BURKE & HERBERT FINANCIAL SE (BHRB) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $410.26M 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 $61.22M in its March 31, 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 $63.95M, representing an estimated gain of +4.46% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% 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
159
Total Reported Value
$410.26M
Largest Holder
Blackrock, Inc.
Largest Position
$61.22M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
180
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% | 982,759 | $61,216,070 | $63,948,128 | +$2,732,058 | +4.46% | |
| Vanguard Capital Management Llc | 0.00% | 562,215 | $35,020,372 | $36,583,330 | +$1,562,958 | +4.46% | |
| State Street Corp | 0.00% | 403,868 | $25,156,938 | $26,279,691 | +$1,122,753 | +4.46% | |
| Geode Capital Management, Llc | 0.00% | 379,643 | $23,650,072 | $24,703,370 | +$1,053,298 | +4.45% | |
| Dimensional Fund Advisors Lp | 0.00% | 367,948 | $22,919,055 | $23,942,376 | +$1,023,321 | +4.46% | |
| American Century Companies Inc | 0.01% | 342,469 | $21,332,394 | $22,284,458 | +$952,064 | +4.46% | |
| Endeavour Capital Advisors Inc | 4.31% | 305,189 | $19,010,223 | $19,858,648 | +$848,425 | +4.46% | |
| Hutchinson Capital Management/Ca | 2.95% | 258,080 | $16,075,803 | $16,793,266 | +$717,463 | +4.46% | |
| Fourthstone Llc | 2.60% | 246,421 | $15,349,564 | $16,034,614 | +$685,050 | +4.46% | |
| Burke & Herbert Bank & Trust Co | 3.82% | 221,671 | $13,807,887 | $14,424,132 | +$616,245 | +4.46% | |
| Evermay Wealth Management Llc | 1.28% | 185,765 | $11,571,302 | $12,087,729 | +$516,427 | +4.46% | |
| Goldman Sachs Group Inc | 0.00% | 183,133 | $11,407,354 | $11,916,464 | +$509,110 | +4.46% | |
| Vanguard Portfolio Management Llc | 0.00% | 133,975 | $8,345,303 | $8,717,753 | +$372,450 | +4.46% | |
| Northern Trust Corp | 0.00% | 118,697 | $7,393,636 | $7,723,614 | +$329,978 | +4.46% | |
| Charles Schwab Investment Management Inc | 0.00% | 110,179 | $6,863,050 | $7,169,348 | +$306,298 | +4.46% | |
| Bridgeway Capital Management, Llc | 0.13% | 102,880 | $6,408,395 | $6,694,402 | +$286,007 | +4.46% | |
| Morgan Stanley | 0.00% | 102,860 | $6,407,205 | $6,693,100 | +$285,895 | +4.46% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 101,644 | $6,331,405 | $6,613,975 | +$282,570 | +4.46% | |
| Bank Of New York Mellon Corp | 0.00% | 88,129 | $5,489,557 | $5,734,554 | +$244,997 | +4.46% | |
| Vanguard Fiduciary Trust Co | 0.00% | 85,492 | $5,325,297 | $5,562,964 | +$237,667 | +4.46% | |
| Verdence Capital Advisors Llc | 0.29% | 78,746 | $4,905,088 | $5,124,002 | +$218,914 | +4.46% | |
| Empowered Funds, Llc | 0.03% | 67,280 | $4,190,871 | $4,377,910 | +$187,039 | +4.46% | |
| Royce & Associates Lp | 0.04% | 59,102 | $3,681,464 | $3,845,767 | +$164,303 | +4.46% | |
| Aqr Capital Management Llc | 0.00% | 57,427 | $3,577,097 | $3,736,775 | +$159,678 | +4.46% | |
| Two Sigma Investments, Lp | 0.00% | 47,285 | $2,945,383 | $3,076,835 | +$131,452 | +4.46% | |
| Alliancebernstein L.P. | 0.00% | 45,416 | $2,829,871 | $2,955,219 | +$125,348 | +4.43% | |
| Ubs Group Ag | 0.00% | 44,159 | $2,750,664 | $2,873,426 | +$122,762 | +4.46% | |
| Mercer Global Advisors Inc | 0.00% | 40,346 | $2,513,152 | $2,625,314 | +$112,162 | +4.46% | |
| Bnp Paribas Financial Markets | 0.00% | 38,372 | $2,390,192 | $2,496,866 | +$106,674 | +4.46% | |
| Bank Of America Corp | 0.00% | 32,188 | $2,004,990 | $2,094,473 | +$89,483 | +4.46% | |
| Russell Investments Group, Ltd. | 0.00% | 27,107 | $1,688,493 | $1,763,852 | +$75,359 | +4.46% | |
| Swiss National Bank | 0.00% | 26,600 | $1,656,914 | $1,730,862 | +$73,948 | +4.46% | |
| Moors & Cabot, Inc. | 0.07% | 25,958 | $1,616,924 | $1,689,087 | +$72,163 | +4.46% | |
| Franklin Resources Inc | 0.00% | 23,684 | $1,475,277 | $1,541,118 | +$65,841 | +4.46% | |
| Fifth Third Bancorp | 0.00% | 21,876 | $1,362,656 | $1,423,471 | +$60,815 | +4.46% | |
| Nuveen, Llc | 0.00% | 21,614 | $1,346,336 | $1,406,423 | +$60,087 | +4.46% | |
| Jane Street Group, Llc | 0.00% | 21,378 | $1,331,636 | $1,391,066 | +$59,430 | +4.46% | |
| Wells Fargo & Company/Mn | 0.00% | 19,797 | $1,233,160 | $1,288,191 | +$55,031 | +4.46% | |
| D. E. Shaw & Co., Inc. | 0.00% | 18,596 | $1,158,345 | $1,210,042 | +$51,697 | +4.46% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 18,325 | $1,141,464 | $1,192,408 | +$50,944 | +4.46% | |
| Invesco Ltd. | 0.00% | 17,198 | $1,071,263 | $1,119,074 | +$47,811 | +4.46% | |
| Principal Financial Group Inc | 0.00% | 16,664 | $1,038,000 | $1,084,326 | +$46,326 | +4.46% | |
| Barclays Plc | 0.00% | 15,728 | $979,697 | $1,023,421 | +$43,724 | +4.46% | |
| Universal- Beteiligungs- Und Servicegesellschaft Mbh | 0.00% | 14,734 | $917,781 | $958,741 | +$40,960 | +4.46% | |
| Rhumbline Advisers | 0.00% | 14,693 | $915,218 | $956,074 | +$40,856 | +4.46% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,352 | $834,260 | $868,815 | +$34,555 | +4.14% | |
| Deutsche Bank Ag\ | 0.00% | 13,290 | $827,834 | $864,780 | +$36,946 | +4.46% | |
| California State Teachers Retirement System | 0.00% | 13,228 | $823,972 | $860,746 | +$36,774 | +4.46% | |
| Baird Financial Group, Inc. | 0.00% | 12,890 | $802,918 | $838,752 | +$35,834 | +4.46% | |
| Xtx Topco Ltd | 0.01% | 12,750 | $794,198 | $829,642 | +$35,444 | +4.46% |
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.