Borr Drilling Limited
DE ˙ DB ˙ BMG1466R1732
4,26 € ↓ -0,06 (-1,34%)
2026-05-29
DEL PRIS
SecurityDE:B2W / Borr Drilling Limited
InstitutionMorgan Stanley
Latest Disclosed Ownership3,670,434 shares
Latest Disclosed Value $ 21,178,404
Morgan Stanley reports 24.78% increase in ownership of B2W / Borr Drilling Limited

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 3,670,434 shares of Borr Drilling Limited (DE:B2W) valued at $18,146,626 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 2,941,438 shares of Borr Drilling Limited. This represents a change in shares of 24.78% during the quarter. The current value of the position is $15,643,390 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F BORR DRILLING SHS G1466R173 3,670,434 728,996 24.78 21,178 78.67 0.0013
2026-05-27 2025-12-31 13F/A-1 BORR DRILLING SHS G1466R173 2,941,438 -1,260,751 -30.00 11,854 4.87 0.0007
2026-02-13 2025-12-31 13F BORR DRILLING SHS G1466R173 2,941,438 -1,260,751 11,854 0.0007
2026-05-27 2025-09-30 13F/A-1 BORR DRILLING SHS G1466R173 4,202,189 -3,064,391 -42.17 11,304 -15.00 0.0007
2025-11-14 2025-09-30 13F BORR DRILLING SHS G1466R173 4,202,189 -3,064,391 11,304 0.0007
2025-08-15 2025-06-30 13F BORR DRILLING SHS G1466R173 7,266,580 822,041 12.76 13,298 -5.78 0.0009
2025-05-15 2025-03-31 13F BORR DRILLING SHS G1466R173 6,444,539 3,700,147 134.83 14,114 31.86 0.0010
2025-05-15 2024-12-31 13F/A-1 BORR DRILLING SHS G1466R173 2,744,392 1,836,391 202.25 10,703 114.75 0.0007
2025-02-14 2024-12-31 13F BORR DRILLING SHS G1466R173 2,744,392 1,836,391 10,703 0.0007
2025-05-14 2024-09-30 13F/A-2 BORR DRILLING SHS G1466R173 908,001 144,892 18.99 4,985 1.26 0.0004
2025-02-14 2024-09-30 13F/A-1 BORR DRILLING SHS G1466R173 908,001 144,892 4,985 0.0004
2024-11-14 2024-09-30 13F BORR DRILLING SHS G1466R173 908,001 144,892 4,985 0.0000
2025-05-14 2024-06-30 13F/A-2 BORR DRILLING SHS G1466R173 763,109 172,315 29.17 4,922 21.65 0.0004
2024-10-17 2024-06-30 13F/A-1 BORR DRILLING SHS G1466R173 763,109 172,315 4,922 0.0004
2024-08-14 2024-06-30 13F BORR DRILLING SHS G1466R173 763,109 172,315 4,922 0.0004
2024-10-17 2024-03-31 13F/A-2 BORR DRILLING SHS G1466R173 590,794 -112,469 -15.99 4,047 -21.83 0.0003
2024-08-16 2024-03-31 13F/A-1 BORR DRILLING SHS G1466R173 590,794 -112,469 4,047 0.0000
2024-05-15 2024-03-31 13F BORR DRILLING SHS G1466R173 590,794 -112,469 4,047 0.0003
2024-08-16 2023-12-31 13F/A-1 BORR DRILLING SHS G1466R173 703,263 -231,378 -24.76 5,176 -21.99 0.0005
2024-02-13 2023-12-31 13F BORR DRILLING SHS G1466R173 703,263 -231,378 5,176 0.0005
2023-11-15 2023-09-30 13F BORR DRILLING SHS G1466R173 934,641 6,968 0.75 6,636 -5.01 0.0007
2023-08-14 2023-06-30 13F BORR DRILLING SHS G1466R173 927,673 -115,930 -11.11 6,985 -11.69 0.0007
2023-05-15 2023-03-31 13F BORR DRILLING SHS G1466R173 1,043,603 932,852 842.30 7,911 1,338.18 0.0008
2023-02-14 2022-12-31 13F BORR DRILLING SHS G1466R173 110,751 -19,498 -14.97 550 27.31 0.0001
2022-11-14 2022-09-30 13F BORR DRILLING SHS G1466R173 130,249 48,240 58.82 432 14.29 0.0001
2022-10-27 2022-06-30 13F/A-1 BORR DRILLING SHS G1466R173 82,009 68,785 520.15 378 759.09 0.0000
2022-08-15 2022-06-30 13F BORR DRILLING SHS G1466R173 82,009 68,785 378 0.0000
2022-10-27 2022-03-31 13F/A-1 BORR DRILLING SHS G1466R173 13,224 -6,426 -32.70 44 10.00 0.0000
2022-05-13 2022-03-31 13F BORR DRILLING SHS G1466R173 13,224 -6,426 44 0.0000
2022-02-14 2021-12-31 13F BORR DRILLING SHS G1466R173 19,650 19,650 40 0.0000
2020-08-14 2020-06-30 13F BORR DRILLING SHS G1466R207 0 -6,514 -100.00 0 -100.00
2020-05-26 2020-03-31 13F/A-1 BORR DRILLING SHS G1466R207 6,514 6,514 3 0.0000
2020-05-15 2020-03-31 13F BORR DRILLING SHS G1466R207 6,514 3
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.