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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 189 | $465.4M |
| Q1 2026 | 188 | $633.5M |
| Q4 2025 | 174 | $404.5M |
| Q3 2025 | 152 | $216.2M |
| Q2 2025 | 141 | $141.6M |
| Q1 2025 | 152 | $228.5M |
| Q4 2024 | 142 | $486.1M |
| Q3 2024 | 131 | $645.0M |
| Q2 2024 | 119 | $738.0M |
| Q1 2024 | 136 | $730.6M |
| Q4 2023 | 123 | $729.3M |
| Q3 2023 | 121 | $648.3M |
| Q2 2023 | 111 | $588.4M |
| Q1 2023 | 107 | $551.8M |
| Q4 2022 | 93 | $245.8M |
| Q3 2022 | 84 | $158.0M |
| Q2 2022 | 72 | $91.6M |
| Q1 2022 | 33 | $32.8M |
| Q4 2021 | 26 | $12.6M |
| Q3 2021 | 23 | $5.80M |
| Q2 2021 | 20 | $11.1M |
| Q1 2021 | 26 | $12.4M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Borr Drilling Ltd; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 573,935 | $4.22M | 0.00% | −267,072−31.8% | Reduced |
| Bank of New York Mellon Corp | 601,948 | $4.43M | 0.00% | −12,068−2.0% | Reduced |
| GeoSphere Capital Management, LLC | 700,000 | $5.15M | 5.99% | +700,000 | New |
| Morgan Stanley | 703,263 | $5.18M | 0.00% | −231,378−24.8% | Reduced |
| Nuveen Asset Management, LLC | 707,290 | $5.22M | 0.00% | +707,290 | New |
| Goehring & Rozencwajg Associates, LLC | 819,185 | $6.03M | 1.46% | +27,880+3.5% | Added |
| Lloyd Harbor Capital Management, LLC | 1,168,265 | $8.60M | 5.43% | −150,000−11.4% | Reduced |
| Tejara Capital Ltd | 1,261,193 | $9.28M | 3.89% | +41,888+3.4% | Added |
| Northern Trust Corp | 1,471,195 | $10.8M | 0.00% | −20,766−1.4% | Reduced |
| Barclays PLC | 1,815,846 | $13.4M | 0.01% | −607,833−25.1% | Reduced |
| Marshall Wace, LLP | 2,116,293 | $15.6M | 0.03% | −1,138,516−35.0% | Reduced |
| Capital International Inc | 2,214,959 | $16.3M | 0.25% | +2,214,959 | New |
| Geode Capital Management, LLC | 2,353,376 | $17.3M | 0.00% | +137,010+6.2% | Added |
| Fiera Capital Corp | 2,513,733 | $18.5M | 0.06% | +952,030+61.0% | Added |
| State Street Corp | 3,510,215 | $25.8M | 0.00% | +122,358+3.6% | Added |
| FIL Ltd | 5,191,241 | $38.2M | 0.04% | +3,931,841+312.2% | Added |
| FMR LLC | 5,494,994 | $40.6M | 0.00% | +2,366,064+75.6% | Added |
| Orbis Allan Gray Ltd | 8,403,450 | $61.8M | 0.39% | −612,490−6.8% | Reduced |
| Vanguard Group Inc | 9,270,971 | $68.2M | 0.00% | +129,683+1.4% | Added |
| Folketrygdfondet | 12,616,013 | $92.9M | 1.89% | 00.0% | Unchanged |
| BlackRock Inc. | 12,818,882 | $94.3M | 0.00% | −902,080−6.6% | Reduced |
| Capital International Investors | 13,007,254 | $96.3M | 0.02% | +3,604,908+38.3% | Added |
| Credit Suisse AG | 173,719 | – | – | +11,972+7.4% | Added |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −1,226,936−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −1,100,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −680,156−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −281,686−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −154,590−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −126,164−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −56,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −53,437−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −49,736−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,947−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −29,904−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −29,641−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −20,958−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −15,643−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −12,534−100.0% | Sold out |
| Belvedere Trading LLC | 0 | $0 | 0.00% | −3,265−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −976−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −325−100.0% | Sold out |