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BW

BW Institutional Ownership & 13F Filings

Babcock & Wilcox Enterpr

+$1.0B

Net Activity

Institutions Holding

156

Popularity Rank

#3486

Avg Weight

0.65%

Total Value

$1.6B

Ownership Trend

156 institutions currently hold BW, with 108 net buyers and 56 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

56

Net Buying Institutions

108

Key Holders

Key Holders

Top 5 by Value

BG
BRC Group Holdings, Inc.
$403.2M
HR
Hood River Capital Management LLC
$170.5M
GJ
Gendell Jeffrey L
$75.3M
NB
Neuberger Berman Group LLC
$73.9M
VC
Vanguard Capital Management LLC
$65.4M

Top 5 by Conviction

BG
BRC Group Holdings, Inc.
88.37%
HR
Hood River Capital Management LLC
1.71%
PW
Palumbo Wealth Management LLC
1.31%
AC
Arosa Capital Management LP
1.28%
GJ
Gendell Jeffrey L
1.03%
View all 156 holding institutions

Across its top 20 institutional holders, BW's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 18/100, avg. turnover score 39/100).

Quarterly Activity

Recent Activity

+$987.2M

Total Buy Value

$117.5M

Total Sell Value

New buy52
Trim30
Add56
Sold out26

108

Net Buyers

56

Net Sellers

Smart Money Convergence

BW does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

1

Filings (14d)

Data as of 2026-07-13
2026-07-13

On July 13, 2026, Babcock & Wilcox Enterprises announced that its board authorized a $50 million share repurchase program and approved the redemption of all its outstanding 6.50% Senior Notes due 2026, totaling approximately $61.4 million in principal. The company issued press releases disclosing these actions.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

05614L209, 05615F102, 0969703

FAQ

Who are the top institutional investors holding BABCOCK & WILCOX ENTERPR (BW)?
Major stakeholders currently include BRC Group Holdings, Inc. ($403.2M), Hood River Capital Management LLC ($170.5M), Gendell Jeffrey L ($75.3M). Based on the latest 13F filings, there are a total of 156 tracked investment funds and institutions maintaining positions in BW.
What is the overall institutional sentiment toward BW recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.0B, driven by 108 managers accumulating shares while 56 reduced their exposure.
Which institutions have been selling or reducing their BW positions?
In the latest period, 30 funds trimmed their holdings, and 26 managers completely exited their positions. The aggregate reported sell value was $117.5M.
Are there any notable investors adding BW to their portfolios?
Yes, buying activity remains notable. 52 institutions opened new positions in {ticker}, and 56 existing holders added to their shares. The total reported buy value for the quarter amounted to $987.2M.

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