Security key
12135Y108
Burke & Herbert Financial Services Corp. - Common Stock (BHRB)
CUSIP: 12135Y108
Q3 2026 13F Holders as of 30 Sep 2026
- Security type / class
- Equity / Common Stock
- Total 13F shares
- 37,306
- Total 13F value
- $2,563,830
- Share change
- +4,299
- SEC-reported price per share
- $68.60
- Number of holders
- 9
- Value change
- +$285,976
- Number of buys
- 6
- Number of sells
- 1
- Shares outstanding
- 20,272,306
Holder snapshot
6 signals
Security identity
Names, identifiers, and filing context for this profile.
1 source field
Report period
Q3 2026
Institutions
9
Top holders
9
BHRB full security history
Ownership snapshot
Full 13F holder table
Previous quarter: Q2 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 (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
21 Aug 2026
13D/G
3/4/5
Lead comparable stake: 4.9%
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 4.9%.
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
4.9%
Julian F. Barnwell Jr.
2%
Gary L. Hinkle
1.5%
James M. Burke
1.3%
Georgette R. George
0.7%
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
LEHMAN KENNETH R
|
4.9%
|
$70,537,286
993,343 shares
|
-$13,147,715 | 13 Aug 2026 |
| Julian F. Barnwell Jr. |
3/4/5
Director
|
2%
|
$29,675,519
412,963 shares
|
+$629,028 | 04 Aug 2026 |
| Gary L. Hinkle |
3/4/5
Director
|
1.5%
|
$18,603,683
303,000 shares
|
— | 15 Sep 2025 |
| James M. Burke |
3/4/5
Director
|
1.3%
|
$19,556,734
267,960 shares
|
-$109,538 | 11 Aug 2026 |
| Georgette R. George |
3/4/5
Director
|
0.7%
|
$10,245,149
142,571 shares
|
-$73,668 | 21 Aug 2026 |
| Samuel L. Hinson |
3/4/5
Director
|
0.46%
|
$5,805,551
93,202 shares
|
— | 19 Jun 2026 |
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 Q3 2026
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
9
Shares
37,306
Rows available
9
| 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 Q3 2026 vs Q2 2026 Across Filers
Q2 2026 holders
207
Q3 2026 holders
9
Holder diff
-198
| Investor | Q2 2026 Shares | Q3 2026 Shares | Share Diff | Share Chg % | Q2 2026 value | Q3 2026 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend