Who owns Burke & Herbert Financial Services (BHRB)
Which tracked institutional funds hold BHRB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BHRB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on BHRB is one-sided between 2026-Q1 and 2026-Q2: 79 added or opened and 10 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BHRB’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BHRB more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BHRB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 192 tracked filers holding BHRB, 148 increased or opened the position and 54 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BHRB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 21
- BANC FUNDS CO LLC$6M
- JUPITER ASSET MANAGEMENT LTD$5M
- Stieven Capital Advisors, L.P.$5M
- Numerai GP LLC$4M
- SEGALL BRYANT & HAMILL, LLC$3M
- Kestra Advisory Services, LLC$2M
Full exits 8
- EVERMAY WEALTH MANAGEMENT LLC$12M
- LSV ASSET MANAGEMENT$3M
- JANE STREET GROUP, LLC$1M
- Cambridge Investment Research Advisors, Inc.$1M
- Man Group plc$725K
- PHILADELPHIA TRUST CO$614K
Largest adds
- BlackRock, Inc.$26M
- VANGUARD CAPITAL MANAGEMENT LLC$19M
- ALLIANCEBERNSTEIN L.P.$17M
- STATE STREET CORP$15M
- ENDEAVOUR CAPITAL ADVISORS INC$14M
- AMERICAN CENTURY COMPANIES INC$14M
Largest trims
- Fourthstone LLC$9M
- MERCER GLOBAL ADVISORS INC /ADV$1M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,218,420 | $88M | 14.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 750,129 | $54M | 8.8% | 2026-Q2 |
| STATE STREET CORP added | 557,547 | $40M | 6.6% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 489,212 | $35M | 5.8% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 462,137 | $33M | 5.4% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 459,176 | $33M | 5.4% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 452,257 | $32M | 5.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 325,388 | $20M | 3.3% | 2026-Q2 |
| HUTCHINSON CAPITAL MANAGEMENT/CA added | 259,080 | $19M | 3.0% | 2026-Q2 |
| BURKE & HERBERT BANK & TRUST CO trimmed | 217,742 | $16M | 2.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 172,880 | $12M | 2.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 151,090 | $11M | 1.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 146,645 | $11M | 1.7% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 138,438 | $10M | 1.6% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 125,036 | $9M | 1.5% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 116,041 | $8M | 1.4% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 111,057 | $8M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 105,134 | $8M | 1.2% | 2026-Q2 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 104,444 | $8M | 1.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 96,630 | $7M | 1.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 85,977 | $6M | 1.0% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 84,287 | $6M | 1.0% | 2026-Q2 |
| Fourthstone LLC trimmed | 84,248 | $6M | 1.0% | 2026-Q2 |
| BANC FUNDS CO LLC new | 82,374 | $6M | 1.0% | 2026-Q2 |
| Verdence Capital Advisors LLC | 78,746 | $6M | 0.9% | 2026-Q2 |
| Empowered Funds, LLC added | 71,532 | $5M | 0.8% | 2026-Q2 |
| JUPITER ASSET MANAGEMENT LTD new | 64,238 | $5M | 0.8% | 2026-Q2 |
| Stieven Capital Advisors, L.P. new | 63,940 | $5M | 0.8% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 63,604 | $5M | 0.7% | 2026-Q2 |
| Numerai GP LLC new | 55,003 | $4M | 0.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP trimmed | 54,973 | $4M | 0.6% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 52,416 | $4M | 0.6% | 2026-Q2 |
| UBS Group AG added | 47,336 | $3M | 0.6% | 2026-Q2 |
| Pinnacle Holdings, LLC trimmed | 43,156 | $3M | 0.5% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC added | 42,189 | $3M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 39,512 | $3M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 37,570 | $3M | 0.4% | 2026-Q2 |
| Voleon Capital Management LP added | 37,464 | $3M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 35,003 | $3M | 0.4% | 2026-Q2 |
| Swiss National Bank added | 33,300 | $2M | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 32,737 | $2M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 31,620 | $2M | 0.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 27,658 | $2M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 26,599 | $2M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 26,047 | $2M | 0.3% | 2026-Q2 |
| Moors & Cabot, Inc. trimmed | 24,858 | $2M | 0.3% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 24,768 | $2M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 24,609 | $2M | 0.3% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 24,343 | $2M | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 22,981 | $2M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP | 21,876 | $2M | 0.3% | 2026-Q2 |
| BARCLAYS PLC added | 21,230 | $2M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 20,965 | $2M | 0.2% | 2026-Q2 |
| Rosenthal | Henry Capital Advisors, Inc. new | 20,895 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 20,532 | $1M | 0.2% | 2026-Q2 |
| SALZHAUER MICHAEL added | 20,219 | $1M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 20,176 | $1M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 19,752 | $1M | 0.2% | 2026-Q2 |
| Invesco Ltd. added | 19,657 | $1M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 18,261 | $1M | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 18,186 | $1M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 18,017 | $1M | 0.2% | 2026-Q2 |
| Quadrature Capital Ltd added | 17,974 | $1M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 17,766 | $1M | 0.2% | 2026-Q2 |
| Legal & General Group Plc added | 16,074 | $1M | 0.2% | 2026-Q2 |
| Enhancing Capital LLC new | 15,508 | $1M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 15,464 | $1M | 0.2% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 15,093 | $1M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 14,665 | $1M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 13,655 | $981K | 0.2% | 2026-Q2 |
| BALYASNY ASSET MANAGEMENT L.P. new | 13,576 | $976K | 0.2% | 2026-Q2 |
| Wealth Management Associates, Inc. new | 13,369 | $961K | 0.2% | 2026-Q2 |
| BROWN ADVISORY INC new | 13,200 | $949K | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 13,163 | $946K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,434 | $874K | 0.1% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 12,120 | $871K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC added | 11,998 | $862K | 0.1% | 2026-Q2 |
| MANGROVE PARTNERS IM, LLC added | 11,034 | $793K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 10,732 | $771K | 0.1% | 2026-Q2 |
| Quattro Advisors LLC trimmed | 10,670 | $767K | 0.1% | 2026-Q2 |
| HoldCo Asset Management, LP | 10,480 | $753K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC added | 10,222 | $735K | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 9,974 | $717K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 9,489 | $682K | 0.1% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC added | 9,203 | $661K | 0.1% | 2026-Q2 |
| Passive Capital Management, LLC. | 8,715 | $543K | 0.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC new | 8,711 | $626K | 0.1% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. new | 8,483 | $610K | 0.1% | 2026-Q2 |
| Atlantic Union Bankshares Corp added | 8,467 | $608K | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 8,362 | $601K | 0.1% | 2026-Q2 |
| Summit Trail Advisors, LLC new | 8,268 | $594K | 0.1% | 2026-Q2 |
| Modera Wealth Management, LLC added | 8,200 | $589K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC new | 8,133 | $584K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 8,081 | $581K | 0.1% | 2026-Q2 |
| &PARTNERS trimmed | 8,000 | $575K | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 7,923 | $569K | 0.1% | 2026-Q2 |
| Jain Global LLC new | 7,726 | $555K | 0.1% | 2026-Q2 |
| LifeGuide Financial Advisors, LLC new | 7,540 | $542K | 0.1% | 2026-Q2 |
| Vanguard Global Advisers, LLC added | 7,484 | $538K | 0.1% | 2026-Q2 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC trimmed | 7,365 | $529K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.