Institutional Ownership
Burke Herbert Finl Svcs Corp
CUSIP 12135Y108COMBHRBQ1 2026
13D / 13G Filings
2
Schedule 13D/13G on record
Beneficial Filers
2
Distinct reporting persons
Largest Stake
6.4%
Max % of class reported
Institutional Holders
157
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
2 filings · latest Jul 29, 2025
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Blackrock, Inc. | 982.8K | $61.22M |
| 2 | State Street Corp | 403.9K | $25.16M |
| 3 | Geode Capital Management, LLC | 379.6K | $23.65M |
| 4 | Dimensional Fund Advisors LP | 367.9K | $22.92M |
| 5 | American Century Companies Inc | 342.5K | $21.33M |
| 6 | Endeavour Capital Advisors Inc | 305.2K | $19.01M |
| 7 | Hutchinson Capital Management/Ca | 258.1K | $16.08M |
| 8 | Fourthstone LLC | 246.4K | $15.35M |
| 9 | Burke & Herbert Bank & Trust Co | 221.7K | $13.81M |
| 10 | Evermay Wealth Management LLC | 185.8K | $11.57M |