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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 2026

Institutional positions in Borr Drilling Ltd as of Mar 31, 2026. 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
188
+16 vs. Q4 2025
Shares held
110.7M
+11.8M (+12.0%) vs. Q4 2025
Total value
$633.5M
+$235.5M (+59.2%) vs. Q4 2025
New holders
42
67 more added
Sold out
26
49 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 188 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 2026: $633.5M
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, Q1 2026

Shares, value and share of portfolio for each institution holding Borr Drilling Ltd; share changes are against Q4 2025.

Institutions holding BORR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock, Inc.16,632,385$96.0M0.00%+799,006+5.0%Added
Goldman Sachs Group Inc6,264,417$36.1M0.00%+3,307,141+111.8%Added
D. E. Shaw & Co., Inc.6,241,502$36.0M0.03%+5,692,803+1,037.5%Added
State Street Corp4,637,267$26.8M0.00%+424,280+10.1%Added
Nuveen, LLC3,975,871$22.9M0.01%+3,237,190+438.2%Added
Morgan Stanley3,670,434$21.2M0.00%+728,996+24.8%Added
Geode Capital Management, LLC3,527,925$20.4M0.00%+309,390+9.6%Added
Dimensional Fund Advisors LP3,491,730$20.1M0.00%+2,185,639+167.3%Added
DnB Asset Management AS3,200,227$18.5M0.07%−5,571,649−63.5%Reduced
Capital International Investors2,972,230$17.1M0.00%+13,159+0.4%Added
HRT Financial LP2,796,598$16.1M0.04%+1,394,623+99.5%Added
Point72 Asset Management, L.P.2,697,396$15.6M0.03%+2,697,396New
Tudor Investment Corp Et Al2,266,790$13.1M0.07%+1,385,187+157.1%Added
Bridgeway Capital Management, LLC2,247,775$13.0M0.26%+1,016,610+82.6%Added
Goehring & Rozencwajg Associates, LLC2,119,465$12.2M0.66%+496,302+30.6%Added
Barclays PLC2,103,470$12.1M0.00%+1,521,655+261.5%Added
Fideuram - Intesa Sanpaolo Private Banking S.P.A.2,090,315$12.1M0.42%+2,090,315New
Masters Capital Management LLC2,000,000$11.5M1.70%−900,000−31.0%Reduced
Millennium Management LLC1,949,839$11.3M0.01%+1,262,594+183.7%Added
Vanguard Portfolio Management LLC1,915,387$11.1M0.00%+1,915,387New
Marshall Wace, LLP1,891,888$10.9M0.01%−2,681,949−58.6%Reduced
UBS Group AG1,889,629$10.9M0.00%−447,076−19.1%Reduced
De Lisle Partners LLP1,801,424$10.4M1.25%00.0%Unchanged
Northern Trust Corp1,719,268$9.92M0.00%+384,848+28.8%Added
Voloridge Investment Management, LLC1,496,360$8.63M0.03%+1,496,360New
Empowered Funds, LLC1,422,598$8.21M0.05%+761,433+115.2%Added
BNP Paribas Arbitrage, SA1,209,282$6.98M0.00%+1,132,243+1,469.7%Added
Trexquant Investment LP1,135,572$6.55M0.05%+1,135,572New
Citadel Advisors LLC1,089,248$6.28M0.00%−510,800−31.9%Reduced
Tejara Capital Ltd815,698$4.71M1.55%−110,700−11.9%Reduced
Invesco Ltd.799,401$4.61M0.00%+385,478+93.1%Added
Bank of New York Mellon Corp709,097$4.09M0.00%+33,323+4.9%Added
ExodusPoint Capital Management, LP652,503$3.76M0.04%+593,803+1,011.6%Added
Jump Financial, LLC637,025$3.68M0.05%+571,930+878.6%Added
Jane Street Group, LLC625,064$3.61M0.00%−613,992−49.6%Reduced
Charles Schwab Investment Management Inc621,615$3.59M0.00%−40,016−6.0%Reduced
Pekin Hardy Strauss, Inc.620,331$3.58M0.37%+277,581+81.0%Added
Glenorchy Capital Ltd614,531$3.55M1.92%−1,757−0.3%Reduced
Squarepoint Ops LLC608,155$3.51M0.01%−67,492−10.0%Reduced
AQR Capital Management LLC528,932$3.05M0.00%+8,396+1.6%Added
State Board of Administration of Florida Retirement System503,708$2.91M0.01%+438,478+672.2%Added
XTX Topco Ltd481,533$2.78M0.05%+481,533New
JPMorgan Chase & Co420,598$2.44M0.00%+268,067+175.7%Added
Two Sigma Investments, LP396,427$2.29M0.00%+396,427New
Voleon Capital Management LP387,584$2.24M0.05%+387,584New
GeoSphere Capital Management, LLC380,110$2.19M1.32%−1,004,890−72.6%Reduced
Bank of America Corp374,557$2.16M0.00%−31,394−7.7%Reduced
Lazard Asset Management LLC374,429$2.16M0.00%+374,429New
Panagora Asset Management Inc353,627$2.04M0.01%+353,627New
Rhumbline Advisers342,074$1.97M0.00%+22,749+7.1%Added
Algert Global LLC331,430$1.91M0.03%+283,120+586.0%Added
Numerai GP LLC326,650$1.88M0.19%+269,685+473.4%Added
Gsa Capital Partners LLP313,413$1.81M0.11%−189,585−37.7%Reduced
October Effect Ltd311,761$1.80M2.07%+311,761New
Creative Planning304,891$1.76M0.00%+3,887+1.3%Added
SEI Investments Co276,445$1.60M0.00%+207,481+300.9%Added
Deutsche Bank AG215,874$1.25M0.00%+36,641+20.4%Added
Sowell Financial Services LLC213,144$1.23M0.05%−108,800−33.8%Reduced
Price T Rowe Associates Inc204,262$1.18M0.00%+53,348+35.3%Added
CenterBook Partners LP203,691$1.18M0.06%+203,691New
Russell Investments Group, Ltd.200,849$1.16M0.00%+158,858+378.3%Added
Y-Intercept (Hong Kong) Ltd173,859$1.00M0.02%+173,859New
Engineers Gate Manager LP170,431$983.4K0.01%+170,431New
Alliancebernstein L.P.236,130$951.6K0.00%00.0%Unchanged
Susquehanna International Group, LLP160,916$928.5K0.00%−186,512−53.7%Reduced
Quadrature Capital Ltd158,298$913.4K0.01%+146,583+1,251.2%Added
MetLife Investment Management156,740$904.4K0.00%+15,322+10.8%Added
Mizuho Securities USA LLC1,000,000$874.8K0.02%+1,000,000New
VGI Partners Ltd147,068$848.6K0.05%+147,068New
Gotham Asset Management, LLC143,372$827.3K0.00%+21,496+17.6%Added
Mirae Asset Global ETFs Holdings Ltd.133,872$772.4K0.00%+10,287+8.3%Added
Aquatic Capital Management LLC129,721$748.5K0.02%+129,721New
X-Square Capital, LLC128,415$741.0K0.25%−173,670−57.5%Reduced
Axq Capital, LP121,459$700.8K0.09%+55,190+83.3%Added
Citigroup Inc114,933$663.2K0.00%+53,956+88.5%Added
Intech Investment Management LLC112,251$647.7K0.01%−23,127−17.1%Reduced
Spears Abacus Advisors LLC111,000$640.5K0.01%−193,000−63.5%Reduced
Vanguard Fiduciary Trust Co109,693$632.9K0.00%+109,693New
Wells Fargo & Company108,994$628.9K0.00%−195,676−64.2%Reduced
Pingora Partners LLC100,400$579.3K0.34%−54,400−35.1%Reduced
Adage Capital Partners GP, L.L.C.100,000$577.0K0.00%−1,387,900−93.3%Reduced
Counterpoint Mutual Funds LLC98,850$570.4K0.09%+98,850New
Quantbot Technologies LP92,148$531.7K0.02%−259,919−73.8%Reduced
Penn Capital Management Co Inc91,238$526.4K0.04%+91,238New
Capricorn Fund Managers Ltd90,000$519.3K0.08%−20,000−18.2%Reduced
Marex Group plc90,000$519.3K0.01%−20,000−18.2%Reduced
New York State Common Retirement Fund89,654$517.3K0.00%+18,900+26.7%Added
Institute for Wealth Management, LLC.80,000$461.6K0.05%00.0%Unchanged
Manufacturers Life Insurance Company, The76,069$438.9K0.00%−3,631−4.6%Reduced
Police & Firemen's Retirement System of New Jersey73,620$424.8K0.00%+8,517+13.1%Added
Kiker Wealth Management, LLC68,745$396.7K0.19%+68,745New
PDT Partners, LLC68,043$392.6K0.02%+68,043New
Simplex Trading, LLC60,352$348.2K0.01%+60,352New
Winton Group Ltd54,200$312.7K0.01%+54,200New
Adviser Investments LLC51,977$299.9K0.00%−42−0.1%Reduced
FMR LLC50,240$289.9K0.00%−2,451,633−98.0%Reduced
Voya Investment Management LLC45,578$263.0K0.00%+2,196+5.1%Added
Prudential Financial Inc44,265$255.4K0.00%+28,660+183.7%Added
Jain Global LLC44,249$255.3K0.00%+44,249New
Vanguard Global Advisers, LLC42,517$245.3K0.00%+42,517New