Burlington Stores, Inc. (NYSE: BURL) is a leading off-price apparel and home retailer in the U.S. Shares recently traded around $289 per share, giving the company a market value of roughly $17.9 billion.
Burlington Stores continues to expand its store footprint while navigating a retail environment shaped by margin pressure and uneven consumer demand. Looking at who owns Burlington Stores and how insiders have been trading helps show how large investors appear to be positioning around the company’s long-term earnings outlook.
Who Are Burlington Stores’ Top Shareholders?
Burlington Stores’ shareholder base is led by large institutional investors that tend to hold positions through market cycles. These firms provide a stable ownership foundation, while adjustments among active managers can offer insight into differing views on valuation and near-term performance.
- Capital International Investors: 8,607,808 shares (13.68%), $2.48B value. Added 2,123 shares (+0.02%).
- The Vanguard Group: 6,753,282 shares (10.73%), $1.95B value. Added 231,926 shares (+3.56%).
- BlackRock Institutional Trust Company, N.A.: 5,326,648 shares (8.46%), $1.54B value. Cut 38,826 shares (-0.72%).
- JPMorgan Asset Management: 5,289,264 shares (8.41%), $1.52B value. Added 753,798 shares (+16.62%).
- T. Rowe Price Investment Management: 2,442,262 shares (3.88%), $704M value. Cut 27,118 shares (-1.10%).
- State Street Investment Management (US): 2,184,171 shares (3.47%), $630M value. Added 26,529 shares (+1.23%).
- Atlanta Capital Management Company, L.L.C.: 1,905,738 shares (3.03%), $549M value. Cut 69,809 shares (-3.53%).
- Fidelity Management & Research Company LLC: 1,310,780 shares (2.08%), $378M value. Added 113,440 shares (+9.47%).
- Geode Capital Management, L.L.C.: 1,206,102 shares (1.92%), $348M value. Added 29,633 shares (+2.52%).
- SRS Investment Management, LLC: 1,153,720 shares (1.83%), $333M value. Cut 318,417 shares (-21.63%).
- MFS Investment Management: 907,894 shares (1.44%), $262M value. Added 57,223 shares (+6.73%).
For investors, this ownership mix suggests Burlington Stores remains firmly supported by long-term institutional capital, even as some active managers fine-tune exposure based on valuation and the retail operating backdrop.
Hedge Fund Highlights
Balyasny Asset Management LP, founded by Dmitry Balyasny, sharply increased its Burlington Stores position last quarter, boosting its stake by roughly 579% to a holding valued at about $187M. The scale of the increase suggests Burlington Stores has become a more meaningful position within the firm’s portfolio.
Samlyn Capital, led by founder Robert Pohly, also raised its Burlington Stores exposure, increasing its position by approximately 68% to around $141M. The size of the holding indicates Burlington Stores may be viewed as a higher-conviction idea within Samlyn’s consumer portfolio.
Alkeon Capital Management, founded by Panayotis Sparaggis, expanded its Burlington Stores stake by roughly 50%, bringing its position to about $134M. This move may reflect confidence in the off-price model and Burlington Stores’ long-term store expansion opportunity.
Shellback Capital, run by founder Jon Hilsabeck, increased its Burlington Stores position by approximately 58% to a stake worth around $20M. While smaller in dollar terms, the increase suggests Burlington Stores is becoming more relevant within the fund.
For investors, these moves point to selective but meaningful hedge fund interest, with several managers increasing exposure while remaining measured about near-term retail uncertainty.
Track the top shareholders of over 50,000 global stocks (It’s free) >>>
Burlington Stores’ Recent Insider Trades
Insider filings for Burlington Stores show limited activity, with transactions skewed toward small sales.
- Jennifer Vecchio (Officer): Sold shares across multiple transactions at prices between roughly $244 and $277.
- Matthew Pasch (Officer): Sold 48 shares at approximately $260.
- Travis Marquette (Officer): Sold small amounts across multiple trades at prices around $260 to $263.
- Michael C. Skirvin (Director): Reported 310 shares at $0, which appears to reflect a non-open-market transaction.
For investors, insider activity appears cautious but minimal in size, with each transaction representing 0.00% of shares outstanding and offering limited signal beyond personal portfolio management.
See recent insider trade data for over 50,000 global stocks (It’s free) >>>
What the Ownership & Insider Trade Data Tell Us
Burlington Stores’ ownership remains anchored by large institutional investors with long-term horizons, while hedge fund positioning shows growing interest from several well-known managers. Insider activity appears light and tilted toward small sales, though the scale of these transactions does not materially change overall ownership.
For investors, the combined data suggest Burlington Stores continues to attract long-term capital support, even as both institutions and insiders appear selective at current price levels.
Value Any Stock in Under 60 Seconds (It’s Free)
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
