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Disclosery

BHRB BURKE HERBERT FINL SVCS CORP

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COM (common), issuer CIK 1964333

134 managers (137 13F filers) reported a position in BHRB shares at 2025-06-30, 5,442,204 shares in all. 16 filers opened a position and 18 filers sold out during the quarter.

Managers
134
13F filers
137
New
16
Added
50
Reduced
33
Sold out
18
Shares held by filers
5,442,204

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.988,544$59M<0.01%-28,49713F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC761,826$45.5M<0.01%+21,31413F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP344,866$20.6M<0.01%+51,26913F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC337,425$20.2M<0.01%+21,25813F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP283,238$16.9M<0.01%-26,25913F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO259,495$15.5M3.47%+7,80013F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA257,080$15.4M2.8%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP123,521$7.38M<0.01%-6,77213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC122,649$7.33M<0.01%+70,58213F-HRTimelineGroup
Fourthstone LLC113,508$6.78M1.33%+92,09113F-HRTimeline
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC112,000$6.69M0.02%+9,31013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co109,876$6.56M<0.01%+1,30313F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP90,664$5.42M0.01%+14,21713F-HRTimelineGroup
ROYCE & ASSOCIATES LP81,662$4.88M0.05%-92713F-HRTimeline
Verdence Capital Advisors LLC71,707$4.28M0.29%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp69,092$4.13M<0.01%+1,07313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding66,239$3.96M+33,014Timeline
ENDEAVOUR CAPITAL ADVISORS INC61,913$3.7M1.27%+9,76513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,444$3.01M<0.01%-21,40513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY49,901$2.98M<0.01%-4,60813F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO49,511$2.96M<0.01%+12,05713F-HRTimelineGroup
EJF Capital LP49,402$2.95M2.35%-14,96613F-HRTimeline
Pinnacle Holdings, LLC43,349$2.59M0.93%+113F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.36,515$2.18M<0.01%-4,11613F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC34,910$2.09M<0.01%+11,62113F-HR/ATimelineGroup
AA Financial Advisors, LLC31,166$1.86M0.4%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding29,295$1.75M-14,137Timeline
SEGALL BRYANT & HAMILL, LLC27,424$1.64M0.02%-3,29113F-HRTimeline
Moors & Cabot, Inc.26,113$1.56M0.07%013F-HRTimeline
Swiss National Bank26,100$1.56M<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…26,060$1.56M<0.01%-4,95913F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…24,413$1.46M<0.01%+1,15013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24,064$1.44M<0.01%+54413F-HRTimelineGroup
TIAAgroup of 2 filers holding23,889$1.43M-10,329Timeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding23,061$1.38M+768Timeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,876$1.31M<0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC19,202$1.15M<0.01%013F-HRTimelineGroup
RHUMBLINE ADVISERS17,961$1.07M<0.01%+29813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/17,728$1.06M<0.01%+1113F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,900$1.01M<0.01%+4,50013F-HRTimeline
LSV ASSET MANAGEMENT16,200$968K<0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,988$955K<0.01%new13F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.15,916$951K<0.01%+4,78013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,225$909K<0.01%-14,37213F-HRTimelineGroup
KENNEDY CAPITAL MANAGEMENT LLC15,169$906K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,968$894K<0.01%013F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …14,700$878K<0.01%new13F-HRTimelineGroup
Cubist Systematic Strategies, LLC14,107$843K0.01%-3,34413F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS13,688$818K<0.01%+8,61013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc13,389$798K<0.01%+53813F-HRTimelineGroup
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC13,080$781K0.05%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,790$764K<0.01%013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…12,722$760K<0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.12,107$723K<0.01%+1,96313F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/11,747$702K<0.01%+1,28213F-HRTimeline
HUSSMAN STRATEGIC ADVISORS, INC.10,500$627K0.14%new13F-HRTimeline
HoldCo Asset Management, LP10,480$626K0.1%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,890$591K0.01%new13F-HRTimelineGroup
PHILADELPHIA TRUST CO9,858$589K0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,726$581K<0.01%-13,20313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,576$572K<0.01%+59213F-HRTimelineGroup
Trexquant Investment LP9,243$552K0.01%-14313F-HRTimeline
Empower Advisory Group, LLC9,239$552K<0.01%-2,32113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9,108$544K<0.01%-1,09313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\8,973$536K<0.01%-51213F-HRTimelineGroup
Passive Capital Management, LLC.8,715$533K0.17%013F-HRTimeline
FMR LLCin group FMR LLC8,451$505K<0.01%+22513F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…8,003$478K<0.01%-9413F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…7,403$442K<0.01%-62713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,600$422K<0.01%+47013F-HRTimeline
Voleon Capital Management LP6,954$415K0.02%+2,51013F-HRTimeline
AlphaQuest LLC6,888$411K0.04%+2,28713F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC6,761$404K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,626$396K<0.01%new13F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC6,303$376K0.01%013F-HRTimelineGroup
Modera Wealth Management, LLC6,200$370K<0.01%013F-HRTimeline
Mariner, LLCin group Mariner, LLC6,002$358K<0.01%-1,23013F-HRTimelineGroup
Jentner Corp5,717$341K0.09%+5013F-HRTimeline
Rafferty Asset Management, LLC5,687$340K<0.01%new13F-HRTimeline
NTV Asset Management LLC5,265$314K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,239$313K<0.01%-52813F-HR/ATimelineGroup
Focus Partners Wealthin group Focus Partners Wealth5,217$312K<0.01%+7513F-HRTimelineGroup
DELPHI MANAGEMENT INC /MA/5,184$310K0.3%-33613F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,919$294K<0.01%+7713F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,755$284K<0.01%013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC4,533$271K<0.01%+54413F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND4,527$270K<0.01%013F-HR/ATimeline
Wealthspire Advisors, LLC4,472$267K<0.01%+4313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,443$265K<0.01%+3,38013F-HR/ATimelineGroup
Cassaday & Co Wealth Management LLC4,320$258K0.01%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,163$249K<0.01%new13F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC4,045$242K<0.01%+8613F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…4,032$241K0.03%+413F-HRTimeline
Verition Fund Management LLC3,960$237K<0.01%-84713F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM3,912$234K<0.01%+4713F-HRTimeline
Quantbot Technologies LP3,897$233K0.01%+29213F-HRTimeline
Ceeto Capital Group, LLC3,536$211K0.07%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,500$209K0.01%new13F-HRTimeline
AVENIR CORP3,450$206K0.02%-45013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,422$204K<0.01%-2,95013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,393$203K0.01%+2,89813F-HRTimelineGroup
Police & Firemen's Retirement System of…2,942$176K<0.01%013F-HRTimeline
SG Americas Securities, LLC2,918$174K<0.01%-2,89013F-HRTimeline
KLP KAPITALFORVALTNING AS2,500$149K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,202$132K<0.01%+40013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,372$82K<0.01%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST1,152$68.8K0.02%013F-HRTimeline
Fortitude Family Office, LLC935$55.8K0.02%-113F-HRTimeline
CWM, LLCin group CWM, LLC841$50K<0.01%+74013F-HRTimelineGroup
MOTCO585$33.9K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC560$33.4K<0.01%013F-HRTimeline
AMALGAMATED BANK469$28K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$23.9K<0.01%013F-HRTimeline
Sterling Capital Management LLC363$21.7K<0.01%+12913F-HR/ATimeline
CITY HOLDING CO302$18K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…301$18K<0.01%+29613F-HRTimelineGroup
NewEdge Advisors, LLC169$10.1K<0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$8.96K<0.01%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC149$8.9K<0.01%new13F-HRTimelineGroup
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …86$5K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc68$4.06K<0.01%+6813F-HRTimeline
GAMMA Investing LLC66$3.94K<0.01%-4613F-HRTimeline
Essential Partners LLC49$2.93K<0.01%13F-HRTimeline
Covestor Ltd26$2K<0.01%+2513F-HRTimeline
Clearstead Advisors, LLC33$1.97K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC29$1.74K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25$1.49K<0.01%+1213F-HRTimelineGroup
NISA INVESTMENT ADVISORS, LLC12$717<0.01%013F-HRTimeline
True Wealth Design, LLC11$658<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC10$597<0.01%-2013F-HRTimeline
Allworth Financial LP3$180<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3$179<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC1$60<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.