Burke & Herbert Financial Services (BHRB) Institutional Ownership $62.37 -1.10 (-1.73%) Closing price 02/21/2025 04:00 PM EasternExtended Trading$62.42 +0.05 (+0.07%) As of 02/21/2025 04:05 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Burke & Herbert Financial Services (NASDAQ:BHRB)Number ofInstitutional Buyers(last 12 months)61TotalInstitutional Inflows(last 12 months)$76.28MNumber ofInstitutional Sellers(last 12 months)22TotalInstitutional Outflows(last 12 months)$7.95M Get BHRB Insider Trade Alerts Want to know when executives and insiders are buying or selling Burke & Herbert Financial Services stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data BHRB Institutional Buying and Selling by Quarter Burke & Herbert Financial Services Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/18/2025 Mittelman Wealth Management7,801$486K0.5%-27.8%0.052% 2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,512$1.28M0.0%+24.4%0.137% 2/17/2025 Squarepoint Ops LLC3,496$218K0.0%N/A0.023% 2/17/2025 Two Sigma Investments LP7,707$481K0.0%-9.0%0.051% 2/17/2025 ProShare Advisors LLC3,814$238K0.0%N/A0.025% 2/17/2025 Occudo Quantitative Strategies LP3,396$212K0.0%-46.6%0.023% 2/17/2025 Millennium Management LLC19,312$1.20M0.0%-31.7%0.129% 2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,711$481K0.0%+7.5%0.052% 2/17/2025 Deutsche Bank AG10,660$665K0.0%+65.0%0.071% 2/17/2025 D. E. Shaw & Co. Inc.12,026$750K0.0%+112.1%0.080% Get the Latest News and Ratings for BHRB and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Burke & Herbert Financial Services and its competitors with MarketBeat's FREE daily newsletter. 2/17/2025 Citadel Advisors LLC20,333$1.27M0.0%+132.4%0.136% 2/17/2025 Bank of America Corp DE17,518$1.09M0.0%+51.2%0.117% 2/17/2025 BNP Paribas Financial Markets4,287$267K0.0%N/A0.029% 2/14/2025 Voleon Capital Management LP4,925$307K0.0%N/A0.033% 2/14/2025 Northern Trust Corp130,117$8.11M0.0%+5.1%0.869% 2/14/2025 Voya Investment Management LLC4,301$268K0.0%-5.0%0.029% 2/14/2025 Price T Rowe Associates Inc. MD9,829$613K0.0%+117.9%0.066% 2/14/2025 Tower Research Capital LLC TRC 1,347$84K0.0%+227.7%0.009% 2/14/2025 MetLife Investment Management LLC8,214$512K0.0%+7.6%0.055% 2/14/2025 Dimensional Fund Advisors LP340,697$21.25M0.0%-4.2%2.276% 2/13/2025 Avenir Corp3,900$243K0.0%N/A0.026% 2/13/2025 Fourthstone LLC454,526$28.34M5.5%+14.3%3.036% 2/13/2025 XTX Topco Ltd3,826$239K0.0%N/A0.026% 2/13/2025 Mariner LLC7,478$466K0.0%-3.2%0.050% 2/13/2025 Barclays PLC28,601$1.78M0.0%+28.7%0.191% 2/13/2025 Sterling Capital Management LLC433$27K0.0%+841.3%0.003% 2/13/2025 Raymond James Financial Inc.4,401$274K0.0%N/A0.029% 2/13/2025 Legal & General Group Plc12,851$809K0.0%-9.6%0.086% 2/13/2025 Invesco Ltd.5,730$357K0.0%+60.0%0.038% 2/13/2025 Wells Fargo & Company MN23,402$1.46M0.0%+5.7%0.156% 2/12/2025 Trexquant Investment LP5,890$367K0.0%N/A0.039% 2/12/2025 Geode Capital Management LLC305,887$19.08M0.0%-0.1%2.043% 2/12/2025 JPMorgan Chase & Co.64,526$4.02M0.0%+94.4%0.431% 2/11/2025 Corebridge Financial Inc.6,733$420K0.0%-7.0%0.045% 2/11/2025 Vanguard Group Inc.732,163$45.66M0.0%+3.2%4.891% 2/11/2025 KLP Kapitalforvaltning AS2,500$156K0.0%N/A0.017% 2/11/2025 American Century Companies Inc.25,558$1.59M0.0%+30.1%0.171% 2/11/2025 Intech Investment Management LLC4,461$278K0.0%N/A0.030% 2/10/2025 Delphi Management Inc. MA4,540$283K0.3%N/A0.030% 2/10/2025 Royce & Associates LP82,462$5.14M0.0%-13.9%0.551% [RFK Jr CONFIRMED] Here’s why Dems are TERRIFIED (Ad)Robert F. Kennedy Jr was just confirmed as Trump’s secretary of Health and Human Services… but it was NOT easy. Democrats smeared RFK Jr as a fraud, liar and even a murderer…. to stop him from revealing Big Pharma’s biggest secrets… Which is exactly why I’ve made the short video that reveals everything.2/10/2025 Hutchinson Capital Management CA257,080$16.03M3.0%-0.8%1.717% 2/10/2025 Swiss National Bank26,400$1.65M0.0%+1.1%0.176% 2/7/2025 Moors & Cabot Inc.26,113$1.63M0.1%-4.4%0.174% 2/7/2025 AlphaQuest LLC2,890$180K0.0%-63.2%0.019% 2/6/2025 Raymond James Financial Inc.4,401$274K0.0%N/A0.029% 2/6/2025 Verdence Capital Advisors LLC68,384$4.26M0.3%+32.8%0.457% 2/6/2025 Charles Schwab Investment Management Inc.110,559$6.89M0.0%+1.9%0.739% 2/4/2025 Bank of New York Mellon Corp68,567$4.28M0.0%-5.4%0.458% 2/4/2025 Wealthspire Advisors LLC5,806$362K0.0%-4.0%0.039% 1/31/2025 Truist Financial Corp5,451$340K0.0%N/A0.036% 1/31/2025 Burke & Herbert Bank & Trust Co.255,358$15.92M3.8%-2.5%1.706% 1/30/2025 Rhumbline Advisers18,548$1.16M0.0%+1.9%0.124% 1/28/2025 Hendershot Investments Inc.7,092$442K0.1%-22.7%0.047% 1/17/2025 SG Americas Securities LLC7,591$473K0.0%+49.8%0.051% 1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.4,868$304K0.0%-11.4%0.033% 12/26/2024 JPMorgan Chase & Co.33,199$2.03M0.0%+481.5%0.222% 11/20/2024 Virtu Financial LLC8,630$526K0.0%N/A0.058% 11/19/2024 Barclays PLC22,225$1.36M0.0%+204.0%0.148% 11/18/2024 Mittelman Wealth Management10,801$659K0.4%N/A0.072% 11/16/2024 Geode Capital Management LLC306,243$18.68M0.0%+5.2%2.050% 11/15/2024 Barclays PLC22,225$1.36M0.0%+204.0%0.149% 11/15/2024 Passive Capital Management LLC.8,868$541K0.2%-5.3%0.059% 11/15/2024 Hendershot Investments Inc.9,172$559K0.1%-39.5%0.061% 11/15/2024 Jane Street Group LLC18,772$1.15M0.0%+6.9%0.126% 11/15/2024 State Street Corp289,576$17.66M0.0%+9.9%1.938% 11/15/2024 Quadrature Capital Ltd12,309$750K0.0%+4.8%0.082% 11/15/2024 HighTower Advisors LLC4,209$257K0.0%-8.7%0.028% 11/14/2024 Fourthstone LLC397,598$24.25M5.4%+29.3%2.661% 11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,483$1.01M0.0%N/A0.110% 11/13/2024 Quantbot Technologies LP1,934$118K0.0%N/A0.013% 11/12/2024 Charles Schwab Investment Management Inc.108,481$6.62M0.0%+190.2%0.726% 11/8/2024 Moors & Cabot Inc.27,313$1.67M0.1%-5.4%0.183% 11/7/2024 Quest Partners LLC7,843$478K0.0%N/A0.052% 11/6/2024 Royce & Associates LP95,779$5.84M0.1%-3.9%0.641% 11/1/2024 Verdence Capital Advisors LLC51,500$3.14M0.3%+18.4%0.345% 10/24/2024 Modera Wealth Management LLC6,280$383K0.0%N/A0.042% 10/23/2024 Burke & Herbert Bank & Trust Co.261,857$15.97M3.7%-15.1%1.764% 10/3/2024 SG Americas Securities LLC5,067$309K0.0%+113.7%0.034% 8/21/2024 Truist Financial Corp3,962$202K0.0%N/A0.027% 8/15/2024 The Manufacturers Life Insurance Company5,086$259K0.0%N/A0.034% 8/14/2024 Marshall Wace LLP8,384$427K0.0%N/A0.056% 8/9/2024 Moors & Cabot Inc.28,872$1.47M0.1%+6.9%0.194% 8/9/2024 Renaissance Technologies LLC55,460$2.83M0.0%N/A0.374% 8/9/2024 Dimensional Fund Advisors LP355,782$18.14M0.0%N/A2.396% 8/8/2024 Wealthspire Advisors LLC5,999$306K0.0%-9.4%0.040% 8/8/2024 American Century Companies Inc.60,633$3.09M0.0%N/A0.408% 8/8/2024 HHM Wealth Advisors LLC560$29K0.0%N/A0.004% 8/6/2024 LSV Asset Management2,118$108K0.0%N/A0.014% 8/6/2024 Emerald Mutual Fund Advisers Trust13,080$667K0.0%N/A0.088% 8/5/2024 Hendershot Investments Inc.15,156$773K0.1%N/A0.102% Trump doesn’t give a damn (Ad)Porter Stansberry: “I met with Trump’s biggest backers… they’re scooping up these 10 stocks” I recently met with one of Trump’s longest-serving advisors. We helped put together a plan to help investors capitalize on Trump’s election. And we found out these 10 stocks are the most likely to boom…Go here now to find out the names of these 10 stocks.8/1/2024 TIAA Trust National Association4,180$213K0.0%N/A0.028% 8/1/2024 Rhumbline Advisers18,973$967K0.0%+126.9%0.128% 7/29/2024 Burney Co.4,816$246K0.0%N/A0.032% 7/26/2024 Bank of New York Mellon Corp81,204$4.14M0.0%+96.0%0.547% 7/26/2024 Verdence Capital Advisors LLC43,500$2.22M0.2%N/A0.293% 7/22/2024 Fifth Third Bancorp22,884$1.17M0.0%N/A0.154% 7/16/2024 AA Financial Advisors LLC31,166$1.59M0.6%N/A0.210% 7/16/2024 Burke & Herbert Bank & Trust Co.308,251$15.72M3.9%+50.6%2.076% 7/10/2024 Fortitude Family Office LLC936$48K0.0%+1,666.0%0.006% 7/9/2024 Folger Nolan Fleming Douglas Capital Management Inc.5,489$280K0.0%N/A0.037% (Data available from 1/1/2016 forward) BHRB Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of BHRB shares? During the previous two years, 79 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($45.66M), Fourthstone LLC ($28.34M), Dimensional Fund Advisors LP ($21.25M), Geode Capital Management LLC ($19.08M), State Street Corp ($17.66M), Hutchinson Capital Management CA ($16.03M), and Burke & Herbert Bank & Trust Co. ($15.92M).Learn more on BHRB's institutional investors. Which institutional investors have been buying Burke & Herbert Financial Services stock? Of the 64 institutional investors that purchased Burke & Herbert Financial Services stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Dimensional Fund Advisors LP ($355.78K), Fourthstone LLC ($147.08K), Burke & Herbert Bank & Trust Co. ($104.86K), Charles Schwab Investment Management Inc. ($73.18K), Verdence Capital Advisors LLC ($68.38K), American Century Companies Inc. ($66.55K), and JPMorgan Chase & Co. ($58.82K). How much institutional buying is happening at Burke & Herbert Financial Services? Institutional investors have bought a total of 1,393,421 shares in the last 24 months. This purchase volume represents approximately $77.08M in transactions. Which Burke & Herbert Financial Services major shareholders have been selling company stock? Of the 26 institutional investors that sold Burke & Herbert Financial Services stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Burke & Herbert Bank & Trust Co. ($52.89K), Royce & Associates LP ($17.16K), Dimensional Fund Advisors LP ($15.09K), Sandy Spring Bank ($10.14K), Millennium Management LLC ($8.97K), Hendershot Investments Inc. ($8.06K), and AlphaQuest LLC ($4.95K). How much institutional selling is happening at Burke & Herbert Financial Services? Institutional investors have sold a total of 149,646 shares in the last 24 months. This volume of shares sold represents approximately $9.19M in transactions. Related Companies ASB Major Shareholders IFS Major Shareholders CORZ Major Shareholders FHB Major Shareholders AUB Major Shareholders AVAL Major Shareholders BUR Major Shareholders CLSK Major Shareholders BFH Major Shareholders ENVA Major Shareholders This page (NASDAQ:BHRB) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersSecret financial plot unfolding in Washington DC… [DEVELOPING]What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...Timothy Sykes | Sponsored[RFK Jr CONFIRMED] Here’s why Dems are TERRIFIEDRobert F. 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