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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, Q4 2023

Institutional positions in Borr Drilling Ltd as of Dec 31, 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
123
+2 vs. Q3 2023
Shares held
99.1M
+7.60M (+8.3%) vs. Q3 2023
Total value
$729.3M
+$81.0M (+12.5%) vs. Q3 2023
New holders
23
42 more added
Sold out
21
39 more reduced

Compare with Q3 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 holdersQ4 2023: 123 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 heldQ4 2023: $729.3M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Borr Drilling Ltd; share changes are against Q3 2023.

Institutions holding BORR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors13,007,254$96.3M0.02%+3,604,908+38.3%Added
BlackRock Inc.12,818,882$94.3M0.00%−902,080−6.6%Reduced
Folketrygdfondet12,616,013$92.9M1.89%00.0%Unchanged
Vanguard Group Inc9,270,971$68.2M0.00%+129,683+1.4%Added
Orbis Allan Gray Ltd8,403,450$61.8M0.39%−612,490−6.8%Reduced
FMR LLC5,494,994$40.6M0.00%+2,366,064+75.6%Added
FIL Ltd5,191,241$38.2M0.04%+3,931,841+312.2%Added
State Street Corp3,510,215$25.8M0.00%+122,358+3.6%Added
Fiera Capital Corp2,513,733$18.5M0.06%+952,030+61.0%Added
Geode Capital Management, LLC2,353,376$17.3M0.00%+137,010+6.2%Added
Capital International Inc2,214,959$16.3M0.25%+2,214,959New
Marshall Wace, LLP2,116,293$15.6M0.03%−1,138,516−35.0%Reduced
Barclays PLC1,815,846$13.4M0.01%−607,833−25.1%Reduced
Northern Trust Corp1,471,195$10.8M0.00%−20,766−1.4%Reduced
Tejara Capital Ltd1,261,193$9.28M3.89%+41,888+3.4%Added
Lloyd Harbor Capital Management, LLC1,168,265$8.60M5.43%−150,000−11.4%Reduced
Goehring & Rozencwajg Associates, LLC819,185$6.03M1.46%+27,880+3.5%Added
Nuveen Asset Management, LLC707,290$5.22M0.00%+707,290New
Morgan Stanley703,263$5.18M0.00%−231,378−24.8%Reduced
GeoSphere Capital Management, LLC700,000$5.15M5.99%+700,000New
Bank of New York Mellon Corp601,948$4.43M0.00%−12,068−2.0%Reduced
Goldman Sachs Group Inc573,935$4.22M0.00%−267,072−31.8%Reduced
JPMorgan Chase & Co550,418$4.05M0.00%−4,714−0.8%Reduced
Charles Schwab Investment Management Inc509,992$3.75M0.00%−719−0.1%Reduced
Swiss National Bank406,820$3.05M0.00%−44,086−9.8%Reduced
Adage Capital Partners GP, L.L.C.400,000$2.94M0.01%+400,000New
D. E. Shaw & Co., Inc.392,112$2.89M0.00%−184,730−32.0%Reduced
Balyasny Asset Management LLC390,260$2.87M0.01%+347,577+814.3%Added
Tudor Investment Corp Et Al389,867$2.87M0.04%+684+0.2%Added
Capital International Sarl347,186$2.56M0.10%+347,186New
Citadel Advisors LLC302,147$2.22M0.00%+113,320+60.0%Added
Herr Investment Group LLC300,377$2.21M0.59%+300,377New
Deutsche Bank AG297,242$2.19M0.00%+35,958+13.8%Added
Rhumbline Advisers293,273$2.16M0.00%−905−0.3%Reduced
Squarepoint Ops LLC278,575$2.05M0.01%+83,020+42.5%Added
Alliancebernstein L.P.252,506$1.86M0.00%00.0%Unchanged
Susquehanna International Group, LLP244,662$1.80M0.00%+222,928+1,025.7%Added
Gsa Capital Partners LLP237,934$1.75M0.15%−182,128−43.4%Reduced
Skandinaviska Enskilda Banken AB (publ)205,445$1.51M0.01%+143,323+230.7%Added
Legal & General Group Plc187,620$1.40M0.00%+26,995+16.8%Added
Two Sigma Advisers, LP181,200$1.33M0.00%+28,500+18.7%Added
Two Sigma Investments, LP171,752$1.26M0.00%+154,752+910.3%Added
Jane Street Group, LLC151,812$1.13M0.00%−750,715−83.2%Reduced
Invesco Ltd.139,135$1.02M0.00%+3,731+2.8%Added
Fund 1 Investments, LLC136,000$1.00M0.22%00.0%Unchanged
Citigroup Inc127,257$950.4K0.00%+1,778+1.4%Added
Guggenheim Capital LLC125,575$924.2K0.01%+125,575New
MetLife Investment Management121,516$894.4K0.01%00.0%Unchanged
Walleye Capital LLC114,300$853.8K0.01%+114,300New
Mirae Asset Global Investments Co., Ltd.112,613$828.8K0.00%00.0%Unchanged
American International Group, Inc.109,314$804.6K0.00%−442−0.4%Reduced
Trexquant Investment LP102,343$753.2K0.02%+29,802+41.1%Added
Millennium Management LLC97,982$721.1K0.00%−889,502−90.1%Reduced
HSBC Holdings PLC94,395$707.1K0.00%−14,245−13.1%Reduced
Voya Investment Management LLC89,142$656.1K0.00%−439−0.5%Reduced
New York State Common Retirement Fund88,400$650.6K0.00%+4,106+4.9%Added
Sawtooth Solutions, LLC87,027$640.5K0.02%+9,896+12.8%Added
Bleakley Financial Group, LLC87,027$640.5K0.02%+9,896+12.8%Added
Simplex Trading, LLC86,827$639.0K0.02%+73,190+536.7%Added
Manufacturers Life Insurance Company, The80,497$592.5K0.00%−3,201−3.8%Reduced
Kestra Advisory Services, LLC78,850$580.3K0.00%−127,830−61.8%Reduced
Royal Bank of Canada72,816$535.0K0.00%+40,095+122.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)65,843$484.6K0.00%+15,073+29.7%Added
State Board of Administration of Florida Retirement System65,230$480.1K0.00%00.0%Unchanged
Waldron Private Wealth LLC60,000$441.6K0.02%+60,000New
Wells Fargo & Company57,909$426.2K0.00%+12,364+27.1%Added
Price T Rowe Associates Inc54,828$404.0K0.00%+4,643+9.3%Added
X-Square Capital, LLC50,000$368.0K0.20%+50,000New
Group One Trading, L.P.48,603$357.7K0.01%+48,603New
Gotham Asset Management, LLC44,536$327.8K0.01%+23,146+108.2%Added
Tower Research Capital LLC (TRC)42,773$314.8K0.00%+33,605+366.5%Added
Wiley Bros.-Aintree Capital, LLC38,500$283.4K0.07%+38,500New
ProShare Advisors LLC36,403$267.9K0.00%+7,833+27.4%Added
California State Teachers Retirement System36,198$266.4K0.00%−12,328−25.4%Reduced
Bank of America Corp35,632$262.3K0.00%−3,298−8.5%Reduced
Y-Intercept (Hong Kong) Ltd34,539$254.2K0.02%+34,539New
Renaissance Technologies LLC32,400$238.0K0.00%−182,127−84.9%Reduced
Amalgamated Bank31,637$233.0K0.00%−440−1.4%Reduced
XTX Topco Ltd30,770$226.5K0.05%+30,770New
Quaero Capital S.A.29,524$220.4K0.23%−1,650−5.3%Reduced
DnB Asset Management AS28,344$208.6K0.00%00.0%Unchanged
Virtu Financial LLC27,435$202.0K0.02%+27,435New
AQR Capital Management LLC26,102$192.1K0.00%−3,738−12.5%Reduced
Principal Financial Group Inc25,442$187.3K0.00%+2,445+10.6%Added
Hotchkis & Wiley Capital Management LLC23,200$170.8K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.22,746$167.4K0.01%00.0%Unchanged
Pictet Asset Management Holding SA21,138$157.9K0.00%00.0%Unchanged
Franklin Resources Inc19,940$146.8K0.00%+8,076+68.1%Added
Creative Planning18,423$135.6K0.00%+18,423New
Omers Administration Corp18,300$134.7K0.00%+5,100+38.6%Added
Campbell & CO Investment Adviser LLC16,754$123.3K0.01%−110,040−86.8%Reduced
Prudential Financial Inc14,545$107.1K0.00%+285+2.0%Added
Mackenzie Financial Corp14,275$105.1K0.00%00.0%Unchanged
Russell Investments Group, Ltd.13,763$102.8K0.00%+871+6.8%Added
Xponance, Inc.13,291$97.8K0.00%+529+4.1%Added
Metropolitan Life Insurance Co13,266$97.6K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC13,225$97.3K0.00%−1,190−8.3%Reduced
Landscape Capital Management, L.L.C.12,012$88.4K0.01%+12,012New
Amundi12,311$80.0K0.00%00.0%Unchanged
Weiss Multi-Strategy Advisers LLC10,770$79.0K0.00%−18,671−63.4%Reduced