Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Burke & Herbert Financial Services Corp.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · National Commercial Banks
Prev close 71.65 · gapped below the open, then crossed back over prior close. High/low 72.03 at 3:30 pm ET, 71.51 at 9:45 am ET.
208 institutional managers report a position in Burke & Herbert Financial Services Corp. worth $647.1M between them, filed on form 13F for the quarter ending 2026-06-30. 30 of them hold 80% of it, the largest being BlackRock, Inc. at 13.53%.
183 more managers in the register
30 managers hold 80% of the $647.1M institutional base. The other 178 hold the rest.
Positions as filed with the SEC for the quarter ended Jun 30. A 13F is due 45 days after the quarter closes, so this register is 78 days old and does not move with the price above it.
BHRB (Burke & Herbert Financial Services Corp.) has 0 disclosed suppliers and 0 disclosed customers, strongest disclosure first.
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
via Endeavour Capital Advisors Inc, Hotchkis & Wiley Capital Management LLC, Banc Funds Co LLC +5 more · 5.10% of BHRB, 7.75% of SFST
via Endeavour Capital Advisors Inc, Bridgeway Capital Management Inc, Banc Funds Co LLC +4 more · 5.10% of BHRB, 7.25% of BCAL
via Endeavour Capital Advisors Inc, Fourthstone LLC, Banc Funds Co LLC +3 more · 5.10% of BHRB, 7.30% of AVBH
via Bridgeway Capital Management Inc, Hotchkis & Wiley Capital Management LLC, Banc Funds Co LLC +8 more · 1.29% of BHRB, 1.27% of CCNE
via Endeavour Capital Advisors Inc, Fourthstone LLC, Banc Funds Co LLC +1 more · 5.10% of BHRB, 6.86% of FCBM
via Endeavour Capital Advisors Inc, Hotchkis & Wiley Capital Management LLC, Fourthstone LLC +1 more · 5.10% of BHRB, 4.99% of FNWD
Managers holding a meaningful stake in BHRB also hold this much of the other company’s institutional base. Managers who hold most of the companies we cover are excluded, because their overlap says nothing about this one in particular. This is how the two are held, not evidence that one moves the other.