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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 1,086 | $309.6K | 0.01% | +1,086 | New |
| Coldstream Capital Management Inc | 1,076 | $306.7K | 0.01% | +169+18.6% | Added |
| Panagora Asset Management Inc | 1,058 | $301.6K | 0.00% | −3,440−76.5% | Reduced |
| HighPoint Advisor Group LLC | 1,180 | $301.0K | 0.02% | −68−5.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 1,051 | $299.6K | 0.07% | +42+4.2% | Added |
| Resources Investment Advisors, LLC. | 1,049 | $299.0K | 0.00% | +22+2.1% | Added |
| Sterling Capital Management LLC | 1,025 | $292.2K | 0.00% | −131−11.3% | Reduced |
| Forum Financial Management, LP | 991 | $282.5K | 0.00% | +991 | New |
| Greenleaf Trust | 989 | $281.9K | 0.00% | +34+3.6% | Added |
| GWM Advisors LLC | 947 | $270.0K | 0.00% | +83+9.6% | Added |
| Callan Family Office, LLC | 945 | $269.4K | 0.02% | +945 | New |
| Cambridge Investment Research Advisors, Inc. | 944 | $269.0K | 0.00% | −212−18.3% | Reduced |
| Belpointe Asset Management LLC | 997 | $267.4K | 0.02% | +997 | New |
| Versor Investments LP | 937 | $267.1K | 0.05% | −3,863−80.5% | Reduced |
| HB Wealth Management, LLC | 928 | $264.5K | 0.00% | +928 | New |
| Dorsey & Whitney Trust CO LLC | 924 | $263.4K | 0.01% | +1+0.1% | Added |
| GAMMA Investing LLC | 907 | $258.5K | 0.02% | +395+77.1% | Added |
| Capital Wealth Planning, LLC | 905 | $258.0K | 0.00% | −541−37.4% | Reduced |
| Challenger Wealth Management | 900 | $256.6K | 0.22% | +900 | New |
| Schechter Investment Advisors, LLC | 898 | $256.0K | 0.02% | +16+1.8% | Added |
| Robeco Institutional Asset Management B.V. | 893 | $254.6K | 0.00% | −30,019−97.1% | Reduced |
| Metis Global Partners, LLC | 867 | $247.1K | 0.01% | +48+5.9% | Added |
| Northwestern Mutual Wealth Management Co | 863 | $246.0K | 0.00% | +30+3.6% | Added |
| Claret Asset Management Corp | 855 | $244.0K | 0.04% | +6+0.7% | Added |
| Kestra Advisory Services, LLC | 846 | $241.2K | 0.00% | +76+9.9% | Added |
| Sagespring Wealth Partners, LLC | 841 | $239.7K | 0.01% | +841 | New |
| Snowden Capital Advisors LLC | 834 | $237.7K | 0.01% | −193−18.8% | Reduced |
| Covestor Ltd | 792 | $226.0K | 0.14% | +732+1,220.0% | Added |
| Flagship Harbor Advisors, LLC | 784 | $223.5K | 0.01% | +784 | New |
| Thoroughbred Financial Services, LLC | 780 | $222.0K | 0.01% | −15−1.9% | Reduced |
| Two Sigma Securities, LLC | 770 | $219.5K | 0.04% | −2,344−75.3% | Reduced |
| QRG Capital Management, Inc. | 770 | $219.5K | 0.00% | +770 | New |
| Norden Group LLC | 765 | $218.1K | 0.02% | +765 | New |
| Chevy Chase Trust Holdings, Inc. | 761 | $216.9K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 740 | $210.9K | 0.00% | −114−13.3% | Reduced |
| Aaron Wealth Advisors | 737 | $210.1K | 0.02% | +737 | New |
| V-Square Quantitative Management LLC | 734 | $209.2K | 0.03% | +12+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 732 | $208.7K | 0.01% | −76−9.4% | Reduced |
| Genesis Private Wealth, LLC | 720 | $205.2K | 0.11% | +720 | New |
| Siemens Fonds Invest GmbH | 717 | $204.2K | 0.02% | +717 | New |
| Assetmark, Inc | 712 | $203.0K | 0.00% | +64+9.9% | Added |
| CIBC Private Wealth Group, LLC | 709 | $202.7K | 0.00% | +177+33.3% | Added |
| Ostrum Asset Management | 684 | $195.0K | 0.02% | −29−4.1% | Reduced |
| Eastern Bank | 675 | $192.4K | 0.00% | −119−15.0% | Reduced |
| Signaturefd, LLC | 628 | $179.0K | 0.00% | −101−13.9% | Reduced |
| Oarsman Capital, Inc. | 622 | $177.3K | 0.03% | −7−1.1% | Reduced |
| Archer Investment Corp | 570 | $162.5K | 0.04% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 533 | $151.9K | 0.00% | −8−1.5% | Reduced |
| Fourth Dimension Wealth, LLC | 530 | $151.1K | 0.08% | +530 | New |
| Advisors Asset Management, Inc. | 516 | $147.1K | 0.00% | −528−50.6% | Reduced |
| Headlands Technologies LLC | 503 | $143.4K | 0.01% | −1,179−70.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 500 | $142.4K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 469 | $133.6K | 0.04% | −2,685−85.1% | Reduced |
| Natixis | 445 | $126.9K | 0.00% | −12,395−96.5% | Reduced |
| Fifth Third Bancorp | 429 | $122.3K | 0.00% | −19−4.2% | Reduced |
| Nisa Investment Advisors, LLC | 425 | $121.2K | 0.00% | −4,145−90.7% | Reduced |
| Parallel Advisors, LLC | 377 | $107.5K | 0.00% | +48+14.6% | Added |
| R Squared Ltd | 357 | $101.8K | 0.10% | +357 | New |
| State of Wyoming | 347 | $98.9K | 0.01% | −496−58.8% | Reduced |
| Loomis Sayles & Co L P | 330 | $94.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 317 | $90.4K | 0.01% | +49+18.3% | Added |
| Hanseatic Management Services Inc | 295 | $84.1K | 0.11% | +31+11.7% | Added |
| Umb Bank N A | 295 | $84.1K | 0.00% | +118+66.7% | Added |
| National Bank of Canada | 290 | $82.8K | 0.00% | −28,680−99.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 290 | $82.7K | 0.00% | +75+34.9% | Added |
| AlphaCentric Advisors LLC | 281 | $80.1K | 0.08% | −49−14.8% | Reduced |
| Lindbrook Capital, LLC | 269 | $76.7K | 0.01% | +5+1.9% | Added |
| SRS Capital Advisors, Inc. | 269 | $76.7K | 0.00% | +48+21.7% | Added |
| Venturi Wealth Management, LLC | 268 | $76.4K | 0.00% | +159+145.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 264 | $75.3K | 0.00% | +264 | New |
| Ronald Blue Trust, Inc. | 259 | $73.8K | 0.00% | −388−60.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 256 | $72.9K | 0.00% | −2−0.8% | Reduced |
| GeoWealth Management, LLC | 240 | $68.4K | 0.00% | −91−27.5% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 231 | $65.8K | 0.04% | +231 | New |
| Huntington National Bank | 220 | $62.7K | 0.00% | −45−17.0% | Reduced |
| Versant Capital Management, Inc | 219 | $62.4K | 0.01% | +191+682.1% | Added |
| Allworth Financial LP | 209 | $60.4K | 0.00% | −9−4.1% | Reduced |
| Principal Securities, Inc. | 209 | $59.6K | 0.00% | +19+10.0% | Added |
| Bryn Mawr Trust Co | 207 | $59.0K | 0.00% | −8−3.7% | Reduced |
| Hantz Financial Services, Inc. | 203 | $58.0K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 200 | $57.0K | 0.02% | −20−9.1% | Reduced |
| Concord Wealth Partners | 188 | $53.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 186 | $53.0K | 0.01% | +61+48.8% | Added |
| WPG Advisers, LLC | 179 | $51.0K | 0.05% | +179 | New |
| Rise Advisors, LLC | 172 | $49.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 172 | $49.0K | 0.00% | +46+36.5% | Added |
| Mather Group, LLC. | 169 | $48.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 162 | $46.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 144 | $41.0K | 0.01% | +88+157.1% | Added |
| Roble, Belko & Company, Inc | 143 | $41.0K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 139 | $39.6K | 0.01% | +14+11.2% | Added |
| Spire Wealth Management | 137 | $39.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 135 | $38.5K | 0.00% | +69+104.5% | Added |
| Ci Investments Inc. | 119 | $34.0K | 0.00% | −107−47.3% | Reduced |
| Stonebridge Financial Group, LLC | 110 | $31.4K | 0.00% | +110 | New |
| Private Trust Co NA | 108 | $30.8K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 105 | $29.9K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 92 | $26.2K | 0.01% | +55+148.6% | Added |
| Washington Trust Co | 90 | $25.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 89 | $25.4K | 0.00% | +40+81.6% | Added |