Burke & Herbert Bank & Trust Company Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 11/12/2025 | 973.26 K | $60.04 M | -1.55% | 6.49% |
| VANGUARD GROUP INC | 11/07/2025 | 765.44 K | $47.22 M | 0.47% | 5.10% |
| STATE STREET CORP | 11/14/2025 | 383.54 K | $23.66 M | 11.21% | 2.56% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 374.10 K | $23.08 M | 10.87% | 2.49% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 281.96 K | $17.39 M | -0.45% | 1.88% |
| HUTCHINSON CAPITAL MANAGEMENT/CA | 11/12/2025 | 258.08 K | $15.92 M | 0.39% | 1.72% |
| BURKE & HERBERT BANK & TRUST CO | 11/07/2025 | 257.16 K | $15.86 M | -0.90% | 1.71% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 201.70 K | $12.44 M | 64.45% | 1.34% |
| FOURTHSTONE LLC | 11/14/2025 | 137.76 K | $8.50 M | 21.37% | 0.92% |
| NORTHERN TRUST CORP | 11/14/2025 | 123.23 K | $7.60 M | -0.24% | 0.82% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 111.21 K | $6.86 M | 1.21% | 0.74% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11/14/2025 | 104.94 K | $6.47 M | -6.30% | 0.70% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/07/2025 | 102.72 K | $6.34 M | 65.91% | 0.68% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 97.49 K | $6.01 M | 93.25% | 0.65% |
| ROYCE & ASSOCIATES LP | 11/12/2025 | 75.64 K | $4.67 M | -7.37% | 0.50% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 70.30 K | $4.34 M | 1.75% | 0.47% |
| VERDENCE CAPITAL ADVISORS LLC | 10/29/2025 | 67.71 K | $4.16 M | -5.58% | 0.45% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 64.82 K | $4.00 M | 305.41% | 0.43% |
| MORGAN STANLEY | 11/14/2025 | 61.54 K | $3.80 M | 23.33% | 0.41% |
| JPMORGAN CHASE & CO | 11/26/2025 | 55.18 K | $3.40 M | 11.46% | 0.37% |
| EJF CAPITAL LLC | 11/12/2025 | 49.85 K | $3.08 M | 0.91% | 0.33% |
| MARSHALL WACE, LLP | 11/13/2025 | 48.51 K | $2.99 M | -46.49% | 0.32% |
| PINNACLE HOLDINGS, LLC | 11/12/2025 | 43.29 K | $2.67 M | -0.14% | 0.29% |
| LSV ASSET MANAGEMENT | 11/06/2025 | 40.90 K | $2.52 M | 152.47% | 0.27% |
| UBS GROUP AG | 11/13/2025 | 39.47 K | $2.44 M | 34.65% | 0.26% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 37.62 K | $2.32 M | 136.34% | 0.25% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 36.31 K | $2.24 M | 48.31% | 0.24% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 27.18 K | $1.68 M | 4.29% | 0.18% |
| D. E. SHAW & CO., INC. | 11/14/2025 | 26.73 K | $1.65 M | -26.79% | 0.18% |
| SWISS NATIONAL BANK | 11/13/2025 | 26.10 K | $1.61 M | 0.00% | 0.17% |
| MOORS & CABOT, INC. | 11/14/2025 | 25.96 K | $1.60 M | -0.59% | 0.17% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 25.45 K | $1.57 M | 5.77% | 0.17% |
| BARCLAYS PLC | 11/12/2025 | 24.96 K | $1.54 M | -28.50% | 0.17% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 24.35 K | $1.50 M | 100.00% | 0.16% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2025 | 21.97 K | $1.36 M | 100.00% | 0.15% |
| FIFTH THIRD BANCORP | 11/07/2025 | 21.88 K | $1.35 M | 0.00% | 0.15% |
| NUVEEN, LLC | 11/12/2025 | 20.78 K | $1.28 M | -13.02% | 0.14% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 20.75 K | $1.28 M | 100.00% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 20.73 K | $1.28 M | 16.92% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 17.90 K | $1.10 M | 5.92% | 0.12% |
| BROOKSTONE CAPITAL MANAGEMENT | 10/15/2025 | 17.86 K | $1.10 M | 100.00% | 0.12% |
| BNP PARIBAS ARBITRAGE, SNC | 11/13/2025 | 17.86 K | $1.10 M | 30.45% | 0.12% |
| RHUMBLINE ADVISERS | 11/06/2025 | 17.74 K | $1.09 M | -1.26% | 0.12% |
| UBS ASSET MANAGEMENT AMERICAS INC | 11/14/2025 | 16.63 K | $1.03 M | -54.95% | 0.11% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 15.17 K | $935.78 K | 0.00% | 0.10% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 14.97 K | $923.38 K | 0.00% | 0.10% |
| UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 10/30/2025 | 14.70 K | $906.84 K | 0.00% | 0.10% |
| INVESCO LTD. | 11/13/2025 | 14.57 K | $898.70 K | 20.33% | 0.10% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 10/30/2025 | 13.54 K | $835.35 K | 100.00% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 13.50 K | $813.23 K | 104.58% | 0.09% |
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Burke & Herbert Bank & Trust Company institutional Ownership - FAQ's
During the previous two years, 167 institutional investors and hedge funds held shares of Burke & Herbert Bank & Trust Company. The most heavily invested institutionals were:
BlackRock, Inc.: 973,258
VANGUARD GROUP INC: 765,442
STATE STREET CORP: 383,538
GEODE CAPITAL MANAGEMENT, LLC: 374,096
DIMENSIONAL FUND ADVISORS LP: 281,964
HUTCHINSON CAPITAL MANAGEMENT/CA: 258,080
38.53% of Burke & Herbert Bank & Trust Company stock is owned by institutional investors.
Institutional investors have bought a total of 6.76 M shares in the last 24 months. This purchase volume represents approximately $472.44 M in transactions.