Who owns BURKE & HERBERT FINANCIAL SERV?
- Ticker: BHRB
- CUSIP Number: 12135y108
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Analyze quarterly positions in Burke & Herbert Financial Serv with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Burke & Herbert Financial Serv stock
Who bought or sold BURKE & HERBERT FINANCIAL SERV this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 980k | $61M | 1% | Dec 2025 |
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| Vanguard Group | 780k | $49M | 2% | Dec 2025 |
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| Geode Capital Management | 371k | $23M | -1% | Dec 2025 |
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| State Street Corporation | 361k | $23M | -6% | Dec 2025 |
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| Dimensional Fund Advisors | 318k | $20M | 13% | Dec 2025 |
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| American Century Companies | 272k | $17M | 35% | Dec 2025 |
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| Hutchinson Capital Management | 258k | $16M | 0% | Dec 2025 |
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| Burke & Herbert Bank & Trust | 222k | $14M | -14% | Dec 2025 |
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| Goldman Sachs Group | 164k | $10M | 69% | Dec 2025 |
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| Endeavour Capital Advisors | 125k | $7.8M | 22% | Dec 2025 |
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| Northern Trust | 113k | $7.0M | -8% | Dec 2025 |
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| Charles Schwab Investment Management | 110k | $6.8M | -2% | Dec 2025 |
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| Hotchkis and Wiley Capital Management | 105k | $6.5M | -6% | Sep 2025 |
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| Bank of New York Mellon | 90k | $5.6M | 27% | Dec 2025 |
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| Fourthstone | 73k | $4.5M | -47% | Dec 2025 |
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| Verdence Capital Advisors | 67k | $4.2M | -2% | Dec 2025 |
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| AQR Capital Management | 65k | $4.0M | 305% | Sep 2025 |
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| Royce & Associates | 60k | $3.7M | -21% | Dec 2025 |
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| Jpmorgan Chase & Co | 55k | $3.4M | 100% | Sep 2025 |
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| Empowered Funds | 46k | $2.9M | 122% | Dec 2025 |
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| LSV Asset Management | 45k | $2.8M | 11% | Dec 2025 |
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| Pinnacle Holdings | 43k | $2.7M | 0% | Dec 2025 |
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| Alliancebernstein | 38k | $2.3M | 136% | Sep 2025 |
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| Two Sigma Investments | 36k | $2.2M | 48% | Sep 2025 |
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| UBS Group | 33k | $2.1M | -16% | Dec 2025 |
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| EJF Capital | 33k | $2.0M | -35% | Dec 2025 |
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| Marshall Wace | 32k | $2.0M | -33% | Dec 2025 |
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| Wells Fargo & Company | 30k | $1.9M | 17% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 29k | $1.8M | 60% | Dec 2025 |
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| Barclays | 28k | $1.8M | 14% | Dec 2025 |
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| Russell Investments | 27k | $1.7M | 0% | Dec 2025 |
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| D. E. Shaw & Co | 27k | $1.6M | -27% | Sep 2025 |
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| Swiss National Bank | 27k | $1.7M | 2% | Dec 2025 |
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| Moors & Cabot | 26k | $1.6M | 0% | Dec 2025 |
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| Bridgeway Capital Management | 24k | $1.5M | 100% | Sep 2025 |
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| Fifth Third Bancorp | 22k | $1.4M | 0% | Dec 2025 |
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| Mercer Global Advisors | 20k | $1.2M | -9% | Dec 2025 |
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| Nuveen | 20k | $1.2M | -4% | Dec 2025 |
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| Ubs Global Asset Management Americas | 18k | $1.1M | 9% | Dec 2025 |
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| Cambridge Investment Research Advisors | 18k | $1.1M | 0% | Dec 2025 |
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| Invesco | 16k | $1.0M | 12% | Dec 2025 |
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| Rhumbline Advisers | 16k | $984k | -11% | Dec 2025 |
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| Ameriprise Financial | 16k | $964k | 21% | Dec 2025 |
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| Franklin Resources | 15k | $933k | 0% | Dec 2025 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 15k | $918k | 0% | Dec 2025 |
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| Legal & General Group | 14k | $899k | 8% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 14k | $850k | 1% | Dec 2025 |
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| California State Teachers Retirement System | 13k | $831k | 5% | Dec 2025 |
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| Baird Financial | 13k | $803k | 0% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 12k | $728k | 8% | Dec 2025 |
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| Teacher Retirement System Of Texas | 11k | $696k | -17% | Dec 2025 |
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| HoldCo Asset Management | 11k | $653k | 0% | Dec 2025 |
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| Two Sigma Advisers | 10k | $624k | 110% | Sep 2025 |
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| Philadelphia Trust Company | 9.9k | $614k | 0% | Dec 2025 |
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| Voleon Capital Management | 9.7k | $595k | 39% | Sep 2025 |
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| Empower Advisory Group | 9.2k | $576k | 0% | Dec 2025 |
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| Brandywine Global Investment Management | 9.2k | $570k | 100% | Dec 2025 |
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| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9.0k | $563k | 100% | Dec 2025 |
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| Passive Capital Management | 8.7k | $543k | 0% | Dec 2025 |
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| FMR | 8.5k | $524k | 0% | Sep 2025 |
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| Citadel Advisors | 8.4k | $518k | 100% | Sep 2025 |
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| Union Bankshares | 8.3k | $517k | -12% | Dec 2025 |
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| Quantinno Capital Management | 8.3k | $517k | 100% | Dec 2025 |
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| Verition Fund Management | 8.0k | $500k | 48% | Dec 2025 |
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| MetLife Investment Advisors | 8.0k | $499k | 0% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 8.0k | $499k | 100% | Dec 2025 |
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| Ieq Capital | 7.9k | $492k | 15% | Dec 2025 |
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| ALPS Advisors | 7.5k | $466k | 1% | Dec 2025 |
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| Modera Wealth Management | 7.2k | $449k | 0% | Dec 2025 |
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| SG Americas Securities | 6.9k | $432k | -15% | Dec 2025 |
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| Pathstone Holdings | 6.6k | $413k | -1% | Dec 2025 |
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| Sterling Capital Management | 6.5k | $404k | 595% | Dec 2025 |
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| Colony | 6.4k | $399k | 0% | Dec 2025 |
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| Davenport & Co | 6.4k | $396k | 0% | Dec 2025 |
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| TCTC Holdings | 6.3k | $393k | 0% | Dec 2025 |
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| Mirae Asset Global Etfs Holdings | 6.2k | $388k | -2% | Dec 2025 |
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| Mariner Wealth Advisors | 6.2k | $387k | -17% | Dec 2025 |
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| Henderson Group | 6.2k | $381k | 100% | Sep 2025 |
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| First Trust Advisors | 5.9k | $370k | -28% | Dec 2025 |
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| Rafferty Asset Management | 5.9k | $369k | -45% | Dec 2025 |
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| Beacon Pointe Advisors | 5.8k | $362k | 1% | Dec 2025 |
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| Skopos Labs | 5.8k | $364k | 100% | Dec 2025 |
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| Intech Investment Management | 5.2k | $325k | -18% | Dec 2025 |
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| CWM | 5.1k | $320k | 17% | Dec 2025 |
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| Royal Bank of Canada | 5.1k | $271k | -4% | Sep 2025 |
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| NTV Asset Management | 5.0k | $311k | 0% | Dec 2025 |
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| Avenir Corporation | 5.0k | $310k | 100% | Dec 2025 |
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| Stifel Financial | 4.8k | $296k | 0% | Dec 2025 |
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| Susquehanna Portfolio Strategies | 4.7k | $292k | -25% | Dec 2025 |
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| Sontag Advisory | 4.5k | $283k | 1% | Dec 2025 |
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| New York State Common Retirement Fund | 4.5k | $282k | 0% | Dec 2025 |
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| Advisor Group Holdings | 4.5k | $279k | -1% | Dec 2025 |
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| Cassaday & Co Wealth Management | 4.3k | $269k | 0% | Dec 2025 |
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| Quest Partners | 4.3k | $265k | 18% | Dec 2025 |
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| Manufacturers Life Insurance Company | 4.1k | $256k | -10% | Dec 2025 |
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| Arizona State Retirement System | 3.8k | $236k | -5% | Dec 2025 |
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| Folger Nolan Fleming Douglas | 3.8k | $236k | -6% | Dec 2025 |
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| Y-Intercept | 3.8k | $236k | -40% | Dec 2025 |
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| Police & Firemen's Retirement System of New Jersey | 3.7k | $233k | 0% | Dec 2025 |
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| Cito Capital Group | 3.5k | $220k | 0% | Dec 2025 |
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| Lowe, Brockenbrough & Company | 3.5k | $218k | 0% | Dec 2025 |
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| Sei Investments | 3.4k | $213k | 0% | Dec 2025 |
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| Susquehanna Fundamental Investments | 3.3k | $203k | -6% | Dec 2025 |
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| Graves-Light Private Wealth Management | 3.2k | $201k | 100% | Dec 2025 |
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| Cubist Systematic Strategies | 3.1k | $192k | -78% | Sep 2025 |
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| Klp Kapitalforvaltning As | 2.9k | $181k | 16% | Dec 2025 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 2.6k | $162k | 0% | Dec 2025 |
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| First United Bank & Trust | 2.3k | $141k | 0% | Dec 2025 |
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| Pnc Financial Services | 2.2k | $137k | 0% | Dec 2025 |
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| Summit Investment Advisors | 1.1k | $70k | 0% | Dec 2025 |
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| Fortitude Family Office | 883.00 | $55k | -6% | Dec 2025 |
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| Alaska Retirement Management Board | 606.00 | $37k | 0% | Dec 2025 |
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| Mot | 585.00 | $37k | 0% | Dec 2025 |
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| HHM Wealth Advisors | 560.00 | $35k | 0% | Dec 2025 |
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| Kestra Advisory Services | 487.00 | $30k | 100% | Dec 2025 |
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| Amalgamated Bank | 425.00 | $26k | -9% | Dec 2025 |
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| Steward Partners Investment Advisory | 400.00 | $25k | 0% | Dec 2025 |
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| Tower Research Capital | 353.00 | $22k | -9% | Dec 2025 |
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| Aquatic Capital Management | 340.00 | $21k | -82% | Dec 2025 |
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| City Holding | 302.00 | $19k | 0% | Dec 2025 |
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| EverSource Wealth Advisors | 281.00 | $18k | -18% | Dec 2025 |
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| Smartleaf Asset Management | 199.00 | $12k | 19800% | Dec 2025 |
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| Goss Wealth Management | 170.00 | $11k | 30% | Dec 2025 |
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| Brown, Lisle/cummings | 150.00 | $9.3k | 0% | Dec 2025 |
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| Quantbot Technologies | 150.00 | $9.3k | -94% | Dec 2025 |
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| IFP Advisors | 132.00 | $8.2k | 65% | Dec 2025 |
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| Optiver Holding B.V. | 84.00 | $5.2k | 0% | Dec 2025 |
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| Thomas Stevens, CFA" | 64.00 | $3.8k | 100% | Dec 2025 |
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| Hanson McClain Advisors | 64.00 | $4.0k | -22% | Dec 2025 |
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| GAMMA Investing | 62.00 | $3.9k | -34% | Dec 2025 |
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| Quarry | 54.00 | $3.4k | 575% | Dec 2025 |
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| Farther Finance Advisors | 52.00 | $3.2k | 100% | Dec 2025 |
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| Rothschild Investment | 45.00 | $2.8k | 50% | Dec 2025 |
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| Covestor | 30.00 | $2.0k | -12% | Dec 2025 |
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| Signature | 29.00 | $1.8k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 29.00 | $1.8k | 100% | Dec 2025 |
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| True Wealth Design | 26.00 | $1.6k | -7% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 17.00 | $1.1k | 100% | Dec 2025 |
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| NISA Investment Advisors | 14.00 | $871.999800 | 0% | Dec 2025 |
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| Jones Financial Companies, L.L | 12.00 | $747.999600 | 0% | Dec 2025 |
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| MAI Wealth Advisors | 8.00 | $499.000000 | 100% | Dec 2025 |
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| Sunbelt Securities | 5.00 | $312.000000 | 67% | Dec 2025 |
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| Versant Capital Management | 4.00 | $249.000000 | -97% | Dec 2025 |
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| SRS Capital Advisors | 1.00 | $62.000000 | -100% | Dec 2025 |
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| SBI Securities | 1.00 | $62.000000 | -50% | Dec 2025 |
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Who sold out of Burke & Herbert Financial Serv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Brookstone Capital Management | Sep 2025 | 18k | $1.1M |
| Millennium Management | Jun 2025 | 15k | $909k |
| Kennedy Capital Management | Sep 2025 | 15k | $936k |
| Thrivent Financial for Lutherans | Sep 2025 | 13k | $825k |
| Jane Street | Sep 2025 | 11k | $700k |
| Trexquant Investment | Sep 2025 | 11k | $691k |
| Point72 Asset Management | Sep 2025 | 8.1k | $503k |
| Hsbc Holdings | Jun 2025 | 4.5k | $271k |
| Jump Financial | Sep 2025 | 3.7k | $229k |
| Hartland & Co | Sep 2025 | 57.00 | $3.5k |
| Larson Financial Group | Sep 2025 | 2.00 | $123.000000 |