| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| AZVALOR ASSET MANAGEMENT SGIIC SA | 10% | $86,962,748 | 28,606,167 | AZVALOR ASSET MANAGEMENT SGIIC SA | 14 Nov 2025 | |||
| Drew Holdings Ltd | 8.2% | +3.8% | $110,038,482 | +$10,950,000 | 25,122,941 | +11% | Drew Holdings Ltd. | 31 Dec 2025 |
| BlackRock, Inc. | 4.4% | $34,023,535 | 12,647,684 | BlackRock, Inc. | 30 Sep 2025 | |||
| Capital International Investors | 1.2% | $5,985,235 | 2,919,627 | Capital International Investors | 30 Jun 2025 |
As of 31 Dec 2025, 170 institutional investors reported holding 98,912,939 shares of Borr Drilling Ltd - Common shares (BORR). This represents 32% of the company’s total 306,377,329 outstanding shares.
The largest institutional shareholders of Borr Drilling Ltd - Common shares (BORR) together control 26% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 5.2% | 15,833,379 | +7.6% | 0% | $63,808,518 |
| DNB Asset Management AS | 2.9% | 8,771,876 | +126% | 0.12% | $35,350,660 |
| MARSHALL WACE, LLP | 1.5% | 4,573,837 | +9222% | 0.02% | $18,432,564 |
| STATE STREET CORP | 1.4% | 4,212,987 | +4.5% | 0% | $16,978,338 |
| Encompass Capital Advisors LLC | 1.2% | 3,554,800 | 0.69% | $14,325,844 | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.1% | 3,218,535 | +7% | 0% | $12,970,695 |
| SONA ASSET MANAGEMENT (US) LLC | 1% | 3,205,564 | -50% | 0.42% | $12,918,423 |
| Capital International Investors | 0.97% | 2,959,071 | +0.65% | 0% | $11,925,056 |
| GOLDMAN SACHS GROUP INC | 0.97% | 2,957,276 | +28% | 0% | $11,917,822 |
| MORGAN STANLEY | 0.96% | 2,941,438 | -30% | 0% | $11,853,995 |
| MASTERS CAPITAL MANAGEMENT LLC | 0.95% | 2,900,000 | -3.3% | 1.6% | $11,687,000 |
| FMR LLC | 0.82% | 2,501,873 | -27% | 0% | $10,082,547 |
| Balyasny Asset Management L.P. | 0.79% | 2,433,200 | 0.02% | $9,805,796 | |
| UBS Group AG | 0.76% | 2,336,705 | -5.5% | 0% | $9,416,922 |
| MASON CAPITAL MANAGEMENT LLC | 0.71% | 2,182,136 | 1.6% | $8,794,008 | |
| De Lisle Partners LLP | 0.59% | 1,801,424 | 0% | 0.93% | $7,250,732 |
| Goehring & Rozencwajg Associates, LLC | 0.53% | 1,623,163 | +56% | 0.65% | $6,541,347 |
| VANGUARD GROUP INC | 0.52% | 1,606,338 | +9.9% | 0% | $6,473,542 |
| CITADEL ADVISORS LLC | 0.52% | 1,600,048 | +1151% | 0% | $6,448,194 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.49% | 1,487,900 | 0.01% | $5,996,237 | |
| HRT FINANCIAL LP | 0.46% | 1,401,975 | 0.02% | $5,649,000 | |
| GeoSphere Capital Management, LLC | 0.45% | 1,385,000 | 3.9% | $5,581,550 | |
| NORTHERN TRUST CORP | 0.44% | 1,334,420 | -7.6% | 0% | $5,377,713 |
| DIMENSIONAL FUND ADVISORS LP | 0.43% | 1,306,091 | +494% | 0% | $5,263,872 |
| JANE STREET GROUP, LLC | 0.4% | 1,239,056 | +225% | 0.01% | $4,993,396 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 98,912,939 | $398,199,406 | +$88,046,162 | $4.03 | 170 |
| 2025 Q3 | 80,427,050 | $216,333,353 | +$11,336,357 | $2.69 | 150 |
| 2025 Q2 | 77,381,506 | $141,599,614 | -$54,452,300 | $1.83 | 139 |
| 2025 Q1 | 104,339,927 | $228,759,751 | -$82,023,445 | $2.19 | 151 |
| 2024 Q4 | 125,106,221 | $486,140,141 | -$6,844,510 | $3.90 | 142 |
| 2024 Q3 | 117,473,171 | $645,017,827 | +$12,803,152 | $5.49 | 130 |
| 2024 Q2 | 114,455,477 | $737,981,312 | +$42,155,870 | $6.45 | 117 |
| 2024 Q1 | 107,405,957 | $730,555,692 | +$45,851,513 | $6.85 | 134 |
| 2023 Q4 | 98,974,898 | $729,316,056 | +$57,077,900 | $7.36 | 120 |
| 2023 Q3 | 91,383,703 | $648,309,534 | +$94,191,667 | $7.10 | 119 |
| 2023 Q2 | 78,317,613 | $588,386,240 | +$41,387,422 | $7.53 | 109 |
| 2023 Q1 | 72,513,565 | $550,157,636 | +$187,576,017 | $7.58 | 102 |
| 2022 Q4 | 48,594,888 | $243,536,936 | +$6,539,937 | $4.97 | 90 |
| 2022 Q3 | 46,769,774 | $155,394,610 | +$88,361,684 | $3.32 | 80 |
| 2022 Q2 | 19,896,506 | $91,577,821 | +$48,107,047 | $4.61 | 66 |
| 2022 Q1 | 9,786,956 | $32,839,000 | +$12,904,078 | $3.35 | 31 |
| 2021 Q4 | 6,021,060 | $12,552,000 | +$12,552,000 | $2.06 | 25 |