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Disclosery

BURL BURLINGTON STORES INC

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Stock (common), issuer CIK 1579298

557 managers (573 13F filers) reported a position in BURL shares at 2024-12-31, 67,164,027 shares in all. 51 filers opened a position and 79 filers sold out during the quarter.

Managers
557
13F filers
573
New
51
Added
207
Reduced
214
Sold out
79
Shares held by filers
67,164,027

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Callan Family Office, LLCin group Callan Family Office, LLC945$269K0.02%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…944$269K<0.01%-21213F-HRTimeline
Belpointe Asset Management LLC997$267K0.02%new13F-HRTimeline
Versor Investments LP937$267K0.05%-3,86313F-HRTimeline
HB Wealth Management, LLC928$265K<0.01%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC924$263K0.01%+113F-HRTimeline
GAMMA Investing LLC907$259K0.02%+39513F-HRTimeline
Capital Wealth Planning, LLC905$258K<0.01%-54113F-HRTimeline
Challenger Wealth Management900$257K0.22%13F-HRTimeline
Schechter Investment Advisors, LLC898$256K0.02%+1613F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…893$255K<0.01%-30,01913F-HRTimelineGroup
Metis Global Partners, LLC867$247K0.01%+4813F-HRTimeline
Claret Asset Management Corp855$244K0.04%+613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC841$240K0.01%13F-HRTimeline
Snowden Capital Advisors LLC834$238K0.01%-19313F-HRTimeline
Covestor Ltd792$226K0.14%+73213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC784$223K0.01%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC780$222K0.01%-1513F-HRTimeline
TWO SIGMA SECURITIES, LLC770$219K0.04%-2,34413F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.770$219K<0.01%new13F-HRTimeline
NORDEN GROUP LLC765$218K0.02%new13F-HRTimeline
Chevy Chase Trust Holdings, LLCin group Chevy Chase Trust Holdings, L…761$217K<0.01%013F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC740$211K<0.01%-11413F-HRTimelineGroup
Aaron Wealth Advisors LLC737$210K0.02%new13F-HRTimeline
V-Square Quantitative Management LLC734$209K0.03%+1213F-HRTimeline
Vestmark Advisory Solutions, Inc.732$209K0.01%-7613F-HRTimeline
GENESIS PRIVATE WEALTH, LLC720$205K0.11%13F-HRTimeline
Siemens Fonds Invest GmbH717$204K0.01%new13F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC712$203K<0.01%+6413F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.709$203K<0.01%+17713F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT684$195K0.02%-2913F-HRTimeline
EASTERN BANK675$192K<0.01%-11913F-HRTimeline
SIGNATUREFD, LLC628$179K<0.01%-10113F-HRTimeline
OARSMAN CAPITAL, INC.622$177K0.03%-713F-HRTimeline
Archer Investment Corp570$162K0.04%013F-HRTimeline
First Horizon Advisors, Inc.533$152K<0.01%-813F-HRTimeline
Fourth Dimension Wealth, LLC530$151K0.08%13F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding520$148K+262Timeline
Advisors Asset Management, Inc.516$147K<0.01%-52813F-HR/ATimeline
Headlands Technologies LLC503$143K0.01%-1,17913F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…500$142K0.01%013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.469$134K0.04%-2,68513F-HRTimeline
NISA INVESTMENT ADVISORS, LLC425$121K<0.01%-4,14513F-HRTimeline
Parallel Advisors, LLC377$107K<0.01%+4813F-HRTimeline
R Squared Ltd357$102K0.1%13F-HRTimeline
State of Wyoming347$98.9K0.01%-49613F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P330$94K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…317$90.4K0.01%+4913F-HRTimelineGroup
UMB Bank, n.a.295$84.1K<0.01%+11813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
HANSEATIC MANAGEMENT SERVICES INC295$84.1K0.11%+3113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/290$82.8K<0.01%-28,68013F-HRTimelineGroup
Steward Partners Investment Advisory, L…290$82.7K<0.01%+7513F-HRTimeline
AlphaCentric Advisors LLC281$80.1K0.08%-4913F-HRTimeline
Arax Advisory Partners269$76.7K<0.01%+4813F-HRTimeline
Lindbrook Capital, LLC269$76.7K0.01%+513F-HRTimeline
Venturi Wealth Management, LLC268$76.4K<0.01%+15913F-HRTimeline
Blue Trust, Inc.259$73.8K<0.01%-38813F-HR/ATimeline
GeoWealth Management, LLC240$68.4K<0.01%-9113F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…231$65.8K0.04%13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK220$62.7K<0.01%-4513F-HRTimelineGroup
Versant Capital Management, Inc219$62.4K0.01%+19113F-HRTimeline
Allworth Financial LP209$60.4K<0.01%-913F-HRTimeline
Wilmington Savings Fund Society, FSB207$59K<0.01%-813F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.203$58K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Global Trust Asset Management, LLC200$57K0.02%-2013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners188$53.6K0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC186$53K0.01%+6113F-HRTimeline
WPG Advisers, LLC179$51K0.05%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB172$49K<0.01%+4613F-HRTimeline
Rise Advisors, LLC172$49K0.02%013F-HRTimeline
MATHER GROUP, LLC.169$48.2K<0.01%013F-HRTimeline
Oslo Pensjonsforsikring AS167$47.6K0.01%new13F-HRTimeline
ORG Partners LLC162$46.2K0.01%013F-HRTimeline
Parkside Financial Bank & Trust144$41K0.01%+8813F-HRTimeline
Roble, Belko & Company, Inc143$41K0.01%013F-HRTimeline
Brooklyn Investment Group139$39.6K0.01%+1413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management137$39.1K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC135$38.5K<0.01%+6913F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.119$34K<0.01%-10713F-HRTimelineGroup
Stonebridge Financial Group, LLC110$31.4K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA108$30.8K<0.01%013F-HRTimeline
Riverview Trust Co105$29.9K0.03%013F-HRTimeline
Fortitude Family Office, LLC92$26.2K0.01%+5513F-HRTimeline
WASHINGTON TRUST Co90$25.7K<0.01%013F-HRTimeline
IFP Advisors, Inc89$25.4K<0.01%+4013F-HRTimeline
Clearstead Advisors, LLC88$25.1K<0.01%+1513F-HRTimeline
Leonteq Securities AG86$24.5K<0.01%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP85$24.2K<0.01%+2313F-HRTimelineGroup
Global Retirement Partners, LLC82$23.4K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC82$23.4K<0.01%-1013F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.72$20.5K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.69$19.7K<0.01%-313F-HRTimeline
CNB Bank64$18.2K0.01%013F-HRTimeline
WHITTIER TRUST CO57$16.2K<0.01%013F-HRTimeline
LGT Financial Advisors LLC46$13.1K0.03%013F-HRTimeline
Hemington Wealth Management47$13K<0.01%+1013F-HRTimeline
Quent Capital, LLC43$12.3K<0.01%013F-HRTimeline
West Branch Capital LLC39$11.1K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors37$10.5K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC36$10.3K0.01%13F-HRTimeline
Elequin Capital, LP35$9.98K<0.01%new13F-HRTimeline
Larson Financial Group LLC33$9.41K<0.01%-113F-HRTimeline
Golden State Wealth Management, LLC29$8.27K<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC29$8.26K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC25$7.13K<0.01%-613F-HRTimeline
Global Financial Private Client, LLC25$7.13K<0.01%+313F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC25$7.13K<0.01%013F-HRTimeline
WEBSTER BANK, N. A.24$6.84K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…24$6.84K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.24$6.84K<0.01%-1213F-HRTimeline
Transce3nd, LLC24$6.84K<0.01%13F-HRTimeline
High Note Wealth, LLC22$6.27K<0.01%new13F-HRTimeline
Smithfield Trust Co20$6K<0.01%013F-HRTimeline
AlphaQuest LLC21$5.99K<0.01%-5,18713F-HRTimeline
Capital Advisors, Ltd. LLC18$5K<0.01%013F-HRTimeline
MAI Capital Management16$4.56K<0.01%new13F-HRTimeline
Avalon Trust Co15$4.28K<0.01%new13F-HRTimeline
Valued Wealth Advisors LLC15$4.28K<0.01%+1213F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO14$3.99K<0.01%013F-HRTimelineGroup
Sachetta, LLC13$3.71K<0.01%+113F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13$3.71K<0.01%-113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC12$3.42K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC12$3.42K<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.12$3.42K<0.01%013F-HRTimeline
WR Wealth Planners, LLC12$3.42K<0.01%+213F-HRTimeline
Trust Co11$3.14K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.10$2.85K<0.01%13F-HRTimeline
Family CFO Inc10$2.85K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.10$2.85K<0.01%-113F-HRTimeline
Tortoise Investment Management, LLC9$2.57K<0.01%013F-HR/ATimeline
Bell Investment Advisors, Inc8$2.28K<0.01%013F-HRTimeline
True Wealth Design, LLC8$2.28K<0.01%-1513F-HRTimeline
Horizon Investments, LLC8$2.28K<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC7$2K<0.01%new13F-HRTimeline
Continuum Advisory, LLC7$2K<0.01%-1013F-HRTimeline
SJS Investment Consulting Inc.6$1.71K<0.01%-513F-HRTimeline
GPS Wealth Strategies Group, LLC6$1.71K<0.01%013F-HRTimeline
CoreCap Advisors, LLC6$1.71K<0.01%new13F-HRTimeline
Cassady Schiller Wealth Management, LLC5$1.43K<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.5$1.43K<0.01%-513F-HRTimeline
HM PAYSON & CO4$1.14K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc4$1.14K<0.01%013F-HRTimeline
Rakuten Securities, Inc.4$1.14K<0.01%new13F-HRTimeline
Avion Wealth7$1K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC3$857<0.01%013F-HRTimeline
CVA Family Office, LLC3$855<0.01%-213F-HRTimeline
PEAK6 LLCin group PEAK6 LLC2$694<0.01%13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…2$577<0.01%013F-HRTimeline
Manchester Capital Management LLC2$571<0.01%013F-HRTimeline
WealthTrak Capital Management LLC2$571<0.01%13F-HRTimeline
NewSquare Capital LLC2$570<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2$570<0.01%13F-HRTimeline
WINNACLE WEALTH LLC2$296<0.01%13F-HRTimeline
HHM Wealth Advisors, LLC1$286<0.01%new13F-HRTimeline
Activest Wealth Management1$285<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.1$285<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC1$285<0.01%13F-HRTimeline

Events

  • JPMORGAN CHASE & CO reported 6,913,959 BURL shares, 11% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-02. 0000019617-26-000340

    Accepted , ingested