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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 656 | $20.5B |
| Q1 2026 | 629 | $20.9B |
| Q4 2025 | 570 | $19.7B |
| Q3 2025 | 537 | $17.2B |
| Q2 2025 | 508 | $16.2B |
| Q1 2025 | 545 | $16.2B |
| Q4 2024 | 572 | $19.1B |
| Q3 2024 | 576 | $16.8B |
| Q2 2024 | 516 | $15.6B |
| Q1 2024 | 471 | $15.5B |
| Q4 2023 | 461 | $13.3B |
| Q3 2023 | 415 | $8.86B |
| Q2 2023 | 427 | $10.7B |
| Q1 2023 | 440 | $13.8B |
| Q4 2022 | 428 | $14.5B |
| Q3 2022 | 369 | $7.96B |
| Q2 2022 | 424 | $9.75B |
| Q1 2022 | 430 | $13.0B |
| Q4 2021 | 493 | $20.6B |
| Q3 2021 | 490 | $19.7B |
| Q2 2021 | 491 | $22.3B |
| Q1 2021 | 474 | $20.5B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | 1,320 | $267.6K | 0.00% | −409−23.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,300 | $263.6K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 1,290 | $262.0K | 0.00% | +1,290 | New |
| Creative Planning | 1,277 | $258.9K | 0.00% | +1,277 | New |
| Marquette Asset Management, LLC | 1,270 | $257.5K | 0.08% | −467−26.9% | Reduced |
| Rockefeller Capital Management L.P. | 1,257 | $254.0K | 0.00% | −359−22.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,212 | $245.7K | 0.00% | +1,212 | New |
| Wetherby Asset Management Inc | 1,202 | $243.7K | 0.02% | +1,202 | New |
| American Trust | 1,172 | $237.6K | 0.02% | +1,172 | New |
| Vontobel Holding Ltd. | 1,168 | $237.3K | 0.00% | −1,433−55.1% | Reduced |
| Stephens Inc | 1,153 | $233.8K | 0.00% | +226+24.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 1,151 | $233.4K | 0.00% | +1,151 | New |
| Foyston, Gordon, & Payne Inc | 1,132 | $229.5K | 0.06% | +1,132 | New |
| Ethic Inc. | 1,115 | $226.1K | 0.01% | +1,115 | New |
| Verition Fund Management LLC | 1,092 | $221.4K | 0.00% | −22,641−95.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,076 | $218.0K | 0.00% | +1,076 | New |
| Cetera Advisor Networks LLC | 1,066 | $216.1K | 0.00% | +1,066 | New |
| Somerset Trust Co | 1,052 | $213.0K | 0.09% | +1,052 | New |
| Cadent Capital Advisors, LLC | 1,037 | $210.3K | 0.13% | +1,037 | New |
| Banque Cantonale Vaudoise | 1,000 | $203.0K | 0.01% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 1,000 | $202.8K | 0.00% | +1,000 | New |
| American International Group, Inc. | 988 | $200.3K | 0.00% | −22−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 902 | $182.9K | 0.00% | −135,323−99.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 877 | $177.8K | 0.00% | +55+6.7% | Added |
| Wahed Invest LLC | 858 | $174.0K | 0.09% | +118+15.9% | Added |
| Compagnie Lombard Odier SCmA | 800 | $162.0K | 0.00% | +800 | New |
| Ossiam | 690 | $139.9K | 0.00% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 656 | $133.0K | 0.00% | +155+30.9% | Added |
| First Horizon Advisors, Inc. | 612 | $124.1K | 0.00% | +119+24.1% | Added |
| AM Squared Ltd | 600 | $121.7K | 0.08% | +600 | New |
| Advent Capital Management | 522 | $105.8K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 507 | $102.8K | 0.00% | +507 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $101.4K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 490 | $99.4K | 0.01% | +170+53.1% | Added |
| Column Capital Advisors, LLC | 422 | $85.6K | 0.01% | +129+44.0% | Added |
| Parallel Advisors, LLC | 377 | $76.4K | 0.00% | +9+2.4% | Added |
| CWM, LLC | 340 | $69.0K | 0.00% | −110−24.4% | Reduced |
| One Wealth Advisors, LLC | 333 | $67.5K | 0.02% | +333 | New |
| Quadrant Capital Group LLC | 328 | $66.5K | 0.01% | +178+118.7% | Added |
| Signaturefd, LLC | 326 | $66.1K | 0.00% | +154+89.5% | Added |
| KB Financial Partners, LLC | 324 | $66.0K | 0.02% | +70+27.6% | Added |
| Nisa Investment Advisors, LLC | 300 | $61.0K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 300 | $61.0K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 240 | $49.0K | 0.00% | −72−23.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 230 | $46.6K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 229 | $46.4K | 0.00% | −21−8.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 205 | $42.0K | 0.00% | +28+15.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 197 | $39.9K | 0.00% | +197 | New |
| Concord Wealth Partners | 196 | $39.7K | 0.01% | +196 | New |
| Desjardins Global Asset Management Inc. | 191 | $38.0K | 0.01% | +6+3.2% | Added |
| Comerica Securities,inc. | 164 | $33.3K | 0.00% | +164 | New |
| Pinnacle Financial Partners Inc | 145 | $29.4K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 143 | $29.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 122 | $24.7K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 110 | $22.0K | 0.00% | +110 | New |
| Harbour Investments, Inc. | 106 | $21.5K | 0.00% | +14+15.2% | Added |
| Quent Capital, LLC | 105 | $21.3K | 0.00% | −6−5.4% | Reduced |
| Riverview Trust Co | 103 | $21.0K | 0.02% | +103 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $20.3K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 100 | $20.3K | 0.00% | +90+900.0% | Added |
| GWM Advisors LLC | 179 | $19.3K | 0.00% | +179 | New |
| Washington Trust Co | 90 | $18.2K | 0.00% | +90 | New |
| Global Retirement Partners, LLC | 86 | $17.4K | 0.00% | +6+7.5% | Added |
| Allworth Financial LP | 83 | $16.8K | 0.00% | +11+15.3% | Added |
| Elequin Capital LP | 83 | $16.8K | 0.00% | +83 | New |
| Lee Financial Co | 82 | $16.6K | 0.00% | −3−3.5% | Reduced |
| Lindbrook Capital, LLC | 81 | $16.4K | 0.00% | +68+523.1% | Added |
| Front Row Advisors LLC | 79 | $16.0K | 0.01% | +3+3.9% | Added |
| Covestor Ltd | 80 | $16.0K | 0.01% | +32+66.7% | Added |
| Coppell Advisory Solutions LLC | 71 | $14.4K | 0.01% | +71 | New |
| Coppell Advisory Solutions Corp. | 71 | $14.4K | 0.01% | +71 | New |
| IFP Advisors, Inc | 81 | $14.0K | 0.00% | −54−40.0% | Reduced |
| Stonebridge Capital Advisors LLC | 65 | $13.2K | 0.00% | −7−9.7% | Reduced |
| CNB Bank | 64 | $13.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 54 | $10.9K | 0.01% | +1+1.9% | Added |
| Belpointe Asset Management LLC | 50 | $10.1K | 0.00% | +50 | New |
| Capital Advisors, Ltd. LLC | 42 | $9.00K | 0.00% | +37+740.0% | Added |
| West Branch Capital LLC | 39 | $7.91K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 38 | $7.71K | 0.00% | +38 | New |
| Private Trust Co NA | 30 | $6.00K | 0.00% | +23+328.6% | Added |
| Cambridge Trust Co | 32 | $6.00K | 0.00% | +32 | New |
| Sandy Spring Bank | 28 | $5.68K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 25 | $5.07K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 43 | $5.00K | 0.00% | +12+38.7% | Added |
| Morgan Dempsey Capital Management LLC | 24 | $4.87K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $4.46K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 21 | $4.26K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 21 | $4.26K | 0.00% | +21 | New |
| Crewe Advisors LLC | 20 | $4.05K | 0.00% | −34−63.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 18 | $4.00K | 0.00% | −38−67.9% | Reduced |
| Smithfield Trust Co | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 17 | $3.45K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 16 | $3.24K | 0.00% | −1−5.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 14 | $2.84K | 0.00% | +5+55.6% | Added |
| Schubert & Co | 14 | $2.84K | 0.00% | +1+7.7% | Added |
| Advisory Services Network, LLC | 14 | $2.84K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 14 | $2.84K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 12 | $2.43K | 0.00% | 00.0% | Unchanged |