BABCOCK & WILCOX ENTERPRISES (BW)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
189
Reporting holders
$1.8B
Reported value
83.6%
Of shares outstanding
2.7%
Held as options
+41
Holder change
Institutions report 124,515,226 shares against 148,965,066 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BRC Group Holdings, Inc. | $387.0M | 27,446,522 | 89.26% | 28q | HELD |
| Hood River Capital Management LLC | $193.0M | 13,689,679 | 1.40% | 3q | +18.0%+$29.4M |
| BlackRock, Inc. | $160.0M | 11,350,106 | 0.00% | 8q | +601.5%+$137.2M |
| AMERIPRISE FINANCIAL INC | $108.0M | 7,659,376 | 0.02% | 3q | +6.3%+$6.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $84.4M | 5,987,572 | 0.00% | 2q | +34.5%+$21.6M |
| GENDELL JEFFREY L | $72.5M | 5,142,978 | 0.64% | 13q | HELD |
| MARSHALL WACE, LLP | $55.2M | 3,913,419 | 0.04% | 9q | +14.7%+$7.1M |
| NEUBERGER BERMAN GROUP LLC | $46.3M | 3,282,114 | 0.03% | 28q | -35.0%-$25.0M |
| GEODE CAPITAL MANAGEMENT, LLC | $45.3M | 3,209,585 | 0.00% | 28q | +237.5%+$31.8M |
| STATE STREET CORP | $41.7M | 2,960,292 | 0.00% | 28q | +617.3%+$35.9M |
| Value Aligned Research Advisors, LLC | $33.7M | 2,238,024 | 0.08% | new | NEW |
| Driehaus Capital Management LLC | $33.0M | 2,337,212 | 0.19% | 3q | -1.8%-$612.0K |
| Situational Awareness LP | $28.6M | 2,027,451 | 0.14% | 3q | +49.7%+$9.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24.9M | 24,900 | 0.00% | 23q | -98.1%-$1.3B |
| Legal & General Group Plc | $22.8M | 1,619,975 | 0.00% | 4q | +55.6%+$8.2M |
| JANE STREET GROUP, LLC | $19.9M | 656,620 | 0.00% | 14q | -82.1%-$91.6M |
| MILLENNIUM MANAGEMENT LLC | $19.0M | 1,346,695 | 0.01% | 13q | -60.0%-$28.5M |
| VOYA INVESTMENT MANAGEMENT LLC | $18.6M | 1,318,145 | 0.02% | new | NEW |
| WELLINGTON MANAGEMENT GROUP LLP | $18.3M | 1,295,031 | 0.00% | new | NEW |
| UBS Group AG | $17.8M | 1,260,179 | 0.00% | 28q | -21.9%-$5.0M |
| BANK OF AMERICA CORP /DE/ | $16.5M | 1,173,240 | 0.00% | 28q | +7.0%+$1.1M |
| Allspring Global Investments Holdings, LLC | $15.9M | 1,244,215 | 0.02% | new | NEW |
| NORTHERN TRUST CORP | $15.7M | 1,116,429 | 0.00% | 28q | +451.0%+$12.9M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $14.6M | 1,035,029 | 0.00% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $13.9M | 982,662 | 0.01% | 3q | -67.0%-$28.1M |
| SEI INVESTMENTS CO | $13.7M | 969,510 | 0.01% | 21q | +10.9%+$1.3M |
| CITADEL ADVISORS LLC | $13.2M | 327,505 | 0.00% | 22q | -87.2%-$89.7M |
| Connor, Clark & Lunn Investment Management Ltd. | $11.9M | 844,854 | 0.02% | 5q | HELD |
| GOLDMAN SACHS GROUP INC | $11.5M | 814,669 | 0.00% | 27q | -0.8%-$98.1K |
| VANGUARD FIDUCIARY TRUST CO | $11.4M | 808,069 | 0.00% | 2q | +47.4%+$3.7M |
| MORGAN STANLEY | $11.3M | 801,788 | 0.00% | 28q | +182.7%+$7.3M |
| D. E. Shaw & Co., Inc. | $10.9M | 772,100 | 0.01% | 21q | HELD |
| ROYCE & ASSOCIATES LP | $10.6M | 753,180 | 0.09% | 3q | +14.1%+$1.3M |
| EQUITEC PROPRIETARY MARKETS, LLC | $9.8M | 697,221 | 1.76% | new | NEW |
| OBERWEIS ASSET MANAGEMENT INC/ | $8.9M | 627,900 | 0.18% | 2q | +25.5%+$1.8M |
| Alyeska Investment Group, L.P. | $8.6M | 612,500 | 0.02% | new | NEW |
| Valiant Capital Management, L.P. | $7.8M | 550,000 | 0.31% | new | NEW |
| Trexquant Investment LP | $7.1M | 506,696 | 0.04% | 2q | +27.3%+$1.5M |
| Vennlight Capital Management, LP | $6.1M | 434,022 | 4.10% | new | NEW |
| Bank of New York Mellon Corp | $5.8M | 414,009 | 0.00% | 3q | +642.8%+$5.1M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5.6M | 398,241 | 0.00% | 7q | +678.6%+$4.9M |
| Sixth Street Partners Management Company, L.P. | $5.6M | 398,241 | 0.00% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $5.5M | 388,213 | 0.00% | 7q | -63.6%-$9.6M |
| ALGERT GLOBAL LLC | $5.5M | 387,014 | 0.06% | 2q | +452.6%+$4.5M |
| Global Retirement Partners, LLC | $5.3M | 372,642 | 0.08% | 3q | +27.8%+$1.1M |
| PANAGORA ASSET MANAGEMENT INC | $5.0M | 355,651 | 0.02% | new | NEW |
| Shannon River Fund Management LLC | $4.7M | 333,153 | 0.42% | new | NEW |
| Nuveen, LLC | $4.6M | 322,722 | 0.00% | new | NEW |
| Arosa Capital Management LP | $3.9M | 275,000 | 0.69% | 2q | -52.2%-$4.2M |
| CAPITAL FUND MANAGEMENT S.A. | $3.8M | 271,626 | 0.02% | 2q | +547.7%+$3.2M |
| United Advisor Group, LLC | $3.6M | 214,794 | 0.38% | new | NEW |
| POLEN CAPITAL MANAGEMENT LLC | $3.5M | 249,411 | 0.03% | 3q | -8.1%-$311.3K |
| Aquatic Capital Management LLC | $3.3M | 234,579 | 0.11% | 2q | +2338.5%+$3.2M |
| Swiss National Bank | $3.1M | 220,600 | 0.00% | new | NEW |
| Informed Momentum Co LLC | $3.1M | 216,327 | 0.27% | 4q | -54.5%-$3.7M |
| LuminArx Capital Management LP | $2.9M | 205,200 | 1.29% | new | NEW |
| RHUMBLINE ADVISERS | $2.5M | 173,936 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $2.5M | 173,813 | 0.00% | 28q | +98.2%+$1.2M |
| BOOTHBAY FUND MANAGEMENT, LLC | $2.2M | 158,248 | 0.03% | new | NEW |
| XTX Topco Ltd | $2.2M | 153,415 | 0.03% | 4q | +99.8%+$1.1M |
| JPMORGAN CHASE & CO | $2.1M | 144,977 | 0.00% | 3q | +21701.1%+$2.1M |
| KMT WEALTH MANAGEMENT, LLC | $2.1M | 147,781 | 1.76% | new | NEW |
| ALLIANCEBERNSTEIN L.P. | $2.1M | 140,302 | 0.00% | new | NEW |
| Saba Capital Management, L.P. | $2.0M | 145,000 | 0.05% | 3q | -51.8%-$2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $2.0M | 138,704 | 0.00% | new | NEW |
| READYSTATE ASSET MANAGEMENT LP | $1.9M | 134,757 | 0.06% | new | NEW |
| DEUTSCHE BANK AG\ | $1.9M | 134,699 | 0.00% | new | NEW |
| Palumbo Wealth Management LLC | $1.9M | 133,927 | 0.40% | 4q | -63.3%-$3.3M |
| Hudson Bay Capital Management LP | $1.8M | 125,505 | 0.00% | 3q | +93.0%+$852.7K |
| LPL Financial LLC | $1.7M | 121,094 | 0.00% | 3q | +2.6%+$43.6K |
| Gotham Asset Management, LLC | $1.7M | 117,539 | 0.00% | 3q | +35.7%+$436.1K |
| Verition Fund Management LLC | $1.6M | 110,000 | 0.00% | new | NEW |
| Walleye Capital LLC | $1.5M | 109,324 | 0.01% | new | NEW |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.5M | 108,642 | 0.00% | 3q | +7.5%+$107.0K |
| DARK FOREST CAPITAL MANAGEMENT LP | $1.4M | 97,093 | 0.09% | 2q | +507.5%+$1.1M |
| Point72 Asset Management, L.P. | $1.4M | options only | 0.00% | 2q | OPTIONS |
| PEAK6 LLC | $1.3M | options only | 0.00% | 2q | OPTIONS |
| Squarepoint Ops LLC | $1.2M | 82,152 | 0.00% | 3q | -63.5%-$2.0M |
| MML INVESTORS SERVICES, LLC | $1.1M | 78,737 | 0.00% | new | NEW |
| MetLife Investment Management, LLC | $1.1M | 78,284 | 0.01% | new | NEW |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $1.1M | 77,600 | 0.02% | 10q | -13.3%-$167.8K |
| VANGUARD ASSET MANAGEMENT, Ltd | $1.1M | 76,942 | 0.00% | new | NEW |
| STATE OF WISCONSIN INVESTMENT BOARD | $1.1M | 76,230 | 0.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $1.0M | 73,211 | 0.00% | 2q | -91.0%-$10.5M |
| Invesco Ltd. | $1.0M | 71,238 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $992.6K | 70,400 | 0.00% | 5q | -4.5%-$47.2K |
| DIMENSIONAL FUND ADVISORS LP | $989.5K | 70,176 | 0.00% | new | NEW |
| CITIGROUP INC | $929.4K | 65,913 | 0.00% | 21q | +303.8%+$699.2K |
| Advisory Services Network, LLC | $927.6K | 65,786 | 0.01% | 2q | +62.3%+$356.2K |
| Potomac Capital Management, Inc. | $902.4K | 64,000 | 0.62% | 12q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $867.2K | 61,507 | 0.00% | new | NEW |
| State of New Jersey Common Pension Fund D | $825.9K | 58,571 | 0.00% | new | NEW |
| THOMPSON DAVIS & CO., INC. | $794.9K | 56,375 | 0.48% | 8q | +0.7%+$5.8K |
| Engineers Gate Manager LP | $748.8K | 53,109 | 0.01% | 3q | +116.1%+$402.2K |
| DIVERSIFIED TRUST CO | $735.9K | 52,189 | 0.01% | new | NEW |
| IRONWOOD INVESTMENT MANAGEMENT LLC | $703.6K | 49,899 | 0.24% | 22q | HELD |
| OCCUDO QUANTITATIVE STRATEGIES LP | $695.0K | 49,294 | 0.04% | new | NEW |
| Jupiter Topco LLC | $680.3K | 48,300 | 0.00% | new | FIRST |
| NEW YORK STATE COMMON RETIREMENT FUND | $664.1K | 47,100 | 0.00% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $660.8K | 46,868 | 0.00% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G | Ameriprise Financial, Inc. | 5.1% |
| 2026-07-29 | 13G | BlackRock, Inc. | 6.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 189 | $1.8B | 124,515,226 | 76 | 56 | 39 | 2.7% |
| Q1 2026 | 148 | $1.6B | 104,919,462 | 49 | 49 | 30 | 3.7% |
| Q4 2025 | 121 | $597.4M | 92,597,447 | 48 | 34 | 21 | 1.7% |
| Q3 2025 | 88 | $209.4M | 71,495,918 | 26 | 21 | 16 | 1.0% |
| Q2 2025 | 70 | $53.6M | 55,116,196 | 6 | 17 | 20 | 1.1% |
| Q1 2025 | 87 | $44.1M | 64,426,481 | 6 | 20 | 36 | 1.7% |
| Q4 2024 | 106 | $113.5M | 67,582,330 | 25 | 31 | 21 | 2.3% |
| Q3 2024 | 89 | $133.5M | 65,287,376 | 10 | 21 | 29 | 0.5% |
| Q2 2024 | 109 | $96.4M | 65,433,887 | 32 | 20 | 35 | 1.5% |
| Q1 2024 | 95 | $83.0M | 73,000,122 | 18 | 26 | 31 | 0.5% |
| Q4 2023 | 95 | $106.2M | 72,311,195 | 15 | 39 | 20 | 0.5% |
| Q3 2023 | 127 | $318.3M | 75,357,690 | 22 | 32 | 40 | 0.5% |
| Q2 2023 | 117 | $453.0M | 76,126,035 | 22 | 32 | 34 | 0.9% |
| Q1 2023 | 99 | $534.6M | 87,850,882 | 14 | 34 | 24 | 0.6% |
| Q4 2022 | 88 | $557.7M | 96,785,103 | 22 | 33 | 17 | 0.4% |
| Q3 2022 | 108 | $478.7M | 74,401,828 | 20 | 44 | 24 | 0.8% |
| Q2 2022 | 107 | $430.0M | 70,402,025 | 22 | 33 | 32 | 1.3% |
| Q1 2022 | 103 | $569.8M | 69,270,706 | 17 | 36 | 32 | 0.5% |
| Q4 2021 | 106 | $620.7M | 68,146,182 | 15 | 34 | 31 | 1.1% |
| Q3 2021 | 102 | $429.6M | 66,852,087 | 18 | 28 | 33 | 0.2% |
| Q2 2021 | 108 | $537.0M | 67,450,010 | 35 | 27 | 32 | 1.0% |
| Q1 2021 | 102 | $614.6M | 64,338,851 | 66 | 19 | 8 | 0.9% |
| Q4 2020 | 53 | $87.9M | 24,911,560 | 21 | 11 | 14 | 0.5% |
| Q3 2020 | 36 | $52.1M | 22,445,949 | 4 | 7 | 13 | 0.0% |
| Q2 2020 | 39 | $41.9M | 18,326,829 | 4 | 7 | 18 | 0.2% |
| Q1 2020 | 41 | $21.1M | 18,184,680 | 9 | 12 | 13 | 1.4% |
| Q4 2019 | 43 | $71.3M | 19,221,119 | 6 | 14 | 10 | 1.9% |
| Q3 2019 | 46 | $95.9M | 19,764,308 | 45 | 0 | 1 | 1.3% |
| Q2 2019 | 3 | $239.0K | 696,880 | 3 | 0 | 0 | 0.0% |