B. Riley Financial’s Babcock & Wilcox BW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $403M | Hold |
27,446,522
| – | – | 88.37% | 1 |
|
|
2025
Q4 | $174M | Hold |
27,446,522
| – | – | 74.38% | 1 |
|
|
2025
Q3 | $79.6M | Hold |
27,446,522
| – | – | 53.82% | 1 |
|
|
2025
Q2 | $26.4M | Hold |
27,446,522
| – | – | 29.68% | 2 |
|
|
2025
Q1 | $18.5M | Hold |
27,446,522
| – | – | 23.2% | 2 |
|
|
2024
Q4 | $45M | Hold |
27,446,522
| – | – | 37.65% | 1 |
|
|
2024
Q3 | $56M | Hold |
27,446,522
| – | – | 37.38% | 2 |
|
|
2024
Q2 | $39.8M | Hold |
27,446,522
| – | – | 32.32% | 2 |
|
|
2024
Q1 | $31M | Hold |
27,446,522
| – | – | 29.53% | 2 |
|
|
2023
Q4 | $40.1M | Buy |
27,446,522
+157,883
| +0.6% | +$336K | 25.53% | 2 |
|
|
2023
Q3 | $115M | Hold |
27,288,639
| – | – | 38.71% | 1 |
|
|
2023
Q2 | $161M | Hold |
27,288,639
| – | – | 41.73% | 1 |
|
|
2023
Q1 | $165M | Hold |
27,288,639
| – | – | 43.26% | 1 |
|
|
2022
Q4 | $157M | Buy |
27,288,639
+501,300
| +2% | +$2.74M | 35.33% | 1 |
|
|
2022
Q3 | $171M | Buy |
26,787,339
+1,541,666
| +6% | +$11.5M | 30.35% | 1 |
|
|
2022
Q2 | $152M | Buy |
25,245,673
+200,000
| +0.8% | +$1.4M | 33.97% | 1 |
|
|
2022
Q1 | $204M | Hold |
25,045,673
| – | – | 35.3% | 1 |
|
|
2021
Q4 | $226M | Sell |
25,045,673
-2,245,764
| -8% | -$18M | 25.42% | 1 |
|
|
2021
Q3 | $175M | Hold |
27,291,437
| – | – | 22.13% | 1 |
|
|
2021
Q2 | $215M | Hold |
27,291,437
| – | – | 28.35% | 1 |
|
|
2021
Q1 | $258M | Buy |
27,291,437
+10,720,785
| +65% | +$68.8M | 28.78% | 1 |
|
|
2020
Q4 | $58.2M | Buy |
16,570,652
+2,379,376
| +17% | +$7.46M | 9.42% | 3 |
|
|
2020
Q3 | $32.9M | Buy |
14,191,276
+4,374,818
| +45% | +$10.9M | 8.66% | 5 |
|
|
2020
Q2 | $22.4M | Buy |
9,816,458
+2,904,850
| +42% | +$5.01M | 8.11% | 4 |
|
|
2020
Q1 | $7.05M | Hold |
6,911,608
| – | – | 4.82% | 6 |
|
|
2019
Q4 | $25.2M | Hold |
6,911,608
| – | – | 6.32% | 4 |
|
|
2019
Q3 | $33.1M | Buy |
6,911,608
+5,820,737
| +534% | +$22.3M | 12.24% | 3 |
|
|
2019
Q2 | $3.74M | Hold |
1,090,871
| – | – | 1.8% | 13 |
|
|
2019
Q1 | $4.49M | Hold |
1,090,871
| – | – | 1.75% | 15 |
|
|
2018
Q4 | $4.26M | Buy |
1,090,871
+5,700
| +0.5% | +$50.7K | 2.35% | 14 |
|
|
2018
Q3 | $11.2M | Sell |
1,085,171
-44,148
| -4% | -$732K | 3.17% | 5 |
|
|
2018
Q2 | $26.9M | Buy |
+1,129,319
| New | +$30M | 7.04% | 1 |
|
|
2018
Q1 | – | Sell |
-17,500
| Closed | -$994K | – | 297 |
|
|
2017
Q4 | $994K | Buy |
17,500
+4,000
| +30% | +$181K | 0.26% | 98 |
|
|
2017
Q3 | $450K | Buy |
+13,500
| New | +$829K | 0.12% | 171 |
|
Other funds holding BW
HRCM
GJL
VCM
B. Riley Financial's BW Position: Q1 2026 in Review
B. Riley Financial held its Babcock & Wilcox (BW) position steady in Q1 2026 at 27,446,522 shares worth $403M. The position accounts for 88.37% of the portfolio, ranked #1.
B. Riley Financial first reported a position in BW in Q3 2017 and has held it in 34 quarters since. 151 funds tracked by Wall St. Rank hold BW as of Q1 2026.
- B. Riley Financial held 27,446,522 shares of Babcock & Wilcox worth $403M as of Q1 2026.
- B. Riley Financial left its Babcock & Wilcox share count unchanged in Q1 2026.
- Babcock & Wilcox made up 88.37% of B. Riley Financial's portfolio in Q1 2026, its #1 holding.
- B. Riley Financial first reported a position in Babcock & Wilcox in Q3 2017 and has held it in 34 quarters since.
- 151 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2026.
Based on B. Riley Financial's 13F filing for Q1 2026, filed 15 May 2026.