BURKE & HERBERT FINANCIAL SE BHRB
$70.15
-3.6% 52w: $54.50 – $72.76
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data54.5063.6372.76
Jun 20, 2025 Jul 2, 2026
Institutional holders
163
+9 QoQ
13F value
$421.9M
+13.8% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
calls only
$3K calls / — puts
Institutional value by quarter
Number of holders
Who owns BHRB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 982.8K | $61.2M | 0.0% | +0.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 562.2K | $35.0M | 0.0% | — |
| STATE STREET CORP | Index provider | 403.9K | $25.2M | 0.0% | +11.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 379.6K | $23.7M | 0.0% | +2.4% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 367.9K | $22.9M | 0.0% | +15.7% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 342.5K | $21.3M | 0.0% | +26.0% |
| ENDEAVOUR CAPITAL ADVISORS INC ★3 | Fundamental concentrated | 305.2K | $19.0M | 4.3% | +143.5% |
| HUTCHINSON CAPITAL MANAGEMENT/CA ★2 | Fundamental diversified | 258.1K | $16.1M | 3.0% | Held |
| Fourthstone LLC ★2 | Fundamental diversified | 246.4K | $15.3M | 2.6% | +239.1% |
| BURKE & HERBERT BANK & TRUST CO | Other | 221.7K | $13.8M | 3.8% | 0.0% |
| EVERMAY WEALTH MANAGEMENT LLC | Wealth advisor | 185.8K | $11.6M | 1.3% | New |
| GOLDMAN SACHS GROUP INC | Bank broker | 183.1K | $11.4M | 0.0% | +11.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 134.0K | $8.3M | 0.0% | — |
| NORTHERN TRUST CORP | Index provider | 118.7K | $7.4M | 0.0% | +5.2% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 110.2K | $6.9M | 0.0% | +0.6% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 102.9K | $6.4M | 0.1% | +26.0% |
| MORGAN STANLEY | Bank broker | 102.9K | $6.4M | 0.0% | +5.6% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Other | 101.6K | $6.3M | 0.0% | -3.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 88.1K | $5.5M | 0.0% | -1.6% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 85.5K | $5.3M | 0.0% | — |
| Verdence Capital Advisors LLC | Other | 78.7K | $4.9M | 0.3% | +18.1% |
| Empowered Funds, LLC | Diversified mechanical | 67.3K | $4.2M | 0.0% | +46.1% |
| ROYCE & ASSOCIATES LP | Other | 59.1K | $3.7M | 0.0% | -1.5% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 57.4K | $3.6M | 0.0% | -23.0% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 47.3K | $2.9M | 0.0% | +47.9% |
| ALLIANCEBERNSTEIN L.P. | Long only active | 45.4K | $2.8M | 0.0% | +0.9% |
| LSV ASSET MANAGEMENT | Other | 45.2K | $2.8M | 0.0% | Held |
| UBS Group AG | Bank broker | 44.2K | $2.8M | 0.0% | +33.2% |
| Pinnacle Holdings, LLC | Other | 43.2K | $2.7M | 0.9% | -0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 40.3K | $2.5M | 0.0% | +102.0% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 38.4K | $2.4M | 0.0% | +34.7% |
| JPMORGAN CHASE & CO | Bank broker | 38.5K | $2.4M | 0.0% | -31.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 32.2K | $2.0M | 0.0% | +68.3% |
| Russell Investments Group, Ltd. | Diversified mechanical | 27.1K | $1.7M | 0.0% | -0.3% |
| Swiss National Bank | Index provider | 26.6K | $1.7M | 0.0% | Held |
| Moors & Cabot, Inc. | Other | 26.0K | $1.6M | 0.1% | Held |
| FRANKLIN RESOURCES INC | Long only active | 23.7K | $1.5M | 0.0% | +58.2% |
| FIFTH THIRD BANCORP | Diversified mechanical | 21.9K | $1.4M | 0.0% | Held |
| Nuveen, LLC | Diversified mechanical | 21.6K | $1.3M | 0.0% | +8.5% |
| JANE STREET GROUP, LLC | Market maker | 21.4K | $1.3M | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 19.8K | $1.2M | 0.0% | -33.7% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 18.6K | $1.2M | 0.0% | -1.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 18.3K | $1.1M | 0.0% | +0.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 18.2K | $1.1M | 0.0% | +1.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 18.1K | $1.1M | 0.0% | +21.8% |
| Invesco Ltd. | Index provider | 17.2K | $1.1M | 0.0% | +4.9% |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 16.7K | $1.0M | 0.0% | New |
| BARCLAYS PLC | Bank broker | 15.7K | $980K | 0.0% | -44.6% |
| Universal- Beteiligungs- und Servicegesellschaft mbH | Diversified mechanical | 14.7K | $918K | 0.0% | Held |
| RHUMBLINE ADVISERS | Diversified mechanical | 14.7K | $915K | 0.0% | -7.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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