| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 5.1% | $42,334,671 | 761,826 | The Vanguard Group | 30 Jun 2025 |
As of 30 Sep 2025, 147 institutional investors reported holding 5,779,610 shares of Burke & Herbert Financial Services Corp. - Common Stock (BHRB). This represents 38% of the company’s total 15,026,154 outstanding shares.
The largest institutional shareholders of Burke & Herbert Financial Services Corp. - Common Stock (BHRB) together control 32% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6.5% | 973,258 | -1.5% | 0% | $60,040,297 |
| VANGUARD GROUP INC | 5.1% | 765,442 | +0.47% | 0% | $47,220,118 |
| STATE STREET CORP | 2.6% | 383,538 | +11% | 0% | $23,660,459 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 374,096 | +11% | 0% | $23,078,890 |
| DIMENSIONAL FUND ADVISORS LP | 1.9% | 281,964 | -0.45% | 0% | $17,393,952 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 1.7% | 258,080 | +0.39% | 2.8% | $15,920,955 |
| BURKE & HERBERT BANK & TRUST CO | 1.7% | 257,161 | -0.9% | 3.4% | $15,864,261 |
| AMERICAN CENTURY COMPANIES INC | 1.3% | 201,700 | +64% | 0.01% | $12,442,873 |
| Fourthstone LLC | 0.92% | 137,761 | +21% | 1.5% | $8,498,476 |
| NORTHERN TRUST CORP | 0.82% | 123,227 | -0.24% | 0% | $7,601,874 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.74% | 111,210 | +1.2% | 0% | $6,860,545 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.7% | 104,944 | -6.3% | 0.02% | $6,473,995 |
| ENDEAVOUR CAPITAL ADVISORS INC | 0.68% | 102,722 | +66% | 1.9% | $6,336,920 |
| GOLDMAN SACHS GROUP INC | 0.65% | 97,485 | +93% | 0% | $6,013,850 |
| ROYCE & ASSOCIATES LP | 0.5% | 75,640 | -7.4% | 0.05% | $4,666,232 |
| Bank of New York Mellon Corp | 0.47% | 70,298 | +1.7% | 0% | $4,336,678 |
| Verdence Capital Advisors LLC | 0.45% | 67,707 | -5.6% | 0.24% | $4,155,179 |
| AQR CAPITAL MANAGEMENT LLC | 0.43% | 64,817 | +305% | 0% | $3,998,576 |
| MORGAN STANLEY | 0.41% | 61,543 | +23% | 0% | $3,796,617 |
| JPMORGAN CHASE & CO | 0.37% | 55,184 | +11% | 0% | $3,404,300 |
| EJF Capital LLC | 0.33% | 49,850 | +0.91% | 1.8% | $3,075,247 |
| MARSHALL WACE, LLP | 0.32% | 48,513 | -46% | 0% | $2,992,766 |
| Pinnacle Holdings, LLC | 0.29% | 43,289 | -0.14% | 0.93% | $2,670,498 |
| LSV ASSET MANAGEMENT | 0.27% | 40,900 | +152% | 0.01% | $2,523,000 |
| UBS Group AG | 0.26% | 39,474 | +35% | 0% | $2,435,151 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 30,227 | $1,884,264 | -$977,098 | $62.31 | 7 |
| 2025 Q3 | 5,779,610 | $356,492,406 | +$21,162,047 | $61.69 | 147 |
| 2025 Q2 | 5,442,145 | $325,099,087 | +$14,575,911 | $59.73 | 135 |
| 2025 Q1 | 5,192,525 | $291,355,482 | -$408,348 | $56.11 | 134 |
| 2024 Q4 | 5,193,689 | $323,891,782 | +$12,455,013 | $62.36 | 119 |
| 2024 Q3 | 4,991,058 | $304,406,870 | +$18,629,854 | $60.99 | 108 |
| 2024 Q2 | 4,644,611 | $236,782,618 | +$140,314,156 | $50.98 | 104 |
| 2024 Q1 | 1,878,435 | $105,250,512 | -$4,840,308 | $56.03 | 53 |
| 2023 Q4 | 9,360 | $588,744 | $62.90 | 1 | |
| 2023 Q3 | 1,912,351 | $88,857,894 | +$10,602,746 | $46.46 | 50 |
| 2023 Q2 | 1,627,089 | $104,460,347 | +$99,804,089 | $64.20 | 51 |
| 2023 Q1 | 72,526 | $5,330,920 | +$701,298 | $73.50 | 2 |
| 2022 Q4 | 62,985 | $4,452,904 | +$4,452,903 | $70.70 | 2 |