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Disclosery

BHRB BURKE HERBERT FINL SVCS CORP

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COM (common), issuer CIK 1964333

145 managers (148 13F filers) reported a position in BHRB shares at 2025-09-30, 5,779,919 shares in all. 27 filers opened a position and 14 filers sold out during the quarter.

Managers
145
13F filers
148
New
27
Added
61
Reduced
32
Sold out
14
Shares held by filers
5,779,919

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.973,258$60M<0.01%-15,28613F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC765,442$47.2M<0.01%+3,61613F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP383,538$23.7M<0.01%+38,67213F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC374,096$23.1M<0.01%+36,67113F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP281,964$17.4M<0.01%-1,27413F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA258,080$15.9M2.76%+1,00013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO257,161$15.9M3.41%-2,33413F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC201,700$12.4M0.01%+79,05113F-HRTimelineGroup
Fourthstone LLC137,761$8.5M1.52%+24,25313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP123,227$7.6M<0.01%-29413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co111,210$6.86M<0.01%+1,33413F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC104,944$6.47M0.02%-7,05613F-HRTimeline
ENDEAVOUR CAPITAL ADVISORS INC102,722$6.34M1.92%+40,80913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC97,485$6.01M<0.01%+47,04113F-HRTimelineGroup
ROYCE & ASSOCIATES LP75,640$4.67M0.05%-6,02213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp70,298$4.34M<0.01%+1,20613F-HRTimelineGroup
Verdence Capital Advisors LLC67,707$4.16M0.24%-4,00013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC64,817$4M<0.01%+48,82913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY61,543$3.8M<0.01%+11,64213F-HR/ATimelineGroup
UBS Group AGgroup of 2 filers holding56,106$3.46M-10,133Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO55,184$3.4M<0.01%+5,67313F-HR/ATimelineGroup
EJF Capital LP49,850$3.08M1.79%+44813F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP48,513$2.99M<0.01%-42,15113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding46,421$2.86M+17,126Timeline
Pinnacle Holdings, LLC43,289$2.67M0.93%-6013F-HRTimeline
LSV ASSET MANAGEMENT40,900$2.52M0.01%+24,70013F-HRTimeline
ALLIANCEBERNSTEIN L.P.37,616$2.32M<0.01%+21,70013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…27,179$1.68M<0.01%+1,11913F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.26,732$1.65M<0.01%-9,78313F-HRTimelineGroup
Swiss National Bank26,100$1.61M<0.01%013F-HRTimeline
Moors & Cabot, Inc.25,958$1.6M0.07%-15513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN25,453$1.57M<0.01%+1,38913F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC24,961$1.54M<0.01%-9,94913F-HR/ATimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC24,347$1.5M0.03%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV21,973$1.36M<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,876$1.35M<0.01%013F-HRTimelineGroup
Nuveen, LLCin group TIAA20,779$1.28M<0.01%-3,11013F-HRTimelineGroup
Empowered Funds, LLC20,747$1.28M0.01%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/20,727$1.28M<0.01%+2,99913F-HR/ATimelineGroup
Cambridge Investment Research Advisors,…17,900$1.1M<0.01%+1,00013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management17,856$1.1M0.01%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS17,856$1.1M<0.01%+4,16813F-HRTimelineGroup
RHUMBLINE ADVISERS17,735$1.09M<0.01%-22613F-HRTimeline
KENNEDY CAPITAL MANAGEMENT LLC15,169$936K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,968$923K<0.01%013F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …14,700$907K<0.01%013F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.14,568$899K<0.01%+2,46113F-HRTimelineGroup
TEACHER RETIREMENT SYSTEM OF TEXAS13,541$835K<0.01%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc13,389$826K<0.01%013F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,352$824K<0.01%-11,06113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,502$813K<0.01%+6,90213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,890$795K<0.01%+10013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC12,802$790K<0.01%-6,40013F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…12,723$785K<0.01%+113F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/12,256$757K<0.01%+50913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,347$700K<0.01%+1,62113F-HRTimelineGroup
Trexquant Investment LP11,208$691K0.01%+1,96513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,889$672K<0.01%+1,78113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\10,805$667K<0.01%+1,83213F-HRTimelineGroup
Rafferty Asset Management, LLC10,713$661K<0.01%+5,02613F-HRTimeline
HoldCo Asset Management, LP10,480$647K0.07%013F-HRTimeline
PHILADELPHIA TRUST CO9,858$608K0.04%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding9,698$598K-13,363Timeline
Voleon Capital Management LP9,651$595K0.01%+2,69713F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp9,390$579K0.01%-50013F-HRTimelineGroup
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,239$570K<0.01%013F-HRTimelineGroup
Passive Capital Management, LLC.8,715$538K0.18%013F-HRTimeline
FMR LLCin group FMR LLC8,487$524K<0.01%+3613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,388$517K<0.01%new13F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,270$510K<0.01%-1,30613F-HRTimelineGroup
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.8,146$503K<0.01%+3,98313F-HRTimelineGroup
SG Americas Securities, LLC8,113$500K<0.01%+5,19513F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…8,003$494K<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC7,497$463K<0.01%+1,49513F-HRTimelineGroup
ALPS ADVISORS INCin group ALPS ADVISORS INC7,410$457K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC7,200$444K0.01%+1,00013F-HRTimeline
IEQ CAPITAL, LLC6,869$424K<0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,673$412K<0.01%+4713F-HRTimelineGroup
DAVENPORT & Co LLC6,354$392K<0.01%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…6,343$391K<0.01%-1,06013F-HRTimelineGroup
INTECH INVESTMENT MANAGEMENT LLC6,337$391K<0.01%-42413F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,303$389K0.01%013F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd6,256$386K0.01%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,379$385K<0.01%+1,16213F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson6,200$381K<0.01%new13F-HRTimelineGroup
Beacon Pointe Advisors, LLC5,761$355K<0.01%new13F-HRTimeline
Verition Fund Management LLC5,423$335K<0.01%+1,46313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,054$311K<0.01%-18513F-HRTimelineGroup
NTV Asset Management LLC4,996$308K0.03%-26913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,755$293K<0.01%013F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,570$282K<0.01%-34913F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND4,527$279K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC4,510$278K<0.01%+3813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,506$278K<0.01%+6313F-HRTimelineGroup
CWM, LLCin group CWM, LLC4,370$270K<0.01%+3,52913F-HRTimelineGroup
Cassaday & Co Wealth Management LLC4,320$267K0.01%013F-HRTimeline
Quantinno Capital Management LP4,142$256K<0.01%new13F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…4,036$249K0.03%+413F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM3,989$246K<0.01%+7713F-HRTimeline
Police & Firemen's Retirement System of…3,732$230K<0.01%+79013F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,704$228K<0.01%new13F-HR/ATimelineGroup
AlphaQuest LLC3,604$222K0.01%-3,28413F-HRTimeline
Ceeto Capital Group, LLC3,536$218K0.06%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,500$216K0.01%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,422$211K<0.01%013F-HRTimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd3,251$201K<0.01%new13F-HRTimelineGroup
Cubist Systematic Strategies, LLC3,106$192K<0.01%-11,00113F-HRTimeline
STRS OHIO2,600$160K<0.01%new13F-HRTimeline
KLP KAPITALFORVALTNING AS2,500$154K<0.01%013F-HRTimeline
Quantbot Technologies LP2,393$148K<0.01%-1,50413F-HRTimeline
FIRST UNITED BANK & TRUST2,261$139K0.05%+1,10913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,202$136K<0.01%013F-HRTimelineGroup
Aquatic Capital Management LLC1,900$117K<0.01%new13F-HRTimeline
Arax Advisory Partners1,578$97.3K<0.01%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,129$69.6K<0.01%-24313F-HRTimelineGroup
Fortitude Family Office, LLC935$57.7K0.02%013F-HRTimeline
Sterling Capital Management LLC932$57.5K<0.01%+56913F-HRTimeline
State of Alaska, Department of Revenue606$37K<0.01%new13F-HRTimeline
MOTCO585$36.1K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC560$34.5K<0.01%013F-HRTimeline
AMALGAMATED BANK469$29K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$24.7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…390$24.1K<0.01%-3,00313F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…343$21.2K<0.01%+4213F-HRTimelineGroup
Essential Partners LLC309$19.1K0.01%+26013F-HRTimeline
CITY HOLDING CO302$18.6K<0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$9.25K<0.01%013F-HRTimeline
Versant Capital Management, Inc138$8.51K<0.01%new13F-HRTimeline
NewEdge Advisors, LLC131$8.06K<0.01%-3813F-HRTimeline
GAMMA Investing LLC94$5.8K<0.01%+2813F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.84$5.18K<0.01%new13F-HRTimelineGroup
Allworth Financial LP82$5.06K<0.01%+7913F-HRTimeline
IFP Advisors, Inc80$4.93K<0.01%+1213F-HR/ATimeline
Clearstead Advisors, LLC57$3.52K<0.01%+2413F-HRTimeline
Covestor Ltd34$2K<0.01%+813F-HRTimeline
ROTHSCHILD INVESTMENT LLC30$1.85K<0.01%+2013F-HRTimeline
SIGNATUREFD, LLC29$1.8K<0.01%013F-HRTimeline
True Wealth Design, LLC28$1.73K<0.01%+1713F-HRTimeline
NISA INVESTMENT ADVISORS, LLC14$864<0.01%+213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12$752<0.01%-1313F-HRTimelineGroup
Quarry LP8$494<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.3$185<0.01%new13F-HRTimeline
Larson Financial Group LLC2$123<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.2$123<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC1$61<0.01%new13F-HRTimeline