TIDEWATER INC NEW TDW
COM · Common Stock · CUSIP 88642R109 · ISIN US88642R1095
American corporation providing marine services to the offshore petroleum industry
* 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 ($1.8m this quarter). Holder counts are more reliable. Shares outstanding: 49.5m as of 2025-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $46.13. Options: 17 managers hold calls ($68.5m notional), 15 hold puts ($76.2m).
Trends to Q2 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 138 |
| Q4 2022 | 190 |
| Q1 2023 | 195 |
| Q2 2023 | 229 |
| Q3 2023 | 266 |
| Q4 2023 | 256 |
| Q1 2024 | 282 |
| Q2 2024 | 315 |
| Q3 2024 | 310 |
| Q4 2024 | 298 |
| Q1 2025 | 299 |
| Q2 2025 | 307 |
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 2023 | 148 | 100 |
| Q4 2023 | 111 | 151 |
| Q1 2024 | 145 | 131 |
| Q2 2024 | 169 | 134 |
| Q3 2024 | 155 | 170 |
| Q4 2024 | 162 | 156 |
| Q1 2025 | 160 | 150 |
| Q2 2025 | 168 | 165 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $60.6m | $44.9m | 0.74 |
| Q4 2024 | $53.6m | $43.2m | 0.81 |
| Q1 2025 | $47.0m | $53.6m | 1.14 |
| Q2 2025 | $68.5m | $76.2m | 1.11 |
Biggest buyers
| UBS Group AG | Added | +842.3k |
| FEDERATED HERMES, INC. | New | +611.3k |
| AMERICAN CENTURY COMPANIES INC | Added | +414.5k |
| NEUBERGER BERMAN GROUP LLC | Added | +300.9k |
| BlackRock, Inc. | Added | +282.0k |
| Boston Partners | Added | +260.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +241.6k |
| AMERIPRISE FINANCIAL INC | Added | +220.5k |
| Sagil Capital LLP | Added | +202.5k |
| Hosking Partners LLP | Added | +186.6k |
Biggest sellers
| FMR LLC | Reduced | -581.0k |
| Praetorian PR LLC | Sold out | -455.0k |
| HSBC HOLDINGS PLC | Reduced | -415.7k |
| CITADEL ADVISORS LLC | Reduced | -328.8k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold out | -267.6k |
| VANGUARD GROUP INC | Reduced | -243.8k |
| GOLDENTREE ASSET MANAGEMENT LP | Reduced | -243.8k |
| VAN ECK ASSOCIATES CORP | Reduced | -231.3k |
| JANE STREET GROUP, LLC | Sold out | -199.0k |
| MORGAN STANLEY | Reduced | -178.5k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $11.9m257.3k shares |
| CITADEL ADVISORS LLC | Added | $10.9m236.1k shares |
| PEAK6 LLC | Added | $10.2m221.0k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $9.5m206.3k shares |
| Flat Footed LLC | Unchanged | $8.1m174.6k shares |
| JANE STREET GROUP, LLC | Added | $4.7m100.9k shares |
| GROUP ONE TRADING LLC | Added | $3.1m67.6k shares |
| WOLVERINE TRADING, LLC | Added | $2.3m48.7k shares |
| IMC-Chicago, LLC | Reduced | $1.9m40.9k shares |
| TUDOR INVESTMENT CORP ET AL | Reduced | $1.7m37.4k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $20.4m442.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $14.6m316.4k shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $11.8m254.9k shares |
| GROUP ONE TRADING LLC | Added | $4.6m99.3k shares |
| SIMPLEX TRADING, LLC | Added | $4.3m93.6k shares |
| JANE STREET GROUP, LLC | Added | $4.3m92.8k shares |
| Walleye Trading LLC | Added | $3.9m84.1k shares |
| D. E. Shaw & Co., Inc. | Added | $3.4m74.7k shares |
| WOLVERINE TRADING, LLC | Added | $3.2m67.7k shares |
| IMC-Chicago, LLC | Added | $3.0m64.2k 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 filed 2025-02-05 | 13.6% |
| PRICE T ROWE ASSOCIATES INC /MD/ 13G · institution -2.4 pts · filed 2026-05-15 | 6.5% |
| Neuberger Berman Group LLC 13G · institution new · filed 2025-02-04 | 5.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.4% |
ROBOTTI ROBERT
13D · may seek influence
new · filed 2024-12-20
Stated purposeMr. Robotti serves on the Board of Directors of the Issuer and on the Compensation and Human Capital Committee and the Nominating and Governance of the Board of Directors. The Reporting Persons are long-term, buy-and-hold investors. Depending on various factors including, without limitation, the Issuer's financial position and investment strategy, business and market conditions, the Reporting Persons' continuing evaluation of the business and prospects of the Issuer, the price levels of the securities of the Issuer, conditions in the securities markets and general economic and industry conditions, the Reporting Persons may in the future purchase additional securities of the Issuer or sell some or all of their securities of the Issuer. Presently the Reporting Persons have no plans or … Full filing |
5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2025
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 |
|---|---|---|---|---|---|
| Q3 2023 | 1 | $10.5m | 2 | $2.7m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 3 | $3.7m | — |
| Q2 2024 | 0 | — | 8 | $142.6m | — |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 2 | $3.1m | 0 | — | — |
| Q1 2025 | 1 | $1.1m | 0 | — | — |
| Q2 2025 | 1 | $1.1m | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-04 | ROBOTTI ROBERT Director · See Footnote | Bought | $630.8k15.0k shares |
| 2025-06-03 | ROBOTTI ROBERT Director · See Footnote | Bought | $421.4k10.0k shares |
| 2025-05-30 | ROBOTTI ROBERT Director · See Footnote | Bought | $22.7k560 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 2025
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.01% of their portfolio | 7.3m $335.4m | Added +282.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 5.1m $235.3m | Reduced -243.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.02% of their portfolio | 4.1m $191.3m | Added +241.6k |
| NEUBERGER BERMAN GROUP LLC 0.13% of their portfolio | 3.5m $163.6m | Added +300.9k |
| ROBOTTI ROBERT 22.88% of their portfolio | 3.0m $136.2m | Added +94.9k |
| STATE STREET CORP 0.00% of their portfolio | 1.8m $84.6m | Reduced -77.7k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.5m $71.0m | Reduced -67.6k |
| UBS Group AG 0.01% of their portfolio | 1.3m $61.9m | Added +842.3k |
| FMR LLC 0.00% of their portfolio | 1.2m $54.1m | Reduced -581.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $51.7m | Added +1.4k |
| THIRD AVENUE MANAGEMENT LLC 8.33% of their portfolio | 875.2k $40.4m | Added +65.9k |
| FRONTIER CAPITAL MANAGEMENT CO LLC 0.32% of their portfolio | 744.2k $34.3m | Added +92.9k |
| GOLDENTREE ASSET MANAGEMENT LP 3.25% of their portfolio | 731.3k $33.7m | Reduced -243.8k |
| MORGAN STANLEY 0.00% of their portfolio | 720.5k $33.2m | Reduced -178.5k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.20% of their portfolio | 652.7k $30.1m | Reduced -35.3k |
| VAN ECK ASSOCIATES CORP 0.03% of their portfolio | 646.7k $29.8m | Reduced -231.3k |
| PILGRIM GLOBAL ADVISORS LLC 5.98% of their portfolio | 612.9k $28.3m | Reduced -8.7k |
| FEDERATED HERMES, INC. 0.05% of their portfolio | 611.3k $28.2m | New |
| Hosking Partners LLP 1.07% of their portfolio | 580.8k $26.8m | Added +186.6k |
| Cerity Partners LLC 0.05% of their portfolio | 564.0k $26.0m | Added +60.6k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 556.5k $25.7m | Added +414.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 532.2k $24.5m | Added +45.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 481.0k $22.2m | Reduced -5.0k |
| VILLERE ST DENIS J & CO LLC 2.04% of their portfolio | 460.9k $21.3m | Reduced -19.8k |
| Empire Life Investments Inc. 1.11% of their portfolio | 378.3k $17.5m | Reduced -1.4k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 358.6k $16.5m | Added +220.5k |
| Sagil Capital LLP 8.80% of their portfolio | 354.5k $16.4m | Added +202.5k |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 0.96% of their portfolio | 339.7k $15.7m | Added +3.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 330.1k $15.2m | Reduced -32.3k |
| Pacer Advisors, Inc. 0.04% of their portfolio | 322.8k $14.9m | Reduced -129.8k |
| VALUEWORKS LLC 4.90% of their portfolio | 322.6k $14.9m | Added +3.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio | 298.9k $13.8m | Added +14.9k |
| Condire Management, LP 1.90% of their portfolio | 285.9k $13.2m | Unchanged |
| Boston Partners 0.02% of their portfolio | 283.7k $14.1m | Added +260.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 279.8k $12.9m | Reduced -6.3k |
| AEGIS FINANCIAL CORP 7.51% of their portfolio | 276.5k $12.8m | Added +74.8k |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 242.6k $11.2m | Added +11.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 235.9k $10.9m | Reduced -59.4k |
| Invesco Ltd. 0.00% of their portfolio | 227.4k $10.5m | Added +24.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 205.1k $9.5m | Reduced -72.3k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.15% of their portfolio | 195.2k $9.0m | Reduced -32.5k |
| CenterBook Partners LP 0.48% of their portfolio | 187.7k $8.7m | Added +63.3k |
| Naviter Wealth, LLC 1.04% of their portfolio | 182.2k $8.4m | Added +75.3k |
| HARBOR CAPITAL ADVISORS, INC. 0.35% of their portfolio | 179.4k $8.3m | Reduced -136 |
| Lloyd Harbor Capital Management, LLC 5.50% of their portfolio | 170.0k $7.8m | Added +70.0k |
| CX Institutional 0.27% of their portfolio | 168.1k $7.8m | Added +114.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio | 166.8k $7.7m | Added +61.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 155.7k $7.2m | Added +132.5k |
| Public Sector Pension Investment Board 0.03% of their portfolio | 155.1k $7.2m | Added +2.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 151.4k $7.0m | Reduced -5.0k |
| Corigliano Investment Advisers, LLC 2.01% of their portfolio | 138.1k $6.4m | New |
| Driehaus Capital Management LLC 0.05% of their portfolio | 134.6k $6.2m | New |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 134.5k $6.2m | Added +3.0k |
| GRIZZLYROCK CAPITAL, LLC 4.66% of their portfolio | 134.2k $6.2m | Added +7.9k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 127.6k $5.9m | New |
| PINNACLE ASSOCIATES LTD 0.08% of their portfolio | 126.0k $5.8m | Added +72.8k |
| De Lisle Partners LLP 0.81% of their portfolio | 123.8k $5.7m | Unchanged |
| American Family Investments, Inc. 0.30% of their portfolio | 119.8k $5.5m | Unchanged |
| J. Goldman & Co LP 0.17% of their portfolio | 118.6k $5.5m | New |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 112.9k $5.2m | New |
| Nuveen, LLC 0.00% of their portfolio | 110.4k $5.1m | Reduced -23.1k |
| Moerus Capital Management LLC 2.01% of their portfolio | 102.2k $4.7m | Unchanged |
| River Road Asset Management, LLC 0.06% of their portfolio | 101.8k $5.1m | Added +47.0k |
| First Pacific Advisors, LP 0.06% of their portfolio | 95.0k $4.4m | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 94.3k $4.4m | Added +37.0k |
| Legal & General Group Plc 0.00% of their portfolio | 93.4k $4.3m | Reduced -1.3k |
| CAXTON ASSOCIATES LLP 0.11% of their portfolio | 89.2k $4.1m | New |
| WITTENBERG INVESTMENT MANAGEMENT, INC. 1.61% of their portfolio | 79.7k $3.7m | Added +48.6k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 77.3k $3.6m | Reduced -328.8k |
| PHILADELPHIA TRUST CO 0.27% of their portfolio | 76.2k $3.5m | Reduced -7.1k |
| VALUE HOLDINGS MANAGEMENT CO. LLC 0.61% of their portfolio | 75.0k $3.5m | Added +21.8k |
| Aquatic Capital Management LLC 0.07% of their portfolio | 74.4k $3.4m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 72.3k $3.3m | Added +16.3k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 69.3k $3.2m | Unchanged |
| Verition Fund Management LLC 0.02% of their portfolio | 67.1k $3.1m | Reduced -674 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 66.8k $3.1m | Reduced -25.1k |
| Neo Ivy Capital Management 0.93% of their portfolio | 63.1k $2.9m | New |
| Main Street Financial Solutions, LLC 0.21% of their portfolio | 61.6k $2.8m | New |
| FIRST MANHATTAN CO. LLC. 0.01% of their portfolio | 60.9k $2.8m | Added +8.8k |
| Old West Investment Management, LLC 0.91% of their portfolio | 59.9k $2.8m | Added +664 |
| Amitell Capital Pte Ltd 1.51% of their portfolio | 58.5k $2.7m | Unchanged |
| CoreCommodity Management, LLC 0.42% of their portfolio | 54.8k $2.5m | Added +363 |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 52.3k $2.4m | Added +115 |
| Holocene Advisors, LP 0.01% of their portfolio | 50.0k $2.3m | Added +6.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 48.5k $2.2m | Reduced -11.2k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 48.3k $2.2m | Reduced -21.3k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 48.1k $2.2m | Added +771 |
| Mraz, Amerine & Associates, Inc. 0.35% of their portfolio | 47.9k $2.2m | Added +4.6k |
| Hara Capital LLC 1.37% of their portfolio | 47.9k $2.2m | Added +12.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 46.1k $2.1m | Added +1.3k |
| CI INVESTMENTS INC. 0.01% of their portfolio | 46.1k $2.1m | Added +17.7k |
| Orchard Capital Management, LLC 2.34% of their portfolio | 45.9k $2.1m | Reduced -56.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 45.7k $2.1m | Reduced -36.5k |
| CITIGROUP INC 0.00% of their portfolio | 44.8k $2.1m | Reduced -27.8k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 44.4k $387.1k | Added +43.5k |
| BOKF, NA 0.03% of their portfolio | 40.0k $1.8m | New |
| JANUS HENDERSON GROUP PLC 0.00% of their portfolio | 37.7k $1.7m | Reduced -5.8k |
| GROUP ONE TRADING LLC 0.06% of their portfolio | 37.1k $1.7m | Added +27.0k |
| Gotham Asset Management, LLC 0.01% of their portfolio | 37.1k $1.7m | Added +4.5k |
| COMERICA BANK 0.01% of their portfolio | 36.7k $1.7m | Added +361 |