Burke & Herbert Financial Services
BHRB · NASDAQ
$70.15+$1.06 (+1.53%)TodayMarket closed ·
Prev close $69.09
Who owns BHRB
Largest institutional holders, from their latest 13F filings
The 10 largest institutions hold 30.5% of BHRB’s shares.
- Lehman (Kenneth R)5.8%
- BlackRock Institutional Trust Company, N.A.5.3%
- Vanguard Capital Management, LLC3.7%
- State Street Investment Management (US)2.8%
- Next 6 largest institutions12.9%
- All other shareholders69.5%
| Holder | Shares | % of shares |
|---|---|---|
| Lehman (Kenneth R) | 1.18M | 5.84% |
| BlackRock Institutional Trust Company, N.A. | 1.08M | 5.35% |
| Vanguard Capital Management, LLC | 750.13K | 3.72% |
| State Street Investment Management (US) | 557.55K | 2.76% |
| American Century Investment Management, Inc. | 489.21K | 2.43% |
| Geode Capital Management, L.L.C. | 462.14K | 2.29% |
| Endeavour Capital Advisors Inc. | 459.18K | 2.28% |
| Dimensional Fund Advisors, L.P. | 452.26K | 2.24% |
| Barnwell (Julian Forrest Jr.) | 407.96K | 2.02% |
| AllianceBernstein L.P. | 325.39K | 1.61% |
Largest mutual fund holders
| Holder | Shares | % of shares |
|---|---|---|
| Vanguard Total Stock Market Index Fund | 539.49K | 2.67% |
| Avantis US Small Cap Value ETF | 456.51K | 2.26% |
| iShares Russell 2000 ETF | 411.64K | 2.04% |
| Vanguard Extended Market Index Fund | 193.68K | 0.96% |
| Fidelity Small Cap Index Fund | 166.95K | 0.83% |
Insider trades
Form 4 filings by officers, directors and large holders
Over the last 6 months, insiders bought $1.33M (12 trades) and sold $789.54K (7 trades) of BHRB on the open market.
| Insider | Type | Shares | Value |
|---|---|---|---|
| Huffman Patrick Kip | Award | 111 | $6.08K |
| Hintelmann Robert Victor Jr. | Award | 76 | $4.16K |
| Kimlel Lauren N. | Award | 134 | $7.34K |
| Schmidt Jennifer Palmer | Award | 160 | $8.76K |
| Rowan Shannon Barrow | Award | 63 | $3.45K |
| Parikh Kirtan | Award | 126 | $6.90K |
| George Georgette R. | Other | 9.86K | — |
| WILSON DAVID | Buy | 35 | $2.47K |
| Geary James P II | Sale | 2.89K | $210.23K |
| Geary James P II | Sale | 263 | $19.18K |
Short interest
Settled Sep 30, 2026
- Shares short
- 833.49K
- Days to cover
- 5.51
- % of shares outstanding
- 4.13%
- Average daily volume
- 151.29K
- Change since last report
- +8.3%
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