Company · Ownership research

Burke & Herbert Financial Services Corp. BHRB

CIK 0001964333 · CUSIP 12135Y108

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

This page lists the top 20 of 74 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	ENDEAVOUR CAPITAL ADVISORS INC CIK 1218749 · View history	$34.64M 504,989 shares	6.90%	+45.81K(+10.00%)Added	SEC filing ↗ Nov 6, 2026	▾
02	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$32.73M 477,144 shares	0.01%	+24.89K(+5.50%)Added	SEC filing ↗ Nov 4, 2026	▾
03	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$32.69M 476,525 shares	0.00%	+14.39K(+3.10%)Added	SEC filing ↗ Nov 6, 2026	▾
04	BURKE & HERBERT BANK & TRUST CO CIK 1101250 · View history	$14.27M 208,035 shares	3.55%	-9.71K(-4.50%)Reduced	SEC filing ↗ Nov 2, 2026	▾
05	Bank of New York Mellon Corp CIK 1390777 · View history	$7.61M 110,993 shares	0.00%	+5.86K(+5.60%)Added	SEC filing ↗ Nov 5, 2026	▾
06	Verdence Capital Advisors LLC CIK 1719305 · View history	$5.40M 78,746 shares	0.23%	0(0.00%)Unchanged	SEC filing ↗ Oct 26, 2026	▾
07	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$4.11M 59,900 shares	0.00%	+42.13K(+237.20%)Added	SEC filing ↗ Nov 2, 2026	▾
08	Russell Investments Group, Ltd. CIK 1692234 · View history	$2.40M 35,010 shares	0.00%	+7(0.00%)Added	SEC filing ↗ Nov 6, 2026	▾
09	Kestra Advisory Services, LLC CIK 1830819 · View history	$2.17M 31,624 shares	0.01%	+4(0.00%)Added	SEC filing ↗ Nov 2, 2026	▾
10	LSV ASSET MANAGEMENT CIK 1050470 · View history	$1.80M 26,200 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 6, 2026	▾
11	SALZHAUER MICHAEL CIK 1059543 · View history	$1.65M 24,121 shares	0.70%	+3.90K(+19.30%)Added	SEC filing ↗ Oct 28, 2026	▾
12	Moors & Cabot, Inc. CIK 1607239 · View history	$1.59M 23,231 shares	0.06%	-1.63K(-6.50%)Reduced	SEC filing ↗ Nov 6, 2026	▾
13	Cambridge Investment Research Advisors, Inc. CIK 1419186 · View history	$1.55M 22,569 shares	0.00%	+370(+1.70%)Added	SEC filing ↗ Nov 2, 2026	▾
14	FIFTH THIRD BANCORP CIK 35527 · View history	$1.50M 21,876 shares	0.00%	0(0.00%)Unchanged	SEC filing ↗ Nov 5, 2026	▾
15	BARCLAYS PLC CIK 312069 · View history	$1.50M 21,837 shares	0.00%	+607(+2.90%)Added	SEC filing ↗ Nov 6, 2026	▾
16	Rosenthal \| Henry Capital Advisors, Inc. CIK 1697539 · View history	$1.43M 20,895 shares	1.32%	0(0.00%)Unchanged	SEC filing ↗ Oct 27, 2026	▾
17	DEUTSCHE BANK AG\ CIK 948046 · View history	$1.12M 16,278 shares	0.00%	+814(+5.30%)Added	SEC filing ↗ Nov 6, 2026	▾
18	Enhancing Capital LLC CIK 1909572 · View history	$1.06M 15,508 shares	0.74%	0(0.00%)Unchanged	SEC filing ↗ Oct 26, 2026	▾
19	CITIGROUP INC CIK 831001 · View history	$999.91K 14,576 shares	0.00%	-3.61K(-19.90%)Reduced	SEC filing ↗ Nov 4, 2026	▾
20	LifeGuide Financial Advisors, LLC CIK 1908585 · View history	$978.25K 14,260 shares	0.27%	+6.72K(+89.10%)Added	SEC filing ↗ Oct 20, 2026	▾

Showing 20 / 74 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

Cancelled or null records excluded

Disclosed shares

2,355,027

Not deduplicated across managers

Disclosed value

$161.56M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Burke & Herbert Financial Services Corp. · Q3 2026

Explore all 74 reporting institutions.

This page includes 20 of 74 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

Download CSV
Earlier quarters
Advanced screening & filtering
API & AI access

Already have an account?

＋ New accounts get free API credits to explore data beyond ownership filings.

For AI agents & developers

The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 74 reporting institutions; totals use the complete disclosed data.

Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.

MCP  https://api.akkrudata.ai/mcp

akkru_institutional_holdings
{"action":"holders","cusip":"12135Y108","quarter":"2026Q3","type":"positions","page_size":100}

Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.

MCP endpoint: https://api.akkrudata.ai/mcp
API / MCP / CLI documentation: /documents
llms.txt: /llms.txt

Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.