Security key
12135Y108
Burke & Herbert Financial Services Corp. - Common Stock, par value $0.50 per share (BHRB)
CUSIP: 12135Y108
Q2 2026 13F Holders as of 30 Jun 2026
- Security type / class
- Equity / Common Stock, par value $0.50 per share
- Total 13F shares
- 3,073,523
- Total 13F value
- $220,842,873
- Share change
- +517,965
- SEC-reported price per share
- $71.86
- Number of holders
- 70
- Value change
- +$39,166,150
- Number of buys
- 51
- Number of sells
- 17
- 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 2026
Institutions
70
Top holders
10
BHRB full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q1 2026
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
Kenneth R. Lehman
Disclosed value leader
Kenneth R. Lehman
Comparable rows
15/15
Latest evidence
29 Jun 2026
13D/G
3/4/5
Lead comparable stake: 5.8%
13D/G row: Kenneth R. Lehman
Showing 1-6 of 15 holder rows.
Quick read
Kenneth R. Lehman leads the comparable SEC ownership view at 5.8%.
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 Kenneth R. Lehman's linked filing trail.
Comparable ownership
Top 5
Kenneth R. Lehman
5.8%
Gary L. Hinkle
1.5%
James M. Burke
1.3%
Samuel L. Hinson
0.46%
H. Charles Maddy III
0.43%
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 |
|---|---|---|---|---|---|
| Kenneth R. Lehman |
13D/G
|
5.8%
|
$77,321,123
1,178,496 shares
|
$0 | 01 May 2026 |
| Gary L. Hinkle |
3/4/5
Director
|
1.5%
|
$18,603,683
303,000 shares
|
+$104,870 | 15 Sep 2025 |
| James M. Burke |
3/4/5
Director
|
1.3%
|
$16,784,663
269,460 shares
|
— | 19 Jun 2026 |
| Samuel L. Hinson |
3/4/5
Director
|
0.46%
|
$5,805,551
93,202 shares
|
— | 19 Jun 2026 |
| H. Charles Maddy III |
3/4/5
President, Director
|
0.43%
|
$5,739,522
87,488 shares
mixed-class rows
|
— | 29 Jun 2026 |
| Oscar M. Bean |
3/4/5
Director
|
0.28%
|
$3,100,471
55,794 shares
|
— | 23 May 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 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
70
Shares
3,073,523
Rows available
70
| 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 2026 vs Q1 2026 Across Filers
Q1 2026 holders
163
Q2 2026 holders
70
Holder diff
-93
| Investor | Q1 2026 Shares | Q2 2026 Shares | Share Diff | Share Chg % | Q1 2026 value | Q2 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend