Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

Burke & Herbert Financial Services Corp.

CIK 0001964333BHRB· quarter ending 2026-06-30

Shares outstanding

20,187,033

as of 2026-08-05 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

9,026,223

44.7% of shares outstanding

Holders

207

+44 vs 2026-03-31 · 64 new, 20 exited

Value

$645.5M

shares +33.3% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-05)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BHRB · NASDAQ	20,187,033	9,026,223	44.7%	207	12135Y108

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	12135Y108	COM	207	9,026,223	20,187,033	44.7%	$645.5M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (207 of 207 · 12135Y108)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	BlackRock, Inc.	1,218,420	6.04%	$87.6M	+235,661 (+24.0%)
2	VANGUARD CAPITAL MANAGEMENT LLC	750,129	3.72%	$53.9M	+187,914 (+33.4%)
3	STATE STREET CORP	557,547	2.76%	$40.1M	+153,679 (+38.1%)
4	AMERICAN CENTURY COMPANIES INC	489,212	2.42%	$35.2M	+146,743 (+42.8%)
5	GEODE CAPITAL MANAGEMENT, LLC	462,137	2.29%	$33.2M	+82,494 (+21.7%)
6	ENDEAVOUR CAPITAL ADVISORS INC	459,176	2.27%	$33.0M	+153,987 (+50.5%)
7	DIMENSIONAL FUND ADVISORS LP	452,257	2.24%	$32.5M	+84,309 (+22.9%)
8	ALLIANCEBERNSTEIN L.P.	325,388	1.61%	$20.3M	+279,972 (+616.5%)
9	HUTCHINSON CAPITAL MANAGEMENT/CA	259,080	1.28%	$18.6M	+1,000 (+0.4%)
10	BURKE & HERBERT BANK & TRUST CO	217,742	1.08%	$15.6M	-3,929 (-1.8%)
11	GOLDMAN SACHS GROUP INC	172,880	0.86%	$12.4M	-10,253 (-5.6%)
12	NORTHERN TRUST CORP	151,090	0.75%	$10.9M	+32,393 (+27.3%)
13	VANGUARD PORTFOLIO MANAGEMENT LLC	146,645	0.73%	$10.5M	+12,670 (+9.5%)
14	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	138,438	0.69%	$9.9M	+28,259 (+25.6%)
15	CITADEL ADVISORS LLC	125,036	0.62%	$9.0M	+115,940 (+1274.6%)
16	BRIDGEWAY CAPITAL MANAGEMENT, LLC	116,041	0.57%	$8.3M	+13,161 (+12.8%)
17	VANGUARD FIDUCIARY TRUST CO	111,057	0.55%	$8.0M	+25,565 (+29.9%)
18	Bank of New York Mellon Corp	105,134	0.52%	$7.6M	+17,005 (+19.3%)
19	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	104,444	0.52%	$7.5M	+2,800 (+2.8%)
20	TWO SIGMA INVESTMENTS, LP	96,630	0.48%	$6.9M	+49,345 (+104.4%)
21	MORGAN STANLEY	85,977	0.43%	$6.2M	-16,883 (-16.4%)
22	JPMORGAN CHASE & CO	84,287	0.42%	$6.1M	+45,827 (+119.2%)
23	Fourthstone LLC	84,248	0.42%	$6.1M	-162,173 (-65.8%)
24	CSM Advisors, LLC	82,740	0.41%	$5.9M	NEW
25	BANC FUNDS CO LLC	82,374	0.41%	$5.9M	NEW
26	Verdence Capital Advisors LLC	78,746	0.39%	$5.7M	—
27	Empowered Funds, LLC	71,532	0.35%	$5.1M	+4,252 (+6.3%)
28	JUPITER ASSET MANAGEMENT LTD	64,238	0.32%	$4.6M	NEW
29	Stieven Capital Advisors, L.P.	63,940	0.32%	$4.6M	NEW
30	AQR CAPITAL MANAGEMENT LLC	63,604	0.32%	$4.6M	+6,177 (+10.8%)
31	Numerai GP LLC	55,003	0.27%	$4.0M	NEW
32	ROYCE & ASSOCIATES LP	54,973	0.27%	$4.0M	-4,129 (-7.0%)
33	BNP PARIBAS FINANCIAL MARKETS	52,416	0.26%	$3.8M	+14,044 (+36.6%)
34	UBS Group AG	47,336	0.23%	$3.4M	+3,177 (+7.2%)
35	Cambridge Investment Research Advisors, Inc.	44,398	0.22%	$3.2M	+26,222 (+144.3%)
36	Pinnacle Holdings, LLC	43,156	0.21%	$3.1M	-77 (-0.2%)
37	SEGALL BRYANT & HAMILL, LLC	42,189	0.21%	$3.0M	NEW
38	Nuveen, LLC	39,512	0.20%	$2.8M	+17,898 (+82.8%)
39	HRT FINANCIAL LP	38,922	0.19%	$2.8M	NEW
40	BANK OF AMERICA CORP /DE/	37,570	0.19%	$2.7M	+5,382 (+16.7%)
41	Voleon Capital Management LP	37,464	0.19%	$2.7M	+26,332 (+236.5%)
42	Russell Investments Group, Ltd.	35,003	0.17%	$2.5M	+7,896 (+29.1%)
43	Swiss National Bank	33,300	0.16%	$2.4M	+6,700 (+25.2%)
44	XTX Topco Ltd	32,737	0.16%	$2.4M	+19,987 (+156.8%)
45	Kestra Advisory Services, LLC	31,620	0.16%	$2.3M	NEW
46	WELLS FARGO & COMPANY/MN	27,658	0.14%	$2.0M	+7,861 (+39.7%)
47	D. E. Shaw & Co., Inc.	26,599	0.13%	$1.9M	+8,003 (+43.0%)
48	LSV ASSET MANAGEMENT	26,200	0.13%	$1.9M	-19,000 (-42.0%)
49	Qube Research & Technologies Ltd	26,047	0.13%	$1.9M	NEW
50	Moors & Cabot, Inc.	24,858	0.12%	$1.8M	-1,100 (-4.2%)
51	FIRST TRUST ADVISORS LP	24,768	0.12%	$1.8M	+14,871 (+150.3%)
52	MILLENNIUM MANAGEMENT LLC	24,609	0.12%	$1.8M	+16,244 (+194.2%)
53	FRANKLIN RESOURCES INC	24,343	0.12%	$1.7M	+659 (+2.8%)
54	PRICE T ROWE ASSOCIATES INC /MD/	22,981	0.11%	$1.7M	+4,859 (+26.8%)
55	FIFTH THIRD BANCORP	21,876	0.11%	$1.6M	—
56	BARCLAYS PLC	21,230	0.11%	$1.5M	+5,502 (+35.0%)
57	RENAISSANCE TECHNOLOGIES LLC	20,965	0.10%	$1.5M	NEW
58	Rosenthal \| Henry Capital Advisors, Inc.	20,895	0.10%	$1.5M	NEW
59	RHUMBLINE ADVISERS	20,532	0.10%	$1.5M	+5,839 (+39.7%)
60	SALZHAUER MICHAEL	20,219	0.10%	$1.5M	+14,436 (+249.6%)
61	Quantinno Capital Management LP	20,176	0.10%	$1.4M	+10,737 (+113.8%)
62	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	19,752	0.10%	$1.4M	+6,524 (+49.3%)
63	Invesco Ltd.	19,657	0.10%	$1.4M	+2,459 (+14.3%)
64	MERCER GLOBAL ADVISORS INC /ADV	18,261	0.09%	$1.3M	-22,085 (-54.7%)
65	CITIGROUP INC	18,186	0.09%	$1.3M	+8,186 (+81.9%)
66	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	18,017	0.09%	$1.3M	-308 (-1.7%)
67	Quadrature Capital Ltd	17,974	0.09%	$1.3M	+10,457 (+139.1%)
68	PRINCIPAL FINANCIAL GROUP INC	17,766	0.09%	$1.3M	+1,102 (+6.6%)
69	Legal & General Group Plc	16,074	0.08%	$1.2M	+4,466 (+38.5%)
70	Enhancing Capital LLC	15,508	0.08%	$1.1M	NEW
71	DEUTSCHE BANK AG\	15,464	0.08%	$1.1M	+2,174 (+16.4%)
72	Universal- Beteiligungs- und Servicegesellschaft mbH	15,093	0.07%	$1.1M	+359 (+2.4%)
73	NATIXIS ADVISORS, LLC	14,708	0.07%	$1.1M	NEW
74	RAYMOND JAMES FINANCIAL INC	14,665	0.07%	$1.1M	+2,263 (+18.2%)
75	Wealthspire Advisors, LLC	13,655	0.07%	$981K	+8,898 (+187.1%)
76	Balyasny Asset Management L.P.	13,576	0.07%	$976K	NEW
77	Wealth Management Associates, Inc.	13,369	0.07%	$961K	NEW
78	BROWN ADVISORY INC	13,200	0.07%	$949K	NEW
79	VANGUARD ASSET MANAGEMENT, Ltd	13,163	0.07%	$946K	+3,633 (+38.1%)
80	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	12,434	0.06%	$874K	-918 (-6.9%)
81	Baird Financial Group, Inc.	12,120	0.06%	$871K	-770 (-6.0%)
82	DAVENPORT & Co LLC	11,998	0.06%	$862K	+3,794 (+46.2%)
83	MANGROVE PARTNERS IM, LLC	11,034	0.05%	$793K	+7,342 (+198.9%)
84	Select Asset Management & Trust	10,831	0.05%	$778K	NEW
85	AMERIPRISE FINANCIAL INC	10,732	0.05%	$771K	-181 (-1.7%)
86	Quattro Advisors LLC	10,670	0.05%	$767K	-633 (-5.6%)
87	HoldCo Asset Management, LP	10,480	0.05%	$753K	—
88	Rafferty Asset Management, LLC	10,222	0.05%	$735K	+1,670 (+19.5%)
89	OSAIC HOLDINGS, INC.	9,974	0.05%	$717K	+6,080 (+156.1%)
90	PHILADELPHIA TRUST CO	9,858	0.05%	$708K	—
91	MetLife Investment Management, LLC	9,489	0.05%	$682K	+1,785 (+23.2%)
92	Pacific Ridge Capital Partners, LLC	9,203	0.05%	$661K	+3,553 (+62.9%)
93	SG Americas Securities, LLC	8,912	0.04%	$640K	+5,448 (+157.3%)
94	Passive Capital Management, LLC.	8,715	0.04%	$543K	NEW
95	VOLORIDGE INVESTMENT MANAGEMENT, LLC	8,711	0.04%	$626K	NEW
96	J.W. COLE ADVISORS, INC.	8,483	0.04%	$610K	NEW
97	Atlantic Union Bankshares Corp	8,467	0.04%	$608K	+1,077 (+14.6%)
98	LPL Financial LLC	8,362	0.04%	$601K	+1,792 (+27.3%)
99	Summit Trail Advisors, LLC	8,268	0.04%	$594K	NEW
100	Modera Wealth Management, LLC	8,200	0.04%	$589K	+1,000 (+13.9%)
101	Schonfeld Strategic Advisors LLC	8,133	0.04%	$584K	NEW
102	ALPS ADVISORS INC	8,081	0.04%	$581K	+85 (+1.1%)
103	&PARTNERS	8,000	0.04%	$575K	-5 (-0.1%)
104	ExodusPoint Capital Management, LP	7,923	0.04%	$569K	NEW
105	Jain Global LLC	7,726	0.04%	$555K	NEW
106	LifeGuide Financial Advisors, LLC	7,540	0.04%	$542K	NEW
107	Vanguard Global Advisers, LLC	7,484	0.04%	$538K	+1,544 (+26.0%)
108	FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	7,365	0.04%	$529K	-226 (-3.0%)
109	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	7,119	0.04%	$512K	+801 (+12.7%)
110	Mariner, LLC	7,066	0.04%	$508K	+3,516 (+99.0%)
111	Aigen Investment Management, LP	6,931	0.03%	$498K	NEW
112	LS Investment Advisors, LLC	6,856	0.03%	$493K	NEW
113	CAPTRUST FINANCIAL ADVISORS	6,714	0.03%	$482K	NEW
114	Pathstone Holdings, LLC	6,626	0.03%	$476K	—
115	NEW YORK STATE COMMON RETIREMENT FUND	6,459	0.03%	$464K	+1,932 (+42.7%)
116	SEI INVESTMENTS CO	6,428	0.03%	$462K	-1,938 (-23.2%)
117	TCTC Holdings, LLC	6,303	0.03%	$453K	—
118	Jupiter Topco LLC	6,200	0.03%	$446K	NEW
119	PRUDENTIAL FINANCIAL INC	6,119	0.03%	$440K	+96 (+1.6%)
120	ROYAL BANK OF CANADA	5,787	0.03%	$415K	+1,072 (+22.7%)
121	Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies	5,685	0.03%	$409K	—
122	Sequoia Financial Advisors, LLC	5,664	0.03%	$407K	NEW
123	Creative Planning	5,601	0.03%	$402K	NEW
124	Focus Partners Wealth	5,304	0.03%	$381K	-777 (-12.8%)
125	FIDELITY D & D BANCORP INC	5,227	0.03%	$376K	NEW
126	Freestone Grove Partners LP	5,067	0.03%	$364K	NEW
127	Corient Private Wealth LP	5,009	0.02%	$360K	NEW
128	Brevan Howard Capital Management LP	4,872	0.02%	$350K	NEW
129	Sterling Capital Management LLC	4,828	0.02%	$347K	+762 (+18.7%)
130	STIFEL FINANCIAL CORP	4,755	0.02%	$342K	—
131	Vanguard Investments Australia, Ltd.	4,716	0.02%	$339K	—
132	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	4,668	0.02%	$335K	NEW
133	ARIZONA STATE RETIREMENT SYSTEM	4,575	0.02%	$329K	+859 (+23.1%)
134	Aquatic Capital Management LLC	4,555	0.02%	$327K	+2,286 (+100.7%)
135	Zurcher Kantonalbank (Zurich Cantonalbank)	4,521	0.02%	$325K	—
136	Atom Investors LP	4,427	0.02%	$318K	NEW
137	Police & Firemen's Retirement System of New Jersey	4,406	0.02%	$317K	+674 (+18.1%)
138	TRUIST FINANCIAL CORP	4,365	0.02%	$314K	NEW
139	RITHOLTZ WEALTH MANAGEMENT	4,329	0.02%	$311K	NEW
140	Cassaday & Co Wealth Management LLC	4,320	0.02%	$310K	—
141	COMMONWEALTH EQUITY SERVICES, LLC	4,129	0.02%	$297K	NEW
142	Cetera Investment Advisers	4,109	0.02%	$295K	NEW
143	MANUFACTURERS LIFE INSURANCE COMPANY, THE	4,054	0.02%	$291K	+322 (+8.6%)
144	Bernardo Wealth Planning LLC	3,858	0.02%	$277K	NEW
145	KLP KAPITALFORVALTNING AS	3,800	0.02%	$273K	+900 (+31.0%)
146	Ceeto Capital Group, LLC	3,536	0.02%	$254K	—
147	LOWE BROCKENBROUGH & CO INC	3,500	0.02%	$252K	—
148	Virtu Financial LLC	3,478	0.02%	$250K	NEW
149	PlanVest Financial, Inc	3,262	0.02%	$234K	+11 (+0.3%)
150	VOYA INVESTMENT MANAGEMENT LLC	3,236	0.02%	$233K	NEW
151	Graves Light Lenhart Wealth, Inc.	3,218	0.02%	$231K	—
152	Pictet Asset Management Holding SA	2,978	0.01%	$214K	NEW
153	INTECH INVESTMENT MANAGEMENT LLC	2,935	0.01%	$211K	-404 (-12.1%)
154	ALLSTATE CORP	2,909	0.01%	$209K	NEW
155	Stonebridge Financial Group, LLC	2,818	0.01%	$203K	NEW
156	PNC Financial Services Group, Inc.	2,210	0.01%	$159K	+8 (+0.4%)
157	FIRST UNITED BANK & TRUST	2,202	0.01%	$158K	-59 (-2.6%)
158	FMR LLC	1,955	0.01%	$140K	+156 (+8.7%)
159	STRS OHIO	1,700	0.01%	$122K	+300 (+21.4%)
160	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	1,494	0.01%	$107K	NEW
161	Larson Financial Group LLC	1,457	0.01%	$105K	+1,455 (+72750.0%)
162	Ameritas Investment Partners, Inc.	1,421	0.01%	$102K	+292 (+25.9%)
163	FEDERATED HERMES, INC.	1,395	0.01%	$100K	NEW
164	Arax Advisory Partners	938	0.00%	$67K	NEW
165	Fortitude Family Office, LLC	885	0.00%	$64K	+2 (+0.2%)
166	Tower Research Capital LLC (TRC)	710	0.00%	$51K	+1 (+0.1%)
167	Heritage Wealth Advisors	666	0.00%	$48K	NEW
168	State of Alaska, Department of Revenue	606	0.00%	$43K	—
169	HHM Wealth Advisors, LLC	560	0.00%	$40K	—
170	Steward Partners Investment Advisory, LLC	400	0.00%	$29K	—
171	CITY HOLDING CO	302	0.00%	$22K	—
172	Versant Capital Management, Inc	214	0.00%	$15K	+164 (+328.0%)
173	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	202	0.00%	$15K	+201 (+20100.0%)
174	Smartleaf Asset Management LLC	189	0.00%	$14K	—
175	Quantbot Technologies LP	175	0.00%	$13K	-3,322 (-95.0%)
176	Essential Partners LLC	156	0.00%	$11K	+11 (+7.6%)
177	NISA INVESTMENT ADVISORS, LLC	154	0.00%	$11K	+140 (+1000.0%)
178	BROWN, LISLE/CUMMINGS, INC.	150	0.00%	$11K	—
179	LOS ANGELES CAPITAL MANAGEMENT LLC	144	0.00%	$10K	-447 (-75.6%)
180	US BANCORP \DE\	137	0.00%	$10K	+96 (+234.1%)
181	EverSource Wealth Advisors, LLC	137	0.00%	$10K	-70 (-33.8%)
182	Allworth Financial LP	136	0.00%	$10K	+67 (+97.1%)
183	IFP Advisors, Inc	129	0.00%	$9K	+10 (+8.4%)
184	Optiver Holding B.V.	107	0.00%	$8K	+51 (+91.1%)
185	Bare Financial Services, Inc	100	0.00%	$7K	NEW
186	GAMMA Investing LLC	78	0.00%	$6K	+12 (+18.2%)
187	UMB Bank, n.a.	58	0.00%	$4K	NEW
188	Silver Grove Financial Group, Inc.	57	0.00%	$4K	NEW
189	SIGNATUREFD, LLC	55	0.00%	$4K	+26 (+89.7%)
190	JONES FINANCIAL COMPANIES LLLP	53	0.00%	$4K	NEW
191	HARBOR CAPITAL ADVISORS, INC.	53	0.00%	$4K	NEW
192	Advocate Investing Services LLC	50	0.00%	$4K	NEW
193	Parallel Advisors, LLC	46	0.00%	$3K	+15 (+48.4%)
194	Quarry LP	38	0.00%	$3K	—
195	ROTHSCHILD INVESTMENT LLC	29	0.00%	$2K	-10 (-25.6%)
196	Covestor Ltd	28	0.00%	$2K	+12 (+75.0%)
197	True Wealth Design, LLC	23	0.00%	$2K	-1 (-4.2%)
198	SHP Wealth Management	20	0.00%	$1K	NEW
199	Continuum Advisory, LLC	17	0.00%	$1K	NEW
200	Pinnacle Wealth Planning Services, Inc.	17	0.00%	$1K	—
201	Clearstead Advisors, LLC	12	0.00%	$863	NEW
202	SBI Securities Co., Ltd.	3	0.00%	$216	-39 (-92.9%)
203	Kilter Group LLC	2	0.00%	$144	NEW
204	SJS Investment Consulting Inc.	1	0.00%	$72	NEW
205	Global Retirement Partners, LLC	1	0.00%	$72	NEW
206	Keating Financial Advisory Services, Inc.	1	0.00%	$72	NEW
207	Farther Finance Advisors, LLC	1	0.00%	$72	-1 (-50.0%)

Exited since 2026-03-31 (20 filers; largest 20 shown)

EVERMAY WEALTH MANAGEMENT LLC	−185,765
JANE STREET GROUP, LLC	−21,378
Man Group plc	−11,636
Empower Advisory Group, LLC	−9,239
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−8,490
HSBC HOLDINGS PLC	−6,802
JANUS HENDERSON GROUP PLC	−6,200
MIRABELLA FINANCIAL SERVICES LLP	−6,109
Y-Intercept (Hong Kong) Ltd	−6,013
Susquehanna Portfolio Strategies, LLC	−4,680
NTV Asset Management LLC	−4,496
AVENIR CORP	−4,000
CWM, LLC	−3,662
MOTCO	−585
True Link Financial Advisors, LLC	−185
Root Financial Partners, LLC	−19
Rockefeller Capital Management L.P.	−12
Sunbelt Securities, Inc.	−4
MAI Capital Management	−4
TWIN PEAKS WEALTH ADVISORS, LLC	−1

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
LEHMAN KENNETH R	SCHEDULE 13G/A	2026-08-24	2026-08-13	993,343	4.9%
Kenneth R. Lehman	SCHEDULE 13G	2026-05-04	2026-05-01	1,178,496	5.85%
The Vanguard Group	SCHEDULE 13G/A	2026-03-26	2026-03-13	0	0%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.