BHRB (Burke & Herbert Financial Services) Institutional Ownership: 33.32% (As of Aug. 19, 2026)

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BHRB Burke & Herbert Financial Services Corp BHRB
67 GF Score
Price $72.34
GF Value $70.79
Valuation Fairly Valued
! 7 Warning Signs
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What is Burke & Herbert Financial Services Institutional Ownership?

Burke & Herbert Financial Services BHRB -0.14% 67 Institutional Ownership is 33.32% as of Aug. 19, 2026. GuruFocus rates BHRB with a GF Score™ of 67/100 and a GF Value™ of $70.79 (Fairly Valued). The stock has 7 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Burke & Herbert Financial Services's institutional ownership is 33.32%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Burke & Herbert Financial Services's Insider Ownership is 3.50%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Burke & Herbert Financial Services's Float Percentage Of Total Shares Outstanding is 91.24%.

Burke & Herbert Financial Services Institutional Ownership Historical Data

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The historical data trend for Burke & Herbert Financial Services's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Burke & Herbert Financial Services Institutional Ownership Chart

Burke & Herbert Financial Services Historical Data

The historical data trend for Burke & Herbert Financial Services can be seen below:

2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30 2026-07-31
Institutional Ownership 26.42 26.85 26.71 26.75 27.33 28.49 28.94 32.43 26.73 27.17
BHRB
67GF Score
Burke & Herbert Financial Services Corp BHRB
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Burke & Herbert Financial Services Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 33.32% mean?
Burke & Herbert Financial Services (BHRB) has a Institutional Ownership of 33.32% as of Aug. 19, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Burke & Herbert Financial Services and its competitors.
Is Burke & Herbert Financial Services' Institutional Ownership too high?
Burke & Herbert Financial Services' current Institutional Ownership is 33.32%. Overall, Burke & Herbert Financial Services has a GF Score™ of 67/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Burke & Herbert Financial Services' Institutional Ownership compare to PEBO and TMP?
Burke & Herbert Financial Services' Institutional Ownership of 33.32% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Banks company?
A good Institutional Ownership depends on the Banks industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Burke & Herbert Financial Services and its competitors. Burke & Herbert Financial Services's current Institutional Ownership is 33.32%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Burke & Herbert Financial Services stock overvalued right now?
Based on GuruFocus' analysis, Burke & Herbert Financial Services (BHRB) is currently considered Fairly Valued. The stock's GF Value™ is $70.79, compared to a current price of $72.34 — trading 2.2% above its estimated fair value. The current Institutional Ownership is 33.32%. Burke & Herbert Financial Services' overall GF Score™ is 67/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Burke & Herbert Financial Services (BHRB), the current Institutional Ownership is 33.32% as of Aug. 19, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Burke & Herbert Financial Services (BHRB) Overvalued in 2026?

Based on GuruFocus' analysis, Burke & Herbert Financial Services stock appears to be overvalued. The current stock price of $72.34 is trading 2.2% above its estimated GF Value™ of $70.79. GuruFocus considers Burke & Herbert Financial Services to be Fairly Valued.

Key valuation signals for BHRB:

  • Institutional Ownership: 33.32%
  • GF Value™: $70.79 vs. price of $72.34 (2.2% above fair value)
  • GF Score™: 67/100 with 7 warning signs

No single metric tells the full story. See the BHRB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Burke & Herbert Financial Services Business Description

Address 100 S. Fairfax Street, Alexandria, VA, USA, 22314
Burke & Herbert Financial Services Corp is the bank holding company. Through its subsidiary, it predominantly serves small to medium-sized businesses, their owners and employees, professional corporations, non-profits, and individuals with various banking products and financial services. Some of its products and service offerings include checking, savings, and money market accounts, certificates of deposit, treasury and cash management services, commercial and industrial loans, commercial real estate loans, residential mortgage, acquisition, construction, and development loans, online banking, mobile banking, and wealth and trust services. The company operates in a single segment, namely Community Banking.
67GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$72.34
Price
$70.79
GF Value