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Disclosery

BHRB BURKE HERBERT FINL SVCS CORP

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COM (common), issuer CIK 1964333

150 managers (154 13F filers) reported a position in BHRB shares at 2025-12-31, 5,941,725 shares in all. 13 filers opened a position and 10 filers sold out during the quarter.

Managers
150
13F filers
154
New
13
Added
48
Reduced
50
Sold out
10
Shares held by filers
5,941,725

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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.980,249$61.1M<0.01%+6,99113F-HRTimelineGroup
VANGUARD GROUP INCin group VANGUARD GROUP INC779,800$48.6M<0.01%+14,35813F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC370,707$23.1M<0.01%-3,38913F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP360,845$22.5M<0.01%-22,69313F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP317,991$19.8M<0.01%+36,02713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC271,716$16.9M0.01%+70,01613F-HRTimelineGroup
HUTCHINSON CAPITAL MANAGEMENT/CA258,080$16.1M2.76%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO221,746$13.8M3.82%-35,41513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC164,263$10.2M<0.01%+66,77813F-HR/ATimelineGroup
ENDEAVOUR CAPITAL ADVISORS INC125,323$7.81M2.17%+22,60113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP112,875$7.03M<0.01%-10,35213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co109,474$6.82M<0.01%-1,73613F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC105,644$6.58M0.02%+70013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY97,362$6.07M<0.01%+35,81913F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp89,584$5.58M<0.01%+19,28613F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC81,653$5.09M0.11%+57,30613F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC74,551$4.65M<0.01%+9,73413F-HRTimelineGroup
Fourthstone LLC72,663$4.53M0.85%-65,09813F-HRTimeline
Verdence Capital Advisors LLC66,667$4.15M0.25%-1,04013F-HRTimeline
ROYCE & ASSOCIATES LP59,995$3.74M0.04%-15,64513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO56,434$3.52M<0.01%+1,25013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding51,319$3.2M-4,787Timeline
Empowered Funds, LLC46,053$2.87M0.05%+25,30613F-HR/ATimeline
LSV ASSET MANAGEMENT45,200$2.82M0.01%+4,30013F-HRTimeline
ALLIANCEBERNSTEIN L.P.45,016$2.8M<0.01%+7,40013F-HRTimeline
Pinnacle Holdings, LLC43,289$2.7M0.91%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding37,479$2.34M-8,942Timeline
EJF Capital LP32,618$2.03M1.15%-17,23213F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP32,393$2.02M<0.01%-16,12013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN29,842$1.86M<0.01%+4,38913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28,496$1.78M<0.01%+10,64013F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC28,392$1.77M<0.01%+3,43113F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…27,179$1.69M<0.01%013F-HRTimelineGroup
Swiss National Bank26,600$1.66M<0.01%+50013F-HRTimeline
Moors & Cabot, Inc.25,958$1.62M0.07%013F-HRTimeline
Franklin Resourcesgroup of 2 filers holding24,118$1.5M+9,150Timeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,876$1.36M<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV19,969$1.24M<0.01%-2,00413F-HRTimeline
Nuveen, LLCin group TIAA19,919$1.24M<0.01%-86013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,125$1.19M<0.01%-1,60213F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.18,928$1.18M<0.01%-7,80413F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,900$1.11M<0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.16,388$1.02M<0.01%+1,82013F-HRTimelineGroup
RHUMBLINE ADVISERS15,797$984K<0.01%-1,93813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC15,463$964K<0.01%+2,66113F-HRTimelineGroup
PRICE T ROWE ASSOCIATES INC /MD/14,874$927K<0.01%+2,61813F-HRTimeline
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …14,734$918K<0.01%+3413F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc14,420$900K<0.01%+1,03113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,636$850K<0.01%+13413F-HRTimeline
CALIFORNIA STATE TEACHERS RETIREMENT SY…13,329$831K<0.01%+60613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,890$803K<0.01%013F-HRTimelineGroup
Voleon Capital Management LP12,218$761K0.02%+2,56713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\11,677$728K<0.01%+87213F-HRTimelineGroup
Quattro Advisors LLC11,303$704K0.56%13F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS11,177$696K<0.01%-2,36413F-HRTimeline
FMR LLCin group FMR LLC10,785$672K<0.01%+2,29813F-HRTimelineGroup
HoldCo Asset Management, LP10,480$653K0.05%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC10,056$627K<0.01%new13F-HR/ATimelineGroup
PHILADELPHIA TRUST CO9,858$614K0.04%013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,239$576K<0.01%013F-HRTimelineGroup
Alliance Wealth Strategies, LLC d/b/a B…9,040$563K0.53%13F-HRTimeline
Passive Capital Management, LLC.8,715$543K0.17%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,514$531K<0.01%-2,37513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp8,290$517K0.01%-1,10013F-HRTimelineGroup
Quantinno Capital Management LP8,289$516K<0.01%+4,14713F-HRTimeline
Verition Fund Management LLC8,030$500K<0.01%+2,60713F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…8,003$499K<0.01%013F-HRTimelineGroup
&PARTNERS8,000$498K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 2 filers holding7,940$495K-1,758Timeline
IEQ CAPITAL, LLC7,898$492K<0.01%+1,02913F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC7,472$466K<0.01%+6213F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC7,290$454K<0.01%new13F-HRTimelineGroup
Modera Wealth Management, LLC7,200$449K0.01%013F-HRTimeline
SG Americas Securities, LLC6,927$432K<0.01%-1,18613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,626$413K<0.01%-4713F-HRTimelineGroup
Sterling Capital Management LLC6,482$404K0.01%+5,55013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,409$399K<0.01%+3013F-HRTimelineGroup
DAVENPORT & Co LLC6,354$396K<0.01%013F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC6,303$393K0.01%013F-HRTimelineGroup
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…6,231$388K<0.01%-11213F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC6,216$387K<0.01%-1,28113F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson6,200$386K<0.01%013F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP5,931$370K<0.01%-2,33913F-HRTimelineGroup
Rafferty Asset Management, LLC5,923$369K<0.01%-4,79013F-HRTimeline
Brooklyn Investment Group5,796$364K0.02%new13F-HRTimeline
Beacon Pointe Advisors, LLC5,805$362K<0.01%+4413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC5,210$325K<0.01%-1,12713F-HRTimeline
CWM, LLCin group CWM, LLC5,128$320K<0.01%+75813F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,028$313K<0.01%-3,36013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,027$313K<0.01%-2713F-HRTimelineGroup
NTV Asset Management LLC4,996$311K0.03%013F-HRTimeline
AVENIR CORP4,980$310K0.03%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,755$296K<0.01%013F-HRTimelineGroup
Wealthspire Advisors, LLC4,548$283K<0.01%+3813F-HRTimeline
NEW YORK STATE COMMON RETIREMENT FUND4,527$282K<0.01%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,483$279K<0.01%-2313F-HRTimelineGroup
Cassaday & Co Wealth Management LLC4,320$269K0.01%013F-HRTimeline
AlphaQuest LLC4,254$265K0.01%+65013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …4,104$256K<0.01%-46613F-HRTimelineGroup
ARIZONA STATE RETIREMENT SYSTEM3,794$236K<0.01%-19513F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…3,790$236K0.02%-24613F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,783$236K0.01%-2,47313F-HRTimeline
Police & Firemen's Retirement System of…3,732$233K<0.01%013F-HRTimeline
Ceeto Capital Group, LLC3,536$220K0.06%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,500$218K0.01%013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO3,422$213K<0.01%013F-HRTimelineGroup
Graves Light Lenhart Wealth, Inc.3,218$201K0.02%new13F-HRTimeline
KLP KAPITALFORVALTNING AS2,900$181K<0.01%+40013F-HRTimeline
STRS OHIO2,600$162K<0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST2,261$141K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,202$137K<0.01%013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,129$70.3K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC883$55K0.01%-5213F-HRTimeline
State of Alaska, Department of Revenue606$37K<0.01%013F-HRTimeline
MOTCO585$36.5K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC560$34.9K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC487$30.3K<0.01%new13F-HRTimelineGroup
AMALGAMATED BANK425$26K<0.01%-4413F-HRTimeline
Steward Partners Investment Advisory, L…400$24.9K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…353$22K<0.01%-3713F-HRTimelineGroup
Aquatic Capital Management LLC340$21.2K<0.01%-1,56013F-HRTimeline
Essential Partners LLC318$19.8K0.01%+913F-HRTimeline
CITY HOLDING CO302$18.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…281$17.5K<0.01%-6213F-HRTimelineGroup
Smartleaf Asset Management LLC199$12.4K<0.01%+19813F-HRTimeline
NewEdge Advisors, LLC170$10.6K<0.01%+3913F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.150$9.35K<0.01%013F-HRTimeline
Quantbot Technologies LP150$9.35K<0.01%-2,24313F-HRTimeline
IFP Advisors, Inc132$8.22K<0.01%+5213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.84$5.23K<0.01%013F-HRTimelineGroup
Allworth Financial LP64$3.99K<0.01%-1813F-HRTimeline
GAMMA Investing LLC62$3.86K<0.01%-3213F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC64$3.79K<0.01%new13F-HRTimeline
Quarry LP54$3.37K<0.01%+4613F-HRTimeline
Eurizon Capital SGR S.p.A.54$3.37K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC52$3.24K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC45$2.8K<0.01%+1513F-HRTimeline
Covestor Ltd30$2K<0.01%-413F-HRTimeline
SIGNATUREFD, LLC29$1.82K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29$1.81K<0.01%new13F-HR/ATimelineGroup
True Wealth Design, LLC26$1.62K<0.01%-213F-HRTimeline
Pinnacle Wealth Planning Services, Inc.17$1.06K<0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC14$872<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12$748<0.01%013F-HRTimelineGroup
MAI Capital Management8$499<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.5$312<0.01%+213F-HRTimeline
Versant Capital Management, Inc4$249<0.01%-13413F-HRTimeline
Basecamp Wealth Advisors LLC3$187<0.01%13F-HRTimeline
Arax Advisory Partners1$62<0.01%-1,57713F-HRTimeline
SBI Securities Co., Ltd.1$62<0.01%-113F-HRTimeline