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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 88 | $25.1K | 0.00% | +15+20.5% | Added |
| Leonteq Securities AG | 86 | $24.5K | 0.00% | +3+3.6% | Added |
| Jones Financial Companies LLLP | 85 | $24.2K | 0.00% | +23+37.1% | Added |
| Global Retirement Partners, LLC | 82 | $23.4K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 82 | $23.4K | 0.00% | −10−10.9% | Reduced |
| Contravisory Investment Management, Inc. | 72 | $20.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 69 | $19.7K | 0.00% | −3−4.2% | Reduced |
| CNB Bank | 64 | $18.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 57 | $16.2K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 46 | $13.1K | 0.03% | 00.0% | Unchanged |
| Hemington Wealth Management | 47 | $13.0K | 0.00% | +10+27.0% | Added |
| Quent Capital, LLC | 43 | $12.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 39 | $11.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 37 | $10.5K | 0.00% | +37 | New |
| Whipplewood Advisors, LLC | 36 | $10.3K | 0.01% | +36 | New |
| Elequin Capital LP | 35 | $9.98K | 0.00% | +35 | New |
| Larson Financial Group LLC | 33 | $9.41K | 0.00% | −1−2.9% | Reduced |
| Golden State Wealth Management, LLC | 29 | $8.27K | 0.00% | +29 | New |
| Frazier Financial Advisors, LLC | 29 | $8.26K | 0.01% | 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 |
| Whittier Trust Co of Nevada Inc | 25 | $7.13K | 0.00% | 00.0% | Unchanged |
| 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 |
| High Note Wealth, LLC | 22 | $6.27K | 0.00% | +22 | New |
| Smithfield Trust Co | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 21 | $5.99K | 0.00% | −5,187−99.6% | Reduced |
| Capital Advisors, Ltd. LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 16 | $4.56K | 0.00% | +16 | New |
| Valued Wealth Advisors LLC | 15 | $4.28K | 0.00% | +12+400.0% | Added |
| Avalon Trust Co | 15 | $4.28K | 0.00% | +15 | New |
| Brown Brothers Harriman & Co | 14 | $3.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $3.71K | 0.00% | +1+8.3% | Added |
| MV Capital Management, Inc. | 13 | $3.71K | 0.00% | −1−7.1% | Reduced |
| 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 |
| Trust Co | 11 | $3.14K | 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 |
| Tortoise Investment Management, LLC | 9 | $2.57K | 0.00% | 00.0% | Unchanged |
| 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 |
| Horizon Investments, LLC | 8 | $2.28K | 0.00% | +8 | New |
| Continuum Advisory, LLC | 7 | $2.00K | 0.00% | −10−58.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7 | $2.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $1.71K | 0.00% | −5−45.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $1.71K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $1.71K | 0.00% | +6 | New |
| 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 |
| HM Payson & Co | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $1.14K | 0.00% | +4 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Cornerstone Planning Group LLC | 3 | $857 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $855 | 0.00% | −2−40.0% | Reduced |
| PEAK6 LLC | 2 | $694 | 0.00% | +2 | New |
| Proequities, Inc. | 2 | $577 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $571 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $571 | 0.00% | +2 | New |
| NewSquare Capital LLC | 2 | $570 | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 2 | $570 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $296 | 0.00% | +2 | New |
| HHM Wealth Advisors, LLC | 1 | $286 | 0.00% | +1 | New |
| 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 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −309,366−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −165,283−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −89,917−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −72,482−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −58,734−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −52,418−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −28,322−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,405−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −14,335−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −13,683−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,937−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −8,247−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,073−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,385−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,958−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,604−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,197−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −4,843−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −4,080−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −3,687−100.0% | Sold out |
| Bank of Hawaii | 0 | $0 | 0.00% | −3,211−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,118−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −3,116−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,091−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |