Burke & Herbert Financial Services Corp. (BHRB)

Distributing

Strong institutional distribution: ownership decreased -5.87% quarter-over-quarter.

Data as of Q1 2026

Institutional Ownership

33.08%

QoQ Change

-5.87%

Total Value

$411.8B

Shares Outstanding

20.1M

Crowding AnalysisCrowded

Holders158of 5,944

Avg: 68

Uncrowded90th percentileCrowded

Institutional Activity

Buy/Sell Ratio1.16x

74th percentile

78 buying67 selling

+29

New

-19

Closed

+832K

Net shares

Holding Period Distribution

estimate

Median: 4 QAvg: 3.9 QHolders: 158

Ownership Concentration

Top 5: 40.5%Top 10: 61.1%

BlackRock,14.8%

VANGUARD CAPITAL MANAGEMENT8.4%

STATE STREET6.1%

GEODE CAPITAL MANAGEMENT,5.7%

DIMENSIONAL FUND ADVISORS5.5%

Others (153)59.5%

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Conviction-Weighted Ownership

Median weight: 0.01%Avg weight: 1.37%Max: 4.31%High conviction (>1%): 4

BlackRock,

VANGUARD CAPITAL MANAGEMENT

STATE STREET

GEODE CAPITAL MANAGEMENT,

DIMENSIONAL FUND ADVISORS

AMERICAN CENTURY COMPANIES

ENDEAVOUR CAPITAL ADVISORS

HUTCHINSON CAPITAL MANAGEMENT/CA

Fourthstone

BURKE & HERBERT BANK & TRUST

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Whale Moves Timeline (8 Quarters)

Biggest dollar-value position changes among top 10 holders

NEWVANGUARD CAPITAL MANAGEMENT$35M562K shr

NEWFourthstone$15M246K shr

BOUGHTENDEAVOUR CAPITAL ADVISORS$11M180K shr

BOUGHTAMERICAN CENTURY COMPANIES$4M71K shr

BOUGHTDIMENSIONAL FUND ADVISORS$3M50K shr

NEWGOLDMAN SACHS GROUP$10M164K shr

NEWENDEAVOUR CAPITAL ADVISORS$8M125K shr

BOUGHTAMERICAN CENTURY COMPANIES$4M70K shr

BOUGHTDIMENSIONAL FUND ADVISORS$2M36K shr

SOLDBURKE & HERBERT BANK & TRUST$2M35K shr

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Institutional Trends (8 Quarters)

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Institutional Holders

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