Skip to main content

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
Benjamin F. Edwards & Company, Inc.746$145.0K0.00%+746New
Psagot Value Holdings Ltd. / (Israel)800$158.0K0.07%+800New
Quadrant Capital Group LLC890$173.1K0.01%+680+323.8%Added
Federation des caisses Desjardins du Quebec976$189.8K0.00%00.0%Unchanged
Winton Group Ltd1,047$203.6K0.01%−16,549−94.0%Reduced
TownSquare Capital, LLC1,074$208.9K0.00%+1,074New
Wealth Enhancement Advisory Services, LLC1,088$211.6K0.00%+1,088New
Wahed Invest LLC1,099$213.7K0.06%+73+7.1%Added
Capstone Investment Advisors, LLC1,117$217.2K0.00%−6,797−85.9%Reduced
Corton Capital Inc.1,126$219.0K0.07%−1,033−47.8%Reduced
HighPoint Advisor Group LLC1,008$229.0K0.02%+1,008New
Emerald Advisers, LLC1,179$229.3K0.01%+1,179New
Ameritas Advisory Services, LLC1,202$237.6K0.01%+1,202New
Stephens Inc1,239$241.0K0.00%−142−10.3%Reduced
Cadent Capital Advisors, LLC1,267$246.4K0.12%+1,267New
Redwood Investments, LLC1,278$248.5K0.06%+1,278New
Ieq Capital, LLC1,284$249.7K0.00%+1,284New
Vinva Investment Management Ltd1,303$256.8K0.02%+1,303New
Ethic Inc.1,327$258.1K0.01%+1,327New
AXA S.A.1,339$260.4K0.00%+1,339New
CWM, LLC1,346$262.0K0.00%+128+10.5%Added
Impax Asset Management Group plc1,365$265.5K0.00%−216−13.7%Reduced
Lazard Asset Management LLC1,378$267.0K0.00%00.0%Unchanged
SG Americas Securities, LLC1,404$273.0K0.00%−242−14.7%Reduced
B. Metzler seel. Sohn & Co. AG1,404$273.1K0.00%+1,404New
Swiss Life Asset Management Ltd1,450$282.5K0.00%+1,450New
Teza Capital Management LLC1,516$294.8K0.05%−13,587−90.0%Reduced
Simplex Trading, LLC1,541$299.0K0.01%+1,541New
Vestmark Advisory Solutions, Inc.1,542$299.9K0.02%−23−1.5%Reduced
Investment Management Corp of Ontario1,554$302.2K0.01%+1,554New
Metis Global Partners, LLC1,570$305.3K0.01%−83−5.0%Reduced
Park Avenue Securities LLC1,607$312.0K0.00%+107+7.1%Added
Sawtooth Solutions, LLC1,624$315.8K0.01%+1,624New
Bleakley Financial Group, LLC1,642$319.3K0.01%+1,642New
Pearl River Capital, LLC1,643$319.5K0.05%+1,643New
Mercer Global Advisors Inc1,650$321.0K0.00%−243−12.8%Reduced
Wolverine Trading, LLC1,705$331.6K0.00%+1,705New
Raymond James Trust N.A.1,706$331.8K0.01%+16+0.9%Added
Procyon Private Wealth Partners, LLC1,728$336.1K0.03%00.0%Unchanged
Regions Financial Corp1,745$339.4K0.00%−96−5.2%Reduced
Versor Investments LP1,804$350.8K0.07%+1,804New
CIBC World Markets Corp1,807$351.4K0.00%+1,807New
Keebeck Alpha, LP1,874$364.5K0.29%−738−28.3%Reduced
Janney Capital Management LLC1,928$375.0K0.03%−62−3.1%Reduced
MML Investors Services, LLC1,929$375.0K0.00%+360+22.9%Added
Tokio Marine Asset Management Co Ltd1,949$379.0K0.02%00.0%Unchanged
Profund Advisors LLC1,983$385.7K0.02%+1,983New
CI Private Wealth, LLC2,037$396.2K0.00%+2,037New
Edgestream Partners, L.P.2,039$396.5K0.03%−14,782−87.9%Reduced
CIBC Asset Management Inc2,084$405.3K0.00%−174−7.7%Reduced
Brevan Howard Capital Management LP2,105$409.4K0.04%+2,105New
Silvercrest Asset Management Group LLC2,139$416.0K0.00%−24−1.1%Reduced
Custom Index Systems, LLC2,192$426.3K0.27%+2,192New
Toroso Investments, LLC2,214$430.6K0.01%+2,214New
APG Asset Management N.V.2,450$431.3K0.00%−162−6.2%Reduced
Pinebridge Investments, L.P.2,238$435.2K0.00%−5,643−71.6%Reduced
Mackenzie Financial Corp2,284$444.2K0.00%−3,402−59.8%Reduced
State of Wyoming2,306$448.5K0.08%+229+11.0%Added
Shell Asset Management Co2,327$453.0K0.02%+492+26.8%Added
E. Ohman J:or Asset Management AB2,400$466.8K0.02%−800−25.0%Reduced
XTX Topco Ltd2,408$468.3K0.10%−4,396−64.6%Reduced
Gsa Capital Partners LLP2,510$488.0K0.04%−5,134−67.2%Reduced
CWM Advisors, LLC2,530$492.1K0.05%−202−7.4%Reduced
Sequoia Financial Advisors, LLC2,531$492.2K0.01%+214+9.2%Added
Tobam2,602$506.0K0.04%−779−23.0%Reduced
Affinity Capital Advisors, LLC2,620$509.5K0.12%00.0%Unchanged
Gotham Asset Management, LLC2,654$516.1K0.01%+173+7.0%Added
Dynamic Technology Lab Private Ltd2,688$523.0K0.06%−25,963−90.6%Reduced
Envestnet Portfolio Solutions, Inc.2,731$531.1K0.00%+207+8.2%Added
Blair William & Co2,767$538.1K0.00%+441+19.0%Added
Harvest Investment Services, LLC2,773$539.3K0.25%+2,773New
Shelton Capital Management2,796$543.8K0.02%+2,796New
Mount Yale Investment Advisors, LLC2,815$547.5K0.05%+727+34.8%Added
Shaker Investments LLC2,879$559.9K0.26%+18+0.6%Added
Bank of Hawaii2,879$559.9K0.03%+2,879New
Inspire Advisors, LLC2,905$564.9K0.08%+1,017+53.9%Added
Blueshift Asset Management, LLC2,927$569.2K0.30%−10,652−78.4%Reduced
Creative Planning2,937$571.2K0.00%+1,382+88.9%Added
Altfest L J & Co Inc2,947$573.0K0.08%+878+42.4%Added
Ostrum Asset Management2,948$573.3K0.05%−196−6.2%Reduced
Gateway Investment Advisers LLC2,954$574.5K0.01%00.0%Unchanged
Prudential PLC2,979$579.4K0.01%−5−0.2%Reduced
O'Shaughnessy Asset Management, LLC3,013$586.0K0.01%+3,013New
Baird Financial Group, Inc.3,020$587.3K0.00%−306−9.2%Reduced
Dymon Asia Capital (Singapore) Pte. Ltd.3,037$590.6K1.35%+3,037New
Assenagon Asset Management S.A.3,042$591.6K0.00%−285−8.6%Reduced
Bank of Nova Scotia3,128$608.3K0.00%−6,770−68.4%Reduced
Bessemer Group Inc3,152$614.0K0.00%−376,039−99.2%Reduced
Alberta Investment Management Corp3,200$622.3K0.01%+1,600+100.0%Added
Wealthfront Advisers LLC3,262$634.4K0.00%+1,392+74.4%Added
Neuberger Berman Group LLC3,276$637.1K0.00%+1,418+76.3%Added
Viawealth, LLC3,281$638.1K0.44%00.0%Unchanged
BI Asset Management Fondsmaeglerselskab A/S3,285$639.0K0.01%+2,562+354.4%Added
Rafferty Asset Management, LLC3,402$661.6K0.00%+504+17.4%Added
Candriam Luxembourg S.C.A.3,410$663.2K0.00%−35,829−91.3%Reduced
ProShare Advisors LLC3,413$663.8K0.00%+3,413New
M&T Bank Corp3,455$672.1K0.00%−212−5.8%Reduced
Linden Thomas Advisory Services, LLC3,533$687.1K0.13%+41+1.2%Added
HighTower Advisors, LLC3,672$722.0K0.00%+2,063+128.2%Added
Cresset Asset Management, LLC3,891$756.7K0.00%+2,021+108.1%Added