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

Burke & Herbert Bank & Trust Ownership Summary

Burke & Herbert Bank & Trust is owned by 11.29% institutional investors, 11.13% insiders, and 77.57% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.49% of BHRB shares.

BHRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Burke & Herbert Bank & Trust	11.29%	11.13%	77.57%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Regional Banks Stocks	38.26%	12.54%	49.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	973.26K	6.49%	$60.04M
Vanguard group	765.44K	5.10%	$47.22M
State street	383.54K	2.56%	$23.66M
Geode capital management	374.10K	2.49%	$23.08M
Dimensional fund advisors lp	281.96K	1.88%	$17.39M
Hutchinson capital management/ca	258.08K	1.72%	$15.92M
Burke & herbert bank & trust	257.16K	1.71%	$15.86M
American century companies	201.70K	1.34%	$12.44M
Fourthstone	137.76K	0.92%	$8.50M
Northern trust	123.23K	0.82%	$7.60M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Burke & herbert bank & trust	257.16K	3.41%	$15.86M
Hutchinson capital management/ca	258.08K	2.76%	$15.92M
Endeavour capital advisors	102.72K	1.92%	$6.34M
Ejf capital	49.85K	1.79%	$3.08M
Fourthstone	137.76K	1.52%	$8.50M
Pinnacle	43.29K	0.93%	$2.67M
Verdence capital advisors	67.71K	0.24%	$4.16M
Passive capital management, llc.	8.71K	0.18%	$537.63K
Jentner	5.72K	0.09%	$341.46K
Moors & cabot	25.96K	0.07%	$1.60M

Top Buyers

Holder	Shares	% Assets	Change
American century companies	201.70K	0.01%	79.05K
Goldman sachs group	97.48K	0.00%	47.04K
Endeavour capital advisors	102.72K	1.92%	40.81K
State street	383.54K	0.00%	38.67K
Geode capital management	374.10K	0.00%	36.67K

Top Sellers

Holder	Shares	% Assets	Change
Marshall wace, llp	48.51K	0.00%	-42.15K
Aa financial advisors	-	-	-31.17K
Segall bryant & hamill	-	-	-27.42K
Ubs asset management americas	16.63K	0.00%	-20.29K
Blackrock funding, inc. /de	973.26K	0.00%	-15.29K

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
Empowered funds	20.75K	0.01%	20.75K	$1.28M
Brookstone capital management	17.86K	0.01%	17.86K	$1.10M
Teacher retirement system of texas	13.54K	0.00%	13.54K	$835.35K

Sold Out

Holder	Change
Twin peaks wealth advisors	-1.00
Us bancorp \de\	-3.00
Stephens consulting	-5.00
Parkside financial bank & trust	-10.00
Creative planning	-14.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Sep 30, 2024	109	2.83%	4,991,058	7.46%	66	1.71%	56	-37.78%	26	420.00%

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
2025 Q4	1	-
2025 Q3	2	-
2025 Q2	12	-
2025 Q1	22	-
2024 Q4	9	1

BHRB Ownership FAQ

Who Owns Burke & Herbert Bank & Trust?

Burke & Herbert Bank & Trust shareholders are primarily institutional investors at 11.29%, followed by 11.13% insiders and 77.58% retail investors. The average institutional ownership in Burke & Herbert Bank & Trust's industry, Regional Banks Stocks, is 38.26%, 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 Blackrock funding, inc. /de (973.26K shares, 6.49%), Vanguard group (765.44K shares, 5.10%), and State street (383.54K shares, 2.56%). Together, they hold 14.15% 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?

Burke & herbert bank & trust is Burke & Herbert Bank & Trust’s biggest shareholder by percentage of total assets invested, with 3.41% of its assets in 257.16K Burke & Herbert Bank & Trust shares, valued at 15.86M$.

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