DOSSIER · 13F Holders · Q2 2026
BHRB

BURKE HERBERT FINL SVCS CORP

204 institutions still hold BURKE HERBERT FINL SVCS CORP as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12135Y108·204 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$452M
visible holders
Holders
204
filers reporting
Concentration
19.37%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

204 institutions reported BHRB in Q2 2026. BlackRock, Inc. leads at 19.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$88M1.2M0.00%Q2 2026
02
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$54M750K0.00%Q2 2026
03
STATE STREET CORP
CIK 0000093751
$40M558K0.00%Q2 2026
04
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$35M489K0.02%Q2 2026
05
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$33M462K0.00%Q2 2026
06
ENDEAVOUR CAPITAL ADVISORS INC
CIK 0001218749
$33M459K6.77%Q2 2026
07
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$32M452K0.01%Q2 2026
08
HUTCHINSON CAPITAL MANAGEMENT/CA
CIK 0001078246
$19M259K3.19%Q2 2026
09
BURKE & HERBERT BANK & TRUST CO
CIK 0001101250
$16M218K3.88%Q2 2026
10
Fourthstone LLC
CIK 0001767803
$15M246K2.60%Q1 2026
11
GOLDMAN SACHS GROUP INC
CIK 0000886982
$12M173K0.00%Q2 2026
12
NORTHERN TRUST CORP
CIK 0000073124· Index
$11M151K0.00%Q2 2026
13
Vanguard Portfolio Management
CIK 0002100121· Index
$11M147K0.00%Q2 2026
14
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$10M138K0.00%Q2 2026
15
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$8M116K0.15%Q2 2026
16
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$8M111K0.00%Q2 2026
17
Bank of New York Mellon Corp
CIK 0001390777
$8M105K0.00%Q2 2026
18
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$7M97K0.01%Q2 2026
19
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 0001164833
$6M102K0.02%Q1 2026
20
MORGAN STANLEY
CIK 0000895421
$6M86K0.00%Q2 2026
Page 1 of 11
184 more holders available. Log in →
Insiders at BURKE HERBERT FINL SVCS CORP
Poillon DianeBurke James MasonMclaughlin Shawn PatrickBarnwell Julian Forrest Jr.Wilson DavidBonnafe Katherine DianeGeary James P IiGeorge Georgette R.