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$BHRB
$70.08 -$0.62 (0.88%) Close

Ownership

13F as of Q2 2026 · 20.2M shares outstanding

Who owns BHRB?

By type of holder
Institutions 44.4% Insiders 10.1% Everyone else 45.5%
Concentration Top 10 holders own 26.9%
BlackRock, Inc. 6.0% · Vanguard Capital Management LLC 3.7%
Institutional ownership
44.4%
+11.0 pts vs last qtr
Institutional holders
206
+44 vs last qtr
Net shares bought
+2.2M
by institutions in Q2 2026
New / sold out
64 / 20
positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026
  • Alliancebernstein L.P. +280.0K
  • BlackRock, Inc. +235.7K

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Biggest sellers in Q2 2026
  • Evermay Wealth Management LLC SOLD OUT −185.8K
  • Fourthstone LLC −162.2K

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Who is planning to sell?

Notices of proposed sale, last 12 months
$523K
3 notices from 3 people
Shares covered
7.2K
0.04% of the company
Arranged in advance
0%
of the value is under a 10b5-1 plan
Under a 10b5-1 plan No plan
$0$261.7K$523.4KNovDecJanFebMarAprMayJunJulAug 2026: $523.4K without a planAugSepOct
Largest proposed sellers
  • Geary James P II Director $230K
  • Burke James Mason Director $220K

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Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2021–FY2025
+102.9%
+19.35% a year
Each share's claim on the business
−50.7%
shrank without buying or selling a share
Spent on buybacks vs paid in stock
— vs $12.4M
over 5 fiscal years
Diluted shares, split-adjusted
7.2M11.2M15.2M2021: 7.4M shares'212022: 7.5M shares'222023: 7.5M shares'232024: 12.4M shares'242025: 15.1M shares'25
Buybacks Stock-based comp
$0$2.4M$4.8M2021 buybacks: $02021 stock comp: $283.0K'212022 buybacks: $02022 stock comp: $2.0M'222023 buybacks: $02023 stock comp: $2.5M'232024 buybacks: $02024 stock comp: $2.9M'242025 buybacks: $02025 stock comp: $4.8M'25

How patient are the owners?

Institutional shares by how long they've been held
5+ years0% 3–5 years52% 1–3 years33% Under 1 year15%
Quarterly turnover
24.4%
of institutional shares changed hands
Top 10 managers, median time held
3 years

Super Investors

Investment managers reporting BHRB on Form 13F
B
BlackRock, Inc.
Shares
1.2M
% of company
6.04%
Change vs last qtr
+235.7K (+24.0%)
Held since
2023
VC
Vanguard Capital Management LLC
Shares
750.1K
% of company
3.72%
Change vs last qtr
+187.9K (+33.4%)
Held since
2023

28 more super investors behind a free account

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Institutional Funds

Mutual funds and ETFs reporting BHRB on Form N-PORT; together they hold 18.7% of the company
VT
Vanguard Total Stock Market Index Fund
Vanguard Index Funds
Position value
$38.8M
% of company
2.67%
% of the fund
0.00%
As of
June 30, 2026
IR
iShares Russell 2000 ETF
iShares Trust
Position value
$29.9M
% of company
2.06%
% of the fund
0.04%
As of
June 30, 2026

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Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G
BJ
Barnwell Julian Forrest Jr.
Insider
Shares
413.0K
% of company
2.05%
Change vs last qtr
—
Held since
—
HG
Hinkle Gary L
Insider
Shares
303.0K
% of company
1.50%
Change vs last qtr
—
Held since
—

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See every insider and 5%+ holder of Burke & Herbert Financial Services Corp.

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