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 2012383 · View history | $63.93M 1,025,252 shares | 0.00% | +30.96K(+3.1%)Added | SEC filing ↗ Feb 7, 2025 | ▾ |
| 02 | VANGUARD GROUP INC CIK 102909 · View history | $45.66M 732,163 shares | 0.00% | +22.56K(+3.2%)Added | SEC filing ↗ Feb 11, 2025 | ▾ |
| 03 | Fourthstone LLC CIK 1767803 · View history | $28.34M 454,526 shares | 5.54% | +56.93K(+14.3%)Added | SEC filing ↗ Feb 13, 2025 | ▾ |
| 04 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $21.25M 340,697 shares | 0.01% | -15.09K(-4.2%)Reduced | SEC filing ↗ Feb 13, 2025 | ▾ |
| 05 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $19.08M 305,887 shares | 0.00% | -356(-0.1%)Reduced | SEC filing ↗ Feb 12, 2025 | ▾ |
| 06 | STATE STREET CORP CIK 93751 · View history | $19.07M 305,852 shares | 0.00% | +16.28K(+5.6%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 07 | HUTCHINSON CAPITAL MANAGEMENT/CA CIK 1078246 · View history | $16.03M 257,080 shares | 3.03% | -2.00K(-0.8%)Reduced | SEC filing ↗ Feb 10, 2025 | ▾ |
| 08 | BURKE & HERBERT BANK & TRUST CO CIK 1101250 · View history | $15.92M 255,358 shares | 3.78% | -6.50K(-2.5%)Reduced | SEC filing ↗ Jan 31, 2025 | ▾ |
| 09 | NORTHERN TRUST CORP CIK 73124 · View history | $8.11M 130,117 shares | 0.00% | +6.31K(+5.1%)Added | SEC filing ↗ Feb 14, 2025 | ▾ |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 884546 · View history | $6.89M 110,559 shares | 0.00% | +2.08K(+1.9%)Added | SEC filing ↗ Feb 6, 2025 | ▾ |
| 11 | ROYCE & ASSOCIATES LP CIK 906304 · View history | $5.14M 82,462 shares | 0.05% | -13.32K(-13.9%)Reduced | SEC filing ↗ Feb 10, 2025 | ▾ |
| 12 | MORGAN STANLEY CIK 895421 · Amended · View history | $4.38M 70,235 shares | 0.00% | +17.58K(+33.4%)Added | SEC filing ↗ May 15, 2025 | ▾ |
| 13 | Bank of New York Mellon Corp CIK 1390777 · View history | $4.28M 68,567 shares | 0.00% | -3.90K(-5.4%)Reduced | SEC filing ↗ Feb 4, 2025 | ▾ |
| 14 | Verdence Capital Advisors LLC CIK 1719305 · View history | $4.26M 68,384 shares | 0.34% | +16.88K(+32.8%)Added | SEC filing ↗ Feb 6, 2025 | ▾ |
| 15 | JPMORGAN CHASE & CO CIK 19617 · View history | $4.02M 64,526 shares | 0.00% | +31.33K(+94.4%)Added | SEC filing ↗ Feb 12, 2025 | ▾ |
| 16 | GOLDMAN SACHS GROUP INC CIK 886982 · View history | $3.85M 61,732 shares | 0.00% | +18.12K(+41.5%)Added | SEC filing ↗ Feb 11, 2025 | ▾ |
| 17 | EJF Capital LP CIK 1353254 · View history | $3.75M 60,158 shares | 2.58% | -306(-0.5%)Reduced | SEC filing ↗ Feb 14, 2025 | ▾ |
| 18 | Pinnacle Holdings, LLC CIK 1411784 · View history | $2.70M 43,292 shares | 1.02% | -92(-0.2%)Reduced | SEC filing ↗ Feb 13, 2025 | ▾ |
| 19 | Russell Investments Group, Ltd. CIK 1692234 · View history | $1.93M 31,019 shares | 0.00% | +1(0.0%)Added | SEC filing ↗ Feb 13, 2025 | ▾ |
| 20 | BARCLAYS PLC CIK 312069 · Amended · View history | $1.78M 28,601 shares | 0.00% | +6.38K(+28.7%)Added | SEC filing ↗ Mar 19, 2026 | ▾ |
Showing 20 / 120 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
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