Burke & Herbert Financial Services Corp

-

Stock Issuer and Owners

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Burke & Herbert Financial Services Corp
TickerBHRB
CIK #0001964333
CUSIP121331102
SectorFinance - National Commercial Banks
Address100 S Fairfax Street, Alexandria, VA 22314
Source [EDGAR]
CIK Filing 2011 - 2025
[0001964333] 10-K
[0001964333] 10-Q
[0001964333] 3
[0001964333] 4
[0001964333] 5
[0001964333] 8-K
[0001964333] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Vanguard Group Inc Burke & Herbert Financial Services Corp [2025-07-29] 0.0
BlackRock Inc Burke & Herbert Financial Services Corp [2024-01-29] 6.4
Form 3/4/5 Filer 2011 - 2025
Burke & Herbert Financial Services Corp.
Riojas Jose David
Anderson Mark Guthrie
McLaughlin Shawn Patrick
Hinson Samuel Laing III
Barnwell Julian Forrest Jr.
Bonnafe Katherine Diane
Hinkle Gary L
Geary James P II
Bean Oscar M
Upson Jill S
George Georgette R.
Piccirillo Charles
Burke James Mason
Ritchie Bradford E
Freeman Danyl R
Tissue Robert S
Rowan Shannon Barrow
Kimlel Lauren N.
Boyle David P
Halyama Roy Eugene
Maddy H Charles III
Hager Joseph
Zirk Angela R
Huffman Patrick Kip
Parikh Kirtan
Schmidt Jennifer Palmer
Hintelmann Robert Victor Jr.
Markwood Julie R
Welch Jeffrey A.
Kitzmiller Jason A
Bowling Ronald L
Wilson David
Cookman James M
Bridgeforth J. Scott
Collum Joseph Frye
Smith Kendrick Cook
Burke Edmund Hunt
Carosi Nicholas III
Debeniotis Emily Stavroula
Lubeley Michael David
Form 13F Holdings
Firm Period DFND Voting Shares
BlackRock, Inc. [2025-06-30] SOLE 955,117 988,544
Vanguard Group Inc [2025-06-30] SOLE 0 738,222
State Street Corp [2025-06-30] DFND 86,768 344,866
Geode Capital Management LLC [2025-06-30] DFND 337,425 337,425
Dimensional Fund Advisors LP [2025-06-30] SOLE 265,462 270,684
Hutchinson Capital Management/Ca [2025-06-30] SOLE 257,080 257,080
Burke & Herbert Bank & Trust Co [2025-06-30] SOLE 215,369 245,120
American Century Companies Inc [2025-06-30] DFND 122,649 122,649
Northern Trust Corp [2025-06-30] DFND 121,312 121,342
Fourthstone LLC [2025-06-30] SOLE 113,508 113,508
Hotchkis & Wiley Capital Management LLC [2025-06-30] SOLE 92,800 112,000
Charles Schwab Investment Management Inc [2025-06-30] SOLE 109,876 109,876
Marshall Wace LLP [2025-06-30] OTR 0 90,664
Royce & Associates LP [2025-06-30] SOLE 81,662 81,662
Verdence Capital Advisors LLC [2025-06-30] SOLE 19,990 71,707
Bank of New York Mellon Corp [2025-06-30] DFND 65,064 69,092
Endeavour Capital Advisors Inc [2025-06-30] SOLE 61,913 61,913
Goldman Sachs Group Inc [2025-06-30] DFND 50,424 50,444
Morgan Stanley [2025-06-30] DFND 48,687 49,901
JPMorgan Chase & Co [2025-06-30] DFND 39,838 49,511
EJF Capital LLC [2025-06-30] SOLE 44,073 49,402
Pinnacle Holdings LLC [2025-06-30] SOLE 43,349 43,349
D. E. Shaw & Co., Inc. [2025-06-30] DFND 36,515 36,515
AA Financial Advisors LLC [2025-06-30] SOLE 31,166 31,166
UBS Group AG [2025-06-30] DFND 29,316 29,316
Segall Bryant & Hamill LLC [2025-06-30] SOLE 27,424 27,424
Moors & Cabot Inc [2025-06-30] SOLE 26,113 26,113
Swiss National Bank [2025-06-30] SOLE 26,100 26,100
Russell Investments Group, Ltd. [2025-06-30] DFND 26,060 26,060
Two Sigma Investments LP [2025-06-30] SOLE 24,479 24,479
Prev | Page 1 | Next
Terms | Privacy | Guide
tony@aum13f.com