Ranked by reported Q2 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. | 14.7M | $60.7M | -11.7% | 4.773% | 0.00% |
| 2 | D. E. Shaw & Co., Inc. | 7.2M | $29.9M | +16.1% | 2.356% | 0.01% |
| 3 | SONA ASSET MANAGEMENT (US) LLC | 6.0M | $25.0M | — | 1.966% | 0.52% |
| 4 | GOLDMAN SACHS GROUP INC | 5.5M | $22.6M | -12.8% | 1.776% | 0.00% |
| 5 | STATE STREET CORP | 4.4M | $18.0M | -6.2% | 1.414% | 0.00% |
| 6 | DIMENSIONAL FUND ADVISORS LP | 4.1M | $16.9M | +16.9% | 1.327% | 0.00% |
| 7 | UBS Group AG | 3.9M | $16.1M | +106.1% | 1.265% | 0.00% |
| 8 | BARCLAYS PLC | 3.5M | $14.4M | +65.3% | 1.130% | 0.00% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $13.1M | -9.8% | 1.034% | 0.00% |
| 10 | Capital International Investors | 3.0M | $12.3M | +0.1% | 0.967% | 0.00% |
| 11 | MARSHALL WACE, LLP | 2.4M | $9.9M | +27.0% | 0.781% | 0.01% |
| 12 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2.3M | $9.5M | +2.1% | 0.746% | 0.17% |
| 13 | Goehring & Rozencwajg Associates, LLC | 2.2M | $9.2M | +5.6% | 0.728% | 0.53% |
| 14 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | 2.2M | $9.2M | +7.0% | 0.727% | 0.28% |
| 15 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.2M | $9.2M | +16.1% | 0.723% | 0.00% |
| 16 | DnB Asset Management AS | 2.1M | $8.8M | -33.2% | 0.695% | 0.02% |
| 17 | MASTERS CAPITAL MANAGEMENT LLC | 2.0M | $8.3M | 0.0% | 0.650% | 0.21% |
| 18 | MILLENNIUM MANAGEMENT LLC | 1.9M | $8.0M | -1.3% | 0.626% | 0.00% |
| 19 | De Lisle Partners LLP | 1.9M | $7.8M | +4.2% | 0.610% | 0.85% |
| 20 | TUDOR INVESTMENT CORP ET AL | 1.8M | $7.3M | -21.5% | 0.578% | 0.01% |
| 21 | NORTHERN TRUST CORP | 1.7M | $6.9M | -3.4% | 0.539% | 0.00% |
| 22 | Empowered Funds, LLC | 1.5M | $6.1M | +3.4% | 0.478% | 0.03% |
| 23 | Squarepoint Ops LLC | 1.4M | $5.8M | +129.8% | 0.454% | 0.01% |
| 24 | GeoSphere Capital Management, LLC | 1.3M | $5.4M | +242.4% | 0.423% | 1.75% |
| 25 | BNP PARIBAS FINANCIAL MARKETS | 1.3M | $5.4M | +7.2% | 0.421% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BORR — a direct measure of their conviction.
Filings activity in BORR during Q2 2026, grouped by how each filer changed its position.
Institutions that opened a new BORR position in Q2 2026
Institutions that fully closed their BORR position in Q2 2026
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 192 | +1.1% | 37.33% | +0.95 pp | $458M | 26% |
| Q1 2026 | 190 | +10% | 36.38% | +3.92 pp | $620M | +59% |
| Q4 2025 | 172 | +13% | 32.46% | +6.12 pp | $391M | +80% |
| Q3 2025 | 152 | +10% | 26.34% | 5.42 pp | $217M | +57% |
| Q2 2025 | 138 | 8.0% | 31.76% | 86.36 pp | $138M | 78% |
| Q1 2025 | 150 | +5.6% | 118.12% | +67.61 pp | $635M | +35% |
| Q4 2024 | 142 | +9.2% | 50.51% | +12.48 pp | $471M | 26% |
| Q3 2024 | 130 | — | 38.03% | — | $636M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Latest Form 4 transactions by company officers and directors. Insider buys are widely viewed as a key fundamental indicator because executives are risking personal capital.
| Date | Insider | Action | Shares | Price | Value |
|---|---|---|---|---|---|
| Jun 17, 2026 | Schorn Patrick | Buy | 1.2M | $1.66 | $2.0M |
| Jun 17, 2026 | Morand De Oliveira Bruno | Buy | 275K | $1.66 | $457K |
| Jun 9, 2026 | Troim Tor Olav | Buy | 1.1M | $4.70 | $5.0M |
| Apr 16, 2026 | Troim Tor Olav | Buy | 500K | $5.58 | $2.8M |
Quick answers to the most common questions about buying BORR stock.
Based on Q2 2026 13F filings, institutional ownership of Borr Drilling Limited stands at 37.3%, held across 192 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of BORR, with approximately 14,686,129 shares worth $0.06B as of Q2 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of BORR, including MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for BORR is 56 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
35 institutions opened new positions in BORR during Q2 2026, while 30 fully exited. 25 added to existing positions and 127 trimmed.
BORR institutional ownership rose by 0.95 percentage points quarter-over-quarter, with a net change of +2 holders.
The top 10 institutions account for 50.0% of all reported 13F value in BORR, and the top 25 account for 75.5%.
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