Who owns BURL (BURL)
Which tracked institutional funds hold BURL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BURL company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
263 tracked funds added or opened BURL while 106 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BURL’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BURL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 622 tracked filers holding BURL, 375 increased or opened the position and 253 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BURL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 54
- VANGUARD PORTFOLIO MANAGEMENT LLC$985M
- VANGUARD CAPITAL MANAGEMENT LLC$915M
- Capital World Investors$292M
- VANGUARD FIDUCIARY TRUST CO$129M
- Woodline Partners LP$45M
- MANE GLOBAL CAPITAL MANAGEMENT LP$38M
Full exits 39
- VANGUARD GROUP INC$1.8B
- Anomaly Capital Management, LP$190M
- WESTFIELD CAPITAL MANAGEMENT CO LP$87M
- Holocene Advisors, LP$60M
- Walleye Capital LLC$50M
- SG Americas Securities, LLC$22M
Largest adds
- T. Rowe Price Investment Management, Inc.$413M
- AQR CAPITAL MANAGEMENT LLC$329M
- GOLDMAN SACHS GROUP INC$109M
- FMR LLC$108M
- Qube Research & Technologies Ltd$106M
- STATE STREET CORP$92M
Largest trims
- Capital International Investors$442M
- Bank of New York Mellon Corp$125M
- CITADEL ADVISORS LLC$112M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$87M
- MILLENNIUM MANAGEMENT LLC$80M
- Alyeska Investment Group, L.P.$75M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 6,506,055 | $2.0B | 9.3% | 2026-Q1 |
| Capital International Investors trimmed | 6,168,785 | $2.0B | 9.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 5,484,032 | $1.8B | 8.1% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 3,028,254 | $985M | 4.5% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 2,811,340 | $915M | 4.2% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 2,798,187 | $910M | 4.1% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,266,777 | $738M | 3.4% | 2026-Q1 |
| STATE STREET CORP added | 2,227,964 | $725M | 3.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,337,815 | $430M | 2.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 1,271,187 | $413M | 1.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 1,226,069 | $403M | 1.8% | 2026-Q1 |
| FMR LLC added | 1,174,345 | $382M | 1.7% | 2026-Q1 |
| SRS Investment Management, LLC added | 1,156,869 | $376M | 1.7% | 2026-Q1 |
| Alyeska Investment Group, L.P. trimmed | 909,820 | $296M | 1.3% | 2026-Q1 |
| Capital World Investors added | 896,117 | $292M | 1.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC added | 880,017 | $286M | 1.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 853,634 | $278M | 1.3% | 2026-Q1 |
| PRIMECAP MANAGEMENT CO/CA/ trimmed | 792,590 | $258M | 1.2% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 626,837 | $204M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 615,377 | $200M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 612,805 | $199M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 580,798 | $189M | 0.9% | 2026-Q1 |
| ALKEON CAPITAL MANAGEMENT LLC added | 545,000 | $177M | 0.8% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 536,599 | $175M | 0.8% | 2026-Q1 |
| Dorsal Capital Management, LP added | 500,000 | $163M | 0.7% | 2026-Q1 |
| NORGES BANK trimmed | 654,571 | $156M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 473,042 | $154M | 0.7% | 2026-Q1 |
| Clearbridge Investments, LLC trimmed | 467,043 | $152M | 0.7% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 466,637 | $152M | 0.7% | 2026-Q1 |
| UBS Group AG trimmed | 433,031 | $141M | 0.6% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 424,319 | $138M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 408,735 | $133M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 395,501 | $129M | 0.6% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 383,231 | $125M | 0.6% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. added | 359,864 | $117M | 0.5% | 2026-Q1 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added | 342,741 | $112M | 0.5% | 2026-Q1 |
| GW&K Investment Management, LLC trimmed | 339,458 | $110M | 0.5% | 2026-Q1 |
| JENNISON ASSOCIATES LLC trimmed | 326,600 | $106M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 327,668 | $103M | 0.5% | 2026-Q1 |
| Stephens Investment Management Group LLC trimmed | 309,814 | $101M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 275,658 | $90M | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 272,537 | $89M | 0.4% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. added | 285,489 | $82M | 0.4% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 242,900 | $80M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 246,225 | $80M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 222,961 | $73M | 0.3% | 2026-Q1 |
| FRONTIER CAPITAL MANAGEMENT CO LLC added | 216,537 | $70M | 0.3% | 2026-Q1 |
| ONTARIO TEACHERS PENSION PLAN BOARD trimmed | 214,385 | $70M | 0.3% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 205,879 | $67M | 0.3% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP added | 211,955 | $66M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC trimmed | 198,766 | $65M | 0.3% | 2026-Q1 |
| Chicago Capital, LLC added | 191,103 | $62M | 0.3% | 2026-Q1 |
| TD Asset Management Inc trimmed | 189,971 | $62M | 0.3% | 2026-Q1 |
| Alua Capital Management LP trimmed | 185,800 | $60M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 184,640 | $60M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 183,622 | $60M | 0.3% | 2026-Q1 |
| Hook Mill Capital Partners, LP trimmed | 182,173 | $59M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 176,241 | $57M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 172,906 | $56M | 0.3% | 2026-Q1 |
| Sculptor Capital LP | 162,500 | $53M | 0.2% | 2026-Q1 |
| Amundi trimmed | 161,687 | $53M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 160,200 | $52M | 0.2% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC trimmed | 150,121 | $49M | 0.2% | 2026-Q1 |
| Artemis Investment Management LLP added | 149,589 | $49M | 0.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 149,083 | $49M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC added | 139,930 | $46M | 0.2% | 2026-Q1 |
| Freestone Grove Partners LP added | 137,021 | $45M | 0.2% | 2026-Q1 |
| Woodline Partners LP added | 136,809 | $45M | 0.2% | 2026-Q1 |
| DNB Asset Management AS added | 136,385 | $44M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 134,133 | $44M | 0.2% | 2026-Q1 |
| GENEVA CAPITAL MANAGEMENT LLC trimmed | 132,865 | $43M | 0.2% | 2026-Q1 |
| Nuveen, LLC trimmed | 130,176 | $42M | 0.2% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 126,742 | $41M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 121,634 | $40M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP added | 119,119 | $39M | 0.2% | 2026-Q1 |
| MANE GLOBAL CAPITAL MANAGEMENT LP trimmed | 117,281 | $38M | 0.2% | 2026-Q1 |
| Quantinno Capital Management LP added | 116,118 | $38M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 109,376 | $36M | 0.2% | 2026-Q1 |
| Benchstone Capital Management LP added | 97,140 | $32M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 93,316 | $30M | 0.1% | 2026-Q1 |
| IEQ CAPITAL, LLC added | 92,740 | $30M | 0.1% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC trimmed | 91,650 | $30M | 0.1% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 90,302 | $29M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 88,338 | $29M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 85,312 | $28M | 0.1% | 2026-Q1 |
| STATE OF MICHIGAN RETIREMENT SYSTEM added | 85,100 | $28M | 0.1% | 2026-Q1 |
| SCOPUS ASSET MANAGEMENT, L.P. trimmed | 81,562 | $27M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 6,350,396 | $1.8B | 8.4% | 2025-Q4 stale |
| Anomaly Capital Management, LP trimmed | 656,820 | $190M | 0.9% | 2025-Q4 stale |
| SAMLYN CAPITAL, LLC added | 555,717 | $141M | 0.6% | 2025-Q3 stale |
| Junto Capital Management LP added | 503,080 | $128M | 0.6% | 2025-Q3 stale |
| WESTFIELD CAPITAL MANAGEMENT CO LP added | 302,307 | $87M | 0.4% | 2025-Q4 stale |
| STEADFAST CAPITAL MANAGEMENT LP added | 332,500 | $79M | 0.4% | 2025-Q1 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 317,729 | $74M | 0.3% | 2025-Q2 stale |
| Holocene Advisors, LP trimmed | 208,554 | $60M | 0.3% | 2025-Q4 stale |
| Walleye Capital LLC added | 172,877 | $50M | 0.2% | 2025-Q4 stale |
| Delta Global Management LP trimmed | 198,912 | $47M | 0.2% | 2025-Q1 stale |
| Bain Capital Public Equity Management II, LLC trimmed | 136,551 | $33M | 0.1% | 2025-Q1 stale |
| TWINBEECH CAPITAL LP added | 122,967 | $29M | 0.1% | 2025-Q2 stale |
| Cartenna Capital, LP trimmed | 115,000 | $27M | 0.1% | 2025-Q1 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.