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, Q1 2024
Institutional positions in Burlington Stores, Inc. as of Mar 31, 2024. 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
- 471
- +14 vs. Q4 2023
- Shares held
- 66.8M
- −1.40M (−2.1%) vs. Q4 2023
- Total value
- $15.5B
- +$2.24B (+16.9%) vs. Q4 2023
- New holders
- 60
- 180 more added
- Sold out
- 46
- 165 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Colonial Trust Advisors | 1 | $232 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $233 | 0.00% | +1 | New |
| Versant Capital Management, Inc | 2 | $464 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $464 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $465 | 0.00% | −1−33.3% | Reduced |
| Manchester Capital Management LLC | 2 | $465 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $465 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $465 | 0.00% | +1+100.0% | Added |
| Chilton Capital Management LLC | 4 | $929 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 5 | $973 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 5 | $1.16K | 0.00% | +5 | New |
| Quest Partners LLC | 5 | $1.16K | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $1.39K | 0.00% | −6−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.09K | 0.00% | +9 | New |
| Bokf, NA | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 13 | $2.33K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 11 | $2.54K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $2.79K | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 13 | $3.02K | 0.00% | +13 | New |
| Richardson Financial Services Inc. | 13 | $3.02K | 0.00% | +13 | New |
| SYSTM Wealth Solutions LLC | 13 | $3.02K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $3.10K | 0.00% | +8+100.0% | Added |
| JFS Wealth Advisors, LLC | 14 | $3.25K | 0.00% | +4+40.0% | Added |
| Jones Financial Companies LLLP | 14 | $3.25K | 0.00% | +14 | New |
| Fuller & Thaler Asset Management, Inc. | 15 | $3.48K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 17 | $3.95K | 0.00% | +2+13.3% | Added |
| Umb Bank N A | 17 | $3.95K | 0.00% | +17 | New |
| NBC Securities, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $4.39K | 0.00% | +23 | New |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 22 | $5.03K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 22 | $5.11K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 23 | $5.34K | 0.00% | +18+360.0% | Added |
| Farmers & Merchants Investments Inc | 24 | $5.57K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 24 | $5.57K | 0.00% | +24 | New |
| Whittier Trust Co of Nevada Inc | 26 | $6.04K | 0.00% | +2+8.3% | Added |
| Ronald Blue Trust, Inc. | 26 | $6.04K | 0.00% | −63−70.8% | Reduced |
| Parkside Financial Bank & Trust | 28 | $6.50K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 29 | $6.73K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $7.20K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $8.82K | 0.00% | +5+15.2% | Added |
| West Branch Capital LLC | 39 | $9.06K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 42 | $9.75K | 0.00% | +2+5.0% | Added |
| Quent Capital, LLC | 43 | $9.98K | 0.00% | +3+7.5% | Added |
| Valley National Advisers Inc | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 46 | $10.7K | 0.00% | −9−16.4% | Reduced |
| Farther Finance Advisors, LLC | 50 | $11.4K | 0.00% | +6+13.6% | Added |
| Northwest Capital Management Inc | 50 | $11.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 54 | $12.5K | 0.01% | +19+54.3% | Added |
| Covestor Ltd | 59 | $14.0K | 0.01% | −23−28.0% | Reduced |
| CNB Bank | 64 | $14.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 85 | $15.3K | 0.00% | +68+400.0% | Added |
| Massmutual Trust Co FSB | 77 | $17.9K | 0.00% | +14+22.2% | Added |
| Front Row Advisors LLC | 83 | $19.3K | 0.01% | +83 | New |
| Washington Trust Co | 90 | $20.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 98 | $22.8K | 0.00% | +8+8.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $23.2K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 103 | $23.9K | 0.02% | +103 | New |
| Venturi Wealth Management, LLC | 107 | $24.8K | 0.00% | +22+25.9% | Added |
| Grove Bank & Trust | 110 | $25.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 115 | $26.7K | 0.00% | −14−10.9% | Reduced |
| Ci Investments Inc. | 128 | $30.0K | 0.00% | +28+28.0% | Added |
| Spire Wealth Management | 136 | $31.6K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 143 | $33.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 145 | $33.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 166 | $38.5K | 0.00% | +44+36.1% | Added |
| Rise Advisors, LLC | 172 | $39.9K | 0.02% | +172 | New |
| Mather Group, LLC. | 208 | $40.5K | 0.00% | +208 | New |
| Lindbrook Capital, LLC | 182 | $42.3K | 0.00% | +6+3.4% | Added |
| Concord Wealth Partners | 188 | $43.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 194 | $45.0K | 0.00% | +28+16.9% | Added |
| National Bank of Canada | 240 | $45.7K | 0.00% | +4+1.7% | Added |
| Hantz Financial Services, Inc. | 203 | $47.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 229 | $53.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 245 | $56.9K | 0.00% | +20+8.9% | Added |
| GAMMA Investing LLC | 260 | $60.4K | 0.01% | +48+22.6% | Added |
| Allworth Financial LP | 272 | $63.2K | 0.00% | +196+257.9% | Added |
| Harvest Fund Management Co., Ltd | 302 | $70.0K | 0.01% | +302 | New |
| Fifth Third Bancorp | 305 | $70.8K | 0.00% | +49+19.1% | Added |
| EntryPoint Capital, LLC | 316 | $73.4K | 0.07% | +135+74.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $88.8K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 420 | $97.5K | 0.03% | +420 | New |
| First Horizon Advisors, Inc. | 509 | $118.2K | 0.00% | 00.0% | Unchanged |
| RE Advisers Corp | 552 | $128.2K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 558 | $129.6K | 0.00% | +511+1,087.2% | Added |
| CIBC Private Wealth Group, LLC | 568 | $129.9K | 0.00% | +568 | New |
| Bessemer Group Inc | 570 | $133.0K | 0.00% | −2,582−81.9% | Reduced |
| Signaturefd, LLC | 594 | $137.9K | 0.00% | +135+29.4% | Added |
| Globeflex Capital L P | 600 | $139.3K | 0.01% | +600 | New |
| Northwestern Mutual Wealth Management Co | 672 | $156.0K | 0.00% | +45+7.2% | Added |
| V-Square Quantitative Management LLC | 717 | $166.5K | 0.03% | 00.0% | Unchanged |