Burke & Herbert Bank & Trust Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 02/07/2025 | 1.03 M | $63.93 M | 3.11% | 13.63% |
| FOURTHSTONE LLC | 02/13/2025 | 454,526 | $28.34 M | 14.32% | 6.04% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 305,887 | $19.08 M | -0.12% | 4.07% |
| STATE STREET CORP | 02/14/2025 | 305,852 | $19.07 M | 5.62% | 4.07% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 02/10/2025 | 257,080 | $16.03 M | -0.77% | 3.42% |
| BURKE & HERBERT BANK & TRUST CO | 01/31/2025 | 255,358 | $15.92 M | -2.48% | 3.40% |
| NORTHERN TRUST CORP | 02/14/2025 | 130,117 | $8.11 M | 5.10% | 1.73% |
| ROYCE & ASSOCIATES LP | 02/10/2025 | 82,462 | $5.14 M | -13.90% | 1.10% |
| MORGAN STANLEY | 02/14/2025 | 70,235 | $4.38 M | 33.39% | 0.93% |
| VERDENCE CAPITAL ADVISORS LLC | 02/06/2025 | 68,384 | $4.26 M | 32.78% | 0.91% |
| PINNACLE HOLDINGS, LLC | 02/13/2025 | 43,292 | $2.70 M | -0.21% | 0.58% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 27,825 | $1.74 M | 0.00% | 0.37% |
| EJF CAPITAL LLC | 02/14/2025 | 60,158 | $3.75 M | -0.51% | 0.80% |
| MOORS & CABOT, INC. | 02/07/2025 | 26,113 | $1.63 M | -4.39% | 0.35% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 25,558 | $1.59 M | 30.13% | 0.34% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/14/2025 | 20,512 | $1.28 M | 24.44% | 0.27% |
| CITADEL ADVISORS LLC | 02/14/2025 | 20,333 | $1.27 M | 133.71% | 0.27% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 19,312 | $1.20 M | -31.73% | 0.26% |
| RHUMBLINE ADVISERS | 01/30/2025 | 18,548 | $1.16 M | 1.87% | 0.25% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 17,518 | $1.09 M | 51.20% | 0.23% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 14,968 | $933,404 | 0.00% | 0.20% |
| QUADRATURE CAPITAL LTD | 02/13/2025 | 14,431 | $901,505 | 17.24% | 0.19% |
| EMERALD MUTUAL FUND ADVISERS TRUST | 02/14/2025 | 13,080 | $815,671 | 0.00% | 0.17% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 12,851 | $809,102 | 0.00% | 0.17% |
| BAIRD FINANCIAL GROUP, INC. | 02/14/2025 | 12,790 | $797,584 | 0.00% | 0.17% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 03/18/2025 | 12,722 | $793,344 | -0.62% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 12,400 | $773,000 | -0.16% | 0.16% |
| D. E. SHAW & CO., INC. | 02/14/2025 | 12,026 | $749,941 | 112.06% | 0.16% |
| CITIGROUP INC | 02/12/2025 | 11,886 | $741,211 | 19.69% | 0.16% |
| EMPOWER ADVISORY GROUP, LLC | 01/31/2025 | 11,560 | $720,882 | 0.00% | 0.15% |
| ALLIANCEBERNSTEIN L.P. | 02/12/2025 | 11,136 | $694,441 | 0.00% | 0.15% |
| SANDY SPRING BANK | 02/11/2025 | 10,262 | $639,939 | -0.97% | 0.14% |
| PHILADELPHIA TRUST CO | 02/13/2025 | 9,858 | $615,000 | 0.00% | 0.13% |
| PASSIVE CAPITAL MANAGEMENT, LLC. | 02/05/2025 | 8,868 | $553,008 | 0.00% | 0.12% |
| MITTELMAN WEALTH MANAGEMENT | 02/18/2025 | 7,801 | $486,470 | -27.78% | 0.10% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 02/14/2025 | 7,711 | $480,858 | 7.46% | 0.10% |
| TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 7,707 | $480,609 | -8.98% | 0.10% |
| MARINER, LLC | 02/13/2025 | 7,478 | $466,347 | -3.21% | 0.10% |
| HENDERSHOT INVESTMENTS INC. | 01/28/2025 | 7,092 | $442,257 | -22.68% | 0.09% |
| COREBRIDGE FINANCIAL, INC. | 02/11/2025 | 6,733 | $419,870 | -7.03% | 0.09% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 6,666 | $415,692 | 100.00% | 0.09% |
| TCTC HOLDINGS, LLC | 02/10/2025 | 6,303 | $393,055 | 0.00% | 0.08% |
| MODERA WEALTH MANAGEMENT, LLC | 02/06/2025 | 6,280 | $391,621 | 0.00% | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 03/17/2025 | 6,107 | $380,826 | 100.00% | 0.08% |
| TREXQUANT INVESTMENT LP | 02/12/2025 | 5,890 | $367,300 | 100.00% | 0.08% |
| WEALTHSPIRE ADVISORS, LLC | 02/04/2025 | 5,806 | $362,079 | -3.99% | 0.08% |
| JENTNER CORP | 02/14/2025 | 5,622 | $350,590 | 0.72% | 0.07% |
| TRUIST FINANCIAL CORP | 01/31/2025 | 5,451 | $339,919 | 100.00% | 0.07% |
| NTV ASSET MANAGEMENT LLC | 01/31/2025 | 5,265 | $328,325 | 0.00% | 0.07% |
| COLONY GROUP, LLC | 02/14/2025 | 5,142 | $320,655 | 0.00% | 0.07% |
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Burke & Herbert Bank & Trust Company institutional Ownership - FAQ's
During the previous two years, 87 institutional investors and hedge funds held shares of Burke & Herbert Bank & Trust Company. The most heavily invested institutionals were:
BlackRock, Inc.: 1.03 M
Fourthstone LLC: 454,526
GEODE CAPITAL MANAGEMENT, LLC: 305,887
STATE STREET CORP: 305,852
HUTCHINSON CAPITAL MANAGEMENT/CA: 257,080
BURKE & HERBERT BANK & TRUST CO: 255,358
69.06% of Burke & Herbert Bank & Trust Company stock is owned by institutional investors.
Institutional investors have bought a total of 4.50 M shares in the last 24 months. This purchase volume represents approximately $223.09 M in transactions.