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DaveManuel.com · Institutional Ownership · Who Owns It

BURFORD CAPITAL LIMITED (BUR)

Institutional ownership reported to the SEC as of Q2 2026, across 24 quarters.

240
Reporting holders
$614.2M
Reported value
67.1%
Of shares outstanding
0.5%
Calls
1.1%
Puts
+12
Holder change

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

Download these holders as CSV

FilerValueShares Their book Held Change
BANK OF MONTREAL /CAN/$4.9B5,240,892?1.62%23q
AMERIPRISE FINANCIAL INC$75.7M18,474,4140.02%23q+50.0%+$25.2M
BlackRock, Inc.$71.1M17,349,8110.00%8q+9.9%+$6.4M
Orbis Allan Gray Ltd$60.2M14,673,2400.21%23q+12.7%+$6.8M
Pictet North America Advisors SA$31.3M7,647,7272.76%22qHELD
AQR CAPITAL MANAGEMENT LLC$25.7M6,268,4510.01%8q+801.4%+$22.8M
Invesco Ltd.$19.6M4,778,9630.00%18q-13.6%-$3.1M
M&G PLC$18.3M4,517,7280.09%10q+173.2%+$11.6M
BARROW HANLEY MEWHINNEY & STRAUSS LLC$17.9M4,363,0190.05%12q+40.6%+$5.2M
COOKE & BIELER LP$15.5M3,781,1520.18%6q-33.3%-$7.8M
STATE STREET CORP$15.5M3,778,1770.00%9q+6.4%+$928.6K
D. E. Shaw & Co., Inc.$14.7M3,577,2470.01%3q+269.6%+$10.7M
Greenhaven Road Investment Management, L.P.$12.5M3,042,9478.10%14q+42.2%+$3.7M
Aberdeen Group plc$11.2M2,731,1830.02%5q+1.8%+$203.2K
GEODE CAPITAL MANAGEMENT, LLC$10.8M2,632,3870.00%9q+8.5%+$849.7K
MORGAN STANLEY$9.3M2,266,2750.00%23q+13.1%+$1.1M
DG Capital Management, LLC$9.2M2,244,1801.94%15q+2295.5%+$8.8M
BARCLAYS PLC$7.9M1,921,5010.00%18q-64.2%-$14.1M
Bandera Partners LLC$7.2M1,756,7622.54%20qHELD
VANGUARD PORTFOLIO MANAGEMENT LLC$7.0M1,714,8440.00%2q+5.8%+$382.9K
NORTHERN TRUST CORP$6.7M1,624,8220.00%9q+14.2%+$829.7K
Mithaq Capital SPC$6.1M1,494,7493.00%11qHELD
UBS Group AG$5.8M1,412,1470.00%13q+242.1%+$4.1M
MILLENNIUM MANAGEMENT LLC$5.7M1,398,6880.00%7q-7.6%-$469.3K
CITADEL ADVISORS LLC$5.3M
incl. $1.3M options CALL+PUT
975,9330.00%23q-23.2%-$1.6M
FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$5.1M1,251,3480.15%2q+154.1%+$3.1M
Solas Capital Management, LLC$5.0M1,210,9442.66%2q+23.4%+$943.0K
BRIDGEWAY CAPITAL MANAGEMENT, LLC$4.9M1,195,3170.09%3q-8.9%-$476.8K
GOLDMAN SACHS GROUP INC$4.8M
incl. $1.7M options PUT
745,9900.00%23q-34.4%-$2.5M
RENAISSANCE TECHNOLOGIES LLC$4.8M1,161,9000.01%9q+21.2%+$833.9K
BANK OF AMERICA CORP /DE/$4.3M1,040,5120.00%23q+61.8%+$1.6M
Trexquant Investment LP$4.2M1,018,7680.02%7q+892.8%+$3.8M
HighTower Advisors, LLC$3.9M959,1730.00%23qHELD
HRT FINANCIAL LP$3.8M922,6120.01%2q+128.9%+$2.1M
Legal & General Group Plc$3.6M881,9540.00%10q+77.9%+$1.6M
Point72 Asset Management, L.P.$3.6M873,3180.00%4qHELD
Claar Advisors LLC$3.4M839,7081.11%12qHELD
Empowered Funds, LLC$3.3M805,8170.02%3q+5.8%+$181.3K
Nuveen, LLC$2.7M647,9210.00%6q+4.1%+$105.5K
KBC Group NV$2.6M640,4970.01%5qHELD
Odyssean, LLC$2.5M612,7200.41%newNEW
SUSQUEHANNA INTERNATIONAL GROUP, LLP$2.5M
incl. $1.8M options CALL+PUT
172,1930.00%22q-64.4%-$4.5M
Mraz, Amerine & Associates, Inc.$2.4M573,6030.34%14q+23.3%+$444.2K
Bank of New York Mellon Corp$2.2M533,4650.00%14q+8.0%+$161.7K
IEQ CAPITAL, LLC$2.1M522,4310.01%6q+878.4%+$1.9M
Fideuram Asset Management (Ireland) dac$2.1M453,8490.04%newNEW
CIBC WORLD MARKET INC.$2.1M508,9920.00%3q-1.3%-$27.2K
Marex Group Ltd$2.1M507,0000.01%4q-23.5%-$638.8K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$2.0M497,8680.00%9q+12.6%+$228.6K
Mariner, LLC$2.0M497,5630.00%7q+1058.7%+$1.9M
ADAGE CAPITAL PARTNERS GP, L.L.C.$1.8M450,0000.00%2qHELD
FOURSIXTHREE CAPITAL LP$1.7M PUToptions only0.35%2qOPTIONS
Man Group plc$1.7M416,0230.00%newNEW
TUDOR INVESTMENT CORP ET AL$1.6M400,4010.00%newNEW
BAILLIE GIFFORD & CO$1.6M395,6460.00%21q-0.7%-$11.4K
Swiss National Bank$1.6M388,4990.00%23qHELD
Amundi$1.6M384,2940.00%16q+15.0%+$205.8K
FIRST FOUNDATION ADVISORS$1.6M380,9530.06%14qHELD
CI INVESTMENTS INC.$1.4M348,7300.00%23q-84.8%-$8.0M
Quantinno Capital Management LP$1.4M338,7760.00%7q+321.7%+$1.1M
VOLORIDGE INVESTMENT MANAGEMENT, LLC$1.3M312,5050.01%3q-36.0%-$719.7K
Man Investment Partners (US) LP$1.3M309,8280.35%2qHELD
JANE STREET GROUP, LLC$1.2M
incl. $127.9K options CALL+PUT
260,4600.00%13q-57.6%-$1.6M
Evelyn Partners Group Ltd$1.2M285,0820.00%newFIRST
Walleye Capital LLC$1.1M
incl. $37.7K options CALL+PUT
268,8030.00%newNEW
Qube Research & Technologies Ltd$1.1M274,6220.00%newNEW
MARSHALL WACE, LLP$1.0M253,2550.00%11q-49.3%-$1.0M
RHUMBLINE ADVISERS$1.0M251,7500.00%9q+3.8%+$38.0K
GROUP ONE TRADING LLC$1.0M CALL+PUToptions only0.00%14qOPTIONS
Pilgrim Partners Asia Pte Ltd$1.0M250,0000.44%6q+13.6%+$123.0K
DEUTSCHE BANK AG\$983.8K239,9540.00%22q+24.4%+$192.7K
ALLIANCEBERNSTEIN L.P.$961.3K212,6800.00%22qHELD
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$895.2K218,3350.00%9q+18.7%+$141.1K
Cerity Partners LLC$894.5K218,1630.00%6q+133.4%+$511.2K
SIMPLEX TRADING, LLC$891.3K CALL+PUToptions only0.00%22qOPTIONS
Hyperion Capital Advisors LP$832.3K203,0000.38%18qHELD
Caption Management, LLC$755.6K CALLoptions only0.00%3qOPTIONS
WELLS FARGO & COMPANY/MN$745.6K181,8450.00%15q+144.3%+$440.4K
KORNITZER CAPITAL MANAGEMENT INC /KS$741.3K180,8000.02%17qHELD
LPL Financial LLC$735.7K179,4440.00%13q-21.2%-$198.2K
ROYCE & ASSOCIATES LP$717.5K175,0000.01%11qHELD
CITIGROUP INC$704.8K172,1950.00%18q+35.1%+$183.0K
PRICE T ROWE ASSOCIATES INC /MD/$698.0K170,1870.00%8q+16.7%+$100.0K
Diametric Capital, LP$688.9K168,0280.07%15q-30.1%-$296.9K
Russell Investments Group, Ltd.$681.4K166,1840.00%8q+163.9%+$423.2K
MERCER GLOBAL ADVISORS INC /ADV$664.2K162,0100.00%3q+936.3%+$600.1K
Rathbones Group PLC$663.5K162,2150.00%3q-50.3%-$670.4K
VANGUARD FIDUCIARY TRUST CO$654.2K159,5510.00%2q+14.5%+$83.0K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$642.5K168,8270.00%3q+854.7%+$575.2K
JPMORGAN CHASE & CO$605.9K144,0540.00%23q-17.6%-$129.4K
Pathstone Holdings, LLC$605.2K147,6030.00%11qHELD
Capricorn Fund Managers Ltd$553.5K135,0000.04%6qHELD
Zurcher Kantonalbank (Zurich Cantonalbank)$532.8K130,1620.00%23q+56.8%+$193.0K
WOLVERINE ASSET MANAGEMENT LLC$532.4K
incl. $410.4K options PUT
29,7520.00%newNEW
VANGUARD ASSET MANAGEMENT, Ltd$529.4K129,1300.00%2qHELD
Creative Planning$495.1K120,7500.00%6q+345.1%+$383.9K
MetLife Investment Management, LLC$490.6K119,6560.00%9q+5.7%+$26.2K
STATE OF WISCONSIN INVESTMENT BOARD$482.1K117,5860.00%5q-1.5%-$7.4K
XTX Topco Ltd$470.1K114,6670.01%3q-83.3%-$2.4M
AXQ CAPITAL, LP$455.8K111,1640.05%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.

FiledEvent dateWhatSource
2026-09-172026-09-17Material agreement enteredfiling

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202644$58.4M15,035,342714140.0%
Q2 2026240$614.2M147,308,8555693471.7%
Q1 2026228$619.0M135,136,6223681732.1%
Q4 2025221$1.1B125,814,2184480621.5%
Q3 2025214$1.6B132,405,0584270552.2%
Q2 2025201$2.0B137,148,3183470592.6%
Q1 2025206$1.6B118,209,2074463620.5%
Q4 2024183$1.5B113,836,2922263500.7%
Q3 2024168$1.5B111,981,1102957411.6%
Q2 2024159$1.5B109,640,7415349332.0%
Q1 2024141$1.7B103,026,8702639381.8%
Q4 2023138$1.6B99,543,3943245373.6%
Q3 2023117$1.5B74,415,3451840402.4%
Q2 2023116$1.1B78,742,0783435252.1%
Q1 202398$934.8M76,998,4392434202.5%
Q4 202281$664.7M81,035,9731217280.3%
Q3 202277$2.9B381,815,939625220.2%
Q2 202279$3.9B394,032,0041120230.2%
Q1 202276$2.4B261,199,9761423110.0%
Q4 202171$2.6B247,495,508127180.0%
Q3 202172$701.6M63,504,571715180.1%
Q2 202170$726.6M69,543,9431014260.1%
Q1 202165$636.9M70,851,4901916130.1%
Q4 202052$417.7M43,067,30251000.0%