BHRB

Burke & Herbert Financial Se

+$51.1M

Net Activity

Institutions Holding

162

Popularity Rank

#3399

Avg Weight

0.11%

Total Value

$416.9M

Ownership Trend

162 institutions currently hold BHRB, with 71 net buyers and 66 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

66

Net Buying Institutions

71

Key Holders

View all 162 holding institutions

Quarterly Activity

Recent Activity

+$286.9M

Total Buy Value

$66.5M

Total Sell Value

New buy22
Trim48
Add49
Sold out18

71

Net Buyers

66

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-07
2026-07-07

Burke & Herbert Financial Services Corp. (BHRB) reported that President H. Charles Maddy, III retired on June 30, 2026, as announced earlier. A Separation Agreement signed July 6, 2026, gives him a cash severance of $558,334.40 (10 months' salary), a company vehicle worth $58,400, 10 months of COBRA coverage, accelerated vesting of 6,673.32 performance-based restricted stock units, and a retirement gift of $35,375.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding BURKE & HERBERT FINANCIAL SE (BHRB)?
Major stakeholders currently include BlackRock, Inc. ($61.2M), Vanguard Capital Management LLC ($35.0M), State Street CORP ($25.2M). Based on the latest 13F filings, there are a total of 162 tracked investment funds and institutions maintaining positions in BHRB.
What is the overall institutional sentiment toward BHRB recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $51.1M, driven by 71 managers accumulating shares while 66 reduced their exposure.
Which institutions have been selling or reducing their BHRB positions?
In the latest period, 48 funds trimmed their holdings, and 18 managers completely exited their positions. The aggregate reported sell value was $66.5M.
Are there any notable investors adding BHRB to their portfolios?
Yes, buying activity remains notable. 22 institutions opened new positions in {ticker}, and 49 existing holders added to their shares. The total reported buy value for the quarter amounted to $286.9M.

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