Burke & Herbert Financial Services (BHRB)
Runs a multi-state community bank for deposits, lending, treasury, and wealth services.
$69.41
vs last close−0.04 (−0.06%)
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13F · 13D/G · Form 4
| Institutions | ≈ 44.24% | 8.91M shares | |
|---|---|---|---|
| 209 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 12.36% | 2.49M shares | |
| 34 holders · as of Aug 21, 2026 | |||
| Other | ≈ 43.40% | 8.75M shares | |
| remainder | |||
20.15M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
13F, as of Jun 30, 2026
209 holders · 8.91M shares · 66 new positions · 160 increased · 27 reduced · 20 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.22M | 6.05% | +235.7K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 750.1K | 3.72% | +187.9K | Aug 13, 2026 |
| State Street Corp | 557.5K | 2.77% | +153.7K | Aug 7, 2026 |
| American Century Companies Inc | 489.2K | 2.43% | +146.7K | Aug 12, 2026 |
| Geode Capital Management, LLC | 462.1K | 2.29% | +82.5K | Aug 12, 2026 |
| Endeavour Capital Advisors Inc | 459.2K | 2.28% | +154.0K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 452.3K | 2.24% | +84.3K | Aug 11, 2026 |
| AllianceBernstein L.P. | 325.4K | 1.61% | +280.0K | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Kenneth R. Lehman | 5.85% | 1.18M | 13G | May 4, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 20, 2026 | David Wilsondirector | Purchase | 35 | $70.57 | 435 |
| Aug 14, 2026 | James P. II Gearydirector | Sale · 2 lots | 3,150 | $72.83 | 9,457 |
| Aug 3, 2026 | James P. II Gearydirector | Sale · 2 lots | 3,150 | $73.93 | 9,457 |
| Aug 12, 2026 | Diane Poillondirector | Purchase | 1,200 | $73.67 | 4,128 |
| Aug 11, 2026 | James Mason Burkedirector | Sale | 1,500 | $73.03 | 258,480 |
| Aug 6, 2026 | Shawn Patrick McLaughlindirector | Purchase | 1,000 | $73.25 | 71,000 |
| Aug 3, 2026 | Katherine Diane Bonnafedirector | Sale | 1,000 | $73.65 | 8,200 |
| Jul 31, 2026 | David Wilsondirector | Purchase | 100 | $73.68 | 23,448 |
| Aug 4, 2026 | David Wilsondirector | Purchase | 34 | $73.69 | 232 |
| Aug 3, 2026 | Georgette R. Georgedirector | Sale | 1,000 | $73.67 | 38,321 |
House and Senate disclosures
Not reported.