Burke & Herbert Financial Services Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 1.22 M | $87.56 M | 23.98% | 8.09% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 750.13 K | $53.90 M | 33.42% | 4.98% |
| STATE STREET CORP | 08/07/2026 | 557.55 K | $40.07 M | 38.05% | 3.70% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2026 | 489.21 K | $35.15 M | 42.85% | 3.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 462.14 K | $33.21 M | 21.73% | 3.07% |
| ENDEAVOUR CAPITAL ADVISORS INC | 08/07/2026 | 459.18 K | $33.00 M | 50.46% | 3.05% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 452.26 K | $32.50 M | 22.91% | 3.00% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 325.39 K | $20.27 M | 616.46% | 2.16% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 08/10/2026 | 259.08 K | $18.62 M | 0.39% | 1.72% |
| BURKE & HERBERT BANK & TRUST CO | 08/07/2026 | 217.74 K | $15.65 M | -1.77% | 1.45% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 172.88 K | $12.42 M | -5.60% | 1.15% |
| NORTHERN TRUST CORP | 08/13/2026 | 151.09 K | $10.86 M | 27.29% | 1.00% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 146.65 K | $10.54 M | 9.46% | 0.97% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 138.44 K | $9.95 M | 25.65% | 0.92% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 138.44 K | $9.95 M | 100.00% | 0.92% |
| CITADEL ADVISORS LLC | 09/02/2026 | 125.04 K | $8.99 M | 1,274.63% | 0.83% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2026 | 116.04 K | $8.34 M | 12.79% | 0.77% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 111.06 K | $7.98 M | 29.90% | 0.74% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 105.13 K | $7.55 M | 19.30% | 0.70% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2026 | 104.44 K | $7.51 M | 2.75% | 0.69% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 96.63 K | $6.94 M | 104.36% | 0.64% |
| MORGAN STANLEY | 08/13/2026 | 85.98 K | $6.18 M | -16.41% | 0.57% |
| JPMORGAN CHASE & CO | 08/12/2026 | 84.29 K | $6.07 M | 119.16% | 0.56% |
| FOURTHSTONE LLC | 08/14/2026 | 84.25 K | $6.15 M | -65.81% | 0.56% |
| CSM ADVISORS, LLC | 08/14/2026 | 82.74 K | $5.94 M | 100.00% | 0.55% |
| BANC FUNDS CO LLC | 08/13/2026 | 82.37 K | $5.92 M | 100.00% | 0.55% |
| VERDENCE CAPITAL ADVISORS LLC | 07/29/2026 | 78.75 K | $5.66 M | 0.00% | 0.52% |
| EMPOWERED FUNDS, LLC | 08/17/2026 | 71.53 K | $5.14 M | 6.32% | 0.47% |
| JUPITER ASSET MANAGEMENT LTD | 08/10/2026 | 64.24 K | $4.62 M | 100.00% | 0.43% |
| STIEVEN CAPITAL ADVISORS, L.P. | 08/14/2026 | 63.94 K | $4.59 M | 100.00% | 0.42% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 63.60 K | $4.57 M | 10.76% | 0.42% |
| NUMERAI GP LLC | 08/14/2026 | 55.00 K | $3.95 M | 100.00% | 0.37% |
| ROYCE & ASSOCIATES LP | 08/14/2026 | 54.97 K | $3.95 M | -6.99% | 0.36% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2026 | 52.42 K | $3.77 M | 36.60% | 0.35% |
| UBS GROUP AG | 08/13/2026 | 47.34 K | $3.40 M | 7.19% | 0.31% |
| PINNACLE HOLDINGS, LLC | 08/12/2026 | 43.16 K | $3.10 M | -0.18% | 0.29% |
| SEGALL BRYANT & HAMILL, LLC | 08/12/2026 | 42.19 K | $3.03 M | 100.00% | 0.28% |
| NUVEEN, LLC | 08/11/2026 | 39.51 K | $2.84 M | 82.81% | 0.26% |
| HRT FINANCIAL LP | 08/14/2026 | 38.92 K | $2.80 M | 100.00% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 37.57 K | $2.70 M | 16.72% | 0.25% |
| VOLEON CAPITAL MANAGEMENT LP | 08/14/2026 | 37.46 K | $2.69 M | 236.54% | 0.25% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 35.00 K | $2.52 M | 29.13% | 0.23% |
| SWISS NATIONAL BANK | 08/11/2026 | 33.30 K | $2.39 M | 25.19% | 0.22% |
| XTX TOPCO LTD | 08/14/2026 | 32.74 K | $2.35 M | 156.76% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 31.62 K | $2.27 M | 100.00% | 0.21% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 27.66 K | $1.99 M | 39.71% | 0.18% |
| D. E. SHAW & CO., INC. | 08/14/2026 | 26.60 K | $1.91 M | 43.04% | 0.18% |
| LSV ASSET MANAGEMENT | 08/06/2026 | 26.20 K | $1.88 M | -42.04% | 0.17% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2026 | 26.05 K | $1.87 M | 100.00% | 0.17% |
| MOORS & CABOT, INC. | 08/10/2026 | 24.86 K | $1.79 M | -4.24% | 0.17% |
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Burke & Herbert Financial Services Corp. institutional Ownership - FAQ's
During the previous two years, 241 institutional investors and hedge funds held shares of Burke & Herbert Financial Services Corp.. The most heavily invested institutionals were:
BlackRock, Inc.: 1.22 M
VANGUARD CAPITAL MANAGEMENT LLC: 750,129
STATE STREET CORP: 557,547
AMERICAN CENTURY COMPANIES INC: 489,212
GEODE CAPITAL MANAGEMENT, LLC: 462,137
ENDEAVOUR CAPITAL ADVISORS INC: 459,176
60.67% of Burke & Herbert Financial Services Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 10.93 M shares in the last 24 months. This purchase volume represents approximately $689.62 M in transactions.