Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BW held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | B. Riley Financial, Inc. | 27.4M | $403.2M | 0.0% | 23.994% | 88.37% |
| 2 | Hood River Capital Management LLC | 11.6M | $170.5M | +9.0% | 10.144% | 1.71% |
| 3 | GENDELL JEFFREY L | 5.1M | $75.3M | +1.6% | 4.481% | 1.03% |
| 4 | Neuberger Berman Group LLC | 5.1M | $73.9M | -16.7% | 4.417% | 0.06% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5M | $65.4M | β | 3.893% | 0.00% |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.6M | $53.3M | +104.8% | 3.169% | 0.01% |
| 7 | AMERIPRISE FINANCIAL INC | 3.6M | $52.9M | +50.0% | 3.150% | 0.01% |
| 8 | MARSHALL WACE, LLP | 3.4M | $50.1M | +1.2% | 2.982% | 0.05% |
| 9 | MILLENNIUM MANAGEMENT LLC | 3.4M | $49.5M | +169.5% | 2.945% | 0.03% |
| 10 | CITADEL ADVISORS LLC | 3.3M | $48.1M | +168.1% | 2.860% | 0.02% |
| 11 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3.0M | $43.7M | +777.3% | 2.600% | 0.02% |
| 12 | DRIEHAUS CAPITAL MANAGEMENT LLC | 2.4M | $35.0M | +4.6% | 2.081% | 0.26% |
| 13 | BlackRock, Inc. | 1.6M | $23.8M | +18.0% | 1.414% | 0.00% |
| 14 | UBS Group AG | 1.6M | $23.7M | +11.7% | 1.411% | 0.00% |
| 15 | Situational Awareness LP | 1.4M | $19.9M | 0.0% | 1.184% | 0.37% |
| 16 | Situational Awareness Partners LP | 1.4M | $19.9M | β | 1.184% | 0.37% |
| 17 | Qube Research & Technologies Ltd | 1.1M | $16.6M | +142.7% | 0.989% | 0.02% |
| 18 | BANK OF AMERICA CORP /DE/ | 1.1M | $16.1M | +1743.7% | 0.959% | 0.00% |
| 19 | BNP PARIBAS ARBITRAGE, SA | 1.1M | $15.7M | +15.0% | 0.933% | 0.01% |
| 20 | Legal & General Group Plc | 1.0M | $15.3M | -80.7% | 0.910% | 0.00% |
| 21 | GEODE CAPITAL MANAGEMENT, LLC | 951K | $14.0M | +2.1% | 0.831% | 0.00% |
| 22 | SEI INVESTMENTS CO | 874K | $12.8M | +42.2% | 0.764% | 0.01% |
| 23 | Connor, Clark & Lunn Investment Management Ltd. | 844K | $12.4M | +186.1% | 0.738% | 0.03% |
| 24 | GOLDMAN SACHS GROUP INC | 822K | $12.1M | +129.0% | 0.718% | 0.00% |
| 25 | TWO SIGMA INVESTMENTS, LP | 815K | $12.0M | β | 0.712% | 0.01% |
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 BW β a direct measure of their conviction.
Filings activity in BW during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new BW position in Q1 2026
Institutions that fully closed their BW 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 | 148 | +14% | 80.08% | +47.62 pp | $1.47B | +147% |
| Q4 2025 | 130 | +44% | 32.46% | +25.47 pp | $597M | +364% |
| Q3 2025 | 90 | +23% | 6.99% | +5.52 pp | $129M | +376% |
| Q2 2025 | 73 | 22% | 1.47% | +0.05 pp | $27M | +3.2% |
| Q1 2025 | 93 | 18% | 1.42% | 4.70 pp | $26M | 77% |
| Q4 2024 | 113 | +19% | 6.12% | 1.10 pp | $112M | 15% |
| Q3 2024 | 95 | 17% | 7.22% | +1.99 pp | $133M | +38% |
| Q2 2024 | 114 | β | 5.23% | β | $96M | 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 BW stock.
Based on Q1 2026 13F filings, institutional ownership of Babcock & Wilcox Enterprises, Inc. stands at 80.1%, held across 148 reporting institutions.
B. Riley Financial, Inc. is the largest reported institutional holder of BW, with approximately 27,446,522 shares worth $0.40B as of Q1 2026.
Yes β 4 widely-followed marquee investors appear among the top 25 institutional holders of BW, including SUSQUEHANNA INTERNATIONAL GROUP, LLP, MILLENNIUM MANAGEMENT LLC, CITADEL ADVISORS LLC, TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for BW is 74 out of 100 (Bullish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
50 institutions opened new positions in BW during Q1 2026, while 32 fully exited. 88 added to existing positions and 9 trimmed.
BW institutional ownership rose by 47.62 percentage points quarter-over-quarter, with a net change of +18 holders.
The top 10 institutions account for 70.7% of all reported 13F value in BW, and the top 25 account for 90.6%.
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.