BURKE HERBERT FINL SVCS CORP (BHRB) is held by 96 institutional investors that disclose positions via SEC 13F filings. The largest disclosed holder is BlackRock, Inc. as of Q1 2026.

Are institutions buying or selling BHRB?

In Q1 2026, 53 institutions opened or increased positions in BURKE HERBERT FINL SVCS CORP while 38 reduced or exited — a net buying quarter.

What is the Smart Money Verdict on BHRB?

The Smart Money Verdict combines four independent sources (institutional 13F activity, insider trades, activist filings, and congressional trades) into a single assessment for BURKE HERBERT FINL SVCS CORP.

How many hedge funds hold BHRB?

96 institutional investors report holding BURKE HERBERT FINL SVCS CORP (BHRB) as of Q1 2026, based on SEC 13F filings.

Is institutional money flowing into BHRB?

As of Q1 2026, tracked institutions in BURKE HERBERT FINL SVCS CORP show 53 buyers versus 38 sellers — net inflows.

BURKE HERBERT FINL SVCS CORP

BHRB·12135Y108·US·Common Stock·Financial Services - Banks - Regional-13D/G

Holders

Avg rating(23 Elite)

$316.2M

Total Value

58% (105)

Fund Consensus

53 buying - 38 selling

Smart Money Verdict

View all

Held by 96 funds

23 elite

Who's Trading

InsiderBJBarnwell Julian Forrest Jr.Buy $314KJun 3, 2026

InsiderUSUpson Jill SSell $70KMay 20, 2026

InsiderRDRiojas Jose DavidBuy $62KMay 12, 2026

InsiderRDRiojas Jose DavidBuy $19KMay 12, 2026

InsiderBJBarnwell Julian Forrest Jr.Buy $315KMay 11, 2026

ActivistKRKenneth R. Lehman5.8%May 4, 2026

InsiderBPBOYLE DAVID PTax 6K shMay 3, 2026

InsiderTSTISSUE ROBERT STax 1K shMay 3, 2026

InsiderMIMADDY H CHARLES IIITax 2K shMay 3, 2026

Activist

The Vanguard Group0.0%Mar 26, 2026

View all insider trades View all activist filings

13F: Mar 31, 2026Insider & Congress: Updated regularly

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	982,759(+0.3%)	$61.2M	0.0%	+17.21%	29
VAVANGUARD CAPITAL MANAGEMENT LLC	New	562,215	$35M	0.0%	+6.89%	40
STATE STREET CORP	Increased	403,868(+11.9%)	$25.2M	0.0%	+25.05%	32
GEODE CAPITAL MANAGEMENT, LLC	Increased	379,643(+2.4%)	$23.7M	0.0%	+35.57%	29
DIMENSIONAL FUND ADVISORS LP	Increased	367,948(+15.7%)	$22.9M	0.0%	+35.85%	33
AMERICAN CENTURY COMPANIES INC	Increased	342,469(+26.0%)	$21.3M	0.0%	+16.96%	35
GOLDMAN SACHS GROUP INC	Increased	183,133(+11.5%)	$11.4M	0.0%	+15.01%	31
VPVANGUARD PORTFOLIO MANAGEMENT LLC	New	133,975	$8.3M	0.0%	+6.89%	38
NORTHERN TRUST CORP	Increased	118,697(+5.2%)	$7.4M	0.0%	+30.99%	29
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	110,179(+0.6%)	$6.9M	0.0%	+25.19%	27
MORGAN STANLEY	Increased	102,860(+5.7%)	$6.4M	0.0%	+18.74%	29
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	101,644(-3.8%)	$6.3M	0.0%	+29.24%	0
Bank of New York Mellon Corp	Decreased	88,129(-1.6%)	$5.5M	0.0%	+28.07%	0
VFVANGUARD FIDUCIARY TRUST CO	New	85,492	$5.3M	0.0%	+6.89%	37
Empowered Funds, LLC	Increased	67,280(+46.1%)	$4.2M	0.0%	+12.25%	36
ROYCE & ASSOCIATES LP	Decreased	59,102(-1.5%)	$3.7M	0.0%	+46.55%	0
AQR CAPITAL MANAGEMENT LLC	Decreased	57,427(-23.0%)	$3.6M	0.0%	+17.15%	0
TWO SIGMA INVESTMENTS, LP	Increased	47,285(+47.9%)	$2.9M	0.0%	+19.95%	36
ALLIANCEBERNSTEIN L.P.	Increased	45,416(+0.9%)	$2.8M	0.0%	+22.61%	26
UBS Group AG	Increased	44,159(+33.2%)	$2.8M	0.0%	+17.23%	34