Burke & Herbert Bank & Trust Company (BHRB) Ownership
BHRB ownership summary
as of October 18, 2026- Institutions
- 45.5% of shares outstanding
- Insiders
- 15.05% of shares outstanding
- Shares outstanding
- 20.2M
- Float
- 17.3M shares available to trade
- Short interest
- 4.52% 833K shares short
- Days to cover
- 6.72 short interest up 8.3% vs prior month
- Institutions 45.49%
- Insiders 15.05%
- Other investors 39.46%
BHRB top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 6.04% | 1.2M | $84.9M | +59,585 (+5.1%) | June 30, 2026 |
| 2 | Vanguard Capital Management, LLC | 3.72% | 750K | $52.3M | +36,798 (+5.2%) | June 30, 2026 |
| 3 | State Street Corp | 2.76% | 558K | $38.9M | +108,837 (+24.3%) | June 30, 2026 |
| 4 | American Century Companies Inc | 2.42% | 489K | $34.1M | +116,117 (+31.1%) | June 30, 2026 |
| 5 | Geode Capital Management, LLC | 2.29% | 462K | $32.2M | +3,020 (+0.7%) | June 30, 2026 |
| 6 | Endeavour Capital Advisors Inc | 2.27% | 459K | $32.0M | +153,987 (+50.5%) | June 30, 2026 |
| 7 | Dimensional Fund Advisors, Inc. | 2.24% | 452K | $31.5M | +52,087 (+13.0%) | June 30, 2026 |
| 8 | AllianceBernstein L.P. | 1.61% | 325K | $22.7M | +8,169 (+2.6%) | June 30, 2026 |
| 9 | Hutchinson Capital Management | 1.28% | 259K | $18.1M | +1,000 (+0.4%) | June 30, 2026 |
| 10 | Burke & Herbert Financial Services Corp | 1.08% | 218K | $15.2M | −3,929 (−1.8%) | June 30, 2026 |
| 11 | The Goldman Sachs Group Inc | 0.86% | 173K | $12.0M | −24,358 (−12.3%) | June 30, 2026 |
| 12 | Northern Trust Corp | 0.75% | 151K | $10.5M | +7,294 (+5.1%) | June 30, 2026 |
| 13 | Vanguard Portfolio Management, LLC | 0.73% | 147K | $10.2M | −4,167 (−2.8%) | June 30, 2026 |
| 14 | Charles Schwab Investment Management Inc | 0.69% | 138K | $9.6M | +20,146 (+17.0%) | June 30, 2026 |
| 15 | Citadel Advisors Llc | 0.62% | 125K | $8.7M | +115,940 (+1,274.6%) | June 30, 2026 |
| 16 | Bridgeway Capital Management, LLC | 0.57% | 116K | $8.1M | +4,251 (+3.8%) | June 30, 2026 |
| 17 | Vanguard Fiduciary Trust Co | 0.55% | 111K | $7.7M | +2,120 (+1.9%) | June 30, 2026 |
| 18 | Bank of New York Mellon Corp | 0.52% | 105K | $7.3M | +6,059 (+6.1%) | June 30, 2026 |
| 19 | Hotchkis & Wiley Capital Management LLC | 0.52% | 104K | $7.3M | +2,800 (+2.8%) | June 30, 2026 |
| 20 | Two Sigma Investments LLC | 0.48% | 97K | $6.7M | +46,193 (+91.6%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 17 holders added 744K shares and 3 cut 32K.
BHRB top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | Vanguard MStar Total Stk Mkt Idx Invest | 2.67% | 539K | $37.6M | — | August 31, 2026 |
| 2 | iShares Russell 2000 ETF | 2.28% | 460K | $32.1M | +6,985 (+1.5%) | September 30, 2026 |
| 3 | Avantis US Small Cap Value ETF | 2.26% | 456K | $31.8M | — | September 30, 2026 |
| 4 | State Street® SPDR® S&PRgnllBkgETF | 0.98% | 199K | $13.8M | +5,920 (+3.1%) | September 30, 2026 |
| 5 | Fidelity Small Cap Index | 0.83% | 168K | $11.7M | +1,452 (+0.9%) | July 31, 2026 |
| 6 | iShares Russell 2000 Value ETF | 0.83% | 167K | $11.6M | +254 (+0.2%) | September 30, 2026 |
| 7 | Vanguard Russell 2000 ETF | 0.51% | 102K | $7.1M | +13,131 (+14.8%) | September 30, 2026 |
| 8 | Schwab US Small-Cap ETF™ | 0.45% | 91K | $6.3M | +54 (+0.1%) | September 30, 2026 |
| 9 | DFA US Small Cap Value I | 0.43% | 87K | $6.0M | — | August 31, 2026 |
| 10 | Fidelity Extended Market Index | 0.41% | 82K | $5.7M | −1,583 (−1.9%) | August 31, 2026 |
| 11 | EA Bridgeway Omni Small-Cap Value ETF | 0.39% | 79K | $5.5M | — | September 30, 2026 |
| 12 | Nuveen Quant Small Cap Equity R6 | 0.34% | 69K | $4.8M | +68,800 (0.0%) | August 31, 2026 |
| 13 | Dimensional US Small Cap ETF | 0.31% | 63K | $4.4M | — | September 30, 2026 |
| 14 | Principal US Small Cap ETF | 0.29% | 59K | $4.1M | +29 (+0.0%) | September 30, 2026 |
| 15 | DFA US Small Cap I | 0.28% | 57K | $4.0M | +354 (+0.6%) | August 31, 2026 |
| 16 | iShares Micro-Cap ETF | 0.28% | 56K | $3.9M | −385 (−0.7%) | September 30, 2026 |
| 17 | Bridgeway Omni Small-Cap Value N | 0.22% | 45K | $3.1M | −1 (−0.0%) | June 30, 2026 |
| 18 | DFA US Targeted Value I | 0.22% | 44K | $3.1M | — | August 31, 2026 |
| 19 | DFA US Micro Cap I | 0.21% | 42K | $2.9M | +2,259 (+5.7%) | August 31, 2026 |
| 20 | WisdomTree US SmallCap Dividend ETF | 0.21% | 42K | $2.9M | — | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
BHRB insider transactions
latest 5| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2025-10-28 | Shawn Patrick Mclaughlin | Buy | $61.00 | 1,000 | $61,000 |
| 2025-06-05 | Jose David Riojas | Buy | $55.85 | 500 | $27,925 |
| 2025-05-23 | Samuel Laing Hinson III | Buy | $55.00 | 4,802 | $264,110 |
| 2025-05-07 | Shawn Patrick Mclaughlin | Buy | $56.50 | 1,000 | $56,500 |
| 2025-04-29 | Samuel Laing Hinson III | Buy | $53.00 | 4,000 | $212,000 |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
BHRB shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns BHRB
Institutional investors own 45.5% of Burke & Herbert Bank &'s shares and insiders 15.05%. The largest holder is BlackRock Inc with 6.04% of the shares (1.2M), as of June 30, 2026. Among the top 20 institutions, 17 added shares and 3 reduced their stake in the latest filings. Short interest is 4.52% of the float, or 6.72 days of average trading volume. The share count rose 87.9% since 2007.
Related: BHRB analyst forecast, BHRB key metrics, BHRB dividend history. See the BHRB stock overview for the latest quote and news.
BHRB ownership FAQ
Who owns the most Burke & Herbert Bank & stock?
The largest shareholders of Burke & Herbert Bank & are BlackRock Inc (6.04%), Vanguard Capital Management, LLC (3.72%), State Street Corp (2.76%), American Century Companies Inc (2.42%), Geode Capital Management, LLC (2.29%).
What percentage of Burke & Herbert Bank & is owned by institutions?
Institutions hold 45.5% of Burke & Herbert Bank &'s shares outstanding; insiders hold 15.05%.
Which funds own Burke & Herbert Bank &?
The largest fund holders of Burke & Herbert Bank & are Vanguard MStar Total Stk Mkt Idx Invest (2.67%), iShares Russell 2000 ETF (2.28%), Avantis US Small Cap Value ETF (2.26%), State Street® SPDR® S&PRgnllBkgETF (0.98%), Fidelity Small Cap Index (0.83%).
What is Burke & Herbert Bank &'s short interest?
833K shares of Burke & Herbert Bank & were sold short, 4.52% of the float; at the average daily volume it would take 6.72 days to cover.
Are insiders buying or selling Burke & Herbert Bank &?
Of the latest 5 reported insider transactions in Burke & Herbert Bank & (since April 29, 2025), 5 were purchases and 0 were sales.
How many shares of Burke & Herbert Bank & are outstanding?
Burke & Herbert Bank & has 20.2M shares outstanding, of which 17.3M are in the public float.