Burke & Herbert Financial Services Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 982.76 K | $61.22 M | 0.26% | 6.49% |
| 05/15/2026 | 562.22 K | $35.02 M | 100.00% | 3.71% | |
| STATE STREET CORP | 05/15/2026 | 403.87 K | $25.16 M | 11.92% | 2.67% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 379.64 K | $23.65 M | 2.41% | 2.51% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 367.95 K | $22.92 M | 15.71% | 2.43% |
| AMERICAN CENTURY COMPANIES INC | 05/15/2026 | 342.47 K | $21.33 M | 26.04% | 2.26% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/11/2026 | 305.19 K | $19.01 M | 143.52% | 2.02% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 05/12/2026 | 258.08 K | $16.08 M | 0.00% | 1.70% |
| FOURTHSTONE LLC | 05/15/2026 | 246.42 K | $15.35 M | 239.13% | 1.63% |
| BURKE & HERBERT BANK & TRUST CO | 05/08/2026 | 221.67 K | $13.81 M | -0.03% | 1.46% |
| EVERMAY WEALTH MANAGEMENT LLC | 05/12/2026 | 185.77 K | $11.57 M | 100.00% | 1.23% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 183.13 K | $11.41 M | 11.49% | 1.21% |
| 05/08/2026 | 133.98 K | $8.35 M | 100.00% | 0.88% | |
| NORTHERN TRUST CORP | 05/14/2026 | 118.70 K | $7.39 M | 5.16% | 0.78% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 110.18 K | $6.86 M | 0.64% | 0.73% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2026 | 102.88 K | $6.41 M | 26.00% | 0.68% |
| MORGAN STANLEY | 05/15/2026 | 102.86 K | $6.41 M | 5.65% | 0.68% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/15/2026 | 101.64 K | $6.33 M | -3.79% | 0.67% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 88.13 K | $5.49 M | -1.62% | 0.58% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 85.49 K | $5.33 M | 100.00% | 0.56% |
| VERDENCE CAPITAL ADVISORS LLC | 04/30/2026 | 78.75 K | $4.91 M | 18.12% | 0.52% |
| EMPOWERED FUNDS, LLC | 06/16/2026 | 67.28 K | $4.19 M | 46.09% | 0.44% |
| ROYCE & ASSOCIATES LP | 05/12/2026 | 59.10 K | $3.68 M | -1.49% | 0.39% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 57.43 K | $3.58 M | -22.97% | 0.38% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 47.29 K | $2.95 M | 47.94% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 18.18 K | $1.13 M | 1.54% | 0.12% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 45.42 K | $2.83 M | 0.89% | 0.30% |
| LSV ASSET MANAGEMENT | 05/11/2026 | 45.20 K | $2.82 M | 0.00% | 0.30% |
| UBS GROUP AG | 05/05/2026 | 44.16 K | $2.75 M | 33.23% | 0.29% |
| PINNACLE HOLDINGS, LLC | 05/08/2026 | 43.23 K | $2.69 M | -0.13% | 0.29% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 40.35 K | $2.51 M | 102.04% | 0.27% |
| JPMORGAN CHASE & CO | 05/13/2026 | 38.46 K | $2.38 M | -31.85% | 0.25% |
| BNP PARIBAS ARBITRAGE, SNC | 05/12/2026 | 38.37 K | $2.39 M | 34.66% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 32.19 K | $2.00 M | 68.30% | 0.21% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 27.11 K | $1.69 M | -0.26% | 0.18% |
| SWISS NATIONAL BANK | 05/07/2026 | 26.60 K | $1.66 M | 0.00% | 0.18% |
| MOORS & CABOT, INC. | 05/08/2026 | 25.96 K | $1.62 M | 0.00% | 0.17% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 23.68 K | $1.48 M | 58.23% | 0.16% |
| FIFTH THIRD BANCORP | 05/01/2026 | 21.88 K | $1.36 M | 0.00% | 0.14% |
| NUVEEN, LLC | 04/30/2026 | 21.61 K | $1.35 M | 8.51% | 0.14% |
| JANE STREET GROUP, LLC | 05/12/2026 | 21.38 K | $1.33 M | 100.00% | 0.14% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 19.80 K | $1.23 M | -33.66% | 0.13% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 18.60 K | $1.16 M | -1.75% | 0.12% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 18.33 K | $1.14 M | 0.84% | 0.12% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 18.12 K | $1.13 M | 21.84% | 0.12% |
| INVESCO LTD. | 05/12/2026 | 17.20 K | $1.07 M | 4.94% | 0.11% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 16.66 K | $1.04 M | 100.00% | 0.11% |
| BARCLAYS PLC | 05/15/2026 | 15.73 K | $979.70 K | -44.60% | 0.10% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 05/11/2026 | 14.73 K | $917.78 K | 0.00% | 0.10% |
| RHUMBLINE ADVISERS | 05/12/2026 | 14.69 K | $915.22 K | -6.99% | 0.10% |
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Burke & Herbert Financial Services Corp. institutional Ownership - FAQ's
During the previous two years, 182 institutional investors and hedge funds held shares of Burke & Herbert Financial Services Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 982,759
STATE STREET CORP: 403,868
GEODE CAPITAL MANAGEMENT, LLC: 379,643
DIMENSIONAL FUND ADVISORS LP: 367,948
AMERICAN CENTURY COMPANIES INC: 342,469
ENDEAVOUR CAPITAL ADVISORS INC: 305,189
44.74% of Burke & Herbert Financial Services Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 7.84 M shares in the last 24 months. This purchase volume represents approximately $494.31 M in transactions.