BABCOCK & WILCOX ENTERPRISES BW
COM · Common Stock · CUSIP 05614L209
American energy technology company
- SectorIndustrials
- IndustryHeating Equipment, Except Electric & Warm Air Furnaces
- HeadquartersAkron, OH
- Founded1867
- Websitebabcock.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $14.09. Options: 11 managers hold calls ($55.9m notional), 8 hold puts ($6.1m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 113 |
| Q4 2022 | 110 |
| Q1 2023 | 114 |
| Q2 2023 | 127 |
| Q3 2023 | 139 |
| Q4 2023 | 105 |
| Q1 2024 | 102 |
| Q2 2024 | 117 |
| Q3 2024 | 97 |
| Q4 2024 | 113 |
| Q1 2025 | 94 |
| Q2 2025 | 74 |
| Q3 2025 | 94 |
| Q4 2025 | 129 |
| Q1 2026 | 153 |
| Q2 2026 | 201 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 37 | 64 |
| Q4 2024 | 59 | 35 |
| Q1 2025 | 26 | 64 |
| Q2 2025 | 24 | 48 |
| Q3 2025 | 53 | 24 |
| Q4 2025 | 87 | 37 |
| Q1 2026 | 103 | 56 |
| Q2 2026 | 145 | 75 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.4m | $1.1m | 0.79 |
| Q4 2025 | $10.3m | $2.0m | 0.20 |
| Q1 2026 | $60.6m | $13.9m | 0.23 |
| Q2 2026 | $55.9m | $6.1m | 0.11 |
Biggest buyers
| BlackRock, Inc. | Added | +9.7m |
| AMERIPRISE FINANCIAL INC | Added | +4.1m |
| STATE STREET CORP | Added | +2.5m |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +2.3m |
| Value Aligned Research Advisors, LLC | New | +2.2m |
| Hood River Capital Management LLC | Added | +2.1m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +1.5m |
| VOYA INVESTMENT MANAGEMENT LLC | New | +1.3m |
| WELLINGTON MANAGEMENT GROUP LLP | New | +1.3m |
| Allspring Global Investments Holdings, LLC | New | +1.2m |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -3.0m |
| CITADEL ADVISORS LLC | Reduced | -2.2m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -2.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -2.0m |
| NEUBERGER BERMAN GROUP LLC | Reduced | -1.8m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -1.3m |
| Qube Research & Technologies Ltd | Sold out | -1.1m |
| HRT FINANCIAL LP | Sold out | -870.1k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -741.6k |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -679.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $22.6m1.6m shares |
| JANE STREET GROUP, LLC | Added | $9.9m704.9k shares |
| CITADEL ADVISORS LLC | Added | $7.5m530.0k shares |
| GROUP ONE TRADING LLC | Added | $5.4m385.7k shares |
| IMC-Chicago, LLC | Added | $4.3m304.0k shares |
| Value Aligned Research Advisors, LLC | New | $2.1m148.8k shares |
| PEAK6 LLC | Added | $1.3m92.9k shares |
| Point72 Asset Management, L.P. | Added | $1.2m87.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $760.0k53.9k shares |
| United Advisor Group, LLC | New | $528.8k37.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $2.0m140.7k shares |
| IMC-Chicago, LLC | Added | $1.2m86.9k shares |
| CITADEL ADVISORS LLC | Reduced | $1.1m77.4k shares |
| JANE STREET GROUP, LLC | Reduced | $743.1k52.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $375.1k26.6k shares |
| HRT FINANCIAL LP | New | $277.0k19.7k shares |
| GROUP ONE TRADING LLC | Reduced | $227.0k16.1k shares |
| Point72 Asset Management, L.P. | New | $128.3k9.1k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution new · filed 2026-07-29 | 6.6% |
| AMERIPRISE FINANCIAL INC 13G · institution new · filed 2026-08-14 | 5.1% |
Fell to 5% or below in the last year: Neuberger Berman Group LLC (4.7%, 2026-03-04)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $189.0k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 3 | $99.8k | 1 | $6.3k | — |
| Q4 2025 | 2 | $42.8k | 0 | — | — |
| Q1 2026 | 2 | $125.0k | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 2 | $115.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-13 | Moeller Philip D Director | Bought | $47.5k5.0k shares |
| 2026-08-12 | Young Kenneth M Chief Executive Officer, director | Bought | $67.5k7.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BRC Group Holdings, Inc. 89.26% of their portfolio | 27.4m $387.0m | Unchanged |
| Hood River Capital Management LLC 1.40% of their portfolio | 13.7m $193.0m | Added +2.1m |
| BlackRock, Inc. 0.00% of their portfolio | 11.4m $160.0m | Added +9.7m |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 7.7m $108.0m | Added +4.1m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 6.0m $84.4m | Added +1.5m |
| GENDELL JEFFREY L 0.66% of their portfolio | 5.1m $72.5m | Added +16.9k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 3.9m $55.2m | Added +502.3k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 3.3m $46.3m | Reduced -1.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 3.2m $45.3m | Added +2.3m |
| STATE STREET CORP 0.00% of their portfolio | 3.0m $41.7m | Added +2.5m |
| Driehaus Capital Management LLC 0.19% of their portfolio | 2.3m $33.0m | Reduced -43.4k |
| Value Aligned Research Advisors, LLC 0.19% of their portfolio | 2.2m $31.6m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 2.2m $31.4m | Added +371.7k |
| COOPER CREEK PARTNERS MANAGEMENT LLC 1.29% of their portfolio | 2.2m $30.9m | Added +1.2m |
| Situational Awareness LP 0.14% of their portfolio | 2.0m $28.6m | Added +673.6k |
| Legal & General Group Plc 0.00% of their portfolio | 1.6m $22.8m | Added +578.6k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 1.3m $19.0m | Reduced -2.0m |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 1.3m $18.6m | New |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.3m $18.3m | New |
| UBS Group AG 0.00% of their portfolio | 1.3m $17.8m | Reduced -354.1k |
| Allspring Global Investments Holdings, LLC 0.02% of their portfolio | 1.2m $15.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.2m $16.5m | Added +76.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.1m $15.7m | Added +913.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.0m $14.6m | New |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 982.7k $13.9m | Reduced -2.0m |
| SEI INVESTMENTS CO 0.01% of their portfolio | 969.5k $13.7m | Added +95.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 844.9k $11.9m | Added +1.1k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 814.7k $11.5m | Reduced -7.0k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 812.2k $11.5m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 808.1k $11.4m | Added +259.7k |
| MORGAN STANLEY 0.00% of their portfolio | 801.8k $11.3m | Added +518.1k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 772.1k $10.9m | Unchanged |
| ROYCE & ASSOCIATES LP 0.09% of their portfolio | 753.2k $10.6m | Added +93.2k |
| EQUITEC PROPRIETARY MARKETS, LLC 2.43% of their portfolio | 697.2k $9.8m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 656.6k $9.3m | Reduced -3.0m |
| OBERWEIS ASSET MANAGEMENT INC/ 0.18% of their portfolio | 627.9k $8.9m | Added +127.7k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 612.5k $8.6m | New |
| Valiant Capital Management, L.P. 0.48% of their portfolio | 550.0k $7.8m | New |
| Trexquant Investment LP 0.04% of their portfolio | 506.7k $7.1m | Added +108.6k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 454.6k $6.4m | Reduced -390.1k |
| Vennlight Capital Management, LP 4.10% of their portfolio | 434.0k $6.1m | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 419.1k $5.9m | Reduced -381.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 414.0k $5.8m | Added +358.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 398.2k $5.6m | Added +347.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 388.2k $5.5m | Reduced -679.0k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 387.0k $5.5m | Added +352.0k |
| Global Retirement Partners, LLC 0.08% of their portfolio | 372.6k $5.3m | First filing |
| PANAGORA ASSET MANAGEMENT INC 0.02% of their portfolio | 355.7k $5.0m | New |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.57% of their portfolio | 349.3k $4.9m | Added +146.0k |
| Shannon River Fund Management LLC 0.42% of their portfolio | 333.2k $4.7m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 327.5k $4.6m | Reduced -2.2m |
| Nuveen, LLC 0.00% of their portfolio | 322.7k $4.6m | New |
| Arosa Capital Management LP 3.38% of their portfolio | 275.0k $3.9m | Reduced -300.0k |
| CAPITAL FUND MANAGEMENT S.A. 0.03% of their portfolio | 271.6k $3.8m | Added +229.7k |
| POLEN CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 249.4k $3.5m | Reduced -22.1k |
| Aquatic Capital Management LLC 0.11% of their portfolio | 234.6k $3.3m | Added +225.0k |
| Swiss National Bank 0.00% of their portfolio | 220.6k $3.1m | New |
| Informed Momentum Co LLC 0.27% of their portfolio | 216.3k $3.1m | Reduced -259.2k |
| United Advisor Group, LLC 0.32% of their portfolio | 214.8k $3.0m | New |
| LuminArx Capital Management LP 1.34% of their portfolio | 205.2k $2.9m | New |
| GSA CAPITAL PARTNERS LLP 0.17% of their portfolio | 193.9k $2.7m | Added +149.4k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.05% of their portfolio | 181.0k $2.6m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 173.9k $2.5m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 173.8k $2.5m | Added +130.0k |
| BOOTHBAY FUND MANAGEMENT, LLC 0.04% of their portfolio | 158.2k $2.2m | New |
| XTX Topco Ltd 0.03% of their portfolio | 153.4k $2.2m | Added +76.6k |
| Kingsbury Capital Investment Advisors LLC 1.76% of their portfolio | 147.8k $2.1m | Reduced -41.9k |
| KMT WEALTH MANAGEMENT, LLC 1.76% of their portfolio | 147.8k $2.1m | New |
| Saba Capital Management, L.P. 0.06% of their portfolio | 145.0k $2.0m | Reduced -156.1k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 145.0k $2.1m | Added +144.3k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 140.3k $2.1m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 138.7k $2.0m | New |
| READYSTATE ASSET MANAGEMENT LP 0.08% of their portfolio | 134.8k $1.9m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 134.7k $1.9m | New |
| Palumbo Wealth Management LLC 0.40% of their portfolio | 133.9k $1.9m | Reduced -231.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 126.5k $1.8m | New |
| Hudson Bay Capital Management LP 0.01% of their portfolio | 125.5k $1.8m | Added +60.5k |
| LPL Financial LLC 0.00% of their portfolio | 121.1k $1.7m | Added +3.1k |
| Gotham Asset Management, LLC 0.00% of their portfolio | 117.5k $1.7m | Added +30.9k |
| Covestor Ltd 0.90% of their portfolio | 110.1k $1.6m | New |
| Walleye Capital LLC 0.01% of their portfolio | 109.3k $1.5m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 108.6k $1.5m | Added +7.6k |
| DARK FOREST CAPITAL MANAGEMENT LP 0.09% of their portfolio | 97.1k $1.4m | Added +81.1k |
| Squarepoint Ops LLC 0.00% of their portfolio | 82.2k $1.2m | Reduced -143.2k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 78.7k $1.1m | New |
| MetLife Investment Management, LLC 0.01% of their portfolio | 78.3k $1.1m | New |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 77.6k $1.1m | Reduced -11.9k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 76.9k $1.1m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 76.2k $1.1m | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 73.2k $1.0m | Reduced -741.6k |
| Invesco Ltd. 0.00% of their portfolio | 71.2k $1.0m | New |
| Kestra Advisory Services, LLC 0.00% of their portfolio | 70.4k $992.6k | Reduced -3.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 70.2k $989.5k | New |
| CITIGROUP INC 0.00% of their portfolio | 65.9k $929.4k | Added +49.6k |
| Advisory Services Network, LLC 0.01% of their portfolio | 65.8k $927.6k | Added +25.3k |
| Potomac Capital Management, Inc. 0.66% of their portfolio | 64.0k $902.4k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 61.5k $867.2k | New |
| State of New Jersey Common Pension Fund D 0.00% of their portfolio | 58.6k $825.9k | New |
| THOMPSON DAVIS & CO., INC. 0.48% of their portfolio | 56.4k $794.9k | Added +410 |
| Verition Fund Management LLC 0.01% of their portfolio | 55.0k $775.5k | New |