B
Burke & Herbert Financial Services Corp. (BHRB)
60.77
0.00 (0.00%)

60.77
0.00 (0.00%)
| Breakdown | |
|---|---|
| 11.60% | % of Shares Held by All Insider |
| 40.84% | % of Shares Held by Institutions |
| 46.20% | % of Float Held by Institutions |
| 220 | Number of Institutions Holding Shares |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| Blackrock Inc. | 980,249 | 2025-12-31 | 13.20% | $59.57M |
| Vanguard Group Inc | 779,800 | 2025-12-31 | 10.50% | $47.39M |
| Geode Capital Management, LLC | 370,707 | 2025-12-31 | 4.99% | $22.53M |
| State Street Corporation | 360,845 | 2025-12-31 | 4.86% | $21.93M |
| Dimensional Fund Advisors LP | 317,991 | 2025-12-31 | 4.28% | $19.33M |
| American Century Companies Inc | 271,716 | 2025-12-31 | 3.66% | $16.51M |
| Hutchinson Capital Management/CA | 258,080 | 2025-12-31 | 3.47% | $15.68M |
| BURKE & HERBERT BANK & TRUST CO | 221,746 | 2025-12-31 | 2.99% | $13.48M |
| Goldman Sachs Group Inc | 164,263 | 2025-12-31 | 2.21% | $9.98M |
| Endeavour Capital Advisors Inc | 125,323 | 2025-12-31 | 1.69% | $7.62M |
| Holder | Shares | Date Reported | % Out | Value |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 400,806 | 2025-12-31 | 5.40% | $24.36M |
| iShares Trust-iShares Russell 2000 ETF | 317,463 | 2026-01-31 | 4.27% | $19.29M |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 221,085 | 2026-01-31 | 2.98% | $13.44M |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 143,783 | 2025-12-31 | 1.94% | $8.74M |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 132,616 | 2025-12-31 | 1.79% | $8.06M |
| iShares Trust-iShares Russell 2000 Value ETF | 111,557 | 2026-01-31 | 1.50% | $6.78M |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 75,694 | 2025-10-31 | 1.02% | $4.60M |
| Fidelity Concord Street Trust-Fidelity Extended Market Index Fund | 69,990 | 2026-01-31 | 0.94% | $4.25M |
| VANGUARD SCOTTSDALE FUNDS-Vanguard Russell 2000 Index Fund | 66,314 | 2025-11-30 | 0.89% | $4.03M |
| SCHWAB STRATEGIC TRUST-Schwab U.S. Small-Cap ETF | 63,706 | 2025-11-30 | 0.86% | $3.87M |