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Burke & Herbert Financial Services (BHRB) Institutional Ownership

Burke & Herbert Financial Services logo
$60.74 +0.77 (+1.28%)
Closing price 04:00 PM Eastern
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$60.72 -0.02 (-0.02%)
As of 05:33 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)
70
Total
Institutional Inflows
(last 12 months)
$66.90M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$9.53M
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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
8/13/2025Marshall Wace LLP90,664$5.42M0.0%+18.6%0.604%
8/13/2025Endeavour Capital Advisors Inc.61,913$3.70M1.3%+18.7%0.412%
8/13/2025First Trust Advisors LP9,576$572K0.0%+6.6%0.064%
8/13/2025Invesco Ltd.12,107$723K0.0%+19.4%0.081%
8/13/2025Quantbot Technologies LP3,897$233K0.0%+8.1%0.026%
8/13/2025Russell Investments Group Ltd.26,060$1.56M0.0%-16.0%0.174%
8/12/2025 American Century Companies Inc.122,649$7.33M0.0%+135.6%0.817%
8/12/2025 Segall Bryant & Hamill LLC27,424$1.64M0.0%-10.7%0.183%
8/12/2025 Rhumbline Advisers17,961$1.07M0.0%+1.7%0.120%
8/12/2025 Legal & General Group Plc13,389$798K0.0%+4.2%0.089%
8/12/2025 JPMorgan Chase & Co.49,511$2.96M0.0%+32.2%0.330%
8/11/2025 LSV Asset Management16,200$968K0.0%N/A0.108%
8/11/2025 Universal Beteiligungs und Servicegesellschaft mbH14,700$878K0.0%N/A0.098%
8/8/2025 Empower Advisory Group LLC9,239$552K0.0%-20.1%0.062%
8/8/2025 Geode Capital Management LLC337,425$20.16M0.0%+6.7%2.248%
8/8/2025 PNC Financial Services Group Inc.2,202$132K0.0%+22.2%0.015%
8/6/2025 Atlantic Union Bankshares Corp9,890$591K0.0%N/A0.066%
8/5/2025 Hussman Strategic Advisors Inc.10,500$627K0.1%N/A0.070%
7/31/2025 Burke & Herbert Bank & Trust Co.259,495$15.50M3.5%+3.1%1.729%
7/31/2025 AlphaQuest LLC6,888$411K0.0%+49.7%0.046%
7/25/2025 CWM LLC841$50K0.0%+732.7%0.006%
7/10/2025 Wealth Enhancement Advisory Services LLC6,600$422K0.0%+7.7%0.044%
7/7/2025 Delphi Management Inc. MA5,184$310K0.3%-6.1%0.035%
6/27/2025Goldman Sachs Group Inc.71,849$4.03M0.0%+16.4%0.479%
6/18/2025Voya Investment Management LLC3,959$222K0.0%-8.0%0.026%
5/29/2025 Rhumbline Advisers17,663$991K0.0%-4.8%0.118%
5/19/2025Jane Street Group LLC22,929$1.29M0.0%N/A0.153%
5/16/2025Voleon Capital Management LP 4,444$249K0.0%-9.8%0.030%
5/16/2025Goldman Sachs Group Inc.71,849$4.03M0.0%+16.4%0.480%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.8,030$451K0.0%+4.1%0.054%
5/16/2025EJF Capital LLC64,368$3.61M2.3%+7.0%0.430%
5/15/2025Cubist Systematic Strategies LLC17,451$979K0.0%N/A0.116%
5/15/2025Royal Bank of Canada5,767$324K0.0%-10.4%0.038%
5/15/2025State of Wyoming878$49K0.0%N/A0.006%
5/15/2025 Trexquant Investment LP9,386$527K0.0%+59.4%0.063%
5/14/2025Hotchkis & Wiley Capital Management LLC102,690$5.76M0.0%N/A0.685%
5/14/2025 AlphaQuest LLC4,601$258K0.0%+59.2%0.031%
5/14/2025Hsbc Holdings PLC3,989$221K0.0%N/A0.027%
5/14/2025Quantbot Technologies LP3,605$202K0.0%+360,400.0%0.024%
5/13/2025 American Century Companies Inc.52,067$2.92M0.0%+103.7%0.348%
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5/12/2025 Nuveen LLC30,038$1.69M0.0%N/A0.200%
5/12/2025Invesco Ltd.10,144$569K0.0%+77.0%0.068%
5/12/2025 Swiss National Bank26,100$1.46M0.0%-1.1%0.174%
5/9/2025 Deutsche Bank AG9,485$532K0.0%-11.0%0.063%
5/9/2025 Charles Schwab Investment Management Inc.108,573$6.09M0.0%-1.8%0.725%
5/9/2025 Vanguard Group Inc.740,512$41.55M0.0%+1.1%4.942%
5/9/2025 Wealthspire Advisors LLC4,429$249K0.0%-23.7%0.030%
5/9/2025 PNC Financial Services Group Inc.1,802$101K0.0%+104.3%0.012%
5/6/2025Hendershot Investments Inc.3,540$199K0.0%-50.1%0.024%
5/6/2025 Y Intercept Hong Kong Ltd4,751$267K0.0%N/A0.032%
5/2/2025 Verdence Capital Advisors LLC71,707$4.02M0.3%+4.9%0.479%
5/2/2025 Segall Bryant & Hamill LLC30,715$1.72M0.0%N/A0.205%
5/2/2025 Larson Financial Group LLC2,521$141K0.0%N/A0.017%
4/29/2025 Burke & Herbert Bank & Trust Co.251,695$14.12M3.4%-1.4%1.680%
4/29/2025 Bank of New York Mellon Corp68,019$3.82M0.0%-0.8%0.454%
4/17/2025 AA Financial Advisors LLC31,166$1.75M0.4%N/A0.208%
4/16/2025 Folger Nolan Fleming Douglas Capital Management Inc.4,028$226K0.0%-17.3%0.027%
4/15/2025 SG Americas Securities LLC5,808$326K0.0%-23.5%0.039%
4/8/2025 Rhumbline Advisers17,663$991K0.0%-4.8%0.118%
4/8/2025 Delphi Management Inc. MA5,520$310K0.3%+21.6%0.037%
4/7/2025 GAMMA Investing LLC6,284$353K0.0%+14,181.8%0.042%
3/17/2025 Wealth Enhancement Advisory Services LLC6,107$381K0.0%N/A0.041%
2/18/2025 Mittelman Wealth Management7,801$486K0.5%-27.8%0.052%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC20,512$1.28M0.0%+24.4%0.137%
2/17/2025Squarepoint Ops LLC3,496$218K0.0%N/A0.023%
2/17/2025Two Sigma Investments LP7,707$481K0.0%-9.0%0.051%
2/17/2025 ProShare Advisors LLC3,814$238K0.0%N/A0.025%
2/17/2025Occudo Quantitative Strategies LP3,396$212K0.0%-46.6%0.023%
2/17/2025Millennium Management LLC19,312$1.20M0.0%-31.7%0.129%
2/17/2025MIRAE 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%
2/17/2025D. E. Shaw & Co. Inc.12,026$750K0.0%+112.1%0.080%
2/17/2025Citadel Advisors LLC20,333$1.27M0.0%+132.4%0.136%
2/17/2025Bank of America Corp DE17,518$1.09M0.0%+51.2%0.117%
2/17/2025BNP Paribas Financial Markets4,287$267K0.0%N/A0.029%
2/14/2025Voleon Capital Management LP4,925$307K0.0%N/A0.033%
2/14/2025Northern Trust Corp130,117$8.11M0.0%+5.1%0.869%
2/14/2025Voya Investment Management LLC4,301$268K0.0%-5.0%0.029%
2/14/2025Price T Rowe Associates Inc. MD9,829$613K0.0%+117.9%0.066%
2/14/2025Tower Research Capital LLC TRC1,347$84K0.0%+227.7%0.009%
2/14/2025MetLife 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%
2/13/2025Avenir Corp3,900$243K0.0%N/A0.026%
2/13/2025Fourthstone LLC454,526$28.34M5.5%+14.3%3.036%
2/13/2025 XTX Topco Ltd3,826$239K0.0%N/A0.026%
2/13/2025Mariner LLC7,478$466K0.0%-3.2%0.050%
2/13/2025Barclays PLC28,601$1.78M0.0%+28.7%0.191%
2/13/2025 Sterling Capital Management LLC433$27K0.0%+841.3%0.003%
2/13/2025Raymond James Financial Inc.4,401$274K0.0%N/A0.029%
2/13/2025 Legal & General Group Plc12,851$809K0.0%-9.6%0.086%
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2/13/2025Invesco Ltd.5,730$357K0.0%+60.0%0.038%
2/13/2025Wells 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%
(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, 101 institutional investors and hedge funds held shares of Burke & Herbert Financial Services. The most heavily invested institutionals were Vanguard Group Inc. ($41.55M), Fourthstone LLC ($28.34M), Dimensional Fund Advisors LP ($21.25M), Geode Capital Management LLC ($20.16M), State Street Corp ($17.66M), Hutchinson Capital Management CA ($16.03M), and Burke & Herbert Bank & Trust Co. ($15.50M).Learn more on Burke & Herbert Financial Services' institutional investors.

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

Of the 85 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), American Century Companies Inc. ($163.64K), Fourthstone LLC ($147.08K), Burke & Herbert Bank & Trust Co. ($112.66K), Hotchkis & Wiley Capital Management LLC ($102.69K), Charles Schwab Investment Management Inc. ($73.18K), and Verdence Capital Advisors LLC ($71.71K).

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

Institutional investors have bought a total of 1,124,527 shares in the last 24 months. This purchase volume represents approximately $66.90M in transactions.

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

Of the 32 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. ($56.56K), Royce & Associates LP ($17.16K), Dimensional Fund Advisors LP ($15.09K), Hendershot Investments Inc. ($11.62K), Millennium Management LLC ($8.97K), Russell Investments Group Ltd. ($4.96K), and AlphaQuest LLC ($4.95K).

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

Institutional investors have sold a total of 156,369 shares in the last 24 months. This volume of shares sold represents approximately $9.53M in transactions.


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This page (NASDAQ:BHRB) was last updated on 8/13/2025 by MarketBeat.com Staff
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