13FPulse
BH

BHRB BURKE & HERBERT FINANCIAL SE

2026Q2 · CUSIP 12135Y108 · Sector: Financials

Piling in

Net holder growth ranks near the top of the market

Funds that own it
204
Institutions that reported holding it to the SEC
Net increase in holders
+44
Last quarter 160 → now 204
How unusual is that
Top 10%
Stronger buying than 94% of US stocks
What the filings say, in one paragraph

204 funds held BHRB at the end of 2026Q2, up 44 from the quarter before. That is stronger buying than 93.5% of US stocks — among the most piled-into names this quarter. On the business itself, the P/E is 11.5x, return on equity is 8.1%. BHRB has had 4 buying rushes in its history, and the price moved +8.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Financials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2023Q1: holders=2 2023Q2: holders=51 2023Q3: holders=51 2023Q4: holders=56 2024Q1: holders=54 2024Q2: holders=104 2024Q3: holders=107 2024Q4: holders=117 2025Q1: holders=133 2025Q2: holders=134 2025Q3: holders=147 2025Q4: holders=152 2026Q1: holders=160 2026Q2: holders=204 -50 -25 +0 +25 +50 1108215 23Q123Q223Q323Q424Q124Q224Q324Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 4 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2025Q1 Top 20% +5.6% +5.3%
2024Q2 Top 5% +10.0% +3.8%
2023Q2 Top 5% -9.1% +14.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
112
Change in large funds
+23
Total value they hold
$636M
Funds buying for the first time
66
Funds that sold out entirely
22
Price change that quarter
+15.3%
Funds holding puts (bearish)
0
Funds holding calls (bullish)
0

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
11.5
EPS (TTM)
$6.24
EPS YoY
-14.6%
Revenue (TTM)
Revenue YoY
Net margin
ROE
8.1%
Debt ratio
89.1%
FCF (TTM)
$86M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2024-06-30: EPS -1.41 2024-09-30: EPS 1.82 2024-12-31: EPS 1.72 2025-03-31: EPS 1.80 2025-06-30: EPS 1.97 2025-09-30: EPS 1.97 2025-12-31: EPS 1.98 2026-03-31: EPS 1.79 2026-06-30: EPS 0.50 -1.55 0.31 2.18 20242025202606/26 EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
7 11 15 20252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-20M28M77M 20222023202420252026
Latest quarter $25M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.