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, Q1 2025
Institutional positions in Burlington Stores, Inc. as of Mar 31, 2025. 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
- 545
- −16 vs. Q4 2024
- Shares held
- 67.8M
- +1.05M (+1.6%) vs. Q4 2024
- Total value
- $16.2B
- −$2.87B (−15.1%) vs. Q4 2024
- New holders
- 65
- 200 more added
- Sold out
- 81
- 222 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CoreCap Advisors, LLC | 1 | $238 | 0.00% | −5−83.3% | Reduced |
| Parkworth Wealth Management, Inc. | 1 | $238 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $238 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $239 | 0.00% | −1−50.0% | Reduced |
| Winnow Wealth LLC | 2 | $368 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $476 | 0.00% | +2 | New |
| MPWM Advisory Solutions, LLC | 2 | $477 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $477 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $485 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 4 | $953 | 0.00% | +4 | New |
| HM Payson & Co | 4 | $954 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $954 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $987 | 0.00% | +3+300.0% | Added |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 5 | $1.09K | 0.00% | +2+66.7% | Added |
| Richardson Financial Services Inc. | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.19K | 0.00% | +2+66.7% | Added |
| Valued Wealth Advisors LLC | 6 | $1.43K | 0.00% | −9−60.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $1.43K | 0.00% | +6 | New |
| Continuum Advisory, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7 | $1.67K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $1.67K | 0.00% | +1+16.7% | Added |
| Bell Investment Advisors, Inc | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $2.15K | 0.00% | −1−10.0% | Reduced |
| Tortoise Investment Management, LLC | 9 | $2.15K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 9 | $2.15K | 0.00% | +2+28.6% | Added |
| Bare Financial Services, Inc | 9 | $2.15K | 0.00% | +9 | New |
| Quent Capital, LLC | 10 | $2.38K | 0.00% | −33−76.7% | Reduced |
| Quest Partners LLC | 10 | $2.38K | 0.00% | −11−52.4% | Reduced |
| Trust Co | 11 | $2.62K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $2.62K | 0.00% | +3+37.5% | Added |
| SRS Capital Advisors, Inc. | 12 | $2.86K | 0.00% | −257−95.5% | Reduced |
| Sachetta, LLC | 12 | $2.86K | 0.00% | −1−7.7% | Reduced |
| Raffa Wealth Management, LLC | 12 | $2.86K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $2.86K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $2.86K | 0.00% | +11+1,100.0% | Added |
| MV Capital Management, Inc. | 14 | $3.34K | 0.00% | +1+7.7% | Added |
| Capital Advisors, Ltd. LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| Whipplewood Advisors, LLC | 63 | $4.29K | 0.00% | +27+75.0% | Added |
| Nova Wealth Management, Inc. | 19 | $4.53K | 0.00% | +19 | New |
| NewSquare Capital LLC | 20 | $4.77K | 0.00% | +18+900.0% | Added |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 22 | $5.24K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 24 | $5.72K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 24 | $5.72K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $5.96K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 25 | $5.96K | 0.03% | +25 | New |
| JFS Wealth Advisors, LLC | 25 | $5.96K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 27 | $6.43K | 0.00% | +15+125.0% | Added |
| AdvisorNet Financial, Inc | 27 | $6.43K | 0.00% | +23+575.0% | Added |
| Frazier Financial Advisors, LLC | 29 | $6.91K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 29 | $7.00K | 0.00% | +29 | New |
| CX Institutional | 29 | $7.00K | 0.00% | +29 | New |
| Global Financial Private Client, LLC | 31 | $7.39K | 0.00% | +6+24.0% | Added |
| West Branch Capital LLC | 39 | $9.29K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 44 | $10.5K | 0.00% | −18,760−99.8% | Reduced |
| GWM Advisors LLC | 45 | $10.7K | 0.00% | −902−95.2% | Reduced |
| Farmers & Merchants Investments Inc | 45 | $10.7K | 0.00% | +21+87.5% | Added |
| Wayfinding Financial, LLC | 48 | $11.0K | 0.00% | +48 | New |
| Manchester Capital Management LLC | 47 | $11.2K | 0.00% | +45+2,250.0% | Added |
| Geneos Wealth Management Inc. | 48 | $11.4K | 0.00% | +24+100.0% | Added |
| Farther Finance Advisors, LLC | 48 | $11.6K | 0.00% | −87−64.4% | Reduced |
| Bank of Jackson Hole Trust | 48 | $12.0K | 0.01% | +48 | New |
| South State Corp. | 51 | $12.2K | 0.00% | +51 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 53 | $12.6K | 0.00% | +53 | New |
| Hemington Wealth Management | 56 | $13.0K | 0.00% | +9+19.1% | Added |
| Whittier Trust Co | 57 | $13.6K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 57 | $13.6K | 0.00% | +41+256.3% | Added |
| Larson Financial Group LLC | 58 | $13.8K | 0.00% | +25+75.8% | Added |
| Covestor Ltd | 61 | $15.0K | 0.01% | −731−92.3% | Reduced |
| CNB Bank | 64 | $15.3K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 64 | $15.3K | 0.00% | +64 | New |
| Harbour Investments, Inc. | 70 | $16.7K | 0.00% | +1+1.4% | Added |
| Contravisory Investment Management, Inc. | 72 | $17.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 76 | $18.1K | 0.00% | −12−13.6% | Reduced |
| Fortitude Family Office, LLC | 88 | $21.0K | 0.01% | −4−4.3% | Reduced |
| IFP Advisors, Inc | 89 | $21.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 92 | $21.9K | 0.00% | +7+8.2% | Added |
| Parkside Financial Bank & Trust | 94 | $22.4K | 0.00% | −50−34.7% | Reduced |
| Global Trust Asset Management, LLC | 100 | $23.8K | 0.01% | −100−50.0% | Reduced |
| Riverview Trust Co | 103 | $24.5K | 0.02% | −2−1.9% | Reduced |
| Golden State Wealth Management, LLC | 104 | $24.8K | 0.00% | +75+258.6% | Added |
| Private Trust Co NA | 108 | $25.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 111 | $26.5K | 0.02% | −68−38.0% | Reduced |
| Ci Investments Inc. | 115 | $27.0K | 0.00% | −4−3.4% | Reduced |
| Stonebridge Financial Group, LLC | 114 | $27.2K | 0.00% | +4+3.6% | Added |
| Rise Advisors, LLC | 125 | $29.8K | 0.01% | −47−27.3% | Reduced |
| Roble, Belko & Company, Inc | 143 | $34.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 169 | $40.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 189 | $41.8K | 0.00% | −20−9.6% | Reduced |
| Smartleaf Asset Management LLC | 179 | $42.5K | 0.00% | −7−3.8% | Reduced |
| Concord Wealth Partners | 188 | $44.8K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 189 | $45.0K | 0.01% | −158−45.5% | Reduced |
| Bryn Mawr Trust Co | 199 | $47.4K | 0.00% | −8−3.9% | Reduced |
| Skopos Labs, Inc. | 206 | $49.1K | 0.01% | +67+48.2% | Added |
| Massmutual Trust Co FSB | 210 | $50.0K | 0.00% | +38+22.1% | Added |
| Sterling Capital Management LLC | 213 | $50.8K | 0.00% | −812−79.2% | Reduced |
| Hantz Financial Services, Inc. | 221 | $53.0K | 0.00% | +18+8.9% | Added |