Who owns Borr Drilling (BORR)
Which tracked institutional funds hold BORR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BORR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
23 tracked funds added or opened BORR while 63 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
BORR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes BORR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in BORR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 183 tracked filers holding BORR, 90 increased or opened the position and 104 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales. A multi-insider buy cluster also fired inside the quarter.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in BORR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- SONA ASSET MANAGEMENT (US) LLC$25M
- Fideuram Asset Management (Ireland) dac$5M
- Qube Research & Technologies Ltd$4M
- Marnell Management LLC$4M
- Zweig-DiMenna Associates LLC$4M
- JACOBS LEVY EQUITY MANAGEMENT, INC$2M
Full exits 13
- HRT FINANCIAL LP$16M
- Trexquant Investment LP$7M
- Jump Financial, LLC$4M
- JANE STREET GROUP, LLC$4M
- LAZARD ASSET MANAGEMENT LLC$2M
- ALGERT GLOBAL LLC$2M
Largest adds
- UBS Group AG$5M
- FMR LLC$3M
- GeoSphere Capital Management, LLC$3M
- Squarepoint Ops LLC$2M
- BARCLAYS PLC$2M
- LPL Financial LLC$977K
Largest trims
- BlackRock, Inc.$35M
- Nuveen, LLC$20M
- MORGAN STANLEY$16M
- GOLDMAN SACHS GROUP INC$14M
- Point72 Asset Management, L.P.$13M
- DNB Asset Management AS$10M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 14,686,129 | $61M | 13.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 7,248,907 | $30M | 6.7% | 2026-Q2 |
| SONA ASSET MANAGEMENT (US) LLC added | 6,050,000 | $25M | 5.6% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 5,465,185 | $23M | 5.0% | 2026-Q2 |
| STATE STREET CORP trimmed | 4,352,212 | $18M | 4.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 4,082,220 | $17M | 3.8% | 2026-Q2 |
| UBS Group AG added | 3,893,876 | $16M | 3.6% | 2026-Q2 |
| BARCLAYS PLC added | 3,477,785 | $14M | 3.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,182,542 | $13M | 2.9% | 2026-Q2 |
| Capital International Investors added | 2,975,334 | $12M | 2.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 2,402,417 | $10M | 2.2% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 2,295,558 | $9M | 2.1% | 2026-Q2 |
| Goehring & Rozencwajg Associates, LLC added | 2,238,675 | $9M | 2.1% | 2026-Q2 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added | 2,236,292 | $9M | 2.1% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 2,224,403 | $9M | 2.0% | 2026-Q2 |
| DNB Asset Management AS trimmed | 2,137,097 | $9M | 2.0% | 2026-Q2 |
| MASTERS CAPITAL MANAGEMENT LLC | 2,000,000 | $8M | 1.8% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,925,454 | $8M | 1.8% | 2026-Q2 |
| De Lisle Partners LLP added | 1,876,424 | $8M | 1.7% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 1,778,781 | $7M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 1,660,113 | $7M | 1.5% | 2026-Q2 |
| Empowered Funds, LLC added | 1,470,381 | $6M | 1.4% | 2026-Q2 |
| Squarepoint Ops LLC added | 1,397,369 | $6M | 1.3% | 2026-Q2 |
| GeoSphere Capital Management, LLC added | 1,301,361 | $5M | 1.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,296,611 | $5M | 1.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,162,440 | $5M | 1.1% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 1,082,711 | $4M | 1.0% | 2026-Q2 |
| Tejara Capital Ltd added | 1,059,318 | $4M | 1.0% | 2026-Q2 |
| MIZUHO SECURITIES USA LLC | 1,000,000 | $875K | 0.2% | 2026-Q2 |
| Fideuram Asset Management (Ireland) dac new | 965,440 | $5M | 1.1% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 950,055 | $4M | 0.9% | 2026-Q2 |
| Marnell Management LLC new | 922,914 | $4M | 0.9% | 2026-Q2 |
| Zweig-DiMenna Associates LLC new | 877,000 | $4M | 0.8% | 2026-Q2 |
| FMR LLC added | 849,413 | $4M | 0.8% | 2026-Q2 |
| Nuveen, LLC trimmed | 775,933 | $3M | 0.7% | 2026-Q2 |
| Invesco Ltd. trimmed | 708,384 | $3M | 0.7% | 2026-Q2 |
| Pekin Hardy Strauss, Inc. added | 629,537 | $3M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 623,366 | $3M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 615,409 | $3M | 0.6% | 2026-Q2 |
| Glenorchy Capital Ltd trimmed | 612,198 | $3M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 580,668 | $2M | 0.5% | 2026-Q2 |
| Point72 Asset Management, L.P. trimmed | 551,664 | $2M | 0.5% | 2026-Q2 |
| Voleon Capital Management LP added | 545,312 | $2M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 527,936 | $2M | 0.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 506,066 | $2M | 0.5% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 451,367 | $2M | 0.4% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC new | 449,748 | $2M | 0.4% | 2026-Q2 |
| ExodusPoint Capital Management, LP trimmed | 440,334 | $2M | 0.4% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 439,943 | $2M | 0.4% | 2026-Q2 |
| Weiss Asset Management LP new | 425,200 | $2M | 0.4% | 2026-Q2 |
| BTG Pactual Asset Management US LLC new | 371,870 | $2M | 0.3% | 2026-Q2 |
| Aquatic Capital Management LLC added | 339,333 | $1M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 317,744 | $1M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 304,029 | $1M | 0.3% | 2026-Q2 |
| Creative Planning trimmed | 303,885 | $1M | 0.3% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 292,325 | $1M | 0.3% | 2026-Q2 |
| CenterBook Partners LP added | 283,200 | $1M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 280,072 | $1M | 0.3% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. | 236,130 | $1M | 0.3% | 2026-Q2 |
| Vontobel Holding Ltd. new | 234,000 | $966K | 0.2% | 2026-Q2 |
| MACQUARIE GROUP LTD new | 226,635 | $936K | 0.2% | 2026-Q2 |
| Jain Global LLC added | 221,762 | $916K | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 214,854 | $887K | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 209,031 | $880K | 0.2% | 2026-Q2 |
| Sowell Financial Services LLC trimmed | 207,944 | $859K | 0.2% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 196,476 | $811K | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 190,731 | $788K | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 181,370 | $749K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 172,566 | $713K | 0.2% | 2026-Q2 |
| MetLife Investment Management, LLC trimmed | 144,522 | $597K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 139,395 | $576K | 0.1% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 134,904 | $561K | 0.1% | 2026-Q2 |
| Penn Capital Management Company, LLC added | 126,628 | $523K | 0.1% | 2026-Q2 |
| AXQ CAPITAL, LP added | 124,639 | $515K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 120,523 | $498K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP trimmed | 111,431 | $460K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 109,974 | $454K | 0.1% | 2026-Q2 |
| IMC-Chicago, LLC added | 107,068 | $442K | 0.1% | 2026-Q2 |
| Pingora Partners LLC | 100,400 | $415K | 0.1% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 100,000 | $413K | 0.1% | 2026-Q2 |
| Counterpoint Mutual Funds LLC | 98,850 | $408K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 97,440 | $402K | 0.1% | 2026-Q2 |
| Marex Group Ltd added | 96,661 | $399K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. new | 91,818 | $379K | 0.1% | 2026-Q2 |
| INTECH INVESTMENT MANAGEMENT LLC trimmed | 91,218 | $377K | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 90,021 | $372K | 0.1% | 2026-Q2 |
| Capricorn Fund Managers Ltd | 90,000 | $372K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 80,000 | $330K | 0.1% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 75,922 | $314K | 0.1% | 2026-Q2 |
| HIGHLAND CAPITAL MANAGEMENT, LLC new | 73,700 | $304K | 0.1% | 2026-Q2 |
| Police & Firemen's Retirement System of New Jersey | 73,620 | $304K | 0.1% | 2026-Q2 |
| GROUP ONE TRADING LLC added | 71,181 | $294K | 0.1% | 2026-Q2 |
| State of Wyoming added | 67,448 | $279K | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 65,854 | $272K | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 63,078 | $261K | 0.1% | 2026-Q2 |
| RWA WEALTH PARTNERS, LLC | 51,977 | $215K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP added | 50,136 | $207K | 0.0% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 48,322 | $200K | 0.0% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC added | 47,624 | $197K | 0.0% | 2026-Q2 |
| Focus Partners Wealth added | 47,622 | $197K | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.