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Disclosery

BHRB BURKE HERBERT FINL SVCS CORP

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COM (common), issuer CIK 1964333

156 managers (163 13F filers) reported a position in BHRB shares at 2026-03-31, 6,773,511 shares in all. 22 filers opened a position and 18 filers sold out during the quarter.

Managers
156
13F filers
163
New
22
Added
49
Reduced
48
Sold out
18
Shares held by filers
6,773,511

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.982,759$61.2M<0.01%+2,51013F-HRTimelineGroup
VANGUARD GROUP INCgroup of 6 filers holding801,868$49.9MnewTimeline
STATE STREET CORPin group STATE STREET CORP403,868$25.2M<0.01%+43,02313F-HRTimelineGroup
GEODE CAPITAL MANAGEMENT, LLCin group GEODE CAPITAL MANAGEMENT, LLC379,643$23.7M<0.01%+8,93613F-HRTimelineGroup
DIMENSIONAL FUND ADVISORS LPin group DIMENSIONAL FUND ADVISORS LP367,948$22.9M<0.01%+49,95713F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC342,469$21.3M0.01%+70,75313F-HRTimelineGroup
ENDEAVOUR CAPITAL ADVISORS INC305,189$19M4.31%+179,86613F-HRTimeline
HUTCHINSON CAPITAL MANAGEMENT/CA258,080$16.1M2.95%013F-HRTimeline
Fourthstone LLC246,421$15.3M2.6%+173,75813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO221,671$13.8M3.82%-7513F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC185,765$11.6M1.28%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC183,133$11.4M<0.01%+18,87013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP118,697$7.39M<0.01%+5,82213F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co110,179$6.86M<0.01%+70513F-HRTimelineGroup
BRIDGEWAY CAPITAL MANAGEMENT, LLC102,880$6.41M0.13%+21,22713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY102,860$6.41M<0.01%+5,49813F-HRTimelineGroup
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC101,644$6.33M0.02%-4,00013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp88,129$5.49M<0.01%-1,45513F-HRTimelineGroup
Verdence Capital Advisors LLC78,746$4.91M0.29%+12,07913F-HRTimeline
Empowered Funds, LLC67,280$4.19M0.03%+21,22713F-HR/ATimeline
UBS Group AGgroup of 2 filers holding62,484$3.89M+11,165Timeline
ROYCE & ASSOCIATES LP59,102$3.68M0.04%-89313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC57,427$3.58M<0.01%-17,12413F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP47,285$2.95M<0.01%+15,32213F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.45,416$2.83M<0.01%+40013F-HRTimeline
LSV ASSET MANAGEMENT45,200$2.82M0.01%013F-HRTimeline
Pinnacle Holdings, LLC43,233$2.69M0.87%-5613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV40,346$2.51M<0.01%+20,37713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS38,372$2.39M<0.01%+9,87613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,460$2.38M<0.01%-17,97413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/32,188$2M<0.01%+13,06313F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…27,107$1.69M<0.01%-7213F-HRTimelineGroup
Swiss National Bank26,600$1.66M<0.01%013F-HRTimeline
Moors & Cabot, Inc.25,958$1.62M0.07%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources23,684$1.48M<0.01%+8,71613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…21,876$1.36M<0.01%013F-HRTimelineGroup
Nuveen, LLCin group TIAA21,614$1.35M<0.01%+1,69513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,378$1.33M<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN19,797$1.23M<0.01%-10,04513F-HR/ATimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.18,596$1.16M<0.01%-33213F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,176$1.13M<0.01%+27613F-HRTimeline
PRICE T ROWE ASSOCIATES INC /MD/18,122$1.13M<0.01%+3,24813F-HRTimeline
Invesco Ltd.in group Invesco Ltd.17,198$1.07M<0.01%+81013F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCin group PRINCIPAL FINANCIAL GROUP INC16,664$1.04M<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC15,728$980K<0.01%-12,66413F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …14,734$918K<0.01%013F-HRTimelineGroup
RHUMBLINE ADVISERS14,693$915K<0.01%-1,10413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…13,352$834K<0.01%-28413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\13,290$828K<0.01%+1,61313F-HRTimelineGroup
CALIFORNIA STATE TEACHERS RETIREMENT SY…13,228$824K<0.01%-10113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPgroup of 3 filers holding13,170$820K+5,230Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.12,890$803K<0.01%013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd12,750$794K0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC12,402$773K<0.01%new13F-HRTimelineGroup
Man Group plcin group Man Group plc11,636$725K<0.01%new13F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc11,608$723K<0.01%-2,81213F-HRTimelineGroup
Quattro Advisors LLC11,303$704K0.61%013F-HRTimeline
Voleon Capital Management LP11,132$693K0.01%-1,08613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC10,913$680K<0.01%-4,55013F-HR/ATimelineGroup
HoldCo Asset Management, LP10,480$653K0.05%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC10,000$623K<0.01%+1,48613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP9,897$616K<0.01%+3,96613F-HRTimelineGroup
PHILADELPHIA TRUST CO9,858$614K0.04%013F-HRTimeline
Quantinno Capital Management LP9,439$588K<0.01%+1,15013F-HRTimeline
Empower Advisory Group, LLCin group Empower Annuity Insurance Co …9,239$575K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,096$567K<0.01%+4,06813F-HRTimelineGroup
Rafferty Asset Management, LLC8,552$533K<0.01%+2,62913F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO8,366$521K<0.01%+4,94413F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC8,365$521K<0.01%+1,07513F-HRTimelineGroup
DAVENPORT & Co LLC8,204$511K<0.01%+1,85013F-HRTimeline
&PARTNERS8,005$499K<0.01%+513F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC7,996$498K<0.01%+52413F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…7,704$480K<0.01%-29913F-HRTimelineGroup
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…7,591$473K0.04%+3,80113F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd7,517$468K0.01%new13F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp7,390$460K0.01%-90013F-HRTimelineGroup
Modera Wealth Management, LLC7,200$448K0.01%013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC6,802$423K<0.01%-3,25413F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,626$413K<0.01%013F-HRTimelineGroup
LPL Financial LLC6,570$409K<0.01%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…6,318$394K<0.01%+8713F-HRTimelineGroup
TCTC Holdings, LLCin group TCTC Holdings, LLC6,303$393K0.01%013F-HRTimelineGroup
JANUS HENDERSON GROUP PLCin group Janus Henderson6,200$386K<0.01%013F-HR/ATimelineGroup
MIRABELLA FINANCIAL SERVICES LLP6,109$381K0.04%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,081$379K<0.01%-32813F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC6,023$375K<0.01%new13F-HRTimelineGroup
Y-Intercept (Hong Kong) Ltd6,013$375K0.01%+2,23013F-HRTimeline
SALZHAUER MICHAELin group SALZHAUER MICHAEL5,783$360K0.17%new13F-HRTimelineGroup
Alliance Wealth Strategies, LLC d/b/a B…5,685$354K0.32%-3,35513F-HRTimeline
Pacific Ridge Capital Partners, LLC5,650$352K0.08%new13F-HRTimeline
Wealthspire Advisors, LLC4,757$296K<0.01%+20913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,755$296K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,715$294K<0.01%-31213F-HRTimelineGroup
NEW YORK STATE COMMON RETIREMENT FUND4,527$282K<0.01%013F-HRTimeline
Zurcher Kantonalbank (Zurich Cantonalba…4,521$282K<0.01%new13F-HRTimeline
NTV Asset Management LLC4,496$280K0.03%-50013F-HRTimeline
Cassaday & Co Wealth Management LLC4,320$269K0.01%013F-HRTimeline
Sterling Capital Management LLC4,066$253K<0.01%-2,41613F-HRTimeline
AVENIR CORP4,000$249K0.03%-98013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,894$243K<0.01%-58913F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …3,732$232K<0.01%-37213F-HRTimelineGroup
Police & Firemen's Retirement System of…3,732$232K<0.01%013F-HRTimeline
ARIZONA STATE RETIREMENT SYSTEM3,716$231K<0.01%-7813F-HRTimeline
MANGROVE PARTNERS IM, LLC3,692$230K0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC3,662$228K<0.01%-1,46613F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC3,550$221K<0.01%-2,66613F-HRTimelineGroup
Ceeto Capital Group, LLC3,536$220K0.07%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC3,500$218K0.01%013F-HRTimeline
Quantbot Technologies LP3,497$218K0.01%+3,34713F-HRTimeline
SG Americas Securities, LLC3,464$216K<0.01%-3,46313F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC3,339$208K<0.01%-1,87113F-HRTimeline
PlanVest Financial, Inc3,251$203K0.15%13F-HRTimeline
Graves Light Lenhart Wealth, Inc.3,218$200K0.02%013F-HRTimeline
KLP KAPITALFORVALTNING AS2,900$181K<0.01%013F-HRTimeline
Aquatic Capital Management LLC2,269$141K<0.01%+1,92913F-HRTimeline
FIRST UNITED BANK & TRUST2,261$141K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,202$137K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,799$112K<0.01%-8,98613F-HRTimelineGroup
STRS OHIO1,400$87.2K<0.01%-1,20013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…1,129$70.3K<0.01%013F-HRTimelineGroup
Fortitude Family Office, LLC883$55K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…709$44.2K<0.01%+35613F-HRTimelineGroup
State of Alaska, Department of Revenue606$37K<0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC591$36.8K<0.01%+52713F-HRTimeline
MOTCO585$36.4K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC560$34.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…400$24.9K<0.01%013F-HRTimeline
CITY HOLDING CO302$18.8K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…207$12.9K<0.01%-7413F-HR/ATimelineGroup
Smartleaf Asset Management LLC189$11.7K<0.01%-1013F-HRTimeline
True Link Financial Advisors, LLC185$11.5K<0.01%new13F-HR/ATimeline
BROWN, LISLE/CUMMINGS, INC.150$9.34K<0.01%013F-HRTimeline
Essential Partners LLC145$9.03K<0.01%-17313F-HRTimeline
IFP Advisors, Inc119$7.41K<0.01%-1313F-HRTimeline
Allworth Financial LP69$4.3K<0.01%+513F-HRTimeline
GAMMA Investing LLC66$4.11K<0.01%+413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.56$3.49K<0.01%-2813F-HR/ATimelineGroup
Versant Capital Management, Inc50$3.12K<0.01%+4613F-HRTimeline
SBI Securities Co., Ltd.42$2.62K<0.01%+4113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\41$2.55K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC39$2.43K<0.01%-613F-HRTimeline
Quarry LP38$2.37K<0.01%-1613F-HRTimeline
Parallel Advisors, LLC31$1.93K<0.01%new13F-HR/ATimeline
SIGNATUREFD, LLC29$1.82K<0.01%013F-HRTimeline
True Wealth Design, LLC24$1.5K<0.01%-213F-HRTimeline
Root Financial Partners, LLC19$1.18K<0.01%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.17$1.06K<0.01%013F-HRTimeline
Covestor Ltd16$1K<0.01%-1413F-HRTimeline
NISA INVESTMENT ADVISORS, LLC14$872<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12$747<0.01%new13F-HRTimelineGroup
MAI Capital Management4$250<0.01%-413F-HRTimeline
Sunbelt Securities, Inc.4$249<0.01%-113F-HRTimeline
Larson Financial Group LLC2$125<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC2$125<0.01%-5013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1$62<0.01%-2813F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC1$62<0.01%new13F-HRTimeline