Burke & Herbert Financial Services Corp. BHRB
CIK 0001964333 · CUSIP 12135Y108
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | BlackRock Inc. CIK 1364742 · View history | $20.44M 439,808 shares | 0.00% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 02 | VANGUARD GROUP INC CIK 102909 · Amended · View history | $15.44M 332,190 shares | 0.00% | SEC filing ↗ Dec 18, 2023 | ▾ | |
| 03 | HUTCHINSON CAPITAL MANAGEMENT/CA CIK 1078246 · View history | $11.85M 255,080 shares | 2.79% | SEC filing ↗ Nov 9, 2023 | ▾ | |
| 04 | BURKE & HERBERT BANK & TRUST CO CIK 1101250 · View history | $11.22M 241,440 shares | 9.08% | SEC filing ↗ Oct 16, 2023 | ▾ | |
| 05 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $6.14M 132,225 shares | 0.00% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 06 | STATE STREET CORP CIK 93751 · View history | $4.34M 93,454 shares | 0.00% | SEC filing ↗ Nov 14, 2023 | ▾ | |
| 07 | McGinn Penninger Investment Management, Inc. CIK 1845031 · View history | $3.27M 70,401 shares | 2.58% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 08 | M3F, Inc. CIK 1511291 · View history | $2.47M 53,183 shares | 0.83% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 09 | NORTHERN TRUST CORP CIK 73124 · View history | $2.40M 51,698 shares | 0.00% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 10 | Moors & Cabot, Inc. CIK 1607239 · View history | $1.75M 37,769 shares | 0.12% | SEC filing ↗ Nov 8, 2023 | ▾ | |
| 11 | Sandy Spring Bank CIK 1457833 · View history | $1.21M 25,998 shares | 0.07% | SEC filing ↗ Oct 30, 2023 | ▾ | |
| 12 | Bank of New York Mellon Corp CIK 1390777 · View history | $923.04K 19,865 shares | 0.00% | SEC filing ↗ Oct 24, 2023 | ▾ | |
| 13 | FRANKLIN RESOURCES INC CIK 38777 · View history | $868.43K 18,690 shares | 0.00% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history | $846.45K 18,217 shares | 0.00% | SEC filing ↗ Nov 8, 2023 | ▾ | |
| 15 | HoldCo Asset Management, LP CIK 1724246 · View history | $486.95K 10,480 shares | 1.36% | SEC filing ↗ Nov 14, 2023 | ▾ | |
| 16 | Passive Capital Management, LLC. CIK 1958250 · View history | $434.91K 9,360 shares | 0.19% | SEC filing ↗ Sep 25, 2024 | ▾ | |
| 17 | Nuveen Asset Management, LLC CIK 1521019 · View history | $424.74K 9,141 shares | 0.00% | SEC filing ↗ Nov 14, 2023 | ▾ | |
| 18 | RHUMBLINE ADVISERS CIK 1115418 · View history | $374.73K 8,065 shares | 0.00% | SEC filing ↗ Nov 9, 2023 | ▾ | |
| 19 | Baird Financial Group, Inc. CIK 1648711 · View history | $371.72K 8,000 shares | 0.00% | SEC filing ↗ Nov 13, 2023 | ▾ | |
| 20 | WELLS FARGO & COMPANY/MN CIK 72971 · View history | $353.37K 7,605 shares | 0.00% | SEC filing ↗ Nov 13, 2023 | ▾ |
Showing 20 / 52 institutions. The complete set is available through the API.
Coverage & totals by quarter
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.
Explore all 52 reporting institutions.
This page includes 20 of 52 reporting institutions. Sign 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
+ 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 52 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.
MCP https://api.akkrudata.ai/mcp
get_institutional_security_holders
{"cusip":"12135Y108","quarter":"2023Q3","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 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.