BURKE HERBERT FINL SVCS CORP

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

BHRB (BURKE HERBERT FINL SVCS CORP) is held by 91 institutional investors as of Q1 2026. Largest holders: BlackRock, Inc. ($61.2M), STATE STREET CORP ($25.2M), GEODE CAPITAL MANAGEMENT, LLC ($23.7M). Net institutional sentiment: Mixed.

91

Holders

Avg rating(7 Elite)

$265.5M

Total Value

55% (101)

Fund Consensus

48 buying - 40 selling

Smart Money Verdict

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62Mixed MomentumStrong Convergence

Institutional (13F)60

Insider (Form 4)73

Activist (13D/13G)50

Congressional (STOCK Act)

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See how BHRB's score breaks down across 4 SEC sources

Holder Quality

7

★★★★★

Elite

33

★★★★

Strong

30

★★★

Solid

25

★★

Below

6

★

Weak

Held by 91 funds

7 elite

Who's Trading

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

ActivistThe Vanguard Group0.0%Mar 26, 2026

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

Positions (91)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	982,759(+0.3%)	$61.2M	0.0%	+2.49%	29
STATE STREET CORP	Increased	403,868(+11.9%)	$25.2M	0.0%	+9.34%	32
GEODE CAPITAL MANAGEMENT, LLC	Increased	379,643(+2.4%)	$23.7M	0.0%	+18.54%	29
DIMENSIONAL FUND ADVISORS LP	Increased	367,948(+15.7%)	$22.9M	0.0%	+18.79%	33
AMERICAN CENTURY COMPANIES INC	Increased	342,469(+26.0%)	$21.3M	0.0%	+2.27%	35
GOLDMAN SACHS GROUP INC	Increased	183,133(+11.5%)	$11.4M	0.0%	+0.57%	31
NORTHERN TRUST CORP	Increased	118,697(+5.2%)	$7.4M	0.0%	+14.53%	29
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	110,179(+0.6%)	$6.9M	0.0%	+9.46%	27
MORGAN STANLEY	Increased	102,860(+5.7%)	$6.4M	0.0%	+3.83%	29
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	Decreased	101,644(-3.8%)	$6.3M	0.0%	+13.01%	0
Bank of New York Mellon Corp	Decreased	88,129(-1.6%)	$5.5M	0.0%	+11.99%	0
Empowered Funds, LLC	Increased	67,280(+46.1%)	$4.2M	0.0%	-1.85%	36
ROYCE & ASSOCIATES LP	Decreased	59,102(-1.5%)	$3.7M	0.0%	+28.14%	0
AQR CAPITAL MANAGEMENT LLC	Decreased	57,427(-23.0%)	$3.6M	0.0%	+2.43%	0
TWO SIGMA INVESTMENTS, LP	Increased	47,285(+47.9%)	$2.9M	0.0%	+4.89%	36
ALLIANCEBERNSTEIN L.P.	Increased	45,416(+0.9%)	$2.8M	0.0%	+7.21%	26
UBS Group AG	Increased	44,159(+33.2%)	$2.8M	0.0%	+2.51%	34
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	40,346(+102.0%)	$2.5M	0.0%	-2.48%	42
BNP PARIBAS FINANCIAL MARKETS	Increased	38,372(+34.7%)	$2.4M	0.0%	-0.05%	34
JPMORGAN CHASE & CO	Decreased	38,460(-31.9%)	$2.4M	0.0%	+3.08%	0

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer