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Security record · archived quarter

BORR

Borr Drilling Limited · Energy · Oil & Gas Drilling

4.38 -1.8% mkt cap $1.35B quote delayed (FMP) · as of Aug 26 17:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
77Tracked holders
+3Δ holders
80.36MShares held
$463.29MReported value
+11New positions
−8Exits
Strongly Rising Conviction score 60/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.1% · share flow +25.1% · net new positions +3.9%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 72 -3 72.51M $299.90M +4 −7
Q1 2026 77 +3 80.36M $463.29M +11 −8
Q4 2025 74 +2 65.83M $265.30M +3 −1
Q3 2025 14 -1 36.34M $97.75M −1
Q2 2025 12 0 38.10M $69.73M +1 −1
Q1 2025 9 +1 15.27M $33.45M +1
Q4 2024 8 0 11.96M $46.66M +1 −1
Q3 2024 7 0 4.79M $26.29M
Q2 2024 7 5.17M $33.38M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 16.63M +5.0% $95.97M 0.0% ▲ Add 4 SEC ↗
2 BlackRock (passive) 16.63M +5.0% $95.97M 0.0% ▲ Add 4 SEC ↗
3 BlackRock (passive) 16.63M +5.0% $95.97M 0.0% ▲ Add 4 SEC ↗
4 BlackRock (passive) 16.63M +5.0% $95.97M 0.0% ▲ Add 4 SEC ↗
5 BlackRock (passive) 16.63M +5.0% $95.97M 0.0% ▲ Add 4 SEC ↗
6 BlackRock (passive) 16.63M +5.0% $95.97M 0.0% ▲ Add 4 SEC ↗
7 BlackRock (passive) 16.63M +5.0% $95.97M 0.0% ▲ Add 4 SEC ↗
8 BlackRock (passive) 16.63M +5.0% $95.97M 0.0% ▲ Add 4 SEC ↗
9 Goldman Sachs Group 6.26M +111.8% $36.15M 0.0% ▲ Add 3 SEC ↗
10 Goldman Sachs Group 6.26M +111.8% $36.15M 0.0% ▲ Add 3 SEC ↗
11 Goldman Sachs Group 6.26M +111.8% $36.15M 0.0% ▲ Add 3 SEC ↗
12 Goldman Sachs Group 6.26M +111.8% $36.15M 0.0% ▲ Add 3 SEC ↗
13 D. E. Shaw & Co. 6.24M +1037.5% $36.01M 0.0% ▲ Add 2 SEC ↗
14 D. E. Shaw & Co. 6.24M +1037.5% $36.01M 0.0% ▲ Add 2 SEC ↗
15 State Street Global Advisors (passive) 4.64M +10.1% $26.76M 0.0% ▲ Add 6 SEC ↗
16 Nuveen, LLC 3.98M +438.2% $22.94M 0.0% ▲ Add 2 SEC ↗
17 Nuveen, LLC 3.98M +438.2% $22.94M 0.0% ▲ Add 2 SEC ↗
18 Nuveen, LLC 3.98M +438.2% $22.94M 0.0% ▲ Add 2 SEC ↗
19 Morgan Stanley 3.67M +24.8% $21.18M 0.0% ▲ Add 3 SEC ↗
20 Morgan Stanley 3.67M +24.8% $21.18M 0.0% ▲ Add 3 SEC ↗
21 Morgan Stanley 3.67M +24.8% $21.18M 0.0% ▲ Add 3 SEC ↗
22 Morgan Stanley 3.67M +24.8% $21.18M 0.0% ▲ Add 3 SEC ↗
23 Morgan Stanley 3.67M +24.8% $21.18M 0.0% ▲ Add 3 SEC ↗
24 Morgan Stanley 3.67M +24.8% $21.18M 0.0% ▲ Add 3 SEC ↗
25 Morgan Stanley 3.67M +24.8% $21.18M 0.0% ▲ Add 3 SEC ↗
26 Geode Capital Management (passive) 3.53M +9.6% $20.36M 0.0% ▲ Add 8 SEC ↗
27 Geode Capital Management (passive) 3.53M +9.6% $20.36M 0.0% ▲ Add 8 SEC ↗
28 Dimensional Fund Advisors Lp 3.49M +167.3% $20.15M 0.0% ▲ Add 2 SEC ↗
29 Dimensional Fund Advisors Lp 3.49M +167.3% $20.15M 0.0% ▲ Add 2 SEC ↗
30 Dimensional Fund Advisors Lp 3.49M +167.3% $20.15M 0.0% ▲ Add 2 SEC ↗
31 Capital International Investors 2.97M +0.4% $17.15M 0.0% ▲ Add 2 SEC ↗
32 Hrt Financial Lp 2.80M +99.5% $16.14M 0.0% ▲ Add 2 SEC ↗
33 Point72 Asset Management 2.70M New $15.56M 0.0% New 1 SEC ↗
34 Tudor Investment Corp Et Al 2.27M +157.1% $13.08M 0.1% ▲ Add 2 SEC ↗
35 Barclays Plc 2.10M +261.5% $12.14M 0.0% ▲ Add 2 SEC ↗
36 Barclays Plc 2.10M +261.5% $12.14M 0.0% ▲ Add 2 SEC ↗
37 Barclays Plc 2.10M +261.5% $12.14M 0.0% ▲ Add 2 SEC ↗
38 Millennium Management 1.95M +183.7% $11.25M 0.0% ▲ Add 6 SEC ↗
39 Marshall Wace 1.89M -58.6% $10.92M 0.0% ▼ Trim 8 SEC ↗
40 Marshall Wace 1.89M -58.6% $10.92M 0.0% ▼ Trim 8 SEC ↗
41 Marshall Wace 1.89M -58.6% $10.92M 0.0% ▼ Trim 8 SEC ↗
42 UBS Group AG 1.89M -19.1% $10.90M 0.0% ▼ Trim 2 SEC ↗
43 Northern Trust Corp 1.72M +28.8% $9.92M 0.0% ▲ Add 2 SEC ↗
44 Northern Trust Corp 1.72M +28.8% $9.92M 0.0% ▲ Add 2 SEC ↗
45 Northern Trust Corp 1.72M +28.8% $9.92M 0.0% ▲ Add 2 SEC ↗
46 Bnp Paribas Financial Markets 1.21M +1469.7% $6.98M 0.0% ▲ Add 2 SEC ↗
47 Citadel Advisors 1.09M -31.9% $6.28M 0.0% ▼ Trim 8 SEC ↗
48 Citadel Advisors 1.09M -31.9% $6.28M 0.0% ▼ Trim 8 SEC ↗
49 Invesco Ltd. 799.40K +93.1% $4.61M 0.0% ▲ Add 2 SEC ↗
50 Invesco Ltd. 799.40K +93.1% $4.61M 0.0% ▲ Add 2 SEC ↗
51 Invesco Ltd. 799.40K +93.1% $4.61M 0.0% ▲ Add 2 SEC ↗
52 Invesco Ltd. 799.40K +93.1% $4.61M 0.0% ▲ Add 2 SEC ↗
53 Bank of New York Mellon Corp 709.10K +4.9% $4.09M 0.0% ▲ Add 2 SEC ↗
54 Bank of New York Mellon Corp 709.10K +4.9% $4.09M 0.0% ▲ Add 2 SEC ↗
55 Bank of New York Mellon Corp 709.10K +4.9% $4.09M 0.0% ▲ Add 2 SEC ↗
56 Jane Street Group, Llc 625.06K -49.5% $3.61M 0.0% ▼ Trim 2 SEC ↗
57 Jane Street Group, Llc 625.06K -49.5% $3.61M 0.0% ▼ Trim 2 SEC ↗
58 Charles Schwab Investment… 621.62K -6.0% $3.59M 0.0% ▼ Trim 2 SEC ↗
59 Squarepoint Ops LLC 608.15K -10.0% $3.51M 0.0% ▼ Trim 2 SEC ↗
60 AQR Capital Management 528.93K +1.6% $3.05M 0.0% ▲ Add 5 SEC ↗
61 AQR Capital Management 528.93K +1.6% $3.05M 0.0% ▲ Add 5 SEC ↗
62 AQR Capital Management 528.93K +1.6% $3.05M 0.0% ▲ Add 5 SEC ↗
63 AQR Capital Management 528.93K +1.6% $3.05M 0.0% ▲ Add 5 SEC ↗
64 AQR Capital Management 528.93K +1.6% $3.05M 0.0% ▲ Add 5 SEC ↗
65 AQR Capital Management 528.93K +1.6% $3.05M 0.0% ▲ Add 5 SEC ↗
66 State Board Of Administration Of… 503.71K +672.2% $2.91M 0.0% ▲ Add 2 SEC ↗
67 JPMorgan Chase 420.60K +175.8% $2.44M 0.0% ▲ Add 3 SEC ↗
68 JPMorgan Chase 420.60K +175.8% $2.44M 0.0% ▲ Add 3 SEC ↗
69 JPMorgan Chase 420.60K +175.8% $2.44M 0.0% ▲ Add 3 SEC ↗
70 JPMorgan Chase 420.60K +175.8% $2.44M 0.0% ▲ Add 3 SEC ↗
71 Two Sigma Investments 396.43K New $2.29M 0.0% New 1 SEC ↗
72 Bank Of America Corp /De/ 374.56K -7.7% $2.16M 0.0% ▼ Trim 2 SEC ↗
73 Bank Of America Corp /De/ 374.56K -7.7% $2.16M 0.0% ▼ Trim 2 SEC ↗
74 Bank Of America Corp /De/ 374.56K -7.7% $2.16M 0.0% ▼ Trim 2 SEC ↗
75 Lazard Asset Management Llc 374.43K New $2.16M 0.0% New 1 SEC ↗
76 Rhumbline Advisers 342.07K +7.1% $1.97M 0.0% ▲ Add 2 SEC ↗
77 Creative Planning 304.89K +1.3% $1.76M 0.0% ▲ Add 2 SEC ↗
78 Creative Planning 304.89K +1.3% $1.76M 0.0% ▲ Add 2 SEC ↗
79 Sei Investments Co 276.44K +300.9% $1.60M 0.0% ▲ Add 2 SEC ↗
80 Sei Investments Co 276.44K +300.9% $1.60M 0.0% ▲ Add 2 SEC ↗
81 Deutsche Bank Ag\ 215.87K +20.4% $1.25M 0.0% ▲ Add 2 SEC ↗
82 T. Rowe Price 204.26K +35.4% $1.18M 0.0% ▲ Add 8 SEC ↗
83 Russell Investments Group, Ltd. 200.85K +378.3% $1.16M 0.0% ▲ Add 2 SEC ↗
84 Russell Investments Group, Ltd. 200.85K +378.3% $1.16M 0.0% ▲ Add 2 SEC ↗
85 Russell Investments Group, Ltd. 200.85K +378.3% $1.16M 0.0% ▲ Add 2 SEC ↗
86 Russell Investments Group, Ltd. 200.85K +378.3% $1.16M 0.0% ▲ Add 2 SEC ↗
87 Russell Investments Group, Ltd. 200.85K +378.3% $1.16M 0.0% ▲ Add 2 SEC ↗
88 Alliancebernstein L.P. 236.13K 0.0% $951,604 0.0% Held 2 SEC ↗
89 Susquehanna International Group, Llp 160.92K -53.7% $928,485 0.0% ▼ Trim 2 SEC ↗
90 Gotham Asset Management 143.37K +17.6% $827,256 0.0% ▲ Add 2 SEC ↗
91 MIRAE ASSET GLOBAL ETFS HOLDINGS… 133.87K +8.3% $772,441 0.0% ▲ Add 2 SEC ↗
92 Citigroup Inc 114.93K +88.5% $663,164 0.0% ▲ Add 2 SEC ↗
93 Citigroup Inc 114.93K +88.5% $663,164 0.0% ▲ Add 2 SEC ↗
94 Citigroup Inc 114.93K +88.5% $663,164 0.0% ▲ Add 2 SEC ↗
95 Wells Fargo & Company/Mn 108.99K -64.2% $628,896 0.0% ▼ Trim 2 SEC ↗
96 Wells Fargo & Company/Mn 108.99K -64.2% $628,896 0.0% ▼ Trim 2 SEC ↗
97 Wells Fargo & Company/Mn 108.99K -64.2% $628,896 0.0% ▼ Trim 2 SEC ↗
98 Wells Fargo & Company/Mn 108.99K -64.2% $628,896 0.0% ▼ Trim 2 SEC ↗
99 Adage Capital Partners 100.00K -93.3% $577,000 0.0% ▼ Trim 2 SEC ↗
100 New York State Common Retirement… 89.65K +26.7% $517,304 0.0% ▲ Add 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $15.56M 0.0%
Two Sigma Investments $2.29M 0.0%
Lazard Asset Management Llc $2.16M 0.0%

Exited

Balyasny Asset Management L.P. $9.81M was 0.0%
Storebrand Asset Management As $6.35M was 0.0%
Jennison Associates Llc $855,827 was 0.0%
Mariner, LLC $107,464 was 0.0%
Mackenzie Financial Corp $62,770 was 0.0%
Focus Partners Wealth $57,887 was 0.0%
Cerity Partners LLC $54,212 was 0.0%
Parallax Volatility Advisers… $40,300 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 185 holders, 110.25M shares, $608.66M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Insider transactions

Open-market purchases (P)

Aug 25 Troim Tor Olav

Director · 200.00K sh @ 4.37 · $874,620

Aug 14 Troim Tor Olav

Director · 500.00K sh @ 4.39 · $2.19M

Aug 13 Currie Jeffrey

Director · 125.00K sh @ 4.01 · $501,638

Aug 13 Troim Tor Olav

Director · 1.50M sh @ 4.02 · $6.04M

Open-market sales (S)

No open-market insider sales in our coverage window.

Awards, exercises and tax withholding are never counted as buys or sales here. Methodology

Beneficial ownership
Aug 17 SC 13G — cobas asset management, sgiic, s.a.

View original SEC filing ↗

Aug 14 SC 13G/A — Granular Capital Ltd

View original SEC filing ↗

Aug 05 SC 13G/A — Drew Holdings Ltd

View original SEC filing ↗

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API