§ BANKING
USD · BankingBHRB
BURKE & HERBERT FINANCIAL SE
USDSector · Banking
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
158 increased/new, 29 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 983K | 0.0% | +0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 562K | n/a | n/a |
| State Street | 404K | 0.0% | +12% |
| Geode Capital Management | 380K | 0.0% | +2% |
| Dimensional Fund Advisors | 368K | 0.0% | +16% |
| AMERICAN CENTURY COMPANIES INC | 342K | 0.0% | +26% |
◇ AC INTELLIGENCE
Top institutional owners for BHRB as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER51.2% · 0 holders
OTHER22.9% · 108 holders
PASSIVE / INDEX10.2% · 8 holders
DEALER / BANK9.2% · 22 holders
QUALITY / COMPOUNDER5.8% · 10 holders
INCOME / DEFENSIVE0.3% · 8 holders
ACTIVIST0.1% · 1 holder
TACTICAL / MACRO0.1% · 2 holders
SYSTEMATIC / QUANT0.1% · 3 holders
GROWTH / MOMENTUM0.1% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for BHRB in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention BHRB yet.