Funds holding Burke & Herbert Financial Services Corp
ISIN US12135Y1082 · United States
- Fund holders
- 185
- Of which ETFs
- 40 145 other funds
- Value held
- 186.7M $
- Share of capital
- 14.6 % of 20.2M shares on Aug 5, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 400,806 | 25M $ | 0.00 % | 1.99 % | as of Mar 31, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 328,578 | 20.5M $ | 0.03 % | 1.63 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 244,748 | 15.8M $ | 0.07 % | 1.21 % | as of Feb 28, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 147,178 | 9.2M $ | 0.01 % | 0.73 % | as of Mar 31, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 134,585 | 8.7M $ | 0.03 % | 0.67 % | as of Apr 30, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 116,053 | 7.2M $ | 0.06 % | 0.57 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 100,983 | 6.3M $ | 0.17 % | 0.50 % | as of Mar 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 81,619 | 5.2M $ | 0.03 % | 0.40 % | as of Apr 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 69,737 | 4.5M $ | 0.01 % | 0.35 % | as of Feb 28, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 66,964 | 4.3M $ | 0.03 % | 0.33 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 64,342 | 4.1M $ | 0.02 % | 0.32 % | as of Feb 28, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 47,320 | 3M $ | 0.02 % | 0.23 % | as of Apr 30, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 45,815 | 2.9M $ | 0.02 % | 0.23 % | as of Apr 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,440 | 2.9M $ | 0.02 % | 0.22 % | as of Apr 30, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 37,431 | 2.3M $ | 1.36 % | 0.19 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 35,600 | 2.2M $ | 0.18 % | 0.18 % | as of Mar 31, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 35,525 | 2.3M $ | 0.03 % | 0.18 % | as of Apr 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 35,368 | 2.2M $ | 0.11 % | 0.18 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 34,152 | 2.1M $ | 0.18 % | 0.17 % | as of Mar 31, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 33,962 | 2.2M $ | 0.09 % | 0.17 % | as of Apr 30, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 29,518 | 1.9M $ | 0.03 % | 0.15 % | as of Apr 30, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 28,858 | 1.9M $ | 0.08 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 26,200 | 1.6M $ | 0.20 % | 0.13 % | as of Mar 31, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 26,049 | 1.7M $ | 0.08 % | 0.13 % | as of Apr 30, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 24,439 | 1.6M $ | 0.00 % | 0.12 % | as of Feb 28, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 24,066 | 1.5M $ | 0.02 % | 0.12 % | as of Apr 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 22,651 | 1.5M $ | 0.01 % | 0.11 % | as of Feb 28, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 22,617 | 1.4M $ | 0.03 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 21,671 | 1.3M $ | 1.36 % | 0.11 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 20,582 | 1.3M $ | 0.01 % | 0.10 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 19,219 | 1.2M $ | 0.00 % | 0.10 % | as of Feb 28, 2026 ↗ |
| Mercer US Small/Mid Cap Equity Fund Mercer Funds | 19,000 | 1.2M $ | 0.07 % | 0.09 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 18,691 | 1.2M $ | 0.08 % | 0.09 % | as of Feb 28, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 16,833 | 1M $ | 0.06 % | 0.08 % | as of Mar 31, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 16,607 | 1.1M $ | 0.03 % | 0.08 % | as of Apr 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,358 | 1.1M $ | 0.00 % | 0.08 % | as of Apr 30, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 16,071 | 1M $ | 0.06 % | 0.08 % | as of Mar 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 15,979 | 1M $ | 0.08 % | 0.08 % | as of Apr 30, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 13,837 | 861.9K $ | 0.03 % | 0.07 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR ETF VANGUARD WELLINGTON FUND | 13,564 | 874.1K $ | 0.16 % | 0.07 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 13,385 | 833.8K $ | 0.00 % | 0.07 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 11,897 | 741.1K $ | 0.28 % | 0.06 % | as of Mar 31, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 11,709 | 729.4K $ | 0.04 % | 0.06 % | as of Mar 31, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,553 | 678.7K $ | 0.00 % | 0.05 % | as of Apr 30, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 10,496 | 653.8K $ | 0.03 % | 0.05 % | as of Mar 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 10,381 | 646.6K $ | 0.04 % | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 9,998 | 644.3K $ | 0.06 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 9,667 | 602.2K $ | 0.02 % | 0.05 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 9,320 | 580.5K $ | 0.09 % | 0.05 % | as of Mar 31, 2026 ↗ |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 9,320 | 580.5K $ | 0.03 % | 0.05 % | as of Mar 31, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 9,216 | 574.1K $ | 0.04 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 8,913 | 574.4K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 8,900 | 573.5K $ | 0.05 % | 0.04 % | as of Feb 28, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 8,898 | 554.3K $ | 0.05 % | 0.04 % | as of Mar 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,716 | 542.9K $ | 0.06 % | 0.04 % | as of Mar 31, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 8,630 | 555K $ | 0.11 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 8,604 | 553.3K $ | 0.00 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 8,327 | 535.5K $ | 0.02 % | 0.04 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 8,141 | 524.6K $ | 0.01 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 7,934 | 511.3K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 7,916 | 510.1K $ | 0.24 % | 0.04 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 7,558 | 487K $ | 0.00 % | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 7,432 | 462.9K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 6,948 | 447.7K $ | 0.06 % | 0.03 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 6,703 | 417.5K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 6,600 | 411.1K $ | 0.07 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 6,498 | 417.9K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 6,102 | 380.1K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 6,063 | 377.7K $ | 0.03 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 5,886 | 378.5K $ | 0.03 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 5,477 | 352.9K $ | 0.03 % | 0.03 % | as of Feb 28, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 5,302 | 330.3K $ | 0.45 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust | 5,068 | 325.9K $ | 0.03 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 5,038 | 313.8K $ | 0.08 % | 0.02 % | as of Mar 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 4,675 | 291.2K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 4,674 | 300.6K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 4,573 | 284.9K $ | 0.18 % | 0.02 % | as of Mar 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 4,444 | 276.8K $ | 0.01 % | 0.02 % | as of Mar 31, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,268 | 274.5K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 4,179 | 260.3K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 3,963 | 246.9K $ | 0.00 % | 0.02 % | as of Mar 31, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 3,959 | 246.6K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 3,786 | 243.5K $ | 0.01 % | 0.02 % | as of Apr 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,729 | 239.8K $ | 0.04 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 3,657 | 235.2K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 3,616 | 225.2K $ | 0.32 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 3,558 | 221.6K $ | 0.03 % | 0.02 % | as of Mar 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 3,220 | 200.6K $ | 0.02 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 3,123 | 200.8K $ | 0.00 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 3,006 | 193.3K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 2,982 | 191.8K $ | 0.00 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,789 | 179.4K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 2,752 | 177K $ | 0.03 % | 0.01 % | as of Apr 30, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 2,744 | 170.9K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 2,564 | 159.7K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 2,484 | 154.7K $ | 0.03 % | 0.01 % | as of Mar 31, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 2,434 | 151.6K $ | 0.09 % | 0.01 % | as of Mar 31, 2026 ↗ |
| JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I | 2,390 | 148.9K $ | 0.05 % | 0.01 % | as of Mar 31, 2026 ↗ |
| VANGUARD U.S. MULTIFACTOR FUND VANGUARD WELLINGTON FUND | 2,313 | 149K $ | 0.06 % | 0.01 % | as of Feb 28, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,310 | 148.6K $ | 0.01 % | 0.01 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 1.36 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 1.36 % | as of Mar 31, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.45 % | as of Mar 31, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 0.32 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST | 0.28 % | as of Mar 31, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 0.24 % | as of Feb 28, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.20 % | as of Mar 31, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.18 % | as of Mar 31, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 0.18 % | as of Mar 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.18 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 185 | +6 | 2,951,713 | +8.8 % |
| 2026Q1 | 179 | 0 | 2,712,360 | +3.8 % |
| 2025Q4 | 179 | +6 | 2,613,529 | +2.6 % |
| 2025Q3 | 173 | +17 | 2,546,894 | +3.8 % |
| 2025Q2 | 156 | +20 | 2,452,879 | +4.4 % |
| 2025Q1 | 136 | +10 | 2,350,455 | +3.6 % |
| 2024Q4 | 126 | +1 | 2,269,585 | +4.9 % |
| 2024Q3 | 125 | +36 | 2,163,443 | +160.6 % |
| 2024Q2 | 89 | +2 | 830,188 | -1.8 % |
| 2024Q1 | 87 | +6 | 845,632 | +10.5 % |
| 2023Q4 | 81 | 765,433 |
Institutional managers
157 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 982,759 | 61.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 403,868 | 25.2M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 379,643 | 23.7M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 367,948 | 22.9M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 342,469 | 21.3M $ | as of Mar 31, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | 305,189 | 19M $ | as of Mar 31, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 258,080 | 16.1M $ | as of Mar 31, 2026 |
| Fourthstone LLC | 246,421 | 15.3M $ | as of Mar 31, 2026 |
| BURKE & HERBERT BANK & TRUST CO | 221,671 | 13.8M $ | as of Mar 31, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | 185,765 | 11.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 183,133 | 11.4M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 118,697 | 7.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 110,179 | 6.9M $ | as of Mar 31, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 102,880 | 6.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 102,860 | 6.4M $ | as of Mar 31, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 101,644 | 6.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 88,129 | 5.5M $ | as of Mar 31, 2026 |
| Verdence Capital Advisors LLC | 78,746 | 4.9M $ | as of Mar 31, 2026 |
| Empowered Funds, LLC | 67,280 | 4.2M $ | as of Mar 31, 2026 |
| ROYCE & ASSOCIATES LP | 59,102 | 3.7M $ | as of Mar 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | 57,427 | 3.6M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 47,285 | 2.9M $ | as of Mar 31, 2026 |
| ALLIANCEBERNSTEIN L.P. | 45,416 | 2.8M $ | as of Mar 31, 2026 |
| LSV ASSET MANAGEMENT | 45,200 | 2.8K $ | as of Mar 31, 2026 |
| UBS Group AG | 44,159 | 2.8M $ | as of Mar 31, 2026 |
Declared shareholders of Burke & Herbert Financial Services Corp
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Kenneth R. Lehman | 5.85 % | 1,178,496 | as of May 1, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Funds holding Burke & Herbert Financial Services Corp". https://titelia.com/en/stocks/burke-herbert-financial-services-corp-US12135Y1082