Who owns Babcock & Wilcox Enterprises, I (BWSN)
Which tracked institutional funds hold BWSN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See BWSN 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
76 tracked funds added or opened BWSN while 48 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
BWSN’s largest tracked holder by dollar value, BRC Group Holdings, Inc., sizes it at 89.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 89.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in BWSN 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 189 tracked filers holding BWSN, 137 increased or opened the position and 83 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
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 BWSN 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 44
- Value Aligned Research Advisors, LLC$32M
- VOYA INVESTMENT MANAGEMENT LLC$19M
- WELLINGTON MANAGEMENT GROUP LLP$18M
- Allspring Global Investments Holdings, LLC$16M
- VANGUARD PORTFOLIO MANAGEMENT LLC$15M
- EQUITEC PROPRIETARY MARKETS, LLC$10M
Full exits 18
- Situational Awareness Partners LP$20M
- Qube Research & Technologies Ltd$17M
- COOPER CREEK PARTNERS MANAGEMENT LLC$15M
- HRT FINANCIAL LP$13M
- ACADIAN ASSET MANAGEMENT LLC$12M
- SG Americas Securities, LLC$12M
Largest adds
- BlackRock, Inc.$136M
- AMERIPRISE FINANCIAL INC$55M
- STATE STREET CORP$36M
- GEODE CAPITAL MANAGEMENT, LLC$31M
- Hood River Capital Management LLC$23M
- VANGUARD CAPITAL MANAGEMENT LLC$19M
Largest trims
- JANE STREET GROUP, LLC$45M
- CITADEL ADVISORS LLC$33M
- MILLENNIUM MANAGEMENT LLC$30M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$30M
- NEUBERGER BERMAN GROUP LLC$28M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$18M
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 |
|---|---|---|---|---|
| BRC Group Holdings, Inc. | 27,446,522 | $387M | 21.9% | 2026-Q2 |
| Hood River Capital Management LLC added | 13,689,679 | $193M | 10.9% | 2026-Q2 |
| BlackRock, Inc. added | 11,350,106 | $160M | 9.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 7,659,376 | $108M | 6.1% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 5,987,572 | $84M | 4.8% | 2026-Q2 |
| GENDELL JEFFREY L added | 5,142,978 | $73M | 4.1% | 2026-Q2 |
| MARSHALL WACE, LLP added | 3,913,419 | $55M | 3.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 3,282,114 | $46M | 2.6% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,209,585 | $45M | 2.6% | 2026-Q2 |
| STATE STREET CORP added | 2,960,292 | $42M | 2.4% | 2026-Q2 |
| Driehaus Capital Management LLC trimmed | 2,337,212 | $33M | 1.9% | 2026-Q2 |
| Value Aligned Research Advisors, LLC new | 2,238,024 | $32M | 1.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 2,225,293 | $31M | 1.8% | 2026-Q2 |
| Situational Awareness LP added | 2,027,451 | $29M | 1.6% | 2026-Q2 |
| Legal & General Group Plc added | 1,619,975 | $23M | 1.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,346,695 | $19M | 1.1% | 2026-Q2 |
| VOYA INVESTMENT MANAGEMENT LLC new | 1,318,145 | $19M | 1.1% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 1,295,031 | $18M | 1.0% | 2026-Q2 |
| UBS Group AG trimmed | 1,260,179 | $18M | 1.0% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC new | 1,244,215 | $16M | 0.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,173,240 | $17M | 0.9% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,116,429 | $16M | 0.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 1,035,029 | $15M | 0.8% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 982,662 | $14M | 0.8% | 2026-Q2 |
| SEI INVESTMENTS CO added | 969,510 | $14M | 0.8% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 844,854 | $12M | 0.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 814,669 | $11M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 808,069 | $11M | 0.6% | 2026-Q2 |
| MORGAN STANLEY added | 801,788 | $11M | 0.6% | 2026-Q2 |
| D. E. Shaw & Co., Inc. | 772,100 | $11M | 0.6% | 2026-Q2 |
| ROYCE & ASSOCIATES LP added | 753,180 | $11M | 0.6% | 2026-Q2 |
| EQUITEC PROPRIETARY MARKETS, LLC added | 697,221 | $10M | 0.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 656,620 | $9M | 0.5% | 2026-Q2 |
| OBERWEIS ASSET MANAGEMENT INC/ added | 627,900 | $9M | 0.5% | 2026-Q2 |
| Alyeska Investment Group, L.P. new | 612,500 | $9M | 0.5% | 2026-Q2 |
| Valiant Capital Management, L.P. new | 550,000 | $8M | 0.4% | 2026-Q2 |
| Trexquant Investment LP added | 506,696 | $7M | 0.4% | 2026-Q2 |
| Vennlight Capital Management, LP new | 434,022 | $6M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 414,009 | $6M | 0.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 398,241 | $6M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 388,213 | $5M | 0.3% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 387,014 | $5M | 0.3% | 2026-Q2 |
| Global Retirement Partners, LLC added | 372,642 | $5M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC new | 355,651 | $5M | 0.3% | 2026-Q2 |
| Shannon River Fund Management LLC new | 333,153 | $5M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 327,505 | $5M | 0.3% | 2026-Q2 |
| Nuveen, LLC new | 322,722 | $5M | 0.3% | 2026-Q2 |
| Arosa Capital Management LP trimmed | 275,000 | $4M | 0.2% | 2026-Q2 |
| CAPITAL FUND MANAGEMENT S.A. added | 271,626 | $4M | 0.2% | 2026-Q2 |
| POLEN CAPITAL MANAGEMENT LLC trimmed | 249,411 | $4M | 0.2% | 2026-Q2 |
| Aquatic Capital Management LLC added | 234,579 | $3M | 0.2% | 2026-Q2 |
| Swiss National Bank new | 220,600 | $3M | 0.2% | 2026-Q2 |
| Informed Momentum Co LLC trimmed | 216,327 | $3M | 0.2% | 2026-Q2 |
| United Advisor Group, LLC new | 214,794 | $3M | 0.2% | 2026-Q2 |
| LuminArx Capital Management LP new | 205,200 | $3M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS new | 173,936 | $2M | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 173,813 | $2M | 0.1% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 158,248 | $2M | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 153,415 | $2M | 0.1% | 2026-Q2 |
| KMT WEALTH MANAGEMENT, LLC new | 147,781 | $2M | 0.1% | 2026-Q2 |
| Kingsbury Capital Investment Advisors LLC trimmed | 147,781 | $2M | 0.1% | 2026-Q2 |
| Saba Capital Management, L.P. trimmed | 145,000 | $2M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 144,977 | $2M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. new | 140,302 | $2M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 138,704 | $2M | 0.1% | 2026-Q2 |
| READYSTATE ASSET MANAGEMENT LP new | 134,757 | $2M | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ new | 134,699 | $2M | 0.1% | 2026-Q2 |
| Palumbo Wealth Management LLC trimmed | 133,927 | $2M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM new | 126,550 | $2M | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 125,505 | $2M | 0.1% | 2026-Q2 |
| LPL Financial LLC added | 121,094 | $2M | 0.1% | 2026-Q2 |
| Gotham Asset Management, LLC added | 117,539 | $2M | 0.1% | 2026-Q2 |
| Walleye Capital LLC added | 109,324 | $2M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 108,642 | $2M | 0.1% | 2026-Q2 |
| DARK FOREST CAPITAL MANAGEMENT LP added | 97,093 | $1M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 82,152 | $1M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 78,737 | $1M | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC new | 78,284 | $1M | 0.1% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC trimmed | 77,600 | $1M | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 76,942 | $1M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 76,230 | $1M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 73,211 | $1M | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 71,238 | $1M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 70,400 | $993K | 0.1% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 70,176 | $989K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 65,913 | $929K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC added | 65,786 | $928K | 0.1% | 2026-Q2 |
| Potomac Capital Management, Inc. | 64,000 | $902K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. new | 61,507 | $867K | 0.0% | 2026-Q2 |
| State of New Jersey Common Pension Fund D new | 58,571 | $826K | 0.0% | 2026-Q2 |
| THOMPSON DAVIS & CO., INC. added | 56,375 | $795K | 0.0% | 2026-Q2 |
| Verition Fund Management LLC trimmed | 55,000 | $776K | 0.0% | 2026-Q2 |
| Engineers Gate Manager LP added | 53,109 | $749K | 0.0% | 2026-Q2 |
| DIVERSIFIED TRUST CO new | 52,189 | $736K | 0.0% | 2026-Q2 |
| IRONWOOD INVESTMENT MANAGEMENT LLC added | 49,899 | $704K | 0.0% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 49,294 | $695K | 0.0% | 2026-Q2 |
| Jupiter Topco LLC new | 48,300 | $680K | 0.0% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND new | 47,100 | $664K | 0.0% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE new | 46,868 | $661K | 0.0% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 46,592 | $657K | 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.