BHRBBURKE HERBERT FINL SVCS CORP
CUSIP 12135Y108 · Yahoo Finance ↗ · Google Finance ↗
Burke Herbert Finl Svcs Corp (BHRB) has 162 institutional holders in Filings Flow’s 13F database, together reporting 6.72M shares worth $413M as of Q1 2026. The largest reported holders are Blackrock, Inc., Vanguard Group Inc, and Vanguard Capital Management LLC.
Institutional Holders
162
Q1 2026
Reported Value
$413M
Ticker
BHRB
Quarters Tracked
4
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC$441M AUM | 4.31% | $19M | 305.2K | Q1 2026OLDER |
| BURKE & HERBERT BANK & TRUST CO$362M AUM | 3.82% | $14M | 221.7K | Q1 2026OLDER |
| HUTCHINSON CAPITAL MANAGEMENT/CA$544M AUM | 2.95% | $16M | 258.1K | Q1 2026OLDER |
| Fourthstone LLC$590M AUM | 2.60% | $15M | 246.4K | Q1 2026OLDER |
| EVERMAY WEALTH MANAGEMENT LLC$902M AUM | 1.28% | $12M | 185.8K | Q1 2026OLDER |
| EJF Capital LP$142M AUM | 1.15% | $2M | 32.6K | Q4 2025OLDER |
| Quattro Advisors LLC$115M AUM | 0.61% | $704,060 | 11.3K | Q1 2026OLDER |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$111M AUM | 0.32% | $354,119 | 5.7K | Q1 2026OLDER |
| Verdence Capital Advisors LLC$1.7B AUM | 0.29% | $5M | 78.7K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.17% | $543,032 | 8.7K | Q4 2025OLDER |
| SALZHAUER MICHAEL$212M AUM | 0.17% | $360,236 | 5.8K | Q1 2026OLDER |
| LifeGuide Financial Advisors, LLC$351M AUM | 0.15% | $541,824 | 7.5K | Q2 2026 |
| PlanVest Financial, Inc$131M AUM | 0.15% | $202,533 | 3.3K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.13% | $6M | 102.9K | Q1 2026OLDER |
| Pacific Ridge Capital Partners, LLC$462M AUM | 0.08% | $351,939 | 5.7K | Q1 2026OLDER |
| Moors & Cabot, Inc.$2.3B AUM | 0.07% | $2M | 26.0K | Q1 2026OLDER |
| HoldCo Asset Management, LP$1.3B AUM | 0.05% | $652,799 | 10.5K | Q1 2026OLDER |
| FIRST UNITED BANK & TRUST$308M AUM | 0.05% | $140,838 | 2.3K | Q1 2026OLDER |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC$1.1B AUM | 0.04% | $472,827 | 7.6K | Q1 2026OLDER |
| ROYCE & ASSOCIATES LP$10.1B AUM | 0.04% | $4M | 59.1K | Q1 2026OLDER |
| MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM | 0.04% | $380,530 | 6.1K | Q1 2026OLDER |
| NTV ASSET MANAGEMENT LLC$910M AUM | 0.03% | $280,056 | 4.5K | Q1 2026OLDER |
| AVENIR CORP$820M AUM | 0.03% | $249,160 | 4.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.03% | $4M | 67.3K | Q2 2026 |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.02% | $231,245 | 3.2K | Q2 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM | 0.02% | $935,776 | 15.2K | Q3 2025OLDER |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$32.4B AUM | 0.02% | $6M | 101.6K | Q1 2026OLDER |
| MANGROVE PARTNERS IM, LLC$1.2B AUM | 0.02% | $229,975 | 3.7K | Q1 2026OLDER |
| Brooklyn Investment Group$3.2B AUM | 0.02% | $363,989 | 5.8K | Q4 2025OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 0.02% | $202,501 | 2.8K | Q2 2026 |
| Voleon Capital Management LP$4.6B AUM | 0.01% | $693,412 | 11.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $794,198 | 12.8K | Q1 2026OLDER |
| Brookstone Capital Management$8.7B AUM | 0.01% | $1M | 17.9K | Q3 2025OLDER |
| Fortitude Family Office, LLC$448M AUM | 0.01% | $55,002 | 883 | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.01% | $392,614 | 6.3K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.01% | $21M | 342.5K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.01% | $218,015 | 3.5K | Q1 2026OLDER |
| Quantbot Technologies LP$2.4B AUM | 0.01% | $217,828 | 3.5K | Q1 2026OLDER |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.01% | $460,324 | 7.4K | Q1 2026OLDER |
| Trexquant Investment LP$13.9B AUM | 0.01% | $691,422 | 11.2K | Q3 2025OLDER |
| Y-Intercept (Hong Kong) Ltd$5.3B AUM | 0.01% | $374,550 | 6.0K | Q1 2026OLDER |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM | 0.01% | $203,131 | 3.3K | Q4 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $269,093 | 4.3K | Q1 2026OLDER |
| Quadrature Capital Ltd$8.4B AUM | 0.01% | $468,234 | 7.5K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $448,488 | 7.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $253,271 | 4.1K | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $23M | 367.9K | Q1 2026OLDER |
| Susquehanna Portfolio Strategies, LLC$6.7B AUM | 0.00% | $291,517 | 4.7K | Q1 2026OLDER |
| Aquatic Capital Management LLC$3.5B AUM | 0.00% | $141,336 | 2.3K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $34,883 | 560 | Q1 2026OLDER |
| Brandywine Global Investment Management, LLC$14.9B AUM | 0.00% | $570,137 | 9.2K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $3M | 40.3K | Q1 2026OLDER |
| MOTCO$1.1B AUM | 0.00% | $36,440 | 585 | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $511,027 | 8.2K | Q1 2026OLDER |
| Jump Financial, LLC$7.5B AUM | 0.00% | $228,500 | 3.7K | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $361,694 | 5.8K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $1M | 21.9K | Q1 2026OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $498,631 | 8.0K | Q1 2026OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $479,882 | 7.7K | Q1 2026OLDER |
| TEACHER RETIREMENT SYSTEM OF TEXAS$24.0B AUM | 0.00% | $696,440 | 11.2K | Q4 2025OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $3M | 47.3K | Q1 2026OLDER |
| CITY HOLDING CO$800M AUM | 0.00% | $18,810 | 302 | Q1 2026OLDER |
| ALPS ADVISORS INC$21.3B AUM | 0.00% | $498,071 | 8.0K | Q1 2026OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.00% | $9,344 | 150 | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $296,316 | 4.8K | Q1 2026OLDER |
| Rafferty Asset Management, LLC$24.6B AUM | 0.00% | $532,704 | 8.6K | Q1 2026OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $70,325 | 1.1K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $207,986 | 3.3K | Q1 2026OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $232,466 | 3.7K | Q1 2026OLDER |
| Verition Fund Management LLC$15.4B AUM | 0.00% | $500,349 | 8.0K | Q4 2025OLDER |
| MARSHALL WACE, LLP$100.4B AUM | 0.00% | $2M | 32.4K | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $2M | 27.1K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $834,260 | 13.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.00% | $412,734 | 6.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $4M | 57.4K | Q1 2026OLDER |
| Universal- Beteiligungs- und Servicegesellschaft mbH$58.1B AUM | 0.00% | $917,781 | 14.7K | Q1 2026OLDER |
| Empower Advisory Group, LLC$38.5B AUM | 0.00% | $575,497 | 9.2K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $492,125 | 7.9K | Q4 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $24M | 379.6K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $15,378 | 214 | Q2 2026 |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $5M | 85.5K | Q1 2026OLDER |
| Arizona State Retirement System$17.1B AUM | 0.00% | $231,470 | 3.7K | Q1 2026OLDER |
| Man Group plc$55.1B AUM | 0.00% | $724,806 | 11.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $11M | 183.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $802,918 | 12.9K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $2,927 | 49 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2M | 38.4K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $44,164 | 709 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $61M | 982.8K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $7M | 110.2K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $5M | 88.1K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $587,955 | 9.4K | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $7M | 118.7K | Q1 2026OLDER |
| Swiss National Bank$173.8B AUM | 0.00% | $2M | 26.6K | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $3M | 45.4K | Q1 2026OLDER |
| Cubist Systematic Strategies, LLC$21.0B AUM | 0.00% | $191,610 | 3.1K | Q3 2025OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $35M | 562.2K | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $823,972 | 13.2K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $25M | 403.9K | Q1 2026OLDER |
| Vanguard Investments Australia, Ltd.$34.6B AUM | 0.00% | $293,760 | 4.7K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $502,526 | 8.1K | Q3 2025OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $915,218 | 14.7K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $11,524 | 185 | Q1 2026OLDER |
| KLP KAPITALFORVALTNING AS$25.5B AUM | 0.00% | $180,641 | 2.9K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $49M | 779.8K | Q4 2025OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $1M | 18.6K | Q1 2026OLDER |
| Zurcher Kantonalbank (Zurich Cantonalbank)$46.0B AUM | 0.00% | $281,613 | 4.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $228,106 | 3.7K | Q1 2026OLDER |
| PRINCIPAL FINANCIAL GROUP INC$187.2B AUM | 0.00% | $1M | 16.7K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $393,548 | 6.3K | Q1 2026OLDER |
| VANGUARD ASSET MANAGEMENT, Ltd$117.0B AUM | 0.00% | $593,624 | 9.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $521,118 | 8.4K | Q1 2026OLDER |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.00% | $375,173 | 6.0K | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $8M | 134.0K | Q1 2026OLDER |
| FIRST TRUST ADVISORS LP$140.0B AUM | 0.00% | $616,484 | 9.9K | Q1 2026OLDER |
| Quarry LP$558M AUM | 0.00% | $2,367 | 38 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $11,731 | 189 | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $378,817 | 6.1K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $1,495 | 24 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $3M | 44.2K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $281,987 | 4.5K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $12,894 | 207 | Q1 2026OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $1M | 21.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $6M | 97.4K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $1M | 23.7K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $242,557 | 3.9K | Q1 2026OLDER |
| STRS OHIO$25.2B AUM | 0.00% | $87,206 | 1.4K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $827,834 | 13.3K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $296,188 | 4.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $622,900 | 10.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $221,130 | 3.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $772,520 | 12.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 18.3K | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $979,697 | 15.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1M | 19.8K | Q2 2026 |
| HSBC HOLDINGS PLC$191.6B AUM | 0.00% | $423,016 | 6.8K | Q1 2026OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $521,056 | 8.4K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $5,605 | 78 | Q2 2026 |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $370,003 | 5.9K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $232,466 | 3.7K | Q1 2026OLDER |
| Janus Henderson Group Ltd.$209.4B AUM | 0.00% | $386,198 | 6.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 21.4K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $722,782 | 11.6K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $1M | 17.2K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $679,771 | 10.9K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $7,413 | 119 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 38.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $2M | 32.2K | Q1 2026OLDER |
| LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM | 0.00% | $36,814 | 591 | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $1,129 | 18.1K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $24,916 | 400 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $2,429 | 39 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $30,319 | 487 | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $1,059 | 17 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $409,267 | 6.6K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $566,590 | 9.1K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $137,163 | 2.2K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $2,616 | 42 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $528,842 | 8.5K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $1,184 | 19 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $294,000 | 4.7K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $3,517 | 57 | Q3 2025OLDER |
| Basecamp Wealth Advisors LLC$469M AUM | 0.00% | $187 | 3 | Q2 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $10,603 | 170 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $1,931 | 31 | Q2 2026 |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $1,818 | 29 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $4,299 | 69 | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $249 | 4 | Q1 2026OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $62 | 1 | Q1 2026OLDER |
| Eurizon Capital SGR S.p.A.$32.0B AUM | 0.00% | $3,365 | 54 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $112,071 | 1.8K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $125 | 2 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $872 | 14 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2,554 | 41 | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $62 | 1 | Q4 2025OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $250 | 4 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $747 | 12 | Q1 2026OLDER |
| Optiver Holding B.V.$289.5B AUM | 0.00% | $3,488 | 56 | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $125 | 2 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $748 | 12 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $62 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.