InvestorLens

BHRB — BURKE HERBERT FINL SVCS CORP

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BHRB?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
95
Institutional Conviction
Net accumulation · 2 buying vs 0 selling last quarter
59
Macro Tailwind
Macro conditions are mixed for this sector
55
Why? — Evidence & Confidence ▾

Of 2 tracked investors who changed their BHRB position last quarter, 2 bought and 0 sold (100% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime).

Supporting evidence
  • +2 tracked investors added or increased positions last quarter (Izzy Englander, Ken Griffin)
  • +2 tracked investors reported holding BHRB at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About BURKE HERBERT FINL SVCS CORP (BHRB)

BURKE HERBERT FINL SVCS CORP (BHRB) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $9M. Across recent filings, tracked investors recorded 4 new positions, 6 increased, 3 reduced, and 3 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BHRB

63
/100
Institutional Accumulation
Added / Increased10
Reduced3
Exited3
BearishBullish
Crowded Trade Score™

How many top investors track BHRB

13
/100
Undiscovered
2investors

Only 2 tracked investors report this position.

UndiscoveredCrowded
151015+

BHRB Ownership Composition

How BURKE HERBERT FINL SVCS CORP is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
100% of tracked value
Institutions
2
tracked investors
Total Reported
$10.8M
combined 13F value
Types1
  • Multi-Strategy / Quant100.0%
Multi-Strategy / Quant(2)
100.0%

Tracked investors currently reporting BHRB

1 tracked investor has since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    125K
    Value
    $9M
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    24.6K
    Value
    $1.8M
    % Portfolio
    0.00%

Previously held BHRB

These investors reported BHRB in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Steve CohenPoint72 Asset Management8.1K$502.5KSep 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold BHRB?
2 tracked institutional investors disclosed a position in BHRB (BURKE HERBERT FINL SVCS CORP) in their most recent 13F filing.
Who is the largest institutional holder of BHRB?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in BHRB, valued at $9M.
Did institutional ownership of BHRB increase or decrease?
Across recent 13F filings, tracked investors recorded 4 new positions, 6 increased, 3 reduced, and 3 fully exited BHRB.
Where does this BHRB ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.