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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 2024

Institutional positions in Borr Drilling Ltd as of Jun 30, 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
119
−15 vs. Q1 2024
Shares held
114.5M
+7.04M (+6.6%) vs. Q1 2024
Total value
$738.0M
+$7.56M (+1.0%) vs. Q1 2024
New holders
21
58 more added
Sold out
36
26 more reduced

2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 2024: 119 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 2024: $738.0M
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 2024

Shares, value and share of portfolio for each institution holding Borr Drilling Ltd; share changes are against Q1 2024.

Institutions holding BORR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Gendell Jeffrey L850,000$5.48M0.19%+850,000New
Goehring & Rozencwajg Associates, LLC975,052$6.29M1.25%+94,300+10.7%Added
Royal Bank of Canada1,154,447$7.45M0.00%+10,018+0.9%Added
Rovida Advisors Inc.1,200,000$7.72M2.75%00.0%Unchanged
Northern Trust Corp1,338,734$8.63M0.00%−89,132−6.2%Reduced
Marshall Wace, LLP1,381,461$8.91M0.01%−755,495−35.4%Reduced
De Lisle Partners LLP1,541,424$9.92M2.17%00.0%Unchanged
Tejara Capital Ltd1,539,757$9.93M3.62%+246,564+19.1%Added
Fiera Capital Corp1,546,000$9.97M0.03%−1,048,379−40.4%Reduced
Capital International Inc2,750,264$17.7M0.24%+103,444+3.9%Added
Geode Capital Management, LLC2,858,908$18.4M0.00%+427,061+17.6%Added
State Street Corp3,882,459$25.0M0.00%+348,932+9.9%Added
FMR LLC7,639,864$49.3M0.00%+1,580,871+26.1%Added
Orbis Allan Gray Ltd8,813,805$56.8M0.35%+410,355+4.9%Added
Vanguard Group Inc9,920,742$64.0M0.00%+447,653+4.7%Added
FIL Ltd10,486,512$67.6M0.07%+4,444,690+73.6%Added
Folketrygdfondet12,591,614$81.2M1.43%00.0%Unchanged
BlackRock Inc.13,620,963$87.9M0.00%+2,068,109+17.9%Added
Capital International Investors17,604,656$113.4M0.02%−4,1250.0%Reduced
Bank of Montreal0$00.00%−1,100,002−100.0%Sold out
Lloyd Harbor Capital Management, LLC0$00.00%−1,048,457−100.0%Sold out
Adage Capital Partners GP, L.L.C.0$00.00%−548,308−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−543,975−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−510,148−100.0%Sold out
HITE Hedge Asset Management LLC0$00.00%−238,210−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−112,613−100.0%Sold out
American International Group, Inc.0$00.00%−108,384−100.0%Sold out
Simplicity Wealth,LLC0$00.00%−90,901−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−90,901−100.0%Sold out
Susquehanna International Securities, Ltd.0$00.00%−73,506−100.0%Sold out
Squarepoint Ops LLC0$00.00%−58,304−100.0%Sold out
Millennium Management LLC0$00.00%−40,635−100.0%Sold out
HRT Financial LP0$00.00%−39,353−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−38,000−100.0%Sold out
Wiley Bros.-Aintree Capital, LLC0$00.00%−38,500−100.0%Sold out
Susquehanna International Group Ltd.0$00.00%−29,500−100.0%Sold out
Syquant Capital SAS0$00.00%−29,415−100.0%Sold out
Axq Capital, LP0$00.00%−25,800−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−18,263−100.0%Sold out
D. E. Shaw & Co., Inc.0$00.00%−16,752−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−13,641−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−13,427−100.0%Sold out
Ballentine Partners, LLC0$00.00%−12,791−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−11,774−100.0%Sold out
Equitable Holdings, Inc.0$00.00%−11,473−100.0%Sold out
Atom Investors LP0$00.00%−11,447−100.0%Sold out
Quantbot Technologies LP0$00.00%−9,644−100.0%Sold out
Optiver Holding B.V.0$00.00%−1,506−100.0%Sold out
South State Corp.0$00.00%−1,000−100.0%Sold out
Natixis0$00.00%−815−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−600−100.0%Sold out
GAMMA Investing LLC0$00.00%−90−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−45−100.0%Sold out
Federated Hermes, Inc.0$00.00%−1−100.0%Sold out
Banque Pictet & Cie SA0$00.00%−29,000−100.0%Sold out
Cipher Capital LP––––Not filed
Credit Suisse AG––––Not filed