Titelia

Fund shareholders of Burlington Stores Inc

ISIN US1220171060 · United States · LEI 5299003Z37DVGKKC1W09

Fund shareholders
573
Of which ETFs
139 434 other funds
Value held
11B $ 453.3M SEK · 2.8M €
Share of capital
55.2 % of 62.7M shares on Feb 28, 2026

573 funds hold this company. This table lists the 572 that declare it in a regulatory filing. 1 more fund publishes its holdings in its own report. It is not in the table.

FundSharesValueWeight in fundShare of capital
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 17,1385.5M $0.07 %0.03 %as of Apr 30, 2026
PRIMECAP Odyssey Stock Fund PRIMECAP Odyssey Funds 16,1005.2M $0.12 %0.03 %as of Apr 30, 2026
ALGER MID CAP GROWTH FUND ALGER FUNDS 15,9895.1M $1.84 %0.03 %as of Apr 30, 2026
Calvert Small/Mid-Cap Fund Calvert Management Series 15,9045.2M $2.66 %0.03 %as of Mar 31, 2026
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 15,1874.9M $0.73 %0.02 %as of Mar 31, 2026
Victory 500 Index Fund Victory Portfolios III 14,6914.7M $0.03 %0.02 %as of Apr 30, 2026
Virtus Silvant Mid-Cap Growth Fund Virtus Investment Trust 14,6284.8M $1.13 %0.02 %as of Mar 31, 2026
EQ/ClearBridge Select Equity Managed Volatility Portfolio EQ Advisors Trust 14,5514.7M $0.81 %0.02 %as of Mar 31, 2026
Mid Cap Growth Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST 14,5184.7M $0.94 %0.02 %as of Mar 31, 2026
Victory Growth & Income Fund Victory Portfolios III 14,3634.6M $0.21 %0.02 %as of Apr 30, 2026
Six Circles Managed Equity Portfolio U.S. Unconstrained Fund SIX CIRCLES TRUST 14,1154.6M $0.02 %0.02 %as of Mar 31, 2026
THRIVENT MID CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 14,0104.6M $0.63 %0.02 %as of Mar 31, 2026
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 14,0054.3M $0.04 %0.02 %as of Feb 28, 2026
CRM MID CAP VALUE FUND CRM Mutual Fund Trust 14,0014.5M $1.69 %0.02 %as of Apr 30, 2026
Optimum Small-Mid Cap Growth Fund Optimum Fund Trust 13,4154.4M $0.58 %0.02 %as of Mar 31, 2026
EQ/400 Managed Volatility Portfolio EQ Advisors Trust 13,3584.3M $0.57 %0.02 %as of Mar 31, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 13,1124.2M $0.04 %0.02 %as of Apr 30, 2026
Victory RS Growth Fund Victory Portfolios 12,7404.1M $1.24 %0.02 %as of Mar 31, 2026
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 12,7324.1M $0.04 %0.02 %as of Mar 31, 2026
JPMorgan Research Market Neutral Fund JPMorgan Trust I 12,6804.1M $1.22 %0.02 %as of Apr 30, 2026
NYLIM VP Dimensional U.S. Equity Portfolio NEW YORK LIFE INVESTMENTS VP FUNDS TRUST 12,4174M $0.43 %0.02 %as of Mar 31, 2026
Columbia Variable Portfolio - Select Mid Cap Value Fund Columbia Funds Variable Series Trust II 12,4174M $1.57 %0.02 %as of Mar 31, 2026
SIIT SMALL/MID CAP FUND SEI INSTITUTIONAL INVESTMENTS TRUST 12,3703.8M $0.43 %0.02 %as of Feb 28, 2026
iShares U.S. Consumer Discretionary ETF iShares Trust 12,2813.9M $0.33 %0.02 %as of Apr 30, 2026
Mid Value Trust John Hancock Variable Insurance Trust 12,1193.9M $0.62 %0.02 %as of Mar 31, 2026
CAPITAL GROWTH PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 12,1003.9M $0.17 %0.02 %as of Mar 31, 2026
Schwab U.S. Mid-Cap Index Fund SCHWAB CAPITAL TRUST 12,0303.8M $0.15 %0.02 %as of Apr 30, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 11,7603.8M $0.07 %0.02 %as of Apr 30, 2026
JNL/Mellon Consumer Discretionary Sector Fund JNL Series Trust 11,4633.7M $0.33 %0.02 %as of Mar 31, 2026
CVT S&P MidCap 400 Index Portfolio Calvert Variable Trust, Inc. 11,4553.7M $0.61 %0.02 %as of Mar 31, 2026
First Trust Consumer Discretionary AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,1913.6M $1.35 %0.02 %as of Apr 30, 2026
NVIT GS Large Cap Equity Fund Nationwide Variable Insurance Trust 10,9453.6M $0.40 %0.02 %as of Mar 31, 2026
iShares Russell Mid-Cap Index Fund BlackRock Funds 10,9223.5M $0.15 %0.02 %as of Apr 30, 2026
Mid Cap Strategic Growth Fund VALIC Co I 10,9033.3M $0.31 %0.02 %as of Feb 28, 2026
MID-CAP INDEX PORTFOLIO VANGUARD VARIABLE INSURANCE FUNDS 10,8773.5M $0.11 %0.02 %as of Mar 31, 2026
Avantis U.S. Large Cap Value Fund American Century ETF Trust 10,8413.3M $0.46 %0.02 %as of Feb 28, 2026
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 10,7823.3M $0.20 %0.02 %as of Feb 28, 2026
Invesco MSCI USA ETF Invesco Exchange-Traded Fund Trust II 10,7153.3M $0.03 %0.02 %as of Feb 28, 2026
VANGUARD RUSSELL 1000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 10,5093.2M $0.03 %0.02 %as of Feb 28, 2026
Calvert VP SRI Balanced Portfolio Calvert Variable Series, Inc. 10,5003.4M $0.82 %0.02 %as of Mar 31, 2026
iShares U.S. Equity Factor Rotation Active ETF BlackRock ETF Trust 10,4873.4M $0.01 %0.02 %as of Apr 30, 2026
Carillon Chartwell Small Cap Fund Carillon Series Trust 10,4033.4M $1.78 %0.02 %as of Mar 31, 2026
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 10,3963.4M $0.11 %0.02 %as of Mar 31, 2026
State Street(R) SPDR(R) S&P(R) Retail ETF SPDR SERIES TRUST 10,2913.3M $1.54 %0.02 %as of Mar 31, 2026
BNY Mellon US Mid Cap Core Equity ETF BNY Mellon ETF Trust 10,2463.3M $0.53 %0.02 %as of Apr 30, 2026
JPMorgan SMID Cap Equity Fund JPMorgan Trust II 10,1253.3M $1.15 %0.02 %as of Mar 31, 2026
Fidelity U.S. Sustainability Index Fund Fidelity Salem Street Trust 9,9123.2M $0.06 %0.02 %as of Apr 30, 2026
AVIP S&P MidCap 400 Index Portfolio AuguStar Variable Insurance Products Fund Inc 9,8053.2M $0.63 %0.02 %as of Mar 31, 2026
iShares MSCI USA Equal Weighted ETF iShares, Inc. 9,7063M $0.19 %0.02 %as of Feb 28, 2026
Eaton Vance Growth Fund Eaton Vance Special Investment Trust 9,6403.1M $0.79 %0.02 %as of Mar 31, 2026
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 9,6002.9M $0.24 %0.02 %as of Feb 28, 2026
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 9,5763.1M $0.06 %0.02 %as of Apr 30, 2026
Transamerica Multi-Managed Balanced TRANSAMERICA FUNDS 9,4243M $0.20 %0.02 %as of Apr 30, 2026
SA Mid Cap Index Portfolio SUNAMERICA SERIES TRUST 9,3953M $0.58 %0.01 %as of Apr 30, 2026
Avantis U.S. Mid Cap Value ETF American Century ETF Trust 9,3662.9M $0.56 %0.01 %as of Feb 28, 2026
Bridge Builder Large Cap Growth Fund Bridge Builder Trust 9,2643M $0.01 %0.01 %as of Mar 31, 2026
RBC SMID Cap Growth Fund RBC Funds Trust 9,1803M $2.70 %0.01 %as of Mar 31, 2026
Alger Mid Cap Growth Portfolio ALGER PORTFOLIOS 9,0763M $2.10 %0.01 %as of Mar 31, 2026
JPMorgan U.S. Sustainable Leaders Fund JPMorgan Trust I 8,8992.9M $1.04 %0.01 %as of Mar 31, 2026
JNL/JPMorgan Hedged Equity Fund JNL Series Trust 8,8832.9M $0.36 %0.01 %as of Mar 31, 2026
AST J.P. Morgan Aggressive Multi-Asset Portfolio Advanced Series Trust 8,8412.9M $0.14 %0.01 %as of Mar 31, 2026
T. Rowe Price Integrated U.S. Small-Mid Cap Core Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. 8,7422.8M $0.20 %0.01 %as of Mar 31, 2026
AZL Mid Cap Index Fund Allianz Variable Insurance Products Trust 8,6512.8M $0.63 %0.01 %as of Mar 31, 2026
Nationwide Mid Cap Market Index Fund Nationwide Mutual Funds 8,5832.7M $0.57 %0.01 %as of Apr 30, 2026
Fidelity Flex 500 Index Fund Fidelity Concord Street Trust 8,4982.6M $0.03 %0.01 %as of Feb 28, 2026
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,3412.7M $0.27 %0.01 %as of Mar 31, 2026
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 8,2712.6M $0.02 %0.01 %as of Apr 30, 2026
NYLI Candriam U.S. Mid Cap Equity ETF New York Life Investments ETF Trust 8,2642.6M $0.84 %0.01 %as of Apr 30, 2026
Transamerica Multi-Managed Balanced VP TRANSAMERICA SERIES TRUST 8,1872.7M $0.21 %0.01 %as of Mar 31, 2026
AQR Managed Futures Strategy HV Fund AQR Funds 8,0192.6M $0.21 %0.01 %as of Mar 31, 2026
Guardian Small-Mid Cap Core VIP Fund Guardian Variable Products Trust 8,0092.6M $1.39 %0.01 %as of Mar 31, 2026
AQR Managed Futures Strategy Fund AQR Funds 7,9482.6M $0.09 %0.01 %as of Mar 31, 2026
Fidelity Equity-Income K6 Fund Fidelity Devonshire Trust 7,9442.5M $0.56 %0.01 %as of Apr 30, 2026
JPMORGAN BETABUILDERS U.S. EQUITY ETF J.P. Morgan Exchange-Traded Fund Trust 7,9052.5M $0.03 %0.01 %as of Apr 30, 2026
EQ/Common Stock Index Portfolio EQ Advisors Trust 7,8002.5M $0.03 %0.01 %as of Mar 31, 2026
iShares MSCI USA Quality GARP ETF iShares Trust 7,7722.5M $0.19 %0.01 %as of Mar 31, 2026
Invesco S&P Midcap 400 QVM Multi-Factor ETF Invesco Exchange-Traded Fund Trust II 7,6552.3M $0.58 %0.01 %as of Feb 28, 2026
Capital Group U.S. Equity Fund Capital Group U.S. Equity Fund 7,6082.4M $0.59 %0.01 %as of Apr 30, 2026
iShares ESG Select Screened S&P Mid-Cap ETF iShares Trust 7,5852.5M $0.71 %0.01 %as of Mar 31, 2026
iShares Dynamic Equity Active ETF BlackRock ETF Trust 7,5472.4M $0.09 %0.01 %as of Apr 30, 2026
Pacer Trendpilot US Mid Cap ETF Pacer Funds Trust 7,1652.3M $0.58 %0.01 %as of Apr 30, 2026
Empower Small Cap Growth Fund EMPOWER FUNDS, INC. 7,0492.3M $1.01 %0.01 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 6,8942.2M $0.09 %0.01 %as of Apr 30, 2026
Hilton Small-MidCap Opportunity ETF Tidal Trust II 6,8472.2M $1.70 %0.01 %as of Apr 30, 2026
SIMT Small Cap Growth Fund SEI INSTITUTIONAL MANAGED TRUST 6,8432.2M $0.82 %0.01 %as of Mar 31, 2026
iShares Morningstar Mid-Cap ETF iShares Trust 6,7912.2M $0.14 %0.01 %as of Apr 30, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 6,7752.2M $0.04 %0.01 %as of Mar 31, 2026
Allspring VT Discovery SMID Cap Growth Fund Allspring VARIABLE TRUST 6,7502.2M $1.70 %0.01 %as of Mar 31, 2026
Carillon Chartwell Small Cap Growth Fund Carillon Series Trust 6,7222.2M $1.70 %0.01 %as of Mar 31, 2026
Calvert U.S. Large Cap Core Responsible Index Fund Calvert Responsible Index Series, Inc. 6,4902.1M $0.04 %0.01 %as of Mar 31, 2026
DWS Small Cap Growth Fund DEUTSCHE DWS INVESTMENT TRUST 6,2612M $0.80 %0.01 %as of Mar 31, 2026
Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund Goldman Sachs Variable Insurance Trust 6,2002M $0.59 %0.01 %as of Mar 31, 2026
SEI Select Small Cap ETF SEI EXCHANGE TRADED FUNDS 5,9942M $0.45 %0.01 %as of Mar 31, 2026
NAA MID GROWTH SERIES New Age Alpha Variable Funds Trust 5,9851.9M $1.22 %0.01 %as of Mar 31, 2026
First Trust Multi Cap Growth AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 5,8731.9M $0.39 %0.01 %as of Apr 30, 2026
iShares Morningstar Growth ETF iShares Trust 5,8561.9M $0.06 %0.01 %as of Apr 30, 2026
AQR Multi-Asset Fund AQR Funds 5,7941.9M $0.08 %0.01 %as of Mar 31, 2026
Virtus Terranova U.S. Quality Momentum ETF Virtus ETF Trust II 5,7321.8M $0.78 %0.01 %as of Apr 30, 2026
VANGUARD TAX-MANAGED BALANCED FUND VANGUARD TAX-MANAGED FUNDS 5,6841.8M $0.02 %0.01 %as of Mar 31, 2026
JPMorgan Global Allocation Fund JPMorgan Trust I 5,6321.8M $0.07 %0.01 %as of Apr 30, 2026

Download this table: CSV, JSON

Report an error

The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Vaughan Nelson Mid Cap Fund Natixis Funds Trust II 4.57 %as of Mar 31, 2026
Bain Capital Equity Opportunities Fund Northern Lights Variable Trust 4.32 %as of Mar 31, 2026
Eaton Vance Atlanta Capital SMID-Cap Fund Eaton Vance Growth Trust 3.91 %as of Mar 31, 2026
PGIM Jennison Mid-Cap Growth Fund Prudential Jennison Mid-Cap Growth Fund, Inc. 3.81 %as of Feb 27, 2026
Geneva SMID Cap Growth Fund Series Portfolios Trust 3.70 %as of Feb 28, 2026
TRIBUTARY SMALL/MID CAP FUND TRIBUTARY CAPITAL MANAGEMENT, LLC 3.16 %as of Mar 31, 2026
Nationwide Geneva Mid Cap Growth Fund Nationwide Mutual Funds 2.99 %as of Apr 30, 2026
Saratoga Mid Capitalization Portfolio SARATOGA ADVANTAGE TRUST 2.96 %as of Feb 28, 2026
EQ/MFS Mid Cap Focused Growth Portfolio EQ Advisors Trust 2.92 %as of Mar 31, 2026
Victory RS Mid Cap Growth Fund Victory Portfolios 2.81 %as of Mar 31, 2026

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2554+1734,463,297-5.6 %
2026Q1537+736,505,732-0.7 %
2025Q4530-136,751,003-2.3 %
2025Q3531-3037,596,963+8.8 %
2025Q2561-1534,554,510+2.2 %
2025Q1576-1733,805,769+2.4 %
2024Q4593+1733,011,643-3.9 %
2024Q3576+3834,338,594-4.1 %
2024Q2538+1335,814,223+1.9 %
2024Q1525+9535,134,921+6.1 %
2023Q443033,126,936

Institutional managers

612 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.6,535,0362.1B $as of Mar 31, 2026
JPMORGAN CHASE & CO6,506,0552B $as of Mar 31, 2026
Capital International Investors6,168,7852B $as of Mar 31, 2026
T. Rowe Price Investment Management, Inc.2,798,187910.5K $as of Mar 31, 2026
MORGAN STANLEY2,266,777737.6M $as of Mar 31, 2026
STATE STREET CORP2,227,964724.9M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC1,338,259430.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,271,187412.6M $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,226,069403M $as of Mar 31, 2026
FMR LLC1,200,589390.6M $as of Mar 31, 2026
SRS Investment Management, LLC1,156,869376.4M $as of Mar 31, 2026
Alyeska Investment Group, L.P.909,820296M $as of Mar 31, 2026
Capital World Investors896,117291.6M $as of Mar 31, 2026
JANUS HENDERSON GROUP PLC880,017286.3M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/853,634277.8K $as of Mar 31, 2026
PRIMECAP MANAGEMENT CO/CA/792,590257.9M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC626,837204M $as of Mar 31, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC615,377200.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP612,805199.3M $as of Mar 31, 2026
NORTHERN TRUST CORP580,798189M $as of Mar 31, 2026
ALKEON CAPITAL MANAGEMENT LLC545,000177.3M $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP542,252176.4M $as of Mar 31, 2026
Dorsal Capital Management, LP500,000162.7M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC473,042153.9M $as of Mar 31, 2026
Clearbridge Investments, LLC467,043152M $as of Mar 31, 2026

Declared shareholders of Burlington Stores Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Capital International Investors 10.00 %6,261,574as of Mar 31, 2026 · SCHEDULE 13G
Vanguard Capital Management 5.36 %3,362,230as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of Burlington Stores Inc

36 funds declare 36 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Franklin Convertible Securities Fund169M $as of Apr 30, 2026
NYLIM VP MacKay Convertible Portfolio116.7M $as of Mar 31, 2026
NYLI MacKay Convertible Fund115.5M $as of Apr 30, 2026
iShares Convertible Bond ETF17.6M $as of Apr 30, 2026
Virtus Income & Growth Fund17.2M $as of Mar 31, 2026
Virtus Convertible Fund16.8M $as of Mar 31, 2026
Invesco Convertible Securities Fund16.6M $as of Mar 31, 2026
Fidelity Convertible Securities Fund15.2M $as of Feb 28, 2026
Putnam Convertible Securities Fund15M $as of Apr 30, 2026
Fidelity Strategic Dividend and Income Fund12.3M $as of Feb 28, 2026
Empower High Yield Bond Fund12.1M $as of Mar 31, 2026
Loomis Sayles Strategic Income Fund11.8M $as of Mar 31, 2026
Voya Global Income & Growth Fund1980.9K $as of Feb 28, 2026
Empower Core Strategies: Flexible Bond Fund1481.8K $as of Mar 31, 2026
First Trust SSI Strategic Convertible Securities ETF1468.2K $as of Apr 30, 2026
Empower Multi-Sector Bond Fund1377.9K $as of Mar 31, 2026
Multi-Manager Alternative Strategies Fund1367.7K $as of Feb 28, 2026
Loomis Sayles Fixed Income Fund1321.8K $as of Mar 31, 2026
Putnam Diversified Income Trust1309.5K $as of Mar 31, 2026
THRIVENT CONSERVATIVE ALLOCATION FUND1297K $as of Mar 31, 2026
THRIVENT MULTISECTOR BOND FUND1231K $as of Apr 30, 2026
THRIVENT CONSERVATIVE ALLOCATION PORTFOLIO 1221.1K $as of Mar 31, 2026
Loomis Sayles High Income Opportunities Fund1183.2K $as of Mar 31, 2026
Wilshire Income Opportunities Fund1182.6K $as of Mar 31, 2026
Loomis Sayles Institutional High Income Fund1178.2K $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of Burlington Stores Inc". https://titelia.com/en/stocks/burlington-stores-inc-US1220171060