BHRB Institutional Ownership & Shareholders
BURKE & HERBERT FINANCIAL SE (BHRB) is currently held by 203 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $641.55M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $87.79M, representing an estimated gain of +0.26% 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
203
Total Reported Value
$641.55M
Largest Holder
Blackrock, Inc.
Largest Position
$87.56M
Insider Transactions (90d)
21
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
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 | $87,787,161 | +$231,488 | +0.26% | |
| Vanguard Capital Management Llc | 0.00% | 750,129 | $53,904,270 | $54,046,794 | +$142,524 | +0.26% | |
| State Street Corp | 0.00% | 557,547 | $40,065,327 | $40,171,261 | +$105,934 | +0.26% | |
| American Century Companies Inc | 0.02% | 489,212 | $35,154,774 | $35,247,725 | +$92,951 | +0.26% | |
| Geode Capital Management, Llc | 0.00% | 462,137 | $33,214,083 | $33,296,971 | +$82,888 | +0.25% | |
| Endeavour Capital Advisors Inc | 6.77% | 459,176 | $32,996,387 | $33,083,631 | +$87,244 | +0.26% | |
| Dimensional Fund Advisors Lp | 0.01% | 452,257 | $32,499,383 | $32,585,117 | +$85,734 | +0.26% | |
| Alliancebernstein L.P. | 0.01% | 325,388 | $20,268,419 | $23,444,205 | +$3,175,786 | +15.67% | |
| Hutchinson Capital Management/Ca | 3.19% | 259,080 | $18,617,489 | $18,666,714 | +$49,225 | +0.26% | |
| Burke & Herbert Bank & Trust Co | 3.88% | 217,742 | $15,646,941 | $15,688,311 | +$41,370 | +0.26% | |
| Goldman Sachs Group Inc | 0.00% | 172,880 | $12,423,157 | $12,456,004 | +$32,847 | +0.26% | |
| Northern Trust Corp | 0.00% | 151,090 | $10,857,328 | $10,886,035 | +$28,707 | +0.26% | |
| Vanguard Portfolio Management Llc | 0.00% | 146,645 | $10,537,910 | $10,565,772 | +$27,862 | +0.26% | |
| Charles Schwab Investment Management Inc | 0.00% | 138,438 | $9,948,155 | $9,974,458 | +$26,303 | +0.26% | |
| Citadel Advisors Llc | 0.01% | 125,036 | $8,985,087 | $9,008,844 | +$23,757 | +0.26% | |
| Bridgeway Capital Management, Llc | 0.15% | 116,041 | $8,338,706 | $8,360,754 | +$22,048 | +0.26% | |
| Vanguard Fiduciary Trust Co | 0.00% | 111,057 | $7,980,556 | $8,001,657 | +$21,101 | +0.26% | |
| Bank Of New York Mellon Corp | 0.00% | 105,134 | $7,554,953 | $7,574,905 | +$19,952 | +0.26% | |
| Hotchkis & Wiley Capital Management Llc | 0.02% | 104,444 | $7,505,346 | $7,525,190 | +$19,844 | +0.26% | |
| Two Sigma Investments, Lp | 0.01% | 96,630 | $6,943,832 | $6,962,192 | +$18,360 | +0.26% | |
| Morgan Stanley | 0.00% | 85,977 | $6,178,335 | $6,194,643 | +$16,308 | +0.26% | |
| Fourthstone Llc | 4.37% | 84,248 | $6,145,892 | $6,070,068 | -$75,824 | -1.23% | |
| Jpmorgan Chase & Co | 0.00% | 84,287 | $6,066,136 | $6,072,878 | +$6,742 | +0.11% | |
| Csm Advisors, Llc | 0.13% | 82,740 | $5,942,000 | $5,961,417 | +$19,417 | +0.33% | |
| Banc Funds Co Llc | 0.98% | 82,374 | $5,919,396 | $5,935,047 | +$15,651 | +0.26% | |
| Verdence Capital Advisors Llc | 0.23% | 78,746 | $5,401,976 | $5,673,649 | +$271,673 | +5.03% | |
| Empowered Funds, Llc | 0.03% | 71,532 | $5,140,290 | $5,153,881 | +$13,591 | +0.26% | |
| Jupiter Asset Management Ltd | 0.02% | 64,238 | $4,616,143 | $4,628,348 | +$12,205 | +0.26% | |
| Stieven Capital Advisors, L.P. | 0.88% | 63,940 | $4,594,728 | $4,606,877 | +$12,149 | +0.26% | |
| Aqr Capital Management Llc | 0.00% | 63,603 | $4,570,488 | $4,582,596 | +$12,108 | +0.26% | |
| Numerai Gp Llc | 0.32% | 55,003 | $3,952,516 | $3,962,966 | +$10,450 | +0.26% | |
| Royce & Associates Lp | 0.03% | 54,973 | $3,950,360 | $3,960,805 | +$10,445 | +0.26% | |
| Bnp Paribas Financial Markets | 0.00% | 52,416 | $3,766,614 | $3,776,573 | +$9,959 | +0.26% | |
| Ubs Group Ag | 0.00% | 47,336 | $3,401,565 | $3,410,559 | +$8,994 | +0.26% | |
| Pinnacle Holdings, Llc | 0.96% | 43,156 | $3,101,190 | $3,109,390 | +$8,200 | +0.26% | |
| Segall Bryant & Hamill, Llc | 0.04% | 42,189 | $3,031,702 | $3,039,717 | +$8,015 | +0.26% | |
| Nuveen, Llc | 0.00% | 39,512 | $2,839,332 | $2,846,840 | +$7,508 | +0.26% | |
| Hrt Financial Lp | 0.01% | 38,922 | $2,796,000 | $2,804,330 | +$8,330 | +0.30% | |
| Bank Of America Corp | 0.00% | 37,570 | $2,699,779 | $2,706,919 | +$7,140 | +0.26% | |
| Voleon Capital Management Lp | 0.05% | 37,464 | $2,692,163 | $2,699,281 | +$7,118 | +0.26% | |
| Russell Investments Group, Ltd. | 0.00% | 35,003 | $2,515,300 | $2,521,966 | +$6,666 | +0.27% | |
| Swiss National Bank | 0.00% | 33,300 | $2,392,938 | $2,399,265 | +$6,327 | +0.26% | |
| Xtx Topco Ltd | 0.03% | 32,737 | $2,352,481 | $2,358,701 | +$6,220 | +0.26% | |
| Kestra Advisory Services, Llc | 0.01% | 31,620 | $2,272,234 | $2,278,221 | +$5,987 | +0.26% | |
| Wells Fargo & Company/Mn | 0.00% | 27,658 | $1,987,505 | $1,992,759 | +$5,254 | +0.26% | |
| D. E. Shaw & Co., Inc. | 0.00% | 26,599 | $1,911,404 | $1,916,458 | +$5,054 | +0.26% | |
| Lsv Asset Management | 0.00% | 26,200 | $1,883,000 | $1,887,710 | +$4,710 | +0.25% | |
| Qube Research & Technologies Ltd | 0.00% | 26,047 | $1,871,737 | $1,876,686 | +$4,949 | +0.26% | |
| Moors & Cabot, Inc. | 0.07% | 24,858 | $1,786,296 | $1,791,019 | +$4,723 | +0.26% | |
| First Trust Advisors Lp | 0.00% | 24,768 | $1,779,828 | $1,784,534 | +$4,706 | +0.26% |
Frequently asked questions about BHRB
Who are the largest institutional holders of BHRB?
The largest institutional holders of BHRB reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, American Century Companies Inc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported BHRB position.
What is BHRB institutional ownership?
This page tracks BHRB positions reported by institutional investment managers through SEC Form 13F. BURKE & HERBERT FINANCIAL SE (BHRB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BHRB?
InsiderSet currently tracks 203 institutional managers reporting BHRB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BHRB shareholders.
How much BHRB stock do institutions own?
Institutional investment managers disclosed approximately $641.55M in BHRB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BHRB institutional ownership last updated?
The latest BHRB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BHRB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BHRB position after the reporting date.
Are institutions buying or selling BHRB?
Institutional buying and selling can be analyzed by comparing BHRB positions across consecutive 13F reporting periods. InsiderSet's BHRB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BHRB ownership changes.
How has BHRB institutional ownership changed over time?
InsiderSet tracks BHRB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.