Who owns BHRB (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-Q1 13F filings. 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
31 tracked funds added or opened BHRB while 14 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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 2025-Q4 and 2026-Q1, across 163 tracked filers holding BHRB, 79 increased or opened the position and 66 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 2025-Q4 and 2026-Q1 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 11
- VANGUARD CAPITAL MANAGEMENT LLC$35M
- EVERMAY WEALTH MANAGEMENT LLC$12M
- VANGUARD PORTFOLIO MANAGEMENT LLC$8M
- VANGUARD FIDUCIARY TRUST CO$5M
- JANE STREET GROUP, LLC$1M
- PRINCIPAL FINANCIAL GROUP INC$1M
Full exits 7
- VANGUARD GROUP INC$42M
- EJF Capital LP$2M
- MARSHALL WACE, LLP$2M
- TEACHER RETIREMENT SYSTEM OF TEXAS$696K
- Brandywine Global Investment Management, LLC$570K
- Passive Capital Management, LLC.$543K
Largest adds
- ENDEAVOUR CAPITAL ADVISORS INC$11M
- Fourthstone LLC$11M
- AMERICAN CENTURY COMPANIES INC$4M
- DIMENSIONAL FUND ADVISORS LP$3M
- STATE STREET CORP$3M
- Empowered Funds, LLC$1M
Largest trims
- AQR CAPITAL MANAGEMENT LLC$1M
- JPMORGAN CHASE & CO$1M
- BARCLAYS PLC$789K
- WELLS FARGO & COMPANY/MN$626K
- FMR LLC$560K
- AMERIPRISE FINANCIAL INC$284K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 982,759 | $61M | 13.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 562,215 | $35M | 7.5% | 2026-Q1 |
| STATE STREET CORP added | 403,868 | $25M | 5.4% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 379,643 | $24M | 5.1% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 367,948 | $23M | 4.9% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 342,469 | $21M | 4.6% | 2026-Q1 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 305,189 | $19M | 4.1% | 2026-Q1 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 258,080 | $16M | 3.4% | 2026-Q1 |
| Fourthstone LLC added | 246,421 | $15M | 3.3% | 2026-Q1 |
| BURKE & HERBERT BANK & TRUST CO trimmed | 221,671 | $14M | 2.9% | 2026-Q1 |
| EVERMAY WEALTH MANAGEMENT LLC new | 185,765 | $12M | 2.5% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 183,133 | $11M | 2.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 133,975 | $8M | 1.8% | 2026-Q1 |
| NORTHERN TRUST CORP added | 118,697 | $7M | 1.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 110,179 | $7M | 1.5% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 102,880 | $6M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 102,860 | $6M | 1.4% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC trimmed | 101,644 | $6M | 1.4% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 88,129 | $5M | 1.2% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 85,492 | $5M | 1.1% | 2026-Q1 |
| Verdence Capital Advisors LLC added | 78,746 | $5M | 1.0% | 2026-Q1 |
| Empowered Funds, LLC added | 67,280 | $4M | 0.9% | 2026-Q1 |
| ROYCE & ASSOCIATES LP trimmed | 59,102 | $4M | 0.8% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 56,090 | $3M | 0.7% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 47,285 | $3M | 0.6% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 45,416 | $3M | 0.6% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 45,200 | $3M | 0.6% | 2026-Q1 |
| UBS Group AG added | 44,159 | $3M | 0.6% | 2026-Q1 |
| Pinnacle Holdings, LLC trimmed | 43,233 | $3M | 0.6% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV added | 40,346 | $3M | 0.5% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 38,372 | $2M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 38,460 | $2M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 32,188 | $2M | 0.4% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 27,107 | $2M | 0.4% | 2026-Q1 |
| Swiss National Bank | 26,600 | $2M | 0.4% | 2026-Q1 |
| Moors & Cabot, Inc. | 25,958 | $2M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 23,684 | $1M | 0.3% | 2026-Q1 |
| FIFTH THIRD BANCORP | 21,876 | $1M | 0.3% | 2026-Q1 |
| Nuveen, LLC added | 21,614 | $1M | 0.3% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 21,378 | $1M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 19,797 | $1M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 18,596 | $1M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 18,325 | $1M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 18,176 | $1M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,122 | $1M | 0.2% | 2026-Q1 |
| Invesco Ltd. added | 17,198 | $1M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 16,664 | $1M | 0.2% | 2026-Q1 |
| BARCLAYS PLC trimmed | 15,728 | $980K | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 14,734 | $918K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 14,693 | $915K | 0.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 13,352 | $834K | 0.2% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 13,290 | $828K | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 13,228 | $824K | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. | 12,890 | $803K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 12,750 | $794K | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 12,402 | $773K | 0.2% | 2026-Q1 |
| Man Group plc new | 11,636 | $725K | 0.2% | 2026-Q1 |
| Legal & General Group Plc trimmed | 11,608 | $723K | 0.2% | 2026-Q1 |
| Quattro Advisors LLC | 11,303 | $704K | 0.2% | 2026-Q1 |
| Voleon Capital Management LP trimmed | 11,132 | $693K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 10,913 | $680K | 0.1% | 2026-Q1 |
| HoldCo Asset Management, LP | 10,480 | $653K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 10,000 | $623K | 0.1% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 9,897 | $616K | 0.1% | 2026-Q1 |
| PHILADELPHIA TRUST CO | 9,858 | $614K | 0.1% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 9,530 | $594K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 9,439 | $588K | 0.1% | 2026-Q1 |
| Empower Advisory Group, LLC | 9,239 | $575K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 9,096 | $567K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC added | 8,552 | $533K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 8,490 | $529K | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 8,366 | $521K | 0.1% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 8,365 | $521K | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC added | 8,204 | $511K | 0.1% | 2026-Q1 |
| &PARTNERS added | 8,005 | $499K | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC added | 7,996 | $498K | 0.1% | 2026-Q1 |
| MetLife Investment Management, LLC trimmed | 7,704 | $480K | 0.1% | 2026-Q1 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC added | 7,591 | $473K | 0.1% | 2026-Q1 |
| Quadrature Capital Ltd added | 7,517 | $468K | 0.1% | 2026-Q1 |
| Atlantic Union Bankshares Corp trimmed | 7,390 | $460K | 0.1% | 2026-Q1 |
| Modera Wealth Management, LLC | 7,200 | $448K | 0.1% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 6,802 | $423K | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 677,880 | $42M | 9.0% | 2025-Q4 stale |
| EJF Capital LP trimmed | 32,618 | $2M | 0.4% | 2025-Q4 stale |
| MARSHALL WACE, LLP trimmed | 32,393 | $2M | 0.4% | 2025-Q4 stale |
| AA Financial Advisors, LLC | 31,166 | $2M | 0.4% | 2025-Q2 stale |
| SEGALL BRYANT & HAMILL, LLC trimmed | 27,424 | $2M | 0.3% | 2025-Q2 stale |
| Brookstone Capital Management new | 17,856 | $1M | 0.2% | 2025-Q3 stale |
| KENNEDY CAPITAL MANAGEMENT LLC | 15,169 | $936K | 0.2% | 2025-Q3 stale |
| Thrivent Financial for Lutherans trimmed | 13,352 | $824K | 0.2% | 2025-Q3 stale |
| EMERALD MUTUAL FUND ADVISERS TRUST | 13,080 | $781K | 0.2% | 2025-Q2 stale |
| TEACHER RETIREMENT SYSTEM OF TEXAS trimmed | 11,177 | $696K | 0.1% | 2025-Q4 stale |
| Trexquant Investment LP added | 11,208 | $691K | 0.1% | 2025-Q3 stale |
| HUSSMAN STRATEGIC ADVISORS, INC. new | 10,500 | $627K | 0.1% | 2025-Q2 stale |
| Sandy Spring Bank trimmed | 10,190 | $572K | 0.1% | 2025-Q1 stale |
| Brandywine Global Investment Management, LLC new | 9,150 | $570K | 0.1% | 2025-Q4 stale |
| Passive Capital Management, LLC. | 8,715 | $543K | 0.1% | 2025-Q4 stale |
| Point72 Asset Management, L.P. added | 8,146 | $503K | 0.1% | 2025-Q3 stale |
| Verition Fund Management LLC added | 8,030 | $500K | 0.1% | 2025-Q4 stale |
| IEQ CAPITAL, LLC added | 7,898 | $492K | 0.1% | 2025-Q4 stale |
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.