DaveManuel.com · Institutional Ownership · Who Owns It
BURLINGTON STORES INC (BURL)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
663
Reporting holders
$21.6B
Reported value
103.3%
Of shares outstanding
0.9%
Calls
3.8%
Puts
+25
Holder change
Institutions report 64,895,007 shares against 62,815,195 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
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 |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.2B | 6,810,348 | 0.03% | 8q | +4.2%+$87.2M |
| JPMORGAN CHASE & CO | $2.0B | 6,284,294 | 0.11% | 31q | -3.4%-$69.7M |
| Capital International Investors | $1.7B | 5,466,722 | 0.36% | 24q | -11.4%-$222.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $981.1M | 3,096,969 | 0.04% | 2q | +2.3%+$21.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $901.0M | 2,843,988 | 0.02% | 2q | +1.2%+$10.3M |
| T. Rowe Price Investment Management, Inc. | $807.4M | 2,548,758 | 0.53% | 16q | -8.9%-$79.0M |
| STATE STREET CORP | $742.8M | 2,344,548 | 0.02% | 31q | +5.2%+$36.9M |
| MORGAN STANLEY | $668.7M | 2,110,639 | 0.04% | 35q | -6.9%-$49.5M |
| AQR CAPITAL MANAGEMENT LLC | $450.2M | 1,450,868 | 0.16% | 14q | +8.4%+$34.9M |
| GEODE CAPITAL MANAGEMENT, LLC | $403.5M | 1,277,055 | 0.02% | 31q | HELD |
| FMR LLC | $381.2M | 1,203,303 | 0.02% | 31q | HELD |
| SRS Investment Management, LLC | $340.7M | 1,075,291 | 3.15% | 10q | -7.1%-$25.8M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $333.3M | 1,038,322 | 0.11% | 28q | -15.3%-$60.3M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $332.8M | 1,050,437 | 0.03% | 31q | +23.1%+$62.3M |
| Alyeska Investment Group, L.P. | $332.6M | 1,049,778 | 0.86% | 19q | +15.4%+$44.3M |
| Jupiter Topco LLC | $283.2M | 894,021 | 0.12% | new | FIRST |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $278.7M incl. $265.3M options CALL+PUT | 42,491 | 0.02% | 31q | +145.1%+$165.0M |
| GOLDMAN SACHS GROUP INC | $278.3M | 878,425 | 0.02% | 31q | +85.7%+$128.4M |
| PRIMECAP MANAGEMENT CO/CA/ | $266.4M | 840,960 | 0.16% | 31q | +6.1%+$15.3M |
| NORGES BANK | $259.8M | 819,920 | 0.03% | 32q | +5.3%+$13.0M |
| JANE STREET GROUP, LLC | $242.6M incl. $185.2M options CALL+PUT | 181,066 | 0.02% | 31q | +4412.0%+$237.2M |
| AMERICAN CENTURY COMPANIES INC | $227.1M | 716,826 | 0.10% | 31q | +14.4%+$28.5M |
| DIMENSIONAL FUND ADVISORS LP | $210.6M | 664,675 | 0.04% | 31q | +8.5%+$16.4M |
| WELLINGTON MANAGEMENT GROUP LLP | $206.1M | 650,492 | 0.04% | 31q | +20.0%+$34.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $189.4M | 597,886 | 0.03% | 31q | -2.8%-$5.5M |
| ALKEON CAPITAL MANAGEMENT LLC | $185.3M | 585,000 | 0.25% | 6q | +7.3%+$12.7M |
| NORTHERN TRUST CORP | $178.1M | 562,340 | 0.02% | 31q | -3.2%-$5.8M |
| Clearbridge Investments, LLC | $166.8M | 526,477 | 0.14% | 31q | +12.7%+$18.8M |
| Dorsal Capital Management, LP | $158.4M | 500,000 | 5.61% | 19q | HELD |
| BARCLAYS PLC | $154.6M incl. $125.5M options PUT | 91,905 | 0.03% | 31q | +33.4%+$38.7M |
| Bank of New York Mellon Corp | $148.8M | 469,590 | 0.02% | 31q | +0.6%+$935.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $136.6M | 431,194 | 0.02% | 31q | +1.6%+$2.2M |
| BANK OF AMERICA CORP /DE/ | $129.0M | 407,119 | 0.01% | 31q | HELD |
| VANGUARD FIDUCIARY TRUST CO | $128.6M | 405,917 | 0.03% | 2q | +2.6%+$3.3M |
| RAYMOND JAMES FINANCIAL INC | $120.6M | 380,575 | 0.03% | 7q | +16.1%+$16.8M |
| AMERIPRISE FINANCIAL INC | $114.3M | 360,739 | 0.02% | 31q | +46.5%+$36.3M |
| Stephens Investment Management Group LLC | $112.0M | 353,673 | 1.20% | 31q | +14.2%+$13.9M |
| UBS Group AG | $109.9M | 347,059 | 0.01% | 31q | -19.9%-$27.2M |
| GW&K Investment Management, LLC | $102.9M | 324,761 | 0.80% | 31q | -4.3%-$4.7M |
| CITADEL ADVISORS LLC | $100.5M incl. $95.1M options CALL+PUT | 17,051 | 0.01% | 31q | -90.3%-$938.6M |
| JENNISON ASSOCIATES LLC | $100.2M | 316,336 | 0.06% | 31q | -3.1%-$3.3M |
| Legal & General Group Plc | $95.9M | 302,614 | 0.02% | 31q | +9.8%+$8.5M |
| IMC-Chicago, LLC | $93.4M incl. $89.7M options CALL+PUT | 11,481 | 0.02% | 15q | +33.0%+$23.1M |
| ALLIANCEBERNSTEIN L.P. | $88.2M | 271,203 | 0.03% | 31q | -5.0%-$4.6M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | $86.0M | 271,476 | 0.76% | 5q | -20.8%-$22.6M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $84.2M | 265,647 | 0.07% | 31q | -2.5%-$2.2M |
| Parallax Volatility Advisers, L.P. | $80.1M incl. $79.3M options CALL+PUT | 2,788 | 0.14% | new | NEW |
| MILLENNIUM MANAGEMENT LLC | $78.1M incl. $18.1M options CALL+PUT | 189,514 | 0.03% | 31q | -4.7%-$3.8M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $76.1M | 242,236 | 0.05% | 26q | +14.3%+$9.5M |
| MARSHALL WACE, LLP | $72.1M | 227,440 | 0.06% | 4q | +90.6%+$34.3M |
| DEUTSCHE BANK AG\ | $69.4M | 218,954 | 0.02% | 34q | -1.8%-$1.3M |
| CITIGROUP INC | $68.1M | 214,991 | 0.02% | 31q | +437.2%+$55.4M |
| HRT FINANCIAL LP | $65.3M incl. $38.9M options OPT | 206,098 | 0.12% | 3q | +10.8%+$6.4M |
| Chicago Capital, LLC | $62.2M | 196,193 | 1.50% | 25q | +2.7%+$1.6M |
| D. E. Shaw & Co., Inc. | $59.9M incl. $5.3M options CALL+PUT | 172,448 | 0.03% | 27q | HELD |
| RHUMBLINE ADVISERS | $59.3M | 187,279 | 0.04% | 31q | +2.0%+$1.2M |
| Hook Mill Capital Partners, LP | $58.3M | 183,884 | 5.41% | 13q | +0.9%+$542.0K |
| TD Asset Management Inc | $57.8M | 182,316 | 0.05% | 31q | -4.0%-$2.4M |
| DNB Asset Management AS | $57.0M | 179,776 | 0.16% | 19q | +31.8%+$13.7M |
| Sculptor Capital LP | $56.5M | 178,500 | 0.46% | 3q | +9.8%+$5.1M |
| Swiss National Bank | $56.1M | 177,240 | 0.03% | 31q | -4.0%-$2.3M |
| Allspring Global Investments Holdings, LLC | $55.7M | 176,809 | 0.09% | 19q | -27.2%-$20.8M |
| Assenagon Asset Management S.A. | $55.1M | 173,828 | 0.03% | 15q | +37.2%+$14.9M |
| Amundi | $52.4M | 165,461 | 0.01% | 21q | +2.3%+$1.2M |
| FRANKLIN RESOURCES INC | $51.5M | 162,650 | 0.01% | 31q | -21.0%-$13.7M |
| Artemis Investment Management LLP | $48.7M | 153,801 | 0.43% | 15q | +2.8%+$1.3M |
| Balyasny Asset Management L.P. | $48.6M | 153,388 | 0.06% | 15q | -57.4%-$65.4M |
| PRINCIPAL FINANCIAL GROUP INC | $47.5M | 150,072 | 0.02% | 31q | +7.2%+$3.2M |
| Caption Management, LLC | $46.0M incl. $41.2M options PUT | 15,000 | 0.21% | 4q | -21.7%-$12.8M |
| NEUBERGER BERMAN GROUP LLC | $45.7M | 144,106 | 0.03% | 31q | +89.8%+$21.6M |
| VICTORY CAPITAL MANAGEMENT INC | $45.1M | 142,358 | 0.03% | 31q | -5.2%-$2.5M |
| Nuveen, LLC | $44.8M | 141,333 | 0.01% | 6q | +8.6%+$3.5M |
| Sumitomo Mitsui Trust Group, Inc. | $42.8M | 135,020 | 0.02% | 31q | +0.7%+$281.0K |
| Invesco Ltd. | $41.6M | 131,455 | 0.00% | 31q | -18.8%-$9.7M |
| GENEVA CAPITAL MANAGEMENT LLC | $40.4M | 127,657 | 0.93% | 26q | -3.9%-$1.6M |
| Squarepoint Ops LLC | $39.8M incl. $2.9M options CALL+PUT | 116,548 | 0.04% | 15q | +367.4%+$31.3M |
| VANGUARD ASSET MANAGEMENT, Ltd | $39.6M | 125,060 | 0.03% | 2q | +14.3%+$5.0M |
| Walleye Trading LLC | $38.6M CALL+PUT | options only | 0.04% | 31q | OPTIONS |
| ROYAL BANK OF CANADA | $37.9M | 119,760 | 0.01% | 31q | -1.5%-$593.7K |
| Caisse de depot et placement du Quebec | $37.5M | 118,420 | 0.05% | 6q | +31.1%+$8.9M |
| Retirement Systems of Alabama | $36.6M | 115,461 | 0.11% | 11q | +23.7%+$7.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $35.3M | 111,292 | 0.02% | 9q | +39.1%+$9.9M |
| ONTARIO TEACHERS PENSION PLAN BOARD | $33.9M | 106,954 | 0.21% | 4q | -50.1%-$34.0M |
| WELLS FARGO & COMPANY/MN | $33.7M incl. $9.0M options CALL | 78,057 | 0.01% | 31q | +1.2%+$412.6K |
| California Public Employees Retirement System | $33.2M | 104,830 | 0.02% | 31q | +32.0%+$8.0M |
| ENVESTNET ASSET MANAGEMENT INC | $30.7M | 96,974 | 0.01% | 31q | +9.8%+$2.7M |
| VOYA INVESTMENT MANAGEMENT LLC | $30.7M | 96,796 | 0.03% | 31q | +5.6%+$1.6M |
| BNP PARIBAS FINANCIAL MARKETS | $30.4M incl. $2.6M options CALL+PUT | 87,660 | 0.01% | 15q | +19.7%+$5.0M |
| Trexquant Investment LP | $30.0M | 94,720 | 0.18% | 3q | +24.1%+$5.8M |
| FRONTIER CAPITAL MANAGEMENT CO LLC | $29.9M | 94,537 | 0.28% | 31q | -56.3%-$38.6M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $28.9M | 91,288 | 0.03% | 31q | +7.0%+$1.9M |
| 1832 Asset Management L.P. | $26.9M | 85,000 | 0.01% | 7q | +110.9%+$14.2M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $26.9M | 84,800 | 0.12% | 11q | HELD |
| TWO SIGMA INVESTMENTS, LP | $26.6M incl. $760.3K options CALL+PUT | 81,500 | 0.02% | new | NEW |
| Quantinno Capital Management LP | $26.1M | 82,392 | 0.03% | 11q | -29.0%-$10.7M |
| SCOPUS ASSET MANAGEMENT, L.P. | $24.4M | 77,152 | 0.34% | 3q | -5.4%-$1.4M |
| Driehaus Capital Management LLC | $24.4M | 76,920 | 0.14% | 2q | +71.2%+$10.1M |
| Susquehanna Portfolio Strategies, LLC | $24.3M | 76,839 | 0.39% | 2q | +416.3%+$19.6M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $23.6M | 74,578 | 0.01% | 31q | +13.4%+$2.8M |
| NATIXIS ADVISORS, LLC | $23.6M | 74,370 | 0.03% | 11q | +22.0%+$4.2M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-02 | 13G/A | JPMORGAN CHASE & CO. | 11.0% |
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 |
|---|---|---|---|
| 2026-08-04 | 2026-07-31 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-12 | Vecchio Jennifer | Group President and CMO | Sold | 20,920 | $7.1M ×5 |
| 2026-06-17 | Wolfe Kristin | Chief Financial Officer | Sold | 8,200 | $2.8M ×3 |
| 2026-06-05 | Pasch Matthew | Chief Human Resources Officer | Sold | 3,773 | $1.2M |
| 2026-06-11 | Ferroni Stephen | SVP, Chief Accounting Officer | Sold | 2,343 | $790.1K ×2 |
| 2026-08-03 | Vecchio Jennifer | Group President and CMO | Sold | 1,678 | $619.3K ×5 |
| 2026-07-01 | Vecchio Jennifer | Group President and CMO | Sold | 1,678 | $529.3K ×7 |
| 2026-10-01 | Vecchio Jennifer | Group President and CMO | Sold | 1,678 | $455.6K ×5 |
| 2026-09-01 | Vecchio Jennifer | Group President and CMO | Sold | 1,678 | $435.8K ×8 |
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 | 151 | $272.2M | 1,018,235 | 23 | 43 | 56 | 0.0% |
| Q2 2026 | 663 | $21.6B | 64,895,007 | 82 | 270 | 204 | 4.9% |
| Q1 2026 | 638 | $21.8B | 64,867,422 | 122 | 244 | 169 | 3.8% |
| Q4 2025 | 579 | $21.2B | 70,013,165 | 74 | 198 | 193 | 4.4% |
| Q3 2025 | 544 | $20.0B | 74,336,487 | 75 | 175 | 190 | 5.4% |
| Q2 2025 | 519 | $17.2B | 70,141,471 | 47 | 200 | 185 | 4.9% |
| Q1 2025 | 554 | $17.2B | 68,373,035 | 60 | 193 | 211 | 5.3% |
| Q4 2024 | 581 | $20.0B | 67,174,658 | 53 | 200 | 206 | 4.2% |
| Q3 2024 | 578 | $18.4B | 67,592,928 | 95 | 222 | 178 | 3.3% |
| Q2 2024 | 525 | $17.6B | 68,797,776 | 88 | 199 | 165 | 6.0% |
| Q1 2024 | 480 | $18.4B | 75,611,654 | 61 | 169 | 157 | 4.7% |
| Q4 2023 | 466 | $15.8B | 74,747,515 | 95 | 163 | 139 | 8.1% |
| Q3 2023 | 419 | $9.6B | 65,585,026 | 46 | 155 | 134 | 8.1% |
| Q2 2023 | 431 | $11.2B | 68,007,382 | 55 | 141 | 147 | 4.7% |
| Q1 2023 | 445 | $14.6B | 69,181,833 | 72 | 151 | 137 | 4.4% |
| Q4 2022 | 438 | $15.2B | 71,524,523 | 108 | 112 | 147 | 4.7% |
| Q3 2022 | 357 | $33.0B | 292,365,394 | 51 | 106 | 135 | 1.0% |
| Q2 2022 | 409 | $21.1B | 179,320,356 | 62 | 135 | 138 | 1.4% |
| Q1 2022 | 418 | $25.8B | 140,065,172 | 45 | 160 | 138 | 0.8% |
| Q4 2021 | 484 | $36.3B | 138,765,579 | 45 | 159 | 156 | 0.8% |
| Q3 2021 | 486 | $34.9B | 121,643,444 | 56 | 156 | 169 | 1.0% |
| Q2 2021 | 486 | $39.0B | 141,465,667 | 61 | 144 | 170 | 0.8% |
| Q1 2021 | 466 | $36.0B | 136,922,445 | 67 | 126 | 188 | 0.6% |
| Q4 2020 | 449 | $21.3B | 80,181,250 | 56 | 122 | 160 | 1.7% |
| Q3 2020 | 422 | $17.8B | 85,415,193 | 50 | 128 | 164 | 1.3% |
| Q2 2020 | 442 | $17.2B | 86,401,932 | 67 | 135 | 178 | 1.3% |
| Q1 2020 | 429 | $13.3B | 83,031,518 | 62 | 143 | 173 | 1.0% |
| Q4 2019 | 466 | $21.9B | 94,380,937 | 57 | 127 | 184 | 1.8% |
| Q3 2019 | 440 | $19.2B | 94,474,394 | 82 | 130 | 155 | 1.6% |
| Q2 2019 | 405 | $16.8B | 96,199,720 | 51 | 102 | 187 | 2.3% |
| Q1 2019 | 430 | $17.2B | 107,957,159 | 67 | 148 | 161 | 1.4% |
| Q4 2018 | 430 | $17.7B | 107,004,044 | 11 | 9 | 7 | 1.5% |