BURL Institutional Ownership
Burlington Stores, Inc.
1W: -8.2%
1M: -5.3%
3M: -34.8%
YTD: -19.1%
1Y: -10.0%
3Y: +100.0%
5Y: -12.4%
$235.15
-6.11 (-2.53%)
After Hours: $235.90 (+0.75, +0.32%)
Weekly Expected Move ±4.8%
$224
$236
$248
$259
$271
Credit Risk of going bust: lower than 63% of companies Debt: 28.0% of company value Bonds: $112.8M held by 41 funds → details ▾
Of US companies ranked in the safest four tenths, about 1 in 3,500 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.71 (down 98%), Burlington Stores, Inc. would be worth roughly what it owes.
Total debt $5.91B against a stock market value of $15.15B.
Distance to default 6.58 (Merton model): prices to 2026-10-26, balance sheet 2026-08-01, debt counted $1.41B (short-term plus half of long-term), stock volatility 40.4%; Altman Z'' 1.97. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $3.71 (down 98%), Burlington Stores, Inc. would be worth roughly what it owes.
Total debt $5.91B against a stock market value of $15.15B.
Distance to default 6.58 (Merton model): prices to 2026-10-26, balance sheet 2026-08-01, debt counted $1.41B (short-term plus half of long-term), stock volatility 40.4%; Altman Z'' 1.97. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — BURL
720
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
$19B
Total Invested
93
New Positions
275
Increased
280
Reduced
60
Closed
1.30
Put/Call Ratio
Ownership Trends
Top Institutional Holders (767 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 6,810,348 | $1.6B | +275,312 | +4.2% | 8Q | SEC ↗ |
| 2 | JPMORGAN CHASE & CO | 6,284,294 | $1.5B | -221,761 | -3.4% | 45Q | SEC ↗ |
| 3 | Capital International Investors | 5,466,722 | $1.3B | -702,063 | -11.4% | 24Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,096,969 | $747M | +68,715 | +2.3% | 2Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 2,843,988 | $686M | +32,648 | +1.2% | 2Q | SEC ↗ |
| 6 | T. Rowe Price Investment Management, I | 2,548,758 | $615M | -249,429 | -8.9% | 17Q | SEC ↗ |
| 7 | STATE STREET CORP | 2,344,548 | $566M | +116,584 | +5.2% | 46Q | SEC ↗ |
| 8 | MORGAN STANLEY | 2,110,639 | $509M | -156,138 | -6.9% | 51Q | SEC ↗ |
| 9 | AQR CAPITAL MANAGEMENT LLC | 1,450,868 | $350M | +112,609 | +8.4% | 14Q | SEC ↗ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 1,277,055 | $308M | +5,868 | +0.5% | 51Q | SEC ↗ |
| 11 | FMR LLC | 1,203,303 | $290M | +2,714 | +0.2% | 46Q | SEC ↗ |
| 12 | SRS Investment Management, LLC | 1,075,291 | $259M | -81,578 | -7.1% | 10Q | SEC ↗ |
| 13 | PRICE T ROWE ASSOCIATES INC /MD | 1,050,437 | $253M | +196,803 | +23.1% | 16Q | SEC ↗ |
| 14 | Alyeska Investment Group, L.P. | 1,049,778 | $253M | +139,958 | +15.4% | 19Q | SEC ↗ |
| 15 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 1,038,322 | $251M | -187,747 | -15.3% | 28Q | SEC ↗ |
| 16 | Jupiter Topco LLC NEW | 894,021 | $216M | — | +0.0% | 1Q | SEC ↗ |
| 17 | JANUS HENDERSON GROUP PLC | 880,017 | $212M | +8,361 | +1.0% | 33Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 878,425 | $212M | +405,383 | +85.7% | 15Q | SEC ↗ |
| 19 | PRIMECAP MANAGEMENT CO/CA | 840,960 | $203M | +48,370 | +6.1% | 15Q | SEC ↗ |
| 20 | NORGES BANK NEW | 819,920 | $198M | — | +0.0% | 1Q | SEC ↗ |
| 21 | AMERICAN CENTURY COMPANIES INC | 716,826 | $173M | +89,989 | +14.4% | 15Q | SEC ↗ |
| 22 | DIMENSIONAL FUND ADVISORS LP | 664,675 | $160M | +51,870 | +8.5% | 46Q | SEC ↗ |
| 23 | WELLINGTON MANAGEMENT GROUP LLP | 650,492 | $157M | +108,240 | +20.0% | 49Q | SEC ↗ |
| 24 | UBS AM, a distinct business unit of UB | 597,886 | $144M | -17,491 | -2.8% | 49Q | SEC ↗ |
| 25 | ALKEON CAPITAL MANAGEMENT LLC | 585,000 | $141M | +40,000 | +7.3% | 6Q | SEC ↗ |
| 26 | NORTHERN TRUST CORP | 562,340 | $136M | -18,458 | -3.2% | 51Q | SEC ↗ |
| 27 | Clearbridge Investments, LLC | 526,477 | $127M | +59,434 | +12.7% | 39Q | SEC ↗ |
| 28 | Dorsal Capital Management, LP | 500,000 | $121M | — | +0.0% | 19Q | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 469,590 | $113M | +2,953 | +0.6% | 51Q | SEC ↗ |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 431,194 | $104M | +6,875 | +1.6% | 15Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 431,194 | $104M | — | +0.0% | 1Q | SEC ↗ |
| 32 | BANK OF AMERICA CORP /DE | 407,119 | $98M | -1,616 | -0.4% | 15Q | SEC ↗ |
| 33 | VANGUARD FIDUCIARY TRUST CO | 405,917 | $98M | +10,416 | +2.6% | 2Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 380,575 | $92M | +52,907 | +16.1% | 7Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 360,739 | $87M | +114,514 | +46.5% | 16Q | SEC ↗ |
| 36 | Stephens Investment Management Group L | 353,673 | $85M | +43,859 | +14.2% | 38Q | SEC ↗ |
| 37 | UBS Group AG | 347,059 | $84M | -85,972 | -19.9% | 47Q | SEC ↗ |
| 38 | GW&K Investment Management, LLC | 324,761 | $78M | -14,697 | -4.3% | 48Q | SEC ↗ |
| 39 | JENNISON ASSOCIATES LLC | 316,336 | $76M | -10,264 | -3.1% | 46Q | SEC ↗ |
| 40 | Legal & General Group Plc | 302,614 | $73M | +26,956 | +9.8% | 27Q | SEC ↗ |
| 41 | VAUGHAN NELSON INVESTMENT MANAGEMENT, | 271,476 | $65M | -71,265 | -20.8% | 5Q | SEC ↗ |
| 42 | ALLIANCEBERNSTEIN L.P. | 271,203 | $65M | -14,286 | -5.0% | 49Q | SEC ↗ |
| 43 | MANUFACTURERS LIFE INSURANCE COMPANY, | 265,647 | $64M | -6,890 | -2.5% | 51Q | SEC ↗ |
| 44 | SCHRODER INVESTMENT MANAGEMENT GROUP | 242,236 | $58M | +30,281 | +14.3% | 26Q | SEC ↗ |
| 45 | MARSHALL WACE, LLP | 227,440 | $55M | +108,136 | +90.6% | 4Q | SEC ↗ |
| 46 | DEUTSCHE BANK AG | 218,954 | $53M | -4,007 | -1.8% | 51Q | SEC ↗ |
| 47 | CITIGROUP INC | 214,991 | $52M | +174,973 | +437.2% | 51Q | SEC ↗ |
| 48 | Chicago Capital, LLC | 196,193 | $47M | +5,090 | +2.7% | 25Q | SEC ↗ |
| 49 | MILLENNIUM MANAGEMENT LLC | 189,514 | $46M | -9,252 | -4.7% | 51Q | SEC ↗ |
| 50 | RHUMBLINE ADVISERS | 187,279 | $45M | +3,657 | +2.0% | 51Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 894,021 | $216M |
| NORGES BANK | 819,920 | $198M |
| Sixth Street Partners Management Co | 431,194 | $104M |
| TWO SIGMA INVESTMENTS, LP | 81,500 | $20M |
| LOGAN CAPITAL MANAGEMENT INC | 63,001 | $15M |
| PFA Pension, Forsikringsaktieselska | 58,072 | $14M |
| AGF MANAGEMENT LTD | 42,784 | $10M |
| CAPITAL FUND MANAGEMENT S.A. | 31,222 | $8M |
| Nykredit A/S | 29,049 | $7M |
| TWINBEECH CAPITAL LP | 18,138 | $4M |
| Graham Capital Management, L.P. | 17,990 | $4M |
| Verition Fund Management LLC | 17,440 | $4M |
| Carlson Capital, L.P. | 17,199 | $4M |
| Fideuram Asset Management (Ireland) | 12,178 | $3M |
| Moran Wealth Management, LLC | 11,064 | $3M |
| SG Americas Securities, LLC | 10,191 | $2M |
| Walleye Capital LLC | 9,260 | $2M |
| Aristides Capital LLC | 8,104 | $2M |
| Bridgewater Associates, LP | 7,707 | $2M |
| Dockside LLC | 7,294 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Capital World Investors | 896,117 | $216M |
| Anomaly Capital Management, LP | 656,820 | $158M |
| Qube Research & Technologies Ltd | 383,231 | $92M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 302,307 | $73M |
| Holocene Advisors, LP | 208,554 | $50M |
| Alua Capital Management LP | 185,800 | $45M |
| Freestone Grove Partners LP | 137,021 | $33M |
| Woodline Partners LP | 136,809 | $33M |
| CRAMER ROSENTHAL MCGLYNN LLC | 45,128 | $11M |
| MARSICO CAPITAL MANAGEMENT LLC | 44,242 | $11M |
| PBU - The Pension Fund of Early Chi | 26,873 | $6M |
| Atom Investors LP | 21,359 | $5M |
| FORA Capital, LLC | 19,895 | $5M |
| Darwins River Capital, LP | 17,629 | $4M |
| Cinctive Capital Management LP | 15,564 | $4M |
| Skandinaviska Enskilda Banken AB (p | 12,078 | $3M |
| Fund 1 Investments, LLC | 11,900 | $3M |
| Jefferies Financial Group Inc. | 10,648 | $3M |
| Polar Asset Management Partners Inc | 10,182 | $2M |
| Empowered Funds, LLC | 8,754 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +405,383 | +85.7% | 878,425 |
| BlackRock, Inc. | +275,312 | +4.2% | 6,810,348 |
| PRICE T ROWE ASSOCIATES INC /MD | +196,803 | +23.1% | 1,050,437 |
| JANE STREET GROUP, LLC | +177,053 | +4412.0% | 181,066 |
| CITIGROUP INC | +174,973 | +437.2% | 214,991 |
| Alyeska Investment Group, L.P. | +139,958 | +15.4% | 1,049,778 |
| STATE STREET CORP | +116,584 | +5.2% | 2,344,548 |
| AMERIPRISE FINANCIAL INC | +114,514 | +46.5% | 360,739 |
| AQR CAPITAL MANAGEMENT LLC | +112,609 | +8.4% | 1,450,868 |
| WELLINGTON MANAGEMENT GROUP LLP | +108,240 | +20.0% | 650,492 |
| MARSHALL WACE, LLP | +108,136 | +90.6% | 227,440 |
| Squarepoint Ops LLC | +91,615 | +367.4% | 116,548 |
| AMERICAN CENTURY COMPANIES INC | +89,989 | +14.4% | 716,826 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +68,715 | +2.3% | 3,096,969 |
| NEUBERGER BERMAN GROUP LLC | +68,197 | +89.8% | 144,106 |
| Susquehanna Portfolio Strategies, L | +61,955 | +416.3% | 76,839 |
| Clearbridge Investments, LLC | +59,434 | +12.7% | 526,477 |
| HRT FINANCIAL LP | +57,459 | +223.2% | 83,198 |
| RAYMOND JAMES FINANCIAL INC | +52,907 | +16.1% | 380,575 |
| DIMENSIONAL FUND ADVISORS LP | +51,870 | +8.5% | 664,675 |