| 4 | AMERIPRISE FINANCIAL INC | 7.7M | $108.0M | +112.5% | 5.146% | 0.02% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 6.0M | $84.4M | +34.5% | 4.023% | 0.00% |
| 6 | GENDELL JEFFREY L | 5.1M | $72.5M | +0.3% | 3.455% | 0.64% |
| 7 | MARSHALL WACE, LLP | 3.9M | $55.2M | +14.7% | 2.629% | 0.04% |
| 8 | Neuberger Berman Group LLC | 3.3M | $46.3M | -35.0% | 2.205% | 0.02% |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 3.2M | $45.3M | +237.4% | 2.156% | 0.00% |
| 10 | STATE STREET CORP | 3.0M | $41.7M | +617.3% | 1.989% | 0.00% |
| 11 | Value Aligned Research Advisors, LLC | 2.4M | $33.7M | β | 1.604% | 0.08% |
| 12 | DRIEHAUS CAPITAL MANAGEMENT LLC | 2.3M | $33.0M | -1.8% | 1.570% | 0.19% |
| 13 | Situational Awareness LP | 2.0M | $28.6M | +49.8% | 1.362% | 0.14% |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.8M | $24.9M | -51.3% | 1.186% | 0.00% |
| 15 | Legal & General Group Plc | 1.6M | $22.8M | +55.6% | 1.088% | 0.00% |
| 16 | JANE STREET GROUP, LLC | 1.4M | $19.9M | -67.7% | 0.950% | 0.00% |
| 17 | MILLENNIUM MANAGEMENT LLC | 1.3M | $19.0M | -60.0% | 0.905% | 0.01% |
| 18 | VOYA INVESTMENT MANAGEMENT LLC | 1.3M | $18.6M | β | 0.886% | 0.02% |
| 19 | WELLINGTON MANAGEMENT GROUP LLP | 1.3M | $18.3M | β | 0.870% | 0.00% |
| 20 | UBS Group AG | 1.3M | $17.8M | -21.9% | 0.847% | 0.00% |
| 21 | BANK OF AMERICA CORP /DE/ | 1.2M | $16.5M | +7.0% | 0.788% | 0.00% |
| 22 | Allspring Global Investments Holdings, LLC | 1.2M | $15.9M | β | 0.836% | 0.02% |
| 23 | NORTHERN TRUST CORP | 1.1M | $15.7M | +451.0% | 0.750% | 0.00% |
| 24 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.0M | $14.6M | β | 0.695% | 0.00% |
| 25 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 983K | $13.9M | -67.0% | 0.660% | 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.
| 40.81% |
| 34.19 pp |
| $26M |
| 77% |
| Q4 2024 | 113 | +19% | 75.00% | +1.27 pp | $112M | 15% |
| Q3 2024 | 95 | β | 73.73% | β | $133M | 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.
83 institutions opened new positions in BW during Q2 2026, while 33 fully exited. 56 added to existing positions and 60 trimmed.
BW institutional ownership rose by 8.67 percentage points quarter-over-quarter, with a net change of +48 holders.
The top 10 institutions account for 66.3% of all reported 13F value in BW, and the top 25 account for 83.7%.
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.
Babcock & Wilcox Enterprises, Inc. (BW) Institutional Ownership