Burke & Herbert Financial Services Corp. (BHRB) — Institutional Holders, Q2 2026 (page 2)
208 institutional investment managers reported a BHRB position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $642.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BHRB 13F holders ranked 101–200 of 208
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | WILEY BROS.-AINTREE CAPITAL#101 · 8,000 sh | 8,000 | $574.9K | <0.01% | -0.1% |
| 102 | ExodusPoint Capital Management#102 · 7,923 sh | 7,923 | $569.3K | <0.01% | New |
| 103 | Jain Global#103 · 7,726 sh | 7,726 | $555.2K | <0.01% | New |
| 104 | Passive Capital Management#104 · 8,715 sh | 8,715 | $543.0K | 0.17% | New |
| 105 | LifeGuide Financial Advisors#105 · 7,540 sh | 7,540 | $541.8K | — | New |
| 106 | Vanguard Global Advisers#106 · 7,484 sh | 7,484 | $537.8K | <0.01% | +26.0% |
| 107 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#107 · 7,365 sh | 7,365 | $529.2K | — | -3.0% |
| 108 | MIRAE ASSET GLOBAL ETFS Ltd.#108 · 7,119 sh | 7,119 | $511.6K | <0.01% | +12.7% |
| 109 | Mariner#109 · 7,066 sh | 7,066 | $507.8K | <0.01% | +99.0% |
| 110 | AIGEN INVESTMENT MANAGEMENT#110 · 6,931 sh | 6,931 | $498.1K | 0.14% | New |
| 111 | LS Investment Advisors#111 · 6,856 sh | 6,856 | $492.7K | — | New |
| 112 | CAPTRUST FINANCIAL ADVISORS#112 · 6,714 sh | 6,714 | $482.5K | <0.01% | New |
| 113 | Pathstone#113 · 6,626 sh | 6,626 | $476.1K | <0.01% | 0.0% |
| 114 | NEW YORK STATE COMMON RETIREMENT FUND#114 · 6,459 sh | 6,459 | $464.1K | <0.01% | +42.7% |
| 115 | SEI INVESTMENTS#115 · 6,428 sh | 6,428 | $461.9K | <0.01% | -23.2% |
| 116 | TCTC#116 · 6,303 sh | 6,303 | $452.9K | 0.01% | 0.0% |
| 117 | Jupiter Topco#117 · 6,200 sh | 6,200 | $446.3K | <0.01% | — |
| 118 | PRUDENTIAL FINANCIAL#118 · 6,119 sh | 6,119 | $439.7K | <0.01% | +1.6% |
| 119 | ROYAL BANK OF CANADA#119 · 5,787 sh | 5,787 | $415.0K | <0.01% | +22.7% |
| 120 | Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S#120 · 5,685 sh | 5,685 | $408.5K | 0.32% | 0.0% |
| 121 | Sequoia Financial Advisors#121 · 5,664 sh | 5,664 | $407.0K | <0.01% | New |
| 122 | Creative Planning#122 · 5,601 sh | 5,601 | $402.5K | <0.01% | New |
| 123 | Focus Partners Wealth#123 · 5,304 sh | 5,304 | $381.1K | <0.01% | -12.8% |
| 124 | FIDELITY D & D BANCORP#124 · 5,227 sh | 5,227 | $375.6K | 0.13% | New |
| 125 | Freestone Grove Partners#125 · 5,067 sh | 5,067 | $364.1K | <0.01% | New |
| 126 | Corient Private Wealth#126 · 5,009 sh | 5,009 | $359.9K | <0.01% | New |
| 127 | Brevan Howard Capital Management#127 · 4,872 sh | 4,872 | $350.1K | <0.01% | New |
| 128 | Sterling Capital Management#128 · 4,828 sh | 4,828 | $346.9K | — | +18.7% |
| 129 | STIFEL FINANCIAL#129 · 4,755 sh | 4,755 | $341.7K | <0.01% | 0.0% |
| 130 | Vanguard Investments Australia, Ltd.#130 · 4,716 sh | 4,716 | $338.9K | <0.01% | 0.0% |
| 131 | O'SHAUGHNESSY ASSET MANAGEMENT#131 · 4,668 sh | 4,668 | $335.4K | <0.01% | New |
| 132 | Arizona State Retirement System#132 · 4,575 sh | 4,575 | $328.8K | <0.01% | +23.1% |
| 133 | Aquatic Capital Management#133 · 4,555 sh | 4,555 | $327.3K | 0.01% | +100.7% |
| 134 | Zurcher Kantonalbank (Zurich Cantonalbank)#134 · 4,521 sh | 4,521 | $324.9K | <0.01% | 0.0% |
| 135 | Atom Investors#135 · 4,427 sh | 4,427 | $318.1K | 0.03% | New |
| 136 | Police & Firemen's Retirement System of New Jersey#136 · 4,406 sh | 4,406 | $316.6K | <0.01% | +18.1% |
| 137 | TRUIST FINANCIAL#137 · 4,365 sh | 4,365 | $313.7K | <0.01% | New |
| 138 | RITHOLTZ WEALTH MANAGEMENT#138 · 4,329 sh | 4,329 | $311.1K | <0.01% | New |
| 139 | Cassaday & Wealth Management#139 · 4,320 sh | 4,320 | $310.4K | — | 0.0% |
| 140 | COMMONWEALTH EQUITY SERVICES#140 · 4,129 sh | 4,129 | $296.7K | <0.01% | New |
| 141 | Cetera Investment Advisers#141 · 4,109 sh | 4,109 | $295.3K | <0.01% | New |
| 142 | MANUFACTURERS LIFE INSURANCE COMPANY, THE#142 · 4,054 sh | 4,054 | $291.3K | <0.01% | +8.6% |
| 143 | Bernardo Wealth Planning#143 · 3,858 sh | 3,858 | $277.3K | — | New |
| 144 | KLP KAPITALFORVALTNING AS#144 · 3,800 sh | 3,800 | $273.1K | <0.01% | +31.0% |
| 145 | Cito Capital Group#145 · 3,536 sh | 3,536 | $254.0K | 0.07% | 0.0% |
| 146 | LOWE BROCKENBROUGH#146 · 3,500 sh | 3,500 | $251.5K | 0.01% | 0.0% |
| 147 | Virtu Financial#147 · 3,478 sh | 3,478 | $250.0K | <0.01% | New |
| 148 | PlanVest Financial#148 · 3,262 sh | 3,262 | $234.4K | 0.16% | +0.3% |
| 149 | VOYA INVESTMENT MANAGEMENT#149 · 3,236 sh | 3,236 | $232.5K | <0.01% | New |
| 150 | Graves-Light Private Wealth Management#150 · 3,218 sh | 3,218 | $231.2K | — | 0.0% |
| 151 | Pictet Asset Management Holding SA#151 · 2,978 sh | 2,978 | $214.0K | <0.01% | New |
| 152 | INTECH INVESTMENT MANAGEMENT#152 · 2,935 sh | 2,935 | $210.9K | <0.01% | -12.1% |
| 153 | ALLSTATE#153 · 2,909 sh | 2,909 | $209.0K | <0.01% | New |
| 154 | Stonebridge Financial Group#154 · 2,818 sh | 2,818 | $202.5K | — | New |
| 155 | PNC FINANCIAL SERVICES GROUP#155 · 2,210 sh | 2,210 | $158.8K | <0.01% | +0.4% |
| 156 | FIRST UNITED BANK#156 · 2,202 sh | 2,202 | $158.2K | — | -2.6% |
| 157 | FMR#157 · 1,955 sh | 1,955 | $140.5K | 0.00% | +8.7% |
| 158 | STRS OHIO#158 · 1,700 sh | 1,700 | $122.2K | <0.01% | +21.4% |
| 159 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM#159 · 1,494 sh | 1,494 | $107.0K | — | New |
| 160 | Larson Financial Group#160 · 1,457 sh | 1,457 | $104.7K | <0.01% | New |
| 161 | Ameritas Investment Partners#161 · 1,421 sh | 1,421 | $102.1K | <0.01% | +25.9% |
| 162 | FEDERATED HERMES#162 · 1,395 sh | 1,395 | $100.2K | <0.01% | New |
| 163 | SRS Capital Advisors#163 · 938 sh | 938 | $67.4K | <0.01% | New |
| 164 | Fortitude Family Office#164 · 885 sh | 885 | $63.6K | — | +0.2% |
| 165 | Tower Research Capital (TRC)#165 · 710 sh | 710 | $51.0K | <0.01% | +0.1% |
| 166 | Heritage Wealth Advisors#166 · 666 sh | 666 | $47.9K | <0.01% | New |
| 167 | State of Alaska, Department of Revenue#167 · 606 sh | 606 | $43.0K | — | 0.0% |
| 168 | HHM Wealth Advisors#168 · 560 sh | 560 | $40.2K | <0.01% | 0.0% |
| 169 | Steward Partners Investment Advisory#169 · 400 sh | 400 | $28.7K | <0.01% | 0.0% |
| 170 | Integrated Wealth Concepts#170 · 321 sh | 321 | $23.1K | <0.01% | New |
| 171 | CITY HOLDING#171 · 302 sh | 302 | $21.7K | — | 0.0% |
| 172 | Versant Capital Management#172 · 214 sh | 214 | $15.4K | — | +328.0% |
| 173 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#173 · 202 sh | 202 | $14.5K | 0.00% | New |
| 174 | Smartleaf Asset Management#174 · 189 sh | 189 | $13.6K | <0.01% | 0.0% |
| 175 | Quantbot Technologies#175 · 175 sh | 175 | $12.6K | <0.01% | -95.0% |
| 176 | Essential Partners#176 · 156 sh | 156 | $11.2K | — | +7.6% |
| 177 | NISA INVESTMENT ADVISORS#177 · 154 sh | 154 | $11.1K | — | +1000.0% |
| 178 | BROWN, LISLE/CUMMINGS#178 · 150 sh | 150 | $10.8K | — | 0.0% |
| 179 | LOS ANGELES CAPITAL MANAGEMENT#179 · 144 sh | 144 | $10.3K | 0.00% | -75.6% |
| 180 | EverSource Wealth Advisors#180 · 137 sh | 137 | $9.8K | <0.01% | -70.4% |
| 181 | US BANCORP \DE\#181 · 137 sh | 137 | $9.8K | 0.00% | +234.1% |
| 182 | Allworth Financial#182 · 136 sh | 136 | $9.8K | 0.00% | +97.1% |
| 183 | IFP Advisors#183 · 129 sh | 129 | $9.3K | — | +8.4% |
| 184 | Optiver Holding B.V.#184 · 107 sh | 107 | $7.7K | 0.00% | +91.1% |
| 185 | Bare Financial Services#185 · 100 sh | 100 | $7.2K | <0.01% | New |
| 186 | GAMMA Investing#186 · 78 sh | 78 | $5.6K | — | +18.2% |
| 187 | UMB Bank, n.a.#187 · 58 sh | 58 | $4.2K | <0.01% | New |
| 188 | Silver Grove Financial Group#188 · 57 sh | 57 | $4.1K | <0.01% | New |
| 189 | HARBOR CAPITAL ADVISORS#189 · 53 sh | 53 | $4.0K | — | New |
| 190 | SIGNATUREFD#190 · 55 sh | 55 | $4.0K | — | +89.7% |
| 191 | JONES FINANCIAL COMPANIES LLLP#191 · 53 sh | 53 | $3.8K | 0.00% | New |
| 192 | Advocate Investing Services#192 · 50 sh | 50 | $3.6K | — | New |
| 193 | Parallel Advisors#193 · 46 sh | 46 | $3.3K | <0.01% | +48.4% |
| 194 | Quarry#194 · 38 sh | 38 | $2.7K | <0.01% | 0.0% |
| 195 | ROTHSCHILD INVESTMENT#195 · 29 sh | 29 | $2.1K | <0.01% | -25.6% |
| 196 | Covestor Ltd#196 · 28 sh | 28 | $2.0K | <0.01% | +75.0% |
| 197 | True Wealth Design#197 · 23 sh | 23 | $1.7K | — | -4.2% |
| 198 | SHP Wealth Management#198 · 20 sh | 20 | $1.4K | <0.01% | New |
| 199 | Pinnacle Wealth Planning Services#199 · 17 sh | 17 | $1.2K | <0.01% | 0.0% |
| 200 | Continuum Advisory#200 · 17 sh | 17 | $1.2K | <0.01% | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.