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Disclosery

BHRB BURKE HERBERT FINL SVCS CORP

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COM (common), issuer CIK 1964333

134 managers (138 13F filers) reported a position in BHRB shares at 2025-03-31, 5,199,026 shares in all. 29 filers opened a position and 11 filers sold out during the quarter.

Managers
134
13F filers
138
New
29
Added
33
Reduced
38
Sold out
11
Shares held by filers
5,199,026

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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.1,017,041$57.1M<0.01%-8,21113F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC740,512$41.6M<0.01%+8,34913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC316,167$17.7M<0.01%+10,28013F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP309,497$17.4M<0.01%-31,20013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP293,597$16.5M<0.01%-12,25513F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA257,080$14.4M2.75%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO251,695$14.1M3.4%-3,66313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP130,293$7.31M<0.01%+17613F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co108,573$6.09M<0.01%-1,98613F-HR/ATimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC102,690$5.76M0.02%new13F-HRTimeline
ROYCE & ASSOCIATES LP82,589$4.63M0.05%+12713F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP76,447$4.29M0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC71,849$4.03M<0.01%+10,11713F-HR/ATimelineGroup
Verdence Capital Advisors LLC71,707$4.02M0.31%+3,32313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp68,019$3.82M<0.01%-54813F-HRTimelineGroup
EJF Capital LP64,368$3.61M2.29%+4,21013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY54,509$3.06M<0.01%-15,72613F-HRTimelineGroup
ENDEAVOUR CAPITAL ADVISORS INC52,148$2.93M1.09%new13F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC52,067$2.92M<0.01%+26,50913F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding43,432$2.44M+35,725Timeline
Pinnacle Holdings, LLC43,348$2.43M0.92%+5613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.40,631$2.28M<0.01%+28,60513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO37,454$2.1M<0.01%-27,07213F-HRTimelineGroup
TIAAgroup of 2 filers holding34,218$1.92M+30,038Timeline
UBS Group AGgroup of 2 filers holding33,225$1.86M+663Timeline
AA Financial Advisors, LLC31,166$1.75M0.43%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…31,019$1.74M<0.01%013F-HRTimelineGroup
SEGALL BRYANT & HAMILL, LLC30,715$1.72M0.03%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC29,597$1.66M<0.01%+10,28513F-HRTimelineGroup
Moors & Cabot, Inc.26,113$1.47M0.07%013F-HRTimeline
Swiss National Bank26,100$1.46M<0.01%-30013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN23,520$1.32M<0.01%+11813F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC23,289$1.31M<0.01%-5,31213F-HR/ATimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,263$1.31M<0.01%new13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC22,929$1.29M<0.01%new13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding22,293$1.25M+15,627Timeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,876$1.23M<0.01%013F-HRTimelineGroup
Fourthstone LLC21,417$1.2M0.3%-433,10913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,202$1.08M<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,717$994K<0.01%+19913F-HRTimelineGroup
RHUMBLINE ADVISERS17,663$991K<0.01%-88513F-HR/ATimeline
Cubist Systematic Strategies, LLC17,451$979K0.01%new13F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC15,169$851K0.02%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,968$840K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC13,338$748K<0.01%-6,99513F-HRTimelineGroup
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC13,080$734K0.05%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc12,851$722K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,790$718K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…12,722$714K<0.01%013F-HRTimeline
Cambridge Investment Research Advisors,…12,400$696K<0.01%013F-HRTimeline
Empower Advisory Group, LLC11,560$649K<0.01%013F-HRTimeline
ALLIANCEBERNSTEIN L.P.11,136$625K<0.01%013F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/10,465$588K<0.01%+63613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,201$572K<0.01%-1,68513F-HRTimelineGroup
Sandy Spring Bank10,190$572K0.02%-7213F-HRTimeline
Invesco Ltd.in group Invesco Ltd.10,144$569K<0.01%+4,41413F-HRTimelineGroup
PHILADELPHIA TRUST CO9,858$553K0.05%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\9,485$532K<0.01%-1,17513F-HRTimelineGroup
Trexquant Investment LP9,386$527K0.01%+3,49613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,984$504K<0.01%-6413F-HRTimelineGroup
Passive Capital Management, LLC.8,715$489K0.15%-15313F-HRTimeline
FMR LLCin group FMR LLC8,226$462K<0.01%+7,48013F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…8,097$454K<0.01%-11713F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…8,030$451K<0.01%+31913F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd7,636$428K0.01%-6,79513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,232$406K<0.01%-24613F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC6,761$379K<0.01%+2,30013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.6,635$372K<0.01%-9813F-HRTimelineGroup
Marex Group Ltdin group Marex Group Ltd6,500$365K0.01%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO6,372$358K<0.01%new13F-HR/ATimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC6,303$354K0.01%013F-HRTimelineGroup
Modera Wealth Management, LLC6,200$348K<0.01%-8013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,130$344K<0.01%+2313F-HRTimeline
SG Americas Securities, LLC5,808$326K<0.01%-1,78313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,767$324K<0.01%-67113F-HR/ATimelineGroup
Jentner Corp5,667$318K0.1%+4513F-HRTimeline
DELPHI MANAGEMENT INC /MA/5,520$310K0.32%+98013F-HRTimeline
NTV Asset Management LLC5,265$295K0.04%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,142$289K<0.01%013F-HR/ATimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS5,078$285K<0.01%+79113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP5,023$282K<0.01%-42813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,842$272K<0.01%-4113F-HRTimelineGroup
BURNEY CO/4,816$270K0.01%013F-HRTimeline
Verition Fund Management LLC4,807$270K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,755$267K<0.01%013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd4,751$267K0.02%new13F-HRTimeline
AlphaQuest LLC4,601$258K0.03%+1,71113F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND4,527$254K<0.01%013F-HR/ATimeline
Voleon Capital Management LP4,444$249K0.02%-48113F-HRTimeline
Wealthspire Advisors, LLC4,429$249K<0.01%-1,37713F-HRTimeline
Cassaday & Co Wealth Management LLC4,320$242K0.01%013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…4,028$226K0.03%-84013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC3,959$222K<0.01%-34213F-HR/ATimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC3,989$221K<0.01%new13F-HRTimelineGroup
AVENIR CORP3,900$219K0.02%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM3,865$217K<0.01%-1213F-HRTimeline
Quantbot Technologies LP3,605$202K0.01%+3,60413F-HRTimeline
Hendershot Investments Inc.3,540$199K0.03%-3,55213F-HRTimeline
Ceeto Capital Group, LLC3,536$198K0.08%013F-HRTimeline
Police & Firemen's Retirement System of…2,942$165K<0.01%013F-HRTimeline
Larson Financial Group LLC2,521$141K0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS2,500$140K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,802$101K<0.01%+92013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,372$77K<0.01%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST1,152$64.6K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,063$59.7K<0.01%-3,33013F-HRTimelineGroup
Fortitude Family Office, LLC936$52.5K0.02%013F-HRTimeline
State of Wyoming878$49.3K0.01%new13F-HRTimeline
MOTCO585$32.8K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC560$31.4K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…495$27.8K<0.01%-85213F-HRTimelineGroup
AMALGAMATED BANK469$26K<0.01%+4513F-HRTimeline
Steward Partners Investment Advisory, L…400$22.4K<0.01%013F-HRTimeline
CITY HOLDING CO302$16.9K<0.01%013F-HRTimeline
Sterling Capital Management LLC234$13.1K<0.01%-19913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$8.42K<0.01%013F-HRTimeline
Point72 (DIFC) Ltd148$8.33K<0.01%new13F-HRTimeline
GAMMA Investing LLC112$6.28K<0.01%+6813F-HR/ATimeline
CWM, LLCin group CWM, LLC101$6K<0.01%+4013F-HRTimelineGroup
Versant Capital Management, Inc69$3.87K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC54$3.03K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$1.68K<0.01%+1013F-HRTimeline
SIGNATUREFD, LLC29$1.64K<0.01%013F-HRTimeline
Continuum Advisory, LLC17$954<0.01%new13F-HRTimeline
Arax Advisory Partners14$786<0.01%-16613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13$728<0.01%new13F-HR/ATimelineGroup
NISA INVESTMENT ADVISORS, LLC12$673<0.01%013F-HRTimeline
True Wealth Design, LLC11$618<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust10$562<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5$281<0.01%new13F-HRTimelineGroup
Stephens Consulting, LLC5$281<0.01%new13F-HRTimeline
IFP Advisors, Inc0$281<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Covestor Ltd1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-5013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.