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, Q2 2025
Institutional positions in Burlington Stores, Inc. as of Jun 30, 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
- 508
- −30 vs. Q1 2025
- Shares held
- 69.8M
- +2.02M (+3.0%) vs. Q1 2025
- Total value
- $16.2B
- +$86.2M (+0.5%) vs. Q1 2025
- New holders
- 50
- 217 more added
- Sold out
- 80
- 189 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Burlington Stores, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Principia Wealth Advisory, LLC | 1 | $233 | 0.00% | −3−75.0% | Reduced |
| CoreCap Advisors, LLC | 1 | $233 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $233 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $233 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $233 | 0.00% | +1 | New |
| Pacer Advisors, Inc. | 2 | $465 | 0.00% | −3,326−99.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 2 | $465 | 0.00% | −7−77.8% | Reduced |
| Horizon Investments, LLC | 2 | $465 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 2 | $465 | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 2 | $465 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $466 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 2 | $466 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $697 | 0.00% | +1+50.0% | Added |
| Valued Wealth Advisors LLC | 3 | $698 | 0.00% | −3−50.0% | Reduced |
| CVA Family Office, LLC | 3 | $698 | 0.00% | −2−40.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $698 | 0.00% | +1+50.0% | Added |
| Parkworth Wealth Management, Inc. | 3 | $698 | 0.00% | +2+200.0% | Added |
| AdvisorNet Financial, Inc | 4 | $931 | 0.00% | −23−85.2% | Reduced |
| HM Payson & Co | 4 | $931 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 4 | $931 | 0.00% | +4 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | −1−14.3% | Reduced |
| Richardson Financial Services Inc. | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $1.16K | 0.00% | +1+25.0% | Added |
| SJS Investment Consulting Inc. | 5 | $1.16K | 0.00% | −2−28.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $1.40K | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 5 | $1.40K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.86K | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $1.86K | 0.00% | −3−27.3% | Reduced |
| Bell Investment Advisors, Inc | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $2.09K | 0.00% | 00.0% | Unchanged |
| Family CFO Inc | 10 | $2.33K | 0.00% | +10 | New |
| MV Capital Management, Inc. | 10 | $2.33K | 0.00% | −4−28.6% | Reduced |
| TD Private Client Wealth LLC | 12 | $2.79K | 0.00% | −15−55.6% | Reduced |
| Raffa Wealth Management, LLC | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $2.79K | 0.00% | +3+33.3% | Added |
| Cromwell Holdings LLC | 12 | $2.79K | 0.00% | +6+100.0% | Added |
| Rakuten Securities, Inc. | 16 | $3.72K | 0.00% | +16 | New |
| Sachetta, LLC | 17 | $3.96K | 0.00% | +5+41.7% | Added |
| NBC Securities, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 20 | $4.65K | 0.00% | −5−20.0% | Reduced |
| Larson Financial Group LLC | 20 | $4.65K | 0.00% | −38−65.5% | Reduced |
| NewSquare Capital LLC | 20 | $4.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $4.65K | 0.00% | +20 | New |
| High Note Wealth, LLC | 22 | $5.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $5.35K | 0.00% | −2−8.0% | Reduced |
| Frazier Financial Advisors, LLC | 29 | $6.75K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $6.98K | 0.00% | +21+233.3% | Added |
| CX Institutional | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 38 | $8.84K | 0.00% | −13−25.5% | Reduced |
| West Branch Capital LLC | 39 | $9.07K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 41 | $9.54K | 0.00% | −4−8.9% | Reduced |
| Meeder Asset Management Inc | 41 | $9.54K | 0.00% | −3−6.8% | Reduced |
| Fortitude Family Office, LLC | 42 | $9.77K | 0.00% | −46−52.3% | Reduced |
| Manchester Capital Management LLC | 46 | $10.7K | 0.00% | −1−2.1% | Reduced |
| Farmers & Merchants Investments Inc | 50 | $11.6K | 0.00% | +5+11.1% | Added |
| Whipplewood Advisors, LLC | 53 | $12.3K | 0.01% | −10−15.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 53 | $12.3K | 0.01% | +53 | New |
| Whittier Trust Co | 57 | $13.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 61 | $14.0K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 64 | $14.0K | 0.00% | +8+14.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 52 | $14.5K | 0.00% | +52 | New |
| CNB Bank | 64 | $14.9K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 64 | $14.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 75 | $17.4K | 0.00% | +5+7.1% | Added |
| Global Retirement Partners, LLC | 94 | $21.9K | 0.00% | +94 | New |
| Quest Partners LLC | 95 | $22.1K | 0.00% | +85+850.0% | Added |
| Private Trust Co NA | 97 | $22.4K | 0.00% | −11−10.2% | Reduced |
| Global Trust Asset Management, LLC | 100 | $23.3K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 102 | $23.7K | 0.00% | +45+78.9% | Added |
| Golden State Wealth Management, LLC | 104 | $24.2K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 104 | $24.2K | 0.00% | +104 | New |
| IFP Advisors, Inc | 0 | $24.2K | 0.00% | −89−100.0% | Reduced |
| Ci Investments Inc. | 106 | $25.0K | 0.00% | −9−7.8% | Reduced |
| Huntington National Bank | 115 | $26.8K | 0.00% | −159−58.0% | Reduced |
| Parkside Financial Bank & Trust | 119 | $27.7K | 0.00% | +25+26.6% | Added |
| Jones Financial Companies LLLP | 123 | $28.4K | 0.00% | +31+33.7% | Added |
| Rise Advisors, LLC | 125 | $29.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 135 | $31.4K | 0.00% | +123+1,025.0% | Added |
| WPG Advisers, LLC | 138 | $32.1K | 0.03% | +27+24.3% | Added |
| Roble, Belko & Company, Inc | 143 | $33.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 157 | $36.5K | 0.00% | +81+106.6% | Added |
| Geneos Wealth Management Inc. | 161 | $37.5K | 0.00% | +113+235.4% | Added |
| Allworth Financial LP | 185 | $43.0K | 0.00% | −4−2.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 186 | $43.3K | 0.01% | +133+250.9% | Added |
| Concord Wealth Partners | 188 | $43.7K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 195 | $45.4K | 0.00% | −243−55.5% | Reduced |
| Bryn Mawr Trust Co | 204 | $47.5K | 0.00% | +5+2.5% | Added |
| Smartleaf Asset Management LLC | 206 | $47.5K | 0.00% | +27+15.1% | Added |
| Optiver Holding B.V. | 209 | $48.6K | 0.00% | +209 | New |
| Massmutual Trust Co FSB | 218 | $50.7K | 0.00% | +8+3.8% | Added |
| Farther Finance Advisors, LLC | 222 | $51.6K | 0.00% | +174+362.5% | Added |
| Principal Securities, Inc. | 227 | $52.8K | 0.00% | +18+8.6% | Added |
| Parallel Advisors, LLC | 291 | $67.7K | 0.00% | −109−27.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 292 | $67.9K | 0.00% | +23+8.6% | Added |
| Nisa Investment Advisors, LLC | 340 | $79.1K | 0.00% | −85−20.0% | Reduced |
| Ofi Invest Asset Management | 433 | $85.8K | 0.00% | +184+73.9% | Added |
| Steward Partners Investment Advisory, LLC | 376 | $87.5K | 0.00% | +54+16.8% | Added |
| National Bank of Canada | 398 | $92.6K | 0.00% | +112+39.2% | Added |