204 tracked 13F filers disclose a position in BUR as of the latest SEC 13F filings, a combined $561.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $71.4M | 15.8M | ▲+34% Added · +4.0M sh | Q1 2026 | |
| 2 | Orbis Allan Gray Ltd | $58.9M | 13.0M | ▲+8.0% Added · +969K sh | Q1 2026 | |
| 3 | AMERIPRISE FINANCIAL INC | $54.4M | 12.3M | ▲+41% Added · +3.6M sh | Q1 2026 | |
| 4 | Pictet North America Advisors SA | $31.3M | 7.6M | —Held | Q2 2026 | |
| 5 | BANK OF MONTREAL /CAN/ | Withheld | 7.4M | ▲+8.7% Added · +588K sh | Q1 2026 | |
| 6 | COOKE & BIELER LP | $25.6M | 5.7M | ▲+9.2% Added · +477K sh | Q1 2026 | |
| 7 | BARCLAYS PLC | $24.2M | 5.4M | ▲+419% Added · +4.3M sh | Q1 2026 | |
| 8 | BREACH INLET CAPITAL MANAGEMENT, LLC | $20.3M | 4.5M | ▲+130% Added · +2.5M sh | Q1 2026 | |
| 9 | STATE STREET CORP | $16.1M | 3.6M | ▲+1.1% Added · +39K sh | Q1 2026 | |
| 10 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $14.0M | 3.1M | ▼−6.0% Reduced · −196K sh | Q1 2026 | |
| 11 | Aberdeen Group plc | $12.1M | 2.7M | ▲+14% Added · +324K sh | Q1 2026 | |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | $11.0M | 2.4M | ▲+2.3% Added · +55K sh | Q1 2026 | |
| 13 | CI INVESTMENTS INC. | $10.4M | 2.3M | ▼−11% Reduced · −286K sh | Q1 2026 | |
| 14 | Greenhaven Road Investment Management, L.P. | $9.7M | 2.1M | ▲+15% Added · +275K sh | Q1 2026 | |
| 15 | Jefferies Financial Group Inc. | $9.2M | 2.0M | ▼−19% Reduced · −475K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $9.1M | 2.0M | ▼−32% Reduced · −954K sh | Q1 2026 | |
| 17 | M&G Plc | $7.0M | 1.7M | ▲+40% Added · +468K sh | Q1 2026 | |
| 18 | VANGUARD PORTFOLIO MANAGEMENT LLC | $7.3M | 1.6M | →First observed position No prior filed position | Q1 2026 | |
| 19 | MILLENNIUM MANAGEMENT LLC | $6.8M | 1.5M | ▼−2.4% Reduced · −38K sh | Q1 2026 | |
| 20 | Mithaq Capital SPC | $6.1M | 1.5M | —Held | Q2 2026 | |
| 21 | NORTHERN TRUST CORP | $6.4M | 1.4M | ▲+11% Added · +137K sh | Q1 2026 | |
| 22 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | $5.9M | 1.3M | ▲+3.4% Added · +43K sh | Q1 2026 | |
| 23 | CITADEL ADVISORS LLC | $5.7M | 1.3M | ▲+39% Added · +355K sh | Q1 2026 | |
| 24 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $5.1M | 1.3M | ▲+154% Added · +759K sh | Q2 2026 | |
| 25 | GOLDMAN SACHS GROUP INC | $5.1M | 1.1M | ▼−14% Reduced · −190K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 6 funds opened a new position in BUR and 32 added to an existing one, while 14 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 107 funds | $183.2B |
| ALPHABET INC-CL AGOOGL | 104 funds | $100.4B |
| APPLE INCAAPL | 100 funds | $202.0B |
| AMAZON.COM INCAMZN | 100 funds | $136.1B |
| BROADCOM INCAVGO | 100 funds | $106.7B |
| ALPHABET INC-CL CGOOG | 100 funds | $90.5B |
| BANK OF AMERICA CORPBAC | 100 funds | $19.5B |
| NVIDIA CORPNVDA | 99 funds | $277.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 99 funds | $28.3B |
| META PLATFORMS INC-CLASS AMETA | 98 funds | $78.8B |
| CHEVRON CORPCVX | 97 funds | $21.1B |
| UNITEDHEALTH GROUP INCUNH | 97 funds | $20.4B |
Ranked by how many of BUR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 9, 2025 | Perla David | Vice Chair | Sell (S) | 7K | $102K |
| Jul 9, 2025 | Will Aviva O. | President | Sell (S) | 18K | $256K |
| Jul 9, 2025 | Molot Jonathan Todd | Chief Investment Officer | Sell (S) | 210K | $3.1M |
| Jul 9, 2025 | BOGART CHRISTOPHER P | Chief Executive Officer, Director | Sell (S) | 210K | $3.1M |
| Mar 10, 2025 | Lenkner Travis | Chief Development Officer | Buy (P) | 25K | $335K |
| Jan 28, 2025 | Perla David | Vice Chair | Sell (S) | 3K | $44K |
| Jan 28, 2025 | Will Aviva O. | President | Sell (S) | 8K | $110K |
| Jan 28, 2025 | Molot Jonathan Todd | Chief Investment Officer | Sell (S) | 90K | $1.3M |
| Jan 28, 2025 | BOGART CHRISTOPHER P | Chief Executive Officer, Director | Sell (S) | 90K | $1.3M |
Connected entities for BUR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BUR/capital-change-brief"
Use Arkolith's capital_change_brief for BUR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BUR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.