BURFORD CAPITAL LIMITED (BUR)
Institutional ownership reported to the SEC as of Q2 2026, across 23 quarters.
233
Reporting holders
$609.6M
Reported value
66.5%
Of shares outstanding
1.8%
Held as options
+15
Holder change
Institutions report 146,022,699 shares against 219,584,503 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | $4.9B | 5,240,892 | 1.62% | 23q | -28.9%-$2.0B |
| AMERIPRISE FINANCIAL INC | $75.7M | 18,474,414 | 0.02% | 23q | -25.0%-$25.3M |
| BlackRock, Inc. | $71.1M | 17,349,811 | 0.00% | 8q | +9.9%+$6.4M |
| Orbis Allan Gray Ltd | $60.2M | 14,673,240 | 0.21% | 23q | +12.7%+$6.8M |
| Pictet North America Advisors SA | $31.3M | 7,647,727 | 2.76% | 22q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $25.7M | 6,268,451 | 0.01% | 8q | +801.4%+$22.8M |
| Invesco Ltd. | $19.6M | 4,778,963 | 0.00% | 18q | -13.6%-$3.1M |
| M&G PLC | $18.3M | 4,517,728 | 0.09% | 10q | +173.2%+$11.6M |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $17.9M | 4,363,019 | 0.05% | 12q | +40.6%+$5.2M |
| COOKE & BIELER LP | $15.5M | 3,781,152 | 0.18% | 6q | -33.3%-$7.8M |
| STATE STREET CORP | $15.5M | 3,778,177 | 0.00% | 9q | +6.4%+$928.6K |
| D. E. Shaw & Co., Inc. | $14.7M | 3,577,247 | 0.01% | 3q | +269.6%+$10.7M |
| Greenhaven Road Investment Management, L.P. | $12.5M | 3,042,947 | 8.10% | 14q | +42.2%+$3.7M |
| Aberdeen Group plc | $11.2M | 2,731,183 | 0.02% | 5q | +1.8%+$203.2K |
| GEODE CAPITAL MANAGEMENT, LLC | $10.8M | 2,632,387 | 0.00% | 9q | +8.5%+$849.7K |
| MORGAN STANLEY | $9.3M | 2,266,275 | 0.00% | 23q | +13.1%+$1.1M |
| DG Capital Management, LLC | $9.2M | 2,244,180 | 1.94% | 15q | +2295.5%+$8.8M |
| BARCLAYS PLC | $7.9M | 1,921,501 | 0.00% | 18q | -64.2%-$14.1M |
| Bandera Partners LLC | $7.2M | 1,756,762 | 2.54% | 20q | HELD |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $7.0M | 1,714,844 | 0.00% | 2q | +5.8%+$382.9K |
| NORTHERN TRUST CORP | $6.7M | 1,624,822 | 0.00% | 9q | +14.2%+$829.7K |
| Mithaq Capital SPC | $6.1M | 1,494,749 | 3.00% | 11q | HELD |
| UBS Group AG | $5.8M | 1,412,147 | 0.00% | 13q | +242.1%+$4.1M |
| MILLENNIUM MANAGEMENT LLC | $5.7M | 1,398,688 | 0.00% | 7q | -7.6%-$469.3K |
| CITADEL ADVISORS LLC | $5.3M | 975,933 | 0.00% | 23q | -23.2%-$1.6M |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | $5.1M | 1,251,348 | 0.15% | 2q | +154.1%+$3.1M |
| Solas Capital Management, LLC | $5.0M | 1,210,944 | 2.66% | 2q | +23.4%+$943.0K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $4.9M | 1,195,317 | 0.09% | 3q | -8.9%-$476.8K |
| GOLDMAN SACHS GROUP INC | $4.8M | 745,990 | 0.00% | 23q | -34.4%-$2.5M |
| RENAISSANCE TECHNOLOGIES LLC | $4.8M | 1,161,900 | 0.01% | 9q | +21.2%+$833.9K |
| BANK OF AMERICA CORP /DE/ | $4.3M | 1,040,512 | 0.00% | 23q | +61.8%+$1.6M |
| Trexquant Investment LP | $4.2M | 1,018,768 | 0.02% | 7q | +892.8%+$3.8M |
| HighTower Advisors, LLC | $3.9M | 959,173 | 0.00% | 23q | HELD |
| Legal & General Group Plc | $3.6M | 881,954 | 0.00% | 10q | +77.9%+$1.6M |
| Point72 Asset Management, L.P. | $3.6M | 873,318 | 0.00% | 4q | HELD |
| Claar Advisors LLC | $3.4M | 839,708 | 1.11% | 12q | HELD |
| Empowered Funds, LLC | $3.3M | 805,817 | 0.02% | 3q | +5.8%+$181.3K |
| Nuveen, LLC | $2.7M | 647,921 | 0.00% | 6q | +4.1%+$105.5K |
| Odyssean, LLC | $2.5M | 612,720 | 0.41% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 172,193 | 0.00% | 22q | -64.4%-$4.5M |
| Mraz, Amerine & Associates, Inc. | $2.4M | 573,603 | 0.34% | 14q | +23.3%+$444.2K |
| Bank of New York Mellon Corp | $2.2M | 533,465 | 0.00% | 14q | +8.0%+$161.7K |
| IEQ CAPITAL, LLC | $2.1M | 522,431 | 0.01% | 6q | +878.4%+$1.9M |
| Fideuram Asset Management (Ireland) dac | $2.1M | 453,849 | 0.04% | new | NEW |
| CIBC WORLD MARKET INC. | $2.1M | 508,992 | 0.00% | 3q | -1.3%-$27.2K |
| Marex Group Ltd | $2.1M | 507,000 | 0.01% | 4q | -23.5%-$638.8K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.0M | 497,868 | 0.00% | 9q | +12.6%+$228.6K |
| Sixth Street Partners Management Company, L.P. | $2.0M | 497,868 | 0.00% | new | NEW |
| Mariner, LLC | $2.0M | 497,563 | 0.00% | 7q | +1058.7%+$1.9M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $1.8M | 450,000 | 0.00% | 2q | HELD |
| FOURSIXTHREE CAPITAL LP | $1.7M | options only | 0.35% | 2q | OPTIONS |
| Man Group plc | $1.7M | 416,023 | 0.00% | new | NEW |
| TUDOR INVESTMENT CORP ET AL | $1.6M | 400,401 | 0.00% | new | NEW |
| BAILLIE GIFFORD & CO | $1.6M | 395,646 | 0.00% | 21q | -0.7%-$11.4K |
| Swiss National Bank | $1.6M | 388,499 | 0.00% | 23q | HELD |
| Amundi | $1.6M | 384,294 | 0.00% | 16q | +15.0%+$205.8K |
| FIRST FOUNDATION ADVISORS | $1.6M | 380,953 | 0.06% | 14q | HELD |
| CI INVESTMENTS INC. | $1.4M | 348,730 | 0.00% | 23q | -84.8%-$8.0M |
| Quantinno Capital Management LP | $1.4M | 338,776 | 0.00% | 7q | +321.7%+$1.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3M | 324,020 | 0.00% | 3q | +1972.7%+$1.3M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $1.3M | 312,505 | 0.01% | 3q | -36.0%-$719.7K |
| Man Investment Partners (US) LP | $1.3M | 309,828 | 0.35% | 2q | HELD |
| JANE STREET GROUP, LLC | $1.2M | 260,460 | 0.00% | 13q | -57.6%-$1.6M |
| Evelyn Partners Group Ltd | $1.2M | 285,082 | 0.00% | new | FIRST |
| Walleye Capital LLC | $1.1M | 268,803 | 0.00% | new | NEW |
| Qube Research & Technologies Ltd | $1.1M | 274,622 | 0.00% | new | NEW |
| MARSHALL WACE, LLP | $1.0M | 253,255 | 0.00% | 11q | -49.3%-$1.0M |
| RHUMBLINE ADVISERS | $1.0M | 251,750 | 0.00% | 9q | +3.8%+$38.0K |
| GROUP ONE TRADING LLC | $1.0M | options only | 0.00% | 14q | OPTIONS |
| Pilgrim Partners Asia Pte Ltd | $1.0M | 250,000 | 0.44% | 6q | +13.6%+$123.0K |
| DEUTSCHE BANK AG\ | $983.8K | 239,954 | 0.00% | 22q | +24.4%+$192.7K |
| ALLIANCEBERNSTEIN L.P. | $961.3K | 212,680 | 0.00% | 22q | HELD |
| Cerity Partners LLC | $894.5K | 218,163 | 0.00% | 6q | +133.4%+$511.2K |
| SIMPLEX TRADING, LLC | $891.3K | options only | 0.00% | 22q | OPTIONS |
| Hyperion Capital Advisors LP | $832.3K | 203,000 | 0.38% | 18q | HELD |
| Verition Fund Management LLC | $820.0K | options only | 0.00% | 2q | OPTIONS |
| Caption Management, LLC | $755.6K | options only | 0.00% | 3q | OPTIONS |
| WELLS FARGO & COMPANY/MN | $745.6K | 181,845 | 0.00% | 15q | +22.2%+$135.3K |
| KORNITZER CAPITAL MANAGEMENT INC /KS | $741.3K | 180,800 | 0.02% | 17q | HELD |
| LPL Financial LLC | $735.7K | 179,444 | 0.00% | 13q | -21.2%-$198.2K |
| ROYCE & ASSOCIATES LP | $717.5K | 175,000 | 0.01% | 11q | HELD |
| CITIGROUP INC | $704.8K | 172,195 | 0.00% | 18q | +35.1%+$183.0K |
| Diametric Capital, LP | $688.9K | 168,028 | 0.07% | 15q | -30.1%-$296.9K |
| Russell Investments Group, Ltd. | $681.4K | 166,184 | 0.00% | 8q | +163.9%+$423.2K |
| Rathbones Group PLC | $663.5K | 162,215 | 0.00% | new | NEW |
| VANGUARD FIDUCIARY TRUST CO | $654.2K | 159,551 | 0.00% | 2q | +14.5%+$83.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $642.5K | 168,827 | 0.00% | 3q | +854.7%+$575.2K |
| JPMORGAN CHASE & CO | $605.9K | 144,054 | 0.00% | 23q | -17.6%-$129.4K |
| Pathstone Holdings, LLC | $605.2K | 147,603 | 0.00% | 11q | HELD |
| Capricorn Fund Managers Ltd | $553.5K | 135,000 | 0.04% | 6q | HELD |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $532.8K | 130,162 | 0.00% | 23q | +56.8%+$193.0K |
| WOLVERINE ASSET MANAGEMENT LLC | $532.4K | 29,752 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $529.4K | 129,130 | 0.00% | 2q | HELD |
| Creative Planning | $495.1K | 120,750 | 0.00% | 6q | +345.1%+$383.9K |
| MetLife Investment Management, LLC | $490.6K | 119,656 | 0.00% | 9q | +5.7%+$26.2K |
| STATE OF WISCONSIN INVESTMENT BOARD | $482.1K | 117,586 | 0.00% | 5q | -1.5%-$7.4K |
| XTX Topco Ltd | $470.1K | 114,667 | 0.01% | 3q | -83.3%-$2.4M |
| AXQ CAPITAL, LP | $455.8K | 111,164 | 0.05% | 2q | +108.1%+$236.8K |
| Merit Financial Group, LLC | $412.4K | 100,596 | 0.00% | new | NEW |
| CAPITAL FUND MANAGEMENT S.A. | $409.0K | 99,752 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | ORBIS INVESTMENT MANAGEMENT LTDwith 1 co-filers | 9.2% |
| 2026-08-14 | 13G/A | Ameriprise Financial, Inc.with 1 co-filers | 8.4% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 233 | $609.6M | 146,022,699 | 57 | 88 | 47 | 1.8% |
| Q1 2026 | 218 | $665.8M | 145,752,558 | 33 | 78 | 72 | 1.9% |
| Q4 2025 | 209 | $1.1B | 124,404,897 | 40 | 75 | 61 | 1.5% |
| Q3 2025 | 201 | $1.6B | 128,817,197 | 37 | 65 | 54 | 2.1% |
| Q2 2025 | 191 | $1.9B | 133,591,217 | 31 | 63 | 59 | 2.5% |
| Q1 2025 | 197 | $1.5B | 115,013,917 | 42 | 59 | 60 | 0.4% |
| Q4 2024 | 173 | $1.3B | 104,152,732 | 21 | 58 | 47 | 0.7% |
| Q3 2024 | 155 | $1.4B | 101,211,911 | 25 | 53 | 39 | 1.7% |
| Q2 2024 | 149 | $1.3B | 99,110,245 | 49 | 45 | 32 | 2.1% |
| Q1 2024 | 127 | $1.5B | 91,774,496 | 22 | 37 | 36 | 1.9% |
| Q4 2023 | 125 | $1.4B | 89,383,878 | 26 | 42 | 34 | 3.7% |
| Q3 2023 | 107 | $882.1M | 61,332,341 | 17 | 34 | 37 | 3.6% |
| Q2 2023 | 103 | $857.7M | 69,237,281 | 29 | 30 | 23 | 2.4% |
| Q1 2023 | 87 | $709.1M | 66,569,329 | 21 | 29 | 18 | 3.2% |
| Q4 2022 | 67 | $516.2M | 63,130,347 | 9 | 14 | 20 | 0.4% |
| Q3 2022 | 80 | $624.5M | 82,247,944 | 7 | 26 | 21 | 1.0% |
| Q2 2022 | 80 | $806.0M | 79,680,506 | 12 | 20 | 23 | 1.0% |
| Q1 2022 | 76 | $762.1M | 83,106,248 | 14 | 23 | 11 | 0.1% |
| Q4 2021 | 71 | $729.0M | 69,401,780 | 1 | 26 | 18 | 0.2% |
| Q3 2021 | 72 | $701.6M | 63,504,571 | 7 | 15 | 18 | 0.1% |
| Q2 2021 | 70 | $726.6M | 69,543,943 | 10 | 14 | 26 | 0.1% |
| Q1 2021 | 65 | $636.9M | 70,851,490 | 19 | 16 | 13 | 0.1% |
| Q4 2020 | 52 | $417.7M | 43,067,302 | 51 | 0 | 0 | 0.0% |