As of November 7, 2026, Burke & Herbert Financial Services Corp. is a publicly traded company (Nasdaq: BHRB); its largest reported holder is Kenneth R. Lehman, with 5.85% on Schedule 13G of May 4, 2026. The largest insider holding is Barnwell Julian Forrest Jr., a director, with 412,963 shares (2.0% of shares outstanding), per Form 4 of August 4, 2026 (Schedule 13G, May 4, 2026).
Is this your company?
About to sign with, pay or invest in Burke & Herbert Financial Services Corp.? See the free Snapshot first.
Free to see. No signup.
Is Burke & Herbert Financial Services Corp. a real, registered company?
- Burke & Herbert Financial Services Corp. files with the SEC under CIK 1964333 (its SEC filings).
- Its shares are listed under the ticker BHRB on Nasdaq (SEC company record).
- Incorporated in Virginia; business address in Alexandria, Virginia, as its SEC filings state.
- Court and bankruptcy records: see Before you sign or pay below.
Before you sign or pay
- Court and bankruptcy: No federal court case or bankruptcy filing found under Burke & Herbert Financial Services Corp. in our court records and SEC 8-K records (as of 2026-11-07).
- Ownership: 5%+ holders are reported on Schedule 13D or 13G; the latest names Kenneth R. Lehman (filed 2026-05-04).
Who are Burke & Herbert Financial Services Corp.'s owners and officers?
Burke & Herbert Financial Services Corp.: incorporated in Virginia; business address in Alexandria, Virginia; industry National Commercial Banks (Schedule 13G/A, 2026-08-24).
| Report | Holder | Share |
|---|---|---|
| Schedule 13G/A, 2026-08-24 | Lehman Kenneth R | 4.9% |
| Schedule 13G, 2026-05-04 | Kenneth R. Lehman | 5.85% |
| Schedule 13G/A, 2026-03-26 | The Vanguard Group | 0% |
| Schedule 13G, 2025-07-29 | The Vanguard Group | 5.07% |
Questions about who owns Burke & Herbert Financial Services Corp.
Who owns Burke & Herbert Financial Services Corp.?
On this page, one holder's latest ownership filing reports 5% or more of Burke & Herbert Financial Services Corp.: Kenneth R. Lehman (5.85%, Schedule 13G, filed 2026-05-04).
When did Kenneth R. Lehman buy into Burke & Herbert Financial Services Corp.?
The filings give report dates, not purchase dates. The earliest filing from Kenneth R. Lehman on this page is the Schedule 13G, filed 2026-05-04, reporting 5.85%.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 4 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Want the whole picture on Burke & Herbert Financial Services Corp.?
Example from a real report (our sample on Target): “The Q2 2026 earnings report, published August 19, 2026, showed adjusted EPS of $2.46 against an expected $2.33” Source: CNBC
A Full Report on Burke & Herbert Financial Services Corp.: verified, sourced, every claim cited, ready in a few minutes. See pricing.
What the Full Report on Burke & Herbert Financial Services Corp. covers
The Short Answer
Which Company This Is
What They Do, And How The Money Works
Who Runs It, And How To Reach Them
The Money: Funding, Valuation, Runway
Who Pays Them, And Who They Are Up Against
Warning Bells
Sources
11 cited sources found
Plus the sections for what you are deciding, which you pick after ordering.
A real finished report, first screen. Opens in a new tab.
Which insiders own Burke & Herbert Financial Services Corp. shares?
Directors, officers and holders of 10% or more report their shares on Forms 3, 4 and 5. Each line is the latest such report, largest holding first.
- , a director: 412,963 shares (2.0% of shares outstanding), 27,580 held directly and 385,383 indirectly (Form 4, 2026-08-04).
- , a director: 303,000 shares (1.5% of shares outstanding), 11,288 held directly and 291,712 indirectly (Form 4, 2025-09-15).
- , a director: 267,960 shares (1.3% of shares outstanding), 9,480 held directly and 258,480 indirectly (Form 4, 2026-08-12).
- , a director: 142,571 shares (0.71% of shares outstanding), 22,971 held directly and 119,600 indirectly (Form 4, 2026-08-21).
- , a director: 93,202 shares (0.46% of shares outstanding), 28,560 held directly and 64,642 indirectly (Form 4, 2026-06-22).
Shares outstanding: 20,193,681 as of 2026-11-03, from the company's latest SEC cover page.
How much has Burke & Herbert Financial Services Corp. raised?
Acquisitions reported on Form 8-K, Item 2.01: acquired LINKBANCORP, Inc. (2026-05-01).
Keep reading
More on Burke & Herbert Financial Services Corp. and the records around it.
Burke & Herbert Financial Services Corp. elsewhere on the record
- Acquisition May 2026
Companies that share a holder
- Kenneth R. Lehman also filed stake reports on 3 other companies: BayFirst Financial Corp (Oct 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
Related pages
Filings, cases and notices link to their records. A not-found line names the records searched; it is not proof of absence.
Not for employment, credit, insurance or tenancy decisions.
Cite this page
https://mentionfox.com/who-owns/burke-and-herbert-financial-services