Who Owns Burke & Herbert Financial Services Corp (BHRB)? -- Institutional Holders (2026-06-30)
219 institutions reported holding $652.4M of Burke & Herbert Financial Services Corp (BHRB) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($87.6M), VANGUARD GROUP INC ($74.2M), STATE STREET CORP ($40.1M), AMERICAN CENTURY COMPANIES INC ($35.2M), GEODE CAPITAL MANAGEMENT, LLC ($33.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BlackRock, Inc. | $87.6M | 1.2M | Added |
| 2 | VANGUARD GROUP INC | $74.2M | 1.0M | Added |
| 3 | STATE STREET CORP | $40.1M | 557,547 | Added |
| 4 | AMERICAN CENTURY COMPANIES INC | $35.2M | 489,212 | Added |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $33.2M | 462,137 | Added |
| 6 | ENDEAVOUR CAPITAL ADVISORS INC | $33.0M | 459,176 | Added |
| 7 | DIMENSIONAL FUND ADVISORS LP | $32.5M | 452,257 | Added |
| 8 | ALLIANCEBERNSTEIN L.P. | $20.3M | 325,388 | Added |
| 9 | HUTCHINSON CAPITAL MANAGEMENT/CA | $18.6M | 259,080 | Added |
| 10 | BURKE & HERBERT BANK & TRUST CO | $15.6M | 217,742 | Trimmed |
| 11 | GOLDMAN SACHS GROUP INC | $12.4M | 172,880 | Trimmed |
| 12 | NORTHERN TRUST CORP | $10.9M | 151,090 | Added |
| 13 | Sixth Street Partners Management Company, L.P. | $9.9M | 138,438 | New |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.9M | 138,438 | Added |
| 15 | CITADEL ADVISORS LLC | $9.0M | 125,036 | Added |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $8.3M | 116,041 | Added |
| 17 | Bank of New York Mellon Corp | $7.6M | 105,134 | Added |
| 18 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $7.5M | 104,444 | Added |
| 19 | TWO SIGMA INVESTMENTS, LP | $6.9M | 96,630 | Added |
| 20 | MORGAN STANLEY | $6.2M | 85,977 | Trimmed |
| 21 | Fourthstone LLC | $6.1M | 84,248 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $6.1M | 84,287 | Added |
| 23 | CSM Advisors, LLC | $5.9M | 82,740 | New |
| 24 | BANC FUNDS CO LLC | $5.9M | 82,374 | New |
| 25 | Verdence Capital Advisors LLC | $5.7M | 78,746 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30