BURNS J W & CO INC/NY
All 13F Filings
- Location
- Dewitt, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 959,472
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 189 | 959,472 | 13F-HR | BURNS J W & CO INC/NY |
| Q1 2026 | 4/17/2026 | 183 | 872,768 | 13F-HR | BURNS J W & CO INC/NY |
| Q4 2025 | 1/12/2026 | 183 | 903,315 | 13F-HR | BURNS J W & CO INC/NY |
| Q3 2025 | 10/20/2025 | 184 | 883,656 | 13F-HR | BURNS J W & CO INC/NY |
| Q2 2025 | 7/10/2025 | 184 | 823,847 | 13F-HR | BURNS J W & CO INC/NY |
| Q2 2014 | 7/2/2014 | 160 | 300,878 | 13F-HR | BURNS J W & CO INC/NY |
| Q1 2014 | 4/3/2014 | 149 | 282,012 | 13F-HR | BURNS J W & CO INC/NY |
| Q4 2013 | 1/3/2014 | 153 | 287,944 | 13F-HR | BURNS J W & CO INC/NY |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 671.8 K | 70.0% | 50.72 K | 0 | 50.72 K |
| ETFs | 287.7 K | 30.0% | 35.97 K | 0 | 35.97 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
959,472
Holdings
189
QoQ value change ($000)
86,704
(9.9%)
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.