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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 2023

Institutional positions in Burlington Stores, Inc. as of Dec 31, 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
461
+51 vs. Q3 2023
Shares held
68.2M
+3.12M (+4.8%) vs. Q3 2023
Total value
$13.3B
+$4.41B (+49.8%) vs. Q3 2023
New holders
110
169 more added
Sold out
59
141 more reduced

5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2023: 461 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 2023: $13.3B
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 2023

Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q3 2023.

Institutions holding BURL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$20.00%0New
Kayne Anderson Rudnick Investment Management LLC1$1940.00%00.0%Unchanged
True Wealth Design, LLC1$1950.00%00.0%Unchanged
JJJ Advisors Inc.1$1950.00%+1New
Proequities, Inc.2$3880.00%+2New
Manchester Capital Management LLC2$3890.00%−6−75.0%Reduced
Versant Capital Management, Inc2$3890.00%−1−33.3%Reduced
MV Capital Management, Inc.2$3890.00%+2New
Valued Wealth Advisors LLC3$4060.00%+3New
Chilton Capital Management LLC4$7780.00%+4New
Elequin Capital LP5$9720.00%+5New
Hexagon Capital Partners LLC5$9730.00%+5New
Sachetta, LLC5$9730.00%+5New
GPS Wealth Strategies Group, LLC6$1.17K0.00%00.0%Unchanged
SJS Investment Consulting Inc.6$1.17K0.00%+1+20.0%Added
DiNuzzo Private Wealth, Inc.6$1.17K0.00%+6New
Bell Investment Advisors, Inc8$1.56K0.00%−3−27.3%Reduced
Clearstead Advisors, LLC8$1.56K0.00%+8New
Bokf, NA10$1.94K0.00%+10New
Baystate Wealth Management LLC10$1.95K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC10$1.95K0.00%+1+11.1%Added
Beacon Capital Management, LLC17$2.30K0.00%00.0%Unchanged
Raffa Wealth Management, LLC12$2.33K0.00%00.0%Unchanged
AdvisorNet Financial, Inc12$2.33K0.00%+6+100.0%Added
SYSTM Wealth Solutions LLC13$2.53K0.00%+13New
Glassman Wealth Services14$2.72K0.00%+6+75.0%Added
Turtle Creek Wealth Advisors, LLC14$2.72K0.00%+14New
Fuller & Thaler Asset Management, Inc.15$2.92K0.00%+2+15.4%Added
Harbour Investments, Inc.15$2.92K0.00%+15New
NBC Securities, Inc.20$3.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC14$3.00K0.00%00.0%Unchanged
Wetzel Investment Advisors, Inc.13$3.00K0.00%+13New
EverSource Wealth Advisors, LLC17$3.31K0.00%+14+466.7%Added
Smithfield Trust Co20$4.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC22$4.00K0.00%00.0%Unchanged
Larson Financial Group LLC22$4.28K0.00%00.0%Unchanged
Global Financial Private Client, LLC22$4.28K0.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc24$4.67K0.00%−1−4.0%Reduced
Farmers & Merchants Investments Inc24$4.67K0.00%+24New
Focused Wealth Management, Inc25$4.86K0.00%00.0%Unchanged
Parkside Financial Bank & Trust28$5.45K0.00%+8+40.0%Added
Frazier Financial Advisors, LLC29$5.64K0.00%+29New
Fortitude Family Office, LLC31$6.03K0.00%+31New
Leonteq Securities AG33$6.42K0.00%−225−87.2%Reduced
IFP Advisors, Inc33$6.42K0.00%+11+50.0%Added
Quarry LP35$6.81K0.00%+35New
Loomis Sayles & Co L P37$7.00K0.00%−12−24.5%Reduced
Able Wealth Management LLC36$7.00K0.01%+36New
West Branch Capital LLC39$7.58K0.00%00.0%Unchanged
Quent Capital, LLC40$7.78K0.00%−15−27.3%Reduced
Oliver Lagore Vanvalin Investment Group40$7.78K0.00%+40New
Valley National Advisers Inc45$8.00K0.00%+45New
Desjardins Global Asset Management Inc.43$8.36K0.00%+1+2.4%Added
Farther Finance Advisors, LLC44$8.56K0.00%+35+388.9%Added
Rakuten Investment Management, Inc.47$9.26K0.00%+47New
Northwest Capital Management Inc50$9.72K0.00%00.0%Unchanged
Private Trust Co NA55$10.7K0.00%+25+83.3%Added
Ronald Blue Trust, Inc.89$12.0K0.00%+38+74.5%Added
Massmutual Trust Co FSB63$12.3K0.00%+54+600.0%Added
CNB Bank64$12.4K0.01%00.0%Unchanged
Lee Financial Co73$14.2K0.00%−9−11.0%Reduced
Allworth Financial LP76$14.8K0.00%−7−8.4%Reduced
Covestor Ltd82$16.0K0.01%+34+70.8%Added
Venturi Wealth Management, LLC85$16.5K0.00%+85New
Global Retirement Partners, LLC90$17.4K0.00%+3+3.4%Added
Washington Trust Co90$17.5K0.00%00.0%Unchanged
Ci Investments Inc.100$19.0K0.00%+1+1.0%Added
Coppell Advisory Solutions LLC99$19.3K0.00%+28+39.4%Added
Livforsakringsbolaget Skandia, Omsesidigt100$19.4K0.00%00.0%Unchanged
Advisory Services Network, LLC100$19.4K0.00%+100New
Grove Bank & Trust110$21.4K0.00%00.0%Unchanged
Salem Investment Counselors Inc122$23.7K0.00%00.0%Unchanged
Principal Securities, Inc.122$23.7K0.00%+122New
GWM Advisors LLC129$25.1K0.00%+83+180.4%Added
Spire Wealth Management136$26.5K0.00%+1+0.7%Added
Acadian Asset Management LLC140$27.0K0.00%+140New
Plato Investment Management Ltd140$27.2K0.03%+140New
Roble, Belko & Company, Inc143$28.0K0.01%00.0%Unchanged
Pinnacle Financial Partners Inc145$28.2K0.00%00.0%Unchanged
Huntington National Bank166$32.3K0.00%+25+17.7%Added
Lindbrook Capital, LLC176$34.2K0.00%+94+114.6%Added
EntryPoint Capital, LLC181$35.2K0.03%+181New
Concord Wealth Partners188$36.6K0.01%−8−4.1%Reduced
Hantz Financial Services, Inc.203$39.0K0.00%−8−3.8%Reduced
GAMMA Investing LLC212$40.5K0.01%+212New
Parallel Advisors, LLC225$43.8K0.00%+50+28.6%Added
Steward Partners Investment Advisory, LLC229$44.5K0.00%−11−4.6%Reduced
National Bank of Canada236$46.0K0.00%−4,193−94.7%Reduced
Fifth Third Bancorp256$49.8K0.00%+256New
Nisa Investment Advisors, LLC340$66.1K0.00%+40+13.3%Added
Signaturefd, LLC459$89.3K0.00%+179+63.9%Added
Loring Wolcott & Coolidge Fiduciary Advisors LLP500$95.6K0.00%00.0%Unchanged
UniSuper Management Pty Ltd500$97.2K0.00%00.0%Unchanged
First Horizon Advisors, Inc.509$99.0K0.00%+58+12.9%Added
Ossiam510$99.2K0.00%00.0%Unchanged
RE Advisers Corp552$107.4K0.00%+163+41.9%Added
Headlands Technologies LLC561$109.1K0.03%+561New
Northwestern Mutual Wealth Management Co627$121.9K0.00%−13−2.0%Reduced
V-Square Quantitative Management LLC717$139.4K0.03%+302+72.8%Added
Centiva Capital, LP745$144.9K0.01%−2,448−76.7%Reduced