Institutional Ownership
Burke Herbert Finl Svcs Corp
CUSIP 12135Y108COMBHRBQ1 2026
Institutional Holders
157
13F filers
Shares Held
5.97M
Aggregate institutional
Institutional Value
$365.81M
Q1 2026
Net New Holders
+7
22 new · 15 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions22
Increased49
Decreased48
Sold out15
Institutional Holders
157 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | 982.8K | $61.22M | +2.5K | Added |
| 2 | State Street Corp | 403.9K | $25.16M | +43.0K | Added |
| 3 | Geode Capital Management, LLC | 379.6K | $23.65M | +8.9K | Added |
| 4 | Dimensional Fund Advisors LP | 367.9K | $22.92M | +50.0K | Added |
| 5 | American Century Companies Inc | 342.5K | $21.33M | +70.8K | Added |
| 6 | Endeavour Capital Advisors Inc | 305.2K | $19.01M | +179.9K | Added |
| 7 | Hutchinson Capital Management/Ca | 258.1K | $16.08M | 0 | Held |
| 8 | Fourthstone LLC | 246.4K | $15.35M | +173.8K | Added |
| 9 | Burke & Herbert Bank & Trust Co | 221.7K | $13.81M | −75 | Reduced |
| 10 | Evermay Wealth Management LLC | 185.8K | $11.57M | +185.8K | New |
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