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

Burke & Herbert Financial Services Ownership Summary

Burke & Herbert Financial Services is owned by 8.17% institutional investors, 11.46% insiders, and 80.37% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.47% of BHRB shares.

BHRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Burke & Herbert Financial Services	8.17%	11.46%	80.37%
Sector	Financial Services Stocks	32.01%	15.42%	52.57%
Industry	Regional Banks Stocks	31.54%	12.64%	55.83%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	980.25K	6.47%	$61.08M
Vanguard group	779.80K	5.15%	$48.59M
State street	383.54K	2.56%	$23.66M
Geode capital management	370.71K	2.45%	$23.10M
Dimensional fund advisors lp	317.99K	2.10%	$19.81M
Hutchinson capital management/ca	258.08K	1.70%	$16.08M
Burke & herbert bank & trust	221.75K	1.46%	$13.82M
American century companies	201.70K	1.34%	$12.44M
Goldman sachs group	164.26K	1.08%	$10.24M
Endeavour capital advisors	125.32K	0.83%	$7.81M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Burke & herbert bank & trust	221.75K	3.82%	$13.82M
Hutchinson capital management/ca	258.08K	2.76%	$16.08M
Endeavour capital advisors	125.32K	2.17%	$7.81M
Ejf capital	49.85K	1.79%	$3.08M
Pinnacle	43.29K	0.91%	$2.70M
Fourthstone	72.66K	0.85%	$4.53M
Verdence capital advisors	66.67K	0.25%	$4.15M
Passive capital management, llc.	8.71K	0.17%	$543.03K
Jentner	5.72K	0.09%	$341.46K
Moors & cabot	25.96K	0.07%	$1.62M

Top Buyers

Holder	Shares	% Assets	Change
American century companies	201.70K	0.01%	79.05K
Goldman sachs group	164.26K	0.00%	66.78K
State street	383.54K	0.00%	38.67K
Dimensional fund advisors lp	317.99K	0.00%	36.03K
Morgan stanley	97.36K	0.00%	35.82K

Top Sellers

Holder	Shares	% Assets	Change
Fourthstone	72.66K	0.85%	-65.10K
Marshall wace, llp	48.51K	0.00%	-42.15K
Burke & herbert bank & trust	221.75K	3.82%	-35.41K
Aa financial advisors	-	-	-31.17K
Segall bryant & hamill	-	-	-27.42K

New Positions

Holder	Shares	% Assets	Change	Value
Bridgeway capital management	24.35K	0.03%	24.35K	$1.50M
Mercer global advisors inc /adv	21.97K	0.00%	21.97K	$1.36M
Brandywine global investment management	9.15K	0.00%	9.15K	$570.14K
Susquehanna portfolio strategies	6.24K	0.01%	6.24K	$384.82K
Skopos labs	5.80K	0.02%	5.80K	$363.99K

Sold Out

Holder	Change
Twin peaks wealth advisors	-1.00
Larson financial group	-2.00
Us bancorp \de\	-3.00
Stephens consulting	-5.00
Parkside financial bank & trust	-10.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	118	8.26%	5,187,582	3.94%	68	1.57%	56	-	28	7.69%

Recent Insider Transactions

Date	Name	Role	Activity	Value
Oct 28, 2025	McLaughlin Shawn Patrick	-	Buy	$61.00K
Sep 15, 2025	HINKLE GARY L	-	Buy	$98.72K
Sep 15, 2025	HINKLE GARY L	-	Buy	$6.15K
Jun 05, 2025	Riojas Jose David	-	Buy	$27.93K
Jun 02, 2025	Anderson Mark Guthrie	-	Buy	$84.49K

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	1	-
2025 Q3	2	-
2025 Q2	12	-
2025 Q1	22	-

BHRB Ownership FAQ

Who Owns Burke & Herbert Financial Services?

Burke & Herbert Financial Services shareholders are primarily institutional investors at 8.17%, followed by 11.46% insiders and 80.37% retail investors. The average institutional ownership in Burke & Herbert Financial Services's industry, Regional Banks Stocks, is 31.54%, 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 (980.25K shares, 6.47%), Vanguard group (779.8K shares, 5.15%), and State street (383.54K shares, 2.56%). Together, they hold 14.18% 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?

Burke & herbert bank & trust is Burke & Herbert Financial Services’s biggest shareholder by percentage of total assets invested, with 3.82% of its assets in 221.75K Burke & Herbert Financial Services shares, valued at 13.82M$.

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