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Burke & Herbert Financial SE (BHRB)

CUSIP: 12135Y108 | NYSE | Financial Services · Banks - Regional | Small Cap | 295 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ALehman Kenneth R993,3434.9%Newly reportedAug 13, 2026No 13F filer matched
13G/ALehman Kenneth R993,343
4.9% of class · Aug 13, 2026Newly reported
No 13F filer matched

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP477,144
0.0% of portfolio›$32.7M
Burke & Herbert Bank & Trust Co208,035
3.5% of portfolio›$14.3M
Bank of New York Mellon Corp110,993
0.0% of portfolio›$7.6M
Verdence Capital Advisors LLC78,746
0.2% of portfolio›$5.4M
Principal Financial Group Inc59,900
0.0% of portfolio›$4.1M
Kestra Advisory Services, LLC31,624
0.0% of portfolio›$2.2M
Salzhauer Michael24,121
0.7% of portfolio›$1.7M
Cambridge Investment Research Advisors, Inc.22,569
0.0% of portfolio›$1.5M
Fifth Third Bancorp21,876
0.0% of portfolio›$1.5M
Rosenthal | Henry Capital Advisors, Inc.20,895
1.3% of portfolio›$1.4M
Enhancing Capital LLC15,508
0.7% of portfolio›$1.1M
Citigroup Inc14,576
0.0% of portfolio›$999.9K
LifeGuide Financial Advisors, LLC14,260
0.3% of portfolio›$978.2K
Wealth Enhancement Advisory Services, LLC13,145
0.0% of portfolio›$906.4K
Davenport & Co LLC11,998
0.0% of portfolio›$823.1K
J.W. Cole Advisors, Inc.8,487
0.0% of portfolio›$582.2K
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies7,429
0.4% of portfolio›$509.6K
Folger Nolan Fleming Douglas Capital Management, Inc7,368
0.0% of portfolio›$505.5K
Creative Planning7,320
0.0% of portfolio›$502.2K
Modera Wealth Management, LLC7,200
0.0% of portfolio›$493.9K
LS Investment Advisors, LLC6,856
0.1% of portfolio›$470.3K
NTV Asset Management LLC6,774
0.0% of portfolio›$464.7K
Bailard, Inc.6,351
0.0% of portfolio›$435.7K
Tctc Holdings, LLC6,303
0.0% of portfolio›$432.4K
Sterling Capital Management LLC4,858
0.0% of portfolio›$333.3K
Arizona State Retirement System4,681
0.0% of portfolio›$321.1K
Fidelity D & D Bancorp Inc4,454
0.1% of portfolio›$305.5K
Canton Hathaway, LLC4,446
0.1% of portfolio›$305.0K
Cassaday & Co Wealth Management LLC4,320
0.0% of portfolio›$296.4K
Ritholtz Wealth Management4,224
0.0% of portfolio›$289.8K
Commonwealth Equity Services, LLC4,099
0.0% of portfolio›$281.2K
Truist Financial Corp4,088
0.0% of portfolio›$280.4K
Graves Light Lenhart Wealth, Inc.3,218
0.0% of portfolio›$220.8K
Pictet Asset Management Holding SA2,978
0.0% of portfolio›$204.3K
First United Bank & Trust2,202
0.0% of portfolio›$151.1K
Signaturefd, LLC1,505
0.0% of portfolio›$103.3K
Larson Financial Group LLC1,485
0.0% of portfolio›$101.9K
Fortitude Family Office, LLC885
0.0% of portfolio›$60.7K
State of Alaska, Department of Revenue808
0.0% of portfolio›$55.0K
City Holding Co302
0.0% of portfolio›$20.7K
Versant Capital Management, Inc214
0.0% of portfolio›$14.7K
US Bancorp \de\168
0.0% of portfolio›$11.5K
Brown, Lisle Ings, Inc.150
0.0% of portfolio›$10.3K
EverSource Wealth Advisors, LLC139
0.0% of portfolio›$9.5K
Nisa Investment Advisors, LLC130
0.0% of portfolio›$8.9K
IFP Advisors, Inc129
0.0% of portfolio›$8.8K
Essential Partners LLC111
0.0% of portfolio›$7.6K
Bare Financial Services, Inc101
0.0% of portfolio›$6.9K
Gamma Investing LLC86
0.0% of portfolio›$5.9K
Harbor Capital Advisors, Inc.85
0.0% of portfolio›$6
Silver Grove Financial Group, Inc.78
0.0% of portfolio›$5.4K
SJS Investment Consulting Inc.71
0.0% of portfolio›$4.9K
Advocate Investing Services LLC50
0.0% of portfolio›$3.4K
Parallel Advisors, LLC46
0.0% of portfolio›$3.2K
Root Financial Partners, LLC44
0.0% of portfolio›$3.0K
Farther Finance Advisors, LLC44
0.0% of portfolio›$3.0K
True Wealth Design, LLC24
0.0% of portfolio›$1.6K
Clark Wealth Partners20
0.0% of portfolio›$1.4K
Pinnacle Wealth Planning Services, Inc.17
0.0% of portfolio›$1.2K
SBI Securities Co., Ltd.2
0.0% of portfolio›$137
Hughes Financial Services, LLC2
0.0% of portfolio›$142
Ascentis Wealth Management, LLC2
0.0% of portfolio›$137
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
477,144$32.7M0.0%IndexLowAustin, TX2026-11-04
Burke & Herbert Bank & Trust Co
208,035$14.3M3.5%CoreVery LowAlexandria, VA2026-11-02
Bank of New York Mellon Corp
110,993$7.6M0.0%CoreLowNew York, NY2026-11-05
Verdence Capital Advisors LLC
78,746$5.4M0.2%CoreMediumHunt Valley, MD2026-10-26
Principal Financial Group Inc
59,900$4.1M0.0%CoreLowDes Moines, IA2026-11-02
Kestra Advisory Services, LLC
31,624$2.2M0.0%CoreLowAustin, TX2026-11-02
Salzhauer Michael
24,121$1.7M0.7%GARPLowNew York, NY2026-10-28
Cambridge Investment Research Advisors, Inc.
22,569$1.5M0.0%ETFLowFairfield, IA2026-11-02
Fifth Third Bancorp
21,876$1.5M0.0%IndexVery LowCincinnati, OH2026-11-05
Rosenthal | Henry Capital Advisors, Inc.
20,895$1.4M1.3%Deep ValueLowMishawaka, IN2026-10-27
Enhancing Capital LLC
15,508$1.1M0.7%CoreVery LowHarrisburg, PA2026-10-26
Citigroup Inc
14,576$999.9K0.0%CoreMediumNew York, NY2026-11-04
LifeGuide Financial Advisors, LLC
14,260$978.2K0.3%ETFVery LowMechanicsburg, PA2026-10-20
Wealth Enhancement Advisory Services, LLC
13,145$906.4K0.0%CoreLowPlymouth, MN2026-10-13
Davenport & Co LLC
11,998$823.1K0.0%CoreMediumRichmond, VA2026-10-14
J.W. Cole Advisors, Inc.
8,487$582.2K0.0%IndexLowTampa, FL2026-11-05
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies
7,429$509.6K0.4%ETFVery LowLynchburg, VA2026-10-27
Folger Nolan Fleming Douglas Capital Management, Inc
7,368$505.5K0.0%CoreLowWashington, DC2026-10-13
Creative Planning
7,320$502.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Modera Wealth Management, LLC
7,200$493.9K0.0%ETFVery LowWestwood, NJ2026-10-28
LS Investment Advisors, LLC
6,856$470.3K0.1%CoreLowBloomfield Hills, MI2026-10-13
NTV Asset Management LLC
6,774$464.7K0.0%GrowthLowCharleston, WV2026-10-23
Bailard, Inc.
6,351$435.7K0.0%GrowthMediumFoster City, CA2026-10-13
Tctc Holdings, LLC
6,303$432.4K0.0%ValueVery LowDallas, TX2026-11-02
Sterling Capital Management LLC
4,858$333.3K0.0%GARPMediumCharlotte, NC2026-10-22
Arizona State Retirement System
4,681$321.1K0.0%IndexVery LowPhoenix, AZ2026-11-03
Fidelity D & D Bancorp Inc
4,454$305.5K0.1%ETFVery LowScranton, PA2026-11-05
Canton Hathaway, LLC
4,446$305.0K0.1%ValueLowProvidence, RI2026-10-23
Cassaday & Co Wealth Management LLC
4,320$296.4K0.0%ETFVery LowMclean, VA2026-10-27
Ritholtz Wealth Management
4,224$289.8K0.0%IndexLowNew York, NY2026-11-05
Commonwealth Equity Services, LLC
4,099$281.2K0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
4,088$280.4K0.0%CoreLowCharlotte, NC2026-10-30
Graves Light Lenhart Wealth, Inc.
3,218$220.8K0.0%ETFVery LowHarrisonburg, VA2026-10-09
Pictet Asset Management Holding SA
2,978$204.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
First United Bank & Trust
2,202$151.1K0.0%CoreLowOakland, MD2026-10-22
Signaturefd, LLC
1,505$103.3K0.0%IndexLowAtlanta, GA2026-10-23
Larson Financial Group LLC
1,485$101.9K0.0%GrowthLowSt Louis, MO2026-11-05
Fortitude Family Office, LLC
885$60.7K0.0%ETFMediumScottsdale, AZ2026-10-14
State of Alaska, Department of Revenue
808$55.0K0.0%CoreVery LowJuneau, AK2026-10-15
City Holding Co
302$20.7K0.0%CoreLowCharleston, WV2026-10-19
Versant Capital Management, Inc
214$14.7K0.0%GARPLowPhoenix, AZ2026-10-02
US Bancorp \de\
168$11.5K0.0%IndexLowMinneapolis, MN2026-11-05
Brown, Lisle Ings, Inc.
150$10.3K0.0%CoreVery LowProvidence, RI2026-10-16
EverSource Wealth Advisors, LLC
139$9.5K0.0%CoreMediumBirmingham, AL2026-11-04
Nisa Investment Advisors, LLC
130$8.9K0.0%IndexVery LowSt. Louis, MO2026-10-20
IFP Advisors, Inc
129$8.8K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
111$7.6K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Bare Financial Services, Inc
101$6.9K0.0%ETFVery LowGap, PA2026-11-04
Gamma Investing LLC
86$5.9K0.0%IndexVery LowFoster City, CA2026-10-08
Harbor Capital Advisors, Inc.
85$60.0%ValueHighChicago, IL2026-10-22
Silver Grove Financial Group, Inc.
78$5.4K0.0%CoreMediumOrchard Park, NY2026-11-05
SJS Investment Consulting Inc.
71$4.9K0.0%ETFVery LowSylvania, OH2026-10-26
Advocate Investing Services LLC
50$3.4K0.0%ETFLowWoodbine, MD2026-10-26
Parallel Advisors, LLC
46$3.2K0.0%IndexLowSan Francisco, CA2026-11-03
Root Financial Partners, LLC
44$3.0K0.0%ETFMediumEncinitas, CA2026-10-21
Farther Finance Advisors, LLC
44$3.0K0.0%IndexLowSan Francisco, CA2026-10-08
True Wealth Design, LLC
24$1.6K0.0%ETFMediumAkron, OH2026-10-13
Clark Wealth Partners
20$1.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Pinnacle Wealth Planning Services, Inc.
17$1.2K0.0%GARPLowMansfield, OH2026-10-27
SBI Securities Co., Ltd.
2$1370.0%Agg GrowthLowTokyo, Mexico2026-10-22
Hughes Financial Services, LLC
2$1420.0%ETFLowHerndon, VA2026-10-30
Ascentis Wealth Management, LLC
2$1370.0%Agg GrowthLowDallas, TX2026-11-03