BURKE & HERBERT FINANCIAL SE (BHRB) Institutional Shareholders
BURKE & HERBERT FINANCIAL SE (BHRB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $636.48M in BHRB holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of BHRB tracked by InsiderSet, reporting ownership valued at approximately $87.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $85.83M, representing an estimated loss of -1.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed BHRB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in BURKE & HERBERT FINANCIAL SE (BHRB).
This page ranks the largest institutional BHRB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
200
Total Reported Value
$636.48M
Largest Holder
Blackrock, Inc.
Largest Position
$87.56M
Insider Transactions (90d)
28
Latest Filing Quarter
Q2 2026
New Institutional Positions
88
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 1,218,420 | $87,555,673 | $85,825,505 | -$1,730,168 | -1.98% | |
| Vanguard Capital Management Llc | 0.00% | 750,129 | $53,904,270 | $52,839,087 | -$1,065,183 | -1.98% | |
| State Street Corp | 0.00% | 557,547 | $40,065,327 | $39,273,611 | -$791,716 | -1.98% | |
| American Century Companies Inc | 0.02% | 489,212 | $35,154,774 | $34,460,093 | -$694,681 | -1.98% | |
| Geode Capital Management, Llc | 0.00% | 462,137 | $33,214,083 | $32,552,930 | -$661,153 | -1.99% | |
| Endeavour Capital Advisors Inc | 6.77% | 459,176 | $32,996,387 | $32,344,357 | -$652,030 | -1.98% | |
| Dimensional Fund Advisors Lp | 0.01% | 452,257 | $32,499,383 | $31,856,983 | -$642,400 | -1.98% | |
| Alliancebernstein L.P. | 0.01% | 325,388 | $20,268,419 | $22,920,331 | +$2,651,912 | +13.08% | |
| Hutchinson Capital Management/Ca | 3.19% | 259,080 | $18,617,489 | $18,249,595 | -$367,894 | -1.98% | |
| Burke & Herbert Bank & Trust Co | 3.88% | 217,742 | $15,646,941 | $15,337,746 | -$309,195 | -1.98% | |
| Goldman Sachs Group Inc | 0.00% | 172,880 | $12,423,157 | $12,177,667 | -$245,490 | -1.98% | |
| Northern Trust Corp | 0.00% | 151,090 | $10,857,328 | $10,642,780 | -$214,548 | -1.98% | |
| Vanguard Portfolio Management Llc | 0.00% | 146,645 | $10,537,910 | $10,329,674 | -$208,236 | -1.98% | |
| Charles Schwab Investment Management Inc | 0.00% | 138,438 | $9,948,155 | $9,751,573 | -$196,582 | -1.98% | |
| Citadel Advisors Llc | 0.01% | 125,036 | $8,985,087 | $8,807,536 | -$177,551 | -1.98% | |
| Bridgeway Capital Management, Llc | 0.15% | 116,041 | $8,338,706 | $8,173,928 | -$164,778 | -1.98% | |
| Vanguard Fiduciary Trust Co | 0.00% | 111,057 | $7,980,556 | $7,822,855 | -$157,701 | -1.98% | |
| Bank Of New York Mellon Corp | 0.00% | 105,134 | $7,554,953 | $7,405,639 | -$149,314 | -1.98% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 104,444 | $7,505,346 | $7,357,035 | -$148,311 | -1.98% | |
| Two Sigma Investments, Lp | 0.01% | 96,630 | $6,943,832 | $6,806,617 | -$137,215 | -1.98% | |
| Morgan Stanley | 0.00% | 85,977 | $6,178,335 | $6,056,220 | -$122,115 | -1.98% | |
| Fourthstone Llc | 4.37% | 84,248 | $6,145,892 | $5,934,429 | -$211,463 | -3.44% | |
| Jpmorgan Chase & Co | 0.00% | 84,287 | $6,066,136 | $5,937,176 | -$128,960 | -2.13% | |
| Csm Advisors, Llc | 0.13% | 82,740 | $5,942,000 | $5,828,206 | -$113,794 | -1.92% | |
| Banc Funds Co Llc | 0.98% | 82,374 | $5,919,396 | $5,802,425 | -$116,971 | -1.98% | |
| Verdence Capital Advisors Llc | 0.30% | 78,746 | $5,658,688 | $5,546,868 | -$111,820 | -1.98% | |
| Empowered Funds, Llc | 0.03% | 71,532 | $5,140,290 | $5,038,714 | -$101,576 | -1.98% | |
| Jupiter Asset Management Ltd | 0.02% | 64,238 | $4,616,143 | $4,524,925 | -$91,218 | -1.98% | |
| Stieven Capital Advisors, L.P. | 0.88% | 63,940 | $4,594,728 | $4,503,934 | -$90,794 | -1.98% | |
| Aqr Capital Management Llc | 0.00% | 63,603 | $4,570,488 | $4,480,195 | -$90,293 | -1.98% | |
| Numerai Gp Llc | 0.32% | 55,003 | $3,952,516 | $3,874,411 | -$78,105 | -1.98% | |
| Royce & Associates Lp | 0.03% | 54,973 | $3,950,360 | $3,872,298 | -$78,062 | -1.98% | |
| Bnp Paribas Financial Markets | 0.00% | 52,416 | $3,766,614 | $3,692,183 | -$74,431 | -1.98% | |
| Ubs Group Ag | 0.00% | 47,336 | $3,401,565 | $3,334,348 | -$67,217 | -1.98% | |
| Segall Bryant & Hamill, Llc | 0.04% | 42,189 | $3,031,702 | $2,971,793 | -$59,909 | -1.98% | |
| Nuveen, Llc | 0.00% | 39,512 | $2,839,332 | $2,783,225 | -$56,107 | -1.98% | |
| Hrt Financial Lp | 0.01% | 38,922 | $2,796,000 | $2,741,666 | -$54,334 | -1.94% | |
| Bank Of America Corp | 0.00% | 37,570 | $2,699,779 | $2,646,431 | -$53,348 | -1.98% | |
| Voleon Capital Management Lp | 0.05% | 37,464 | $2,692,163 | $2,638,964 | -$53,199 | -1.98% | |
| Russell Investments Group, Ltd. | 0.00% | 35,003 | $2,515,300 | $2,465,611 | -$49,689 | -1.98% | |
| Swiss National Bank | 0.00% | 33,300 | $2,392,938 | $2,345,652 | -$47,286 | -1.98% | |
| Xtx Topco Ltd | 0.03% | 32,737 | $2,352,481 | $2,305,994 | -$46,487 | -1.98% | |
| Kestra Advisory Services, Llc | 0.01% | 31,620 | $2,272,234 | $2,227,313 | -$44,921 | -1.98% | |
| Wells Fargo & Company/Mn | 0.00% | 27,658 | $1,987,505 | $1,948,230 | -$39,275 | -1.98% | |
| D. E. Shaw & Co., Inc. | 0.00% | 26,599 | $1,911,404 | $1,873,634 | -$37,770 | -1.98% | |
| Lsv Asset Management | 0.00% | 26,200 | $1,883,000 | $1,845,528 | -$37,472 | -1.99% | |
| Qube Research & Technologies Ltd | 0.00% | 26,047 | $1,871,737 | $1,834,751 | -$36,986 | -1.98% | |
| Moors & Cabot, Inc. | 0.07% | 24,858 | $1,786,296 | $1,750,998 | -$35,298 | -1.98% | |
| First Trust Advisors Lp | 0.00% | 24,768 | $1,779,828 | $1,744,658 | -$35,170 | -1.98% | |
| Millennium Management Llc | 0.00% | 24,609 | $1,768,403 | $1,733,458 | -$34,945 | -1.98% |
Frequently asked questions about BHRB
Who owns the most BHRB stock?
The largest holders of BHRB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for BURKE & HERBERT FINANCIAL SE (BHRB).
Is BHRB widely held by superinvestors?
Many widely followed stocks like BHRB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BHRB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.