# BURKE HERBERT FINL SVCS CORP COM

BURKE HERBERT FINL SVCS CORP COM is a security (CUSIP 12135Y108) tracked across SEC portfolio filings. 173 institutional managers reported $472.6M on Form 13F as of 2026-06-30; 15 registered fund positions totaling $22.2M via N-PORT as of 2026-05-31.

## Summary

- Issuer: BURKE HERBERT FINL SVCS CORP
- Class: COM
- CUSIP: 12135Y108
- Asset category: EC
- 13F holders: 173
- 13F value: $472.6M
- 13F period: 2026-06-30
- N-PORT fund positions: 15
- N-PORT value: $22.2M
- N-PORT report: 2026-05-31

## Top institutional holders (Form 13F)

_Showing 15 of 173 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BlackRock, Inc. | New York, NY | $87.6M | 1,218,420 |
| [VANGUARD GROUP INC](https://search.stillhousedata.com/firm/105958) | Valley Forge, PA | $48.6M | 779,800 |
| STATE STREET CORP | BOSTON, MA | $40.1M | 557,547 |
| [ENDEAVOUR CAPITAL ADVISORS INC](https://search.stillhousedata.com/firm/137689) | GREENWICH, CT | $33.0M | 459,176 |
| [GEODE CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/115504) | BOSTON, MA | $23.7M | 379,643 |
| DIMENSIONAL FUND ADVISORS LP | AUSTIN, TX | $22.9M | 367,948 |
| AMERICAN CENTURY COMPANIES INC | KANSAS CITY, MO | $21.3M | 342,469 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | SAN RAFAEL, CA | $16.1M | 258,080 |
| BURKE & HERBERT BANK & TRUST CO | ALEXANDRIA, VA | $15.6M | 217,742 |
| Fourthstone LLC | ST LOUIS, MO | $15.3M | 246,421 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $11.4M | 183,133 |
| Bank of New York Mellon Corp | NEW YORK, NY | $7.6M | 105,134 |
| NORTHERN TRUST CORP | CHICAGO, IL | $7.4M | 118,697 |
| [CHARLES SCHWAB INVESTMENT MANAGEMENT INC](https://search.stillhousedata.com/firm/106753) | SAN FRANCISCO, CA | $6.9M | 110,179 |
| [BRIDGEWAY CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111441) | HOUSTON, TX | $6.4M | 102,880 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD EXTENDED MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002841) | VANGUARD INDEX FUNDS | $9.2M | 1.12% |
| [VANGUARD RUSSELL 2000 INDEX FUND](https://search.stillhousedata.com/fund/S000030003) | VANGUARD SCOTTSDALE FUNDS | $5.4M | 3.06% |
| [Royce Capital Fund - Small-Cap Portfolio](https://search.stillhousedata.com/fund/S000009497) | ROYCE CAPITAL FUND | $2.3M | 136.45% |
| [U.S. MICRO CAP PORTFOLIO](https://search.stillhousedata.com/fund/S000000948) | DFA INVESTMENT DIMENSIONS GROUP INC | $2.3M | 3.06% |
| [Master Small Cap Index Series](https://search.stillhousedata.com/fund/S000002716) | Quantitative Master Series LLC | $1.4M | 2.92% |
| [Bridge Builder Tax Managed Small/Mid Cap Fund](https://search.stillhousedata.com/fund/S000076295) | Bridge Builder Trust | $602K | 1.99% |
| [Fidelity Nasdaq Composite Index ETF](https://search.stillhousedata.com/fund/S000006011) | Fidelity Commonwealth Trust | $543K | 0.50% |
| [VANGUARD BALANCED INDEX FUND](https://search.stillhousedata.com/fund/S000002560) | VANGUARD VALLEY FORGE FUNDS | $463K | 0.08% |
| [VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND](https://search.stillhousedata.com/fund/S000002855) | VANGUARD INSTITUTIONAL INDEX FUNDS | $418K | 0.14% |
| [DWS Small Cap Index VIP](https://search.stillhousedata.com/fund/S000006223) | DEUTSCHE DWS INVESTMENTS VIT FUNDS | $118K | 2.81% |
| [Longview Advantage ETF](https://search.stillhousedata.com/fund/S000086399) | RBB Fund Trust | $85K | 1.29% |
| [Federated Hermes Global Allocation Fund](https://search.stillhousedata.com/fund/S000009117) | Federated Hermes Global Allocation Fund | $74K | 2.55% |
| [Vericimetry U.S. Small Cap Value Fund](https://search.stillhousedata.com/fund/S000033942) | VERICIMETRY FUNDS | $72K | 4.27% |
| [TIAA Separate Account VA-1 - Stock Index Account](https://search.stillhousedata.com/fund/S000005098) | TIAA Separate Account VA-1 | $2K | 0.02% |
| [Blackstone Alternative Multi-Strategy Fund](https://search.stillhousedata.com/fund/S000045538) | Blackstone Alternative Investment Funds | $-695K | -1.92% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/12135y108.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.