Security key
12135Y108
Burke & Herbert Financial Services Corp. - Common Stock (BHRB)
CUSIP: 12135Y108
Q4 2023 13F Holders as of 31 Dec 2023
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 1,965,095
- Total 13F value
- $123,604,725
- Share change
- +43,289
- SEC-reported price per share
- $62.90
- Number of holders
- 56
- Value change
- +$4,859,984
- Number of buys
- 27
- Number of sells
- 16
- Shares outstanding
- 20,272,306
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q4 2023
Institutions
56
Top holders
10
BHRB full security history
Ownership snapshot
Full 13F holder table
Newer quarter: Q3 2025
Burke & Herbert Financial Services Corp. SEC filings
Burke & Herbert Financial Services Corp. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 12135Y108
Recent filing periods:
Ownership snapshot
Top reported holders of BHRB - Burke & Herbert Financial Services Corp. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
BlackRock Finance, Inc.
Disclosed value leader
BlackRock Finance, Inc.
Comparable rows
0/15
Latest evidence
30 Sep 2023
13F
Highest disclosed value: $20,435,679
15 rows are not safely comparable across share classes.
Showing 1-6 of 15 holder rows.
Quick read
BlackRock Finance, Inc. has the largest disclosed position value at $20.44M.
0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens BlackRock Finance, Inc.'s linked filing trail.
Disclosed position value
Top 5
BlackRock Finance, Inc.
$20.44M
VANGUARD GROUP INC
$15.44M
HUTCHINSON CAPITAL MANAGEMENT/CA
$11.85M
BURKE & HERBERT BANK & TRUST CO
$11.22M
GEODE CAPITAL MANAGEMENT, LLC
$6.14M
Value bars compare disclosed positions; verify each figure against the linked filing evidence.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| BlackRock Finance, Inc. |
13F
Company
|
—
denominator unverified
|
$20,435,679
439,808 shares
|
— | 30 Sep 2023 |
| VANGUARD GROUP INC |
13F
Company
|
—
denominator unverified
|
$15,435,208
332,190 shares
|
— | 30 Sep 2023 |
| HUTCHINSON CAPITAL MANAGEMENT/CA |
13F
Company
|
—
denominator unverified
|
$11,852,292
255,080 shares
|
— | 30 Sep 2023 |
| BURKE & HERBERT BANK & TRUST CO |
13F
Company
|
—
denominator unverified
|
$11,218,510
241,440 shares
|
— | 30 Sep 2023 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
—
denominator unverified
|
$6,144,600
132,225 shares
|
— | 30 Sep 2023 |
| STATE STREET CORP |
13F
Company
|
—
denominator unverified
|
$4,342,340
93,454 shares
|
— | 30 Sep 2023 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Institutional holders as of Q4 2023
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
56
Shares
1,965,095
Rows available
56
| Investor | Option | Weight % | Change % | SEC-reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.
Compare Q4 2023 vs Q2 2026 Across Filers
Q2 2026 holders
207
Q4 2023 holders
56
Holder diff
-151
| Investor | Q2 2026 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q2 2026 value | Q4 2023 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend