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Burke & Herbert Financial Services (BHRB) Institutional Ownership

Burke & Herbert Financial Services logo
$62.18 +0.97 (+1.58%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Burke & Herbert Financial Services (NASDAQ:BHRB)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$60.80M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.82M
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BHRB Institutional Buying and Selling by Quarter

Burke & Herbert Financial Services Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
12/26/2024JPMorgan Chase & Co.33,199$2.03M0.0%+481.5%0.222%
11/20/2024Virtu Financial LLC8,630$526K0.0%N/A0.058%
11/19/2024Barclays PLC22,225$1.36M0.0%+204.0%0.148%
11/18/2024Mittelman Wealth Management10,801$659K0.4%N/A0.072%
11/16/2024Geode Capital Management LLC306,243$18.68M0.0%+5.2%2.050%
11/15/2024Barclays PLC22,225$1.36M0.0%+204.0%0.149%
11/15/2024Passive Capital Management LLC.8,868$541K0.2%-5.3%0.059%
11/15/2024Hendershot Investments Inc.9,172$559K0.1%-39.5%0.061%
11/15/2024Jane Street Group LLC18,772$1.15M0.0%+6.9%0.126%
11/15/2024State Street Corp289,576$17.66M0.0%+9.9%1.938%
11/15/2024Quadrature Capital Ltd12,309$750K0.0%+4.8%0.082%
11/15/2024HighTower Advisors LLC4,209$257K0.0%-8.7%0.028%
11/14/2024Fourthstone LLC397,598$24.25M5.4%+29.3%2.661%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC16,483$1.01M0.0%N/A0.110%
11/13/2024Quantbot Technologies LP1,934$118K0.0%N/A0.013%
11/12/2024Charles Schwab Investment Management Inc.108,481$6.62M0.0%+190.2%0.726%
11/8/2024Moors & Cabot Inc.27,313$1.67M0.1%-5.4%0.183%
11/7/2024Quest Partners LLC7,843$478K0.0%N/A0.052%
11/6/2024Royce & Associates LP95,779$5.84M0.1%-3.9%0.641%
11/1/2024Verdence Capital Advisors LLC51,500$3.14M0.3%+18.4%0.345%
10/24/2024Modera Wealth Management LLC6,280$383K0.0%N/A0.042%
10/23/2024Burke & 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%
8/21/2024Truist Financial Corp3,962$202K0.0%N/A0.027%
8/15/2024The Manufacturers Life Insurance Company5,086$259K0.0%N/A0.034%
8/14/2024Marshall Wace LLP8,384$427K0.0%N/A0.056%
8/9/2024Moors & Cabot Inc.28,872$1.47M0.1%+6.9%0.194%
8/9/2024Renaissance Technologies LLC55,460$2.83M0.0%N/A0.374%
8/9/2024Dimensional Fund Advisors LP355,782$18.14M0.0%N/A2.396%
8/8/2024Wealthspire Advisors LLC5,999$306K0.0%-9.4%0.040%
8/8/2024American Century Companies Inc.60,633$3.09M0.0%N/A0.408%
8/8/2024HHM Wealth Advisors LLC560$29K0.0%N/A0.004%
8/6/2024LSV Asset Management2,118$108K0.0%N/A0.014%
8/6/2024Emerald Mutual Fund Advisers Trust13,080$667K0.0%N/A0.088%
8/5/2024Hendershot Investments Inc.15,156$773K0.1%N/A0.102%
8/1/2024TIAA Trust National Association4,180$213K0.0%N/A0.028%
8/1/2024Rhumbline Advisers18,973$967K0.0%+126.9%0.128%
7/29/2024 Burney Co.4,816$246K0.0%N/A0.032%
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7/26/2024Bank of New York Mellon Corp81,204$4.14M0.0%+96.0%0.547%
7/26/2024Verdence Capital Advisors LLC43,500$2.22M0.2%N/A0.293%
7/22/2024Fifth Third Bancorp22,884$1.17M0.0%N/A0.154%
7/16/2024AA Financial Advisors LLC31,166$1.59M0.6%N/A0.210%
7/16/2024Burke & 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%
5/15/2024Quadrature Capital Ltd6,989$392K0.0%N/A0.094%
5/10/2024Vanguard Group Inc.341,705$19.15M0.0%+1.4%0.000%
5/7/2024 SG Americas Securities LLC2,562$144K0.0%-35.2%0.000%
2/14/2024Cassaday & Co Wealth Management LLC4,320$272K0.0%-28.5%0.000%
2/9/2024Cassaday & Co Wealth Management LLC4,320$272K0.0%-28.5%0.000%
2/9/2024Franklin Resources Inc.14,968$941K0.0%-19.9%0.000%
1/26/2024Sandy Spring Bank15,862$998K0.0%-39.0%0.000%
1/12/2024 SG Americas Securities LLC3,955$249K0.0%+52.3%0.000%
11/13/2023McGinn Penninger Investment Management Inc.70,401$3.27M2.6%-4.1%0.000%
11/8/2023Moors & Cabot Inc.37,769$1.76M0.1%-0.8%0.000%
11/6/2023Cassaday & Co Wealth Management LLC6,040$281K0.0%N/A0.000%
10/30/2023Sandy Spring Bank25,998$1.21M0.1%+2.1%0.000%
10/27/2023Allspring Global Investments Holdings LLC936$43K0.0%N/A0.000%
10/24/2023Bank of New York Mellon Corp19,865$923K0.0%+24.1%0.000%
10/16/2023Burke & Herbert Bank & Trust Co.241,440$11.22M9.1%+0.6%0.000%
10/13/2023 SG Americas Securities LLC2,596$121K0.0%N/A0.000%
9/21/2023Barclays PLC1,281$82K0.0%N/A0.000%
(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, 46 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Fourthstone LLC ($24.25M), Vanguard Group Inc. ($19.15M), Geode Capital Management LLC ($18.68M), Dimensional Fund Advisors LP ($18.14M), State Street Corp ($17.66M), Burke & Herbert Bank & Trust Co. ($15.97M), and Charles Schwab Investment Management Inc. ($6.62M).Learn more on BHRB's institutional investors.

Which institutional investors have been buying Burke & Herbert Financial Services stock?

Of the 40 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), Burke & Herbert Bank & Trust Co. ($104.86K), Fourthstone LLC ($90.15K), Charles Schwab Investment Management Inc. ($71.11K), American Century Companies Inc. ($60.63K), Renaissance Technologies LLC ($55.46K), and Verdence Capital Advisors LLC ($51.50K).

How much institutional buying is happening at Burke & Herbert Financial Services?

Institutional investors have bought a total of 1,145,253 shares in the last 24 months. This purchase volume represents approximately $61.60M in transactions.

Which Burke & Herbert Financial Services major shareholders have been selling company stock?

Of the 13 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. ($46.39K), Sandy Spring Bank ($10.14K), Hendershot Investments Inc. ($5.98K), Royce & Associates LP ($3.84K), Franklin Resources Inc. ($3.72K), Cassaday & Co Wealth Management LLC ($3.44K), and McGinn Penninger Investment Management Inc. ($3.04K).

How much institutional selling is happening at Burke & Herbert Financial Services?

Institutional investors have sold a total of 81,968 shares in the last 24 months. This volume of shares sold represents approximately $4.97M in transactions.


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This page (NASDAQ:BHRB) was last updated on 1/21/2025 by MarketBeat.com Staff
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