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 |
|---|---|---|---|---|---|
| Skopos Labs, Inc. | 125 | $32.9K | 0.01% | +125 | New |
| Venturi Wealth Management, LLC | 109 | $28.7K | 0.00% | +16+17.2% | Added |
| Private Trust Co NA | 108 | $28.5K | 0.00% | −26−19.4% | Reduced |
| Riverview Trust Co | 105 | $27.7K | 0.02% | +2+1.9% | Added |
| Coppell Advisory Solutions LLC | 92 | $24.4K | 0.00% | −2−2.1% | Reduced |
| Washington Trust Co | 90 | $23.7K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 83 | $21.9K | 0.00% | +44+112.8% | Added |
| Global Retirement Partners, LLC | 82 | $21.6K | 0.00% | −11−11.8% | Reduced |
| Clearstead Advisors, LLC | 73 | $19.2K | 0.00% | +73 | New |
| Harbour Investments, Inc. | 72 | $19.0K | 0.00% | +56+350.0% | Added |
| Contravisory Investment Management, Inc. | 72 | $19.0K | 0.00% | +72 | New |
| Farther Finance Advisors, LLC | 66 | $17.4K | 0.00% | +8+13.8% | Added |
| CNB Bank | 64 | $16.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 62 | $16.4K | 0.00% | +40+181.8% | Added |
| Aster Capital Management (DIFC) Ltd | 61 | $16.1K | 0.00% | +61 | New |
| Covestor Ltd | 60 | $16.0K | 0.01% | −1,024−94.5% | Reduced |
| Erste Asset Management GmbH | 60 | $15.8K | 0.00% | +60 | New |
| Whittier Trust Co | 57 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $14.8K | 0.00% | +11+24.4% | Added |
| Northwest Capital Management Inc | 50 | $13.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 49 | $12.9K | 0.00% | +1+2.1% | Added |
| LGT Financial Advisors LLC | 46 | $12.1K | 0.03% | 00.0% | Unchanged |
| Quent Capital, LLC | 43 | $11.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 39 | $10.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Geneos Wealth Management Inc. | 36 | $9.48K | 0.00% | +36 | New |
| Hemington Wealth Management | 37 | $9.00K | 0.00% | +37 | New |
| Larson Financial Group LLC | 34 | $8.96K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 31 | $8.17K | 0.00% | +9+40.9% | Added |
| Macroview Investment Management LLC | 31 | $8.17K | 0.01% | +31 | New |
| Frazier Financial Advisors, LLC | 29 | $7.64K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $7.38K | 0.00% | −27−49.1% | Reduced |
| Ashton Thomas Securities, LLC | 26 | $6.85K | 0.00% | +26 | New |
| Whittier Trust Co of Nevada Inc | 25 | $6.59K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 24 | $6.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $6.32K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $6.06K | 0.00% | +17+283.3% | Added |
| Global Financial Private Client, LLC | 22 | $5.80K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 19 | $5.01K | 0.00% | +19 | New |
| 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 |
| Continuum Advisory, LLC | 17 | $4.58K | 0.00% | −5−22.7% | Reduced |
| Hobbs Group Advisors, LLC | 17 | $4.48K | 0.00% | 00.0% | Unchanged |
| 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 |
| MV Capital Management, Inc. | 14 | $3.69K | 0.00% | +1+7.7% | Added |
| Brown Brothers Harriman & Co | 14 | $3.69K | 0.00% | +14 | New |
| 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 |
| 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 |
| Trust Co | 11 | $2.90K | 0.00% | +11 | New |
| WR Wealth Planners, LLC | 10 | $2.63K | 0.00% | −1−9.1% | Reduced |
| Richardson Financial Services Inc. | 10 | $2.52K | 0.00% | +5+100.0% | Added |
| Tortoise Investment Management, LLC | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $2.11K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 6 | $1.58K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.32K | 0.00% | +2+66.7% | Added |
| AdvisorNet Financial, Inc | 4 | $1.05K | 0.00% | −1−20.0% | Reduced |
| HM Payson & Co | 4 | $1.05K | 0.00% | +4 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 2 | $1.00K | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $791 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3 | $791 | 0.00% | +3 | New |
| Claris Advisors, LLC | 3 | $790 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $764 | 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 |
| Proequities, Inc. | 2 | $526 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2 | $520 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Penserra Capital Management LLC | 3 | $0 | 0.00% | +3 | New |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −824,618−100.0% | Sold out |
| ThornTree Capital Partners LP | 0 | $0 | 0.00% | −76,479−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −61,358−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −57,085−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −30,500−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −8,012−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,626−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −7,950−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −5,109−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −4,579−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,316−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,787−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −1,642−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,304−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,141−100.0% | Sold out |