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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
Manufacturers Life Insurance Company, The79,700$321.2K0.00%−4,489−5.3%Reduced
Institute for Wealth Management, LLC.80,000$322.4K0.03%00.0%Unchanged
Huber Capital Management LLC84,900$342.1K0.05%00.0%Unchanged
Interval Partners, LP87,418$352.3K0.01%+87,418New
Ci Investments Inc.90,000$362.7K0.00%−130,000−59.1%Reduced
Group One Trading, L.P.106,863$430.7K0.01%+78,183+272.6%Added
Marex Group plc110,000$443.3K0.00%00.0%Unchanged
Capricorn Fund Managers Ltd110,000$443.3K0.11%+110,000New
Gotham Asset Management, LLC121,876$491.2K0.00%+121,876New
Mirae Asset Global ETFs Holdings Ltd.123,585$498.0K0.00%+8,558+7.4%Added
Intech Investment Management LLC135,378$545.6K0.00%+9,255+7.3%Added
MetLife Investment Management141,418$569.9K0.00%−2,991−2.1%Reduced
Price T Rowe Associates Inc150,914$609.0K0.00%+12,004+8.6%Added
JPMorgan Chase & Co152,531$614.7K0.00%+27,512+22.0%Added
Pingora Partners LLC154,800$623.8K0.38%−5,200−3.3%Reduced
Deutsche Bank AG179,233$722.3K0.00%+8,712+5.1%Added
Schonfeld Strategic Advisors LLC206,222$831.1K0.00%+206,222New
Jennison Associates LLC212,364$855.8K0.00%+212,364New
Los Angeles Capital Management LLC281,070$868.5K0.00%+198,900+242.1%Added
TT International Asset Management LTD254,000$871.0K0.18%+254,000New
Alliancebernstein L.P.236,130$951.6K0.00%00.0%Unchanged
Walleye Capital LLC256,993$1.04M0.01%+256,993New
Creative Planning301,004$1.21M0.00%+8,451+2.9%Added
X-Square Capital, LLC302,085$1.22M0.40%−10,629−3.4%Reduced
Spears Abacus Advisors LLC304,000$1.23M0.02%00.0%Unchanged
Wells Fargo & Company304,670$1.23M0.00%+113,821+59.6%Added
Rhumbline Advisers319,325$1.29M0.00%−20,350−6.0%Reduced
Sowell Financial Services LLC321,944$1.30M0.05%−2,886−0.9%Reduced
Pekin Hardy Strauss, Inc.342,750$1.38M0.13%+69,500+25.4%Added
Verition Fund Management LLC346,874$1.40M0.01%+25,800+8.0%Added
Susquehanna International Group, LLP347,428$1.40M0.00%−1,282,373−78.7%Reduced
Quantbot Technologies LP352,067$1.42M0.05%+352,067New
Bank of America Corp405,951$1.64M0.00%−507,343−55.6%Reduced
Invesco Ltd.413,923$1.67M0.00%+133,869+47.8%Added
Gsa Capital Partners LLP502,998$2.03M0.17%+502,998New
AQR Capital Management LLC520,536$2.10M0.00%−201,680−27.9%Reduced
D. E. Shaw & Co., Inc.548,699$2.21M0.00%+548,699New
Barclays PLC581,815$2.34M0.00%+68,007+13.2%Added
Glenorchy Capital Ltd616,288$2.48M1.62%+616,288New
Empowered Funds, LLC661,165$2.66M0.05%+661,165New
Charles Schwab Investment Management Inc661,631$2.67M0.00%+43,943+7.1%Added
Squarepoint Ops LLC675,647$2.72M0.01%+624,446+1,219.6%Added
Bank of New York Mellon Corp675,774$2.72M0.00%+23,705+3.6%Added
Millennium Management LLC687,245$2.77M0.00%−1,178,939−63.2%Reduced
Nuveen, LLC738,681$2.98M0.00%00.0%Unchanged
Tudor Investment Corp Et Al881,603$3.55M0.02%+224,192+34.1%Added
Tejara Capital Ltd926,398$3.73M1.55%−591,863−39.0%Reduced
Bridgeway Capital Management, LLC1,231,165$4.96M0.10%+1,231,165New
Jane Street Group, LLC1,239,056$4.99M0.01%+857,532+224.8%Added
Dimensional Fund Advisors LP1,306,091$5.26M0.00%+1,086,034+493.5%Added
Northern Trust Corp1,334,420$5.38M0.00%−108,979−7.6%Reduced
GeoSphere Capital Management, LLC1,385,000$5.58M3.85%+1,385,000New
HRT Financial LP1,401,975$5.65M0.02%+1,401,975New
Adage Capital Partners GP, L.L.C.1,487,900$6.00M0.01%+1,487,900New
Storebrand Asset Management AS1,574,840$6.35M0.02%+1,574,840New
Citadel Advisors LLC1,600,048$6.45M0.00%+1,472,162+1,151.2%Added
Vanguard Group Inc1,606,338$6.47M0.00%+144,060+9.9%Added
Goehring & Rozencwajg Associates, LLC1,623,163$6.54M0.65%+580,464+55.7%Added
De Lisle Partners LLP1,801,424$7.25M0.93%00.0%Unchanged
Mason Capital Management LLC2,182,136$8.79M1.57%+2,182,136New
UBS Group AG2,336,705$9.42M0.00%−135,545−5.5%Reduced
Balyasny Asset Management LLC2,433,200$9.81M0.02%+2,433,200New
FMR LLC2,501,873$10.1M0.00%−907,333−26.6%Reduced
Masters Capital Management LLC2,900,000$11.7M1.62%−100,000−3.3%Reduced
Morgan Stanley2,941,438$11.9M0.00%−1,260,751−30.0%Reduced
Goldman Sachs Group Inc2,957,276$11.9M0.00%+645,934+27.9%Added
Capital International Investors2,959,071$11.9M0.00%+19,241+0.7%Added
Sona Asset Management (US) LLC3,205,564$12.9M0.42%−3,180,906−49.8%Reduced
Geode Capital Management, LLC3,218,535$13.0M0.00%+211,314+7.0%Added
Encompass Capital Advisors LLC3,554,800$14.3M0.69%+3,554,800New
State Street Corp4,212,987$17.0M0.00%+180,141+4.5%Added
Marshall Wace, LLP4,573,837$18.4M0.02%+4,524,772+9,222.0%Added
DnB Asset Management AS8,771,876$35.4M0.12%+4,896,701+126.4%Added
BlackRock, Inc.15,833,379$63.8M0.00%+1,112,819+7.6%Added
Kopernik Global Investors, LLC0$00.00%−4,983,672−100.0%Sold out
Lighthouse Investment Partners, LLC0$00.00%−200,000−100.0%Sold out
Virtu Financial LLC0$00.00%−163,636−100.0%Sold out
Omers Administration Corp0$00.00%−61,900−100.0%Sold out
HSBC Holdings PLC0$00.00%−55,469−100.0%Sold out
Gruss & Co., LLC0$00.00%−50,000−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−37,423−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−37,397−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−30,600−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−25,890−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−25,000−100.0%Sold out
Federated Hermes, Inc.0$00.00%−13,065−100.0%Sold out
GTS Securities LLC0$00.00%−12,887−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−12,328−100.0%Sold out
Cetera Investment Advisers0$00.00%−11,231−100.0%Sold out
Oak Thistle LLC0$00.00%−10,806−100.0%Sold out
Baader Bank INC0$00.00%−11,032−100.0%Sold out
SRS Capital Advisors, Inc.0$00.00%−4,256−100.0%Sold out
Quarry LP0$00.00%−1,283−100.0%Sold out
Advisory Services Network, LLC0$00.00%−52−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−1−100.0%Sold out
Global Value Investment Corp.––––Not filed
Cubist Systematic Strategies, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Wolverine Trading, LLC––––Not filed
Point72 (DIFC) Ltd––––Not filed