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Burke & Herbert Financial Services Corp.

Institutional holders · 13F as of Mar 31, 2026

159 holders

HolderValueShares% of shares
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$824.0K13,2280.07%
Baird Financial Group, Inc.$803.2K12,8900.06%
Voleon Capital Management LP$761.3K12,2180.06%
Quattro Advisors LLC$704.3K11,3030.06%
TEACHER RETIREMENT SYSTEM OF TEXAS$696.4K11,1770.06%
FMR LLC$672.0K10,7850.05%
VM GP VII LLC$653.0K10,4800.05%
HSBC HOLDINGS PLC$626.8K10,0560.05%
FIRST TRUST ADVISORS LP$616.5K9,8970.05%
LPL Financial LLC$600.9K8,3620.04%
Empower Advisory Group, LLC$575.7K9,2390.05%
Brandywine Global Investment Management, LLC$570.1K9,1500.05%
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies$563.3K9,0400.04%
Passive Capital Management, LLC.$543.0K8,7150.04%
Rafferty Asset Management, LLC$532.7K8,5520.04%
CITIGROUP INC$530.5K8,5140.04%
Millennium Management LLC$521.1K8,3650.04%
Atlantic Union Bankshares Corp$516.5K8,2900.04%
Quantinno Capital Management LP$516.5K8,2890.04%
Verition Fund Management LLC$500.3K8,0300.04%
MetLife Investment Management, LLC$498.7K8,0030.04%
&PARTNERS$498.6K8,0050.04%
ALPS Advisors, Inc.$498.1K7,9960.04%
IEQ CAPITAL, LLC$492.1K7,8980.04%
Modera Wealth Management, LLC$448.6K7,2000.04%
Pathstone Holdings, LLC$412.9K6,6260.03%
Focus Partners Wealth$399.4K6,4090.03%
DAVENPORT & Co LLC$395.9K6,3540.03%
TCTC Holdings, LLC$392.7K6,3030.03%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$388.3K6,2310.03%
JANUS HENDERSON GROUP PLC$386.2K6,2000.03%
PRUDENTIAL FINANCIAL INC$375.2K6,0230.03%
Brooklyn Investment Group$364.0K5,7960.03%
Beacon Pointe Advisors, LLC$361.7K5,8050.03%
SALZHAUER MICHAEL$360.2K5,7830.03%
TWO SIGMA ADVISERS, LP$343.7K5,5160.03%
Arizona State Retirement System$328.8K4,5750.02%
Citadel Advisors LLC$313.3K5,0280.02%
STIFEL FINANCIAL CORP$296.3K4,7550.02%
Royal Bank of Canada$294.0K4,7150.02%
Susquehanna Portfolio Strategies, LLC$291.6K4,6800.02%
Wealthspire Advisors, LLC$283.4K4,5480.02%
NEW YORK STATE COMMON RETIREMENT FUND$282.1K4,5270.02%
Zurcher Kantonalbank (Zurich Cantonalbank)$281.6K4,5210.02%
NTV ASSET MANAGEMENT LLC$280.1K4,4960.02%
OSAIC HOLDINGS, INC.$279.4K4,4830.02%
Cassaday & Co Wealth Management LLC$269.2K4,3200.02%
AlphaQuest LLC$265.1K4,2540.02%
MANUFACTURERS LIFE INSURANCE COMPANY, THE$255.7K4,1040.02%
Sterling Capital Management LLC$253.3K4,0660.02%
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