BURFORD CAPITAL LIMITED (BUR)
Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.
Institutions report 147,308,855 shares against 219,584,503 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | $4.9B | 5,240,892? | 1.62% | 23q | |
| AMERIPRISE FINANCIAL INC | $75.7M | 18,474,414 | 0.02% | 23q | +50.0%+$25.2M |
| BlackRock, Inc. | $71.1M | 17,349,811 | 0.00% | 8q | +9.9%+$6.4M |
| Orbis Allan Gray Ltd | $60.2M | 14,673,240 | 0.21% | 23q | +12.7%+$6.8M |
| Pictet North America Advisors SA | $31.3M | 7,647,727 | 2.76% | 22q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $25.7M | 6,268,451 | 0.01% | 8q | +801.4%+$22.8M |
| Invesco Ltd. | $19.6M | 4,778,963 | 0.00% | 18q | -13.6%-$3.1M |
| M&G PLC | $18.3M | 4,517,728 | 0.09% | 10q | +173.2%+$11.6M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $17.9M | 4,363,019 | 0.05% | 12q | +40.6%+$5.2M |
| COOKE & BIELER LP | $15.5M | 3,781,152 | 0.18% | 6q | -33.3%-$7.8M |
| STATE STREET CORP | $15.5M | 3,778,177 | 0.00% | 9q | +6.4%+$928.6K |
| D. E. Shaw & Co., Inc. | $14.7M | 3,577,247 | 0.01% | 3q | +269.6%+$10.7M |
| Greenhaven Road Investment Management, L.P. | $12.5M | 3,042,947 | 8.10% | 14q | +42.2%+$3.7M |
| Aberdeen Group plc | $11.2M | 2,731,183 | 0.02% | 5q | +1.8%+$203.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $10.8M | 2,632,387 | 0.00% | 9q | +8.5%+$849.7K |
| MORGAN STANLEY | $9.3M | 2,266,275 | 0.00% | 23q | +13.1%+$1.1M |
| DG Capital Management, LLC | $9.2M | 2,244,180 | 1.94% | 15q | +2295.5%+$8.8M |
| BARCLAYS PLC | $7.9M | 1,921,501 | 0.00% | 18q | -64.2%-$14.1M |
| Bandera Partners LLC | $7.2M | 1,756,762 | 2.54% | 20q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7.0M | 1,714,844 | 0.00% | 2q | +5.8%+$382.9K |
| NORTHERN TRUST CORP | $6.7M | 1,624,822 | 0.00% | 9q | +14.2%+$829.7K |
| Mithaq Capital SPC | $6.1M | 1,494,749 | 3.00% | 11q | HELD |
| UBS Group AG | $5.8M | 1,412,147 | 0.00% | 13q | +242.1%+$4.1M |
| MILLENNIUM MANAGEMENT LLC | $5.7M | 1,398,688 | 0.00% | 7q | -7.6%-$469.3K |
| CITADEL ADVISORS LLC | $5.3M incl. $1.3M options CALL+PUT | 975,933 | 0.00% | 23q | -23.2%-$1.6M |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $5.1M | 1,251,348 | 0.15% | 2q | +154.1%+$3.1M |
| Solas Capital Management, LLC | $5.0M | 1,210,944 | 2.66% | 2q | +23.4%+$943.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.9M | 1,195,317 | 0.09% | 3q | -8.9%-$476.8K |
| GOLDMAN SACHS GROUP INC | $4.8M incl. $1.7M options PUT | 745,990 | 0.00% | 23q | -34.4%-$2.5M |
| RENAISSANCE TECHNOLOGIES LLC | $4.8M | 1,161,900 | 0.01% | 9q | +21.2%+$833.9K |
| BANK OF AMERICA CORP /DE/ | $4.3M | 1,040,512 | 0.00% | 23q | +61.8%+$1.6M |
| Trexquant Investment LP | $4.2M | 1,018,768 | 0.02% | 7q | +892.8%+$3.8M |
| HighTower Advisors, LLC | $3.9M | 959,173 | 0.00% | 23q | HELD |
| HRT FINANCIAL LP | $3.8M | 922,612 | 0.01% | 2q | +128.9%+$2.1M |
| Legal & General Group Plc | $3.6M | 881,954 | 0.00% | 10q | +77.9%+$1.6M |
| Point72 Asset Management, L.P. | $3.6M | 873,318 | 0.00% | 4q | HELD |
| Claar Advisors LLC | $3.4M | 839,708 | 1.11% | 12q | HELD |
| Empowered Funds, LLC | $3.3M | 805,817 | 0.02% | 3q | +5.8%+$181.3K |
| Nuveen, LLC | $2.7M | 647,921 | 0.00% | 6q | +4.1%+$105.5K |
| KBC Group NV | $2.6M | 640,497 | 0.01% | 5q | HELD |
| Odyssean, LLC | $2.5M | 612,720 | 0.41% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M incl. $1.8M options CALL+PUT | 172,193 | 0.00% | 22q | -64.4%-$4.5M |
| Mraz, Amerine & Associates, Inc. | $2.4M | 573,603 | 0.34% | 14q | +23.3%+$444.2K |
| Bank of New York Mellon Corp | $2.2M | 533,465 | 0.00% | 14q | +8.0%+$161.7K |
| IEQ CAPITAL, LLC | $2.1M | 522,431 | 0.01% | 6q | +878.4%+$1.9M |
| Fideuram Asset Management (Ireland) dac | $2.1M | 453,849 | 0.04% | new | NEW |
| CIBC WORLD MARKET INC. | $2.1M | 508,992 | 0.00% | 3q | -1.3%-$27.2K |
| Marex Group Ltd | $2.1M | 507,000 | 0.01% | 4q | -23.5%-$638.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.0M | 497,868 | 0.00% | 9q | +12.6%+$228.6K |
| Mariner, LLC | $2.0M | 497,563 | 0.00% | 7q | +1058.7%+$1.9M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $1.8M | 450,000 | 0.00% | 2q | HELD |
| FOURSIXTHREE CAPITAL LP | $1.7M PUT | options only | 0.35% | 2q | OPTIONS |
| Man Group plc | $1.7M | 416,023 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $1.6M | 400,401 | 0.00% | new | NEW |
| BAILLIE GIFFORD & CO | $1.6M | 395,646 | 0.00% | 21q | -0.7%-$11.4K |
| Swiss National Bank | $1.6M | 388,499 | 0.00% | 23q | HELD |
| Amundi | $1.6M | 384,294 | 0.00% | 16q | +15.0%+$205.8K |
| FIRST FOUNDATION ADVISORS | $1.6M | 380,953 | 0.06% | 14q | HELD |
| CI INVESTMENTS INC. | $1.4M | 348,730 | 0.00% | 23q | -84.8%-$8.0M |
| Quantinno Capital Management LP | $1.4M | 338,776 | 0.00% | 7q | +321.7%+$1.1M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.3M | 312,505 | 0.01% | 3q | -36.0%-$719.7K |
| Man Investment Partners (US) LP | $1.3M | 309,828 | 0.35% | 2q | HELD |
| JANE STREET GROUP, LLC | $1.2M incl. $127.9K options CALL+PUT | 260,460 | 0.00% | 13q | -57.6%-$1.6M |
| Evelyn Partners Group Ltd | $1.2M | 285,082 | 0.00% | new | FIRST |
| Walleye Capital LLC | $1.1M incl. $37.7K options CALL+PUT | 268,803 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $1.1M | 274,622 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $1.0M | 253,255 | 0.00% | 11q | -49.3%-$1.0M |
| RHUMBLINE ADVISERS | $1.0M | 251,750 | 0.00% | 9q | +3.8%+$38.0K |
| GROUP ONE TRADING LLC | $1.0M CALL+PUT | options only | 0.00% | 14q | OPTIONS |
| Pilgrim Partners Asia Pte Ltd | $1.0M | 250,000 | 0.44% | 6q | +13.6%+$123.0K |
| DEUTSCHE BANK AG\ | $983.8K | 239,954 | 0.00% | 22q | +24.4%+$192.7K |
| ALLIANCEBERNSTEIN L.P. | $961.3K | 212,680 | 0.00% | 22q | HELD |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $895.2K | 218,335 | 0.00% | 9q | +18.7%+$141.1K |
| Cerity Partners LLC | $894.5K | 218,163 | 0.00% | 6q | +133.4%+$511.2K |
| SIMPLEX TRADING, LLC | $891.3K CALL+PUT | options only | 0.00% | 22q | OPTIONS |
| Hyperion Capital Advisors LP | $832.3K | 203,000 | 0.38% | 18q | HELD |
| Caption Management, LLC | $755.6K CALL | options only | 0.00% | 3q | OPTIONS |
| WELLS FARGO & COMPANY/MN | $745.6K | 181,845 | 0.00% | 15q | +144.3%+$440.4K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $741.3K | 180,800 | 0.02% | 17q | HELD |
| LPL Financial LLC | $735.7K | 179,444 | 0.00% | 13q | -21.2%-$198.2K |
| ROYCE & ASSOCIATES LP | $717.5K | 175,000 | 0.01% | 11q | HELD |
| CITIGROUP INC | $704.8K | 172,195 | 0.00% | 18q | +35.1%+$183.0K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $698.0K | 170,187 | 0.00% | 8q | +16.7%+$100.0K |
| Diametric Capital, LP | $688.9K | 168,028 | 0.07% | 15q | -30.1%-$296.9K |
| Russell Investments Group, Ltd. | $681.4K | 166,184 | 0.00% | 8q | +163.9%+$423.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $664.2K | 162,010 | 0.00% | 3q | +936.3%+$600.1K |
| Rathbones Group PLC | $663.5K | 162,215 | 0.00% | 3q | -50.3%-$670.4K |
| VANGUARD FIDUCIARY TRUST CO | $654.2K | 159,551 | 0.00% | 2q | +14.5%+$83.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $642.5K | 168,827 | 0.00% | 3q | +854.7%+$575.2K |
| JPMORGAN CHASE & CO | $605.9K | 144,054 | 0.00% | 23q | -17.6%-$129.4K |
| Pathstone Holdings, LLC | $605.2K | 147,603 | 0.00% | 11q | HELD |
| Capricorn Fund Managers Ltd | $553.5K | 135,000 | 0.04% | 6q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $532.8K | 130,162 | 0.00% | 23q | +56.8%+$193.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $532.4K incl. $410.4K options PUT | 29,752 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $529.4K | 129,130 | 0.00% | 2q | HELD |
| Creative Planning | $495.1K | 120,750 | 0.00% | 6q | +345.1%+$383.9K |
| MetLife Investment Management, LLC | $490.6K | 119,656 | 0.00% | 9q | +5.7%+$26.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $482.1K | 117,586 | 0.00% | 5q | -1.5%-$7.4K |
| XTX Topco Ltd | $470.1K | 114,667 | 0.01% | 3q | -83.3%-$2.4M |
| AXQ CAPITAL, LP | $455.8K | 111,164 | 0.05% | 2q | +108.1%+$236.8K |
Showing the largest 100 of 241 reported holders. The count of 240 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-17 | 2026-09-17 | Material agreement entered | filing |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 44 | $58.4M | 15,035,342 | 7 | 14 | 14 | 0.0% |
| Q2 2026 | 240 | $614.2M | 147,308,855 | 56 | 93 | 47 | 1.7% |
| Q1 2026 | 228 | $619.0M | 135,136,622 | 36 | 81 | 73 | 2.1% |
| Q4 2025 | 221 | $1.1B | 125,814,218 | 44 | 80 | 62 | 1.5% |
| Q3 2025 | 214 | $1.6B | 132,405,058 | 42 | 70 | 55 | 2.2% |
| Q2 2025 | 201 | $2.0B | 137,148,318 | 34 | 70 | 59 | 2.6% |
| Q1 2025 | 206 | $1.6B | 118,209,207 | 44 | 63 | 62 | 0.5% |
| Q4 2024 | 183 | $1.5B | 113,836,292 | 22 | 63 | 50 | 0.7% |
| Q3 2024 | 168 | $1.5B | 111,981,110 | 29 | 57 | 41 | 1.6% |
| Q2 2024 | 159 | $1.5B | 109,640,741 | 53 | 49 | 33 | 2.0% |
| Q1 2024 | 141 | $1.7B | 103,026,870 | 26 | 39 | 38 | 1.8% |
| Q4 2023 | 138 | $1.6B | 99,543,394 | 32 | 45 | 37 | 3.6% |
| Q3 2023 | 117 | $1.5B | 74,415,345 | 18 | 40 | 40 | 2.4% |
| Q2 2023 | 116 | $1.1B | 78,742,078 | 34 | 35 | 25 | 2.1% |
| Q1 2023 | 98 | $934.8M | 76,998,439 | 24 | 34 | 20 | 2.5% |
| Q4 2022 | 81 | $664.7M | 81,035,973 | 12 | 17 | 28 | 0.3% |
| Q3 2022 | 77 | $2.9B | 381,815,939 | 6 | 25 | 22 | 0.2% |
| Q2 2022 | 79 | $3.9B | 394,032,004 | 11 | 20 | 23 | 0.2% |
| Q1 2022 | 76 | $2.4B | 261,199,976 | 14 | 23 | 11 | 0.0% |
| Q4 2021 | 71 | $2.6B | 247,495,508 | 1 | 27 | 18 | 0.0% |
| Q3 2021 | 72 | $701.6M | 63,504,571 | 7 | 15 | 18 | 0.1% |
| Q2 2021 | 70 | $726.6M | 69,543,943 | 10 | 14 | 26 | 0.1% |
| Q1 2021 | 65 | $636.9M | 70,851,490 | 19 | 16 | 13 | 0.1% |
| Q4 2020 | 52 | $417.7M | 43,067,302 | 51 | 0 | 0 | 0.0% |
