Burke & Herbert Financial Services Corp.
Burke & Herbert Financial Services Corp. (BHRB) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · BHRB · as of Mar 31, 2025
Ownership Breakdown
135
Institutional Holders
▲ 16 vs Q4
$291.72M
Total Inst. Value
▼ $32.17M vs Q4
15.02M
Shares Outstanding
freeFloat 85.75%
5.20M
13F Shares Held
▲ 5,336 vs Q4
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
BHRB largest shareholders · institutional ownership
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
BLACKROCK, INC. national commercial banks | 1.02M | 6.79% | 6.79% | $57.07B | May 2, 2025 | ▼ 8.2K |
VANGUARD GROUP INC national commercial banks | 740.5K | 4.95% | 4.95% | $41.55B | May 9, 2025 | ▲ 8.3K |
GEODE CAPITAL MANAGEMENT, LLC national commercial banks | 316.2K | 2.11% | 2.11% | $17.74B | May 13, 2025 | ▲ 10.3K |
DIMENSIONAL FUND ADVISORS LP national commercial banks | 309.5K | 2.07% | 2.07% | $17.37B | May 13, 2025 | ▼ 31.2K |
STATE STREET CORP national commercial banks | 293.6K | 1.96% | 1.96% | $16.47B | May 15, 2025 | ▼ 12.3K |
HUTCHINSON CAPITAL MANAGEMENT/CA national commercial banks | 257.1K | 1.72% | 1.72% | $14.42B | May 12, 2025 | — held |
BURKE & HERBERT BANK & TRUST CO national commercial banks | 251.7K | 1.68% | 1.68% | $14.12B | Apr 29, 2025 | ▼ 3.7K |
NORTHERN TRUST CORP national commercial banks | 130.3K | 87.04% | 87.04% | $7.31B | May 13, 2025 | ▲ 176 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC national commercial banks | 108.6K | 72.53% | 72.53% | $6.09B | Sep 15, 2025 | ▼ 2.0K |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC national commercial banks | 102.7K | 68.60% | 68.60% | $5.76B | May 14, 2025 | NEW |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
17
Increased
+165.5K shares10
New Positions
first time holders13
Decreased
−547.3K shares0
Sold Out
fully exitedNet shares change (top 50)
381.8K
+165.5K / −547.3K
Net new holders
+14
10 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
BHRB insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
18
Buy transactions
12
Sell transactions
1.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
LUNDBLAD CARL D EVP, Chief Operating Officer | Jun 3, 2026 | Award | 6,444 | — | — | 26.7K | Form 4 ↗ |
Barnwell Julian Forrest Jr. director | Jun 3, 2026 | Purchase | 5,000 | $62.76 | $313.8K | 26.6K | Form 4 ↗ |
Burke James Mason director | May 27, 2026 | J-Other | 1,000 | — | — | 260.0K | Form 4 ↗ |
Burke James Mason director | May 27, 2026 | J-Other | 1,000 | — | — | 8.5K | Form 4 ↗ |
Upson Jill S director | May 20, 2026 | Sale | 1,112 | $63.30 | $70.4K | 2.0K | Form 4 ↗ |
LUNDBLAD CARL D EVP, Chief Operating Officer | May 15, 2026 | Award | 9,743 | — | — | 20.2K | Form 4 ↗ |
Riojas Jose David director | May 12, 2026 | Purchase | 1,000 | $62.00 | $62.0K | 20.0K | Form 4 ↗ |
Riojas Jose David director | May 12, 2026 | Purchase | 300 | $62.00 | $18.6K | 11.5K | Form 4 ↗ |
Barnwell Julian Forrest Jr. director | May 11, 2026 | Purchase | 5,000 | $63.05 | $315.2K | 208.9K | Form 4 ↗ |
Halyama Roy Eugene EVP, Chief Financial Officer | May 3, 2026 | Tax Withhold | 2,649 | $64.64 | $171.2K | 21.1K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Burke & Herbert Financial Services Corp. (BHRB) is primarily owned by institutional investors, who hold approximately 34.6% of total shares outstanding. Company insiders own approximately 14.25%, while retail and public investors account for the remaining 51.14%.
The largest institutional shareholder of Burke & Herbert Financial Services Corp. is BLACKROCK, INC., holding approximately 1.02 million shares — equal to 6.79% of outstanding shares — as of March 31, 2025.
A total of 135 institutional investors currently hold BHRB stock, with a combined institutional value of approximately $291,720,953 as of the most recent 13F filing period.
Frequently asked questions
BHRB ownershipBurke & Herbert Financial Services Corp. (BHRB) is primarily owned by institutional investors, who hold approximately 34.6% of shares. The largest shareholder is BLACKROCK, INC. with a 6.79% stake. Company insiders hold 14.25%. Data sourced from SEC Form 13F as of March 31, 2025.