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 2024
Institutional positions in Burlington Stores, Inc. as of Sep 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
- 576
- +63 vs. Q2 2024
- Shares held
- 64.1M
- +5.37M (+9.1%) vs. Q2 2024
- Total value
- $16.8B
- +$2.76B (+19.6%) vs. Q2 2024
- New holders
- 105
- 230 more added
- Sold out
- 42
- 178 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 3 | $0 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Bokf, NA | 2 | $520 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $526 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $527 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2 | $527 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 3 | $764 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $790 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $791 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3 | $791 | 0.00% | +3 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2 | $1.00K | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 4 | $1.05K | 0.00% | −1−20.0% | Reduced |
| HM Payson & Co | 4 | $1.05K | 0.00% | +4 | New |
| CVA Family Office, LLC | 5 | $1.32K | 0.00% | +2+66.7% | Added |
| GPS Wealth Strategies Group, LLC | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 10 | $2.52K | 0.00% | +5+100.0% | Added |
| WR Wealth Planners, LLC | 10 | $2.63K | 0.00% | −1−9.1% | Reduced |
| Trust Co | 11 | $2.90K | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 11 | $2.90K | 0.00% | +4+57.1% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $2.90K | 0.00% | +4+57.1% | Added |
| Sachetta, LLC | 12 | $3.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $3.16K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $3.16K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $3.16K | 0.00% | +7+140.0% | Added |
| MV Capital Management, Inc. | 14 | $3.69K | 0.00% | +1+7.7% | Added |
| Brown Brothers Harriman & Co | 14 | $3.69K | 0.00% | +14 | New |
| 1620 Investment Advisors, Inc. | 15 | $3.95K | 0.00% | −15−50.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 15 | $3.95K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 17 | $4.48K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $4.58K | 0.00% | −5−22.7% | Reduced |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 19 | $5.01K | 0.00% | +19 | New |
| Global Financial Private Client, LLC | 22 | $5.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $6.06K | 0.00% | +17+283.3% | Added |
| Webster Bank, N. A. | 24 | $6.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $6.32K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $6.59K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 26 | $6.85K | 0.00% | +26 | New |
| Versant Capital Management, Inc | 28 | $7.38K | 0.00% | −27−49.1% | Reduced |
| Frazier Financial Advisors, LLC | 29 | $7.64K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $8.17K | 0.00% | +9+40.9% | Added |
| Macroview Investment Management LLC | 31 | $8.17K | 0.01% | +31 | New |
| Larson Financial Group LLC | 34 | $8.96K | 0.00% | +34 | New |
| Hemington Wealth Management | 37 | $9.00K | 0.00% | +37 | New |
| Geneos Wealth Management Inc. | 36 | $9.48K | 0.00% | +36 | New |
| Oliver Lagore Vanvalin Investment Group | 37 | $9.75K | 0.00% | +6+19.4% | Added |
| Fortitude Family Office, LLC | 37 | $9.75K | 0.00% | +6+19.4% | Added |
| West Branch Capital LLC | 39 | $10.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 43 | $11.3K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 46 | $12.1K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49 | $12.9K | 0.00% | +1+2.1% | Added |
| Northwest Capital Management Inc | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $14.8K | 0.00% | +11+24.4% | Added |
| Whittier Trust Co | 57 | $15.0K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 60 | $15.8K | 0.00% | +60 | New |
| Covestor Ltd | 60 | $16.0K | 0.01% | −1,024−94.5% | Reduced |
| Aster Capital Management (DIFC) Ltd | 61 | $16.1K | 0.00% | +61 | New |
| Jones Financial Companies LLLP | 62 | $16.4K | 0.00% | +40+181.8% | Added |
| CNB Bank | 64 | $16.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $17.4K | 0.00% | +8+13.8% | Added |
| Harbour Investments, Inc. | 72 | $19.0K | 0.00% | +56+350.0% | Added |
| Contravisory Investment Management, Inc. | 72 | $19.0K | 0.00% | +72 | New |
| Clearstead Advisors, LLC | 73 | $19.2K | 0.00% | +73 | New |
| Global Retirement Partners, LLC | 82 | $21.6K | 0.00% | −11−11.8% | Reduced |
| Leonteq Securities AG | 83 | $21.9K | 0.00% | +44+112.8% | Added |
| Washington Trust Co | 90 | $23.7K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 92 | $24.4K | 0.00% | −2−2.1% | Reduced |
| Riverview Trust Co | 105 | $27.7K | 0.02% | +2+1.9% | Added |
| Private Trust Co NA | 108 | $28.5K | 0.00% | −26−19.4% | Reduced |
| Venturi Wealth Management, LLC | 109 | $28.7K | 0.00% | +16+17.2% | Added |
| Skopos Labs, Inc. | 125 | $32.9K | 0.01% | +125 | New |
| Smartleaf Asset Management LLC | 125 | $33.1K | 0.00% | +103+468.2% | Added |
| Massmutual Trust Co FSB | 126 | $33.2K | 0.00% | +9+7.7% | Added |
| Spire Wealth Management | 137 | $36.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 143 | $38.0K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 162 | $42.7K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 169 | $44.5K | 0.00% | −30−15.1% | Reduced |
| Rise Advisors, LLC | 172 | $45.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 177 | $46.6K | 0.00% | +141+391.7% | Added |
| Concord Wealth Partners | 188 | $49.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 190 | $50.1K | 0.00% | +12+6.7% | Added |
| AM Squared Ltd | 200 | $52.7K | 0.12% | +200 | New |
| Hantz Financial Services, Inc. | 203 | $53.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 215 | $56.6K | 0.00% | −14−6.1% | Reduced |
| Bryn Mawr Trust Co | 215 | $56.6K | 0.00% | +215 | New |
| Allworth Financial LP | 218 | $57.4K | 0.00% | −30−12.1% | Reduced |
| Global Trust Asset Management, LLC | 220 | $58.0K | 0.02% | +220 | New |
| SRS Capital Advisors, Inc. | 221 | $58.2K | 0.01% | +10+4.7% | Added |
| Ci Investments Inc. | 226 | $60.0K | 0.00% | +106+88.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 258 | $68.4K | 0.00% | +8+3.2% | Added |
| Lindbrook Capital, LLC | 264 | $69.6K | 0.01% | +40+17.9% | Added |
| Hanseatic Management Services Inc | 264 | $69.6K | 0.10% | +264 | New |
| Huntington National Bank | 265 | $69.8K | 0.00% | +172+184.9% | Added |
| EverSource Wealth Advisors, LLC | 268 | $70.6K | 0.00% | +182+211.6% | Added |
| Catalyst Funds Management Pty Ltd | 300 | $79.0K | 0.02% | +300 | New |