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Burlington Stores, Inc.

BURL
Exchange
NYSE
Industry
Retail-Department Stores
SEC CIK
0001579298

In the last 90 days, Burlington Stores, Inc. insiders filed 0 open-market purchases and 3 sales; 656 institutions reported holding it in 13F filings for Q2 2026, worth $20.5B in total; no superinvestor holds it.

13F holders, Q4 2022

Institutional positions in Burlington Stores, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
428
+65 vs. Q3 2022
Shares held
71.4M
+1.22M (+1.7%) vs. Q3 2022
Total value
$14.5B
+$6.63B (+84.4%) vs. Q3 2022
New holders
120
122 more added
Sold out
55
144 more reduced

6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BURL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 428 institutions
Q1 2021: 474 institutionsQ2 2021: 491 institutionsQ3 2021: 490 institutionsQ4 2021: 493 institutionsQ1 2022: 430 institutionsQ2 2022: 424 institutionsQ3 2022: 369 institutionsQ4 2022: 428 institutionsQ1 2023: 440 institutionsQ2 2023: 427 institutionsQ3 2023: 415 institutionsQ4 2023: 461 institutionsQ1 2024: 471 institutionsQ2 2024: 516 institutionsQ3 2024: 576 institutionsQ4 2024: 572 institutionsQ1 2025: 545 institutionsQ2 2025: 508 institutionsQ3 2025: 537 institutionsQ4 2025: 570 institutionsQ1 2026: 629 institutionsQ2 2026: 656 institutions
Value heldQ4 2022: $14.5B
Q1 2021: $20.5BQ2 2021: $22.3BQ3 2021: $19.7BQ4 2021: $20.6BQ1 2022: $13.0BQ2 2022: $9.75BQ3 2022: $7.96BQ4 2022: $14.5BQ1 2023: $13.8BQ2 2023: $10.7BQ3 2023: $8.86BQ4 2023: $13.3BQ1 2024: $15.5BQ2 2024: $15.6BQ3 2024: $16.8BQ4 2024: $19.1BQ1 2025: $16.2BQ2 2025: $16.2BQ3 2025: $17.2BQ4 2025: $19.7BQ1 2026: $20.9BQ2 2026: $20.5B
Institutions holding BURL and their total value by quarter
QuarterHoldersValue
Q2 2026656$20.5B
Q1 2026629$20.9B
Q4 2025570$19.7B
Q3 2025537$17.2B
Q2 2025508$16.2B
Q1 2025545$16.2B
Q4 2024572$19.1B
Q3 2024576$16.8B
Q2 2024516$15.6B
Q1 2024471$15.5B
Q4 2023461$13.3B
Q3 2023415$8.86B
Q2 2023427$10.7B
Q1 2023440$13.8B
Q4 2022428$14.5B
Q3 2022369$7.96B
Q2 2022424$9.75B
Q1 2022430$13.0B
Q4 2021493$20.6B
Q3 2021490$19.7B
Q2 2021491$22.3B
Q1 2021474$20.5B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q3 2022.

Institutions holding BURL in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Sound Income Strategies, LLC1$2030.00%00.0%Unchanged
True Wealth Design, LLC1$2030.00%+1New
Farther Finance Advisors, LLC1$2030.00%+1New
Tucker Asset Management LLC1$2060.00%00.0%Unchanged
Versant Capital Management, Inc2$4060.00%00.0%Unchanged
Baker Avenue Asset Management, LP2$4060.00%+2New
Addison Advisors LLC3$6080.00%−3−50.0%Reduced
Glassman Wealth Services4$8110.00%−9−69.2%Reduced
My Personal CFO, LLC4$8110.00%+4New
Lazard Asset Management LLC7$1.00K0.00%−347−98.0%Reduced
Ci Investments Inc.4$1.00K0.00%−78−95.1%Reduced
Massmutual Trust Co FSB5$1.00K0.00%+5New
Level Financial Advisors, Inc.6$1.00K0.00%+6New
Leonteq Securities AG5$1.01K0.00%−253−98.1%Reduced
Freedom Wealth Alliance, LLC5$1.01K0.00%+5New
Manchester Capital Management LLC6$1.22K0.00%00.0%Unchanged
Clean Yield Group6$1.22K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$1.22K0.00%+1+20.0%Added
Romano Brothers and Company6$1.22K0.00%+6New
Hexagon Capital Partners LLC6$1.22K0.00%+6New
Cornerstone Planning Group LLC6$1.34K0.00%+6New
Huntington National Bank8$1.62K0.00%+3+60.0%Added
BerganKDV Wealth Management, LLC9$1.82K0.00%−8−47.1%Reduced
Montag A & Associates Inc9$1.82K0.00%+9New
Baystate Wealth Management LLC10$2.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc10$2.03K0.00%+10New
TCI Wealth Advisors, Inc.11$2.23K0.00%+3+37.5%Added
Raffa Wealth Management, LLC12$2.43K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC12$2.43K0.00%00.0%Unchanged
Parkside Financial Bank & Trust14$2.84K0.00%+5+55.6%Added
Schubert & Co14$2.84K0.00%+1+7.7%Added
Advisory Services Network, LLC14$2.84K0.00%+14New
Prestige Wealth Management Group LLC14$2.84K0.00%+14New
Fuller & Thaler Asset Management, Inc.13$3.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc16$3.24K0.00%−1−5.9%Reduced
Beacon Capital Management, LLC17$3.45K0.00%+17New
TD Ameritrade Investment Management, LLC18$4.00K0.00%−38−67.9%Reduced
Smithfield Trust Co20$4.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC22$4.00K0.00%00.0%Unchanged
Crewe Advisors LLC20$4.05K0.00%−34−63.0%Reduced
Earnest Partners LLC21$4.26K0.00%00.0%Unchanged
Fiduciary Alliance LLC21$4.26K0.00%+21New
Global Financial Private Client, LLC22$4.46K0.00%00.0%Unchanged
Morgan Dempsey Capital Management LLC24$4.87K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.43$5.00K0.00%+12+38.7%Added
Focused Wealth Management, Inc25$5.07K0.00%00.0%Unchanged
Sandy Spring Bank28$5.68K0.00%00.0%Unchanged
Private Trust Co NA30$6.00K0.00%+23+328.6%Added
Cambridge Trust Co32$6.00K0.00%+32New
Cary Street Partner Investment Advisory LLC38$7.71K0.00%+38New
West Branch Capital LLC39$7.91K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC42$9.00K0.00%+37+740.0%Added
Belpointe Asset Management LLC50$10.1K0.00%+50New
Disciplined Investments, LLC54$10.9K0.01%+1+1.9%Added
CNB Bank64$13.0K0.01%00.0%Unchanged
Stonebridge Capital Advisors LLC65$13.2K0.00%−7−9.7%Reduced
IFP Advisors, Inc81$14.0K0.00%−54−40.0%Reduced
Coppell Advisory Solutions LLC71$14.4K0.01%+71New
Coppell Advisory Solutions Corp.71$14.4K0.01%+71New
Front Row Advisors LLC79$16.0K0.01%+3+3.9%Added
Covestor Ltd80$16.0K0.01%+32+66.7%Added
Lindbrook Capital, LLC81$16.4K0.00%+68+523.1%Added
Lee Financial Co82$16.6K0.00%−3−3.5%Reduced
Allworth Financial LP83$16.8K0.00%+11+15.3%Added
Elequin Capital LP83$16.8K0.00%+83New
Global Retirement Partners, LLC86$17.4K0.00%+6+7.5%Added
Washington Trust Co90$18.2K0.00%+90New
GWM Advisors LLC179$19.3K0.00%+179New
Livforsakringsbolaget Skandia, Omsesidigt100$20.3K0.00%00.0%Unchanged
Money Concepts Capital Corp100$20.3K0.00%+90+900.0%Added
Riverview Trust Co103$21.0K0.02%+103New
Quent Capital, LLC105$21.3K0.00%−6−5.4%Reduced
Harbour Investments, Inc.106$21.5K0.00%+14+15.2%Added
Grove Bank & Trust110$22.0K0.00%+110New
Salem Investment Counselors Inc122$24.7K0.00%00.0%Unchanged
Roble, Belko & Company, Inc143$29.0K0.01%00.0%Unchanged
Pinnacle Financial Partners Inc145$29.4K0.00%00.0%Unchanged
Comerica Securities,inc.164$33.3K0.00%+164New
Desjardins Global Asset Management Inc.191$38.0K0.01%+6+3.2%Added
Concord Wealth Partners196$39.7K0.01%+196New
U.S. Capital Wealth Advisors, LLC197$39.9K0.00%+197New
Benjamin F. Edwards & Company, Inc.205$42.0K0.00%+28+15.8%Added
Steward Partners Investment Advisory, LLC229$46.4K0.00%−21−8.4%Reduced
Whittier Trust Co of Nevada Inc230$46.6K0.00%00.0%Unchanged
Hantz Financial Services, Inc.240$49.0K0.00%−72−23.1%Reduced
Nisa Investment Advisors, LLC300$61.0K0.00%00.0%Unchanged
Independence Bank of Kentucky300$61.0K0.03%00.0%Unchanged
KB Financial Partners, LLC324$66.0K0.02%+70+27.6%Added
Signaturefd, LLC326$66.1K0.00%+154+89.5%Added
Quadrant Capital Group LLC328$66.5K0.01%+178+118.7%Added
One Wealth Advisors, LLC333$67.5K0.02%+333New
CWM, LLC340$69.0K0.00%−110−24.4%Reduced
Parallel Advisors, LLC377$76.4K0.00%+9+2.4%Added
Column Capital Advisors, LLC422$85.6K0.01%+129+44.0%Added
Ellevest, Inc.490$99.4K0.01%+170+53.1%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP500$101.4K0.00%00.0%Unchanged
Pinebridge Investments, L.P.507$102.8K0.00%+507New
Advent Capital Management522$105.8K0.00%00.0%Unchanged
AM Squared Ltd600$121.7K0.08%+600New
First Horizon Advisors, Inc.612$124.1K0.00%+119+24.1%Added