SEC 13F Intelligence

Managers / Q1 2024 · view latest →

BURNS J W & CO INC/NY

CIK 0001047339 · 5789 WIDEWATERS PARKWAY, DEWITT, NY, 13214 · 3154491341

Reported Value
$718M
Q1 2024
Positions
188
Filings on Record
30
2019–present window
Filed
Apr 17, 2024
original filing

Summary

Burns J W & Co Inc/Ny reported $718M in U.S.-listed holdings across 188 positions for Q1 2024.

Its largest position, MSFT, represents 8.3% of the portfolio.

Compared with Q4 2023, the fund opened 8 new positions and exited 3.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $357MQ4 ’18Q1 ’19: $410MQ2 ’19: $432MQ3 ’19: $434MQ4 ’19: $471MQ4 ’19Q1 ’20: $370MQ2 ’20: $452MQ3 ’20: $498MQ4 ’20: $562MQ4 ’20Q1 ’21: $594MQ2 ’21: $636MQ3 ’21: $638MQ4 ’21: $691MQ4 ’21Q1 ’22: $628MQ2 ’22: $528MQ3 ’22: $509MQ4 ’22: $548MQ4 ’22Q1 ’23: $587,987Q2 ’23: $624,292Q3 ’23: $617MQ4 ’23: $676MQ4 ’23Q1 ’24: $718MQ2 ’24: $741MQ3 ’24: $769MQ4 ’24: $783MQ4 ’24Q1 ’25: $771MQ2 ’25: $824MQ3 ’25: $884MQ4 ’25: $903MQ4 ’25Q1 ’26: $873Mfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2024

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$873M183Apr 17, 202613F-HRchanges · EDGAR ↗
Q4 2025$903M183Jan 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$884M184Oct 20, 202513F-HRchanges · EDGAR ↗
Q2 2025$824M184Jul 10, 202513F-HRchanges · EDGAR ↗
Q1 2025$771M187Apr 8, 202513F-HRchanges · EDGAR ↗
Q4 2024$783M188Jan 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$769M186Oct 4, 202413F-HRchanges · EDGAR ↗
Q2 2024$741M184Jul 23, 202413F-HRchanges · EDGAR ↗
Q1 2024$718M188Apr 17, 202413F-HRchanges · EDGAR ↗
Q4 2023$676M183Jan 18, 202413F-HRchanges · EDGAR ↗
Q3 2023$617M177Nov 13, 202313F-HRchanges · EDGAR ↗
Q2 2023$624,292174Jul 12, 202313F-HRchanges · EDGAR ↗
Q1 2023$587,987175Apr 17, 202313F-HRchanges · EDGAR ↗
Q4 2022$548M174Jan 13, 202313F-HRchanges · EDGAR ↗
Q3 2022$509M171Oct 4, 202213F-HRchanges · EDGAR ↗
Q2 2022$528M163Jul 14, 202213F-HRchanges · EDGAR ↗
Q1 2022$628M177Apr 8, 202213F-HRchanges · EDGAR ↗
Q4 2021$691M188Jan 20, 202213F-HRchanges · EDGAR ↗
Q3 2021$638M181Oct 13, 202113F-HRchanges · EDGAR ↗
Q2 2021$636M185Jul 12, 202113F-HRchanges · EDGAR ↗
Q1 2021$594M179Apr 16, 202113F-HRchanges · EDGAR ↗
Q4 2020$562M169Jan 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$498M160Oct 6, 202013F-HRchanges · EDGAR ↗
Q2 2020$452M151Jul 6, 202013F-HRchanges · EDGAR ↗
Q1 2020$370M145Apr 6, 202013F-HRchanges · EDGAR ↗
Q4 2019$471M164Jan 7, 202013F-HRchanges · EDGAR ↗
Q3 2019$434M165Oct 11, 201913F-HRchanges · EDGAR ↗
Q2 2019$432M167Jul 9, 201913F-HRchanges · EDGAR ↗
Q1 2019$410M161Apr 2, 201913F-HRchanges · EDGAR ↗
Q4 2018$357M155Jan 16, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.