BURKE & HERBERT FINANCIAL SE (BHRB) Institutional Ownership Changes & 13F Activity

BURKE & HERBERT FINANCIAL SE (BHRB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Alliancebernstein L.P., Goldman Sachs Group Inc, Charles Schwab Investment Management Inc, and Citadel Advisors Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
State Street CorpSell-557,547-100.0%0$0.00Q3 2026Sep 22, 2026
Manufacturers Life Insurance Company, TheSell-4,054-100.0%0$0.00Q3 2026Sep 09, 2026
Citadel Advisors LlcSell-125,036-100.0%0$0.00Q3 2026Sep 02, 2026
Brown, Lisle/Cummings, Inc.Sell-150-100.0%0$0.00Q3 2026Sep 02, 2026
Corient Private Wealth LlcSell-5,009-100.0%0$0.00Q3 2026Aug 27, 2026
California State Teachers Retirement SystemSell-19,752-100.0%0$0.00Q3 2026Aug 24, 2026
Mercer Global Advisors IncSell-18,261-100.0%0$0.00Q3 2026Aug 19, 2026
Empowered Funds, LlcSell-71,532-100.0%0$0.00Q3 2026Aug 17, 2026
Alliancebernstein L.P.Sell-325,388-100.0%0$0.00Q3 2026Aug 14, 2026
Goldman Sachs Group IncSell-172,880-100.0%0$0.00Q3 2026Aug 14, 2026
Charles Schwab Investment Management IncSell-138,438-100.0%0$0.00Q3 2026Aug 14, 2026
Bridgeway Capital Management, LlcSell-116,041-100.0%0$0.00Q3 2026Aug 14, 2026
Hotchkis & Wiley Capital Management LlcSell-104,444-100.0%0$0.00Q3 2026Aug 14, 2026
Two Sigma Investments, LpSell-96,630-100.0%0$0.00Q3 2026Aug 14, 2026
Fourthstone LlcSell-84,248-100.0%0$0.00Q3 2026Aug 14, 2026
Csm Advisors, LlcSell-82,740-100.0%0$0.00Q3 2026Aug 14, 2026
Stieven Capital Advisors, L.P.Sell-63,940-100.0%0$0.00Q3 2026Aug 14, 2026
Aqr Capital Management LlcSell-63,603-100.0%0$0.00Q3 2026Aug 14, 2026
Numerai Gp LlcSell-55,003-100.0%0$0.00Q3 2026Aug 14, 2026
Royce & Associates LpSell-54,973-100.0%0$0.00Q3 2026Aug 14, 2026
Hrt Financial LpSell-38,922-100.0%0$0.00Q3 2026Aug 14, 2026
Bank Of America CorpSell-37,570-100.0%0$0.00Q3 2026Aug 14, 2026
Voleon Capital Management LpSell-37,464-100.0%0$0.00Q3 2026Aug 14, 2026
Xtx Topco LtdSell-32,737-100.0%0$0.00Q3 2026Aug 14, 2026
Wells Fargo & Company/MnSell-27,658-100.0%0$0.00Q3 2026Aug 14, 2026
D. E. Shaw & Co., Inc.Sell-26,599-100.0%0$0.00Q3 2026Aug 14, 2026
Qube Research & Technologies LtdSell-26,047-100.0%0$0.00Q3 2026Aug 14, 2026
Millennium Management LlcSell-24,609-100.0%0$0.00Q3 2026Aug 14, 2026
Price T Rowe Associates IncSell-22,981-100.0%0$0.00Q3 2026Aug 14, 2026
Barclays PlcSell-21,230-100.0%0$0.00Q3 2026Aug 14, 2026
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Frequently asked questions about BHRB activity

  • Which institutional owners are buying BHRB?

    Institutional owners buying BHRB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in BHRB activity?

    "Buy" means an investor increased their reported position in BHRB compared to the prior reporting period. This reflects growing exposure to BURKE & HERBERT FINANCIAL SE (BHRB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in BHRB increasing?

    Institutional interest in BHRB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.