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 | 983k | $61M | 0% | Mar 2026 |
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| Vanguard Group | 780k | $49M | 2% | Dec 2025 |
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| Vanguard Capital Management | 562k | $35M | 100% | Mar 2026 |
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| Geode Capital Management | 380k | $24M | 2% | Mar 2026 |
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| Dimensional Fund Advisors | 368k | $23M | 16% | Mar 2026 |
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| State Street Corporation | 361k | $23M | -6% | Dec 2025 |
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| Endeavour Capital Advisors | 305k | $19M | 144% | Mar 2026 |
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| American Century Companies | 272k | $17M | 35% | Dec 2025 |
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| Hutchinson Capital Management | 258k | $16M | 0% | Mar 2026 |
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| Fourthstone | 246k | $15M | 239% | Mar 2026 |
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| Burke & Herbert Bank & Trust | 222k | $14M | 0% | Mar 2026 |
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| Evermay Wealth Management | 186k | $12M | 100% | Mar 2026 |
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| Goldman Sachs Group | 183k | $11M | 11% | Mar 2026 |
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| Vanguard Portfolio Management | 134k | $8.3M | 100% | Mar 2026 |
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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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| Morgan Stanley | 103k | $6.4M | 6% | Mar 2026 |
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| Hotchkis and Wiley Capital Management | 102k | $6.3M | -4% | Mar 2026 |
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| Bank of New York Mellon | 88k | $5.5M | -2% | Mar 2026 |
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| Vanguard Fiduciary Trust | 86k | $5.3M | 100% | Mar 2026 |
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| Bridgeway Capital Management | 82k | $5.1M | 235% | Dec 2025 |
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| Verdence Capital Advisors | 79k | $4.9M | 18% | Mar 2026 |
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| Royce & Associates | 59k | $3.7M | -1% | Mar 2026 |
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| AQR Capital Management | 57k | $3.6M | -23% | Mar 2026 |
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| Two Sigma Investments | 47k | $2.9M | 48% | Mar 2026 |
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| Empowered Funds | 46k | $2.9M | 122% | Dec 2025 |
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| Alliancebernstein | 45k | $2.8M | 1% | Mar 2026 |
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| LSV Asset Management | 45k | $2.8M | 0% | Mar 2026 |
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| UBS Group | 44k | $2.8M | 33% | Mar 2026 |
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| Pinnacle Holdings | 43k | $2.7M | 0% | Mar 2026 |
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| Mercer Global Advisors | 40k | $2.5M | 102% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 38k | $2.4M | 35% | Mar 2026 |
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| Marshall Wace | 32k | $2.0M | -33% | Dec 2025 |
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| Bank of America Corporation | 32k | $2.0M | 100% | Mar 2026 |
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| Barclays | 28k | $1.8M | 14% | Dec 2025 |
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| Russell Investments | 27k | $1.7M | 0% | Mar 2026 |
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| Swiss National Bank | 27k | $1.7M | 0% | Mar 2026 |
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| Moors & Cabot | 26k | $1.6M | 0% | Mar 2026 |
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| Franklin Resources | 24k | $1.5M | 58% | Mar 2026 |
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| Fifth Third Bancorp | 22k | $1.4M | 0% | Mar 2026 |
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| Nuveen | 22k | $1.3M | 9% | Mar 2026 |
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| Jane Street | 21k | $1.3M | 100% | Mar 2026 |
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| Wells Fargo & Company | 20k | $1.2M | -34% | Mar 2026 |
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| D. E. Shaw & Co | 19k | $1.2M | -2% | Mar 2026 |
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| Ubs Global Asset Management Americas | 18k | $1.1M | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 18k | $1.1M | 2% | Mar 2026 |
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| Invesco | 17k | $1.1M | 5% | Mar 2026 |
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| Principal Financial Group | 17k | $1.0M | 100% | Mar 2026 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 15k | $918k | 0% | Mar 2026 |
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| Rhumbline Advisers | 15k | $915k | -7% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 13k | $828k | 14% | Mar 2026 |
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| California State Teachers Retirement System | 13k | $824k | -1% | Mar 2026 |
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| Baird Financial | 13k | $803k | 0% | Dec 2025 |
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| Man Group | 12k | $725k | 100% | Mar 2026 |
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| Legal & General Group | 12k | $723k | -20% | Mar 2026 |
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| Voleon Capital Management | 11k | $693k | -9% | Mar 2026 |
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| Ameriprise Financial | 11k | $680k | -29% | Mar 2026 |
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| FMR | 11k | $672k | 27% | Dec 2025 |
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| HoldCo Asset Management | 11k | $653k | 0% | Mar 2026 |
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| Citigroup | 10k | $623k | 100% | Mar 2026 |
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| First Trust Advisors | 9.9k | $617k | 67% | Mar 2026 |
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| Philadelphia Trust Company | 9.9k | $614k | 0% | Mar 2026 |
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| Vanguard Asset Management | 9.5k | $594k | 100% | Mar 2026 |
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| Quantinno Capital Management | 9.4k | $588k | 14% | Mar 2026 |
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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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| Citadel Advisors | 9.1k | $567k | 81% | Mar 2026 |
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| Sei Investments | 8.4k | $521k | 144% | Mar 2026 |
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| Millennium Management | 8.4k | $521k | 15% | Mar 2026 |
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| Davenport & Co | 8.2k | $511k | 29% | Mar 2026 |
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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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| ALPS Advisors | 8.0k | $498k | 7% | Mar 2026 |
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| Ieq Capital | 7.9k | $492k | 15% | Dec 2025 |
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| Folger Nolan Fleming Douglas | 7.6k | $473k | 100% | Mar 2026 |
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| Union Bankshares | 7.4k | $460k | -11% | Mar 2026 |
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| Modera Wealth Management | 7.2k | $449k | 0% | Mar 2026 |
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| Hsbc Holdings | 6.8k | $423k | -32% | Mar 2026 |
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| Pathstone Holdings | 6.6k | $413k | 0% | Mar 2026 |
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| LPL Financial | 6.6k | $409k | 100% | Mar 2026 |
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| Colony | 6.4k | $399k | 0% | Dec 2025 |
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| Mirae Asset Global Etfs Holdings | 6.3k | $394k | 1% | Mar 2026 |
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| TCTC Holdings | 6.3k | $393k | 0% | Mar 2026 |
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| Henderson Group | 6.2k | $386k | 0% | Mar 2026 |
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| Mirabella Financial Services | 6.1k | $381k | 100% | Mar 2026 |
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| Prudential Financial | 6.0k | $375k | 100% | Mar 2026 |
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| Y-Intercept | 6.0k | $375k | 59% | Mar 2026 |
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| Vanguard Global Advisers | 5.9k | $370k | 100% | Mar 2026 |
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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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| Salzhauer Michael | 5.8k | $360k | 100% | Mar 2026 |
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| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5.7k | $354k | -37% | Mar 2026 |
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| Pacific Ridge Capital Partners | 5.7k | $352k | 100% | Mar 2026 |
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| CWM | 5.1k | $320k | 17% | Dec 2025 |
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| Sontag Advisory | 4.8k | $296k | 5% | Mar 2026 |
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| Stifel Financial | 4.8k | $296k | 0% | Mar 2026 |
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| Vanguard Investments Australia | 4.7k | $294k | 100% | Mar 2026 |
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| Royal Bank of Canada | 4.7k | $294k | -7% | Mar 2026 |
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| Susquehanna Portfolio Strategies | 4.7k | $292k | -25% | Dec 2025 |
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| New York State Common Retirement Fund | 4.5k | $282k | 0% | Mar 2026 |
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| Zurcher Kantonalbank | 4.5k | $282k | 100% | Mar 2026 |
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| NTV Asset Management | 4.5k | $280k | -10% | Mar 2026 |
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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% | Mar 2026 |
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| Sterling Capital Management | 4.1k | $253k | -37% | Mar 2026 |
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| Avenir Corporation | 4.0k | $249k | -20% | Mar 2026 |
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| Police & Firemen's Retirement System of New Jersey | 3.7k | $233k | 0% | Mar 2026 |
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| Manufacturers Life Insurance Company | 3.7k | $233k | -9% | Mar 2026 |
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| Arizona State Retirement System | 3.7k | $232k | -2% | Mar 2026 |
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| Mariner Wealth Advisors | 3.6k | $221k | -43% | Mar 2026 |
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| Cito Capital Group | 3.5k | $220k | 0% | Dec 2025 |
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| Lowe, Brockenbrough & Company | 3.5k | $218k | 0% | Mar 2026 |
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| Quantbot Technologies | 3.5k | $218k | 2231% | Mar 2026 |
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| SG Americas Securities | 3.5k | $216k | -50% | Mar 2026 |
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| Intech Investment Management | 3.3k | $208k | -36% | Mar 2026 |
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| Susquehanna Fundamental Investments | 3.3k | $203k | -6% | Dec 2025 |
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| Graves-Light Private Wealth Management | 3.2k | $200k | 0% | Mar 2026 |
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| Klp Kapitalforvaltning As | 2.9k | $181k | 0% | Mar 2026 |
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| Aquatic Capital Management | 2.3k | $141k | 567% | Mar 2026 |
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| First United Bank & Trust | 2.3k | $141k | 0% | Mar 2026 |
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| Pnc Financial Services | 2.2k | $137k | 0% | Mar 2026 |
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| OTR - Nominee Name for The State Teachers Retirement Board of Ohio | 1.4k | $87k | -46% | Mar 2026 |
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| Summit Investment Advisors | 1.1k | $70k | 0% | Mar 2026 |
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| Fortitude Family Office | 883.00 | $55k | 0% | Mar 2026 |
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| Alaska Retirement Management Board | 606.00 | $37k | 0% | Mar 2026 |
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| Thomas Stevens, CFA" | 591.00 | $37k | 823% | Mar 2026 |
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| Mot | 585.00 | $36k | 0% | Mar 2026 |
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| HHM Wealth Advisors | 560.00 | $35k | 0% | Mar 2026 |
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| Steward Partners Investment Advisory | 400.00 | $25k | 0% | Mar 2026 |
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| Tower Research Capital | 353.00 | $22k | -9% | Dec 2025 |
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| City Holding | 302.00 | $19k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 207.00 | $13k | -26% | Mar 2026 |
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| Smartleaf Asset Management | 189.00 | $12k | -5% | Mar 2026 |
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| True Link Financial Advisors | 185.00 | $12k | 100% | Mar 2026 |
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| Brown, Lisle/cummings | 150.00 | $9.3k | 0% | Mar 2026 |
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| Essential Partners | 145.00 | $9.0k | -54% | Mar 2026 |
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| IFP Advisors | 119.00 | $7.4k | -10% | Mar 2026 |
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| GAMMA Investing | 66.00 | $4.1k | 6% | Mar 2026 |
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| Hanson McClain Advisors | 64.00 | $4.0k | -22% | Dec 2025 |
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| Optiver Holding B.V. | 56.00 | $3.5k | -33% | Mar 2026 |
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| Quarry | 54.00 | $3.4k | 575% | Dec 2025 |
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| Versant Capital Management | 50.00 | $3.1k | 1150% | Mar 2026 |
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| SBI Securities | 42.00 | $2.6k | 4100% | Mar 2026 |
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| Rothschild Investment | 39.00 | $2.4k | -13% | Mar 2026 |
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| Parallel Advisors | 31.00 | $1.9k | 100% | Mar 2026 |
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| Signature | 29.00 | $1.8k | 0% | Mar 2026 |
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| True Wealth Design | 24.00 | $1.5k | -8% | Mar 2026 |
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| Root Financial Partners | 19.00 | $1.2k | 100% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 17.00 | $1.1k | 0% | Mar 2026 |
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| Covestor | 16.00 | $1.0k | -47% | Mar 2026 |
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| Farther Finance Advisors | 2.00 | $125.000000 | -96% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.00 | $62.000000 | -97% | Mar 2026 |
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Who sold out of Burke & Herbert Financial Serv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 55k | $3.4M |
| EJF Capital | Dec 2025 | 33k | $2.0M |
| Wealth Enhancement Advisory Services | Dec 2025 | 14k | $850k |
| Teacher Retirement System Of Texas | Dec 2025 | 11k | $696k |
| Passive Capital Management | Dec 2025 | 8.7k | $543k |
| Skopos Labs | Dec 2025 | 5.8k | $364k |
| Two Sigma Advisers | Dec 2025 | 5.5k | $344k |
| Quest Partners | Dec 2025 | 4.3k | $265k |
| Jump Financial | Sep 2025 | 3.7k | $229k |
| Kestra Advisory Services | Dec 2025 | 487.00 | $30k |
| Amalgamated Bank | Dec 2025 | 425.00 | $26k |
| Goss Wealth Management | Dec 2025 | 170.00 | $11k |