2026-09-30
AI summary pending
View Full Filing (SEC EDGAR)Burke & Herbert Financial Se
$69.69-0.1%
+$257.7M
Net Activity
+55.63% total shares
Institutions Holding
209
Popularity Rank
#2910
Avg Weight
0.13%
Total Value
$672.2M
209 institutions currently hold BHRB, with 165 net buyers and 45 net sellers this quarter.
Institutional Moves (Q2 2026)
Significantly Increased
Based on recent trading activity
Net Selling Institutions
45
Net Buying Institutions
165
Top 5 by Value
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Across its top 20 institutional holders, BHRB's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 33/100).
BHRB ranks #2910 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
BHRB is a top-conviction position for Endeavour Capital Advisors Inc — at 6.8% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in BHRB belongs to BlackRock, Inc., but the position matters far more to Endeavour Capital Advisors Inc, who has 6.8% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Wealth Enhancement Advisory Services, LLC has added to its BHRB position for two straight quarters, increasing it by $72.1K to reach $906.4K today.
BHRB is down 0.1% today, but institutions show net buying of $257.7M this quarter — a divergence between today's price move and the underlying institutional flow.
BHRB closed its latest fiscal year with net income of $117.3M.
+$248.5M
Total Buy Value
$36.5M
Total Sell Value
165
Net Buyers
45
Net Sellers
BHRB
Q2 2026
Top 5 Institutional Movers
BHRB does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
3
Filings (90d)
$523K
Total Est. Value
7K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| Geary James P II | 2026-08-14 | $230K |
| Burke James Mason | 2026-08-11 | $220K |
| Bonnafe Katherine Diane | 2026-08-06 | $74K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
0
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| LEHMAN KENNETH R | 13G/A | 2026-08-24 | 4.9% |
5
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)This 8-K from Burke & Herbert Financial Services reports that on July 6, 2026, the company and its bank subsidiary entered into a change-in-control agreement with Executive Vice President and CFO Kirtan Parikh. If a change in control occurs and Parikh is terminated without cause, or leaves for good reason, during a window from three months before to twelve months after the event, he would be entitled to 24 months of base salary, a lump sum equal to two times his target annual bonus, and up to 18 months of healthcare premium payments. In exchange, he would have to sign and not revoke a separation and release agreement that includes non-solicitation and other restrictions.
View Full Filing (SEC EDGAR)Burke & Herbert Financial Services Corp. issued a press release on July 23, 2026, announcing its operating and financial results for the quarter ended June 30, 2026. The press release is attached as Exhibit 99.1 to this 8-K filing. The filing also includes Regulation FD disclosure under Item 7.01.
View Full Filing (SEC EDGAR)12135Y108
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,112
Total reported value
$390.3B
Held by 4112 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,086
Total reported value
$377.7B
Held by 4086 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
6,178
Total reported value
$2.9T
Held by 6178 institutions — one of the most-tracked stocks on AlphaSMO
Access BHRB's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/BHRBCLI
npx alphasmo stocks get BHRB