​

Burke & Herbert Bank & Trust Ownership | Who Owns Burke & Herbert Bank & Trust?

OverviewRevenueFinancialsChart

Burke & Herbert Bank & Trust Ownership Summary

Burke & Herbert Bank & Trust is owned by 0.74% institutional investors, 11.03% insiders, and 88.23% retail investors. Ejf capital is the largest institutional shareholder, holding 0.43% of BHRB shares.

BHRB Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockBurke & Herbert Bank & Trust0.74%11.03%88.23%
SectorFinancial Services Stocks 71.97%15.39%12.64%
IndustryRegional Banks Stocks38.06%12.02%49.92%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Ejf capital64.37K0.43%$3.61M
Millennium management29.60K0.20%$1.66M
Cubist systematic strategies17.45K0.12%$979.15K
Squarepoint ops---
Occudo quantitative strategies lp---
Xtx topco---
Newedge advisors---
Mittelman wealth management---
Federated hermes---
Proshare advisors---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ejf capital64.37K2.29%$3.61M
Cubist systematic strategies17.45K0.01%$979.15K
Millennium management29.60K0.00%$1.66M
Squarepoint ops---
Occudo quantitative strategies lp---
Xtx topco---
Newedge advisors---
Mittelman wealth management---
Federated hermes---
Proshare advisors---

Top Buyers

HolderShares% AssetsChange
Cubist systematic strategies17.45K0.01%17.45K
Millennium management29.60K0.00%10.29K
Ejf capital64.37K2.29%4.21K
Newedge advisors---2.00
Creative planning---14.00

Top Sellers

HolderShares% AssetsChange
Mittelman wealth management---7.80K
Raymond james financial---4.40K
Xtx topco---3.83K
Proshare advisors---3.81K
Squarepoint ops---3.50K

New Positions

HolderShares% AssetsChangeValue
Cubist systematic strategies17.45K0.01%17.45K$979.15K

Sold Out

HolderChange
Newedge advisors-2.00
Creative planning-14.00
Us bancorp \de\-15.00
Federated hermes-732.00
Occudo quantitative strategies lp-3.40K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20253-97.48%111,416-97.85%-0.02%3-94.74%--100.00%
Dec 31, 20241188.26%5,187,5823.94%681.57%56-287.69%
Sep 30, 20241092.83%4,991,0587.46%661.71%56-37.78%26420.00%
Jun 30, 2024106100.00%4,644,636147.26%629.80%90500.00%5-72.22%
Mar 31, 202453-5.36%1,878,435-4.41%253.61%15-48.28%1850.00%

Recent Insider Transactions

DateNameRoleActivityValue
Jun 05, 2025Riojas Jose David-Buy$27.93K
Jun 02, 2025Anderson Mark Guthrie-Buy$84.49K
Jun 02, 2025Anderson Mark Guthrie-Buy$28.31K
May 29, 2025McLaughlin Shawn Patrick-Buy$56.25K
May 23, 2025Hinson Samuel Laing III-Buy$264.11K

Insider Transactions Trends

DateBuySell
2025 Q212-
2025 Q122-
2024 Q491
2024 Q331
2024 Q1--

BHRB Ownership FAQ

Who Owns Burke & Herbert Bank & Trust?

Burke & Herbert Bank & Trust shareholders are primarily institutional investors at 0.74%, followed by 11.03% insiders and 88.23% retail investors. The average institutional ownership in Burke & Herbert Bank & Trust's industry, Regional Banks Stocks, is 38.06%, which Burke & Herbert Bank & Trust falls below.

Who owns the most shares of Burke & Herbert Bank & Trust?

Burke & Herbert Bank & Trust’s largest shareholders are Ejf capital (64.37K shares, 0.43%), Millennium management (29.6K shares, 0.20%), and Cubist systematic strategies (17.45K shares, 0.12%). Together, they hold 0.74% of Burke & Herbert Bank & Trust’s total shares outstanding.

Does Blackrock own Burke & Herbert Bank & Trust?

BlackRock is not among the top 10 institutional shareholders of Burke & Herbert Bank & Trust.

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

Ejf capital is Burke & Herbert Bank & Trust’s biggest shareholder by percentage of total assets invested, with 2.29% of its assets in 64.37K Burke & Herbert Bank & Trust shares, valued at 3.61M$.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

  • Customize your own personal stocks lists, views and charts

  • Choose from hundreds of fields, up to 15 years of history

  • Conduct deep comparison analysis

  • Discover trending investment themes

  • Find your next best investment

  • Research stocks using tools