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, Q3 2023
Institutional positions in Burlington Stores, Inc. as of Sep 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
- 415
- −10 vs. Q2 2023
- Shares held
- 65.1M
- −2.73M (−4.0%) vs. Q2 2023
- Total value
- $8.86B
- −$1.83B (−17.1%) vs. Q2 2023
- New holders
- 50
- 160 more added
- Sold out
- 60
- 140 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $406 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $406 | 0.00% | +1+50.0% | Added |
| SJS Investment Consulting Inc. | 5 | $677 | 0.00% | +2+66.7% | Added |
| AdvisorNet Financial, Inc | 6 | $812 | 0.00% | −4−40.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $812 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 8 | $1.08K | 0.00% | −1−11.1% | Reduced |
| Manchester Capital Management LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 8 | $1.08K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 9 | $1.22K | 0.00% | −3−25.0% | Reduced |
| Massmutual Trust Co FSB | 9 | $1.22K | 0.00% | −1−10.0% | Reduced |
| Farther Finance Advisors, LLC | 9 | $1.22K | 0.00% | +8+800.0% | Added |
| Baystate Wealth Management LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $1.49K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 11 | $1.49K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $1.62K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $1.62K | 0.00% | +12 | New |
| Fuller & Thaler Asset Management, Inc. | 13 | $1.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $2.00K | 0.00% | −17−54.8% | Reduced |
| NBC Securities, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Beacon Capital Management, LLC | 17 | $2.68K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $2.71K | 0.00% | +1+5.3% | Added |
| Earnest Partners LLC | 21 | $2.84K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $2.91K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $2.98K | 0.00% | −20−47.6% | Reduced |
| Larson Financial Group LLC | 22 | $2.98K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $3.38K | 0.00% | −1−3.8% | Reduced |
| Focused Wealth Management, Inc | 25 | $3.38K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 28 | $3.79K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 31 | $4.00K | 0.00% | +31 | New |
| Private Trust Co NA | 30 | $4.06K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 34 | $4.60K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 38 | $5.14K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 39 | $5.28K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 42 | $5.68K | 0.00% | −167−79.9% | Reduced |
| GWM Advisors LLC | 46 | $6.22K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 50 | $6.76K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 48 | $7.00K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 49 | $7.00K | 0.00% | +49 | New |
| Quent Capital, LLC | 55 | $7.44K | 0.00% | −50−47.6% | Reduced |
| Ronald Blue Trust, Inc. | 51 | $8.00K | 0.00% | +51 | New |
| CNB Bank | 64 | $8.66K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 76 | $10.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 87 | $11.1K | 0.00% | −2−2.2% | Reduced |
| Lindbrook Capital, LLC | 82 | $11.1K | 0.00% | −7−7.9% | Reduced |
| Lee Financial Co | 82 | $11.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 83 | $11.2K | 0.00% | −13−13.5% | Reduced |
| Jefferies Financial Group Inc. | 90 | $12.2K | 0.00% | −5,332−98.3% | Reduced |
| Washington Trust Co | 90 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 99 | $13.0K | 0.00% | +7+7.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $13.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 103 | $13.9K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 71 | $14.4K | 0.01% | −37−34.3% | Reduced |
| Grove Bank & Trust | 110 | $14.9K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 122 | $16.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 135 | $18.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 137 | $18.5K | 0.00% | −3,620−96.4% | Reduced |
| Roble, Belko & Company, Inc | 143 | $19.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 141 | $19.1K | 0.00% | +105+291.7% | Added |
| Pinnacle Financial Partners Inc | 145 | $19.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 175 | $23.7K | 0.00% | −207−54.2% | Reduced |
| Concord Wealth Partners | 196 | $26.5K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 200 | $27.0K | 0.00% | −2,200−91.7% | Reduced |
| Quadrant Capital Group LLC | 210 | $28.4K | 0.00% | −62−22.8% | Reduced |
| Hantz Financial Services, Inc. | 211 | $29.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 240 | $32.5K | 0.00% | +11+4.8% | Added |
| Leonteq Securities AG | 258 | $34.9K | 0.00% | +237+1,128.6% | Added |
| Signaturefd, LLC | 280 | $37.9K | 0.00% | +24+9.4% | Added |
| Nisa Investment Advisors, LLC | 300 | $40.6K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 389 | $52.6K | 0.00% | +389 | New |
| V-Square Quantitative Management LLC | 415 | $56.1K | 0.02% | +21+5.3% | Added |
| First Horizon Advisors, Inc. | 451 | $61.0K | 0.00% | −167−27.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $63.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 500 | $67.7K | 0.00% | 00.0% | Unchanged |
| Ossiam | 510 | $69.0K | 0.00% | −1,566−75.4% | Reduced |
| Column Capital Advisors, LLC | 525 | $71.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 573 | $77.5K | 0.00% | −361−38.7% | Reduced |
| Operose Advisors LLC | 624 | $84.4K | 0.03% | +624 | New |
| Northwestern Mutual Wealth Management Co | 640 | $86.6K | 0.00% | −207−24.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 723 | $98.0K | 0.00% | 00.0% | Unchanged |
| Natixis | 811 | $109.7K | 0.00% | +639+371.5% | Added |
| Federation des caisses Desjardins du Quebec | 976 | $132.1K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,000 | $135.0K | 0.01% | −2,000−66.7% | Reduced |
| Wahed Invest LLC | 1,026 | $138.8K | 0.05% | +91+9.7% | Added |
| American International Group, Inc. | 1,123 | $151.9K | 0.00% | −78−6.5% | Reduced |
| Bessemer Securities LLC | 1,155 | $156.0K | 0.22% | −3,352−74.4% | Reduced |
| CWM, LLC | 1,218 | $165.0K | 0.00% | +33+2.8% | Added |
| Kapitalo Investimentos Ltda | 1,312 | $177.5K | 0.02% | −232−15.0% | Reduced |
| Lazard Asset Management LLC | 1,378 | $186.0K | 0.00% | −11−0.8% | Reduced |
| Stephens Inc | 1,381 | $186.8K | 0.00% | +163+13.4% | Added |
| Counterpoint Mutual Funds LLC | 1,493 | $202.0K | 0.17% | +1,493 | New |
| Park Avenue Securities LLC | 1,500 | $203.0K | 0.00% | +1,500 | New |
| Vestcor Inc | 1,547 | $209.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 1,555 | $210.4K | 0.00% | +177+12.8% | Added |
| Vestmark Advisory Solutions, Inc. | 1,565 | $211.7K | 0.02% | +1,565 | New |
| MML Investors Services, LLC | 1,569 | $212.0K | 0.00% | −461−22.7% | Reduced |