13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
BHRB

Burke & Herbert Financial Services

167 institutions still hold Burke & Herbert Financial Services as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 12135y108·167 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.3%
vs prior quarter
13F value held
$329M
66.0% inst. owned
of float
Holders
167
+91 QoQ
filers reporting
Activity
+8 / −21
+833 added · −819 reduced
this quarter
Concentration
18.60%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

167 institutions reported BHRB in Q1 2026. BlackRock, Inc. leads at 18.6% of the visible book. +91 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$61M983K0.00%Q1 202602
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$35M562K0.00%Q1 202603
STATE STREET CORP
CIK 0000093751
$25M404K0.00%Q1 202604
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$24M380K0.00%Q1 202605
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$23M368K0.00%Q1 202606
AMERICAN CENTURY COMPANIES INC
CIK 0000748054
$21M342K0.01%Q1 202607
ENDEAVOUR CAPITAL ADVISORS INC
CIK 0001218749
$19M305K4.31%Q1 202608
HUTCHINSON CAPITAL MANAGEMENT/CA
CIK 0001078246
$16M258K2.95%Q1 202609
Fourthstone LLC
CIK 0001767803
$15M246K2.60%Q1 202610
BURKE & HERBERT BANK & TRUST CO
CIK 0001101250
$14M222K3.82%Q1 202611
EVERMAY WEALTH MANAGEMENT LLC
CIK 0001066816
$12M186K1.28%Q1 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$11M183K0.00%Q1 202613
Vanguard Portfolio Management
CIK 0002100121
$8M134K0.00%Q1 202614
NORTHERN TRUST CORP
CIK 0000073124· Index
$7M119K0.00%Q1 202615
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$7M110K0.00%Q1 202616
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 0001107261
$6M103K0.13%Q1 202617
MORGAN STANLEY
CIK 0000895421
$6M103K0.00%Q1 202618
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 0001164833
$6M102K0.02%Q1 202619
Bank of New York Mellon Corp
CIK 0001390777
$5M88K0.00%Q1 202620
VANGUARD FIDUCIARY TRUST CO
CIK 0000933478· Index
$5M85K0.00%Q1 2026
Page 1 of 9
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