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 2024
Institutional positions in Burlington Stores, Inc. as of Dec 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
- 572
- +5 vs. Q3 2024
- Shares held
- 67.2M
- +3.18M (+5.0%) vs. Q3 2024
- Total value
- $19.1B
- +$2.32B (+13.8%) vs. Q3 2024
- New holders
- 84
- 207 more added
- Sold out
- 79
- 214 more reduced
9 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Activest Wealth Management | 1 | $285 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $285 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $285 | 0.00% | +1 | New |
| HHM Wealth Advisors, LLC | 1 | $286 | 0.00% | +1 | New |
| Winnow Wealth LLC | 2 | $296 | 0.00% | +2 | New |
| NewSquare Capital LLC | 2 | $570 | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 2 | $570 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $571 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $571 | 0.00% | +2 | New |
| Proequities, Inc. | 2 | $577 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $694 | 0.00% | +2 | New |
| CVA Family Office, LLC | 3 | $855 | 0.00% | −2−40.0% | Reduced |
| Cornerstone Planning Group LLC | 3 | $857 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| AdvisorNet Financial, Inc | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $1.14K | 0.00% | +4 | New |
| HM Payson & Co | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5 | $1.43K | 0.00% | −5−50.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 5 | $1.43K | 0.00% | +5 | New |
| GPS Wealth Strategies Group, LLC | 6 | $1.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $1.71K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $1.71K | 0.00% | −5−45.5% | Reduced |
| Continuum Advisory, LLC | 7 | $2.00K | 0.00% | −10−58.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Horizon Investments, LLC | 8 | $2.28K | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $2.28K | 0.00% | −15−65.2% | Reduced |
| Bell Investment Advisors, Inc | 8 | $2.28K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $2.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $2.85K | 0.00% | −1−9.1% | Reduced |
| SBI Securities Co., Ltd. | 10 | $2.85K | 0.00% | +10 | New |
| Family CFO Inc | 10 | $2.85K | 0.00% | +10 | New |
| Trust Co | 11 | $3.14K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 12 | $3.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $3.42K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $3.42K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 12 | $3.42K | 0.00% | +2+20.0% | Added |
| MV Capital Management, Inc. | 13 | $3.71K | 0.00% | −1−7.1% | Reduced |
| Sachetta, LLC | 13 | $3.71K | 0.00% | +1+8.3% | Added |
| Brown Brothers Harriman & Co | 14 | $3.99K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $4.28K | 0.00% | +12+400.0% | Added |
| Avalon Trust Co | 15 | $4.28K | 0.00% | +15 | New |
| MAI Capital Management | 16 | $4.56K | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 21 | $5.99K | 0.00% | −5,187−99.6% | Reduced |
| Smithfield Trust Co | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 22 | $6.27K | 0.00% | +22 | New |
| Geneos Wealth Management Inc. | 24 | $6.84K | 0.00% | −12−33.3% | Reduced |
| Webster Bank, N. A. | 24 | $6.84K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $6.84K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 24 | $6.84K | 0.00% | +24 | New |
| Whittier Trust Co of Nevada Inc | 25 | $7.13K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 25 | $7.13K | 0.00% | −6−19.4% | Reduced |
| Global Financial Private Client, LLC | 25 | $7.13K | 0.00% | +3+13.6% | Added |
| Frazier Financial Advisors, LLC | 29 | $8.26K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 29 | $8.27K | 0.00% | +29 | New |
| Larson Financial Group LLC | 33 | $9.41K | 0.00% | −1−2.9% | Reduced |
| Elequin Capital LP | 35 | $9.98K | 0.00% | +35 | New |
| Whipplewood Advisors, LLC | 36 | $10.3K | 0.01% | +36 | New |
| Colonial Trust Co | 37 | $10.5K | 0.00% | +37 | New |
| West Branch Capital LLC | 39 | $11.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 43 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 47 | $13.0K | 0.00% | +10+27.0% | Added |
| LGT Financial Advisors LLC | 46 | $13.1K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 57 | $16.2K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 64 | $18.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 69 | $19.7K | 0.00% | −3−4.2% | Reduced |
| Contravisory Investment Management, Inc. | 72 | $20.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 82 | $23.4K | 0.00% | −10−10.9% | Reduced |
| Global Retirement Partners, LLC | 82 | $23.4K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 85 | $24.2K | 0.00% | +23+37.1% | Added |
| Leonteq Securities AG | 86 | $24.5K | 0.00% | +3+3.6% | Added |
| Clearstead Advisors, LLC | 88 | $25.1K | 0.00% | +15+20.5% | Added |
| IFP Advisors, Inc | 89 | $25.4K | 0.00% | +40+81.6% | Added |
| Washington Trust Co | 90 | $25.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 92 | $26.2K | 0.01% | +55+148.6% | Added |
| Riverview Trust Co | 105 | $29.9K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 108 | $30.8K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 110 | $31.4K | 0.00% | +110 | New |
| Ci Investments Inc. | 119 | $34.0K | 0.00% | −107−47.3% | Reduced |
| Farther Finance Advisors, LLC | 135 | $38.5K | 0.00% | +69+104.5% | Added |
| Spire Wealth Management | 137 | $39.1K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 139 | $39.6K | 0.01% | +14+11.2% | Added |
| Roble, Belko & Company, Inc | 143 | $41.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 144 | $41.0K | 0.01% | +88+157.1% | Added |
| ORG Partners LLC | 162 | $46.2K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 169 | $48.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 172 | $49.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 172 | $49.0K | 0.00% | +46+36.5% | Added |
| WPG Advisers, LLC | 179 | $51.0K | 0.05% | +179 | New |
| Smartleaf Asset Management LLC | 186 | $53.0K | 0.01% | +61+48.8% | Added |
| Concord Wealth Partners | 188 | $53.6K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $57.0K | 0.02% | −20−9.1% | Reduced |
| Hantz Financial Services, Inc. | 203 | $58.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 207 | $59.0K | 0.00% | −8−3.7% | Reduced |
| Principal Securities, Inc. | 209 | $59.6K | 0.00% | +19+10.0% | Added |
| Allworth Financial LP | 209 | $60.4K | 0.00% | −9−4.1% | Reduced |
| Versant Capital Management, Inc | 219 | $62.4K | 0.01% | +191+682.1% | Added |
| Huntington National Bank | 220 | $62.7K | 0.00% | −45−17.0% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 231 | $65.8K | 0.04% | +231 | New |
| GeoWealth Management, LLC | 240 | $68.4K | 0.00% | −91−27.5% | Reduced |