Burlington Stores, Inc.
MX ˙ BMV ˙ US1220171060
SecurityMX:BURL / Burlington Stores, Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership139,930 shares
Latest Disclosed Value $ 45,530,423
Principal Financial Group Inc reports 4.55% increase in ownership of BURL / Burlington Stores, Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 139,930 shares of Burlington Stores, Inc. (MX:BURL) valued at $45,530,423 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 133,835 shares of Burlington Stores, Inc.. This represents a change in shares of 4.55% 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)
2026-05-04 2026-03-31 13F BURLINGTON STORES COM 122017106 139,930 6,095 4.55 45,530 17.78 0.0243
2026-02-02 2025-12-31 13F BURLINGTON STORES COM 122017106 133,835 -4,458 -3.22 38,658 9.84 0.0197
2025-11-04 2025-09-30 13F BURLINGTON STORES COM 122017106 138,293 -5,079 -3.54 35,196 5.52 0.0178
2025-08-08 2025-06-30 13F BURLINGTON STORES COM 122017106 143,372 -2,373 -1.63 33,354 -3.98 0.0176
2025-04-28 2025-03-31 13F BURLINGTON STORES COM 122017106 145,745 -81,275 -35.80 34,735 -46.33 0.0195
2025-01-31 2024-12-31 13F BURLINGTON STORES COM 122017106 227,020 59,173 35.25 64,714 46.33 0.0353
2024-10-31 2024-09-30 13F BURLINGTON STORES COM 122017106 167,847 -60,543 -26.51 44,224 -19.32 0.0244
2024-07-29 2024-06-30 13F BURLINGTON STORES COM 122017106 228,390 -36,005 -13.62 54,814 -10.71 0.0326
2024-04-29 2024-03-31 13F BURLINGTON STORES COM 122017106 264,395 23,622 9.81 61,390 31.10 0.0361
2024-02-07 2023-12-31 13F BURLINGTON STORES COM 122017106 240,773 232,787 2,914.94 46,826 4,235.65 0.0299
2023-11-02 2023-09-30 13F BURLINGTON STORES COM 122017106 7,986 267 3.46 1,081 -11.04 0.0008
2023-08-07 2023-06-30 13F BURLINGTON STORES COM 122017106 7,719 785 11.32 1,215 -13.35 0.0008
2023-05-09 2023-03-31 13F BURLINGTON STORES COM 122017106 6,934 -1,303 -15.82 1,401 -16.11 0.0010
2023-02-09 2022-12-31 13F BURLINGTON STORES COM 122017106 8,237 693 9.19 1,670 97.87 0.0013
2022-11-09 2022-09-30 13F BURLINGTON STORES COM 122017106 7,544 -2,892 -27.71 844 -40.65 0.0007
2022-08-10 2022-06-30 13F BURLINGTON STORES COM 122017106 10,436 -2,670 -20.37 1,422 -40.45 0.0011
2022-05-09 2022-03-31 13F BURLINGTON STORES COM 122017106 13,106 4,446 51.34 2,388 -5.43 0.0009
2022-05-09 2022-03-31 13F BURLINGTON STORES COM 122017106 8,174 1,489
2022-02-09 2021-12-31 13F BURLINGTON STORES COM 122017106 8,660 291 3.48 2,525 6.36 0.0015
2021-11-09 2021-09-30 13F BURLINGTON STORES COM 122017106 8,369 -377 -4.31 2,374 -15.70 0.0015
2021-08-10 2021-06-30 13F BURLINGTON STORES COM 122017106 8,746 1,744 24.91 2,816 34.61 0.0018
2021-05-10 2021-03-31 13F BURLINGTON STORES COM 122017106 7,002 -487 -6.50 2,092 6.79 0.0015
2021-02-23 2020-12-31 13F/A-1 BURLINGTON STORES COM 122017106 7,489 -344 -4.39 1,959 21.38 0.0015
2021-02-08 2020-12-31 13F BURLINGTON STORES COM 122017106 7,489 -344 1,959 770.7008
2020-11-06 2020-09-30 13F BURLINGTON STORES COM 122017106 7,833 -2,817 -26.45 1,614 -23.03 0.0014
2020-08-05 2020-06-30 13F BURLINGTON STORES COM 122017106 10,650 570 5.65 2,097 31.31 0.0019
2020-05-12 2020-03-31 13F BURLINGTON STORES COM 122017106 10,080 584 6.15 1,597 -26.27 0.0018
2020-02-05 2019-12-31 13F BURLINGTON STORES COM 122017106 9,496 2,801 41.84 2,166 61.88 0.0018
2019-11-13 2019-09-30 13F BURLINGTON STORES COM 122017106 6,695 -1,053 -13.59 1,338 1.52 0.0012
2019-08-12 2019-06-30 13F BURLINGTON STORES COM 122017106 7,748 -1,207 -13.48 1,318 -6.06 0.0012
2019-05-10 2019-03-31 13F BURLINGTON STORES COM 122017106 8,955 -2,102 -19.01 1,403 -22.01 0.0013
2019-02-14 2018-12-31 13F BURLINGTON STORES COM 122017106 11,057 -25,332 -69.61 1,799 -69.65 0.0019
2018-11-14 2018-09-30 13F BURLINGTON STORES COM 122017106 36,389 2,936 8.78 5,928 17.74 0.0052
2018-08-13 2018-06-30 13F BURLINGTON STORES COM 122017106 33,453 21,798 187.03 5,035 224.42 0.0046
2018-05-14 2018-03-31 13F BURLINGTON STORES COM 122017106 11,655 -1,012 -7.99 1,552 -0.39 0.0015
2018-02-12 2017-12-31 13F BURLINGTON STORES COM 122017106 12,667 -9,090 -41.78 1,558 -24.95 0.0014
2017-11-02 2017-09-30 13F BURLINGTON STORES COM 122017106 21,757 -161,231 -88.11 2,076 -87.67 0.0020
2017-08-08 2017-06-30 13F BURLINGTON STORES COM 122017106 182,988 -270,317 -59.63 16,833 -61.83 0.0169
2017-05-11 2017-03-31 13F BURLINGTON STORES COM 122017106 453,305 32,966 7.84 44,102 23.80 0.0531
2017-02-13 2016-12-31 13F BURLINGTON STORES COM 122017106 420,339 -17,104 -3.91 35,623 0.51 0.0452
2016-11-10 2016-09-30 13F BURLINGTON STORES COM 122017106 437,443 415,548 1,897.91 35,441 2,325.80 0.0468
2016-08-09 2016-06-30 13F BURLINGTON STORES COM 122017106 21,895 541 2.53 1,461 21.65 0.0020
2016-05-10 2016-03-31 13F BURLINGTON STORES COM 122017106 21,354 1,591 8.05 1,201 41.63 0.0017
2016-02-09 2015-12-31 13F BURLINGTON STORES COM 122017106 19,763 1,383 7.52 848 -9.59 0.0013
2015-11-12 2015-09-30 13F/A-1 BURLINGTON STORES COM 122017106 18,380 -336 -1.80 938 -2.09 0.0015
2015-11-09 2015-09-30 13F BURLINGTON STORES COM 122017106 18,380 938
2015-08-10 2015-06-30 13F BURLINGTON STORES COM 122017106 18,716 8,870 90.09 958 63.76 0.0014
2015-05-14 2015-03-31 13F/A-1 BURLINGTON STORES COM 122017106 9,846 4,463 82.91 585 130.31 0.0009
2015-05-12 2015-03-31 13F BURLINGTON STORES COM 122017106 9,846 585
2015-02-12 2014-12-31 13F BURLINGTON STORES COM 122017106 5,383 -1,061 -16.46 254 -1.17 0.0004
2014-11-13 2014-09-30 13F BURLINGTON STORES COM 122017106 6,444 0 0.00 257 25.37 0.0004
2014-08-12 2014-06-30 13F BURLINGTON STORES COM 122017106 6,444 -854 -11.70 205 -4.65 0.0003
2014-05-13 2014-03-31 13F BURLINGTON STORES COM 122017106 7,298 7,298 215 0.0004
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.