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 | 973k | $60M | -2% | Sep 2025 |
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| Vanguard Group | 765k | $47M | 0% | Sep 2025 |
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| State Street Corporation | 384k | $24M | 11% | Sep 2025 |
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| Geode Capital Management | 374k | $23M | 11% | Sep 2025 |
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| Dimensional Fund Advisors | 282k | $17M | 0% | Sep 2025 |
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| Hutchinson Capital Management | 258k | $16M | 0% | Sep 2025 |
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| Burke & Herbert Bank & Trust | 257k | $16M | -1% | Sep 2025 |
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| American Century Companies | 202k | $12M | 64% | Sep 2025 |
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| Fourthstone | 138k | $8.5M | 21% | Sep 2025 |
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| Northern Trust | 123k | $7.6M | 0% | Sep 2025 |
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| Charles Schwab Investment Management | 111k | $6.9M | 1% | Sep 2025 |
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| Hotchkis and Wiley Capital Management | 105k | $6.5M | -6% | Sep 2025 |
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| Endeavour Capital Advisors | 103k | $6.3M | 66% | Sep 2025 |
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| Goldman Sachs Group | 98k | $6.0M | 36% | Sep 2025 |
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| Royce & Associates | 76k | $4.7M | -7% | Sep 2025 |
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| Bank of New York Mellon | 70k | $4.3M | 2% | Sep 2025 |
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| Verdence Capital Advisors | 68k | $4.2M | -6% | Sep 2025 |
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| AQR Capital Management | 65k | $4.0M | 305% | Sep 2025 |
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| Jpmorgan Chase & Co | 55k | $3.4M | 47% | Sep 2025 |
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| Morgan Stanley | 50k | $3.0M | 100% | Jun 2025 |
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| EJF Capital | 50k | $3.1M | 1% | Sep 2025 |
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| Marshall Wace | 49k | $3.0M | -46% | Sep 2025 |
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| Pinnacle Holdings | 43k | $2.7M | 0% | Sep 2025 |
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| LSV Asset Management | 41k | $2.5M | 152% | Sep 2025 |
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| UBS Group | 40k | $2.4M | 35% | Sep 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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| Russell Investments | 27k | $1.7M | 4% | Sep 2025 |
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| D. E. Shaw & Co | 27k | $1.6M | -27% | Sep 2025 |
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| Swiss National Bank | 26k | $1.6M | 0% | Sep 2025 |
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| Moors & Cabot | 26k | $1.6M | -1% | Sep 2025 |
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| Wells Fargo & Company | 26k | $1.6M | 6% | Sep 2025 |
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| Barclays | 25k | $1.5M | -28% | Sep 2025 |
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| Bridgeway Capital Management | 24k | $1.5M | 100% | Sep 2025 |
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| Mercer Global Advisors | 22k | $1.4M | 100% | Sep 2025 |
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| Fifth Third Bancorp | 22k | $1.3M | 0% | Sep 2025 |
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| Nuveen | 21k | $1.3M | -13% | Sep 2025 |
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| Empowered Funds | 21k | $1.3M | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 18k | $1.1M | 6% | Sep 2025 |
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| Brookstone Capital Management | 18k | $1.1M | 100% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 18k | $1.1M | 30% | Sep 2025 |
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| Rhumbline Advisers | 18k | $1.1M | -1% | Sep 2025 |
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| Ubs Global Asset Management Americas | 17k | $1.0M | -55% | Sep 2025 |
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| Kennedy Capital Management | 15k | $936k | 0% | Sep 2025 |
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| Franklin Resources | 15k | $923k | 0% | Sep 2025 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 15k | $907k | 0% | Sep 2025 |
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| Invesco | 15k | $899k | 20% | Sep 2025 |
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| Teacher Retirement System Of Texas | 14k | $835k | 100% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 14k | $813k | 105% | Sep 2025 |
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| Legal & General Group | 13k | $826k | 0% | Sep 2025 |
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| Thrivent Financial for Lutherans | 13k | $825k | -45% | Sep 2025 |
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| Baird Financial | 13k | $795k | 1% | Sep 2025 |
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| Ameriprise Financial | 13k | $790k | -33% | Sep 2025 |
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| California State Teachers Retirement System | 13k | $785k | 0% | Sep 2025 |
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| Jane Street | 11k | $700k | 17% | Sep 2025 |
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| Trexquant Investment | 11k | $691k | 21% | Sep 2025 |
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| Deutsche Bank Aktiengesellschaft | 11k | $667k | 20% | Sep 2025 |
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| Rafferty Asset Management | 11k | $661k | 88% | Sep 2025 |
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| HoldCo Asset Management | 11k | $647k | 0% | Sep 2025 |
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| Two Sigma Advisers | 10k | $624k | 110% | Sep 2025 |
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| Philadelphia Trust Company | 9.9k | $608k | 0% | Sep 2025 |
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| Voleon Capital Management | 9.7k | $595k | 39% | Sep 2025 |
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| Union Bankshares | 9.4k | $579k | -5% | Sep 2025 |
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| Empower Advisory Group | 9.2k | $570k | 0% | Sep 2025 |
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| Passive Capital Management | 8.7k | $538k | 0% | Sep 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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| First Trust Advisors | 8.3k | $510k | -14% | Sep 2025 |
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| Point72 Asset Management | 8.1k | $503k | 96% | Sep 2025 |
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| SG Americas Securities | 8.1k | $500k | 178% | Sep 2025 |
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| MetLife Investment Advisors | 8.0k | $494k | 0% | Sep 2025 |
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| Mariner Wealth Advisors | 7.5k | $463k | 25% | Sep 2025 |
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| ALPS Advisors | 7.4k | $457k | 100% | Sep 2025 |
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| Modera Wealth Management | 7.2k | $444k | 16% | Sep 2025 |
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| Ieq Capital | 6.9k | $424k | 100% | Sep 2025 |
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| Pathstone Holdings | 6.7k | $412k | 1% | Sep 2025 |
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| Colony | 6.4k | $385k | 22% | Sep 2025 |
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| Davenport & Co | 6.4k | $392k | 100% | Sep 2025 |
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| Mirae Asset Global Etfs Holdings | 6.3k | $391k | -14% | Sep 2025 |
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| Intech Investment Management | 6.3k | $391k | -6% | Sep 2025 |
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| TCTC Holdings | 6.3k | $389k | 0% | Sep 2025 |
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| Y-Intercept | 6.3k | $386k | 100% | Sep 2025 |
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| Susquehanna Portfolio Strategies | 6.2k | $385k | 100% | Sep 2025 |
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| Henderson Group | 6.2k | $381k | 100% | Sep 2025 |
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| Beacon Pointe Advisors | 5.8k | $355k | 100% | Sep 2025 |
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| Jentner | 5.7k | $342k | 1% | Jun 2025 |
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| Verition Fund Management | 5.4k | $335k | 37% | Sep 2025 |
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| Royal Bank of Canada | 5.1k | $271k | -4% | Sep 2025 |
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| NTV Asset Management | 5.0k | $308k | -5% | Sep 2025 |
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| Stifel Financial | 4.8k | $293k | 0% | Sep 2025 |
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| Manufacturers Life Insurance Company | 4.6k | $282k | -7% | Sep 2025 |
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| New York State Common Retirement Fund | 4.5k | $279k | 0% | Sep 2025 |
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| Sontag Advisory | 4.5k | $278k | 1% | Sep 2025 |
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| Advisor Group Holdings | 4.5k | $277k | 1% | Sep 2025 |
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| CWM | 4.4k | $270k | 420% | Sep 2025 |
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| Cassaday & Co Wealth Management | 4.3k | $267k | 0% | Sep 2025 |
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| Quantinno Capital Management | 4.1k | $256k | 100% | Sep 2025 |
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| Folger Nolan Fleming Douglas | 4.0k | $249k | 0% | Sep 2025 |
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| Arizona State Retirement System | 4.0k | $246k | 2% | Sep 2025 |
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| Police & Firemen's Retirement System of New Jersey | 3.7k | $230k | 100% | Sep 2025 |
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| Jump Financial | 3.7k | $229k | 100% | Sep 2025 |
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| Quest Partners | 3.6k | $222k | -48% | Sep 2025 |
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| Cito Capital Group | 3.5k | $218k | 0% | Sep 2025 |
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| Lowe, Brockenbrough & Company | 3.5k | $216k | 0% | Sep 2025 |
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| Susquehanna Fundamental Investments | 3.5k | $213k | -22% | Sep 2025 |
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| Sei Investments | 3.4k | $211k | 0% | Sep 2025 |
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| Cubist Systematic Strategies | 3.1k | $192k | -78% | Sep 2025 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 2.6k | $160k | 100% | Sep 2025 |
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| Klp Kapitalforvaltning As | 2.5k | $154k | 0% | Sep 2025 |
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| Quantbot Technologies | 2.4k | $148k | -39% | Sep 2025 |
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| First United Bank & Trust | 2.3k | $140k | 96% | Sep 2025 |
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| Pnc Financial Services | 2.2k | $136k | 0% | Sep 2025 |
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| Aquatic Capital Management | 1.9k | $117k | 100% | Sep 2025 |
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| SRS Capital Advisors | 1.6k | $97k | 100% | Sep 2025 |
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| Summit Investment Advisors | 1.1k | $70k | -18% | Sep 2025 |
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| Fortitude Family Office | 935.00 | $58k | 0% | Sep 2025 |
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| Sterling Capital Management | 932.00 | $58k | 157% | Sep 2025 |
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| Alaska Retirement Management Board | 606.00 | $37k | 100% | Sep 2025 |
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| Mot | 585.00 | $36k | 0% | Sep 2025 |
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| HHM Wealth Advisors | 560.00 | $35k | 0% | Sep 2025 |
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| Amalgamated Bank | 469.00 | $29k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 400.00 | $25k | 0% | Sep 2025 |
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| Tower Research Capital | 390.00 | $24k | -89% | Sep 2025 |
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| EverSource Wealth Advisors | 343.00 | $21k | 14% | Sep 2025 |
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| City Holding | 302.00 | $19k | 0% | Sep 2025 |
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| Brown, Lisle/cummings | 150.00 | $9.3k | 0% | Sep 2025 |
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| Versant Capital Management | 138.00 | $8.5k | 100% | Sep 2025 |
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| Goss Wealth Management | 131.00 | $8.1k | -22% | Sep 2025 |
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| GAMMA Investing | 94.00 | $5.8k | 42% | Sep 2025 |
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| Optiver Holding B.V. | 84.00 | $5.2k | 100% | Sep 2025 |
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| Hanson McClain Advisors | 82.00 | $5.1k | 2633% | Sep 2025 |
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| IFP Advisors | 80.00 | $4.9k | 18% | Sep 2025 |
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| Hartland & Co | 57.00 | $3.5k | 73% | Sep 2025 |
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| Covestor | 34.00 | $2.0k | 31% | Sep 2025 |
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| Rothschild Investment | 30.00 | $1.9k | 200% | Sep 2025 |
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| Signature | 29.00 | $1.8k | 0% | Sep 2025 |
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| True Wealth Design | 28.00 | $1.7k | 155% | Sep 2025 |
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| NISA Investment Advisors | 14.00 | $864.000200 | 17% | Sep 2025 |
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| Jones Financial Companies, L.L | 12.00 | $752.000400 | -52% | Sep 2025 |
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| Quarry | 8.00 | $494.000000 | 100% | Sep 2025 |
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| Sunbelt Securities | 3.00 | $185.000100 | 100% | Sep 2025 |
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| Larson Financial Group | 2.00 | $123.000000 | 100% | Sep 2025 |
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| SBI Securities | 2.00 | $123.000000 | 100% | Sep 2025 |
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| Smartleaf Asset Management | 1.00 | $61.000000 | 100% | Sep 2025 |
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Who sold out of Burke & Herbert Financial Serv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AA Financial Advisors | Jun 2025 | 31k | $1.9M |
| Segall Bryant & Hamill | Jun 2025 | 27k | $1.6M |
| Susquehanna International | Jun 2025 | 19k | $1.1M |
| Millennium Management | Jun 2025 | 15k | $909k |
| Emerald Mutual Fund Advisers, Trust | Jun 2025 | 13k | $781k |
| Hussman Econometrics Advisors | Jun 2025 | 11k | $627k |
| Delphi Management | Jun 2025 | 5.2k | $310k |
| Hsbc Holdings | Jun 2025 | 4.5k | $271k |
| Ing Investment Management | Jun 2025 | 4.0k | $242k |
| Avenir Corporation | Jun 2025 | 3.5k | $206k |
| Raymond James Financial | Jun 2025 | 149.00 | $8.9k |
| Bnp Paribas Investment Partners | Jun 2025 | 86.00 | $5.0k |
| Us Bancorp | Jun 2025 | 3.00 | $179.000100 |
| Twin Peaks Wealth Advisors | Jun 2025 | 1.00 | $60.000000 |