Current Market Value 2,954,602,155
Current Holdings 574
Most Recent File Date 2025-08-05
Total Filings on Record 52
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Burney Co/ . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-05 2025-06-30 13F-HR 574 2,954,602
2025-05-06 2025-03-31 13F-HR 569 3,206,011
2025-01-14 2024-12-31 13F-HR 580 2,829,875
2024-10-18 2024-09-30 13F-HR 597 2,811,518
2024-07-29 2024-06-30 13F-HR 593 2,617,189
2024-05-22 2024-03-31 13F-HR 595 2,624,513
2024-02-12 2023-12-31 13F-HR 578 2,375,901
2023-11-08 2023-09-30 13F-HR 562 2,134,165
2023-08-09 2023-06-30 13F-HR 571 2,181,466
2023-05-10 2023-03-31 13F-HR 559 2,029,307
2023-02-06 2022-12-31 13F-HR 543 1,974,544
2022-11-15 2022-09-30 13F-HR 544 1,811,665
2022-08-12 2022-06-30 13F-HR 541 1,900,852
2022-05-09 2022-03-31 13F-HR 650 2,436,686
2022-02-11 2021-12-31 13F-HR 580 2,316,375
2021-11-12 2021-09-30 13F-HR 570 2,130,275
2021-08-06 2021-06-30 13F-HR 586 2,149,694
2021-05-13 2021-03-31 13F-HR 560 2,027,736
2021-02-11 2020-12-31 13F-HR 523 1,822,632
2020-12-14 2020-09-30 13F-HR 499 1,613,926
2020-08-13 2020-06-30 13F-HR 484 1,541,466
2020-05-13 2020-03-31 13F-HR 425 1,301,478
2020-02-14 2019-12-31 13F-HR 461 1,814,267
2019-11-12 2019-09-30 13F-HR 430 1,669,429
2019-08-12 2019-06-30 13F-HR 443 1,648,644
2019-05-13 2019-03-31 13F-HR 445 1,613,763
2019-02-12 2018-12-31 13F-HR 432 1,420,822
2018-11-13 2018-09-30 13F-HR 441 1,679,715
2018-08-13 2018-06-30 13F-HR 443 1,706,578
2018-05-08 2018-03-31 13F-HR 409 1,615,157
2018-02-13 2017-12-31 13F-HR 438 1,769,452
2017-11-13 2017-09-30 13F-HR/A 1 R 402 1,539,799
2017-11-09 2017-09-30 13F-HR 400 1,527,060
2017-08-09 2017-06-30 13F-HR 400 1,527,060
2017-05-11 2017-03-31 13F-HR 388 1,517,816
2017-02-07 2016-12-31 13F-HR 383 1,471,152
2016-11-14 2016-09-30 13F-HR 378 1,417,296
2016-08-10 2016-06-30 13F-HR 376 1,393,512
2016-05-02 2016-03-31 13F-HR 388 1,373,265
2016-02-09 2015-12-31 13F-HR 376 1,350,370
2015-11-03 2015-09-30 13F-HR 368 1,298,327
2015-08-10 2015-06-30 13F-HR 398 1,470,163
2015-05-12 2015-03-31 13F-HR 407 1,459,565
2015-02-11 2014-12-31 13F-HR 378 1,262,829
2014-11-12 2014-09-30 13F-HR 402 1,166,217
2014-08-05 2014-06-30 13F-HR/A 1 R 400 1,155,667
2014-08-04 2014-06-30 13F-HR 400 1,493,300
2014-05-07 2014-03-31 13F-HR/A 1 R 397 1,097,563
2014-05-06 2014-03-31 13F-HR 397 1,097,563
2014-02-03 2013-12-31 13F-HR 411 1,027,036
2013-11-04 2013-09-30 13F-HR 408 894,037
2013-07-22 2013-06-30 13F-HR 397 801,003