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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, Q1 2024

Institutional positions in Borr Drilling Ltd as of Mar 31, 2024. 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
136
+14 vs. Q4 2023
Shares held
107.6M
+8.55M (+8.6%) vs. Q4 2023
Total value
$730.6M
+$1.88M (+0.3%) vs. Q4 2023
New holders
31
52 more added
Sold out
17
37 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2024: 136 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 heldQ1 2024: $730.6M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Borr Drilling Ltd; share changes are against Q4 2023.

Institutions holding BORR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Capital International Investors17,608,781$116.8M0.02%+4,601,527+35.4%Added
Folketrygdfondet12,591,614$86.3M1.87%−24,399−0.2%Reduced
BlackRock Inc.11,552,854$79.1M0.00%−1,266,028−9.9%Reduced
Vanguard Group Inc9,473,089$64.9M0.00%+202,118+2.2%Added
Orbis Allan Gray Ltd8,403,450$57.6M0.34%00.0%Unchanged
FIL Ltd6,041,822$41.4M0.04%+850,581+16.4%Added
FMR LLC6,058,993$40.8M0.00%+563,999+10.3%Added
State Street Corp3,533,527$24.2M0.00%+23,312+0.7%Added
Capital International Inc2,646,820$18.1M0.24%+431,861+19.5%Added
Fiera Capital Corp2,594,379$17.8M0.05%+80,646+3.2%Added
Geode Capital Management, LLC2,431,847$16.7M0.00%+78,471+3.3%Added
Marshall Wace, LLP2,136,956$14.6M0.02%+20,663+1.0%Added
De Lisle Partners LLP1,541,424$10.6M2.44%+1,541,424New
Northern Trust Corp1,427,866$9.78M0.00%−43,329−2.9%Reduced
Tejara Capital Ltd1,293,193$8.86M3.28%+32,000+2.5%Added
Rovida Advisors Inc.1,200,000$8.21M2.85%+1,200,000New
Royal Bank of Canada1,144,429$7.84M0.00%+1,071,613+1,471.7%Added
Bank of Montreal1,100,002$7.45M0.00%+1,100,002New
Lloyd Harbor Capital Management, LLC1,048,457$7.18M5.09%−119,808−10.3%Reduced
Goehring & Rozencwajg Associates, LLC880,752$6.03M1.31%+61,567+7.5%Added
Barclays PLC851,672$5.83M0.00%−964,174−53.1%Reduced
Goldman Sachs Group Inc713,564$4.89M0.00%+139,629+24.3%Added
Nuveen Asset Management, LLC707,732$4.77M0.00%+442+0.1%Added
Bank of New York Mellon Corp646,211$4.43M0.00%+44,263+7.4%Added
Morgan Stanley590,794$4.05M0.00%−112,469−16.0%Reduced
Adage Capital Partners GP, L.L.C.548,308$3.76M0.01%+148,308+37.1%Added
Graham Capital Management, L.P.543,975$3.73M0.11%+543,975New
Tudor Investment Corp Et Al510,148$3.49M0.04%+120,281+30.9%Added
Charles Schwab Investment Management Inc494,679$3.39M0.00%−15,313−3.0%Reduced
Citadel Advisors LLC427,250$2.93M0.00%+125,103+41.4%Added
Swiss National Bank423,630$2.70M0.00%+16,810+4.1%Added
Capital International Sarl391,332$2.68M0.09%+44,146+12.7%Added
Deutsche Bank AG355,069$2.43M0.00%+57,827+19.5%Added
Rhumbline Advisers298,937$2.05M0.00%+5,664+1.9%Added
Gsa Capital Partners LLP280,584$1.92M0.15%+42,650+17.9%Added
HITE Hedge Asset Management LLC238,210$1.63M0.16%+238,210New
Alliancebernstein L.P.225,506$1.54M0.00%−27,000−10.7%Reduced
UBS Group AG205,139$1.41M0.00%+204,769+55,343.0%Added
Legal & General Group Plc210,520$1.35M0.00%+22,900+12.2%Added
Jane Street Group, LLC203,464$1.30M0.00%+51,652+34.0%Added
X-Square Capital, LLC165,300$1.11M0.53%+115,300+230.6%Added
Skandinaviska Enskilda Banken AB (publ)161,864$1.11M0.01%−43,581−21.2%Reduced
Trexquant Investment LP144,282$988.3K0.02%+41,939+41.0%Added
Fund 1 Investments, LLC136,000$931.6K0.15%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.112,613$869.4K0.00%00.0%Unchanged
MetLife Investment Management121,516$832.4K0.01%00.0%Unchanged
Dynamic Technology Lab Private Ltd119,006$815.0K0.09%+119,006New
Invesco Ltd.117,795$806.9K0.00%−21,340−15.3%Reduced
Susquehanna International Group, LLP116,331$796.9K0.00%−128,331−52.5%Reduced
HSBC Holdings PLC120,982$782.9K0.00%+26,587+28.2%Added
Walleye Capital LLC120,957$772.1K0.01%+6,657+5.8%Added
American International Group, Inc.108,384$742.4K0.00%−930−0.9%Reduced
Citigroup Inc112,099$713.3K0.00%−15,158−11.9%Reduced
Manufacturers Life Insurance Company, The99,352$668.9K0.00%+18,855+23.4%Added
Campbell & CO Investment Adviser LLC97,399$667.2K0.06%+80,645+481.3%Added
Bleakley Financial Group, LLC90,901$622.7K0.02%+3,874+4.5%Added
Simplicity Wealth,LLC90,901$622.7K0.01%+90,901New
JPMorgan Chase & Co86,677$593.7K0.00%−463,741−84.3%Reduced
New York State Common Retirement Fund84,500$578.8K0.00%−3,900−4.4%Reduced
Gotham Asset Management, LLC74,662$511.4K0.01%+30,126+67.6%Added
Susquehanna International Securities, Ltd.73,506$503.5K0.20%+73,506New
Voya Investment Management LLC73,030$500.3K0.00%−16,112−18.1%Reduced
Two Sigma Investments, LP71,517$489.9K0.00%−100,235−58.4%Reduced
Guggenheim Capital LLC70,580$483.5K0.00%−54,995−43.8%Reduced
Janney Montgomery Scott LLC68,348$468.0K0.00%+68,348New
Zurcher Kantonalbank (Zurich Cantonalbank)65,843$451.0K0.00%00.0%Unchanged
Wells Fargo & Company64,818$444.0K0.00%+6,909+11.9%Added
Price T Rowe Associates Inc62,807$431.0K0.00%+7,979+14.6%Added
Simplex Trading, LLC60,820$416.0K0.01%−26,007−30.0%Reduced
Squarepoint Ops LLC58,304$399.4K0.00%−220,271−79.1%Reduced
Bank of America Corp41,474$284.1K0.00%+5,842+16.4%Added
Millennium Management LLC40,635$278.4K0.00%−57,347−58.5%Reduced
ProShare Advisors LLC39,513$270.7K0.00%+3,110+8.5%Added
HRT Financial LP39,353$269.0K0.00%+39,353New
Kestra Advisory Services, LLC38,000$260.3K0.00%−40,850−51.8%Reduced
State Board of Administration of Florida Retirement System33,250$252.0K0.00%−31,980−49.0%Reduced
Wiley Bros.-Aintree Capital, LLC38,500$232.9K0.03%00.0%Unchanged
Exchange Traded Concepts, LLC33,506$229.5K0.01%+33,506New
Diametric Capital, LP33,071$226.5K0.13%+33,071New
Principal Financial Group Inc29,567$202.5K0.00%+4,125+16.2%Added
Susquehanna International Group Ltd.29,500$202.1K0.05%+29,500New
Syquant Capital SAS29,415$188.0K0.30%+29,415New
Creative Planning27,296$187.0K0.00%+8,873+48.2%Added
Group One Trading, L.P.26,044$178.4K0.01%−22,559−46.4%Reduced
Axq Capital, LP25,800$176.7K0.04%+25,800New
Hotchkis & Wiley Capital Management LLC23,200$158.9K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.22,746$155.8K0.01%00.0%Unchanged
California State Teachers Retirement System22,125$151.6K0.00%−14,073−38.9%Reduced
Waldron Private Wealth LLC21,600$148.0K0.01%−38,400−64.0%Reduced
Pictet Asset Management Holding SA21,138$134.4K0.00%00.0%Unchanged
Cipher Capital LP18,960$129.9K0.06%+18,960New
Y-Intercept (Hong Kong) Ltd18,263$125.1K0.01%−16,276−47.1%Reduced
D. E. Shaw & Co., Inc.16,752$114.8K0.00%−375,360−95.7%Reduced
Prudential Financial Inc14,620$100.1K0.00%+75+0.5%Added
Mackenzie Financial Corp14,275$97.8K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC13,641$93.4K0.00%+416+3.1%Added
Landscape Capital Management, L.L.C.13,427$92.0K0.01%+1,415+11.8%Added
Xponance, Inc.13,291$91.0K0.00%00.0%Unchanged
SG Americas Securities, LLC13,050$89.0K0.00%+13,050New
Ballentine Partners, LLC12,791$87.6K0.00%+12,791New