Who Holds Burke & Herbert Financial Services Corp. (BHRB)? 207 Institutional Holders, Q2 2026
Managers with more than $100 million in US equities report their holdings on Form 13F within 45 days of each quarter end. Quarter ended 30 Jun 2026: 207 holders, $626 million in total.
Largest holders
The 100 largest by value. Change in shares against Q1 2026.
| Manager | Shares | Value | Change | |
|---|---|---|---|---|
| BlackRock, Inc. | 1,218,420 | $88 million | +24% | 13F |
| VANGUARD CAPITAL MANAGEMENT LLC | 750,129 | $54 million | +33% | 13F |
| STATE STREET CORP | 557,547 | $40 million | +38% | 13F |
| AMERICAN CENTURY COMPANIES INC | 489,212 | $35 million | +43% | 13F |
| GEODE CAPITAL MANAGEMENT, LLC | 462,137 | $33 million | +22% | 13F |
| ENDEAVOUR CAPITAL ADVISORS INC | 459,176 | $33 million | +50% | 13F |
| DIMENSIONAL FUND ADVISORS LP | 452,257 | $32 million | +23% | 13F |
| ALLIANCEBERNSTEIN L.P. | 325,388 | $20 million | +616% | 13F |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 259,080 | $19 million | +0% | 13F |
| BURKE & HERBERT BANK & TRUST CO | 217,742 | $16 million | -2% | 13F |
| GOLDMAN SACHS GROUP INC | 172,880 | $12 million | -6% | 13F |
| NORTHERN TRUST CORP | 151,090 | $11 million | +27% | 13F |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 146,645 | $11 million | +9% | 13F |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 138,438 | $10 million | +26% | 13F |
| CITADEL ADVISORS LLC | 125,036 | $9 million | +1275% | 13F |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 116,041 | $8 million | +13% | 13F |
| VANGUARD FIDUCIARY TRUST CO | 111,057 | $8 million | +30% | 13F |
| Bank of New York Mellon Corp | 105,134 | $8 million | +19% | 13F |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 104,444 | $8 million | +3% | 13F |
| TWO SIGMA INVESTMENTS, LP | 96,630 | $7 million | +104% | 13F |
| MORGAN STANLEY | 85,977 | $6 million | -16% | 13F |
| Fourthstone LLC | 84,248 | $6 million | -66% | 13F |
| JPMORGAN CHASE & CO | 84,287 | $6 million | +119% | 13F |
| BANC FUNDS CO LLC | 82,374 | $6 million | New | 13F |
| Verdence Capital Advisors LLC | 78,746 | $6 million | +0% | 13F |
| Empowered Funds, LLC | 71,532 | $5 million | +6% | 13F |
| JUPITER ASSET MANAGEMENT LTD | 64,238 | $5 million | New | 13F |
| Stieven Capital Advisors, L.P. | 63,940 | $5 million | New | 13F |
| AQR CAPITAL MANAGEMENT LLC | 63,604 | $5 million | +11% | 13F |
| Numerai GP LLC | 55,003 | $4 million | New | 13F |
| ROYCE & ASSOCIATES LP | 54,973 | $4 million | -7% | 13F |
| BNP PARIBAS FINANCIAL MARKETS | 52,416 | $4 million | +37% | 13F |
| UBS Group AG | 47,336 | $3 million | +7% | 13F |
| Pinnacle Holdings, LLC | 43,156 | $3 million | 0% | 13F |
| SEGALL BRYANT & HAMILL, LLC | 42,189 | $3 million | New | 13F |
| Nuveen, LLC | 39,512 | $3 million | +83% | 13F |
| BANK OF AMERICA CORP /DE/ | 37,570 | $3 million | +17% | 13F |
| Voleon Capital Management LP | 37,464 | $3 million | +237% | 13F |
| Russell Investments Group, Ltd. | 35,003 | $3 million | +29% | 13F |
| Swiss National Bank | 33,300 | $2 million | +25% | 13F |
| XTX Topco Ltd | 32,737 | $2 million | +157% | 13F |
| Kestra Advisory Services, LLC | 31,620 | $2 million | New | 13F |
| WELLS FARGO & COMPANY/MN | 27,658 | $2 million | +40% | 13F |
| D. E. Shaw & Co., Inc. | 26,599 | $2 million | +43% | 13F |
| Qube Research & Technologies Ltd | 26,047 | $2 million | New | 13F |
| Moors & Cabot, Inc. | 24,858 | $2 million | -4% | 13F |
| FIRST TRUST ADVISORS LP | 24,768 | $2 million | +150% | 13F |
| MILLENNIUM MANAGEMENT LLC | 24,609 | $2 million | +194% | 13F |
| FRANKLIN RESOURCES INC | 24,343 | $2 million | +3% | 13F |
| FIFTH THIRD BANCORP | 21,876 | $2 million | +0% | 13F |
| BARCLAYS PLC | 21,230 | $2 million | +35% | 13F |
| RENAISSANCE TECHNOLOGIES LLC | 20,965 | $2 million | New | 13F |
| Rosenthal | Henry Capital Advisors, Inc. | 20,895 | $2 million | New | 13F |
| RHUMBLINE ADVISERS | 20,532 | $1 million | +40% | 13F |
| SALZHAUER MICHAEL | 20,219 | $1 million | +250% | 13F |
| Quantinno Capital Management LP | 20,176 | $1 million | +114% | 13F |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 19,752 | $1 million | +49% | 13F |
| Invesco Ltd. | 19,657 | $1 million | +14% | 13F |
| MERCER GLOBAL ADVISORS INC /ADV | 18,261 | $1 million | -55% | 13F |
| CITIGROUP INC | 18,186 | $1 million | +82% | 13F |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 18,017 | $1 million | -2% | 13F |
| Quadrature Capital Ltd | 17,974 | $1 million | +139% | 13F |
| PRINCIPAL FINANCIAL GROUP INC | 17,766 | $1 million | +7% | 13F |
| Legal & General Group Plc | 16,074 | $1 million | +38% | 13F |
| Enhancing Capital LLC | 15,508 | $1 million | New | 13F |
| DEUTSCHE BANK AG\ | 15,464 | $1 million | +16% | 13F |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 15,093 | $1 million | +2% | 13F |
| RAYMOND JAMES FINANCIAL INC | 14,665 | $1 million | +18% | 13F |
| Wealthspire Advisors, LLC | 13,655 | $981,234 | +187% | 13F |
| Balyasny Asset Management L.P. | 13,576 | $975,571 | New | 13F |
| Wealth Management Associates, Inc. | 13,369 | $960,696 | New | 13F |
| BROWN ADVISORY INC | 13,200 | $948,552 | New | 13F |
| VANGUARD ASSET MANAGEMENT, Ltd | 13,163 | $945,893 | +38% | 13F |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,434 | $874,083 | -7% | 13F |
| Baird Financial Group, Inc. | 12,120 | $870,943 | -6% | 13F |
| DAVENPORT & Co LLC | 11,998 | $862,176 | +46% | 13F |
| MANGROVE PARTNERS IM, LLC | 11,034 | $792,903 | +199% | 13F |
| AMERIPRISE FINANCIAL INC | 10,732 | $771,202 | -2% | 13F |
| Quattro Advisors LLC | 10,670 | $766,721 | -6% | 13F |
| HoldCo Asset Management, LP | 10,480 | $753,093 | +0% | 13F |
| Rafferty Asset Management, LLC | 10,222 | $734,553 | +20% | 13F |
| OSAIC HOLDINGS, INC. | 9,974 | $716,845 | +156% | 13F |
| MetLife Investment Management, LLC | 9,489 | $681,880 | +23% | 13F |
| Pacific Ridge Capital Partners, LLC | 9,203 | $661,328 | +63% | 13F |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8,711 | $625,972 | New | 13F |
| J.W. COLE ADVISORS, INC. | 8,483 | $609,610 | New | 13F |
| Atlantic Union Bankshares Corp | 8,467 | $608,447 | +15% | 13F |
| LPL Financial LLC | 8,362 | $600,859 | +27% | 13F |
| Summit Trail Advisors, LLC | 8,268 | $594,138 | New | 13F |
| Modera Wealth Management, LLC | 8,200 | $589,252 | +14% | 13F |
| Schonfeld Strategic Advisors LLC | 8,133 | $584,436 | New | 13F |
| ALPS ADVISORS INC | 8,081 | $580,701 | +1% | 13F |
| &PARTNERS | 8,000 | $574,880 | 0% | 13F |
| ExodusPoint Capital Management, LP | 7,923 | $569,347 | New | 13F |
| Jain Global LLC | 7,726 | $555,190 | New | 13F |
| Passive Capital Management, LLC. | 8,715 | $543,032 | New | 13F |
| LifeGuide Financial Advisors, LLC | 7,540 | $541,824 | New | 13F |
| Vanguard Global Advisers, LLC | 7,484 | $537,800 | +26% | 13F |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 7,365 | $529,226 | -3% | 13F |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 7,119 | $511,571 | +13% | 13F |
Questions and answers
- How many institutions hold Burke & Herbert Financial Services Corp.?
- 207 managers reported Burke & Herbert Financial Services Corp. on Form 13F for the quarter ended 30 June 2026, against 163 the quarter before.
- Who is the largest institutional holder of Burke & Herbert Financial Services Corp.?
- BlackRock, Inc., with 1,218,420 shares worth $88 million on its 13F for Q2 2026.
- How many institutions bought or sold out of Burke & Herbert Financial Services Corp. in Q2 2026?
- 65 managers reported a new position and 21 reported none after holding it the quarter before.
Source: SEC EDGAR, Form 13F (public domain). Counts and values as filed. Cite this page: Tamarly Intelligence, "Who holds Burke & Herbert Financial Services Corp., Q2 2026", https://app.tamarly.ai/holders/burke-herbert-financial-services, built from SEC EDGAR.
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