158,698,960 | $71.86 | 206 |
| 2026 Q1 | 6,773,502 | $421,912,945 | +$50,190,059 | $62.29 | 163 |
| 2025 Q4 | 5,941,725 | $370,233,376 | +$8,396,961 | $62.31 | 154 |
| 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 |