BURNYSEFinance ServicesFiscal year ends December 31
Burford Capital Ltd
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$3.08+0.08 (+2.67%)
Close on Oct 19, 2026
- Market cap
- $693.27M
- P/E (TTM)
- –
- Dividend yield
- 405.84%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
69.4%
152M of 220M shares
Institutional holders
234
56 new, 42 sold out
Net institutional buying
11M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Orbis Investment Management Ltd | 20,244,986 | 9.20% | 13G (passive) amendment | Jun 30, 2026 |
| Columbia Management Investment Advisers, LLC | 18,474,414 | 8.40% | 13G (passive) amendment | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 12,318,250 | 5.60% | 13G (passive) amendment | Mar 31, 2026 |
| Conifer Management, L.L.C. | 12,148,278 | 5.60% | 13G (passive) | Dec 31, 2025 |
| Orbis Investment Management Limited | 11,819,638 | 5.40% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 11,343,552 | 5.20% | 13G (passive) | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BUR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Ameriprise Financial Inc | 18,474,414 | 8.41% | $75.75M | +6,156,164 | 0.02% |
| BlackRock, Inc. | 17,349,811 | 7.90% | $71.13M | +1,560,312 | 0.00% |
| Orbis Allan Gray Ltd | 14,673,240 | 6.68% | $60.16M | +1,652,792 | 0.21% |
| Pictet North America Advisors SA | 7,647,727 | 3.48% | $31.30M | – | 2.76% |
| Aqr Capital Management LLC | 6,268,451 | 2.85% | $25.70M | +5,573,055 | 0.01% |
| Bank Of Montreal /Can/ | 5,240,892 | 2.39% | $4.91B | −2,125,959 | 1.62% |
| Invesco Ltd. | 4,778,963 | 2.18% | $19.59M | −754,241 | 0.00% |
| M&g PLC | 4,517,728 | 2.06% | $18.25M | +2,864,279 | 0.09% |
| Barrow Hanley Mewhinney & Strauss LLC | 4,363,019 | 1.99% | $17.89M | +1,259,401 | 0.05% |
| Cooke & Bieler LP | 3,781,152 | 1.72% | $15.50M | −1,890,870 | 0.18% |
| State Street Corp | 3,778,177 | 1.72% | $15.49M | +226,498 | 0.00% |
| D. E. Shaw & Co., Inc. | 3,577,247 | 1.63% | $14.67M | +2,609,417 | 0.01% |
| Greenhaven Road Investment Management, L.P. | 3,042,947 | 1.39% | $12.48M | +902,635 | 8.10% |
| abrdn plc | 2,731,183 | 1.24% | $11.20M | +49,559 | 0.02% |
| Geode Capital Management, LLC | 2,632,387 | 1.20% | $10.79M | +207,264 | 0.00% |
| Morgan Stanley | 2,266,275 | 1.03% | $9.29M | +261,798 | 0.00% |
| DG Capital Management, LLC | 2,244,180 | 1.02% | $9.20M | +2,150,496 | 1.94% |
| Barclays PLC | 1,921,501 | 0.88% | $7.88M | −3,440,113 | 0.00% |
| Bandera Partners LLC | 1,756,762 | 0.80% | $7.20M | – | 2.54% |
| Vanguard Portfolio Management LLC | 1,714,844 | 0.78% | $7.03M | +93,385 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 234 | 152M | 69.4% | 56 / 95 | 48 / 42 | 38M | 27M |
| Q1 2026 | 227 | 143M | 64.9% | 42 / 85 | 71 / 34 | 30M | 18M |
| Q4 2025 | 221 | 133M | 60.4% | 47 / 85 | 64 / 32 | 21M | 26M |
| Q3 2025 | 212 | 138M | 62.8% | 45 / 72 | 60 / 25 | 13M | 12M |
| Q2 2025 | 193 | 137M | 62.5% | 28 / 70 | 65 / 40 | 23M | 7M |
| Q1 2025 | 207 | 122M | 55.7% | 43 / 67 | 63 / 19 | 13M | 6M |
| Q4 2024 | 184 | 117M | 53.2% | 36 / 66 | 53 / 21 | 10M | 9M |
| Q3 2024 | 169 | 116M | 52.9% | 30 / 61 | 45 / 19 | 17M | 8M |
| Q2 2024 | 159 | 117M | 53.1% | 53 / 53 | 33 / 35 | 33M | 22M |
| Q1 2024 | 142 | 106M | 48.3% | 28 / 42 | 41 / 23 | 15M | 10M |
| Q4 2023 | 138 | 103M | 46.7% | 34 / 48 | 38 / 12 | 33M | 9M |
| Q3 2023 | 118 | 78M | 35.5% | 18 / 43 | 42 / 18 | 11M | 16M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BUR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Invesco Small Cap Value Fund | 4,359,943 | 1.99% | $17.96M | 0.16% | Jul 31, 2026 |
| Vanguard Russell 2000 Index Fund | 1,034,546 | 0.47% | $4.80M | 0.03% | May 31, 2026 |
| Clearwater Select Equity Fund | 447,566 | 0.20% | $1.84M | 0.35% | Jun 30, 2026 |
| Fundamental Family Office Allocation Fund | 363,129 | 0.17% | $1.49M | 2.23% | Jun 30, 2026 |
| Vanguard Financials Index Fund | 318,023 | 0.14% | $1.48M | 0.01% | May 31, 2026 |
| Nuveen Small Cap Blend Index Fund | 272,883 | 0.12% | $1.12M | 0.03% | Jul 31, 2026 |
| Invesco Zacks Multi-Asset Income ETF | 259,697 | 0.12% | $1.07M | 0.86% | Jul 31, 2026 |
| iShares ESG Aware MSCI USA Small-Cap ETF | 208,837 | 0.10% | $969.00K | 0.04% | May 31, 2026 |
| Nuveen ESG Small-Cap ETF | 182,566 | 0.08% | $752.17K | 0.06% | Jul 31, 2026 |
| Buffalo Growth & Income Fund | 180,800 | 0.08% | $741.28K | 0.42% | Jun 30, 2026 |
| Avantis International Equity ETF | 178,479 | 0.08% | $1.11M | 0.00% | May 31, 2026 |
| Nuveen Equity Index Fund | 150,882 | 0.07% | $621.63K | 0.00% | Jul 31, 2026 |
| Victory High Income Fund | 132,000 | 0.06% | $543.84K | 0.06% | Jul 31, 2026 |
| Vanguard Russell 2000 Growth Index Fund | 119,282 | 0.05% | $553.47K | 0.03% | May 31, 2026 |
| Small Cap Index Fund | 102,843 | 0.05% | $421.66K | 0.03% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher P. Bogart | Chief Executive Officer, Director | 1,367,149 | 0.62% | Jun 17, 2026 |
| Charles Utley | Chief Accounting Officer | 39,867 | 0.02% | Sep 23, 2026 |
| Elizabeth Oconnell | Chief Strategy Officer | 87,206 | 0.04% | Jun 17, 2026 |
| Mark N. Klein | GC&ChiefAdministrative Officer | 113,624 | 0.05% | Mar 30, 2026 |
| Jordan David Licht | Chief Financial Officer | 68,350 | 0.03% | Mar 30, 2026 |
| Travis Lenkner | Chief Development Officer | 26,383 | 0.01% | Mar 30, 2026 |
| Craig Arnott | Chief Investment Officer-Int'l | 299,638 | 0.14% | Mar 30, 2026 |
| Jonathan Todd Molot | Chief Investment Officer | 9,406,625 | 4.28% | Mar 30, 2026 |
| David Perla | Vice Chair | 82,858 | 0.04% | Mar 30, 2026 |
| Aviva O. Will | President | 293,479 | 0.13% | Dec 18, 2025 |
| Ricky J. Noel | Director | 7,121 | 0.00% | Jun 17, 2026 |
| John P. Sievwright | Director | 66,319 | 0.03% | Jun 17, 2026 |
| Pamela B. Corrie | Director | 19,365 | 0.01% | Jun 17, 2026 |
| Christopher A. Halmy | Director | 59,576 | 0.03% | Jun 17, 2026 |
| Rukia Baruti Dames | Director | 19,879 | 0.01% | Jun 17, 2026 |
| Robert Andrew Joseph Gillespie | Director | 30,185 | 0.01% | Jun 17, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John P. Sievwright Director | Jun 15, 2026 | Award | +32,076 | – | – | 66,319 |
| Christopher P. Bogart Chief Executive Officer, Director | Jun 15, 2026 | Tax withholding | −18,294.3 | $4.64 | $84.89K | 103,586 |
| Christopher P. Bogart Chief Executive Officer, Director | Jun 15, 2026 | Option exercise | +121,880.3 | – | – | 121,880 |
| Robert Andrew Joseph Gillespie Director | Jun 15, 2026 | Award | +11,203 | – | – | 30,185 |
| Elizabeth Oconnell Chief Strategy Officer | Jun 15, 2026 | Tax withholding | −9,265 | $4.64 | $42.99K | 32,847 |
| Elizabeth Oconnell Chief Strategy Officer | Jun 15, 2026 | Option exercise | +42,112 | – | – | 42,112 |
| Pamela B. Corrie Director | Jun 15, 2026 | Award | +11,203 | – | – | 19,365 |
| Christopher A. Halmy Director | Jun 15, 2026 | Award | +22,406 | – | – | 59,576 |
| Ricky J. Noel Director | Jun 15, 2026 | Award | +7,121 | – | – | 7,121 |
| Rukia Baruti Dames Director | Jun 15, 2026 | Award | +11,203 | – | – | 19,879 |
| Jordan David Licht Chief Financial Officer | Mar 26, 2026 | Tax withholding | −18,597 | $7.70 | $143.20K | 68,350 |
| Jordan David Licht Chief Financial Officer | Mar 26, 2026 | Option exercise | +3,791 | – | – | 86,947 |
| Jordan David Licht Chief Financial Officer | Mar 26, 2026 | Option exercise | +14,197 | – | – | 83,156 |
| Jordan David Licht Chief Financial Officer | Mar 26, 2026 | Option exercise | +18,437 | – | – | 68,959 |
| Travis Lenkner Chief Development Officer | Mar 26, 2026 | Option exercise | +1,100 | – | – | 26,383 |
| Travis Lenkner Chief Development Officer | Mar 26, 2026 | Tax withholding | −517 | $7.70 | $3.98K | 25,866 |
| Charles Utley Chief Accounting Officer | Mar 26, 2026 | Option exercise | +4,044 | – | – | 39,867 |
| Charles Utley Chief Accounting Officer | Mar 26, 2026 | Option exercise | +16,962 | – | – | 35,823 |
| Charles Utley Chief Accounting Officer | Mar 26, 2026 | Tax withholding | −8,466 | $7.70 | $65.19K | 31,401 |
| Elizabeth Oconnell Chief Strategy Officer | Mar 26, 2026 | Option exercise | +18,437 | – | – | 53,191 |
| Elizabeth Oconnell Chief Strategy Officer | Mar 26, 2026 | Tax withholding | −13,029 | $7.70 | $100.32K | 54,359 |
| Elizabeth Oconnell Chief Strategy Officer | Mar 26, 2026 | Option exercise | +14,197 | – | – | 67,388 |
| David Perla Vice Chair | Mar 26, 2026 | Option exercise | +2,686 | – | – | 82,858 |
| David Perla Vice Chair | Mar 26, 2026 | Tax withholding | −1,739 | $7.70 | $13.39K | 81,119 |
| Craig Arnott Chief Investment Officer-Int'l | Mar 26, 2026 | Option exercise | +14,197 | – | – | 299,638 |
| Craig Arnott Chief Investment Officer-Int'l | Mar 26, 2026 | Option exercise | +18,437 | – | – | 285,441 |
| Craig Arnott Chief Investment Officer-Int'l | Mar 26, 2026 | Option exercise | +3,791 | – | – | 303,429 |
| Mark N. Klein GC&ChiefAdministrative Officer | Mar 26, 2026 | Option exercise | +3,791 | – | – | 113,624 |
| Mark N. Klein GC&ChiefAdministrative Officer | Mar 26, 2026 | Tax withholding | −18,148 | $7.70 | $139.74K | 95,476 |
| Mark N. Klein GC&ChiefAdministrative Officer | Mar 26, 2026 | Option exercise | +14,197 | – | – | 109,833 |
| Mark N. Klein GC&ChiefAdministrative Officer | Mar 26, 2026 | Option exercise | +18,437 | – | – | 95,636 |
| Jonathan Todd Molot Chief Investment Officer | Mar 26, 2026 | Tax withholding | −1,104 | $7.70 | $8.50K | 3,406,625 |
| Christopher P. Bogart Chief Executive Officer, Director | Mar 26, 2026 | Tax withholding | −1,104 | $7.70 | $8.50K | 0 |
| Jordan David Licht Chief Financial Officer | Oct 1, 2025 | Tax withholding | −52,690 | $12.11 | $638.08K | 50,522 |
| Jordan David Licht Chief Financial Officer | Oct 1, 2025 | Option exercise | +51,606 | – | – | 103,212 |
| Jordan David Licht Chief Financial Officer | Oct 1, 2025 | Option exercise | +51,606 | – | – | 51,606 |
| Christopher P. Bogart Chief Executive Officer, Director | Sep 30, 2025 | Gift | +96,138 | – | – | 375,000 |
| Elizabeth Oconnell Chief Strategy Officer | Sep 30, 2025 | Gift | −96,138 | – | – | 34,754 |
| Jonathan Todd Molot Chief Investment Officer | Aug 21, 2025 | Gift | +21,034.8 | – | – | 6,000,000 |
| Jonathan Todd Molot Chief Investment Officer | Aug 21, 2025 | Gift | −21,034.8 | – | – | 6,000,000 |
| David Perla Vice Chair | Jul 9, 2025 | Sale(10b5-1 plan) | −7,000 | $14.60 | $102.20K | 80,172 |
| Jonathan Todd Molot Chief Investment Officer | Jul 9, 2025 | Sale(10b5-1 plan) | −210,000 | $14.60 | $3.07M | 3,406,625 |
| Aviva O. Will President | Jul 9, 2025 | Sale(10b5-1 plan) | −17,500 | $14.60 | $255.50K | 293,479 |
| Christopher P. Bogart Chief Executive Officer, Director | Jul 9, 2025 | Sale(10b5-1 plan) | −210,000 | $14.60 | $3.07M | 278,862 |
| Christopher P. Bogart Chief Executive Officer, Director | Jun 6, 2025 | Tax withholding | −13,327.52 | $12.86 | $171.39K | 36,677 |
| Christopher P. Bogart Chief Executive Officer, Director | Jun 6, 2025 | Option exercise | +50,004.52 | – | – | 50,005 |
| David Perla Vice Chair | Jun 6, 2025 | Tax withholding | −1,311.88 | $12.86 | $16.87K | 87,172 |
| David Perla Vice Chair | Jun 6, 2025 | Option exercise | +5,994.88 | – | – | 88,484 |
| Jonathan Todd Molot Chief Investment Officer | Jun 6, 2025 | Tax withholding | −15,305.07 | $12.86 | $196.82K | 3,616,625 |
| Jonathan Todd Molot Chief Investment Officer | Jun 6, 2025 | Option exercise | +54,736.07 | – | – | 3,631,930 |
| Christopher A. Halmy Director | Jun 5, 2025 | Award | +7,434 | – | – | 37,170 |
| John P. Sievwright Director | Jun 5, 2025 | Award | +10,642 | – | – | 34,243 |
| Rukia Baruti Dames Director | Jun 5, 2025 | Award | +3,717 | – | – | 8,676 |
| Robert Andrew Joseph Gillespie Director | Jun 5, 2025 | Award | +3,717 | – | – | 18,982 |
| Pamela B. Corrie Director | Jun 5, 2025 | Award | +3,717 | – | – | 8,162 |
| David Perla Vice Chair | Apr 8, 2025 | Tax withholding | −632 | $11.92 | $7.53K | 82,489 |
| Aviva O. Will President | Apr 8, 2025 | Tax withholding | −632 | $11.92 | $7.53K | 310,979 |
| Mark N. Klein GC&ChiefAdministrative Officer | Apr 8, 2025 | Tax withholding | −13,724 | $11.92 | $163.59K | 77,199 |
| Mark N. Klein GC&ChiefAdministrative Officer | Apr 8, 2025 | Option exercise | +13,441 | – | – | 77,482 |
| Mark N. Klein GC&ChiefAdministrative Officer | Apr 8, 2025 | Option exercise | +13,441 | – | – | 90,923 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jonathan Todd Molot Officer | Jul 9, 2025 | 210,000 | $3.06M | Jul 9, 2025 | Vesting of restricted stock unit award |
| Aviva O. Will Officer | Jul 9, 2025 | 17,500 | $255.41K | Jul 9, 2025 | Vesting of restricted stock unit award |
| Christopher P. Bogart Officer | Jul 9, 2025 | 210,000 | $3.06M | Jul 9, 2025 | Vesting of restricted stock unit award |
| David Perla Officer | Jul 9, 2025 | 7,000 | $102.17K | Jul 9, 2025 | Vesting of restricted stock unit award |
| Aviva O. Will Officer | Jan 28, 2025 | 7,500 | $109.58K | Jan 28, 2025 | Vesting of restricted stock unit award |
| Christopher P. Bogart Officer | Jan 28, 2025 | 90,000 | $1.31M | Jan 28, 2025 | Stock Option |
| David Perla Officer | Jan 28, 2025 | 3,000 | $43.83K | Jan 28, 2025 | Vesting of restricted stock unit award |
| Christopher P. Bogart Officer | Jan 28, 2025 | 90,000 | $1.31M | Jan 28, 2025 | Vesting of restricted stock unit award |
| Jonathan Todd Molot Officer | Jan 28, 2025 | 90,000 | $1.31M | Jan 28, 2025 | Stock Option |
| Jonathan Todd Molot Officer | Jan 28, 2025 | 90,000 | $1.31M | Jan 28, 2025 | Vesting of restricted stock unit award |