BURNEY CO/

All 13F Filings

Location
Reston, VA
Most recent 13F
Q4 2025
Holdings value ($000)
3,207,506
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q4 2025 1/23/2026 608 3,207,506 13F-HR BURNEY CO/
Q3 2025 10/16/2025 584 3,144,038 13F-HR BURNEY CO/
Q2 2025 8/5/2025 574 2,954,602 13F-HR BURNEY CO/
Q2 2014 8/5/2014 400 1,155,667 13F-HR/A - RESTATEMENT BURNEY CO/
Q2 2014 8/4/2014 400 1,493,300 13F-HR BURNEY CO/
Q1 2014 5/7/2014 397 1,097,563 13F-HR/A - RESTATEMENT BURNEY CO/
Q1 2014 5/6/2014 397 1,097,563 13F-HR BURNEY CO/
Q4 2013 2/3/2014 411 1,027,036 13F-HR BURNEY CO/
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 3.161 M 98.6% 56.75 K 0 56.75 K
ETFs 41.95 K 1.3% 6.151 K 0 6.151 K
Debt 604 0.0% 0 131 -131
Other 3.628 K 0.1% 696 0 696
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Fund Snapshot

Q4 2025
Latest filed
1/23/2026
Total value ($000)
3,207,506
Holdings
608
QoQ value change ($000)
63,468 (2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.