Burford Capital Ltd (BUR) shareholders
BURNYSEFinance ServicesFiscal year ends December 31
$3.61+0.15 (+4.34%)
Close on Nov 13, 2026Market cap $792.70MP/E –Yield 173.13%
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 Joint filing with Ameriprise Financial, Inc. (8.40%) | 18,474,414 | 8.40% | 13G (passive) amendment | Jun 30, 2026 |
| Ameriprise Financial, Inc. Joint filing with Columbia Management Investment Advisers, LLC (5.20%) | 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)
42 funds held BUR in Q2 2026, 26% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
7.11%
15M shares short
Days to cover
4.9
At 3M shares a day
Change since last report
-3.7%
From 15M shares
Short volume, 20 days
32.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Burford Capital's stock actually held short. Settlement fails (shares not delivered on time) peaked at 266,449 shares on Sep 4, 2026 over the last 90 days.
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 |
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