Fund shareholders of Babcock & Wilcox Enterprises Inc
ISIN US05614L2097 · United States · LEI 5493006H661OZN2C0T54
- Fund shareholders
- 50
- Of which ETFs
- 6 44 other funds
- Value held
- 244.7M $
- Share of capital
- 12.3 % of 149M shares on Aug 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Hood River Small-Cap Growth Fund Manager Directed Portfolios | 6,033,924 | 88.6M $ | 1.70 % | 4.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 3,369,235 | 49.5M $ | 0.00 % | 2.26 % | as of Mar 31, 2026 ↗ |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 1,450,891 | 12.9M $ | 0.40 % | 0.97 % | as of Feb 28, 2026 ↗ |
| Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS | 1,306,897 | 11.6M $ | 0.89 % | 0.88 % | as of Feb 28, 2026 ↗ |
| T. Rowe Price New Horizons Fund, Inc. T. ROWE PRICE NEW HORIZONS FUND, INC. | 1,020,227 | 15M $ | 0.12 % | 0.68 % | as of Mar 31, 2026 ↗ |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 973,020 | 14.3M $ | 0.02 % | 0.65 % | as of Mar 31, 2026 ↗ |
| Hood River New Opportunities Fund Manager Directed Portfolios | 738,480 | 10.8M $ | 1.65 % | 0.50 % | as of Mar 31, 2026 ↗ |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 453,033 | 4M $ | 0.01 % | 0.30 % | as of Feb 28, 2026 ↗ |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 379,783 | 5.6M $ | 1.22 % | 0.25 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Select Fund Trust for Professional Managers | 351,894 | 3.1M $ | 0.18 % | 0.24 % | as of Feb 28, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 339,820 | 5M $ | 0.44 % | 0.23 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 233,786 | 3.4M $ | 1.60 % | 0.16 % | as of Mar 31, 2026 ↗ |
| Adara Smaller Companies Fund RBB Fund, Inc. | 206,487 | 1.8M $ | 0.24 % | 0.14 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 160,549 | 1.4M $ | 0.00 % | 0.11 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 143,322 | 2.1M $ | 0.00 % | 0.10 % | as of Mar 31, 2026 ↗ |
| Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS | 130,636 | 1.2M $ | 0.16 % | 0.09 % | as of Feb 28, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 126,565 | 1.1M $ | 0.00 % | 0.08 % | as of Feb 28, 2026 ↗ |
| Calamos Timpani Small Cap Growth Fund CALAMOS INVESTMENT TRUST/IL | 113,577 | 1.8M $ | 0.24 % | 0.08 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund T. ROWE PRICE INTEGRATED EQUITY FUNDS, INC. | 89,782 | 1.3M $ | 0.02 % | 0.06 % | as of Mar 31, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 76,050 | 673.8K $ | 0.09 % | 0.05 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 72,000 | 1.1M $ | 0.86 % | 0.05 % | as of Mar 31, 2026 ↗ |
| Column Small Cap Fund Trust for Professional Managers | 57,729 | 511.5K $ | 0.10 % | 0.04 % | as of Feb 28, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 57,514 | 844.9K $ | 0.00 % | 0.04 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 51,231 | 752.6K $ | 0.00 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 51,145 | 800.9K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| REX IncomeMax Option Strategy ETF REX ETF Trust | 47,900 | 703.7K $ | 4.81 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Golden Eagle Dynamic Hypergrowth ETF ETF Opportunities Trust | 47,437 | 696.8K $ | 2.53 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 44,704 | 700.1K $ | 0.00 % | 0.03 % | as of Apr 30, 2026 ↗ |
| Gotham Absolute Return Fund FundVantage Trust | 38,669 | 568K $ | 0.05 % | 0.03 % | as of Mar 31, 2026 ↗ |
| Counterpoint Tactical Equity Fund NORTHERN LIGHTS FUND TRUST III | 37,231 | 546.9K $ | 0.09 % | 0.02 % | as of Mar 31, 2026 ↗ |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 30,386 | 475.8K $ | 0.02 % | 0.02 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 13,073 | 204.7K $ | 0.05 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Victory Extended Market Index Fund Victory Portfolios III | 12,137 | 190.1K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| Venerable US Small Cap Fund Venerable Variable Insurance Trust | 12,094 | 177.7K $ | 0.13 % | 0.01 % | as of Mar 31, 2026 ↗ |
| T.Rowe Price Small Cap Growth Portfolio Brighthouse Funds Trust II | 11,744 | 172.5K $ | 0.02 % | 0.01 % | as of Mar 31, 2026 ↗ |
| PACE Small/Medium Co Growth Equity Investments PACE SELECT ADVISORS TRUST | 10,920 | 171K $ | 0.07 % | 0.01 % | as of Apr 30, 2026 ↗ |
| U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO | 9,741 | 152.5K $ | 0.02 % | 0.01 % | as of Apr 30, 2026 ↗ |
| ACUITAS US MICROCAP FUND FORUM FUNDS II | 7,491 | 110K $ | 0.11 % | 0.01 % | as of Mar 31, 2026 ↗ |
| Transamerica T. Rowe Price Small Cap VP TRANSAMERICA SERIES TRUST | 7,034 | 103.3K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lazard US Systematic Small Cap Equity ETF Lazard Active ETF Trust | 6,937 | 101.9K $ | 0.18 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Neutral Fund FundVantage Trust | 6,256 | 91.9K $ | 0.08 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 5,862 | 86.1K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Small Cap Core Fund Northern Funds | 5,222 | 76.7K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Gotham Enhanced Return Fund FundVantage Trust | 4,711 | 69.2K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Blackstone Alternative Multi-Strategy Fund Blackstone Alternative Investment Funds | 2,000 | 29.4K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 1,841 | 27K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 1,009 | 15.8K $ | 0.10 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 563 | 8.8K $ | 0.00 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 431 | 6.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 403 | 6.3K $ | 0.08 % | 0.00 % | as of Apr 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| REX IncomeMax Option Strategy ETF REX ETF Trust | 4.81 % | as of Mar 31, 2026 ↗ |
| Golden Eagle Dynamic Hypergrowth ETF ETF Opportunities Trust | 2.53 % | as of Mar 31, 2026 ↗ |
| Hood River Small-Cap Growth Fund Manager Directed Portfolios | 1.70 % | as of Mar 31, 2026 ↗ |
| Hood River New Opportunities Fund Manager Directed Portfolios | 1.65 % | as of Mar 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 1.60 % | as of Mar 31, 2026 ↗ |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 1.22 % | as of Mar 31, 2026 ↗ |
| Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS | 0.89 % | as of Feb 28, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.86 % | as of Mar 31, 2026 ↗ |
| Royce Small-Cap Opportunity Fund ROYCE FUND | 0.44 % | as of Mar 31, 2026 ↗ |
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 0.40 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 50 | +22 | 18,353,373 | +12.9 % |
| 2026Q1 | 28 | +13 | 16,258,724 | +144.9 % |
| 2025Q4 | 15 | -2 | 6,639,681 | +9.6 % |
| 2025Q3 | 17 | -5 | 6,059,147 | -8.5 % |
| 2025Q2 | 22 | -1 | 6,618,468 | -9.4 % |
| 2025Q1 | 23 | -6 | 7,305,447 | -18.0 % |
| 2024Q4 | 29 | -44 | 8,911,736 | -29.6 % |
| 2024Q3 | 73 | -29 | 12,665,427 | -11.4 % |
| 2024Q2 | 102 | -6 | 14,287,414 | -11.0 % |
| 2024Q1 | 108 | -25 | 16,061,490 | -17.8 % |
| 2023Q4 | 133 | 19,544,446 |
Institutional managers
149 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BRC Group Holdings, Inc. | 27,446,522 | 403.2M $ | as of Mar 31, 2026 |
| Hood River Capital Management LLC | 11,603,688 | 170.5M $ | as of Mar 31, 2026 |
| GENDELL JEFFREY L | 5,126,068 | 75.3M $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 5,053,037 | 73.9M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 3,671,977 | 53.9M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 3,603,551 | 52.9M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 3,411,162 | 50.1M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 3,368,684 | 49.5M $ | as of Mar 31, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2,974,324 | 43.7M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 2,554,997 | 37.5M $ | as of Mar 31, 2026 |
| Driehaus Capital Management LLC | 2,380,613 | 35M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 1,853,633 | 27.2K $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 1,618,007 | 23.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,614,278 | 23.7M $ | as of Mar 31, 2026 |
| Situational Awareness Partners LP | 1,353,900 | 19.9M $ | as of Mar 31, 2026 |
| Situational Awareness LP | 1,353,900 | 19.9M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,280,221 | 18.8M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 1,131,897 | 16.6M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,096,502 | 16.1M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 1,067,246 | 15.7M $ | as of Mar 31, 2026 |
| Legal & General Group Plc | 1,041,405 | 15.3M $ | as of Mar 31, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | 1,035,050 | 15.2K $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 951,127 | 14M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 873,867 | 12.8M $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 870,111 | 12.8K $ | as of Mar 31, 2026 |
Funds holding the debt of Babcock & Wilcox Enterprises Inc
5 funds declare 5 bond lines of this company. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
| Fund | Bond lines | Value | |
|---|---|---|---|
| Holbrook Income Fund | 1 | 61.2M $ | as of Apr 30, 2026 |
| Virtus InfraCap U.S. Preferred Stock ETF | 1 | 17.6M $ | as of Apr 30, 2026 |
| Western Asset Management Strategic Bond Opportunities Portfolio | 1 | 3.9M $ | as of Mar 31, 2026 |
| Western Asset Income Fund | 1 | 869.9K $ | as of Apr 30, 2026 |
| Morningstar Global Income Fund | 1 | 119.8K $ | as of Apr 30, 2026 |
Cite this page
Titelia. "Fund shareholders of Babcock & Wilcox Enterprises Inc". https://titelia.com/en/stocks/babcock-wilcox-enterprises-inc-US05614L2097