Morgan Stanley
BORR

Morgan Stanley’s Borr Drilling BORR Stock Holding History

Morgan Stanley’s Portfolio BORR Stock Details BORR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Sell
1,162,440
-2,507,994
-68% -$13.5M ﹤0.01% 4256
2026
Q1 		$21.2M Buy
3,670,434
+728,996
+25% +$3.73M ﹤0.01% 2904
2025
Q4 		$11.9M Sell
2,941,438
-1,260,751
-30% -$4.18M ﹤0.01% 3454
2025
Q3 		$11.3M Sell
4,202,189
-3,064,391
-42% -$7.62M ﹤0.01% 3439
2025
Q2 		$13.3M Buy
7,266,580
+822,041
+13% +$1.55M ﹤0.01% 3175
2025
Q1 		$14.1M Buy
6,444,539
+3,700,147
+135% +$11.1M ﹤0.01% 3030
2024
Q4 		$10.7M Buy
2,744,392
+1,836,391
+202% +$7.84M ﹤0.01% 3350
2024
Q3 		$4.98M Buy
908,001
+144,892
+19% +$886K ﹤0.01% 3966
2024
Q2 		$4.92M Buy
763,109
+172,315
+29% +$1.04M ﹤0.01% 3888
2024
Q1 		$4.05M Sell
590,794
-112,469
-16% -$737K ﹤0.01% 4085
2023
Q4 		$5.18M Sell
703,263
-231,378
-25% -$1.52M ﹤0.01% 3880
2023
Q3 		$6.64M Buy
934,641
+6,968
+0.8% +$53K ﹤0.01% 3495
2023
Q2 		$6.99M Sell
927,673
-115,930
-11% -$831K ﹤0.01% 3495
2023
Q1 		$7.91M Buy
1,043,603
+932,852
+842% +$6.01M ﹤0.01% 3369
2022
Q4 		$550K Sell
110,751
-19,498
-15% -$86.7K ﹤0.01% 5191
2022
Q3 		$432K Buy
130,249
+48,240
+59% +$179K ﹤0.01% 5336
2022
Q2 		$378K Buy
82,009
+68,785
+520% +$342K ﹤0.01% 5555
2022
Q1 		$44K Sell
13,224
-6,426
-33% -$16.4K ﹤0.01% 6764
2021
Q4 		$40K Buy
+19,650
New +$41.5K ﹤0.01% 6913
2020
Q2 		– Sell
-3,257
Closed -$3K – 6603
2020
Q1 		$3K Buy
+3,257
New +$26.3K ﹤0.01% 6314

Other funds holding BORR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley's BORR Position: Q2 2026 in Review

Morgan Stanley reduced its Borr Drilling (BORR) stake by 68% in Q2 2026, selling an estimated $13.5M and leaving 1,162,440 shares worth $4.8M. The position accounts for ﹤0.01% of the portfolio, ranked #4256.

Morgan Stanley first reported a position in BORR in Q1 2020 and has held it in 20 quarters since. The position peaked at $21.2M in Q1 2026. 189 funds tracked by Wall St. Rank hold BORR as of Q2 2026.

  • Morgan Stanley held 1,162,440 shares of Borr Drilling worth $4.8M as of Q2 2026.
  • Morgan Stanley sold 2,507,994 Borr Drilling shares in Q2 2026, an estimated $13.5M.
  • Borr Drilling made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4256 holding.
  • Morgan Stanley first reported a position in Borr Drilling in Q1 2020 and has held it in 20 quarters since.
  • Morgan Stanley's Borr Drilling position peaked at $21.2M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Borr Drilling as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.