Borr Drilling Ltd

BORR

Exchange: NYSE
Industry: Drilling Oil & Gas Wells
SEC CIK: 0001715497

SEC filings (opens in a new tab)

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.

Q4 2025 vs. Q3 2025

How the institutions holding Borr Drilling Ltd changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of BORR: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	152	6	174	+28
Shares	80.4M	1.56M	100.5M	+21.6M (+27.4%)
Value	$216.2M	$4.20M	$404.5M	+$192.5M (+90.8%)

6 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (49)

Institutions that held Borr Drilling Ltd at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to BORR in Q4 2025
Institution	Shares	Value	% of portfolio
Encompass Capital Advisors LLC	3,554,800	$14.3M	0.69%
Balyasny Asset Management LLC	2,433,200	$9.81M	0.02%
Mason Capital Management LLC	2,182,136	$8.79M	1.57%
Storebrand Asset Management AS	1,574,840	$6.35M	0.02%
Adage Capital Partners GP, L.L.C.	1,487,900	$6.00M	0.01%
HRT Financial LP	1,401,975	$5.65M	0.02%
GeoSphere Capital Management, LLC	1,385,000	$5.58M	3.85%
Bridgeway Capital Management, LLC	1,231,165	$4.96M	0.10%
Empowered Funds, LLC	661,165	$2.66M	0.05%
Glenorchy Capital Ltd	616,288	$2.48M	1.62%
D. E. Shaw & Co., Inc.	548,699	$2.21M	0.00%
Gsa Capital Partners LLP	502,998	$2.03M	0.17%
Quantbot Technologies LP	352,067	$1.42M	0.05%
Walleye Capital LLC	256,993	$1.04M	0.01%
TT International Asset Management LTD	254,000	$871.0K	0.18%
Jennison Associates LLC	212,364	$855.8K	0.00%
Schonfeld Strategic Advisors LLC	206,222	$831.1K	0.00%
Gotham Asset Management, LLC	121,876	$491.2K	0.00%
Capricorn Fund Managers Ltd	110,000	$443.3K	0.11%
Interval Partners, LP	87,418	$352.3K	0.01%
Pentwater Capital Management LP	75,000	$302.3K	0.00%
Centiva Capital, LP	73,403	$295.8K	0.02%
Axq Capital, LP	66,269	$267.1K	0.06%
Jump Financial, LLC	65,095	$262.3K	0.00%
Numerai GP LLC	56,965	$229.6K	0.03%
Algert Global LLC	48,310	$194.7K	0.00%
Raymond James Financial Inc	47,579	$191.7K	0.00%
Acadian Asset Management LLC	43,878	$175.0K	0.00%
SG Americas Securities, LLC	37,769	$152.0K	0.00%
Hilltop Holdings Inc.	31,884	$130.3K	0.01%
Lord, Abbett & Co. LLC	30,000	$121.0K	0.00%
Odyssean, LLC	25,527	$102.9K	0.07%
Keebeck Wealth Management, LLC	25,000	$100.8K	0.01%
Great Lakes Advisors, LLC	21,600	$87.0K	0.00%
CIBC World Markets Corp	17,611	$71.0K	0.00%
Ballentine Partners, LLC	14,163	$57.1K	0.00%
Mercer Global Advisors Inc	12,275	$49.5K	0.00%
Quadrature Capital Ltd	11,715	$47.2K	0.00%
Regatta Capital Group, LLC	11,581	$46.7K	0.01%
Warren Averett Asset Management, LLC	11,508	$46.4K	0.00%
Inspire Advisors, LLC	11,000	$44.3K	0.00%
Parallax Volatility Advisers, L.P.	10,000	$40.3K	0.00%
GAMMA Investing LLC	3,376	$13.6K	0.00%
Thurston, Springer, Miller, Herd & Titak, Inc.	335	$1.35K	0.00%
Smartleaf Asset Management LLC	179	$727	0.00%
Parkside Financial Bank & Trust	179	$722	0.00%
Essential Investment Partners LLC	150	$605	0.00%
Parallel Advisors, LLC	102	$411	0.00%
Sunbelt Securities, Inc.	8	$32	0.00%

Sold out (21)

Institutions that held Borr Drilling Ltd at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of BORR in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Kopernik Global Investors, LLC	4,983,672	$13.4M
Lighthouse Investment Partners, LLC	200,000	$538.0K
Virtu Financial LLC	163,636	$440.0K
Omers Administration Corp	61,900	$166.5K
HSBC Holdings PLC	55,469	$150.6K
Gruss & Co., LLC	50,000	$134.5K
Two Sigma Securities, LLC	37,423	$100.7K
Point72 Asset Management, L.P.	37,397	$100.6K
FNY Investment Advisers, LLC	30,600	$82.0K
Hudson Bay Capital Management LP	25,890	$69.6K
Cambridge Investment Research Advisors, Inc.	25,000	$67.0K
Federated Hermes, Inc.	13,065	$35.1K
GTS Securities LLC	12,887	$34.7K
Banco BTG Pactual S.A.	12,328	$33.2K
Cetera Investment Advisers	11,231	$30.2K
Oak Thistle LLC	10,806	$29.1K
Baader Bank INC	11,032	$18.3K
SRS Capital Advisors, Inc.	4,256	$11.4K
Quarry LP	1,283	$3.45K
Advisory Services Network, LLC	52	$140
Clearstead Advisors, LLC	1	$3

Not filed for Q4 2025 yet (6)

Institutions that held Borr Drilling Ltd at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding BORR in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Global Value Investment Corp.	1,446,248	$3.89M
Cubist Systematic Strategies, LLC	66,131	$177.9K
CIBC Bancorp USA Inc.	26,393	$71.0K
Wolverine Trading, LLC	14,361	$39.3K
Point72 (DIFC) Ltd	7,479	$20.1K
Point72 Europe (London) LLP	439	$1.18K