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

Burke & Herbert Financial Services Ownership Summary

Burke & Herbert Financial Services is owned by 60.54% institutional investors, 14.92% insiders, and 24.54% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 8.09% of BHRB shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.68% of its assets in Burke & Herbert Financial Services shares.

BHRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Burke & Herbert Financial Services	60.54%	14.92%	24.54%
Sector	Financial Services Stocks	736.16%	13.84%	-650.00%
Industry	Regional Banks Stocks	53.66%	12.44%	33.90%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	1.22M	8.09%	$87.56M
Vanguard group	779.80K	5.15%	$48.59M
Vanguard capital management	750.13K	4.98%	$53.90M
State street	557.55K	3.70%	$40.07M
American century companies	489.21K	3.25%	$35.15M
Geode capital management	462.14K	3.07%	$33.21M
Endeavour capital advisors	459.18K	3.05%	$33.00M
Dimensional fund advisors lp	452.26K	3.00%	$32.50M
Alliancebernstein	325.39K	2.16%	$20.27M
Hutchinson capital management/ca	259.08K	1.72%	$18.62M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Endeavour capital advisors	459.18K	6.77%	$33.00M
Fourthstone	84.25K	4.37%	$6.15M
Burke & herbert bank & trust	217.74K	3.88%	$15.65M
Hutchinson capital management/ca	259.08K	3.19%	$18.62M
John w. rosenthal capital management	20.89K	1.31%	$1.50M
Banc funds	82.37K	0.98%	$5.92M
Pinnacle	43.16K	0.96%	$3.10M
Stieven capital advisors	63.94K	0.88%	$4.59M
Enhancing capital	15.51K	0.77%	$1.11M
Salzhauer michael	20.22K	0.50%	$1.45M

Top Buyers

Holder	Shares	% Assets	Change
Alliancebernstein	325.39K	0.01%	279.97K
Blackrock funding, inc. /de	1.22M	0.00%	235.66K
Vanguard capital management	750.13K	0.00%	187.91K
Endeavour capital advisors	459.18K	6.77%	153.99K
State street	557.55K	0.00%	153.68K

Top Sellers

Holder	Shares	% Assets	Change
Evermay wealth management	-	-	-185.76K
Fourthstone	84.25K	4.37%	-162.17K
Ejf capital	-	-	-32.62K
Marshall wace, llp	-	-	-32.39K
Aa financial advisors	-	-	-31.17K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	138.44K	0.00%	138.44K	$9.95M
Csm advisors	82.74K	0.13%	82.74K	$5.94M
Banc funds	82.37K	0.98%	82.37K	$5.92M
Jupiter asset management	64.24K	0.02%	64.24K	$4.62M
Stieven capital advisors	63.94K	0.88%	63.94K	$4.59M

Sold Out

Holder	Change
Twin peaks wealth advisors	-1.00
Mai capital management	-4.00
Stephens consulting	-5.00
Parkside financial bank & trust	-10.00
Rockefeller capital management	-12.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	207	26.99%	9,122,402	34.68%	60	3.02%	159	103.85%	27	-43.75%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	539.49K	2.68%	35.50K
Vanguard Morn Total Stk Mkt Idx Investor	539.49K	2.68%	35.50K
Vanguard MStar Total Stk Mkt Idx Invest	539.49K	2.68%	-
Avantis US Small Cap Value ETF	421.86K	2.09%	1.02K
iShares Russell 2000 ETF	404.44K	2.01%	-7.20K
Vanguard Institutional Extnd Mkt Idx Tr	193.68K	0.96%	354.00
State Street® SPDR® S&PRgnllBkgETF	165.47K	0.82%	-8.87K
Fidelity Small Cap Index	163.48K	0.81%	-226.00
iShares Russell 2000 Value ETF	142.30K	0.71%	-
CS McKee Micro Cap Value	134.06K	0.67%	134.06K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 20, 2026	WILSON DAVID	-	Buy	$2.47K
Aug 14, 2026	Geary James P II	-	Sell	$210.23K
Aug 14, 2026	Geary James P II	-	Sell	$19.18K
Aug 03, 2026	Geary James P II	-	Sell	-
Aug 12, 2026	Poillon Diane	-	Buy	$88.40K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	5	7
2026 Q2	6	1
2026 Q1	-	-
2025 Q4	1	-
2025 Q3	2	-

BHRB Ownership FAQ

Who Owns Burke & Herbert Financial Services?

Burke & Herbert Financial Services shareholders are primarily institutional investors at 60.54%, followed by 14.92% insiders and 24.54% retail investors. The average institutional ownership in Burke & Herbert Financial Services's industry, Regional Banks Stocks, is 53.66%, which Burke & Herbert Financial Services exceeds.

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

Burke & Herbert Financial Services’s largest shareholders are Blackrock funding, inc. /de (1.22M shares, 8.09%), Vanguard group (779.8K shares, 5.15%), and Vanguard capital management (750.13K shares, 4.98%). Together, they hold 18.21% 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 6.77% of its assets in 459.18K Burke & Herbert Financial Services shares, valued at 33M$.

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 2.68% of its total shares outstanding invested in 539.49K Burke & Herbert Financial Services shares.

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