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Burke & Herbert Financial Services Corp.

Institutional holders · 13F as of Jun 30, 2026

159 holders

HolderValue ↓Shares% of shares
BlackRock, Inc.$87.56M1,218,4206.04%
VANGUARD GROUP INC$48.59M779,8003.86%
STATE STREET CORPORATION$40.07M557,5472.76%
Endeavour Capital Advisors Inc.$33.00M459,1762.27%
GEODE CAPITAL MANAGEMENT, LLC$23.65M379,6431.88%
Dimensional Fund Advisors LP$19.81M317,9911.58%
AMERICAN CENTURY COMPANIES INC$16.93M271,7161.35%
HUTCHINSON CAPITAL MANAGEMENT/CA$16.08M258,0801.28%
BURKE & HERBERT BANK & TRUST CO$15.65M217,7421.08%
EVERMAY WEALTH MANAGEMENT LLC$11.57M185,7650.92%
THE GOLDMAN SACHS GROUP, INC.$10.24M164,2630.81%
NORTHERN TRUST CORP$7.03M112,8750.56%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$6.82M109,4740.54%
BRIDGEWAY CAPITAL MANAGEMENT, LLC$6.41M102,8800.51%
Hotchkis and Wiley Capital Management, LLC$6.33M101,6440.50%
Morgan Stanley$6.07M97,3620.48%
Bank of New York Mellon Corp/The$5.49M88,1290.44%
Fourthstone LLC$4.53M72,6630.36%
Verdence Capital Advisors LLC$4.15M66,6670.33%
ROYCE & ASSOCIATES LP$3.74M59,9950.30%
AQR Capital Management, LLC$3.58M57,4270.28%
JPMORGAN CHASE & CO$3.52M56,4340.28%
TWO SIGMA INVESTMENTS, LP$2.95M47,2850.23%
Empowered Funds, LLC$2.87M46,0530.23%
AllianceBernstein L.P.$2.83M45,4160.22%
BNP PARIBAS FINANCIAL MARKETS$2.39M38,3720.19%
UBS Group AG$2.07M33,1460.16%
EJF Capital LP$2.03M32,6180.16%
MARSHALL WACE, LLP$2.02M32,3930.16%
WELLS FARGO & COMPANY/MN$1.86M29,8420.15%
Barclays PLC$1.77M28,3920.14%
Russell Investments Group, Ltd.$1.69M27,1790.13%
Swiss National Bank$1.66M26,6000.13%
Moors & Cabot, Inc.$1.62M25,9580.13%
FIFTH THIRD BANCORP$1.36M21,8760.11%
Quadrature Capital Ltd$1.29M17,9740.09%
MERCER GLOBAL ADVISORS INC /ADV$1.24M19,9690.10%
Nuveen, LLC$1.24M19,9190.10%
BANK OF AMERICA CORP /DE$1.19M19,1250.09%
D. E. Shaw & Co., Inc.$1.16M18,5960.09%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.13M18,1730.09%
DEUTSCHE BANK AG$1.11M15,4640.08%
Principal Financial Group Inc$1.04M16,6640.08%
Invesco Ltd.$1.02M16,3880.08%
AMERIPRISE FINANCIAL INC$963.5K15,4630.08%
Franklin Resources, Inc.$932.7K14,9680.07%
Universal- Beteiligungs- und Servicegesellschaft mbH$918.1K14,7340.07%
RHUMBLINE ADVISERS$915.2K14,6930.07%
Legal & General Group Plc$899.7K14,4200.07%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$850.1K13,6360.07%
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