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 | 1.2M | $88M | 24% | Jun 2026 |
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| Vanguard Capital Management | 750k | $54M | 33% | Jun 2026 |
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| American Century Companies | 489k | $35M | 43% | Jun 2026 |
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| Geode Capital Management | 462k | $33M | 22% | Jun 2026 |
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| Endeavour Capital Advisors | 459k | $33M | 50% | Jun 2026 |
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| Dimensional Fund Advisors | 452k | $33M | 23% | Jun 2026 |
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| State Street Corporation | 404k | $25M | 12% | Mar 2026 |
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| Alliancebernstein | 325k | $20M | 616% | Jun 2026 |
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| Hutchinson Capital Management | 259k | $19M | 0% | Jun 2026 |
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| Burke & Herbert Bank & Trust | 218k | $16M | -2% | Jun 2026 |
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| Goldman Sachs Group | 173k | $12M | -6% | Jun 2026 |
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| Northern Trust | 151k | $11M | 27% | Jun 2026 |
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| Vanguard Portfolio Management | 147k | $11M | 9% | Jun 2026 |
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| Charles Schwab Investment Management | 138k | $9.9M | 26% | Jun 2026 |
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| Sixth Street Partners Management Company | 138k | $9.9M | 100% | Jun 2026 |
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| Citadel Advisors | 125k | $9.0M | 1275% | Jun 2026 |
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| Bridgeway Capital Management | 116k | $8.3M | 13% | Jun 2026 |
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| Vanguard Fiduciary Trust | 111k | $8.0M | 30% | Jun 2026 |
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| Bank of New York Mellon | 105k | $7.6M | 19% | Jun 2026 |
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| Hotchkis and Wiley Capital Management | 104k | $7.5M | 3% | Jun 2026 |
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| Morgan Stanley | 103k | $6.4M | 6% | Mar 2026 |
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| Two Sigma Investments | 97k | $6.9M | 104% | Jun 2026 |
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| Jpmorgan Chase & Co | 84k | $6.1M | 100% | Jun 2026 |
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| Fourthstone | 84k | $6.1M | -66% | Jun 2026 |
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| CSM Advisors | 83k | $5.9M | 100% | Jun 2026 |
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| Banc Funds Company | 82k | $5.9M | 100% | Jun 2026 |
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| Verdence Capital Advisors | 79k | $5.7M | 0% | Jun 2026 |
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| Empowered Funds | 72k | $5.1M | 6% | Jun 2026 |
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| Jupiter Asset Management | 64k | $4.6M | 100% | Jun 2026 |
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| Stieven Capital Advisors | 64k | $4.6M | 100% | Jun 2026 |
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| AQR Capital Management | 64k | $4.6M | 11% | Jun 2026 |
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| Numerai GP | 55k | $4.0M | 100% | Jun 2026 |
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| Royce & Associates | 55k | $4.0M | -7% | Jun 2026 |
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| Bnp Paribas Arbitrage, Snc | 52k | $3.8M | 37% | Jun 2026 |
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| UBS Group | 47k | $3.4M | 7% | Jun 2026 |
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| Pinnacle Holdings | 43k | $3.1M | 0% | Jun 2026 |
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| Segall Bryant & Hamill | 42k | $3.0M | 100% | Jun 2026 |
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| Nuveen | 40k | $2.8M | 83% | Jun 2026 |
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| Hrt Financial | 39k | $2.8M | 100% | Jun 2026 |
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| Bank of America Corporation | 38k | $2.7M | 17% | Jun 2026 |
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| Voleon Capital Management | 38k | $2.7M | 237% | Jun 2026 |
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| Russell Investments | 35k | $2.5M | 29% | Jun 2026 |
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| Swiss National Bank | 33k | $2.4M | 25% | Jun 2026 |
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| XTX Topco | 33k | $2.4M | 157% | Jun 2026 |
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| Kestra Advisory Services | 32k | $2.3M | 100% | Jun 2026 |
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| Wells Fargo & Company | 28k | $2.0M | 40% | Jun 2026 |
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| D. E. Shaw & Co | 27k | $1.9M | 43% | Jun 2026 |
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| LSV Asset Management | 26k | $1.9M | -42% | Jun 2026 |
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| Qube Research & Technologies | 26k | $1.9M | 100% | Jun 2026 |
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| Moors & Cabot | 25k | $1.8M | -4% | Jun 2026 |
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| First Trust Advisors | 25k | $1.8M | 150% | Jun 2026 |
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| Millennium Management | 25k | $1.8M | 194% | Jun 2026 |
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| Franklin Resources | 24k | $1.7M | 3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 22k | $1.6M | 22% | Jun 2026 |
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| Fifth Third Bancorp | 22k | $1.6M | 0% | Jun 2026 |
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| Barclays | 21k | $1.5M | 35% | Jun 2026 |
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| Renaissance Technologies | 21k | $1.5M | 100% | Jun 2026 |
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| John W. Rosenthal Capital Management | 21k | $1.5M | 100% | Jun 2026 |
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| Rhumbline Advisers | 21k | $1.5M | 40% | Jun 2026 |
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| Salzhauer Michael | 20k | $1.5M | 250% | Jun 2026 |
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| Quantinno Capital Management | 20k | $1.4M | 114% | Jun 2026 |
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| California State Teachers Retirement System | 20k | $1.4M | 49% | Jun 2026 |
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| Invesco | 20k | $1.4M | 14% | Jun 2026 |
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| Mercer Global Advisors | 18k | $1.3M | -55% | Jun 2026 |
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| T. Rowe Price Associates | 18k | $1.1M | 22% | Mar 2026 |
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| Ubs Global Asset Management Americas | 18k | $1.3M | -2% | Jun 2026 |
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| Quadrature Capital | 18k | $1.3M | 139% | Jun 2026 |
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| Principal Financial Group | 18k | $1.3M | 7% | Jun 2026 |
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| Legal & General Group | 16k | $1.2M | 38% | Jun 2026 |
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| Enhancing Capital | 16k | $1.1M | 100% | Jun 2026 |
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| Deutsche Bank Aktiengesellschaft | 16k | $1.1M | 16% | Jun 2026 |
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| Universal- Beteiligungs- und Servicegesellschaft mbH | 15k | $1.1M | 2% | Jun 2026 |
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| Natixis Asset Management Advisors | 15k | $1.1M | 100% | Jun 2026 |
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| Raymond James Financial | 15k | $1.1M | 18% | Jun 2026 |
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| Sontag Advisory | 14k | $981k | 187% | Jun 2026 |
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| Balyasny Asset Management | 14k | $976k | 100% | Jun 2026 |
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| Wealth Management Associates | 13k | $961k | 100% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 13k | $949k | 100% | Jun 2026 |
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| Vanguard Asset Management | 13k | $946k | 38% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 12k | $874k | 100% | Jun 2026 |
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| Baird Financial | 12k | $871k | -6% | Jun 2026 |
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| Davenport & Co | 12k | $862k | 46% | Jun 2026 |
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| Mangrove Partners | 11k | $793k | 199% | Jun 2026 |
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| Select Asset Management & Trust | 11k | $778k | 100% | Jun 2026 |
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| Ameriprise Financial | 11k | $771k | -2% | Jun 2026 |
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| HoldCo Asset Management | 11k | $753k | 0% | Jun 2026 |
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| Rafferty Asset Management | 10k | $735k | 20% | Jun 2026 |
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| Citigroup | 10k | $623k | 100% | Mar 2026 |
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| Advisor Group Holdings | 10k | $717k | 156% | Jun 2026 |
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| Philadelphia Trust Company | 9.9k | $708k | 0% | Jun 2026 |
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| MetLife Investment Advisors | 9.5k | $682k | 23% | Jun 2026 |
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| Pacific Ridge Capital Partners | 9.2k | $661k | 63% | Jun 2026 |
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| SG Americas Securities | 8.9k | $640k | 157% | Jun 2026 |
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| Passive Capital Management | 8.7k | $543k | 100% | Jun 2026 |
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| Voloridge Investment Management | 8.7k | $626k | 100% | Jun 2026 |
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| J.w. Cole Advisors | 8.5k | $610k | 100% | Jun 2026 |
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| Union Bankshares | 8.5k | $608k | 15% | Jun 2026 |
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| LPL Financial | 8.4k | $601k | 27% | Jun 2026 |
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| Summit Trail Advisors | 8.3k | $594k | 100% | Jun 2026 |
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| Modera Wealth Management | 8.2k | $589k | 14% | Jun 2026 |
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| Schonfeld Strategic Advisors | 8.1k | $584k | 100% | Jun 2026 |
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| ALPS Advisors | 8.1k | $581k | 1% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 8.0k | $575k | 0% | Jun 2026 |
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| ExodusPoint Capital Management | 7.9k | $569k | 100% | Jun 2026 |
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| Jain Global | 7.7k | $555k | 100% | Jun 2026 |
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| LifeGuide Financial Advisors | 7.5k | $542k | 100% | Jun 2026 |
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| Vanguard Global Advisers | 7.5k | $538k | 26% | Jun 2026 |
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| Folger Nolan Fleming Douglas | 7.4k | $529k | -3% | Jun 2026 |
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| Mirae Asset Global Etfs Holdings | 7.1k | $512k | 13% | Jun 2026 |
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| Mariner Wealth Advisors | 7.1k | $508k | 99% | Jun 2026 |
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| Aigen Investment Management | 6.9k | $498k | 100% | Jun 2026 |
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| LS Investment Advisors | 6.9k | $493k | 100% | Jun 2026 |
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| Captrust Financial Advisors | 6.7k | $483k | 100% | Jun 2026 |
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| Pathstone Holdings | 6.6k | $476k | 0% | Jun 2026 |
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| New York State Common Retirement Fund | 6.5k | $464k | 43% | Jun 2026 |
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| Sei Investments | 6.4k | $462k | -23% | Jun 2026 |
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| TCTC Holdings | 6.3k | $453k | 0% | Jun 2026 |
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| Jupiter Topco | 6.2k | $446k | 100% | Jun 2026 |
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| Henderson Group | 6.2k | $386k | 100% | Mar 2026 |
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| Prudential Financial | 6.1k | $440k | 2% | Jun 2026 |
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| Royal Bank of Canada | 5.8k | $413k | 23% | Jun 2026 |
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| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 5.7k | $409k | 0% | Jun 2026 |
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| Sequoia Financial Advisors | 5.7k | $407k | 100% | Jun 2026 |
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| Creative Planning | 5.6k | $403k | 100% | Jun 2026 |
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| Colony | 5.3k | $381k | -13% | Jun 2026 |
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| Fidelity D & D Bancorp | 5.2k | $376k | 100% | Jun 2026 |
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| Freestone Grove Partners | 5.1k | $364k | 100% | Jun 2026 |
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| CI Private Wealth | 5.0k | $360k | 100% | Jun 2026 |
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| Brevan Howard Capital Management | 4.9k | $350k | 100% | Jun 2026 |
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| Sterling Capital Management | 4.8k | $347k | 19% | Jun 2026 |
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| Stifel Financial | 4.8k | $342k | 0% | Jun 2026 |
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| Vanguard Investments Australia | 4.7k | $339k | 0% | Jun 2026 |
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| O'shaughnessy Asset Management | 4.7k | $335k | 100% | Jun 2026 |
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| Arizona State Retirement System | 4.6k | $329k | 23% | Jun 2026 |
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| Aquatic Capital Management | 4.6k | $327k | 101% | Jun 2026 |
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| Zurcher Kantonalbank | 4.5k | $325k | 0% | Jun 2026 |
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| Atom Investors | 4.4k | $318k | 100% | Jun 2026 |
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| Police & Firemen's Retirement System of New Jersey | 4.4k | $317k | 18% | Jun 2026 |
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| Branch Banking & Trust Company | 4.4k | $314k | 100% | Jun 2026 |
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| Comprehensive Portfolio Management | 4.3k | $311k | 100% | Jun 2026 |
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| Cassaday & Co Wealth Management | 4.3k | $310k | 0% | Jun 2026 |
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| Commonwealth Equity Services | 4.1k | $297k | 100% | Jun 2026 |
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| Cetera Investment Advisers | 4.1k | $295k | 100% | Jun 2026 |
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| Manufacturers Life Insurance Company | 4.1k | $291k | 9% | Jun 2026 |
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| Bernardo Wealth Planning | 3.9k | $277k | 100% | Jun 2026 |
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| Klp Kapitalforvaltning As | 3.8k | $273k | 31% | Jun 2026 |
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| CWM | 3.7k | $228k | -29% | Mar 2026 |
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| Cito Capital Group | 3.5k | $254k | 0% | Jun 2026 |
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| Lowe, Brockenbrough & Company | 3.5k | $252k | 0% | Jun 2026 |
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| Virtu Financial | 3.5k | $250k | 100% | Jun 2026 |
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| Quantbot Technologies | 175.00 | $13k | -95% | Jun 2026 |
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Who sold out of Burke & Herbert Financial Serv?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Evermay Wealth Management | Mar 2026 | 186k | $12M |
| Jane Street | Mar 2026 | 21k | $1.3M |
| Man Group | Mar 2026 | 12k | $725k |
| Empower Advisory Group | Mar 2026 | 9.2k | $576k |
| Susquehanna International | Mar 2026 | 8.5k | $529k |
| Hsbc Holdings | Mar 2026 | 6.8k | $423k |
| Mirabella Financial Services | Mar 2026 | 6.1k | $381k |
| Y-Intercept | Mar 2026 | 6.0k | $375k |
| Skopos Labs | Dec 2025 | 5.8k | $364k |
| Susquehanna Portfolio Strategies | Mar 2026 | 4.7k | $292k |
| NTV Asset Management | Mar 2026 | 4.5k | $280k |
| Avenir Corporation | Mar 2026 | 4.0k | $249k |