BURLNYSERetail-Department StoresFiscal year ends February 1
Burlington Stores, Inc.
Financials through Q2 FY2026, quarter ended Aug 1, 2026Last filing: 10-Q on Aug 27, 2026
$262.74+0.08 (+0.03%)
Close on Oct 19, 2026
- Market cap
- $16.79B
- P/E (TTM)
- 23.6
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
100.0%
65M of 63M shares
Institutional holders
653
93 new, 60 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 79 sales
Net sold $15.91M
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 |
|---|---|---|---|---|
| JPMorgan Chase & Co. | 6,913,959 | 11.00% | 13G (passive) amendment | Sep 30, 2026 |
| BlackRock, Inc. | 6,479,470 | 10.20% | 13G (passive) amendment | Aug 31, 2024 |
| Capital International Investors | 5,554,563 | 8.80% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 3,362,230 | 5.36% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BURL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 6,810,348 | 10.84% | $2.16B | +275,312 | 0.03% |
| JPMorgan Chase & Co | 6,284,294 | 10.00% | $1.98B | −221,761 | 0.11% |
| Capital International Investors | 5,466,722 | 8.70% | $1.73B | −702,063 | 0.36% |
| Vanguard Portfolio Management LLC | 3,096,969 | 4.93% | $981.12M | +68,715 | 0.04% |
| Vanguard Capital Management LLC | 2,843,988 | 4.53% | $900.98M | +32,648 | 0.02% |
| T. Rowe Price Investment Management, Inc. | 2,548,758 | 4.06% | $807.45K | −249,429 | 0.53% |
| State Street Corp | 2,344,548 | 3.73% | $742.75M | +116,584 | 0.02% |
| Morgan Stanley | 2,110,639 | 3.36% | $668.65M | −156,138 | 0.04% |
| Aqr Capital Management LLC | 1,450,868 | 2.31% | $450.19M | +112,609 | 0.16% |
| Geode Capital Management, LLC | 1,277,055 | 2.03% | $403.52M | +5,868 | 0.02% |
| FMR LLC | 1,203,303 | 1.92% | $381.21M | +2,714 | 0.02% |
| SRS Investment Management, LLC | 1,075,291 | 1.71% | $340.65M | −81,578 | 3.15% |
| Price T Rowe Associates Inc /Md/ | 1,050,437 | 1.67% | $332.78K | +196,803 | 0.03% |
| Alyeska Investment Group, L.P. | 1,049,778 | 1.67% | $332.57M | +139,958 | 0.86% |
| Massachusetts Financial Services Co /Ma/ | 1,038,322 | 1.65% | $333.26M | −187,747 | 0.11% |
| Jupiter Topco LLC | 894,021 | 1.42% | $283.23M | New | 0.12% |
| Goldman Sachs Group Inc | 878,425 | 1.40% | $278.29M | +405,383 | 0.02% |
| Primecap Management Co/Ca/ | 840,960 | 1.34% | $266.42M | +48,370 | 0.16% |
| Norges Bank | 819,920 | 1.31% | $259.75M | New | 0.03% |
| American Century Companies Inc | 716,826 | 1.14% | $227.09M | +89,989 | 0.10% |
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 | 653 | 65M | 100.0% | 93 / 275 | 216 / 60 | 6M | 5M |
| Q1 2026 | 628 | 65M | 100.0% | 134 / 247 | 174 / 66 | 12M | 11M |
| Q4 2025 | 569 | 70M | 100.0% | 92 / 210 | 202 / 51 | 8M | 13M |
| Q3 2025 | 537 | 74M | 100.0% | 85 / 183 | 201 / 51 | 12M | 8M |
| Q2 2025 | 507 | 70M | 100.0% | 49 / 216 | 190 / 82 | 9M | 7M |
| Q1 2025 | 546 | 68M | 100.0% | 66 / 200 | 222 / 81 | 7M | 6M |
| Q4 2024 | 572 | 67M | 100.0% | 84 / 206 | 215 / 78 | 6M | 7M |
| Q3 2024 | 575 | 68M | 100.0% | 105 / 229 | 179 / 42 | 12M | 6M |
| Q2 2024 | 515 | 69M | 100.0% | 91 / 206 | 171 / 41 | 6M | 13M |
| Q1 2024 | 470 | 76M | 100.0% | 60 / 180 | 165 / 46 | 8M | 7M |
| Q4 2023 | 460 | 75M | 100.0% | 110 / 169 | 141 / 59 | 21M | 11M |
| Q3 2023 | 414 | 65M | 100.0% | 50 / 160 | 140 / 61 | 11M | 14M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BURL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Growth Fund of America | 3,900,600 | 6.21% | $1.26B | 0.35% | May 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 2,150,145 | 3.42% | $681.17M | 0.55% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,998,797 | 3.18% | $633.22M | 0.03% | Jun 30, 2026 |
| American Funds Fundamental Investors | 1,296,447 | 2.06% | $410.71M | 0.23% | Jun 30, 2026 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 1,240,862 | 1.98% | $393.11M | 1.71% | Jun 30, 2026 |
| Eaton Vance Atlanta Capital SMID-Cap Fund | 1,010,579 | 1.61% | $320.15M | 3.64% | Jun 30, 2026 |
| MFS Mid Cap Growth Fund | 828,361 | 1.32% | $268.25M | 1.95% | May 31, 2026 |
| JPMorgan Equity Premium Income ETF | 791,378 | 1.26% | $250.71M | 0.56% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 721,953 | 1.15% | $228.71M | 0.12% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 720,514 | 1.15% | $228.26M | 0.23% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 681,846 | 1.09% | $216.01M | 0.10% | Jun 30, 2026 |
| Janus Henderson Enterprise Fund | 546,782 | 0.87% | $173.22M | 0.77% | Jun 30, 2026 |
| Vanguard Growth Index Fund | 527,994 | 0.84% | $167.27M | 0.04% | Jun 30, 2026 |
| JPMorgan Mid Cap Growth Fund | 512,664 | 0.82% | $162.41M | 1.23% | Jun 30, 2026 |
| Growth Fund | 511,613 | 0.81% | $162.08M | 0.28% | 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 |
|---|---|---|---|---|
| Sullivan Michael B. O | Chief Executive Officer, Director | 173,235 | 0.28% | May 5, 2026 |
| Jennifer Vecchio | Group President and CMO | 76,101 | 0.12% | Sep 3, 2026 |
| Kristin Wolfe | Chief Financial Officer | 26,676 | 0.04% | Aug 5, 2026 |
| Stephen Ferroni | SVP, Chief Accounting Officer | 2,702 | 0.00% | Jun 15, 2026 |
| Matthew Pasch | Chief Human Resources Officer | 6,523 | 0.01% | Jun 9, 2026 |
| Travis Marquette | President and COO | 27,490 | 0.04% | May 7, 2026 |
| William P. McNamara | Director | 6,135 | 0.01% | Jun 24, 2026 |
| Michael C. Skirvin | Director | 906 | 0.00% | May 22, 2026 |
| Jordan Hitch | Director | 12,107 | 0.02% | May 22, 2026 |
| Edmond J. English | Director | 9,669 | 0.02% | May 22, 2026 |
| Laura Sen | Director | 7,080 | 0.01% | May 22, 2026 |
| Jessica Rodriguez | Director | 6,788 | 0.01% | May 22, 2026 |
| John Mahoney | Director | 16,611 | 0.03% | May 22, 2026 |
| Michael Goodwin | Director | 4,492 | 0.01% | May 22, 2026 |
| Shira Goodman | Director | 1,485 | 0.00% | May 22, 2026 |
| Paul Sullivan | Director | 8,647 | 0.01% | May 22, 2026 |
| Mary Ann Tocio | Director | 12,085 | 0.02% | May 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jennifer Vecchio Group President and CMO | Sep 1, 2026 | Sale(10b5-1 plan) | −440 | $263.62 | $115.99K | 76,101 |
| Jennifer Vecchio Group President and CMO | Sep 1, 2026 | Sale(10b5-1 plan) | −212 | $254.54 | $53.96K | 77,449 |
| Jennifer Vecchio Group President and CMO | Sep 1, 2026 | Sale(10b5-1 plan) | −307 | $255.94 | $78.57K | 77,142 |
| Jennifer Vecchio Group President and CMO | Sep 1, 2026 | Sale(10b5-1 plan) | −162 | $257.16 | $41.66K | 76,980 |
| Jennifer Vecchio Group President and CMO | Sep 1, 2026 | Sale(10b5-1 plan) | −117 | $258.57 | $30.25K | 76,863 |
| Jennifer Vecchio Group President and CMO | Sep 1, 2026 | Sale(10b5-1 plan) | −136 | $260.76 | $35.46K | 76,727 |
| Jennifer Vecchio Group President and CMO | Sep 1, 2026 | Sale(10b5-1 plan) | −186 | $262.09 | $48.75K | 76,541 |
| Jennifer Vecchio Group President and CMO | Sep 1, 2026 | Sale(10b5-1 plan) | −118 | $264.20 | $31.18K | 75,983 |
| Jennifer Vecchio Group President and CMO | Aug 3, 2026 | Sale(10b5-1 plan) | −378 | $367.72 | $139.00K | 78,961 |
| Jennifer Vecchio Group President and CMO | Aug 3, 2026 | Sale(10b5-1 plan) | −147 | $371.58 | $54.62K | 77,822 |
| Jennifer Vecchio Group President and CMO | Aug 3, 2026 | Sale(10b5-1 plan) | −145 | $369.26 | $53.54K | 77,969 |
| Jennifer Vecchio Group President and CMO | Aug 3, 2026 | Sale(10b5-1 plan) | −847 | $368.44 | $312.07K | 78,114 |
| Jennifer Vecchio Group President and CMO | Aug 3, 2026 | Sale(10b5-1 plan) | −161 | $372.79 | $60.02K | 77,661 |
| Kristin Wolfe Chief Financial Officer | Aug 3, 2026 | Tax withholding | −216 | $368.23 | $79.54K | 26,676 |
| Jennifer Vecchio Group President and CMO | Jul 1, 2026 | Sale(10b5-1 plan) | −210 | $318.23 | $66.83K | 79,388 |
| Jennifer Vecchio Group President and CMO | Jul 1, 2026 | Sale(10b5-1 plan) | −49 | $319.02 | $15.63K | 79,339 |
| Jennifer Vecchio Group President and CMO | Jul 1, 2026 | Sale(10b5-1 plan) | −520 | $316.51 | $164.59K | 79,598 |
| Jennifer Vecchio Group President and CMO | Jul 1, 2026 | Sale(10b5-1 plan) | −84 | $310.10 | $26.05K | 80,933 |
| Jennifer Vecchio Group President and CMO | Jul 1, 2026 | Sale(10b5-1 plan) | −443 | $315.64 | $139.83K | 80,118 |
| Jennifer Vecchio Group President and CMO | Jul 1, 2026 | Sale(10b5-1 plan) | −281 | $313.08 | $87.98K | 80,561 |
| Jennifer Vecchio Group President and CMO | Jul 1, 2026 | Sale(10b5-1 plan) | −91 | $311.91 | $28.38K | 80,842 |
| William P. McNamara Director | Jun 22, 2026 | Gift | −6,048 | – | – | 4,881 |
| Kristin Wolfe Chief Financial Officer | Jun 17, 2026 | Sale | −2,060 | $340.34 | $701.10K | 30,102 |
| Kristin Wolfe Chief Financial Officer | Jun 17, 2026 | Option exercise | +3,768 | $150.17 | $565.84K | 33,592 |
| Kristin Wolfe Chief Financial Officer | Jun 17, 2026 | Option exercise | +1,500 | $150.17 | $225.25K | 35,092 |
| Kristin Wolfe Chief Financial Officer | Jun 17, 2026 | Sale | −2,930 | $339.10 | $993.56K | 32,162 |
| Kristin Wolfe Chief Financial Officer | Jun 17, 2026 | Sale | −3,210 | $341.10 | $1.09M | 26,892 |
| Jennifer Vecchio Group President and CMO | Jun 12, 2026 | Sale | −5,847 | $342.43 | $2.00M | 81,246 |
| Jennifer Vecchio Group President and CMO | Jun 12, 2026 | Option exercise | +10,534 | $170.08 | $1.79M | 91,551 |
| Jennifer Vecchio Group President and CMO | Jun 12, 2026 | Option exercise | +10,386 | $179.46 | $1.86M | 101,937 |
| Jennifer Vecchio Group President and CMO | Jun 12, 2026 | Sale | −1,317 | $339.13 | $446.63K | 100,620 |
| Jennifer Vecchio Group President and CMO | Jun 12, 2026 | Sale | −2,740 | $340.48 | $932.92K | 97,880 |
| Jennifer Vecchio Group President and CMO | Jun 12, 2026 | Sale | −10,787 | $341.57 | $3.68M | 87,093 |
| Jennifer Vecchio Group President and CMO | Jun 12, 2026 | Sale | −229 | $343.10 | $78.57K | 81,017 |
| Stephen Ferroni SVP, Chief Accounting Officer | Jun 11, 2026 | Sale | −1,032 | $337.11 | $347.90K | 2,702 |
| Stephen Ferroni SVP, Chief Accounting Officer | Jun 11, 2026 | Sale | −1,311 | $337.31 | $442.21K | 1,391 |
| Stephen Ferroni SVP, Chief Accounting Officer | Jun 11, 2026 | Option exercise | +1,032 | $135.37 | $139.70K | 3,734 |
| Matthew Pasch Chief Human Resources Officer | Jun 5, 2026 | Sale | −3,773 | $317.21 | $1.20M | 6,523 |
| Edmond J. English Director | May 20, 2026 | Award | +596 | – | – | 9,669 |
| Paul Sullivan Director | May 20, 2026 | Award | +596 | – | – | 8,647 |
| Michael C. Skirvin Director | May 20, 2026 | Award | +596 | – | – | 906 |
| Laura Sen Director | May 20, 2026 | Award | +596 | – | – | 7,080 |
| Jessica Rodriguez Director | May 20, 2026 | Award | +596 | – | – | 6,788 |
| Michael Goodwin Director | May 20, 2026 | Award | +596 | – | – | 4,492 |
| Shira Goodman Director | May 20, 2026 | Award | +596 | – | – | 1,485 |
| John Mahoney Director | May 20, 2026 | Award | +596 | – | – | 16,611 |
| Jordan Hitch Director | May 20, 2026 | Award | +596 | – | – | 12,107 |
| William P. McNamara Director | May 20, 2026 | Award | +596 | – | – | 1,254 |
| Travis Marquette President and COO | May 5, 2026 | Sale(10b5-1 plan) | −9 | $311.33 | $2.80K | 27,490 |
| Travis Marquette President and COO | May 5, 2026 | Sale(10b5-1 plan) | −18 | $315.42 | $5.68K | 27,309 |
| Travis Marquette President and COO | May 5, 2026 | Sale(10b5-1 plan) | −163 | $313.62 | $51.12K | 27,327 |
| Sullivan Michael B. O Chief Executive Officer, Director | May 4, 2026 | Tax withholding | −1,305 | $309.27 | $403.60K | 173,235 |
| Jennifer Vecchio Group President and CMO | May 4, 2026 | Tax withholding | −791 | $309.27 | $244.63K | 81,017 |
| Travis Marquette President and COO | May 4, 2026 | Tax withholding | −417 | $309.27 | $128.97K | 27,499 |
| Travis Marquette President and COO | May 4, 2026 | Sale(10b5-1 plan) | −2 | $314.55 | $629 | 27,916 |
| Travis Marquette President and COO | May 4, 2026 | Sale(10b5-1 plan) | −122 | $313.92 | $38.30K | 27,918 |
| Travis Marquette President and COO | May 4, 2026 | Sale(10b5-1 plan) | −137 | $312.75 | $42.85K | 28,040 |
| Travis Marquette President and COO | May 4, 2026 | Sale(10b5-1 plan) | −37 | $311.70 | $11.53K | 28,177 |
| Travis Marquette President and COO | May 4, 2026 | Sale(10b5-1 plan) | −72 | $309.34 | $22.27K | 28,214 |
| Travis Marquette President and COO | May 4, 2026 | Sale(10b5-1 plan) | −289 | $308.30 | $89.10K | 28,286 |
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 |
|---|---|---|---|---|---|
| Jennifer Vecchio Officer | Oct 1, 2026 | 1,678 | $452.79K | Oct 1, 2026 | PSU |
| Jennifer Vecchio Officer | Sep 1, 2026 | 1,678 | $429.57K | Sep 1, 2026 | PSU |
| Jennifer Vecchio Officer | Aug 3, 2026 | 1,678 | $626.11K | Aug 3, 2026 | PSU |
| Jennifer Vecchio Officer | Jul 1, 2026 | 1,678 | $522.73K | Jul 1, 2026 | PSU |
| Wolfe Kristin Officer | Jun 17, 2026 | 8,200 | $2.79M | Jun 17, 2026 | stock option release |
| Vecchio Jennifer Officer | Jun 12, 2026 | 20,920 | $7.14M | Jun 12, 2026 | stock option release |
| Ann Tocio Mary Officer | Jun 9, 2026 | 1,804 | $579.89K | Jun 9, 2026 | restricted stock release |
| Pasch Matthew Officer | Jun 5, 2026 | 3,773 | $1.20M | Jun 5, 2026 | restricted stock release |
| Travis Marquette Officer | May 5, 2026 | 190 | $59.15K | May 5, 2026 | Restricted Stock Unit |
| Travis Marquette Officer | May 4, 2026 | 894 | $281.21K | May 4, 2026 | Restricted Stock Unit |
| Jennifer Vecchio Officer | Apr 1, 2026 | 419 | $138.65K | Apr 1, 2026 | RSU |
| Travis Marquette Officer | Mar 24, 2026 | 3,759 | $1.18M | Mar 24, 2026 | Performance Stock Unit |
| Michael Goodwin Director | Mar 24, 2026 | 321 | $104.03K | Mar 24, 2026 | Equity Compensation |
| Jennifer Vecchio Officer | Mar 2, 2026 | 419 | $126.99K | Mar 2, 2026 | RSU |
| Jennifer Vecchio Officer | Feb 2, 2026 | 419 | $123.97K | Feb 2, 2026 | RSU |