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% |
| JANE STREET GROUP, LLC | 05/19/2025 | 22.93 K | $1.29 M | 100.00% | 0.15% |
| 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% |
| UBS GROUP AG | 05/13/2025 | 12.71 K | $713.33 K | 5.50% | 0.08% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 12.40 K | $696.00 K | 0.00% | 0.08% |
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Burke & Herbert Bank & Trust Company institutional Ownership - FAQ's
During the previous two years, 145 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 6.10 M shares in the last 24 months. This purchase volume represents approximately $343.99 M in transactions.