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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
Gsa Capital Partners LLP280,584$1.92M0.15%+42,650+17.9%Added
Rhumbline Advisers298,937$2.05M0.00%+5,664+1.9%Added
Deutsche Bank AG355,069$2.43M0.00%+57,827+19.5%Added
Capital International Sarl391,332$2.68M0.09%+44,146+12.7%Added
Swiss National Bank423,630$2.70M0.00%+16,810+4.1%Added
Citadel Advisors LLC427,250$2.93M0.00%+125,103+41.4%Added
Charles Schwab Investment Management Inc494,679$3.39M0.00%−15,313−3.0%Reduced
Tudor Investment Corp Et Al510,148$3.49M0.04%+120,281+30.9%Added
Graham Capital Management, L.P.543,975$3.73M0.11%+543,975New
Adage Capital Partners GP, L.L.C.548,308$3.76M0.01%+148,308+37.1%Added
Morgan Stanley590,794$4.05M0.00%−112,469−16.0%Reduced
Bank of New York Mellon Corp646,211$4.43M0.00%+44,263+7.4%Added
Nuveen Asset Management, LLC707,732$4.77M0.00%+442+0.1%Added
Goldman Sachs Group Inc713,564$4.89M0.00%+139,629+24.3%Added
Barclays PLC851,672$5.83M0.00%−964,174−53.1%Reduced
Goehring & Rozencwajg Associates, LLC880,752$6.03M1.31%+61,567+7.5%Added
Lloyd Harbor Capital Management, LLC1,048,457$7.18M5.09%−119,808−10.3%Reduced
Bank of Montreal1,100,002$7.45M0.00%+1,100,002New
Royal Bank of Canada1,144,429$7.84M0.00%+1,071,613+1,471.7%Added
Rovida Advisors Inc.1,200,000$8.21M2.85%+1,200,000New
Tejara Capital Ltd1,293,193$8.86M3.28%+32,000+2.5%Added
Northern Trust Corp1,427,866$9.78M0.00%−43,329−2.9%Reduced
De Lisle Partners LLP1,541,424$10.6M2.44%+1,541,424New
Marshall Wace, LLP2,136,956$14.6M0.02%+20,663+1.0%Added
Geode Capital Management, LLC2,431,847$16.7M0.00%+78,471+3.3%Added
Fiera Capital Corp2,594,379$17.8M0.05%+80,646+3.2%Added
Capital International Inc2,646,820$18.1M0.24%+431,861+19.5%Added
State Street Corp3,533,527$24.2M0.00%+23,312+0.7%Added
FMR LLC6,058,993$40.8M0.00%+563,999+10.3%Added
FIL Ltd6,041,822$41.4M0.04%+850,581+16.4%Added
Orbis Allan Gray Ltd8,403,450$57.6M0.34%00.0%Unchanged
Vanguard Group Inc9,473,089$64.9M0.00%+202,118+2.2%Added
BlackRock Inc.11,552,854$79.1M0.00%−1,266,028−9.9%Reduced
Folketrygdfondet12,591,614$86.3M1.87%−24,399−0.2%Reduced
Capital International Investors17,608,781$116.8M0.02%+4,601,527+35.4%Added
Credit Suisse AG172,560––−1,159−0.7%Reduced
GeoSphere Capital Management, LLC0$00.00%−700,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−390,260−100.0%Sold out
Herr Investment Group LLC0$00.00%−300,377−100.0%Sold out
Two Sigma Advisers, LP0$00.00%−181,200−100.0%Sold out
Renaissance Technologies LLC0$00.00%−32,400−100.0%Sold out
XTX Topco Ltd0$00.00%−30,770−100.0%Sold out
Quaero Capital S.A.0$00.00%−29,524−100.0%Sold out
DnB Asset Management AS0$00.00%−28,344−100.0%Sold out
Virtu Financial LLC0$00.00%−27,435−100.0%Sold out
AQR Capital Management LLC0$00.00%−26,102−100.0%Sold out
Franklin Resources Inc0$00.00%−19,940−100.0%Sold out
Omers Administration Corp0$00.00%−18,300−100.0%Sold out
Weiss Multi-Strategy Advisers LLC0$00.00%−10,770−100.0%Sold out
LPL Financial LLC0$00.00%−10,041−100.0%Sold out
Advisory Services Network, LLC0$00.00%−8,000−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−910−100.0%Sold out
Massmutual Trust Co FSB0$00.00%−229−100.0%Sold out
Sawtooth Solutions, LLC––––Not filed