BU

BURL BURLINGTON STORES INC

2026Q2 · CUSIP 122017106 · Sector: Consumer

Piling in

Net holder growth ranks near the top of the market

Funds that own it
658
Institutions that reported holding it to the SEC
Net increase in holders
+29
Last quarter 629 → now 658
How unusual is that
Top 20%
Stronger buying than 84% of US stocks
What the filings say, in one paragraph

658 funds held BURL at the end of 2026Q2, up 29 from the quarter before. That is stronger buying than 84.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $12.2B(YoY +10.9%), the P/E is 21.7x, return on equity is 35.7%. BURL has had 24 buying rushes in its history, and the price moved +10.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q1: holders=95 2014Q2: holders=119 2014Q3: holders=138 2014Q4: holders=178 2015Q1: holders=227 2015Q2: holders=246 2015Q3: holders=246 2015Q4: holders=231 2016Q1: holders=246 2016Q2: holders=267 2016Q3: holders=288 2016Q4: holders=316 2017Q1: holders=317 2017Q2: holders=308 2017Q3: holders=295 2017Q4: holders=335 2018Q1: holders=375 2018Q2: holders=384 2018Q3: holders=405 2018Q4: holders=426 2019Q1: holders=432 2019Q2: holders=402 2019Q3: holders=450 2019Q4: holders=465 2020Q1: holders=433 2020Q2: holders=441 2020Q3: holders=420 2020Q4: holders=448 2021Q1: holders=471 2021Q2: holders=485 2021Q3: holders=489 2021Q4: holders=490 2022Q1: holders=427 2022Q2: holders=419 2022Q3: holders=367 2022Q4: holders=430 2023Q1: holders=435 2023Q2: holders=425 2023Q3: holders=413 2023Q4: holders=460 2024Q1: holders=467 2024Q2: holders=516 2024Q3: holders=575 2024Q4: holders=571 2025Q1: holders=546 2025Q2: holders=507 2025Q3: holders=538 2025Q4: holders=572 2026Q1: holders=629 2026Q2: holders=658 -63 -31.5 +0 +31.5 +63 85388691 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 24 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20% — —
2026Q1 Top 5% +16.2% —
2025Q4 Top 20% -0.8% +4.4%
2025Q3 Top 10% +14.0% +13.1%
2024Q3 Top 5% -13.2% -4.7%
2024Q2 Top 5% +2.0% -8.4%
2023Q4 Top 20% -1.0% +35.5%
2022Q4 Top 5% -22.2% -24.1%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
288
Change in large funds
+31
Total value they hold
$21.1B
Funds buying for the first time
96
Funds that sold out entirely
67
Price change that quarter
+16.0%
Funds holding puts (bearish)
19
Funds holding calls (bullish)
17

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
21.7
EPS (TTM)
$11.13
EPS YoY
+31.3%
Revenue (TTM)
$12.2B
Revenue YoY
+10.9%
Net margin
5.9%
ROE
35.7%
Debt ratio
80.1%
FCF (TTM)
$413M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-10-30: EPS 0.20 2022-01-29: EPS 1.79 2022-04-30: EPS 0.24 2022-07-30: EPS 0.18 2022-10-29: EPS 0.26 2023-01-28: EPS 2.81 2023-04-29: EPS 0.50 2023-07-29: EPS 0.47 2023-10-28: EPS 0.75 2024-02-03: EPS 3.51 2024-05-04: EPS 1.22 2024-08-03: EPS 1.15 2024-11-02: EPS 1.40 2025-02-01: EPS 4.03 2025-05-03: EPS 1.58 2025-08-02: EPS 1.47 2025-11-01: EPS 1.63 2026-01-31: EPS 4.83 2026-05-02: EPS 1.79 2026-08-01: EPS 2.88 0B 1.8B 3.6B $B 0.00 2.66 5.31 2016201720182019202020212022202320242025202608/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 39 19 50 81 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-439M141M720M 20162017201820192020202120222023202420252026
Latest quarter $-227M (2026-05-02)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-08-01 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.