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 2024
Institutional positions in Burlington Stores, Inc. as of Jun 30, 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
- 516
- +50 vs. Q1 2024
- Shares held
- 65.0M
- −1.68M (−2.5%) vs. Q1 2024
- Total value
- $15.6B
- +$126.8M (+0.8%) vs. Q1 2024
- New holders
- 91
- 207 more added
- Sold out
- 41
- 170 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Quarry LP | 1 | $240 | 0.00% | −53−98.1% | Reduced |
| Harbor Investment Advisory, LLC | 1 | $240 | 0.00% | +1 | New |
| Bokf, NA | 2 | $480 | 0.00% | −8−80.0% | Reduced |
| Manchester Capital Management LLC | 2 | $480 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $480 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 3 | $720 | 0.00% | −2−40.0% | Reduced |
| Valued Wealth Advisors LLC | 3 | $720 | 0.00% | +1+50.0% | Added |
| CVA Family Office, LLC | 3 | $720 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $738 | 0.00% | +3 | New |
| Benjamin Edwards Inc | 4 | $1.00K | 0.00% | +4 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | +6 | New |
| Richardson Financial Services Inc. | 5 | $1.20K | 0.00% | −8−61.5% | Reduced |
| AdvisorNet Financial, Inc | 5 | $1.20K | 0.00% | −1−16.7% | Reduced |
| TD Private Client Wealth LLC | 5 | $1.20K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5 | $1.20K | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 6 | $1.44K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.44K | 0.00% | +4+200.0% | Added |
| Lynx Investment Advisory | 6 | $1.44K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $1.68K | 0.00% | +1+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $1.68K | 0.00% | +1+16.7% | Added |
| Bell Investment Advisors, Inc | 8 | $1.92K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.16K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 11 | $2.64K | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $2.88K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $2.88K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 13 | $3.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $3.09K | 0.00% | +7+140.0% | Added |
| MV Capital Management, Inc. | 13 | $3.12K | 0.00% | +11+550.0% | Added |
| Fuller & Thaler Asset Management, Inc. | 15 | $3.60K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $3.84K | 0.00% | −1−5.9% | Reduced |
| Assetmark, Inc | 16 | $3.84K | 0.00% | +16 | New |
| NBC Securities, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $4.00K | 0.00% | +4+28.6% | Added |
| Hobbs Group Advisors, LLC | 17 | $4.08K | 0.00% | +17 | New |
| Rakuten Securities, Inc. | 20 | $4.80K | 0.00% | +20 | New |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 22 | $5.24K | 0.00% | +11+100.0% | Added |
| Global Financial Private Client, LLC | 22 | $5.28K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 22 | $5.28K | 0.00% | −1−4.3% | Reduced |
| Jones Financial Companies LLLP | 22 | $5.28K | 0.00% | +8+57.1% | Added |
| JFS Wealth Advisors, LLC | 22 | $5.28K | 0.00% | +8+57.1% | Added |
| Webster Bank, N. A. | 24 | $5.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $5.76K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $6.00K | 0.00% | −1−3.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 27 | $6.48K | 0.00% | +27 | New |
| Frazier Financial Advisors, LLC | 29 | $6.96K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $7.20K | 0.01% | +30 | New |
| Oliver Lagore Vanvalin Investment Group | 31 | $7.44K | 0.00% | −11−26.2% | Reduced |
| Fortitude Family Office, LLC | 31 | $7.44K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 36 | $8.64K | 0.00% | +19+111.8% | Added |
| West Branch Capital LLC | 39 | $9.36K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 39 | $9.36K | 0.00% | +39 | New |
| GWM Advisors LLC | 40 | $9.60K | 0.00% | −75−65.2% | Reduced |
| Valley National Advisers Inc | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 43 | $10.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 45 | $10.8K | 0.00% | +17+60.7% | Added |
| LGT Financial Advisors LLC | 46 | $11.0K | 0.02% | +46 | New |
| IFP Advisors, Inc | 48 | $11.5K | 0.00% | +10+26.3% | Added |
| Northwest Capital Management Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 55 | $13.2K | 0.00% | +53+2,650.0% | Added |
| Farther Finance Advisors, LLC | 58 | $13.5K | 0.00% | +8+16.0% | Added |
| Whittier Trust Co | 57 | $13.7K | 0.00% | +57 | New |
| CNB Bank | 64 | $15.4K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 74 | $17.8K | 0.01% | −9−10.8% | Reduced |
| Washington Trust Co | 90 | $21.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 93 | $22.3K | 0.00% | −101−52.1% | Reduced |
| Venturi Wealth Management, LLC | 93 | $22.3K | 0.00% | −14−13.1% | Reduced |
| Global Retirement Partners, LLC | 93 | $22.3K | 0.00% | −5−5.1% | Reduced |
| EverSource Wealth Advisors, LLC | 86 | $22.4K | 0.00% | +1+1.2% | Added |
| Coppell Advisory Solutions LLC | 94 | $22.6K | 0.00% | +94 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $24.0K | 0.00% | +100 | New |
| Innealta Capital, LLC | 102 | $24.5K | 0.01% | +102 | New |
| Riverview Trust Co | 103 | $24.7K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 104 | $25.0K | 0.00% | +104 | New |
| Grove Bank & Trust | 110 | $26.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 117 | $28.1K | 0.00% | +40+51.9% | Added |
| Ci Investments Inc. | 120 | $29.0K | 0.00% | −8−6.3% | Reduced |
| Private Trust Co NA | 134 | $32.2K | 0.00% | +88+191.3% | Added |
| Spire Wealth Management | 137 | $32.9K | 0.00% | +1+0.7% | Added |
| Pinnacle Financial Partners Inc | 145 | $33.7K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 143 | $34.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 155 | $37.0K | 0.00% | +155 | New |
| ORG Partners LLC | 162 | $37.7K | 0.00% | +162 | New |
| Rise Advisors, LLC | 172 | $41.3K | 0.02% | 00.0% | Unchanged |
| Principal Securities, Inc. | 178 | $42.7K | 0.00% | +12+7.2% | Added |
| Ronald Blue Trust, Inc. | 187 | $43.4K | 0.00% | +161+619.2% | Added |
| Concord Wealth Partners | 188 | $45.1K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 199 | $46.2K | 0.00% | −9−4.3% | Reduced |
| American National Bank | 196 | $47.0K | 0.01% | +196 | New |
| Transcendent Capital Group LLC | 200 | $48.0K | 0.03% | +200 | New |
| Hantz Financial Services, Inc. | 203 | $49.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 211 | $50.6K | 0.00% | +211 | New |
| Lindbrook Capital, LLC | 224 | $53.8K | 0.01% | +42+23.1% | Added |
| Steward Partners Investment Advisory, LLC | 229 | $55.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 250 | $59.6K | 0.00% | −91,709−99.7% | Reduced |
| Allworth Financial LP | 248 | $60.7K | 0.00% | −24−8.8% | Reduced |
| Parallel Advisors, LLC | 254 | $61.0K | 0.00% | +9+3.7% | Added |
| GAMMA Investing LLC | 313 | $75.1K | 0.01% | +53+20.4% | Added |