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Institutional Ownership · SEC Form 13F

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.

625
Institutional holders
64,471,913
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO trimmed6,506,055$2.0B9.3%2026-Q1
Capital International Investors trimmed6,168,785$2.0B9.1%2026-Q1
BlackRock, Inc. trimmed5,484,032$1.8B8.1%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new3,028,254$985M4.5%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new2,811,340$915M4.2%2026-Q1
T. Rowe Price Investment Management, Inc. added2,798,187$910M4.1%2026-Q1
MORGAN STANLEY trimmed2,266,777$738M3.4%2026-Q1
STATE STREET CORP added2,227,964$725M3.3%2026-Q1
AQR CAPITAL MANAGEMENT LLC added1,337,815$430M2.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added1,271,187$413M1.9%2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added1,226,069$403M1.8%2026-Q1
FMR LLC added1,174,345$382M1.7%2026-Q1
SRS Investment Management, LLC added1,156,869$376M1.7%2026-Q1
Alyeska Investment Group, L.P. trimmed909,820$296M1.3%2026-Q1
Capital World Investors added896,117$292M1.3%2026-Q1
JANUS HENDERSON GROUP PLC added880,017$286M1.3%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ added853,634$278M1.3%2026-Q1
PRIMECAP MANAGEMENT CO/CA/ trimmed792,590$258M1.2%2026-Q1
AMERICAN CENTURY COMPANIES INC trimmed626,837$204M0.9%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed615,377$200M0.9%2026-Q1
DIMENSIONAL FUND ADVISORS LP added612,805$199M0.9%2026-Q1
NORTHERN TRUST CORP added580,798$189M0.9%2026-Q1
ALKEON CAPITAL MANAGEMENT LLC added545,000$177M0.8%2026-Q1
WELLINGTON MANAGEMENT GROUP LLP trimmed536,599$175M0.8%2026-Q1
Dorsal Capital Management, LP added500,000$163M0.7%2026-Q1
NORGES BANK trimmed654,571$156M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added473,042$154M0.7%2026-Q1
Clearbridge Investments, LLC trimmed467,043$152M0.7%2026-Q1
Bank of New York Mellon Corp trimmed466,637$152M0.7%2026-Q1
UBS Group AG trimmed433,031$141M0.6%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added424,319$138M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed408,735$133M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new395,501$129M0.6%2026-Q1
Qube Research & Technologies Ltd added383,231$125M0.6%2026-Q1
BALYASNY ASSET MANAGEMENT L.P. added359,864$117M0.5%2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added342,741$112M0.5%2026-Q1
GW&K Investment Management, LLC trimmed339,458$110M0.5%2026-Q1
JENNISON ASSOCIATES LLC trimmed326,600$106M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC added327,668$103M0.5%2026-Q1
Stephens Investment Management Group LLC trimmed309,814$101M0.5%2026-Q1
Legal & General Group Plc trimmed275,658$90M0.4%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed272,537$89M0.4%2026-Q1
ALLIANCEBERNSTEIN L.P. added285,489$82M0.4%2026-Q1
Allspring Global Investments Holdings, LLC trimmed242,900$80M0.4%2026-Q1
AMERIPRISE FINANCIAL INC trimmed246,225$80M0.4%2026-Q1
DEUTSCHE BANK AG\ trimmed222,961$73M0.3%2026-Q1
FRONTIER CAPITAL MANAGEMENT CO LLC added216,537$70M0.3%2026-Q1
ONTARIO TEACHERS PENSION PLAN BOARD trimmed214,385$70M0.3%2026-Q1
FRANKLIN RESOURCES INC trimmed205,879$67M0.3%2026-Q1
SCHRODER INVESTMENT MANAGEMENT GROUP added211,955$66M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC trimmed198,766$65M0.3%2026-Q1
Chicago Capital, LLC added191,103$62M0.3%2026-Q1
TD Asset Management Inc trimmed189,971$62M0.3%2026-Q1
Alua Capital Management LP trimmed185,800$60M0.3%2026-Q1
Swiss National Bank added184,640$60M0.3%2026-Q1
RHUMBLINE ADVISERS added183,622$60M0.3%2026-Q1
Hook Mill Capital Partners, LP trimmed182,173$59M0.3%2026-Q1
CITADEL ADVISORS LLC trimmed176,241$57M0.3%2026-Q1
D. E. Shaw & Co., Inc. added172,906$56M0.3%2026-Q1
Sculptor Capital LP162,500$53M0.2%2026-Q1
Amundi trimmed161,687$53M0.2%2026-Q1
HRT FINANCIAL LP added160,200$52M0.2%2026-Q1
VICTORY CAPITAL MANAGEMENT INC trimmed150,121$49M0.2%2026-Q1
Artemis Investment Management LLP added149,589$49M0.2%2026-Q1
Invesco Ltd. trimmed149,083$49M0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC added139,930$46M0.2%2026-Q1
Freestone Grove Partners LP added137,021$45M0.2%2026-Q1
Woodline Partners LP added136,809$45M0.2%2026-Q1
DNB Asset Management AS added136,385$44M0.2%2026-Q1
Sumitomo Mitsui Trust Group, Inc. trimmed134,133$44M0.2%2026-Q1
GENEVA CAPITAL MANAGEMENT LLC trimmed132,865$43M0.2%2026-Q1
Nuveen, LLC trimmed130,176$42M0.2%2026-Q1
Assenagon Asset Management S.A. added126,742$41M0.2%2026-Q1
ROYAL BANK OF CANADA added121,634$40M0.2%2026-Q1
MARSHALL WACE, LLP added119,119$39M0.2%2026-Q1
MANE GLOBAL CAPITAL MANAGEMENT LP trimmed117,281$38M0.2%2026-Q1
Quantinno Capital Management LP added116,118$38M0.2%2026-Q1
VANGUARD ASSET MANAGEMENT, Ltd new109,376$36M0.2%2026-Q1
Benchstone Capital Management LP added97,140$32M0.1%2026-Q1
Retirement Systems of Alabama added93,316$30M0.1%2026-Q1
IEQ CAPITAL, LLC added92,740$30M0.1%2026-Q1
VOYA INVESTMENT MANAGEMENT LLC trimmed91,650$30M0.1%2026-Q1
Caisse de depot et placement du Quebec trimmed90,302$29M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added88,338$29M0.1%2026-Q1
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed85,312$28M0.1%2026-Q1
STATE OF MICHIGAN RETIREMENT SYSTEM added85,100$28M0.1%2026-Q1
SCOPUS ASSET MANAGEMENT, L.P. trimmed81,562$27M0.1%2026-Q1
VANGUARD GROUP INC trimmed6,350,396$1.8B8.4%2025-Q4 stale
Anomaly Capital Management, LP trimmed656,820$190M0.9%2025-Q4 stale
SAMLYN CAPITAL, LLC added555,717$141M0.6%2025-Q3 stale
Junto Capital Management LP added503,080$128M0.6%2025-Q3 stale
WESTFIELD CAPITAL MANAGEMENT CO LP added302,307$87M0.4%2025-Q4 stale
STEADFAST CAPITAL MANAGEMENT LP added332,500$79M0.4%2025-Q1 stale
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed317,729$74M0.3%2025-Q2 stale
Holocene Advisors, LP trimmed208,554$60M0.3%2025-Q4 stale
Walleye Capital LLC added172,877$50M0.2%2025-Q4 stale
Delta Global Management LP trimmed198,912$47M0.2%2025-Q1 stale
Bain Capital Public Equity Management II, LLC trimmed136,551$33M0.1%2025-Q1 stale
TWINBEECH CAPITAL LP added122,967$29M0.1%2025-Q2 stale
Cartenna Capital, LP trimmed115,000$27M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership