Burke & Herbert Financial Services Corp. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/12/2026 | 980.25 K | $61.08 M | 0.72% | 6.47% |
| VANGUARD GROUP INC | 01/29/2026 | 779.80 K | $48.59 M | 1.88% | 5.15% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 370.71 K | $23.10 M | -0.91% | 2.45% |
| STATE STREET CORP | 02/13/2026 | 360.85 K | $22.48 M | -5.92% | 2.38% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 317.99 K | $19.81 M | 12.78% | 2.10% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 271.72 K | $16.93 M | 34.71% | 1.79% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 02/09/2026 | 258.08 K | $16.08 M | 0.00% | 1.70% |
| BURKE & HERBERT BANK & TRUST CO | 02/12/2026 | 221.75 K | $13.82 M | -13.77% | 1.46% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 164.26 K | $10.24 M | 68.50% | 1.08% |
| ENDEAVOUR CAPITAL ADVISORS INC | 02/09/2026 | 125.32 K | $7.81 M | 22.00% | 0.83% |
| NORTHERN TRUST CORP | 02/17/2026 | 112.88 K | $7.03 M | -8.40% | 0.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 109.47 K | $6.82 M | -1.56% | 0.72% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 02/17/2026 | 105.64 K | $6.58 M | 0.67% | 0.70% |
| MORGAN STANLEY | 02/13/2026 | 97.36 K | $6.07 M | 58.20% | 0.64% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 89.58 K | $5.58 M | 27.43% | 0.59% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/17/2026 | 81.65 K | $5.09 M | 235.37% | 0.54% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 74.55 K | $4.65 M | 15.02% | 0.49% |
| FOURTHSTONE LLC | 02/13/2026 | 72.66 K | $4.53 M | -47.25% | 0.48% |
| VERDENCE CAPITAL ADVISORS LLC | 01/29/2026 | 66.67 K | $4.15 M | -1.54% | 0.44% |
| ROYCE & ASSOCIATES LP | 02/09/2026 | 60.00 K | $3.74 M | -20.68% | 0.40% |
| JPMORGAN CHASE & CO | 02/11/2026 | 56.43 K | $3.52 M | 2.27% | 0.37% |
| EMPOWERED FUNDS, LLC | 02/18/2026 | 46.05 K | $2.87 M | 121.97% | 0.30% |
| LSV ASSET MANAGEMENT | 02/06/2026 | 45.20 K | $2.82 M | 10.51% | 0.30% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 45.02 K | $2.80 M | 19.67% | 0.30% |
| PINNACLE HOLDINGS, LLC | 02/12/2026 | 43.29 K | $2.70 M | 0.00% | 0.29% |
| UBS GROUP AG | 01/29/2026 | 33.15 K | $2.07 M | -16.03% | 0.22% |
| EJF CAPITAL LLC | 02/17/2026 | 32.62 K | $2.03 M | -34.57% | 0.22% |
| MARSHALL WACE, LLP | 02/13/2026 | 32.39 K | $2.02 M | -33.23% | 0.21% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 31.96 K | $1.99 M | -11.96% | 0.21% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 29.84 K | $1.86 M | 17.24% | 0.20% |
| BNP PARIBAS ARBITRAGE, SNC | 02/10/2026 | 28.50 K | $1.78 M | 59.59% | 0.19% |
| BARCLAYS PLC | 02/13/2026 | 28.39 K | $1.77 M | 13.75% | 0.19% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 27.18 K | $1.69 M | 0.00% | 0.18% |
| SWISS NATIONAL BANK | 02/12/2026 | 26.60 K | $1.66 M | 1.92% | 0.18% |
| MOORS & CABOT, INC. | 02/10/2026 | 25.96 K | $1.62 M | 0.00% | 0.17% |
| FIFTH THIRD BANCORP | 02/02/2026 | 21.88 K | $1.36 M | 0.00% | 0.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 19.97 K | $1.24 M | -9.12% | 0.13% |
| NUVEEN, LLC | 02/12/2026 | 19.92 K | $1.24 M | -4.14% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 19.13 K | $1.19 M | -7.73% | 0.13% |
| D. E. SHAW & CO., INC. | 02/17/2026 | 18.93 K | $1.18 M | -29.19% | 0.13% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 18.17 K | $1.13 M | 9.27% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 17.90 K | $1.12 M | 0.00% | 0.12% |
| INVESCO LTD. | 02/19/2026 | 16.39 K | $1.02 M | 12.49% | 0.11% |
| RHUMBLINE ADVISERS | 02/13/2026 | 15.80 K | $984.30 K | -10.93% | 0.10% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 15.46 K | $963.50 K | 20.79% | 0.10% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 14.97 K | $932.66 K | 0.00% | 0.10% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 02/17/2026 | 14.87 K | $927.00 K | 21.36% | 0.10% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 01/28/2026 | 14.73 K | $918.08 K | 0.23% | 0.10% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 14.42 K | $899.71 K | 7.70% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 13.64 K | $850.10 K | 0.99% | 0.09% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Burke & Herbert Financial Services Corp. institutional Ownership - FAQ's
During the previous two years, 170 institutional investors and hedge funds held shares of Burke & Herbert Financial Services Corp.. The most heavily invested institutionals were:
Bank of New York Mellon Corp: 88,129
Verdence Capital Advisors LLC: 78,746
UBS Group AG: 44,159
FIFTH THIRD BANCORP: 21,876
Nuveen, LLC: 21,614
Cambridge Investment Research Advisors, Inc.: 18,176
39.24% of Burke & Herbert Financial Services Corp. stock is owned by institutional investors.
Institutional investors have bought a total of 7.02 M shares in the last 24 months. This purchase volume represents approximately $442.62 M in transactions.