Burke & Herbert Financial Services Corp.
BHRBNASDAQ
USReal-Time Price
USReal-Time Price$70.21USD
-0.47 (-0.67%)Today
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Burke & Herbert Financial Services Corp. (BHRB) Holders & Ownership
Who owns Burke & Herbert Financial Services Corp. (BHRB)? Top institutional holders, insider ownership and recent 13F changes showing how the smart money is positioned.
Filing Period:
Institutional Ownership
17.79%
Institutional Holders
81
Total Shares Held
2,680,524
Total Holdings Value
$183.9M
13F Holder Composition
InstitutionFund
Top Institutional Holders
| Holder | Shares Held | Market Value | % Outstanding | Change | Date Reported |
|---|---|---|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC | 504,989 | $34.6M | 3.35% | +9.98% | 2026-09-30 |
| DIMENSIONAL FUND ADVISORS LP | 477,144 | $32.7M | 3.17% | +5.50% | 2026-09-30 |
| GEODE CAPITAL MANAGEMENT, LLC | 476,525 | $32.7M | 3.16% | +3.11% | 2026-09-30 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 257,580 | $17.7M | 1.71% | -0.58% | 2026-09-30 |
| BURKE & HERBERT BANK & TRUST CO | 208,035 | $14.3M | 1.38% | -4.46% | 2026-09-30 |
| NUVEEN, LLC | 111,300 | $7.6M | 0.74% | +181.69% | 2026-09-30 |
| BANK OF NEW YORK MELLON CORP | 110,993 | $7.6M | 0.74% | +5.57% | 2026-09-30 |
| VERDENCE CAPITAL ADVISORS LLC | 78,746 | $5.4M | 0.52% | 0.00% | 2026-09-30 |
| JUPITER ASSET MANAGEMENT LTD | 73,623 | $5.1M | 0.49% | +14.61% | 2026-09-30 |
| PRINCIPAL FINANCIAL GROUP INC | 59,900 | $4.1M | 0.40% | +237.16% | 2026-09-30 |
| ROYCE & ASSOCIATES LP | 50,873 | $3.5M | 0.34% | -7.46% | 2026-09-30 |
| RUSSELL INVESTMENTS GROUP, LTD. | 35,010 | $2.4M | 0.23% | +0.02% | 2026-09-30 |
| KESTRA ADVISORY SERVICES, LLC | 31,624 | $2.2M | 0.21% | +0.01% | 2026-09-30 |
| LSV ASSET MANAGEMENT | 26,200 | $1.8M | 0.17% | 0.00% | 2026-09-30 |
| SALZHAUER MICHAEL | 24,121 | $1.7M | 0.16% | +19.30% | 2026-09-30 |
| MOORS & CABOT, INC. | 23,231 | $1.6M | 0.15% | -6.55% | 2026-09-30 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 22,569 | $1.5M | 0.15% | +1.67% | 2026-09-30 |
| FIFTH THIRD BANCORP | 21,876 | $1.5M | 0.15% | 0.00% | 2026-09-30 |
| BARCLAYS PLC | 21,837 | $1.5M | 0.14% | +2.86% | 2026-09-30 |
| ROSENTHAL | HENRY CAPITAL ADVISORS, INC. | 20,895 | $1.4M | 0.14% | 0.00% | 2026-09-30 |
| DEUTSCHE BANK AG\ | 16,278 | $1.1M | 0.11% | +5.26% | 2026-09-30 |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 15,874 | $1.1M | 0.11% | +5.17% | 2026-09-30 |
| ENHANCING CAPITAL LLC | 15,508 | $1.1M | 0.10% | 0.00% | 2026-09-30 |
| CITIGROUP INC | 14,576 | $999,914 | 0.10% | -19.85% | 2026-09-30 |
| LIFEGUIDE FINANCIAL ADVISORS, LLC | 14,260 | $978,245 | 0.09% | +89.12% | 2026-09-30 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,145 | $906,369 | 0.09% | +5.72% | 2026-09-30 |
| DAVENPORT & CO LLC | 11,998 | $823,063 | 0.08% | 0.00% | 2026-09-30 |
| LPL FINANCIAL LLC | 8,797 | $603,448 | 0.06% | +5.20% | 2026-09-30 |
| J.W. COLE ADVISORS, INC. | 8,487 | $582,187 | 0.06% | +0.05% | 2026-09-30 |
| ALLIANCE WEALTH STRATEGIES, LLC D/B/A BROWN EDWARDS WEALTH STRATEGIES | 7,429 | $509,629 | 0.05% | +30.68% | 2026-09-30 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 7,368 | $505,460 | 0.05% | +0.04% | 2026-09-30 |
| CREATIVE PLANNING | 7,320 | $502,152 | 0.05% | +30.69% | 2026-09-30 |
| MODERA WEALTH MANAGEMENT, LLC | 7,200 | $493,920 | 0.05% | -12.20% | 2026-09-30 |
| LS INVESTMENT ADVISORS, LLC | 6,856 | $470,322 | 0.05% | 0.00% | 2026-09-30 |
| NTV ASSET MANAGEMENT LLC | 6,774 | $464,696 | 0.04% | +100.00% | 2026-09-30 |
| BAILARD, INC. | 6,351 | $435,679 | 0.04% | +100.00% | 2026-09-30 |
| TCTC HOLDINGS, LLC | 6,303 | $432,386 | 0.04% | 0.00% | 2026-09-30 |
| SQUAREPOINT OPS LLC | 5,282 | $362,345 | 0.04% | +100.00% | 2026-09-30 |
| STERLING CAPITAL MANAGEMENT LLC | 4,858 | $333,259 | 0.03% | +0.62% | 2026-09-30 |
| ARIZONA STATE RETIREMENT SYSTEM | 4,681 | $321,117 | 0.03% | +2.32% | 2026-09-30 |
| FIDELITY D & D BANCORP INC | 4,454 | $305,544 | 0.03% | -14.79% | 2026-09-30 |
| CANTON HATHAWAY, LLC | 4,446 | $304,996 | 0.03% | +100.00% | 2026-09-30 |
| POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 4,406 | $302,252 | 0.03% | 0.00% | 2026-09-30 |
| CASSADAY & CO WEALTH MANAGEMENT LLC | 4,320 | $296,352 | 0.03% | 0.00% | 2026-09-30 |
| RITHOLTZ WEALTH MANAGEMENT | 4,224 | $289,766 | 0.03% | -2.43% | 2026-09-30 |
| COMMONWEALTH EQUITY SERVICES, LLC | 4,099 | $281,200 | 0.03% | -0.73% | 2026-09-30 |
| TRUIST FINANCIAL CORP | 4,088 | $280,437 | 0.03% | -6.35% | 2026-09-30 |
| LOWE BROCKENBROUGH & CO INC | 3,500 | $240,100 | 0.02% | 0.00% | 2026-09-30 |
| PLANVEST FINANCIAL, INC | 3,271 | $224,394 | 0.02% | +0.28% | 2026-09-30 |
| GRAVES LIGHT LENHART WEALTH, INC. | 3,218 | $220,755 | 0.02% | 0.00% | 2026-09-30 |
| PICTET ASSET MANAGEMENT HOLDING SA | 2,978 | $204,291 | 0.02% | 0.00% | 2026-09-30 |
| PNC FINANCIAL SERVICES GROUP, INC. | 2,210 | $151,606 | 0.01% | 0.00% | 2026-09-30 |
| FMR LLC | 2,204 | $151,177 | 0.01% | +12.74% | 2026-09-30 |
| FIRST UNITED BANK & TRUST | 2,202 | $151,057 | 0.01% | 0.00% | 2026-09-30 |
| SIGNATUREFD, LLC | 1,505 | $103,256 | 0.01% | +2636.36% | 2026-09-30 |
| LARSON FINANCIAL GROUP LLC | 1,485 | $101,856 | 0.01% | +1.92% | 2026-09-30 |
| FORTITUDE FAMILY OFFICE, LLC | 885 | $60,711 | 0.01% | 0.00% | 2026-09-30 |
| STATE OF ALASKA, DEPARTMENT OF REVENUE | 808 | $55,000 | 0.01% | +33.33% | 2026-09-30 |
| MOTCO | 585 | $40,131 | 0.00% | +100.00% | 2026-09-30 |
| CITY HOLDING CO | 302 | $20,716 | 0.00% | 0.00% | 2026-09-30 |
| VERSANT CAPITAL MANAGEMENT, INC | 214 | $14,680 | 0.00% | 0.00% | 2026-09-30 |
| US BANCORP \DE\ | 168 | $11,525 | 0.00% | +22.63% | 2026-09-30 |
| BROWN, LISLE/CUMMINGS, INC. | 150 | $10,290 | 0.00% | 0.00% | 2026-09-30 |
| ALLWORTH FINANCIAL LP | 136 | $9,773 | 0.00% | 0.00% | 2026-09-30 |
| EVERSOURCE WEALTH ADVISORS, LLC | 139 | $9,535 | 0.00% | +1.46% | 2026-09-30 |
| NISA INVESTMENT ADVISORS, LLC | 130 | $8,918 | 0.00% | -15.58% | 2026-09-30 |
| IFP ADVISORS, INC | 129 | $8,849 | 0.00% | 0.00% | 2026-09-30 |
| ESSENTIAL PARTNERS LLC | 111 | $7,615 | 0.00% | -28.85% | 2026-09-30 |
| BARE FINANCIAL SERVICES, INC | 101 | $6,903 | 0.00% | +1.00% | 2026-09-30 |
| HARBOR CAPITAL ADVISORS, INC. | 85 | $6,000 | 0.00% | +60.38% | 2026-09-30 |
| GAMMA INVESTING LLC | 86 | $5,900 | 0.00% | +10.26% | 2026-09-30 |
| SILVER GROVE FINANCIAL GROUP, INC. | 78 | $5,358 | 0.00% | +36.84% | 2026-09-30 |
| SJS INVESTMENT CONSULTING INC. | 71 | $4,871 | 0.00% | +7000.00% | 2026-09-30 |
| UMB BANK, N.A. | 58 | $3,979 | 0.00% | 0.00% | 2026-09-30 |
| ADVOCATE INVESTING SERVICES LLC | 50 | $3,430 | 0.00% | 0.00% | 2026-09-30 |
| PARALLEL ADVISORS, LLC | 46 | $3,156 | 0.00% | 0.00% | 2026-09-30 |
| ROOT FINANCIAL PARTNERS, LLC | 44 | $3,018 | 0.00% | +100.00% | 2026-09-30 |
| FARTHER FINANCE ADVISORS, LLC | 44 | $3,018 | 0.00% | +4300.00% | 2026-09-30 |
| TRUE WEALTH DESIGN, LLC | 24 | $1,647 | 0.00% | +4.35% | 2026-09-30 |
| CLARK WEALTH PARTNERS | 20 | $1,372 | 0.00% | +100.00% | 2026-09-30 |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 17 | $1,166 | 0.00% | 0.00% | 2026-09-30 |
| CLEARSTEAD ADVISORS, LLC | 12 | $824 | 0.00% | 0.00% | 2026-09-30 |
| HUGHES FINANCIAL SERVICES, LLC | 2 | $142 | 0.00% | +100.00% | 2026-09-30 |
| SBI SECURITIES CO., LTD. | 2 | $137 | 0.00% | -33.33% | 2026-09-30 |
| ASCENTIS WEALTH MANAGEMENT, LLC | 2 | $137 | 0.00% | +100.00% | 2026-09-30 |
| STRS OHIO | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| INTECH INVESTMENT MANAGEMENT LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| HERITAGE WEALTH ADVISORS | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| STONEBRIDGE FINANCIAL GROUP, LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| BERNARDO WEALTH PLANNING LLC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| COVESTOR LTD | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| PHILADELPHIA TRUST CO | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
| ALPS ADVISORS INC | 0 | $0 | 0.00% | -100.00% | 2026-09-30 |
Source: FMP Ultimate 13F Institutional Ownership. Figures reflect the latest available quarterly filings — showing Q3 2026.