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

Burke & Herbert Bank & Trust Ownership Summary

Burke & Herbert Bank & Trust is owned by 36.17% institutional investors, 11.17% insiders, and 52.67% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 6.60% of BHRB shares.

BHRB Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Burke & Herbert Bank & Trust	36.17%	11.17%	52.67%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Regional Banks Stocks	53.95%	12.38%	33.68%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Blackrock funding, inc. /de	988.54K	6.60%	$59.05M
Burke & herbert bank & trust	259.50K	1.73%	$15.50M
Hutchinson capital management/ca	257.08K	1.72%	$15.36M
American century companies	122.65K	0.82%	$7.33M
Hotchkis & wiley capital management	112.00K	0.75%	$6.69M
Marshall wace, llp	90.66K	0.61%	$5.42M
Royce & associates lp	81.66K	0.55%	$4.88M
Verdence capital advisors	71.71K	0.48%	$4.28M
Endeavour capital advisors	61.91K	0.41%	$3.70M
Ejf capital	49.40K	0.33%	$2.95M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Burke & herbert bank & trust	259.50K	3.47%	$15.50M
Hutchinson capital management/ca	257.08K	2.80%	$15.36M
Ejf capital	49.40K	2.35%	$2.95M
Endeavour capital advisors	61.91K	1.27%	$3.70M
Pinnacle	43.35K	0.93%	$2.59M
Aa financial advisors	31.17K	0.40%	$1.86M
Verdence capital advisors	71.71K	0.29%	$4.28M
Hussman strategic advisors	10.50K	0.14%	$627.16K
Holdco asset management, lp	10.48K	0.10%	$625.97M
Jentner	5.72K	0.09%	$341.46K

Top Buyers

Holder	Shares	% Assets	Change
American century companies	122.65K	0.00%	70.58K
Cubist systematic strategies	17.45K	0.01%	17.45K
Lsv asset management	16.20K	0.00%	16.20K
Marshall wace, llp	90.66K	0.01%	14.22K
Hussman strategic advisors	10.50K	0.14%	10.50K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock funding, inc. /de	988.54K	0.00%	-28.50K
Ejf capital	49.40K	2.35%	-14.97K
Mittelman wealth management	-	-	-7.80K
Quadrature capital	-	-	-7.64K
Corebridge financial	-	-	-6.63K

New Positions

Holder	Shares	% Assets	Change	Value
Cubist systematic strategies	17.45K	0.01%	17.45K	$979.15K
Lsv asset management	16.20K	0.00%	16.20K	$968.00K
Hussman strategic advisors	10.50K	0.14%	10.50K	$627.16K
Holdco asset management, lp	10.48K	0.10%	10.48K	$625.97M
Atlantic union bankshares	9.89K	0.01%	9.89K	$590.73K

Sold Out

Holder	Change
Stephens consulting	-5.00
Parkside financial bank & trust	-10.00
Srs capital advisors	-14.00
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 %
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%
Jun 30, 2024	106	100.00%	4,644,636	147.26%	62	9.80%	90	500.00%	5	-72.22%

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 36.16%, followed by 11.17% insiders and 52.66% retail investors. The average institutional ownership in Burke & Herbert Bank & Trust's industry, Regional Banks Stocks, is 53.95%, 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 (988.54K shares, 6.60%), Burke & herbert bank & trust (259.5K shares, 1.73%), and Hutchinson capital management/ca (257.08K shares, 1.72%). Together, they hold 10.05% 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 3.47% of its assets in 259.5K Burke & Herbert Bank & Trust shares, valued at 15.5M$.

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