171 tracked 13F filers disclose a position in BHRB as of the latest SEC 13F filings, a combined $458.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $61.2M | 983K | ▲+0.3% Added · +3K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $35.0M | 562K | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $40.1M | 558K | ▲+38% Added · +154K sh | Q2 2026 | |
| 4 | GEODE CAPITAL MANAGEMENT, LLC | $33.2M | 462K | ▲+22% Added · +82K sh | Q2 2026 | |
| 5 | ENDEAVOUR CAPITAL ADVISORS INC | $33.0M | 459K | ▲+50% Added · +154K sh | Q2 2026 | |
| 6 | DIMENSIONAL FUND ADVISORS LP | $22.9M | 368K | ▲+16% Added · +50K sh | Q1 2026 | |
| 7 | AMERICAN CENTURY COMPANIES INC | $21.3M | 342K | ▲+26% Added · +71K sh | Q1 2026 | |
| 8 | HUTCHINSON CAPITAL MANAGEMENT/CA | $18.6M | 259K | ▲+0.4% Added · +1K sh | Q2 2026 | |
| 9 | Fourthstone LLC | $15.3M | 246K | ▲+239% Added · +174K sh | Q1 2026 | |
| 10 | BURKE & HERBERT BANK & TRUST CO | $15.6M | 218K | ▼−1.8% Reduced · −4K sh | Q2 2026 | |
| 11 | GOLDMAN SACHS GROUP INC | $11.4M | 183K | ▲+11% Added · +19K sh | Q1 2026 | |
| 12 | VANGUARD PORTFOLIO MANAGEMENT LLC | $8.3M | 134K | →First observed position No prior filed position | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $7.4M | 119K | ▲+5.2% Added · +6K sh | Q1 2026 | |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.9M | 110K | ▲+0.6% Added · +705 sh | Q1 2026 | |
| 15 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $6.4M | 103K | ▲+26% Added · +21K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $6.4M | 103K | ▲+5.6% Added · +5K sh | Q1 2026 | |
| 17 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6.3M | 102K | ▼−3.8% Reduced · −4K sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $5.5M | 88K | ▼−1.6% Reduced · −1K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $5.3M | 85K | →First observed position No prior filed position | Q1 2026 | |
| 20 | Verdence Capital Advisors LLC | $4.9M | 79K | ▲+18% Added · +12K sh | Q1 2026 | |
| 21 | Empowered Funds, LLC | $4.2M | 67K | ▲+46% Added · +21K sh | Q1 2026 | |
| 22 | AQR CAPITAL MANAGEMENT LLC | $3.6M | 57K | ▼−23% Reduced · −17K sh | Q1 2026 | |
| 23 | TWO SIGMA INVESTMENTS, LP | $2.9M | 47K | ▲+48% Added · +15K sh | Q1 2026 | |
| 24 | ALLIANCEBERNSTEIN L.P. | $2.8M | 45K | ▲+0.9% Added · +400 sh | Q1 2026 | |
| 25 | UBS Group AG | $2.8M | 44K | ▲+33% Added · +11K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 10 funds opened a new position in BHRB and 25 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 77 funds | $157.8B |
| AMAZON.COM INCAMZN | 76 funds | $111.5B |
| JPMORGAN CHASE & COJPM | 76 funds | $35.5B |
| APPLE INCAAPL | 75 funds | $172.0B |
| ELI LILLY & COLLY | 75 funds | $46.6B |
| VISA INC-CLASS A SHARESV | 75 funds | $35.9B |
| NVIDIA CORPNVDA | 74 funds | $232.9B |
| ALPHABET INC-CL AGOOGL | 74 funds | $85.3B |
| META PLATFORMS INC-CLASS AMETA | 74 funds | $66.7B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 74 funds | $22.0B |
| BANK OF AMERICA CORPBAC | 74 funds | $18.8B |
| WELLS FARGO & COWFC | 73 funds | $10.3B |
Ranked by how many of BHRB's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2026 | WILSON DAVID | Director | Buy (P) | 35 | $2K |
| Aug 14, 2026 | Geary James P II | Director | Sell (S) | 3K | $210K |
| Aug 14, 2026 | Geary James P II | Director | Sell (S) | 263 | $19K |
| Aug 12, 2026 | Poillon Diane | Director | Buy (P) | 1K | $88K |
| Aug 11, 2026 | Burke James Mason | Director | Sell (S) | 2K | $110K |
| Aug 6, 2026 | McLaughlin Shawn Patrick | Director | Buy (P) | 1K | $73K |
| Aug 4, 2026 | WILSON DAVID | Director | Buy (P) | 34 | $3K |
| Aug 3, 2026 | Geary James P II | Director | Sell (S) | 0 | $0 |
| Aug 3, 2026 | George Georgette R. | Director | Sell (S) | 1K | $74K |
| Aug 3, 2026 | Bonnafe Katherine Diane | Director | Sell (S) | 1K | $74K |
| Jul 31, 2026 | WILSON DAVID | Director | Buy (P) | 100 | $7K |
| Jun 3, 2026 | Barnwell Julian Forrest Jr. | Director | Buy (P) | 5K | $314K |
Connected entities for BHRB
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BHRB/capital-change-brief"
Use Arkolith's capital_change_brief for BHRB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BHRB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.