Security key
12135Y108
Burke & Herbert Financial Services Corp. - Common Stock, par value $0.50 per share (BHRB)
CUSIP: 12135Y108
Q2 2025 13F Holders as of 30 Jun 2025
- Security type / class
- Equity / Common Stock, par value $0.50 per share
- Total 13F shares
- 5,442,145
- Total 13F value
- $325,099,087
- Share change
- +240,720
- SEC-reported price per share
- $59.73
- Number of holders
- 135
- Value change
- +$14,575,912
- Number of buys
- 65
- Number of sells
- 50
- Shares outstanding
- 20,145,231
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q2 2025
Institutions
135
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, par value $0.50 per share (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
Oscar M. Bean
Disclosed value leader
BlackRock, Inc.
Comparable rows
15/15
Latest evidence
23 May 2025
3/4/5
13F
Lead comparable stake: 0.28%
Showing 1-6 of 15 holder rows.
Quick read
Oscar M. Bean leads the comparable SEC ownership view at 0.28%.
15 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 Oscar M. Bean's linked filing trail.
Comparable ownership
Top 5
Oscar M. Bean
0.28%
BlackRock, Inc.
5%
VANGUARD GROUP INC
3.7%
GEODE CAPITAL MANAGEMENT, LLC
1.6%
DIMENSIONAL FUND ADVISORS LP
1.5%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-6 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| Oscar M. Bean |
3/4/5
Director
|
0.28%
|
$3,100,471
55,794 shares
|
— | 23 May 2025 |
| BlackRock, Inc. |
13F
Company
|
5%
|
$57,066,183
1,017,041 shares
|
— | 31 Mar 2025 |
| VANGUARD GROUP INC |
13F
Company
|
3.7%
|
$41,550,129
740,512 shares
|
— | 31 Mar 2025 |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
Company
|
1.6%
|
$17,744,044
316,167 shares
|
— | 31 Mar 2025 |
| DIMENSIONAL FUND ADVISORS LP |
13F
Company
|
1.5%
|
$17,365,794
309,497 shares
|
— | 31 Mar 2025 |
| STATE STREET CORP |
13F
Company
|
1.5%
|
$16,473,728
293,597 shares
|
— | 31 Mar 2025 |
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 Q2 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
135
Shares
5,442,145
Rows available
135
| 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 Q2 2025 vs Q1 2026 Across Filers
Q1 2026 holders
163
Q2 2025 holders
135
Holder diff
-28
| Investor | Q1 2026 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend