Skip to main content
Livermore
Livermore
ZHEN

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, Q2 2023

Institutional positions in Burlington Stores, Inc. as of Jun 30, 2023. 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
427
−10 vs. Q1 2023
Shares held
68.0M
−206.6K (−0.3%) vs. Q1 2023
Total value
$10.7B
−$3.10B (−22.4%) vs. Q1 2023
New holders
56
146 more added
Sold out
66
158 more reduced

3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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 holdersQ2 2023: 427 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 heldQ2 2023: $10.7B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q1 2023.

Institutions holding BURL in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Comerica Bank5$10.00%+5New
Farther Finance Advisors, LLC1$1570.00%−6−85.7%Reduced
Kayne Anderson Rudnick Investment Management LLC1$1570.00%00.0%Unchanged
Tucker Asset Management LLC1$1570.00%00.0%Unchanged
True Wealth Design, LLC1$1580.00%00.0%Unchanged
Crewe Advisors LLC1$1580.00%+1New
Hexagon Capital Partners LLC2$3150.00%−4−66.7%Reduced
Baker Avenue Asset Management, LP2$3150.00%00.0%Unchanged
Versant Capital Management, Inc2$3150.00%00.0%Unchanged
EverSource Wealth Advisors, LLC3$4720.00%+3New
SJS Investment Consulting Inc.3$4730.00%−2−40.0%Reduced
WealthPLAN Partners, LLC6$9440.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC6$9440.00%00.0%Unchanged
Cornerstone Planning Group LLC6$9440.00%+6New
TD Ameritrade Investment Management, LLC8$1.00K0.00%−11−57.9%Reduced
Psagot Value Holdings Ltd. / (Israel)6$1.00K0.00%+6New
Manchester Capital Management LLC8$1.26K0.00%+2+33.3%Added
Glassman Wealth Services9$1.42K0.00%00.0%Unchanged
Massmutual Trust Co FSB10$1.57K0.00%−188−94.9%Reduced
AdvisorNet Financial, Inc10$1.57K0.00%−1−9.1%Reduced
Baystate Wealth Management LLC10$1.57K0.00%00.0%Unchanged
Bell Investment Advisors, Inc11$1.73K0.00%−5−31.3%Reduced
JFS Wealth Advisors, LLC12$1.89K0.00%−4−25.0%Reduced
Raffa Wealth Management, LLC12$1.89K0.00%00.0%Unchanged
Fuller & Thaler Asset Management, Inc.13$2.05K0.00%00.0%Unchanged
Beacon Capital Management, LLC17$2.68K0.00%00.0%Unchanged
Parkside Financial Bank & Trust19$2.99K0.00%+5+35.7%Added
Smithfield Trust Co20$3.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC22$3.00K0.00%00.0%Unchanged
Earnest Partners LLC21$3.31K0.00%00.0%Unchanged
Leonteq Securities AG21$3.31K0.00%+21New
Anchor Investment Management, LLC22$3.46K0.00%00.0%Unchanged
Larson Financial Group LLC22$3.46K0.00%00.0%Unchanged
Global Financial Private Client, LLC22$3.50K0.00%00.0%Unchanged
Focused Wealth Management, Inc25$3.94K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc26$4.09K0.00%−204−88.7%Reduced
Sandy Spring Bank28$4.41K0.00%00.0%Unchanged
Private Trust Co NA30$4.72K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC31$5.00K0.00%00.0%Unchanged
Cambridge Trust Co32$5.04K0.00%00.0%Unchanged
Stonebridge Capital Advisors LLC34$5.35K0.00%−31−47.7%Reduced
Gilder Gagnon Howe & Co LLC34$5.35K0.00%+34New
Huntington National Bank36$5.67K0.00%+5+16.1%Added
Cary Street Partner Investment Advisory LLC38$5.98K0.00%00.0%Unchanged
West Branch Capital LLC39$6.14K0.00%00.0%Unchanged
IFP Advisors, Inc42$6.30K0.00%+20+90.9%Added
GWM Advisors LLC46$7.24K0.00%−38−45.2%Reduced
Northwest Capital Management Inc50$7.87K0.00%+50New
WealthPlan Investment Management, LLC50$7.87K0.00%+50New
Covestor Ltd48$8.00K0.01%00.0%Unchanged
Disciplined Investments, LLC55$8.66K0.00%00.0%Unchanged
CNB Bank64$10.1K0.01%00.0%Unchanged
VisionPoint Advisory Group, LLC65$10.2K0.00%+65New
Front Row Advisors LLC76$12.0K0.01%−2−2.6%Reduced
Lee Financial Co82$12.9K0.00%00.0%Unchanged
Ci Investments Inc.92$14.0K0.00%+88+2,200.0%Added
Lindbrook Capital, LLC89$14.0K0.00%+5+6.0%Added
Global Retirement Partners, LLC89$14.0K0.00%+3+3.5%Added
Washington Trust Co90$14.2K0.00%00.0%Unchanged
Allworth Financial LP96$15.1K0.00%−11−10.3%Reduced
Livforsakringsbolaget Skandia, Omsesidigt100$15.7K0.00%00.0%Unchanged
Riverview Trust Co103$16.2K0.01%00.0%Unchanged
Quent Capital, LLC105$16.5K0.00%00.0%Unchanged
Coppell Advisory Solutions LLC108$16.6K0.00%+108New
Grove Bank & Trust110$17.3K0.00%00.0%Unchanged
Salem Investment Counselors Inc122$19.2K0.00%00.0%Unchanged
Spire Wealth Management135$21.2K0.00%00.0%Unchanged
Pinnacle Financial Partners Inc145$22.8K0.00%00.0%Unchanged
Roble, Belko & Company, Inc143$23.0K0.00%00.0%Unchanged
Natixis172$27.1K0.00%+172New
Concord Wealth Partners196$30.8K0.01%00.0%Unchanged
Desjardins Global Asset Management Inc.209$32.9K0.00%+36+20.8%Added
Hantz Financial Services, Inc.211$33.0K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC229$36.0K0.00%00.0%Unchanged
National Bank of Canada234$36.8K0.00%−2−0.8%Reduced
Achmea Investment Management B.V.257$40.0K0.00%+257New
Signaturefd, LLC256$40.3K0.00%−70−21.5%Reduced
Quadrant Capital Group LLC272$42.8K0.00%−56−17.1%Reduced
Nisa Investment Advisors, LLC300$47.2K0.00%00.0%Unchanged
Parallel Advisors, LLC382$60.1K0.00%+3+0.8%Added
V-Square Quantitative Management LLC394$62.0K0.05%+394New
Headlands Technologies LLC453$71.3K0.02%−332−42.3%Reduced
Loring Wolcott & Coolidge Fiduciary Advisors LLP500$78.7K0.00%00.0%Unchanged
UniSuper Management Pty Ltd500$78.7K0.00%+500New
Column Capital Advisors, LLC525$82.6K0.01%+103+24.4%Added
First Horizon Advisors, Inc.618$97.3K0.00%−24−3.7%Reduced
BI Asset Management Fondsmaeglerselskab A/S723$114.0K0.00%00.0%Unchanged
Ostrum Asset Management729$114.7K0.01%−1,179−61.8%Reduced
Quantbot Technologies LP743$116.9K0.01%+743New
Northwestern Mutual Wealth Management Co847$133.3K0.00%−47−5.3%Reduced
AM Squared Ltd900$141.7K0.16%−100−10.0%Reduced
Parallax Volatility Advisers, L.P.934$147.0K0.01%+377+67.7%Added
Wahed Invest LLC935$147.2K0.05%+91+10.8%Added
Federation des caisses Desjardins du Quebec976$153.6K0.00%00.0%Unchanged
CWM, LLC1,185$187.0K0.00%+112+10.4%Added
FNY Investment Advisers, LLC1,200$188.0K0.24%+1,200New
American International Group, Inc.1,201$189.0K0.00%+254+26.8%Added
Stephens Inc1,218$191.7K0.00%+6+0.5%Added
Marquette Asset Management, LLC1,270$199.9K0.05%00.0%Unchanged
Redwood Investments, LLC1,278$201.1K0.02%−88−6.4%Reduced