Burke & Herbert Financial Services
Runs a multi-state community bank for deposits, lending, treasury, and wealth services.
$71.71
After-hours close0.00 (0.00%)
At close$71.71(+0.13%)
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Breakdown13F · Form 4
Institutions 52.32%10.54M sharesInsiders 6.32%1.27M sharesOther 41.36%8.34M shares
Shares outstanding 20.15M · Float 17.06M · 84.7% free float
Institutions13F, as of Jun 30, 2026
208 holders · 10.54M shares · 66 new positions · 160 increased · 27 reduced · 21 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 1.22M | 6.05% | +235.7K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 750.1K | 3.72% | +187.9K | Aug 13, 2026 |
| State Street Corp | 557.5K | 2.77% | +153.7K | Aug 7, 2026 |
| American Century Companies Inc | 489.2K | 2.43% | +146.7K | Aug 12, 2026 |
| Geode Capital Management, LLC | 462.1K | 2.29% | +82.5K | Aug 12, 2026 |
| Endeavour Capital Advisors Inc | 459.2K | 2.28% | +154.0K | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 452.3K | 2.24% | +84.3K | Aug 11, 2026 |
| AllianceBernstein L.P. | 325.4K | 1.61% | +280.0K | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Kenneth R. Lehman | 5.85% | 1.18M | 13G | May 4, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| James Mason Burke | director | 268.0K | 1.33% | Aug 12, 2026 |
| Gary L. Hinkle | director | 259.8K | 1.29% | Sep 15, 2025 |
| Shawn Patrick McLaughlin | director | 72.0K | 0.36% | Aug 6, 2026 |
| H. Charles Iii Maddy | director, officer: President | 67.8K | 0.34% | Aug 12, 2026 |
| David P. Boyle | director, officer: Chair & CEO | 65.2K | 0.32% | Jul 29, 2026 |
| Samuel Laing III Hinson | director | 62.2K | 0.31% | Jun 22, 2026 |
| Robert S. Tissue | officer: EVP, Balance Sheet Strategy | 58.4K | 0.29% | Aug 3, 2026 |
| Oscar M. Bean | director | 55.8K | 0.28% | May 27, 2025 |
| James P. II Geary | director | 43.9K | 0.22% | Aug 18, 2026 |
| Georgette R. George | director | 32.8K | 0.16% | Aug 21, 2026 |
12 people have not refiled in the last 18 months (348.0K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 20, 2026 | David Wilsondirector | Purchase | 35 | $70.57 | 435 |
| Aug 14, 2026 | James P. II Gearydirector | Sale · 2 lots | 3,150 | $72.83 | 9,457 |
| Aug 3, 2026 | James P. II Gearydirector | Sale · 2 lots | 3,150 | $73.93 | 9,457 |
| Aug 12, 2026 | Diane Poillondirector | Purchase | 1,200 | $73.67 | 4,128 |
| Aug 11, 2026 | James Mason Burkedirector | Sale | 1,500 | $73.03 | 258,480 |
| Aug 6, 2026 | Shawn Patrick McLaughlindirector | Purchase | 1,000 | $73.25 | 71,000 |
| Aug 3, 2026 | Katherine Diane Bonnafedirector | Sale | 1,000 | $73.65 | 8,200 |
| Jul 31, 2026 | David Wilsondirector | Purchase | 100 | $73.68 | 23,448 |
| Aug 4, 2026 | David Wilsondirector | Purchase | 34 | $73.69 | 232 |
| Aug 3, 2026 | Georgette R. Georgedirector | Sale | 1,000 | $73.67 | 38,321 |
CongressHouse and Senate disclosures
Not reported.