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Burke & Herbert Financial Services
BHRB
73.020
0.83% ( -0.610 )
Closed: Jul 30, 15:59:56 (EDT)
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Overview
Overview
Options
Options
News
News
Posts
Posts
Financials
Financials
Forecast
Forecast
Valuation
Valuation
Shareholders
Shareholders
Profile
Profile
All Shareholders
Institutional Holders
Insiders
All Shareholders
Shareholder Type
Public and others
51.34%
Institutions
33.42%
Individuals & Insiders
15.08%
Private companies
0.16%
Major Shareholders
Latest
Major Shareholders Latest
Shareholder
% Held
Shares Held
Change %
Shares Changed
Report Date
Kenneth Lehman
5.84%
1.18M
--
+1.18M
05/01/2026
BlackRock, Inc.
4.87%
982.76K
1.65%
+2.51K
03/31/2026
Vanguard Capital Management, LLC
2.79%
562.22K
--
+562.22K
03/31/2026
Julian Barnwell
Independent Director
2.04%
411.96K
0.62%
+12.00K
06/19/2026
State Street Global Advisors, Inc.
2.00%
403.87K
0.40%
+43.02K
03/31/2026
Geode Capital Management, LLC
1.88%
379.64K
0.58%
+8.94K
03/31/2026
Dimensional Fund Advisors LP
1.82%
367.95K
0.29%
+49.96K
03/31/2026
American Century Investment Management Inc
1.70%
342.47K
0.11%
+70.75K
03/31/2026
Endeavour Capital Advisors Inc.
1.51%
305.19K
0.68%
+179.87K
03/31/2026
Gary Hinkle
Former Independent Director
1.50%
302.00K
0.51%
+0
04/10/2026
James Burke
Independent Director
1.33%
268.46K
0.44%
+2.00K
06/19/2026
HCM Wealth
1.28%
258.08K
0.44%
+0
03/31/2026
Fourthstone LLC
1.22%
246.42K
0.74%
+173.76K
03/31/2026
Burke & Herbert Financial Services Corp.
1.10%
221.67K
0.38%
-75.00
03/31/2026
The Goldman Sachs Group, Inc.
0.87%
174.88K
0.30%
+0
06/30/2026
Bridgeway Capital Management, LLC
0.84%
170.16K
<0.01%
+42.45K
03/31/2026
Vanguard Portfolio Management, LLC
0.66%
133.98K
--
+133.98K
03/31/2026
Georgette George
Independent Director
0.66%
132.71K
0.20%
+3.97K
06/19/2026
Northern Trust Global Investments
0.59%
118.70K
0.16%
+5.82K
03/31/2026
Charles Schwab Investment Management, Inc.
0.55%
110.18K
0.19%
+0
06/30/2026