Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BORR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 16.6M | $96.0M | +5.1% | 6.340% | 0.00% |
| 2 | GOLDMAN SACHS GROUP INC | 6.3M | $36.1M | +111.8% | 2.388% | 0.00% |
| 3 | D. E. Shaw & Co., Inc. | 6.2M | $36.0M | +1037.5% | 2.379% | 0.03% |
| 4 | STATE STREET CORP | 4.6M | $26.8M | +10.1% | 1.768% | 0.00% |
| 5 | Nuveen, LLC | 4.0M | $22.9M | +438.2% | 1.516% | 0.01% |
| 6 | MORGAN STANLEY | 3.7M | $21.2M | +24.8% | 1.399% | 0.00% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 3.5M | $20.4M | +9.6% | 1.345% | 0.00% |
| 8 | DIMENSIONAL FUND ADVISORS LP | 3.5M | $20.1M | +167.3% | 1.331% | 0.00% |
| 9 | DnB Asset Management AS | 3.2M | $18.5M | -63.5% | 1.220% | 0.07% |
| 10 | Capital International Investors | 3.0M | $17.1M | +0.4% | 1.133% | 0.00% |
| 11 | Point72 Asset Management, L.P. | 2.7M | $15.6M | β | 1.028% | 0.02% |
| 12 | TUDOR INVESTMENT CORP ET AL | 2.3M | $13.1M | +157.1% | 0.864% | 0.05% |
| 13 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2.2M | $13.0M | +82.6% | 0.857% | 0.26% |
| 14 | Goehring & Rozencwajg Associates, LLC | 2.1M | $12.2M | +30.6% | 0.808% | 0.66% |
| 15 | BARCLAYS PLC | 2.1M | $12.1M | +261.5% | 0.802% | 0.00% |
| 16 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 2.1M | $12.1M | β | 0.797% | 0.42% |
| 17 | MASTERS CAPITAL MANAGEMENT LLC | 2.0M | $11.5M | -31.0% | 0.762% | 1.03% |
| 18 | MILLENNIUM MANAGEMENT LLC | 1.9M | $11.3M | +183.7% | 0.743% | 0.01% |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | $11.1M | β | 0.730% | 0.00% |
| 20 | MARSHALL WACE, LLP | 1.9M | $10.9M | -58.6% | 0.721% | 0.01% |
| 21 | UBS Group AG | 1.9M | $10.9M | -19.1% | 0.720% | 0.00% |
| 22 | De Lisle Partners LLP | 1.8M | $10.4M | 0.0% | 0.687% | 1.25% |
| 23 | NORTHERN TRUST CORP | 1.7M | $9.9M | +28.8% | 0.655% | 0.00% |
| 24 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.5M | $8.6M | β | 0.570% | 0.03% |
| 25 | Empowered Funds, LLC | 1.4M | $8.2M | +115.2% | 0.542% | 0.05% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in BORR β a direct measure of their conviction.
Filings activity in BORR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BORR position in Q1 2026
Institutions that fully closed their BORR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 183 | +7.0% | 50.91% | +18.38 pp | $612M | +57% |
| Q4 2025 | 171 | +14% | 32.53% | +14.49 pp | $391M | +80% |
| Q3 2025 | 150 | +8.7% | 18.04% | +6.52 pp | $217M | +57% |
| Q2 2025 | 138 | 8.0% | 11.52% | 41.30 pp | $138M | 78% |
| Q1 2025 | 150 | +5.6% | 52.82% | +13.60 pp | $635M | +35% |
| Q4 2024 | 142 | +9.2% | 39.22% | 13.67 pp | $471M | 26% |
| Q3 2024 | 130 | +9.2% | 52.89% | 7.88 pp | $636M | 13% |
| Q2 2024 | 119 | β | 60.77% | β | $730M | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BORR stock.
Based on Q1 2026 13F filings, institutional ownership of Borr Drilling Limited stands at 50.9%, held across 183 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BORR, with approximately 16,632,385 shares worth $0.10B as of Q1 2026.
Yes β 2 widely-followed marquee investors appear among the top 25 institutional holders of BORR, including Point72 Asset Management, L.P., MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for BORR is 68 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
41 institutions opened new positions in BORR during Q1 2026, while 29 fully exited. 113 added to existing positions and 27 trimmed.
BORR institutional ownership rose by 18.38 percentage points quarter-over-quarter, with a net change of +12 holders.
The top 10 institutions account for 51.5% of all reported 13F value in BORR, and the top 25 account for 79.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Borr Drilling Limited (BORR) Institutional Ownership