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 |
|---|---|---|---|---|---|
| High Note Wealth, LLC | 22 | $5.24K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $4.77K | 0.00% | +18+900.0% | Added |
| Nova Wealth Management, Inc. | 19 | $4.53K | 0.00% | +19 | New |
| Whipplewood Advisors, LLC | 63 | $4.29K | 0.00% | +27+75.0% | Added |
| Capital Advisors, Ltd. LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| MV Capital Management, Inc. | 14 | $3.34K | 0.00% | +1+7.7% | 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 |
| Trust Co | 11 | $2.62K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $2.62K | 0.00% | +3+37.5% | Added |
| Quent Capital, LLC | 10 | $2.38K | 0.00% | −33−76.7% | Reduced |
| Quest Partners LLC | 10 | $2.38K | 0.00% | −11−52.4% | Reduced |
| 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 |
| Bell Investment Advisors, Inc | 8 | $1.91K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.67K | 0.00% | +1+16.7% | Added |
| Continuum Advisory, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 7 | $1.67K | 0.00% | +7 | New |
| 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 |
| 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 |
| Cornerstone Planning Group LLC | 5 | $1.09K | 0.00% | +2+66.7% | Added |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $987 | 0.00% | +3+300.0% | Added |
| HM Payson & Co | 4 | $954 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 4 | $954 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 4 | $953 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 2 | $485 | 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 |
| Bay Harbor Wealth Management, LLC | 2 | $476 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $368 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $239 | 0.00% | −1−50.0% | Reduced |
| 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 |
| Proequities, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −362,575−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −80,374−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −57,750−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −40,335−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,796−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −18,871−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −16,327−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −14,102−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −12,119−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −11,162−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −10,289−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,379−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −8,911−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −8,357−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −7,518−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −6,504−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,772−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,554−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,448−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −4,675−100.0% | Sold out |
| Panoramic Capital, LLC | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Kiker Wealth Management, LLC | 0 | $0 | 0.00% | −3,677−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,219−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −2,339−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −2,329−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,879−100.0% | Sold out |
| Argentarii, LLC | 0 | $0 | 0.00% | −1,691−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −1,361−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −1,291−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −997−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −898−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −770−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −765−100.0% | Sold out |