Burke & Herbert Financial Servi

Historical 13F Holders

Symbol
BHRB
CUSIP
12135Y108
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Each filer's latest filing for 12135Y108 since 12/18/2024, largest first.

Filer % of Class Filed
Under 5%, checked the "5 percent or less" box, or amended by a later filing (2)
Lehman Kenneth R 13G/A 4.9% 8/24/2026
Event 8/13/2026
Vanguard Group Inc 13G/A 0% 3/26/2026
Event 3/13/2026

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 19 66.1 k $4.54 M
2026 Q2 210 10.4 M $665 M
2026 Q1 164 6.77 M $422 M
2025 Q4 156 5.95 M $371 M
2025 Q3 151 5.84 M $360 M
2025 Q2 140 5.48 M $327 M
2025 Q1 141 5.20 M $292 M
2024 Q4 123 5.20 M $324 M
2024 Q3 113 5.02 M $306 M
2024 Q2 109 4.67 M $238 M
2024 Q1 59 1.90 M $107 M
2023 Q4 60 1.99 M $125 M
2023 Q3 52 1.92 M $89.3 M
2023 Q2 53 1.64 M $105 M
2023 Q1 2 72.5 k $5.33 M
2022 Q4 2 63.0 k $4.45 M