Burke & Herbert Bank & Trust Company (BHRB) Ownership

$56.92

$0.18 (-0.32%)
Last update: 04:00 PM EST
Day's range
$56.53
Day's range
$57.25

Burke & Herbert Bank & Trust Company Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
BLACKROCK, INC. 05/02/2025 1.02 M $57.07 M   -0.80% 6.79%
VANGUARD GROUP INC 05/09/2025 740.51 K $41.55 M   1.14% 4.95%
GEODE CAPITAL MANAGEMENT, LLC 05/13/2025 316.17 K $17.74 M   3.36% 2.11%
DIMENSIONAL FUND ADVISORS LP 05/13/2025 309.50 K $17.37 M   -9.16% 2.07%
STATE STREET CORP 05/15/2025 293.60 K $16.47 M   -4.01% 1.96%
HUTCHINSON CAPITAL MANAGEMENT/CA 05/12/2025 257.08 K $14.42 M   0.00% 1.72%
BURKE & HERBERT BANK & TRUST CO 04/29/2025 251.70 K $14.12 M   -1.43% 1.68%
NORTHERN TRUST CORP 05/13/2025 130.29 K $7.31 M   0.14% 0.87%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 05/09/2025 108.57 K $6.09 M   -1.80% 0.73%
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 05/14/2025 102.69 K $5.76 M   100.00% 0.69%
ROYCE & ASSOCIATES LP 05/06/2025 82.59 K $4.63 M   0.15% 0.55%
MARSHALL WACE, LLP 05/15/2025 76.45 K $4.29 M   100.00% 0.51%
GOLDMAN SACHS GROUP INC 05/16/2025 71.85 K $4.03 M   16.39% 0.48%
VERDENCE CAPITAL ADVISORS LLC 05/02/2025 71.71 K $4.02 M   4.86% 0.48%
BANK OF NEW YORK MELLON CORP 04/29/2025 68.02 K $3.82 M   -0.80% 0.45%
EJF CAPITAL LLC 05/15/2025 64.37 K $3.61 M   7.00% 0.43%
MORGAN STANLEY 05/15/2025 54.51 K $3.06 M   -22.39% 0.36%
ENDEAVOUR CAPITAL ADVISORS INC 05/13/2025 52.15 K $2.93 M   100.00% 0.35%
AMERICAN CENTURY COMPANIES INC 05/13/2025 52.07 K $2.92 M   103.72% 0.35%
PINNACLE HOLDINGS, LLC 05/13/2025 43.35 K $2.43 M   0.13% 0.29%
D. E. SHAW & CO., INC. 05/15/2025 40.63 K $2.28 M   237.86% 0.27%
JPMORGAN CHASE & CO 05/12/2025 37.45 K $2.10 M   -41.96% 0.25%
TWO SIGMA INVESTMENTS, LP 05/15/2025 36.52 K $2.05 M   373.80% 0.24%
AA FINANCIAL ADVISORS, LLC 04/17/2025 31.17 K $1.75 M   100.00% 0.21%
RUSSELL INVESTMENTS GROUP, LTD. 05/13/2025 31.02 K $1.74 M   0.00% 0.21%
SEGALL BRYANT & HAMILL, LLC 05/02/2025 30.72 K $1.72 M   100.00% 0.21%
05/12/2025 30.04 K $1.69 M   100.00% 0.20%
MILLENNIUM MANAGEMENT LLC 05/15/2025 29.60 K $1.66 M   53.26% 0.20%
MOORS & CABOT, INC. 05/08/2025 26.11 K $1.47 M   0.00% 0.17%
SWISS NATIONAL BANK 05/12/2025 26.10 K $1.46 M   -1.14% 0.17%
WELLS FARGO & COMPANY/MN 05/13/2025 23.52 K $1.32 M   0.50% 0.16%
BARCLAYS PLC 05/15/2025 23.29 K $1.31 M   -18.57% 0.16%
FIFTH THIRD BANCORP 04/15/2025 21.88 K $1.23 M   0.00% 0.15%
FOURTHSTONE LLC 05/14/2025 21.42 K $1.20 M   -95.29% 0.14%
UBS ASSET MANAGEMENT AMERICAS INC 05/19/2025 20.51 K $1.15 M   0.00% 0.14%
AMERIPRISE FINANCIAL INC 05/14/2025 19.20 K $1.08 M   100.00% 0.13%
BANK OF AMERICA CORP /DE/ 05/15/2025 17.72 K $994.10 K   1.14% 0.12%
RHUMBLINE ADVISERS 05/29/2025 17.66 K $991.06 K   -4.77% 0.12%
CUBIST SYSTEMATIC STRATEGIES, LLC 05/15/2025 17.45 K $979.15 K   100.00% 0.12%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 05/14/2025 17.37 K $974.58 K   160.56% 0.12%
KENNEDY CAPITAL MANAGEMENT LLC 05/13/2025 15.17 K $851.13 K   100.00% 0.10%
FRANKLIN RESOURCES INC 05/13/2025 14.97 K $839.85 K   0.00% 0.10%
CITADEL ADVISORS LLC 05/15/2025 13.34 K $748.40 K   -34.40% 0.09%
EMERALD MUTUAL FUND ADVISERS TRUST 05/01/2025 13.08 K $733.92 K   0.00% 0.09%
LEGAL & GENERAL GROUP PLC 05/15/2025 12.85 K $722.46 K   0.00% 0.09%
BAIRD FINANCIAL GROUP, INC. 05/15/2025 12.79 K $717.65 K   0.00% 0.09%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 05/15/2025 12.72 K $713.83 K   0.00% 0.09%
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 04/22/2025 12.40 K $696.00 K   0.00% 0.08%
EMPOWER ADVISORY GROUP, LLC 05/09/2025 11.56 K $648.63 K   0.00% 0.08%
ALLIANCEBERNSTEIN L.P. 05/15/2025 11.14 K $624.84 K   0.00% 0.07%

Burke & Herbert Bank & Trust Company institutional Ownership - FAQ's

During the previous two years, 143 institutional investors and hedge funds held shares of Burke & Herbert Bank & Trust Company. The most heavily invested institutionals were:

BlackRock, Inc.: 1.02 M

VANGUARD GROUP INC: 740,512

GEODE CAPITAL MANAGEMENT, LLC: 316,167

DIMENSIONAL FUND ADVISORS LP: 309,497

STATE STREET CORP: 293,597

HUTCHINSON CAPITAL MANAGEMENT/CA: 257,080

34.53% of Burke & Herbert Bank & Trust Company stock is owned by institutional investors.

Institutional investors have bought a total of 6.07 M shares in the last 24 months. This purchase volume represents approximately $345.44 M in transactions.