Burke & Herbert Financial Services Corp.

Institutional holders · 13F as of Mar 31, 2026

Holder	Value	Shares	% of shares
AVENIR CORP	$249.2K	4,000	0.02%
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC	$236.2K	3,790	0.02%
Y-Intercept (Hong Kong) Ltd	$235.7K	3,783	0.02%
Police & Firemen's Retirement System of New Jersey	$232.5K	3,732	0.02%
Mariner, LLC	$221.1K	3,550	0.02%
LOWE BROCKENBROUGH & CO INC	$218.1K	3,500	0.02%
SEI INVESTMENTS CO	$213.2K	3,422	0.02%
INTECH INVESTMENT MANAGEMENT LLC	$208.0K	3,339	0.02%
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	$203.1K	3,260	0.02%
Graves Light Lenhart Wealth, Inc.	$200.5K	3,218	0.02%
KLP KAPITALFORVALTNING AS	$180.7K	2,900	0.01%
STRS OHIO	$162.0K	2,600	0.01%
The PNC Financial Services Group, Inc.	$158.8K	2,210	0.01%
FIRST UNITED BANK & TRUST	$140.8K	2,261	0.01%
Ameritas Investment Partners, Inc.	$70.3K	1,129	0.01%
Fortitude Family Office, LLC	$55.0K	883	0.00%
LOS ANGELES CAPITAL MANAGEMENT LLC	$36.8K	591	0.00%
MOTCO	$36.4K	585	0.00%
HHM Wealth Advisors, LLC	$34.9K	560	0.00%
Kestra Advisory Services, LLC	$30.3K	487	0.00%
Steward Partners Investment Advisory, LLC	$24.9K	400	0.00%
Tower Research Capital LLC (TRC)	$22.0K	353	0.00%
Aquatic Capital Management LLC	$21.2K	340	0.00%
CITY HOLDING CO	$18.8K	302	0.00%
EverSource Wealth Advisors, LLC	$17.5K	281	0.00%
Smartleaf Asset Management LLC	$12.4K	199	0.00%
NewEdge Advisors, LLC	$10.6K	170	0.00%
BROWN, LISLE/CUMMINGS, INC.	$9.3K	150	0.00%
Quantbot Technologies LP	$9.3K	150	0.00%
IFP Advisors, Inc	$8.2K	132	0.00%
Optiver Holding B.V.	$5.2K	84	0.00%
Allworth Financial LP	$4.0K	64	0.00%
GAMMA Investing LLC	$3.9K	62	0.00%
Eurizon Capital SGR S.p.A.	$3.4K	54	0.00%
Quarry LP	$3.4K	54	0.00%
Farther Finance Advisors, LLC	$3.2K	52	0.00%
LSV ASSET MANAGEMENT	$2.8K	45,200	0.22%
ROTHSCHILD INVESTMENT LLC	$2.8K	45	0.00%
SIGNATUREFD, LLC	$1.8K	29	0.00%
True Wealth Design, LLC	$1.6K	26	0.00%
Pinnacle Wealth Planning Services, Inc.	$1.2K	17	0.00%
Cambridge Investment Research Advisors, Inc.	$1.1K	17,900	0.09%
T. Rowe Price Associates, Inc.	$927	14,874	0.07%
NISA INVESTMENT ADVISORS, LLC	$872	14	0.00%
JONES FINANCIAL COMPANIES LLLP	$748	12	0.00%
SG Americas Securities, LLC	$640	8,912	0.04%
PHILADELPHIA TRUST CO	$614	9,858	0.05%
CWM, LLC	$320	5,128	0.03%
Sunbelt Securities, Inc.	$312	5	0.00%
MAI Capital Management	$250	4	0.00%