BW in the 13F filings

Babcock & Wilcox Enterprises · CUSIP 05614L209

Quarter

Q2 2026 Q1 2026 Q4 2025 Q2 2023 Q1 2023 Q4 2022 Q3 2022 Q2 2022 Q1 2022 Q4 2021 Q3 2021 Q2 2021

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 20; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 1 listed it in both
Shares listed: 27,948,309; combined, among listed positions
Reported value: $410m; combined, at the quarter end

Among the 91 comparable managers: 16 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +12,157,755.

Managers listing BW in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

20 of 20 holders

				Action		Filing
Neuberger Berman Group LLC	5,053,037	$74m	0.06%	Trimmed	-1,010,131	27 Oct 2026 (the filing on sec.gov)
Jane Street Group LLC	3,671,977	$54m	under 0.1%	Added	+2,372,515	12 May 2026 (the filing on sec.gov)
Marshall Wace LLP	3,411,162	$50m	under 0.1%	Added	+40,028	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	3,368,684	$49m	under 0.1%	Added	+2,118,583	15 May 2026 (the filing on sec.gov)
Arrowstreet Capital LP	2,974,324	$44m	under 0.1%	Added	+2,635,304	14 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	2,554,997	$38m	under 0.1%	Added	+1,697,490	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	1,853,633	$27m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	1,280,221	$19m	under 0.1%	Added	+489,178	15 May 2026 (the filing on sec.gov)
Acadian Asset Management LLC	844,683	$12m	under 0.1%	Added	+649,447	13 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	814,849	$12m	under 0.1%	New	new	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	772,100	$11m	under 0.1%	Held	0	15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	362,500	$5.3m	under 0.1%	Added	+17,000	14 May 2026 (the filing on sec.gov)
Polen Capital Management LLC	271,492	$4.0m	under 0.1%	Added	+149,212	14 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	225,337	$3.3m	under 0.1%	Added	+125,333	15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	223,276	$3.3m	under 0.1%	Added	+213,185	15 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC	122,318	$1.8m	under 0.1%	Added	+101,541	15 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP	65,028	$955k	under 0.1%	Added	+24,728	13 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	54,111	$795k	under 0.1%	Added	+6,127	15 May 2026 (the filing on sec.gov)
Winton Group Ltd	24,300	$357k	under 0.1%	Trimmed	-7,879	12 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)	280	$4k	under 0.1%	Trimmed	-1,464	15 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Arrowstreet Capital LPexisting position · 2,974,324 shares now+2,635,304
Jane Street Group LLCexisting position · 3,671,977 shares now+2,372,515
Millennium Management LLCexisting position · 3,368,684 shares now+2,118,583
T. Rowe Price Associates Incnew position · 1,853,633 shares now+1,853,633
Citadel Advisors LLCexisting position · 2,554,997 shares now+1,697,490

Reductions

Neuberger Berman Group LLCexisting position · 5,053,037 shares now-1,010,131
Winton Group Ltdexisting position · 24,300 shares now-7,879
Fidelity (FMR LLC)existing position · 280 shares now-1,464

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

1 in Q2 2022 to 2 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

BW by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q1 2021	1	$56m	n.a.	n.a.
Q2 2021	2	$46m	n.a.	n.a.
Q3 2021	1	$272k	n.a.	n.a.
Q4 2021	2	$52m	n.a.	n.a.
Q1 2022	2	$48m	n.a.	n.a.
Q2 2022	1	$1.4m	n.a.	n.a.
Q3 2022	2	$41m	n.a.	n.a.
Q4 2022	2	$37m	n.a.	n.a.
Q1 2023	2	$40m	n.a.	n.a.
Q2 2023	1	$38m	n.a.	n.a.
Q4 2025	1	$775k	16	6
Q1 2026	5	$144m	16	6
Q2 2026	2	$59m	13	15

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

BW and KLAC →BW and GE →BW and LRCX →Choose a stock to compare with BW →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own BW, latest filings →Back to the 13F Explorer →

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