BHRB Burke & Herbert Financial Services Corp.
Burke & Herbert Financial Services Corp. (BHRB) Institutional Ownership
What the institutions did with BHRB last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 1.2M | 13.5% |
| VANGUARD CAPITAL MANAGEMENT LLC | 750.1K | 8.3% |
| STATE STREET CORP | 557.5K | 6.2% |
| AMERICAN CENTURY COMPANIES INC | 489.2K | 5.4% |
| GEODE CAPITAL MANAGEMENT, LLC | 462.1K | 5.1% |
| ENDEAVOUR CAPITAL ADVISORS INC | 459.2K | 5.1% |
| DIMENSIONAL FUND ADVISORS LP | 452.3K | 5.0% |
| ALLIANCEBERNSTEIN L.P. | 325.4K | 3.6% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 259.1K | 2.9% |
| BURKE & HERBERT BANK & TRUST CO | 217.7K | 2.4% |
| GOLDMAN SACHS GROUP INC | 172.9K | 1.9% |
| NORTHERN TRUST CORP | 151.1K | 1.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 146.6K | 1.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 138.4K | 1.5% |
| CITADEL ADVISORS LLC | 125.0K | 1.4% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 116.0K | 1.3% |
| VANGUARD FIDUCIARY TRUST CO | 111.1K | 1.2% |
| Bank of New York Mellon Corp | 105.1K | 1.2% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 104.4K | 1.2% |
| TWO SIGMA INVESTMENTS, LP | 96.6K | 1.1% |
| MORGAN STANLEY | 86.0K | 1.0% |
| JPMORGAN CHASE & CO | 84.3K | 0.9% |
| Fourthstone LLC | 84.2K | 0.9% |
| CSM Advisors, LLC | 82.7K | 0.9% |
| BANC FUNDS CO LLC | 82.4K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Increased | 45.4K | 325.4K | +280.0K |
| BlackRock, Inc. | Increased | 982.8K | 1.2M | +235.7K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 562.2K | 750.1K | +187.9K |
| EVERMAY WEALTH MANAGEMENT LLC | Sold Out | 185.8K | 0 | -185.8K |
| Fourthstone LLC | Reduced | 246.4K | 84.2K | -162.2K |
| ENDEAVOUR CAPITAL ADVISORS INC | Increased | 305.2K | 459.2K | +154.0K |
| STATE STREET CORP | Increased | 403.9K | 557.5K | +153.7K |
| AMERICAN CENTURY COMPANIES INC | Increased | 342.5K | 489.2K | +146.7K |
| CITADEL ADVISORS LLC | Increased | 9.1K | 125.0K | +115.9K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 367.9K | 452.3K | +84.3K |
| CSM Advisors, LLC | New | 0 | 82.7K | +82.7K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 379.6K | 462.1K | +82.5K |
| BANC FUNDS CO LLC | New | 0 | 82.4K | +82.4K |
| JUPITER ASSET MANAGEMENT LTD | New | 0 | 64.2K | +64.2K |
| Stieven Capital Advisors, L.P. | New | 0 | 63.9K | +63.9K |
| Numerai GP LLC | New | 0 | 55.0K | +55.0K |
| TWO SIGMA INVESTMENTS, LP | Increased | 47.3K | 96.6K | +49.3K |
| JPMORGAN CHASE & CO | Increased | 38.5K | 84.3K | +45.8K |
| SEGALL BRYANT & HAMILL, LLC | New | 0 | 42.2K | +42.2K |
| HRT FINANCIAL LP | New | 0 | 38.9K | +38.9K |
| NORTHERN TRUST CORP | Increased | 118.7K | 151.1K | +32.4K |
| Kestra Advisory Services, LLC | New | 0 | 31.6K | +31.6K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 110.2K | 138.4K | +28.3K |
| Voleon Capital Management LP | Increased | 11.1K | 37.5K | +26.3K |
| Cambridge Investment Research Advisors, Inc. | Increased | 18.2K | 44.4K | +26.2K |
| Qube Research & Technologies Ltd | New | 0 | 26.0K | +26.0K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 85.5K | 111.1K | +25.6K |
| MERCER GLOBAL ADVISORS INC /ADV | Reduced | 40.3K | 18.3K | -22.1K |
| JANE STREET GROUP, LLC | Sold Out | 21.4K | 0 | -21.4K |
| RENAISSANCE TECHNOLOGIES LLC | New | 0 | 21.0K | +21.0K |
| Rosenthal | Henry Capital Advisors, Inc. | New | 0 | 20.9K | +20.9K |
| XTX Topco Ltd | Increased | 12.8K | 32.7K | +20.0K |
| LSV ASSET MANAGEMENT | Reduced | 45.2K | 26.2K | -19.0K |
| Nuveen, LLC | Increased | 21.6K | 39.5K | +17.9K |
| Bank of New York Mellon Corp | Increased | 88.1K | 105.1K | +17.0K |
| MORGAN STANLEY | Reduced | 102.9K | 86.0K | -16.9K |
| MILLENNIUM MANAGEMENT LLC | Increased | 8.4K | 24.6K | +16.2K |
| Enhancing Capital LLC | New | 0 | 15.5K | +15.5K |
| FIRST TRUST ADVISORS LP | Increased | 9.9K | 24.8K | +14.9K |
| NATIXIS ADVISORS, LLC | New | 0 | 14.7K | +14.7K |
| SALZHAUER MICHAEL | Increased | 5.8K | 20.2K | +14.4K |
| BNP PARIBAS FINANCIAL MARKETS | Increased | 38.4K | 52.4K | +14.0K |
| Balyasny Asset Management L.P. | New | 0 | 13.6K | +13.6K |
| Wealth Management Associates, Inc. | New | 0 | 13.4K | +13.4K |
| BROWN ADVISORY INC | New | 0 | 13.2K | +13.2K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Increased | 102.9K | 116.0K | +13.2K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 134.0K | 146.6K | +12.7K |
| Man Group plc | Sold Out | 11.6K | 0 | -11.6K |
| Select Asset Management & Trust | New | 0 | 10.8K | +10.8K |
| Quantinno Capital Management LP | Increased | 9.4K | 20.2K | +10.7K |
| Quadrature Capital Ltd | Increased | 7.5K | 18.0K | +10.5K |
| GOLDMAN SACHS GROUP INC | Reduced | 183.1K | 172.9K | -10.3K |
| Empower Advisory Group, LLC | Sold Out | 9.2K | 0 | -9.2K |
| Wealthspire Advisors, LLC | Increased | 4.8K | 13.7K | +8.9K |
| Passive Capital Management, LLC. | New | 0 | 8.7K | +8.7K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | New | 0 | 8.7K | +8.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold Out | 8.5K | 0 | -8.5K |
| J.W. COLE ADVISORS, INC. | New | 0 | 8.5K | +8.5K |
| Summit Trail Advisors, LLC | New | 0 | 8.3K | +8.3K |
| CITIGROUP INC | Increased | 10.0K | 18.2K | +8.2K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.