Burke & Herbert Financial Services Ownership | Who Owns Burke & Herbert Financial Services?

Burke & Herbert Financial Services Ownership Summary

Burke & Herbert Financial Services is owned by 16.91% institutional investors, 14.81% insiders, and 68.28% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.49% of BHRB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.66% of its assets in Burke & Herbert Financial Services shares.

BHRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Burke & Herbert Financial Services	16.91%	14.81%	68.28%
Sector	Financial Services Stocks	37.05%	15.59%	47.36%
Industry	Regional Banks Stocks	38.44%	12.57%	48.99%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	982.76K	6.49%	$61.22M
Vanguard group	779.80K	5.15%	$48.59M
State street	403.87K	2.67%	$25.16M
Geode capital management	379.64K	2.51%	$23.65M
Dimensional fund advisors lp	367.95K	2.43%	$22.92M
American century companies	342.47K	2.26%	$21.33M
Endeavour capital advisors	305.19K	2.02%	$19.01M
Hutchinson capital management/ca	258.08K	1.70%	$16.08M
Fourthstone	246.42K	1.63%	$15.35M
Burke & herbert bank & trust	221.67K	1.46%	$13.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	305.19K	4.31%	$19.01M
Burke & herbert bank & trust	221.67K	3.82%	$13.81M
Hutchinson capital management/ca	258.08K	2.95%	$16.08M
Fourthstone	246.42K	2.60%	$15.35M
Evermay wealth management	185.76K	1.28%	$11.57M
Pinnacle	43.23K	0.87%	$2.69M
Verdence capital advisors	78.75K	0.29%	$4.91M
Salzhauer michael	5.78K	0.17%	$360.24K
Bridgeway capital management	102.88K	0.13%	$6.41M
Jentner	5.72K	0.09%	$341.46K

Top Buyers

Holder	Shares	% Assets	Change
Evermay wealth management	185.76K	1.28%	185.76K
Endeavour capital advisors	305.19K	4.31%	179.87K
Fourthstone	246.42K	2.60%	173.76K
Vanguard fiduciary trust	85.49K	0.00%	85.49K
American century companies	342.47K	0.01%	70.75K

Top Sellers

Holder	Shares	% Assets	Change
Ejf capital	-	-	-32.62K
Marshall wace, llp	-	-	-32.39K
Aa financial advisors	-	-	-31.17K
Segall bryant & hamill	-	-	-27.42K
Jpmorgan chase	38.46K	0.00%	-17.97K

New Positions

Holder	Shares	% Assets	Change	Value
Evermay wealth management	185.76K	1.28%	185.76K	$11.57M
Vanguard fiduciary trust	85.49K	0.00%	85.49K	$5.33M
Principal financial group	16.66K	0.00%	16.66K	$1.04M
Xtx topco	12.75K	0.01%	12.75K	$794.20K
Raymond james financial	12.40K	0.00%	12.40K	$772.52K

Sold Out

Holder	Change
Srs capital advisors	-1.00
Stephens consulting	-5.00
Parkside financial bank & trust	-10.00
Jones financial companies lllp	-12.00
Creative planning	-14.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2026	79	-48.03%	2,559,737	-56.92%	16	1.10%	32	-49.21%	21	-58.00%
Dec 31, 2025	42	-71.43%	1,237,433	-78.59%	8	0.55%	11	-87.50%	15	-51.61%
Sep 30, 2025	56	-56.59%	1,693,608	-67.81%	11	0.91%	32	-50.77%	9	-70.00%
Jun 30, 2025	134	0.75%	5,413,533	4.73%	36	3.03%	65	8.33%	34	-8.11%
Mar 31, 2025	3	-97.48%	111,416	-97.85%	-	0.02%	3	-94.74%	-	-100.00%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	400.81K	2.66%	-
iShares Russell 2000 ETF	315.64K	2.10%	2.68K
Avantis US Small Cap Value ETF	284.29K	1.89%	-
Vanguard Institutional Extnd Mkt Idx Tr	148.14K	0.98%	864.00
Fidelity Small Cap Index	133.03K	0.88%	2.09K
iShares Russell 2000 Value ETF	114.73K	0.76%	616.00
State Street® SPDR® S&PRgnllBkgETF	105.61K	0.70%	-979.00
State St Russell Sm/Mid Cp® Indx SL Cl I	85.20K	0.57%	-
Russell 2000 Equity Index Fund B	83.06K	0.55%	-43.00
DFA US Small Cap Value I	76.53K	0.51%	454.00

Recent Insider Transactions

Date	Name	Role	Activity	Value
May 20, 2026	Upson Jill S	-	Sell	$70.40K
May 12, 2026	Riojas Jose David	-	Buy	$62.00K
May 12, 2026	Riojas Jose David	-	Buy	$18.60K
May 11, 2026	Barnwell Julian Forrest Jr.	-	Buy	$315.23K
Apr 29, 2026	McLaughlin Shawn Patrick	-	Buy	$63.55K

Insider Transactions Trends

Date	Buy	Sell
2026 Q2	5	1
2026 Q1	-	-
2025 Q4	1	-
2025 Q3	2	-
2025 Q2	12	-

BHRB Ownership FAQ

Who Owns Burke & Herbert Financial Services?

Burke & Herbert Financial Services shareholders are primarily institutional investors at 16.91%, followed by 14.81% insiders and 68.28% retail investors. The average institutional ownership in Burke & Herbert Financial Services's industry, Regional Banks Stocks, is 38.44%, which Burke & Herbert Financial Services falls below.

Who owns the most shares of Burke & Herbert Financial Services?

Burke & Herbert Financial Services’s largest shareholders are Blackrock funding, inc. /de (982.76K shares, 6.49%), Vanguard group (779.8K shares, 5.15%), and State street (403.87K shares, 2.67%). Together, they hold 14.31% of Burke & Herbert Financial Services’s total shares outstanding.

Does Blackrock own Burke & Herbert Financial Services?

BlackRock is not among the top 10 institutional shareholders of Burke & Herbert Financial Services.

Who is Burke & Herbert Financial Services’s biggest shareholder by percentage of total assets invested?

Endeavour capital advisors is Burke & Herbert Financial Services’s biggest shareholder by percentage of total assets invested, with 4.31% of its assets in 305.19K Burke & Herbert Financial Services shares, valued at 19.01M$.

Who is the top mutual fund holder of Burke & Herbert Financial Services shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Burke & Herbert Financial Services shares, with 2.66% of its total shares outstanding invested in 400.81K Burke & Herbert Financial Services shares.

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