ALEXANDRIA, VA
BURKE & HERBERT FINANCIAL SERVICES CORP.BHRB— Latest position per institution from SEC 13F filings
15
Institutional holders
8.04M
Total shares held
546.21M
Estimated value
402.05K
Avg. position size
BLACKROCK, INC.
CIK 2012383
Shares
1.22M
Value
87.56M
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
923.12K
Value
47.06M
Filed
Jun 30, 2024
VANGUARD GROUP INC
CIK 102909
Shares
779.80K
Value
48.59M
Filed
Dec 31, 2025
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
750.13K
Value
53.90M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
557.55K
Value
40.07M
Filed
Jun 30, 2026
AMERICAN CENTURY COMPANIES INC
CIK 748054
Shares
489.21K
Value
35.15M
Filed
Jun 30, 2026
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
462.14K
Value
33.21M
Filed
Jun 30, 2026
ENDEAVOUR CAPITAL ADVISORS INC
CIK 1218749
Shares
459.18K
Value
33M
Filed
Jun 30, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
452.26K
Value
32.50M
Filed
Jun 30, 2026
ALLIANCEBERNSTEIN L.P.
CIK 1109448
Shares
325.39K
Value
20.27M
Filed
Jun 30, 2026
HUTCHINSON CAPITAL MANAGEMENT/CA
CIK 1078246
Shares
259.08K
Value
18.62M
Filed
Jun 30, 2026
BURKE & HERBERT BANK & TRUST CO
CIK 1101250
Shares
217.74K
Value
15.65M
Filed
Jun 30, 2026
EVERMAY WEALTH MANAGEMENT LLC
CIK 1066816
Shares
185.76K
Value
11.57M
Filed
Mar 31, 2026
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
172.88K
Value
12.42M
Filed
Jun 30, 2026
NORTHERN TRUST CORP
CIK 73124
Shares
151.09K
Value
10.86M
Filed
Jun 30, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
146.65K
Value
10.54M
Filed
Jun 30, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 884546
Shares
138.44K
Value
9.95M
Filed
Jun 30, 2026
CITADEL ADVISORS LLC
CIK 1423053
Shares
125.04K
Value
8.99M
Filed
Jun 30, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC
CIK 1107261
Shares
116.04K
Value
8.34M
Filed
Jun 30, 2026
VANGUARD FIDUCIARY TRUST CO
CIK 933478
Shares
111.06K
Value
7.98M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2012383 | 1.22M | 87.56M | Jun 30, 2026 |
| 2 | BLACKROCK FINANCE, INC. | 1364742 | 923.12K | 47.06M | Jun 30, 2024 |
| 3 | VANGUARD GROUP INC | 102909 | 779.80K | 48.59M | Dec 31, 2025 |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 750.13K | 53.90M | Jun 30, 2026 |
| 5 | STATE STREET CORP | 93751 | 557.55K | 40.07M | Jun 30, 2026 |
| 6 | AMERICAN CENTURY COMPANIES INC | 748054 | 489.21K | 35.15M | Jun 30, 2026 |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 462.14K | 33.21M | Jun 30, 2026 |
| 8 | ENDEAVOUR CAPITAL ADVISORS INC | 1218749 | 459.18K | 33M | Jun 30, 2026 |
| 9 | DIMENSIONAL FUND ADVISORS LP | 354204 | 452.26K | 32.50M | Jun 30, 2026 |
| 10 | ALLIANCEBERNSTEIN L.P. | 1109448 | 325.39K | 20.27M | Jun 30, 2026 |
| 11 | HUTCHINSON CAPITAL MANAGEMENT/CA | 1078246 | 259.08K | 18.62M | Jun 30, 2026 |
| 12 | BURKE & HERBERT BANK & TRUST CO | 1101250 | 217.74K | 15.65M | Jun 30, 2026 |
| 13 | EVERMAY WEALTH MANAGEMENT LLC | 1066816 | 185.76K | 11.57M | Mar 31, 2026 |
| 14 | GOLDMAN SACHS GROUP INC | 886982 | 172.88K | 12.42M | Jun 30, 2026 |
| 15 | NORTHERN TRUST CORP | 73124 | 151.09K | 10.86M | Jun 30, 2026 |
| 16 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 146.65K | 10.54M | Jun 30, 2026 |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | 138.44K | 9.95M | Jun 30, 2026 |
| 18 | CITADEL ADVISORS LLC | 1423053 | 125.04K | 8.99M | Jun 30, 2026 |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1107261 | 116.04K | 8.34M | Jun 30, 2026 |
| 20 | VANGUARD FIDUCIARY TRUST CO | 933478 | 111.06K | 7.98M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.