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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 2025

Institutional positions in Borr Drilling Ltd as of Dec 31, 2025. 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
174
+28 vs. Q3 2025
Shares held
100.5M
+21.6M (+27.4%) vs. Q3 2025
Total value
$404.5M
+$192.5M (+90.8%) vs. Q3 2025
New holders
49
60 more added
Sold out
21
38 more reduced

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: 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 2025: 174 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 2025: $404.5M
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 2025

Shares, value and share of portfolio for each institution holding Borr Drilling Ltd; share changes are against Q3 2025.

Institutions holding BORR in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.15,833,379$63.8M0.00%+1,112,819+7.6%Added
DnB Asset Management AS8,771,876$35.4M0.12%+4,896,701+126.4%Added
Marshall Wace, LLP4,573,837$18.4M0.02%+4,524,772+9,222.0%Added
State Street Corp4,212,987$17.0M0.00%+180,141+4.5%Added
Encompass Capital Advisors LLC3,554,800$14.3M0.69%+3,554,800New
Geode Capital Management, LLC3,218,535$13.0M0.00%+211,314+7.0%Added
Sona Asset Management (US) LLC3,205,564$12.9M0.42%−3,180,906−49.8%Reduced
Capital International Investors2,959,071$11.9M0.00%+19,241+0.7%Added
Goldman Sachs Group Inc2,957,276$11.9M0.00%+645,934+27.9%Added
Morgan Stanley2,941,438$11.9M0.00%−1,260,751−30.0%Reduced
Masters Capital Management LLC2,900,000$11.7M1.62%−100,000−3.3%Reduced
FMR LLC2,501,873$10.1M0.00%−907,333−26.6%Reduced
Balyasny Asset Management LLC2,433,200$9.81M0.02%+2,433,200New
UBS Group AG2,336,705$9.42M0.00%−135,545−5.5%Reduced
Mason Capital Management LLC2,182,136$8.79M1.57%+2,182,136New
De Lisle Partners LLP1,801,424$7.25M0.93%00.0%Unchanged
Goehring & Rozencwajg Associates, LLC1,623,163$6.54M0.65%+580,464+55.7%Added
Vanguard Group Inc1,606,338$6.47M0.00%+144,060+9.9%Added
Citadel Advisors LLC1,600,048$6.45M0.00%+1,472,162+1,151.2%Added
Storebrand Asset Management AS1,574,840$6.35M0.02%+1,574,840New
Adage Capital Partners GP, L.L.C.1,487,900$6.00M0.01%+1,487,900New
HRT Financial LP1,401,975$5.65M0.02%+1,401,975New
GeoSphere Capital Management, LLC1,385,000$5.58M3.85%+1,385,000New
Northern Trust Corp1,334,420$5.38M0.00%−108,979−7.6%Reduced
Dimensional Fund Advisors LP1,306,091$5.26M0.00%+1,086,034+493.5%Added
Jane Street Group, LLC1,239,056$4.99M0.01%+857,532+224.8%Added
Bridgeway Capital Management, LLC1,231,165$4.96M0.10%+1,231,165New
Tejara Capital Ltd926,398$3.73M1.55%−591,863−39.0%Reduced
Tudor Investment Corp Et Al881,603$3.55M0.02%+224,192+34.1%Added
Nuveen, LLC738,681$2.98M0.00%00.0%Unchanged
Millennium Management LLC687,245$2.77M0.00%−1,178,939−63.2%Reduced
Bank of New York Mellon Corp675,774$2.72M0.00%+23,705+3.6%Added
Squarepoint Ops LLC675,647$2.72M0.01%+624,446+1,219.6%Added
Charles Schwab Investment Management Inc661,631$2.67M0.00%+43,943+7.1%Added
Empowered Funds, LLC661,165$2.66M0.05%+661,165New
Glenorchy Capital Ltd616,288$2.48M1.62%+616,288New
Barclays PLC581,815$2.34M0.00%+68,007+13.2%Added
D. E. Shaw & Co., Inc.548,699$2.21M0.00%+548,699New
AQR Capital Management LLC520,536$2.10M0.00%−201,680−27.9%Reduced
Gsa Capital Partners LLP502,998$2.03M0.17%+502,998New
Invesco Ltd.413,923$1.67M0.00%+133,869+47.8%Added
Bank of America Corp405,951$1.64M0.00%−507,343−55.6%Reduced
Quantbot Technologies LP352,067$1.42M0.05%+352,067New
Susquehanna International Group, LLP347,428$1.40M0.00%−1,282,373−78.7%Reduced
Verition Fund Management LLC346,874$1.40M0.01%+25,800+8.0%Added
Pekin Hardy Strauss, Inc.342,750$1.38M0.13%+69,500+25.4%Added
Sowell Financial Services LLC321,944$1.30M0.05%−2,886−0.9%Reduced
Rhumbline Advisers319,325$1.29M0.00%−20,350−6.0%Reduced
Wells Fargo & Company304,670$1.23M0.00%+113,821+59.6%Added
Spears Abacus Advisors LLC304,000$1.23M0.02%00.0%Unchanged
X-Square Capital, LLC302,085$1.22M0.40%−10,629−3.4%Reduced
Creative Planning301,004$1.21M0.00%+8,451+2.9%Added
Walleye Capital LLC256,993$1.04M0.01%+256,993New
Alliancebernstein L.P.236,130$951.6K0.00%00.0%Unchanged
TT International Asset Management LTD254,000$871.0K0.18%+254,000New
Los Angeles Capital Management LLC281,070$868.5K0.00%+198,900+242.1%Added
Jennison Associates LLC212,364$855.8K0.00%+212,364New
Schonfeld Strategic Advisors LLC206,222$831.1K0.00%+206,222New
Deutsche Bank AG179,233$722.3K0.00%+8,712+5.1%Added
Pingora Partners LLC154,800$623.8K0.38%−5,200−3.3%Reduced
JPMorgan Chase & Co152,531$614.7K0.00%+27,512+22.0%Added
Price T Rowe Associates Inc150,914$609.0K0.00%+12,004+8.6%Added
MetLife Investment Management141,418$569.9K0.00%−2,991−2.1%Reduced
Intech Investment Management LLC135,378$545.6K0.00%+9,255+7.3%Added
Mirae Asset Global ETFs Holdings Ltd.123,585$498.0K0.00%+8,558+7.4%Added
Gotham Asset Management, LLC121,876$491.2K0.00%+121,876New
Marex Group plc110,000$443.3K0.00%00.0%Unchanged
Capricorn Fund Managers Ltd110,000$443.3K0.11%+110,000New
Group One Trading, L.P.106,863$430.7K0.01%+78,183+272.6%Added
Ci Investments Inc.90,000$362.7K0.00%−130,000−59.1%Reduced
Interval Partners, LP87,418$352.3K0.01%+87,418New
Huber Capital Management LLC84,900$342.1K0.05%00.0%Unchanged
Institute for Wealth Management, LLC.80,000$322.4K0.03%00.0%Unchanged
Manufacturers Life Insurance Company, The79,700$321.2K0.00%−4,489−5.3%Reduced
BNP Paribas Arbitrage, SA77,039$310.5K0.00%+10,634+16.0%Added
Pentwater Capital Management LP75,000$302.3K0.00%+75,000New
Centiva Capital, LP73,403$295.8K0.02%+73,403New
New York State Common Retirement Fund70,754$285.1K0.00%00.0%Unchanged
SEI Investments Co68,964$277.9K0.00%−90,042−56.6%Reduced
Axq Capital, LP66,269$267.1K0.06%+66,269New
State Board of Administration of Florida Retirement System65,230$262.9K0.00%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey65,103$262.4K0.00%00.0%Unchanged
Jump Financial, LLC65,095$262.3K0.00%+65,095New
Citigroup Inc60,977$245.7K0.00%+38,596+172.4%Added
Ieq Capital, LLC60,450$243.6K0.00%−325−0.5%Reduced
ExodusPoint Capital Management, LP58,700$236.6K0.00%+24,945+73.9%Added
Numerai GP LLC56,965$229.6K0.03%+56,965New
Adviser Investments LLC52,019$209.6K0.00%00.0%Unchanged
ProShare Advisors LLC48,651$196.1K0.00%+6,314+14.9%Added
Algert Global LLC48,310$194.7K0.00%+48,310New
Raymond James Financial Inc47,579$191.7K0.00%+47,579New
Acadian Asset Management LLC43,878$175.0K0.00%+43,878New
Voya Investment Management LLC43,382$174.8K0.00%+1,077+2.5%Added
Russell Investments Group, Ltd.41,991$169.2K0.00%−260,710−86.1%Reduced
Natixis40,777$167.2K0.00%00.0%Unchanged
CWM, LLC37,687$152.0K0.00%+2,160+6.1%Added
SG Americas Securities, LLC37,769$152.0K0.00%+37,769New
HighTower Advisors, LLC34,638$139.6K0.00%−16,122−31.8%Reduced
Callan Family Office, LLC34,424$138.7K0.00%+15,506+82.0%Added
LPL Financial LLC32,908$132.6K0.00%−10,033−23.4%Reduced