Burlington Stores, Inc.
MX ˙ BMV ˙ US1220171060
SecurityMX:BURL / Burlington Stores, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership5,091 shares
Latest Disclosed Value $ 1,656,400
Stifel Financial Corp reports 4.41% increase in ownership of BURL / Burlington Stores, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 5,091 shares of Burlington Stores, Inc. (MX:BURL) valued at $1,656,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,876 shares of Burlington Stores, Inc.. This represents a change in shares of 4.41% 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.

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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)
2026-05-12 2026-03-31 13F BURLINGTON STORES COM 122017106 5,091 215 4.41 1,656 17.61 0.0004
2026-02-13 2025-12-31 13F BURLINGTON STORES COM 122017106 4,876 -143 -2.85 1,408 10.26 0.0013
2025-11-12 2025-09-30 13F BURLINGTON STORES COM 122017106 5,019 13 0.26 1,277 9.71 0.0012
2025-08-14 2025-06-30 13F BURLINGTON STORES COM 122017106 5,006 78 1.58 1,165 -0.85 0.0011
2025-05-14 2025-03-31 13F BURLINGTON STORES COM 122017106 4,928 -200 -3.90 1,175 -19.64 0.0012
2025-02-13 2024-12-31 13F BURLINGTON STORES COM 122017106 5,128 415 8.81 1,462 17.73 0.0015
2024-11-14 2024-09-30 13F BURLINGTON STORES COM 122017106 4,713 3,021 178.55 1,242 205.67 0.0013
2024-08-13 2024-06-30 13F BURLINGTON STORES COM 122017106 1,692 1,692 406 0.0005
2022-11-14 2022-09-30 13F BURLINGTON STORES COM 122017106 0 -3,441 -100.00 0 -100.00
2022-08-15 2022-06-30 13F BURLINGTON STORES COM 122017106 3,441 508 17.32 468 -12.36 0.0007
2022-05-13 2022-03-31 13F BURLINGTON STORES COM 122017106 2,933 -844 -22.35 534 -51.50 0.0007
2022-02-14 2021-12-31 13F BURLINGTON STORES COM 122017106 3,777 -217 -5.43 1,101 -2.82 0.0015
2021-11-15 2021-09-30 13F BURLINGTON STORES COM 122017106 3,994 199 5.24 1,133 -7.36 0.0017
2021-08-13 2021-06-30 13F BURLINGTON STORES COM 122017106 3,795 -3,738 -49.62 1,223 -45.64 0.0018
2021-05-14 2021-03-31 13F BURLINGTON STORES COM 122017106 7,533 -13,851 -64.77 2,250 -59.77 0.0037
2021-02-12 2020-12-31 13F BURLINGTON STORES COM 122017106 21,384 17,785 494.17 5,593 653.77 0.0100
2020-11-16 2020-09-30 13F BURLINGTON STORES COM 122017106 3,599 2,134 145.67 742 157.64 0.0015
2020-08-14 2020-06-30 13F BURLINGTON STORES COM 122017106 1,465 -271 -15.61 288 3.97 0.0007
2020-05-14 2020-03-31 13F BURLINGTON STORES COM 122017106 1,736 -1,321 -43.21 277 -60.26 0.0008
2020-02-13 2019-12-31 13F BURLINGTON STORES COM 122017106 3,057 1,244 68.62 697 91.48 0.0015
2019-11-19 2019-09-30 13F/A-1 BURLINGTON STORES COM 122017106 1,813 556 44.23 364 70.89 0.0009
2019-11-13 2019-09-30 13F BURLINGTON STORES COM 122017106 1,813 556 364 204.0402
2019-08-14 2019-06-30 13F BURLINGTON STORES COM 122017106 1,257 -3,561 -73.91 213 -71.75 0.0005
2019-05-14 2019-03-31 13F BURLINGTON STORES COM 122017106 4,818 -945 -16.40 754 -19.70 0.0021
2019-02-13 2018-12-31 13F BURLINGTON STORES COM 122017106 5,763 560 10.76 939 10.73 0.0030
2018-11-13 2018-09-30 13F BURLINGTON STORES COM 122017106 5,203 898 20.86 848 30.66 0.0024
2018-08-14 2018-06-30 13F BURLINGTON STORES COM 122017106 4,305 -2 -0.05 649 13.66 0.0020
2018-05-11 2018-03-31 13F BURLINGTON STORES COM 122017106 4,307 -340 -7.32 571 -0.35 0.0018
2018-02-14 2017-12-31 13F BURLINGTON STORES COM 122017106 4,647 491 11.81 573 45.43 0.0018
2017-11-13 2017-09-30 13F BURLINGTON STORES COM 122017106 4,156 -6,707 -61.74 394 -60.16 0.0014
2017-08-14 2017-06-30 13F BURLINGTON STORES COM 122017106 10,863 -182 -1.65 989 -8.60 0.0037
2017-05-10 2017-03-31 13F BURLINGTON STORES COM 122017106 11,045 2,345 26.95 1,082 48.22 0.0042
2017-02-16 2016-12-31 13F BURLINGTON STORES COM 122017106 8,700 -1,449 -14.28 730 -10.98 0.0031
2016-11-15 2016-09-30 13F BURLINGTON STORES COM 122017106 10,149 -5,627 -35.67 820 -22.13 0.0037
2016-08-17 2016-06-30 13F BURLINGTON STORES COM 122017106 15,776 164 1.05 1,053 19.93 0.0049
2016-05-16 2016-03-31 13F BURLINGTON STORES COM 122017106 15,612 1,443 10.18 878 44.41 0.0047
2016-03-21 2015-12-31 13F/A-2 BURLINGTON STORES COM 122017106 14,169 1,658 13.25 608 -4.85 0.0032
2016-02-26 2015-12-31 13F/A-1 BURLINGTON STORES COM 122017106 14,169 0 608 0.0032
2016-02-16 2015-12-31 13F BURLINGTON STORES COM 122017106 14,169 608
2015-11-16 2015-09-30 13F BURLINGTON STORES COM 122017106 12,511 -90,417 -87.84 639 -87.87 0.0036
2015-08-17 2015-06-30 13F/A-1 BURLINGTON STORES COM 122017106 102,928 -79,666 -43.63 5,269 -51.44 0.0272
2015-08-17 2015-06-30 13F BURLINGTON STORES COM 122017106 102,928 5,269
2015-05-14 2015-03-31 13F BURLINGTON STORES COM 122017106 182,594 182,594 10,850 0.0594
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.