Who Owns BHRB?
Burke & Herbert Financial Services Corp. — Institutional Ownership & 13F Holdings
$63.92
-0.04 (-0.05%)
Market Cap
$969.3M
Shares Outstanding
15,028,500
Institutional Holders
134
Total Inst. Value
$260.4M
% of Float Held
39.0%
QoQ Holder Change
+89
Institutional data as of Q1 2025
New Positions
33
Closed Positions
12
Increased
32
Decreased
35
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BlackRock, Inc. | $57.1M | 1,017,041 |
| 2 | VANGUARD GROUP INC | $41.5M | 740,512 |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $17.7M | 316,167 |
| 4 | DIMENSIONAL FUND ADVISORS LP | $17.4M | 309,497 |
| 5 | STATE STREET CORP | $16.5M | 293,597 |
| 6 | BURKE & HERBERT BANK & TRUST CONew | $14.1M | 251,695 |
| 7 | NORTHERN TRUST CORP | $7.3M | 130,293 |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCNew | $5.8M | 102,690 |
| 9 | ROYCE & ASSOCIATES LP | $4.6M | 82,589 |
| 10 | GOLDMAN SACHS GROUP INC | $4.0M | 71,849 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| VANGUARD GROUP INC | +8K | $41.5M |
| GEODE CAPITAL MANAGEMENT, LLC | +10K | $17.7M |
| BURKE & HERBERT BANK & TRUST CONew | +252K | $14.1M |
| NORTHERN TRUST CORP | +176 | $7.3M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCNew | +103K | $5.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Fourthstone LLC | -433K | $1.2M |
| DIMENSIONAL FUND ADVISORS LP | -31K | $17.4M |
| JPMORGAN CHASE & CO | -27K | $2.1M |
| MORGAN STANLEY | -16K | $3.1M |
| STATE STREET CORP | -12K | $16.5M |
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Frequently Asked Questions
How many institutional investors hold BHRB?
As of Q1 2025, 134 institutional investors report holding BHRB (Burke & Herbert Financial Services Corp.) in their 13F filings.
What percentage of Burke & Herbert Financial Services Corp. is owned by institutions?
Institutional investors hold approximately 39.0% of Burke & Herbert Financial Services Corp.'s float as reported in SEC 13F filings.
Which hedge fund owns the most BHRB?
The largest institutional holder of BHRB is BlackRock, Inc. with $57.1M in shares.
Are institutions buying or selling BHRB?
This quarter, 33 institutions opened new positions in BHRB and 12 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.