Burke & Herbert Financial Services Corp. (BHRB) Institutional Ownership & Insider Trading

207 institutions reported holding Burke & Herbert Financial Services Corp. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 19 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

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Market cap: 1.4B
P/E TTM: 13.6
Dividend yield: 3.1%
52-week: —
Next earnings: 20 Jan, in 88 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

207 institutions held 44.7% of the shares. Across filers that reported both quarters, shares held changed +37.1%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	207	9	+37.1%	89	60	24	13
Mar 26	163	7	+15.6%	43	20	44	14
Dec 25	151	6	+1.3%	38	10	47	10
Sep 25	145	6	+7.2%	49	26	27	13
Jun 25	135	5	+4.6%	42	14	34	14
Mar 25	134	5	-0.6%	27	25	32	10
Dec 24	118	5	+3.3%	33	13	22	5
Sep 24	108	5	+7.0%	33	14	24	11

Burke & Herbert Financial Services Corp. — questions

Who owns Burke & Herbert Financial Services Corp. stock?: 207 institutions reported Burke & Herbert Financial Services Corp. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (6.0%), VANGUARD CAPITAL MANAGEMENT LLC (3.7%), STATE STREET CORP (2.8%).
Are Burke & Herbert Financial Services Corp. insiders buying or selling?: 19 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from Burke & Herbert Financial Services Corp.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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