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Borr Drilling Ltd

BORR
Exchange
NYSE
Industry
Drilling Oil & Gas Wells
SEC CIK
0001715497

In the last 90 days, Borr Drilling Ltd insiders filed 7 open-market purchases and 5 sales; 189 institutions reported holding it in 13F filings for Q2 2026, worth $465.4M in total; no superinvestor holds it.

13F holders, Q2 2023

Institutional positions in Borr Drilling Ltd as of Jun 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
111
+4 vs. Q1 2023
Shares held
78.3M
+5.26M (+7.2%) vs. Q1 2023
Total value
$588.4M
+$36.6M (+6.6%) vs. Q1 2023
New holders
19
50 more added
Sold out
15
32 more reduced

Compare with Q1 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BORR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2023: 111 institutions
Q1 2021: 26 institutionsQ2 2021: 20 institutionsQ3 2021: 23 institutionsQ4 2021: 26 institutionsQ1 2022: 33 institutionsQ2 2022: 72 institutionsQ3 2022: 84 institutionsQ4 2022: 93 institutionsQ1 2023: 107 institutionsQ2 2023: 111 institutionsQ3 2023: 121 institutionsQ4 2023: 123 institutionsQ1 2024: 136 institutionsQ2 2024: 119 institutionsQ3 2024: 131 institutionsQ4 2024: 142 institutionsQ1 2025: 152 institutionsQ2 2025: 141 institutionsQ3 2025: 152 institutionsQ4 2025: 174 institutionsQ1 2026: 188 institutionsQ2 2026: 189 institutions
Value heldQ2 2023: $588.4M
Q1 2021: $12.4MQ2 2021: $11.1MQ3 2021: $5.80MQ4 2021: $12.6MQ1 2022: $32.8MQ2 2022: $91.6MQ3 2022: $158.0MQ4 2022: $245.8MQ1 2023: $551.8MQ2 2023: $588.4MQ3 2023: $648.3MQ4 2023: $729.3MQ1 2024: $730.6MQ2 2024: $738.0MQ3 2024: $645.0MQ4 2024: $486.1MQ1 2025: $228.5MQ2 2025: $141.6MQ3 2025: $216.2MQ4 2025: $404.5MQ1 2026: $633.5MQ2 2026: $465.4M
Institutions holding BORR and their total value by quarter
QuarterHoldersValue
Q2 2026189$465.4M
Q1 2026188$633.5M
Q4 2025174$404.5M
Q3 2025152$216.2M
Q2 2025141$141.6M
Q1 2025152$228.5M
Q4 2024142$486.1M
Q3 2024131$645.0M
Q2 2024119$738.0M
Q1 2024136$730.6M
Q4 2023123$729.3M
Q3 2023121$648.3M
Q2 2023111$588.4M
Q1 2023107$551.8M
Q4 202293$245.8M
Q3 202284$158.0M
Q2 202272$91.6M
Q1 202233$32.8M
Q4 202126$12.6M
Q3 202123$5.80M
Q2 202120$11.1M
Q1 202126$12.4M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Borr Drilling Ltd; share changes are against Q1 2023.

Institutions holding BORR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1,154,681$8.69M0.00%+1,151,342+34,481.6%Added
Lloyd Harbor Capital Management, LLC1,188,265$8.95M5.02%+680,256+133.9%Added
Barclays PLC1,442,526$10.9M0.01%−332,477−18.7%Reduced
Northern Trust Corp1,554,431$11.7M0.00%+242,651+18.5%Added
Geode Capital Management, LLC2,175,842$16.4M0.00%+305,508+16.3%Added
State Street Corp3,413,973$25.7M0.00%+367,344+12.1%Added
Orbis Allan Gray Ltd9,015,940$67.9M0.49%−35,681−0.4%Reduced
Capital International Investors9,412,771$69.9M0.02%+1,538,788+19.5%Added
Vanguard Group Inc9,315,508$70.1M0.00%+2,395,746+34.6%Added
Folketrygdfondet10,953,162$82.5M1.89%+1,812,375+19.8%Added
BlackRock Inc.13,959,846$105.1M0.00%+897,465+6.9%Added
Encompass Capital Advisors LLC0$00.00%−2,512,864−100.0%Sold out
Portolan Capital Management, LLC0$00.00%−611,773−100.0%Sold out
EAM Investors, LLC0$00.00%−377,574−100.0%Sold out
Williams Jones Wealth Management, LLC.0$00.00%−341,490−100.0%Sold out
National Bank of Canada0$00.00%−296,867−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−206,238−100.0%Sold out
Storebrand Asset Management AS0$00.00%−201,822−100.0%Sold out
AQR Capital Management LLC0$00.00%−46,368−100.0%Sold out
Kapitalo Investimentos Ltda0$00.00%−20,983−100.0%Sold out
UBS Group AG0$00.00%−18,729−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−17,774−100.0%Sold out
Wellington Management Group LLP0$00.00%−16,600−100.0%Sold out
Squarepoint Ops LLC0$00.00%−14,107−100.0%Sold out
Allspring Global Investments Holdings, LLC0$00.00%−438−100.0%Sold out
Glassman Wealth Services0$00.00%−29−100.0%Sold out