Funds holding Burke & Herbert Financial Services Corp
ISIN US12135Y1082 · United States
- Fund holders
- 177
- Of which ETFs
- 44 133 other funds
- Value held
- 258.9M $
- Share of capital
- 18.2 % 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 | 539,486 | 38.8M $ | 0.00 % | 2.67 % | as of Jun 30, 2026 ↗ |
| iShares Russell 2000 ETF iShares Trust | 415,702 | 29.9M $ | 0.04 % | 2.06 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 354,567 | 22.6M $ | 0.08 % | 1.76 % | as of May 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 193,375 | 13.9M $ | 0.01 % | 0.96 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 180,173 | 12.9M $ | 0.27 % | 0.89 % | as of Jun 30, 2026 ↗ |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 168,402 | 12.3M $ | 0.04 % | 0.83 % | as of Jul 31, 2026 ↗ |
| iShares Russell 2000 Value ETF iShares Trust | 144,607 | 10.4M $ | 0.07 % | 0.72 % | as of Jun 30, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 87,715 | 5.6M $ | 0.01 % | 0.43 % | as of May 31, 2026 ↗ |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 86,659 | 6.3M $ | 0.03 % | 0.43 % | as of Jul 31, 2026 ↗ |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 84,277 | 5.4M $ | 0.03 % | 0.42 % | as of May 31, 2026 ↗ |
| Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST | 80,617 | 5.1M $ | 0.02 % | 0.40 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 62,486 | 4.6M $ | 0.03 % | 0.31 % | as of Jul 31, 2026 ↗ |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 57,043 | 4.2M $ | 0.02 % | 0.28 % | as of Jul 31, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 51,782 | 3.7M $ | 0.24 % | 0.26 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 44,509 | 3.2M $ | 0.24 % | 0.22 % | as of Jun 30, 2026 ↗ |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 44,440 | 3.3M $ | 0.02 % | 0.22 % | as of Jul 31, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 40,852 | 2.9M $ | 0.13 % | 0.20 % | as of Jun 30, 2026 ↗ |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 39,890 | 2.9M $ | 0.04 % | 0.20 % | as of Jul 31, 2026 ↗ |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 37,626 | 2.8M $ | 0.04 % | 0.19 % | as of Jul 31, 2026 ↗ |
| Royce Capital Fund - Small-Cap Portfolio ROYCE CAPITAL FUND | 34,440 | 2.5M $ | 1.33 % | 0.17 % | as of Jun 30, 2026 ↗ |
| Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust | 34,345 | 2.5M $ | 0.10 % | 0.17 % | as of Jul 31, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 31,255 | 2M $ | 0.00 % | 0.15 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 28,170 | 1.8M $ | 0.06 % | 0.14 % | as of May 31, 2026 ↗ |
| Master Small Cap Index Series Quantitative Master Series LLC | 27,820 | 2M $ | 0.03 % | 0.14 % | as of Jun 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 26,813 | 1.7M $ | 0.01 % | 0.13 % | as of May 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 26,200 | 1.9M $ | 0.21 % | 0.13 % | as of Jun 30, 2026 ↗ |
| Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO | 26,049 | 1.9M $ | 0.09 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 26,036 | 1.9M $ | 0.02 % | 0.13 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 25,812 | 1.6M $ | 0.00 % | 0.13 % | as of May 31, 2026 ↗ |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 22,757 | 1.4M $ | 0.08 % | 0.11 % | as of May 31, 2026 ↗ |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 21,533 | 1.5M $ | 0.07 % | 0.11 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 21,336 | 1.6M $ | 0.01 % | 0.11 % | as of Jul 31, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 20,533 | 1.5M $ | 1.32 % | 0.10 % | as of Jun 30, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 19,516 | 1.4M $ | 0.00 % | 0.10 % | as of Jun 30, 2026 ↗ |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 18,723 | 1.4M $ | 0.03 % | 0.09 % | as of Jul 31, 2026 ↗ |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 17,926 | 1.3M $ | 0.03 % | 0.09 % | as of Jun 30, 2026 ↗ |
| Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds | 17,251 | 1.2M $ | 0.05 % | 0.09 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,592 | 1.2M $ | 0.00 % | 0.08 % | as of Jul 31, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 16,554 | 1.2M $ | 0.10 % | 0.08 % | as of Jul 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 14,420 | 1M $ | 0.00 % | 0.07 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. High Dividend Fund WisdomTree Trust | 13,726 | 986.4K $ | 0.07 % | 0.07 % | as of Jun 30, 2026 ↗ |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 12,852 | 817.4K $ | 0.06 % | 0.06 % | as of May 31, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 12,112 | 770.3K $ | 0.00 % | 0.06 % | as of May 31, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 11,844 | 851.1K $ | 0.43 % | 0.06 % | as of Jun 30, 2026 ↗ |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 11,709 | 841.4K $ | 0.04 % | 0.06 % | as of Jun 30, 2026 ↗ |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 10,926 | 800.3K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 10,880 | 781.8K $ | 0.04 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Direxion Daily Regional Banks Bull 3X Shares Direxion Shares ETF Trust | 10,869 | 796.2K $ | 0.19 % | 0.05 % | as of Jul 31, 2026 ↗ |
| LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 10,561 | 758.9K $ | 0.03 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 10,328 | 756.5K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 10,079 | 738.3K $ | 0.03 % | 0.05 % | as of Jul 31, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 9,936 | 631.9K $ | 0.00 % | 0.05 % | as of May 31, 2026 ↗ |
| Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust | 9,667 | 694.7K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 9,620 | 704.7K $ | 0.00 % | 0.05 % | as of Jul 31, 2026 ↗ |
| VANGUARD STRATEGIC SMALL-CAP EQUITY FUND VANGUARD HORIZON FUNDS | 9,196 | 660.8K $ | 0.02 % | 0.05 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Fund WisdomTree Trust | 9,105 | 654.3K $ | 0.09 % | 0.05 % | as of Jun 30, 2026 ↗ |
| Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I | 8,900 | 566K $ | 0.04 % | 0.04 % | as of May 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 8,863 | 636.9K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index ETF Fidelity Commonwealth Trust | 8,539 | 543.1K $ | 0.01 % | 0.04 % | as of May 31, 2026 ↗ |
| LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 8,530 | 613K $ | 0.06 % | 0.04 % | as of Jun 30, 2026 ↗ |
| JPMorgan Small Cap Value Fund JPMorgan Trust II | 8,501 | 610.9K $ | 0.05 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 8,459 | 607.9K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Avantis U.S. Equity ETF American Century ETF Trust | 8,414 | 535.1K $ | 0.00 % | 0.04 % | as of May 31, 2026 ↗ |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 8,034 | 577.3K $ | 0.03 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 7,947 | 505.4K $ | 0.24 % | 0.04 % | as of May 31, 2026 ↗ |
| Small Cap Index Fund Northern Funds | 7,815 | 561.6K $ | 0.03 % | 0.04 % | as of Jun 30, 2026 ↗ |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 7,401 | 542.1K $ | 0.04 % | 0.04 % | as of Jul 31, 2026 ↗ |
| Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust | 7,164 | 514.8K $ | 0.00 % | 0.04 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 7,103 | 510.4K $ | 0.58 % | 0.04 % | as of Jun 30, 2026 ↗ |
| VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND | 6,948 | 441.9K $ | 0.05 % | 0.03 % | as of May 31, 2026 ↗ |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 6,826 | 490.5K $ | 0.11 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Small Cap Index Fund VALIC Co I | 6,657 | 423.4K $ | 0.03 % | 0.03 % | as of May 31, 2026 ↗ |
| Empower Small Cap Value Fund EMPOWER FUNDS, INC. | 6,600 | 474.3K $ | 0.07 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 6,584 | 473.1K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 6,242 | 457.2K $ | 0.02 % | 0.03 % | as of Jul 31, 2026 ↗ |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 5,932 | 426.3K $ | 0.01 % | 0.03 % | as of Jun 30, 2026 ↗ |
| MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II | 5,246 | 377K $ | 0.03 % | 0.03 % | as of Jun 30, 2026 ↗ |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 4,859 | 349.2K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,814 | 352.6K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 4,792 | 344.4K $ | 0.04 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 4,678 | 342.7K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Small Company Fund American Century Quantitative Equity Funds, Inc. | 4,573 | 328.6K $ | 0.17 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 4,516 | 324.5K $ | 0.40 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST | 4,357 | 319.2K $ | 0.01 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 4,274 | 313.1K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Morningstar Small-Cap Value ETF iShares Trust | 4,093 | 299.8K $ | 0.04 % | 0.02 % | as of Jul 31, 2026 ↗ |
| iShares Russell 3000 ETF iShares Trust | 3,935 | 282.8K $ | 0.00 % | 0.02 % | as of Jun 30, 2026 ↗ |
| U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 3,729 | 273.1K $ | 0.04 % | 0.02 % | as of Jul 31, 2026 ↗ |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 3,552 | 255.2K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 3,499 | 251.4K $ | 0.11 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 3,447 | 252.5K $ | 0.00 % | 0.02 % | as of Jul 31, 2026 ↗ |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 3,366 | 241.9K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 3,070 | 224.9K $ | 0.02 % | 0.02 % | as of Jul 31, 2026 ↗ |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 3,060 | 219.9K $ | 0.03 % | 0.02 % | as of Jun 30, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 3,006 | 220.2K $ | 0.00 % | 0.01 % | as of Jul 31, 2026 ↗ |
| JPMorgan U.S. Small Company Fund JPMorgan Trust I | 3,002 | 215.7K $ | 0.02 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 2,789 | 204.3K $ | 0.02 % | 0.01 % | as of Jul 31, 2026 ↗ |
| 1290 VT Small Cap Value Portfolio EQ Advisors Trust | 2,574 | 185K $ | 0.04 % | 0.01 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 2,529 | 185.2K $ | 0.04 % | 0.01 % | as of Jul 31, 2026 ↗ |
| FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust | 2,430 | 178K $ | 0.01 % | 0.01 % | as of Jul 31, 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 | 1.33 % | as of Jun 30, 2026 ↗ |
| Royce Small-Cap Value Fund ROYCE FUND | 1.32 % | as of Jun 30, 2026 ↗ |
| First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund | 0.58 % | as of Jun 30, 2026 ↗ |
| iShares US Small Cap Value Factor ETF iShares Trust | 0.43 % | as of Jun 30, 2026 ↗ |
| Sterling Capital Behavioral Small Cap Value Fund Sterling Capital Funds | 0.40 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF SPDR SERIES TRUST | 0.27 % | as of Jun 30, 2026 ↗ |
| iShares Micro-Cap ETF iShares Trust | 0.24 % | as of Jun 30, 2026 ↗ |
| Omni Small-Cap Value Fund Bridgeway Funds, Inc. | 0.24 % | as of Jun 30, 2026 ↗ |
| Barrons 400 ETF ALPS ETF TRUST | 0.24 % | as of May 31, 2026 ↗ |
| Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 0.21 % | as of Jun 30, 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 |
|---|---|---|---|---|
| 2026Q3 | 177 | -8 | 3,683,903 | +24.8 % |
| 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 | |
|---|---|---|---|
| LEHMAN KENNETH R | 4.90 % | 993,343 | as of Aug 13, 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