Burlington Stores, Inc.
MX ˙ BMV ˙ US1220171060
SecurityMX:BURL / Burlington Stores, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership22,758 shares
Latest Disclosed Value $ 7,404,844
Mercer Global Advisors Inc /adv reports 438.27% increase in ownership of BURL / Burlington Stores, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 22,758 shares of Burlington Stores, Inc. (MX:BURL) valued at $7,404,844 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 4,228 shares of Burlington Stores, Inc.. This represents a change in shares of 438.27% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BURLINGTON STORES COM 122017106 22,758 18,530 438.27 7,405 506.39 0.0110
2026-02-17 2025-12-31 13F BURLINGTON STORES COM 122017106 4,228 2,851 207.04 1,221 248.86 0.0019
2025-11-14 2025-09-30 13F BURLINGTON STORES COM 122017106 1,377 49 3.69 350 13.27 0.0006
2025-08-14 2025-06-30 13F BURLINGTON STORES COM 122017106 1,328 -629 -32.14 309 -33.69 0.0006
2025-05-15 2025-03-31 13F BURLINGTON STORES COM 122017106 1,957 179 10.07 466 -7.91 0.0011
2025-02-14 2024-12-31 13F BURLINGTON STORES COM 122017106 1,778 -526 -22.83 507 -15.38 0.0012
2024-11-14 2024-09-30 13F BURLINGTON STORES COM 122017106 2,304 3 0.13 598 8.33 0.0014
2024-08-12 2024-06-30 13F BURLINGTON STORES COM 122017106 2,301 535 30.29 552 0.0015
2024-05-15 2024-03-31 13F BURLINGTON STORES COM 122017106 1,766 116 7.03 0 0.0012
2024-02-15 2023-12-31 13F BURLINGTON STORES COM 122017106 1,650 -243 -12.84 0 0.0010
2023-11-15 2023-09-30 13F/A-1 BURLINGTON STORES COM 122017106 1,893 390 25.95 0 0.0010
2023-11-14 2023-09-30 13F BURLINGTON STORES COM 122017106 1,893 390 0 0.0010
2023-08-14 2023-06-30 13F BURLINGTON STORES COM 122017106 1,503 41 2.80 0 0.0009
2023-05-16 2023-03-31 13F BURLINGTON STORES COM 122017106 1,462 68 4.88 0 0.0013
2023-02-09 2022-12-31 13F BURLINGTON STORES COM 122017106 1,394 1,394 0 0.0014
2022-05-10 2022-03-31 13F BURLINGTON STORES COM 122017106 0 -1,630 -100.00 0 -100.00
2022-02-04 2021-12-31 13F BURLINGTON STORES COM 122017106 1,630 0 0.00 475 2.81 0.0029
2021-11-10 2021-09-30 13F BURLINGTON STORES COM 122017106 1,630 -11 -0.67 462 -12.50 0.0032
2021-08-10 2021-06-30 13F BURLINGTON STORES COM 122017106 1,641 386 30.76 528 40.80 0.0041
2021-08-10 2021-03-31 13F/A-1 BURLINGTON STORES COM 122017106 1,255 1,255 375 0.0034
2021-05-11 2021-03-31 13F BURLINGTON STORES COM 122017106 1,255 1,255 375 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.