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Disclosery

BHRB BURKE HERBERT FINL SVCS CORP

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COM (common), issuer CIK 1964333

201 managers (207 13F filers) reported a position in BHRB shares at 2026-06-30, 9,004,195 shares in all. 63 filers opened a position and 17 filers sold out during the quarter.

Managers
201
13F filers
207
New
63
Added
94
Reduced
27
Sold out
17
Shares held by filers
9,004,195

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BlackRock, Inc.in group BlackRock, Inc.1,218,420$87.6M<0.01%+235,66113F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding1,033,194$74.2M+231,326Timeline
STATE STREET CORPin group STATE STREET CORP557,547$40.1M<0.01%+153,67913F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC489,212$35.2M0.02%+146,74313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC462,137$33.2M<0.01%+82,49413F-HRTimelineGroup
ENDEAVOUR CAPITAL ADVISORS INC459,176$33M6.77%+153,98713F-HRTimeline
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP452,257$32.5M0.01%+84,30913F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.325,388$20.3M0.01%+279,97213F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA259,080$18.6M3.19%+1,00013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO217,742$15.6M3.88%-3,92913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC172,880$12.4M<0.01%-10,25313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP151,090$10.9M<0.01%+32,39313F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co138,438$9.95M<0.01%+28,25913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC125,036$8.99M0.01%+115,94013F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC116,041$8.34M0.15%+13,16113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp105,134$7.55M<0.01%+17,00513F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC104,444$7.51M0.02%+2,80013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP96,630$6.94M0.01%+49,34513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY85,977$6.18M<0.01%-16,88313F-HRTimelineGroup
Fourthstone LLC84,248$6.15M4.37%-162,17313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84,287$6.07M<0.01%+45,82713F-HRTimelineGroup
CSM Advisors, LLC82,740$5.94M0.13%new13F-HRTimeline
BANC FUNDS CO LLC82,374$5.92M0.98%new13F-HRTimeline
Verdence Capital Advisors LLC78,746$5.66M0.3%013F-HRTimeline
Empowered Funds, LLC71,532$5.14M0.03%+4,25213F-HRTimeline
UBS Group AGgroup of 2 filers holding65,353$4.7M+2,869Timeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD64,238$4.62M0.02%new13F-HRTimelineGroup
Stieven Capital Advisors, L.P.63,940$4.59M0.88%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC63,604$4.57M<0.01%+6,17713F-HRTimelineGroup
Numerai GP LLC55,003$3.95M0.32%new13F-HRTimeline
ROYCE & ASSOCIATES LP54,973$3.95M0.03%-4,12913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS52,416$3.77M<0.01%+14,04413F-HRTimelineGroup
Pinnacle Holdings, LLC43,156$3.1M0.96%-7713F-HRTimeline
SEGALL BRYANT & HAMILL, LLC42,189$3.03M0.04%new13F-HRTimeline
Nuveen, LLCin group TIAA39,512$2.84M<0.01%+17,89813F-HRTimelineGroup
HRT FINANCIAL LP38,922$2.8M0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/37,570$2.7M<0.01%+5,38213F-HRTimelineGroup
Voleon Capital Management LP37,464$2.69M0.05%+26,33213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…35,003$2.52M<0.01%+7,89613F-HRTimelineGroup
Swiss National Bank33,300$2.39M<0.01%+6,70013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd32,737$2.35M0.03%+19,98713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,620$2.27M0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN27,658$1.99M<0.01%+7,86113F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,599$1.91M<0.01%+8,00313F-HRTimelineGroup
LSV ASSET MANAGEMENT26,200$1.88M<0.01%-19,00013F-HRTimeline
Qube Research & Technologies Ltd26,047$1.87M<0.01%new13F-HRTimeline
Moors & Cabot, Inc.24,858$1.79M0.07%-1,10013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP24,768$1.78M<0.01%+14,87113F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC24,609$1.77M<0.01%+16,24413F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources24,343$1.75M<0.01%+65913F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/22,981$1.65M<0.01%+4,85913F-HRTimeline
Cambridge Investment Research Advisors,…22,199$1.59M<0.01%+4,02313F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,876$1.57M<0.01%013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC21,230$1.53M<0.01%+5,50213F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC20,965$1.51M<0.01%new13F-HRTimeline
Rosenthal | Henry Capital Advisors, Inc.20,895$1.5M1.31%new13F-HRTimeline
RHUMBLINE ADVISERS20,532$1.48M<0.01%+5,83913F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL20,219$1.45M0.53%+14,43613F-HRTimelineGroup
Quantinno Capital Management LP20,176$1.45M<0.01%+10,73713F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…19,752$1.42M<0.01%+6,52413F-HR/ATimeline
Invesco Ltd.in group Invesco Ltd.19,657$1.41M<0.01%+2,45913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV18,261$1.31M<0.01%-22,08513F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC18,186$1.31M<0.01%+8,18613F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd17,974$1.29M0.01%+10,45713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC17,766$1.28M<0.01%+1,10213F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc16,074$1.15M<0.01%+4,46613F-HRTimelineGroup
Enhancing Capital LLC15,508$1.11M0.77%new13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\15,464$1.11M<0.01%+2,17413F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …15,093$1.08M<0.01%+35913F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers14,708$1.06M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC14,665$1.05M<0.01%+2,26313F-HRTimelineGroup
Wealthspire Advisors, LLC13,655$981K0.01%+8,89813F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management13,576$976K<0.01%new13F-HRTimelineGroup
Wealth Management Associates, Inc.13,369$961K0.27%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,200$949K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,434$874K<0.01%-91813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,120$871K<0.01%-77013F-HRTimelineGroup
DAVENPORT & Co LLC11,998$862K<0.01%+3,79413F-HRTimeline
MANGROVE PARTNERS IM, LLC11,034$793K0.05%+7,34213F-HRTimeline
Select Asset Management & Trust10,831$778K0.22%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,732$771K<0.01%-18113F-HRTimelineGroup
Quattro Advisors LLC10,670$767K0.51%-63313F-HRTimeline
HoldCo Asset Management, LP10,480$753K0.05%013F-HRTimeline
Rafferty Asset Management, LLC10,222$735K<0.01%+1,67013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,974$717K<0.01%+6,08013F-HRTimelineGroup
PHILADELPHIA TRUST CO9,858$708K0.05%013F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…9,489$682K<0.01%+1,78513F-HRTimelineGroup
Pacific Ridge Capital Partners, LLC9,203$661K0.12%+3,55313F-HRTimeline
SG Americas Securities, LLC8,912$640K<0.01%+5,44813F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC8,711$626K<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.8,483$610K0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,467$608K0.01%+1,07713F-HRTimelineGroup
LPL Financial LLC8,362$601K<0.01%+1,79213F-HRTimeline
Summit Trail Advisors, LLC8,268$594K0.01%new13F-HRTimeline
Modera Wealth Management, LLC8,200$589K0.01%+1,00013F-HRTimeline
Schonfeld Strategic Advisors LLC8,133$584K<0.01%new13F-HRTimeline
ALPS ADVISORS INC8,081$581K<0.01%+8513F-HRTimeline
&PARTNERS8,000$575K<0.01%-513F-HRTimeline
ExodusPoint Capital Management, LP7,923$569K0.01%new13F-HRTimeline
Jain Global LLC7,726$555K0.01%new13F-HRTimeline
Passive Capital Management, LLC.8,715$543K0.17%new13F-HRTimeline
LifeGuide Financial Advisors, LLC7,540$542K0.15%new13F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…7,365$529K0.04%-22613F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…7,119$512K<0.01%+80113F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,066$508K<0.01%+3,51613F-HRTimelineGroup
Aigen Investment Management, LP6,931$498K0.14%new13F-HRTimeline
LS Investment Advisors, LLC6,856$493K0.07%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS6,714$482K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,626$476K<0.01%013F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND6,459$464K<0.01%+1,93213F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,428$462K<0.01%-1,93813F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC6,303$453K0.01%013F-HRTimelineGroup
Jupiter Topco LLCin group Janus Henderson6,200$446K<0.01%13F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC6,119$440K<0.01%+9613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,787$415K<0.01%+1,07213F-HRTimelineGroup
Alliance Wealth Strategies, LLC d/b/a B…5,685$409K0.32%013F-HRTimeline
Sequoia Financial Advisors, LLC5,664$407K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning5,601$402K<0.01%new13F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,304$381K<0.01%-77713F-HRTimelineGroup
FIDELITY D & D BANCORP INC5,227$376K0.13%new13F-HRTimeline
Freestone Grove Partners LP5,067$364K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,009$360K<0.01%new13F-HR/ATimelineGroup
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…4,872$350K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC4,828$347K0.01%+76213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,755$342K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4,668$335K<0.01%new13F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM4,575$329K<0.01%+85913F-HRTimeline
Aquatic Capital Management LLC4,555$327K0.01%+2,28613F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…4,521$325K<0.01%013F-HRTimeline
Atom Investors LP4,427$318K0.03%new13F-HRTimeline
Police & Firemen's Retirement System of…4,406$317K<0.01%+67413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP4,365$314K<0.01%new13F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT4,329$311K<0.01%new13F-HR/ATimeline
Cassaday & Co Wealth Management LLC4,320$310K0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,129$297K<0.01%new13F-HRTimeline
Cetera Investment Advisers4,109$295K<0.01%new13F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,054$291K<0.01%+32213F-HRTimelineGroup
Bernardo Wealth Planning LLC3,858$277K0.05%new13F-HRTimeline
KLP KAPITALFORVALTNING AS3,800$273K<0.01%+90013F-HRTimeline
Ceeto Capital Group, LLC3,536$254K0.07%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,500$252K0.01%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,478$250K0.01%new13F-HRTimelineGroup
PlanVest Financial, Inc3,262$234K0.16%+1113F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC3,236$233K<0.01%new13F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.3,218$231K0.02%013F-HRTimeline
Pictet Asset Management Holding SAin group Pictet Asset Management Holdi…2,978$214K<0.01%new13F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC2,935$211K<0.01%-40413F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,909$209K<0.01%new13F-HRTimelineGroup
Stonebridge Financial Group, LLC2,818$203K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,210$159K<0.01%+813F-HRTimelineGroup
FIRST UNITED BANK & TRUST2,202$158K0.05%-5913F-HRTimeline
FMR LLCin group FMR LLC1,955$140K<0.01%+15613F-HRTimelineGroup
STRS OHIO1,700$122K<0.01%+30013F-HRTimeline
NEW YORK STATE TEACHERS RETIREMENT SYST…1,494$107K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,457$105K<0.01%+1,45513F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,421$102K<0.01%+29213F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.1,395$100K<0.01%new13F-HRTimelineGroup
Arax Advisory Partners938$67.4K<0.01%new13F-HRTimeline
Fortitude Family Office, LLC885$63.6K0.01%+213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…710$51K<0.01%+113F-HRTimelineGroup
Heritage Wealth Advisors666$47.9K<0.01%new13F-HRTimeline
State of Alaska, Department of Revenue606$43K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC560$40.2K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$28.7K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC321$23.1K<0.01%new13F-HRTimeline
CITY HOLDING CO302$21.7K<0.01%013F-HRTimeline
Versant Capital Management, Inc214$15.4K<0.01%+16413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…202$14.5K<0.01%+20113F-HRTimelineGroup
Smartleaf Asset Management LLC189$13.6K<0.01%013F-HRTimeline
Quantbot Technologies LP175$12.6K<0.01%-3,32213F-HRTimeline
Essential Partners LLC156$11.2K0.01%+1113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC154$11.1K<0.01%+14013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC144$10.3K<0.01%-44713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\137$9.85K<0.01%+9613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…137$9.85K<0.01%-7013F-HRTimelineGroup
Allworth Financial LP136$9.77K<0.01%+6713F-HRTimeline
IFP Advisors, Inc129$9.27K<0.01%+1013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.107$7.69K<0.01%+5113F-HRTimelineGroup
Bare Financial Services, Inc100$7.18K<0.01%new13F-HRTimeline
GAMMA Investing LLC78$5.61K<0.01%+1213F-HRTimeline
UMB Bank, n.a.58$4.17K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Silver Grove Financial Group, Inc.57$4.1K<0.01%new13F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.53$4K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC55$3.96K<0.01%+2613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP53$3.78K<0.01%new13F-HRTimelineGroup
Advocate Investing Services LLC50$3.59K<0.01%new13F-HRTimeline
Parallel Advisors, LLC46$3.31K<0.01%+1513F-HRTimeline
Quarry LP38$2.73K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC29$2.08K<0.01%-1013F-HRTimeline
Covestor Ltd28$2K<0.01%+1213F-HRTimeline
True Wealth Design, LLC23$1.65K<0.01%-113F-HRTimeline
SHP Wealth Management20$1.44K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.17$1.22K<0.01%013F-HRTimeline
Continuum Advisory, LLC17$1.22K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC12$863<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.3$216<0.01%-3913F-HRTimeline
Kilter Group LLC2$144<0.01%new13F-HRTimeline
Global Retirement Partners, LLC1$72<0.01%13F-HRTimeline
SJS Investment Consulting Inc.1$72<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1$72<0.01%-113F-HRTimeline