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

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

Type	Name	% Inst	% Insiders	% Retail
Stock	Burke & Herbert Bank & Trust	0.74%	11.03%	88.23%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Regional Banks Stocks	38.01%	12.17%	49.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Ejf capital	64.37K	0.43%	$3.61M
Millennium management	29.60K	0.20%	$1.66M
Cubist systematic strategies	17.45K	0.12%	$979.15K
Us bancorp \de\	-	-	-
Creative planning	-	-	-
Squarepoint ops	-	-	-
Occudo quantitative strategies lp	-	-	-
Xtx topco	-	-	-
Newedge advisors	-	-	-
Y-intercept (hong kong)	-	-	-

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ejf capital	64.37K	2.29%	$3.61M
Cubist systematic strategies	17.45K	0.01%	$979.15K
Millennium management	29.60K	0.00%	$1.66M
Us bancorp \de\	-	-	-
Creative planning	-	-	-
Squarepoint ops	-	-	-
Occudo quantitative strategies lp	-	-	-
Xtx topco	-	-	-
Newedge advisors	-	-	-
Y-intercept (hong kong)	-	-	-

Top Buyers

Holder	Shares	% Assets	Change
Cubist systematic strategies	17.45K	0.01%	17.45K
Millennium management	29.60K	0.00%	10.29K
Ejf capital	64.37K	2.29%	4.21K
Newedge advisors	-	-	-2.00
Stephens consulting	-	-	-5.00

Top Sellers

Holder	Shares	% Assets	Change
Mittelman wealth management	-	-	-7.80K
Truist financial	-	-	-5.02K
Burney co/	-	-	-4.82K
Y-intercept (hong kong)	-	-	-4.75K
Raymond james financial	-	-	-4.40K

New Positions

Holder	Shares	% Assets	Change	Value
Cubist systematic strategies	17.45K	0.01%	17.45K	$979.15K

Sold Out

Holder	Change
Newedge advisors	-2.00
Stephens consulting	-5.00
Parkside financial bank & trust	-10.00
Creative planning	-14.00
Us bancorp \de\	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	109	2.83%	4,991,058	7.46%	66	1.71%	56	-37.78%	26	420.00%
Jun 30, 2024	106	100.00%	4,644,636	147.26%	62	9.80%	90	500.00%	5	-72.22%
Mar 31, 2024	53	-5.36%	1,878,435	-4.41%	25	3.61%	15	-48.28%	18	50.00%

Recent Insider Transactions

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

Insider Transactions Trends

Date	Buy	Sell
2025 Q2	12	-
2025 Q1	22	-
2024 Q4	9	1
2024 Q3	3	1
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 38.01%, 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$.

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