Fund shareholders of Babcock & Wilcox Enterprises Inc
ISIN US05614L2097 · United States · LEI 5493006H661OZN2C0T54
- Fund shareholders
- 128
- Of which ETFs
- 17 111 other funds
- Value held
- 513.9M $
- Share of capital
- 23.7 % of 149M shares on Aug 4, 2026
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 2,835 | 52.3K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 2,686 | 25K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds | 2,594 | 24.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 2,556 | 36K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 2,115 | 29.8K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Total Stock Market Index Trust John Hancock Variable Insurance Trust | 2,102 | 29.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. | 1,863 | 34.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Nuveen Life Stock Index Fund TIAA-CREF Life Funds | 1,801 | 25.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 1,726 | 16.1K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| GuideMark Small/Mid Cap Core Fund GPS Funds I | 1,368 | 19.3K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust | 1,339 | 12.5K $ | 0.07 % | 0.00 % | as of Jul 31, 2026 ↗ |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 1,095 | 15.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 740 | 6.9K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Small Company Growth Portfolio Wilshire Mutual Funds Inc | 739 | 10.4K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 722 | 10.2K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 683 | 9.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 670 | 9.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 655 | 9.2K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 551 | 7.8K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Growth Fund I Principal Funds, Inc | 551 | 5.1K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Innovator U.S. Small Cap Managed 10 Buffer ETF Innovator ETFs Trust | 537 | 5K $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP SMALL CAP ProFunds | 360 | 5.1K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Small Company Value Portfolio Wilshire Mutual Funds Inc | 350 | 4.9K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 332 | 4.7K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Moderate Allocation Portfolio T. ROWE PRICE EQUITY SERIES, INC. | 314 | 4.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 199 | 2.8K $ | 0.04 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SMALL-CAP PROFUND ProFunds | 113 | 1.1K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 38 | 535.8 $ | 0.01 % | 0.00 % | as of Jun 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 | |
|---|---|---|
| Columbia Small Cap Growth Fund COLUMBIA FUNDS SERIES TRUST I | 2.24 % | as of May 31, 2026 ↗ |
| Columbia Variable Portfolio - Small Company Growth Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST | 1.63 % | as of Jun 30, 2026 ↗ |
| Hood River Small-Cap Growth Fund Manager Directed Portfolios | 1.40 % | as of Jun 30, 2026 ↗ |
| Hood River New Opportunities Fund Manager Directed Portfolios | 1.34 % | as of Jun 30, 2026 ↗ |
| Neuberger Intrinsic Value Fund NEUBERGER BERMAN EQUITY FUNDS | 0.93 % | as of May 31, 2026 ↗ |
| Driehaus Micro Cap Growth Fund Driehaus Mutual Funds | 0.87 % | as of Jun 30, 2026 ↗ |
| Voya Small Cap Growth Fund Voya Equity Trust | 0.70 % | as of May 31, 2026 ↗ |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 0.61 % | as of Jun 30, 2026 ↗ |
| VOYA SMALLCAP OPPORTUNITIES PORTFOLIO Voya Variable Products Trust | 0.50 % | as of Jun 30, 2026 ↗ |
| Brighthouse Small Cap Value Portfolio Brighthouse Funds Trust I | 0.43 % | as of Jun 30, 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 |
|---|---|---|---|---|
| 2026Q3 | 128 | +78 | 35,290,175 | +92.3 % |
| 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 |
Declared shareholders of Babcock & Wilcox Enterprises Inc
There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| BlackRock, Inc. | 6.60 % | 9,748,917 | as of Jun 30, 2026 · SCHEDULE 13G |
| Ameriprise Financial, Inc. | 5.10 % | 7,659,376 | as of Jun 30, 2026 · SCHEDULE 13G |
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 | 61.1M $ | as of Jul 31, 2026 |
| Virtus InfraCap U.S. Preferred Stock ETF | 1 | 17.6M $ | as of Jul 31, 2026 |
| Western Asset Management Strategic Bond Opportunities Portfolio | 1 | 4.6M $ | as of Jun 30, 2026 |
| Western Asset Income Fund | 1 | 870.5K $ | as of Jul 31, 2026 |
| Morningstar Global Income Fund | 1 | 119.9K $ | as of Jul 31, 2026 |
Cite this page
Titelia. "Fund shareholders of Babcock & Wilcox Enterprises Inc". https://titelia.com/en/stocks/babcock-wilcox-enterprises-inc-US05614L2097