Burke & Herbert Financial Services Corp.
Burke & Herbert Financial Services Corp. (Nasdaq: BHRB) operates as a community-oriented financial holding company serving small to medium-sized businesses, their owners and employees, professional corporations, nonprofits, and individuals across the Mid-Atlantic region. The company's website is… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Burke & Herbert Financial Services Corp. does
In the company’s own words
Burke & Herbert Financial Services Corp. (Nasdaq: BHRB) operates as a community-oriented financial holding company serving small to medium-sized businesses, their owners and employees, professional corporations, nonprofits, and individuals across the Mid-Atlantic region. The company's website is https://www.burkeandherbertbank.com.
The company's primary subsidiary is Burke & Herbert Bank & Trust Company, a Virginia chartered commercial bank that commenced operations in 1852 and became a member of the Federal Reserve System on December 31, 2024. As of December 31, 2025, the company maintained total consolidated assets of $7.9 billion, gross loans of $5.3 billion, total deposits of $6.4 billion, and total shareholders' equity of $855 million.
Burke & Herbert's core business involves attracting deposits from local businesses and individual customers and originating commercial, mortgage, and consumer loans. The company offers a comprehensive range of banking products and services including checking, savings and money market accounts, certificates of deposit, treasury and cash management services, commercial and industrial loans, commercial real estate loans, residential mortgages, acquisition and construction and development loans, online and mobile banking, and wealth and trust services.
The company operates over 77 branches and commercial loan offices across Delaware, Kentucky, Maryland, Virginia, and West Virginia, with primary market concentration in northern Virginia and West Virginia. The company's market area includes the greater Washington, D.C. metropolitan statistical area, the seventh largest MSA in the United States with over 6.4 million residents and significant economic diversity anchored by federal government employment, technology companies, and Fortune 500 headquarters.
Burke & Herbert employs 832 full-time equivalent employees as of December 31, 2025. The company completed a merger with Summit Financial Group, Inc. in May 2024 and entered into a definitive merger agreement with LINKBANCORP, Inc. in December 2025, pending regulatory and shareholder approvals. The company emphasizes disciplined credit culture, conservative balance sheet management, and local decision-making as core competitive advantages in its community banking strategy.
Company details
- Sector
- Financials
- Industry
- Commercial Banks
- Headquarters
- ALEXANDRIA, VA
- Fiscal year end
- December
- CIK
- 1964333
- SIC
- 6021
Financial performance, year by year
Fiscal 2023–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Burke & Herbert Financial Services Corp. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Burke & Herbert Financial Services Corp.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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