CUSIP 12135Y108
BURKE HERBERT FINL SVCS CORP
161 institutions · $315.7M total · 5,180,695 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 677,880 | $42.2M | 13.08% | 2025-12-31 |
| 2 | BlackRock, Inc. | 513,620 | $32.0M | 9.91% | 2025-12-31 |
| 3 | STATE STREET CORP | 360,845 | $22.5M | 6.96% | 2025-12-31 |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | 327,300 | $20.4M | 6.31% | 2025-12-31 |
| 5 | DIMENSIONAL FUND ADVISORS LP | 304,131 | $19.0M | 5.87% | 2025-12-31 |
| 6 | AMERICAN CENTURY COMPANIES INC | 271,716 | $16.9M | 5.24% | 2025-12-31 |
| 7 | HUTCHINSON CAPITAL MANAGEMENT/CA | 258,080 | $16.1M | 4.98% | 2025-12-31 |
| 8 | BURKE & HERBERT BANK & TRUST CO | 207,371 | $12.9M | 4.00% | 2025-12-31 |
| 9 | GOLDMAN SACHS GROUP INC | 157,876 | $9.8M | 3.04% | 2025-12-31 |
| 10 | ENDEAVOUR CAPITAL ADVISORS INC | 125,323 | $7.8M | 2.41% | 2025-12-31 |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 109,474 | $6.8M | 2.11% | 2025-12-31 |
| 12 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 105,644 | $6.6M | 2.03% | 2025-12-31 |
| 13 | NORTHERN TRUST CORP | 101,359 | $6.3M | 1.95% | 2025-12-31 |
| 14 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 81,653 | $5.1M | 1.57% | 2025-12-31 |
| 15 | Fourthstone LLC | 72,663 | $4.5M | 1.40% | 2025-12-31 |
| 16 | AQR CAPITAL MANAGEMENT LLC | 72,559 | $4.5M | 1.40% | 2025-12-31 |
| 17 | Verdence Capital Advisors LLC | 66,667 | $4.2M | 1.28% | 2025-12-31 |
| 18 | Bank of New York Mellon Corp | 66,377 | $4.1M | 1.28% | 2025-12-31 |
| 19 | ROYCE & ASSOCIATES LP | 59,995 | $3.7M | 1.15% | 2025-12-31 |
| 20 | MORGAN STANLEY | 50,818 | $3.2M | 0.98% | 2025-12-31 |
| 21 | Empowered Funds, LLC | 46,053 | $2.9M | 0.88% | 2025-12-31 |
| 22 | ALLIANCEBERNSTEIN L.P. | 45,016 | $2.8M | 0.86% | 2025-12-31 |
| 23 | BARCLAYS PLC | 34,687 | $2.1M | 0.66% | 2025-12-31 |
| 24 | UBS Group AG | 33,021 | $2.1M | 0.63% | 2025-12-31 |
| 25 | EJF Capital LLC | 32,618 | $2.0M | 0.62% | 2025-12-31 |
| 26 | MARSHALL WACE, LLP | 32,393 | $2.0M | 0.62% | 2025-12-31 |
| 27 | TWO SIGMA INVESTMENTS, LP | 31,963 | $2.0M | 0.61% | 2025-12-31 |
| 28 | BNP PARIBAS FINANCIAL MARKETS | 28,496 | $1.8M | 0.55% | 2025-12-31 |
| 29 | Russell Investments Group, Ltd. | 27,168 | $1.7M | 0.52% | 2025-12-31 |
| 30 | Swiss National Bank | 26,600 | $1.7M | 0.51% | 2025-12-31 |
| 31 | Moors & Cabot, Inc. | 25,958 | $1.6M | 0.50% | 2025-12-31 |
| 32 | JPMORGAN CHASE & CO | 25,839 | $1.6M | 0.49% | 2025-12-31 |
| 33 | FIFTH THIRD BANCORP | 21,876 | $1.4M | 0.42% | 2025-12-31 |
| 34 | MERCER GLOBAL ADVISORS INC /ADV | 19,969 | $1.2M | 0.38% | 2025-12-31 |
| 35 | Nuveen, LLC | 19,797 | $1.2M | 0.38% | 2025-12-31 |
| 36 | D. E. Shaw & Co., Inc. | 18,928 | $1.2M | 0.36% | 2025-12-31 |
| 37 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 18,149 | $1.1M | 0.35% | 2025-12-31 |
| 38 | Brookstone Capital Management | 17,856 | $1.1M | 0.34% | 2025-09-30 |
| 39 | BANK OF AMERICA CORP /DE/ | 17,277 | $1.1M | 0.33% | 2025-12-31 |
| 40 | RHUMBLINE ADVISERS | 15,797 | $984.3K | 0.30% | 2025-12-31 |
| 41 | KENNEDY CAPITAL MANAGEMENT LLC | 15,169 | $935.8K | 0.29% | 2025-09-30 |
| 42 | FRANKLIN RESOURCES INC | 14,968 | $932.7K | 0.28% | 2025-12-31 |
| 43 | Universal- Beteiligungs- und Servicegesellschaft mbH | 14,734 | $918.1K | 0.28% | 2025-12-31 |
| 44 | WELLS FARGO & COMPANY/MN | 14,384 | $896.3K | 0.27% | 2025-12-31 |
| 45 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 13,636 | $850.1K | 0.26% | 2025-12-31 |
| 46 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 13,329 | $830.5K | 0.25% | 2025-12-31 |
| 47 | Baird Financial Group, Inc. | 12,890 | $803.2K | 0.24% | 2025-12-31 |
| 48 | AMERIPRISE FINANCIAL INC | 12,802 | $797.7K | 0.24% | 2025-12-31 |
| 49 | Voleon Capital Management LP | 12,218 | $761.3K | 0.23% | 2025-12-31 |
| 50 | DEUTSCHE BANK AG\ | 11,677 | $727.6K | 0.22% | 2025-12-31 |
| 51 | Legal & General Group Plc | 11,367 | $709.5K | 0.21% | 2025-12-31 |
| 52 | Quattro Advisors LLC | 11,303 | $704.3K | 0.21% | 2025-12-31 |
| 53 | JANE STREET GROUP, LLC | 11,347 | $700.0K | 0.21% | 2025-09-30 |
| 54 | TEACHER RETIREMENT SYSTEM OF TEXAS | 11,177 | $696.4K | 0.21% | 2025-12-31 |
| 55 | Trexquant Investment LP | 11,208 | $691.4K | 0.21% | 2025-09-30 |
| 56 | FMR LLC | 10,708 | $667.2K | 0.20% | 2025-12-31 |
| 57 | HoldCo Asset Management, LP | 10,480 | $653.0K | 0.20% | 2025-12-31 |
| 58 | Empower Advisory Group, LLC | 9,239 | $575.7K | 0.17% | 2025-12-31 |
| 59 | Brandywine Global Investment Management, LLC | 9,150 | $570.1K | 0.17% | 2025-12-31 |
| 60 | Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 9,040 | $563.3K | 0.17% | 2025-12-31 |
| 61 | Invesco Ltd. | 8,923 | $556.0K | 0.17% | 2025-12-31 |
| 62 | Passive Capital Management, LLC. | 8,715 | $543.0K | 0.16% | 2025-12-31 |
| 63 | Atlantic Union Bankshares Corp | 8,290 | $516.5K | 0.16% | 2025-12-31 |
| 64 | Quantinno Capital Management LP | 8,289 | $516.5K | 0.15% | 2025-12-31 |
| 65 | Point72 Asset Management, L.P. | 8,146 | $502.5K | 0.15% | 2025-09-30 |
| 66 | Verition Fund Management LLC | 8,030 | $500.3K | 0.15% | 2025-12-31 |
| 67 | MetLife Investment Management, LLC | 8,003 | $498.7K | 0.15% | 2025-12-31 |
| 68 | &PARTNERS | 8,000 | $498.5K | 0.15% | 2025-12-31 |
| 69 | IEQ CAPITAL, LLC | 7,898 | $492.1K | 0.15% | 2025-12-31 |
| 70 | ALPS ADVISORS INC | 7,472 | $465.6K | 0.14% | 2025-12-31 |
| 71 | MILLENNIUM MANAGEMENT LLC | 7,290 | $454.2K | 0.14% | 2025-12-31 |
| 72 | CITIGROUP INC | 7,265 | $452.7K | 0.14% | 2025-12-31 |
| 73 | Modera Wealth Management, LLC | 7,200 | $448.6K | 0.13% | 2025-12-31 |
| 74 | Pathstone Holdings, LLC | 6,626 | $412.9K | 0.12% | 2025-12-31 |
| 75 | Sterling Capital Management LLC | 6,482 | $403.9K | 0.12% | 2025-12-31 |
| 76 | Focus Partners Wealth | 6,409 | $399.4K | 0.12% | 2025-12-31 |
| 77 | DAVENPORT & Co LLC | 6,354 | $395.9K | 0.12% | 2025-12-31 |
| 78 | TCTC Holdings, LLC | 6,303 | $392.7K | 0.12% | 2025-12-31 |
| 79 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 6,231 | $388.3K | 0.12% | 2025-12-31 |
| 80 | Mariner, LLC | 6,216 | $387.1K | 0.11% | 2025-12-31 |
| 81 | JANUS HENDERSON GROUP PLC | 6,200 | $386.1K | 0.11% | 2025-12-31 |
| 82 | FIRST TRUST ADVISORS LP | 5,931 | $369.6K | 0.11% | 2025-12-31 |
| 83 | Rafferty Asset Management, LLC | 5,923 | $369.1K | 0.11% | 2025-12-31 |
| 84 | Brooklyn Investment Group | 5,796 | $364.0K | 0.11% | 2025-12-31 |
| 85 | Beacon Pointe Advisors, LLC | 5,805 | $361.7K | 0.11% | 2025-12-31 |
| 86 | TWO SIGMA ADVISERS, LP | 5,516 | $343.7K | 0.10% | 2025-12-31 |
| 87 | INTECH INVESTMENT MANAGEMENT LLC | 5,210 | $324.6K | 0.10% | 2025-12-31 |
| 88 | CITADEL ADVISORS LLC | 5,028 | $313.3K | 0.09% | 2025-12-31 |
| 89 | NTV Asset Management LLC | 4,996 | $311.3K | 0.09% | 2025-12-31 |
| 90 | AVENIR CORP | 4,980 | $310.3K | 0.09% | 2025-12-31 |
| 91 | STIFEL FINANCIAL CORP | 4,755 | $296.3K | 0.09% | 2025-12-31 |
| 92 | Susquehanna Portfolio Strategies, LLC | 4,680 | $291.6K | 0.09% | 2025-12-31 |
| 93 | Royal Bank of Canada | 4,661 | $290.0K | 0.08% | 2025-12-31 |
| 94 | Wealthspire Advisors, LLC | 4,548 | $283.4K | 0.08% | 2025-12-31 |
| 95 | NEW YORK STATE COMMON RETIREMENT FUND | 4,527 | $282.1K | 0.08% | 2025-12-31 |
| 96 | OSAIC HOLDINGS, INC. | 4,483 | $279.4K | 0.08% | 2025-12-31 |
| 97 | Cassaday & Co Wealth Management LLC | 4,320 | $269.2K | 0.08% | 2025-12-31 |
| 98 | AlphaQuest LLC | 4,254 | $265.1K | 0.08% | 2025-12-31 |
| 99 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 4,104 | $255.7K | 0.07% | 2025-12-31 |
| 100 | Arizona State Retirement System | 3,794 | $236.4K | 0.07% | 2025-12-31 |
| 101 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 3,790 | $236.2K | 0.07% | 2025-12-31 |
| 102 | Y-Intercept (Hong Kong) Ltd | 3,783 | $235.7K | 0.07% | 2025-12-31 |
| 103 | Police & Firemen's Retirement System of New Jersey | 3,732 | $232.5K | 0.07% | 2025-12-31 |
| 104 | Jump Financial, LLC | 3,700 | $228.3K | 0.07% | 2025-09-30 |
| 105 | LOWE BROCKENBROUGH & CO INC | 3,500 | $218.1K | 0.06% | 2025-12-31 |
| 106 | SEI INVESTMENTS CO | 3,422 | $213.2K | 0.06% | 2025-12-31 |
| 107 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3,260 | $203.1K | 0.06% | 2025-12-31 |
| 108 | Quadrature Capital Ltd | 3,251 | $200.5K | 0.06% | 2025-09-30 |
| 109 | Graves Light Lenhart Wealth, Inc. | 3,218 | $200.5K | 0.06% | 2025-12-31 |
| 110 | Cubist Systematic Strategies, LLC | 3,106 | $191.6K | 0.05% | 2025-09-30 |
| 111 | KLP KAPITALFORVALTNING AS | 2,900 | $180.7K | 0.05% | 2025-12-31 |
| 112 | STRS OHIO | 2,600 | $162.0K | 0.05% | 2025-12-31 |
| 113 | FIRST UNITED BANK & TRUST | 1,152 | $71.8K | 0.02% | 2025-12-31 |
| 114 | Ameritas Investment Partners, Inc. | 1,129 | $70.3K | 0.02% | 2025-12-31 |
| 115 | Fortitude Family Office, LLC | 883 | $55.0K | 0.01% | 2025-12-31 |
| 116 | PNC Financial Services Group, Inc. | 762 | $47.5K | 0.01% | 2025-12-31 |
| 117 | MOTCO | 585 | $36.5K | 0.01% | 2025-12-31 |
| 118 | HHM Wealth Advisors, LLC | 560 | $34.9K | 0.01% | 2025-12-31 |
| 119 | Kestra Advisory Services, LLC | 487 | $30.3K | 0.00% | 2025-12-31 |
| 120 | Steward Partners Investment Advisory, LLC | 400 | $24.9K | 0.00% | 2025-12-31 |
| 121 | Tower Research Capital LLC (TRC) | 353 | $22.0K | 0.00% | 2025-12-31 |
| 122 | Aquatic Capital Management LLC | 340 | $21.2K | 0.00% | 2025-12-31 |
| 123 | CITY HOLDING CO | 302 | $18.8K | 0.00% | 2025-12-31 |
| 124 | Smartleaf Asset Management LLC | 199 | $12.4K | 0.00% | 2025-12-31 |
| 125 | EverSource Wealth Advisors, LLC | 177 | $11.0K | 0.00% | 2025-12-31 |
| 126 | NewEdge Advisors, LLC | 170 | $10.6K | 0.00% | 2025-12-31 |
| 127 | BROWN, LISLE/CUMMINGS, INC. | 150 | $9.3K | 0.00% | 2025-12-31 |
| 128 | Quantbot Technologies LP | 150 | $9.3K | 0.00% | 2025-12-31 |
| 129 | IFP Advisors, Inc | 132 | $8.2K | 0.00% | 2025-12-31 |
| 130 | Optiver Holding B.V. | 84 | $5.2K | 0.00% | 2025-12-31 |
| 131 | Allworth Financial LP | 82 | $5.1K | 0.00% | 2025-12-31 |
| 132 | GAMMA Investing LLC | 62 | $3.9K | 0.00% | 2025-12-31 |
| 133 | LOS ANGELES CAPITAL MANAGEMENT LLC | 64 | $3.8K | 0.00% | 2025-12-31 |
| 134 | Clearstead Advisors, LLC | 57 | $3.5K | 0.00% | 2025-09-30 |
| 135 | Eurizon Capital SGR S.p.A. | 54 | $3.4K | 0.00% | 2025-12-31 |
| 136 | Quarry LP | 54 | $3.4K | 0.00% | 2025-12-31 |
| 137 | Farther Finance Advisors, LLC | 52 | $3.2K | 0.00% | 2025-12-31 |
| 138 | LSV ASSET MANAGEMENT | 45,200 | $2.8K | 0.87% | 2025-12-31 |
| 139 | ROTHSCHILD INVESTMENT LLC | 45 | $2.8K | 0.00% | 2025-12-31 |
| 140 | SIGNATUREFD, LLC | 29 | $1.8K | 0.00% | 2025-12-31 |
| 141 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 29 | $1.8K | 0.00% | 2025-12-31 |
| 142 | True Wealth Design, LLC | 26 | $1.6K | 0.00% | 2025-12-31 |
| 143 | Cambridge Investment Research Advisors, Inc. | 17,900 | $1.1K | 0.34% | 2025-12-31 |
| 144 | Pinnacle Wealth Planning Services, Inc. | 17 | $1.1K | 0.00% | 2025-12-31 |
| 145 | PRICE T ROWE ASSOCIATES INC /MD/ | 14,874 | $927 | 0.28% | 2025-12-31 |
| 146 | NISA INVESTMENT ADVISORS, LLC | 14 | $872 | 0.00% | 2025-12-31 |
| 147 | JONES FINANCIAL COMPANIES LLLP | 12 | $748 | 0.00% | 2025-12-31 |
| 148 | PHILADELPHIA TRUST CO | 9,858 | $614 | 0.19% | 2025-12-31 |
| 149 | MAI Capital Management | 8 | $499 | 0.00% | 2025-12-31 |
| 150 | Thrivent Financial for Lutherans | 8,025 | $495 | 0.15% | 2025-09-30 |
| 151 | SG Americas Securities, LLC | 6,927 | $432 | 0.13% | 2025-12-31 |
| 152 | CWM, LLC | 5,128 | $320 | 0.09% | 2025-12-31 |
| 153 | Sunbelt Securities, Inc. | 5 | $312 | 0.00% | 2025-12-31 |
| 154 | Versant Capital Management, Inc | 4 | $249 | 0.00% | 2025-12-31 |
| 155 | Ceeto Capital Group, LLC | 3,536 | $220 | 0.06% | 2025-12-31 |
| 156 | Larson Financial Group LLC | 2 | $123 | 0.00% | 2025-09-30 |
| 157 | SBI Securities Co., Ltd. | 1 | $62 | 0.00% | 2025-12-31 |
| 158 | Arax Advisory Partners | 1 | $62 | 0.00% | 2025-12-31 |
| 159 | State of Alaska, Department of Revenue | 606 | $37 | 0.01% | 2025-12-31 |
| 160 | AMALGAMATED BANK | 425 | $26 | 0.00% | 2025-12-31 |
| 161 | Covestor Ltd | 30 | $2 | 0.00% | 2025-12-31 |