Filing Research | BURFORD CAPITAL LIMITED Institutional Holdings

Snapshot holdings

35 / 35 loaded

#		Instrument	quantity
1	Pictet North America Advisors SA	Shares	7.6MSH	$31.3M
2	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	1.3MSH	$5.1M
3	Mraz, Amerine & Associates, Inc.	Shares	573.6KSH	$2.4M
4	Fideuram Asset Management (Ireland) dac	Shares	453.8KSH	$2.1M
5	Rathbones Group PLC	Shares	162.2KSH	$663.5K
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	168.8KSH	$642.5K
7	Capricorn Fund Managers Ltd	Shares	135.0KSH	$553.5K
8	Sage Investment Counsel LLC	Shares	90.6KSH	$371.5K
9	Police & Firemen's Retirement System of New Jersey	Shares	64.3KSH	$263.5K
10	Farther Finance Advisors, LLC	Shares	53.8KSH	$220.4K
11	Merit Financial Group, LLC	Shares	50.3KSH	$206.2K
12	Central Pacific Bank - Trust Division	Shares	41.2KSH	$168.8K
13	DRIVE WEALTH MANAGEMENT, LLC	Shares	40.9KSH	$167.6K
14	Allegheny Financial Group	Shares	25.9KSH	$106.3K
15	WASATCH ADVISORS LP	Shares	19.9KSH	$81.5K
16	WADDELL & ASSOCIATES, LLC	Shares	18.0KSH	$73.7K
17	NorthCrest Asset Manangement, LLC	Shares	15.3KSH	$64.9K
18	Sequoia Financial Advisors, LLC	Shares	10.8KSH	$44.3K
19	HM PAYSON & CO	Shares	9.2KSH	$37.7K
20	EverSource Wealth Advisors, LLC	Shares	4.4KSH	$18.2K
21	True Wealth Design, LLC	Shares	3.4KSH	$14.1K
22	Blue Trust, Inc.	Shares	2.8KSH	$11.3K
23	Versant Capital Management, Inc	Shares	2.6KSH	$10.8K
24	IFP Advisors, Inc	Shares	2.0KSH	$8.4K
25	GAMMA Investing LLC	Shares	1.8KSH	$7.3K
26	SJS Investment Consulting Inc.	Shares	1.5KSH	$6.3K
27	MassMutual Private Wealth & Trust, FSB	Shares	1.3KSH	$5.5K
28	SIGNATUREFD, LLC	Shares	1.3KSH	$5.4K
29	SBI Securities Co., Ltd.	Shares	989SH	$4.1K
30	Owl Creek Wealth Partners LLC	Shares	950SH	$3.9K
31	Fortitude Family Office, LLC	Shares	733SH	$3.0K
32	Wealth Enhancement Trust Services, Inc.	Shares	216SH	$886
33	HARBOR INVESTMENT ADVISORY, LLC	Shares	200SH	$820
34	Physician Wealth Advisors, Inc.	Shares	39SH	$160
35	State of Alaska, Department of Revenue	Shares	10.9KSH	$44

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+758.8K	+$2.9M	$5.1M
2	Fideuram Asset Management (Ireland) dac new	Shares	+453.8K	+$2.1M	$2.1M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+151.1K	+$569.3K	$642.5K
4	Mraz, Amerine & Associates, Inc. added	Shares	+108.3K	+$248.7K	$2.4M
5	Merit Financial Group, LLC new	Shares	+50.3K	+$206.2K	$206.2K
6	Sage Investment Counsel LLC added	Shares	+46.6K	+$172.6K	$371.5K
7	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+40.9K	+$167.6K	$167.6K
8	WADDELL & ASSOCIATES, LLC new	Shares	+18.0K	+$73.7K	$73.7K
9	Farther Finance Advisors, LLC added	Shares	+18.1K	+$68.8K	$220.4K
10	NorthCrest Asset Manangement, LLC new	Shares	+15.3K	+$64.9K	$64.9K
11	Central Pacific Bank - Trust Division added	Shares	+16.1K	+$55.6K	$168.8K
12	Sequoia Financial Advisors, LLC new	Shares	+10.8K	+$44.3K	$44.3K
13	Allegheny Financial Group added	Shares	+11.1K	+$39.3K	$106.3K
14	HM PAYSON & CO new	Shares	+9.2K	+$37.7K	$37.7K
15	Police & Firemen's Retirement System of New Jersey added	Shares	+10.9K	+$22.3K	$263.5K
16	True Wealth Design, LLC added	Shares	+3.4K	+$14.0K	$14.1K
17	EverSource Wealth Advisors, LLC added	Shares	+3.2K	+$12.5K	$18.2K
18	Versant Capital Management, Inc added	Shares	+2.1K	+$8.3K	$10.8K
19	IFP Advisors, Inc added	Shares	+1.9K	+$7.9K	$8.4K
20	SJS Investment Consulting Inc. added	Shares	+1.4K	+$5.8K	$6.3K
21	MassMutual Private Wealth & Trust, FSB added	Shares	+1.2K	+$5.0K	$5.5K
22	Owl Creek Wealth Partners LLC new	Shares	+950	+$3.9K	$3.9K
23	GAMMA Investing LLC added	Shares	+899	+$3.3K	$7.3K
24	Fortitude Family Office, LLC new	Shares	+733	+$3.0K	$3.0K
25	Wealth Enhancement Trust Services, Inc. new	Shares	+216	+$886	$886
26	State of Alaska, Department of Revenue unchanged	Shares	0	-$5	$44
27	HARBOR INVESTMENT ADVISORY, LLC unchanged	Shares	0	-$84	$820
28	Hughes Financial Services, LLC exited	Shares	-36	-$163	$0
29	SBI Securities Co., Ltd. added	Shares	+35	-$257	$4.1K
30	Physician Wealth Advisors, Inc. trimmed	Shares	-57	-$274	$160
31	SIGNATUREFD, LLC unchanged	Shares	0	-$552	$5.4K
32	Bogart Wealth, LLC exited	Shares	-213	-$963	$0
33	Blue Trust, Inc. trimmed	Shares	-186	-$2.0K	$11.3K
34	Financial Management Professionals, Inc. exited	Shares	-1.6K	-$7.2K	$0
35	WASATCH ADVISORS LP trimmed	Shares	-1.8K	-$16.6K	$81.5K
36	Abacus Wealth Partners, LLC exited	Shares	-11.3K	-$51.2K	$0
37	Capricorn Fund Managers Ltd unchanged	Shares	0	-$56.7K	$553.5K
38	Pictet North America Advisors SA unchanged	Shares	0	-$121.1K	$31.3M
39	Rathbones Group PLC trimmed	Shares	-163.9K	-$676.9K	$663.5K
40	Y-Intercept (Hong Kong) Ltd exited	Shares	-217.9K	-$985.0K	$0