Vault-13

SEADRILL LTD SDRL

COM · Common Stock · CUSIP G7997W102

245 institutional holders +42 vs Q4 2025
62,710,41962.7m shares reported held*
100.3% of all shares outstanding*
$2.8bnreported value*
58 new 82 added 66 reduced 20 sold out net sold ≈ $101.3m (-2.2m shares)

* 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 ($12.5m this quarter). Holder counts are more reliable. Shares outstanding: 62.5m as of 2026-05-06, 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 ≈ $45.32. Options: 4 managers hold calls ($6.7m notional), 6 hold puts ($7.4m).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q4 22: 34Q1 23: 67Q2 23: 102Q3 23: 142Q4 23: 153Q1 24: 181Q2 24: 195Q3 24: 199Q4 24: 200Q1 25: 192Q2 25: 188Q3 25: 206Q4 25: 203Q1 26: 245245Q4 22Q3 23Q2 24Q1 25Q1 26
Numbers
QuarterHolders
Q4 202234
Q1 202367
Q2 2023102
Q3 2023142
Q4 2023153
Q1 2024181
Q2 2024195
Q3 2024199
Q4 2024200
Q1 2025192
Q2 2025188
Q3 2025206
Q4 2025203
Q1 2026245

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 24: 117 bought or addedQ2 24: 85 cut or sold outQ3 24: 116 bought or addedQ3 24: 101 cut or sold outQ3 24Q4 24: 115 bought or addedQ4 24: 104 cut or sold outQ1 25: 110 bought or addedQ1 25: 92 cut or sold outQ1 25Q2 25: 115 bought or addedQ2 25: 87 cut or sold outQ3 25: 111 bought or addedQ3 25: 83 cut or sold outQ3 25Q4 25: 98 bought or addedQ4 25: 107 cut or sold outQ1 26: 140 bought or addedQ1 26: 86 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202411785
Q3 2024116101
Q4 2024115104
Q1 202511092
Q2 202511587
Q3 202511183
Q4 202598107
Q1 202614086

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30mQ2 25 calls: $22.3mQ2 25 puts: $16.8mQ2 25P/C 0.75Q3 25 calls: $16.5mQ3 25 puts: $1.7mQ3 25P/C 0.11Q4 25 calls: $8.7mQ4 25 puts: $124.6kQ4 25P/C 0.01Q1 26 calls: $6.7mQ1 26 puts: $7.4mQ1 26P/C 1.11
Numbers
QuarterCallsPutsP/C
Q2 2025$22.3m$16.8m0.75
Q3 2025$16.5m$1.7m0.11
Q4 2025$8.7m$124.6k0.01
Q1 2026$6.7m$7.4m1.11

Biggest buyers

Merewether Investment Management, LP New +867,338+867.3k
UBS Group AG Added +830,504+830.5k
Goehring & Rozencwajg Associates, LLC Added +529,884+529.9k
BNP PARIBAS FINANCIAL MARKETS Added +429,126+429.1k
Qube Research & Technologies Ltd Added +415,336+415.3k
CITADEL ADVISORS LLC Added +401,954+402.0k
Packer & Co Ltd Added +366,000+366.0k
DIMENSIONAL FUND ADVISORS LP Added +326,835+326.8k
BARCLAYS PLC Added +247,066+247.1k
AMERICAN CENTURY COMPANIES INC Added +214,159+214.2k

Biggest sellers

CANYON CAPITAL ADVISORS LLC Reduced -2,480,283-2.5m
Thomist Capital Management, LP Sold out -1,835,718-1.8m
ADAGE CAPITAL PARTNERS GP, L.L.C. Reduced -1,021,504-1.0m
Walleye Capital LLC Reduced -824,568-824.6k
Tejara Capital Ltd Reduced -311,549-311.5k
SummitTX Capital, L.P. Reduced -299,495-299.5k
BANK OF AMERICA CORP /DE/ Reduced -266,950-266.9k
DNB Asset Management AS Reduced -238,400-238.4k
Lloyd Harbor Capital Management, LLC Sold out -220,000-220.0k
T. Rowe Price Investment Management, Inc. Reduced -212,783-212.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $4.7m102.9k shares
JANE STREET GROUP, LLC Reduced $1.6m34.2k shares
IMC-Chicago, LLC New $259.4k5.7k shares
CITADEL ADVISORS LLC Reduced $227.5k5.0k shares

Biggest puts

Dockside LLC New $6.4m141.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $541.5k11.9k shares
CITADEL ADVISORS LLC New $259.4k5.7k shares
GROUP ONE TRADING LLC Added $127.4k2.8k shares
WOLVERINE ASSET MANAGEMENT LLC Reduced $50.0k1.1k shares
SIMPLEX TRADING, LLC New $22.8k500 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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2025-07-16 7.3% 4.5m≈ $171.8m 2025-07-16
DIMENSIONAL FUND ADVISORS LP 13G · institution new · filed 2025-01-23 5.4% new 3.5m≈ $130.8m 2025-01-23
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-28 5.0% new 3.2m≈ $119.1m 2026-04-28

Fell to 5% or below in the last year: Elliott Investment Management L.P. (4.9%, 2026-10-08), CANYON CAPITAL ADVISORS LLC (2.0%, 2026-05-18), Adage Capital Management, L.P. (3.9%, 2026-05-13), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)

Insider purchases and sales in Q1 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.

None reported in Q1 2026.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,948,2724.9m $225.1m $225.1m 0.00% Reduced -38.6k -38,630
2 Elliott Investment Management L.P. 1.35% of their portfolio WEST PALM BEACH, FL 4,719,0854.7m $214.7m $214.7m 1.35% Added +160.3k +160,327
3 UBS Group AG 0.03% of their portfolio ZURICH, V8 3,805,9493.8m $173.2m $173.2m 0.03% Added +830.5k +830,504
4 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 3,553,2813.6m $161.7m $161.7m 0.03% Added +326.8k +326,835
5 VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 2,690,4692.7m $122.4m $122.4m 0.00% First filing
6 ADAGE CAPITAL PARTNERS GP, L.L.C. 0.17% of their portfolio Boston, MA 2,463,4362.5m $112.1m $112.1m 0.17% Reduced -1.0m -1,021,504
7 Goehring & Rozencwajg Associates, LLC 5.99% of their portfolio NEW YORK, NY 2,449,5652.4m $111.5m $111.5m 5.99% Added +529.9k +529,884
8 Patient Capital Management, LLC 3.65% of their portfolio BALTIMORE, MD 2,152,6852.2m $97.9m $97.9m 3.65% Added +98.9k +98,888
9 BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio PARIS, I0 2,104,7542.1m $95.8m $95.8m 0.06% Added +429.1k +429,126
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,805,2321.8m $82.1m $82.1m 0.00% Added +97.7k +97,705
11 CITADEL ADVISORS LLC 0.05% of their portfolio MIAMI, FL 1,679,2461.7m $76.4m $76.4m 0.05% Added +402.0k +401,954
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,452,2451.5m $66.1m $66.1m 0.00% Added +43.5k +43,471
13 AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio KANSAS CITY, MO 1,430,7431.4m $65.1m $65.1m 0.03% Added +214.2k +214,159
14 Condire Management, LP 5.63% of their portfolio DALLAS, TX 1,279,9681.3m $58.2m $58.2m 5.63% Unchanged
15 CANYON CAPITAL ADVISORS LLC 7.44% of their portfolio DALLAS, TX 1,261,7791.3m $57.4m $57.4m 7.44% Reduced -2.5m -2,480,283
16 FMR LLC 0.00% of their portfolio BOSTON, MA 1,176,5521.2m $53.5m $53.5m 0.00% Added +142.0k +141,988
17 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 1,007,8191.0m $34.9m $34.9m 0.01% Reduced -19.2k -19,214
18 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 991,549991.5k $45.1m $45.1m 0.01% Reduced -171.6k -171,619
19 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 956,495956.5k $43.5m $43.5m 0.01% Reduced -181.8k -181,780
20 BARCLAYS PLC 0.02% of their portfolio LONDON, X0 951,105951.1k $43.3m $43.3m 0.02% Added +247.1k +247,066
21 Webs Creek Capital Management LP 7.07% of their portfolio DALLAS, TX 896,939896.9k $40.8m $40.8m 7.07% Added +21.8k +21,792
22 Merewether Investment Management, LP 0.76% of their portfolio DALLAS, TX 867,338867.3k $39.5m $39.5m 0.76% New
23 Sagefield Capital LP 2.72% of their portfolio DALLAS, TX 831,355831.4k $37.8m $37.8m 2.72% Reduced -89.9k -89,920
24 Qube Research & Technologies Ltd 0.05% of their portfolio LONDON, X0 822,881822.9k $37.4m $37.4m 0.05% Added +415.3k +415,336
25 Hosking Partners LLP 1.28% of their portfolio LONDON, X0 782,944782.9k $35.6m $35.6m 1.28% Added +68.8k +68,794
26 VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio MALVERN, PA 776,988777.0k $35.4m $35.4m 0.00% First filing
27 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 718,762718.8k $32.7m $32.7m 0.00% Added +84.3k +84,334
28 DNB Asset Management AS 0.10% of their portfolio Oslo, Q8 620,783620.8k $28.2m $28.2m 0.10% Reduced -238.4k -238,400
29 Packer & Co Ltd 10.43% of their portfolio COTTESLOE, C3 613,080613.1k $27.9m $27.9m 10.43% Added +366.0k +366,000
30 T. Rowe Price Investment Management, Inc. 0.02% of their portfolio BALTIMORE, MD 547,475547.5k $24.9m $24.9m 0.02% Reduced -212.8k -212,783
31 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 544,278544.3k $24.8m $24.8m 0.00% Added +20.7k +20,733
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 513,099513.1k $23.3m $23.3m 0.00% Reduced -6.1k -6,124
33 ING GROEP NV 0.12% of their portfolio AMSTERDAM, P7 434,513434.5k $19.8m $19.8m 0.12% Unchanged
34 SYSTEMATIC FINANCIAL MANAGEMENT LP 0.44% of their portfolio TEANECK, NJ 422,369422.4k $19.2m $19.2m 0.44% Reduced -9.7k -9,674
35 VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio MALVERN, PA 411,821411.8k $18.7m $18.7m 0.00% First filing
36 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 387,160387.2k $17.6m $17.6m 0.00% Reduced -266.9k -266,950
37 AQR CAPITAL MANAGEMENT LLC 0.01% of their portfolio Greenwich, CT 383,736383.7k $17.5m $17.5m 0.01% Added +4.8k +4,754
38 Man Group plc 0.04% of their portfolio LONDON, X0 382,953383.0k $17.4m $17.4m 0.04% Added +170.1k +170,086
39 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.34% of their portfolio HOUSTON, TX 374,079374.1k $17.0m $17.0m 0.34% Reduced -39.6k -39,642
40 Squarepoint Ops LLC 0.03% of their portfolio NEW YORK, NY 352,600352.6k $16.0m $16.0m 0.03% Reduced -6.2k -6,156
41 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.03% of their portfolio TORONTO, A6 342,645342.6k $15.6m $15.6m 0.03% Added +11.8k +11,774
42 Contrarius Group Holdings Ltd 0.82% of their portfolio Hamilton, D0 318,958319.0k $14.5m $14.5m 0.82% Added +71.9k +71,864
43 SIR Capital Management, L.P. 1.28% of their portfolio NEW YORK, NY 301,799301.8k $13.7m $13.7m 1.28% Added +147.6k +147,600
44 Empowered Funds, LLC 0.08% of their portfolio NEWTOWN SQUARE, PA 265,749265.7k $12.1m $12.1m 0.08% Reduced -19.9k -19,882
45 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 256,423256.4k $11.7m $11.7m 0.00% Added +5.8k +5,842
46 683 Capital Management, LLC 1.06% of their portfolio NEW YORK, NY 250,000250.0k $11.4m $11.4m 1.06% Added +50.0k +50,000
47 Monaco Asset Management SAM 3.18% of their portfolio Monaco, O9 219,671219.7k $10.0m $10.0m 3.18% Reduced -38.9k -38,876
48 THOMPSON SIEGEL & WALMSLEY LLC 0.17% of their portfolio RICHMOND, VA 215,484215.5k $9.8m $9.8m 0.17% Reduced -86.2k -86,206
49 Balyasny Asset Management L.P. 0.02% of their portfolio Chicago, IL 203,778203.8k $9.3m $9.3m 0.02% New
50 Oceanic Investment Management LTD 7.27% of their portfolio DOUGLAS, Y8 187,850187.8k $8.5m $8.5m 7.27% Added +83.0k +83,022
51 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 181,147181.1k $8.2m $8.2m 0.00% Reduced -5.4k -5,415
52 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 170,178170.2k $7.7m $7.7m 0.00% Added +21.3k +21,284
53 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 162,855162.9k $7.4m $7.4m 0.00% Added +129.0k +128,959
54 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 162,424162.4k $7.2m $7.2m 0.00% New
55 Foresight Global Investors, Inc. 4.76% of their portfolio PURCHASE, NY 161,105161.1k $7.3m $7.3m 4.76% Reduced -82.6k -82,601
56 Edgestream Partners, L.P. 0.24% of their portfolio Princeton, NJ 158,279158.3k $7.2m $7.2m 0.24% Added +61.8k +61,791
57 Jump Financial, LLC 0.10% of their portfolio Chicago, IL 145,555145.6k $6.6m $6.6m 0.10% New
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 141,066141.1k $6.4m $6.4m 0.00% Added +9.3k +9,280
59 Azarias Capital Management, L.P. 2.79% of their portfolio West Chester, PA 136,645136.6k $6.2m $6.2m 2.79% New
60 ROBOTTI ROBERT 0.94% of their portfolio NEW YORK, NY 131,860131.9k $6.0m $6.0m 0.94% Added +113.0k +112,950
61 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 130,146130.1k $5.9m $5.9m 0.00% Reduced -187.8k -187,789
62 NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio NEW YORK, NY 128,085128.1k $5.8m $5.8m 0.00% Added +2.1k +2,092
63 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 123,465123.5k $5.6m $5.6m 0.02% Added +72.6k +72,562
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 119,860119.9k $5.4m $5.4m 0.00% Reduced -22.4k -22,443
65 Swiss National Bank 0.00% of their portfolio ZURICH, V8 117,200117.2k $5.3m $5.3m 0.00% Added +600 +600
66 FIL Ltd 0.00% of their portfolio HAMILTON, D0 113,262113.3k $5.2m $5.2m 0.00% New
67 Hartree Partners, LP 1.06% of their portfolio NEW YORK, NY 107,300107.3k $4.9m $4.9m 1.06% New
68 Walleye Capital LLC 0.03% of their portfolio NEW YORK, NY 104,524104.5k $4.8m $4.8m 0.03% Reduced -824.6k -824,568
69 SG Americas Securities, LLC 0.01% of their portfolio NEW YORK, NY 101,474101.5k $4.6m $4.6m 0.01% Added +89.2k +89,185
70 LONESTAR CAPITAL MANAGEMENT LLC 2.45% of their portfolio San Francisco, CA 100,000100.0k $4.5m $4.5m 2.45% Reduced -100.0k -100,000
71 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 99,31599.3k $4.5m $4.5m 0.00% Reduced -31.9k -31,873
72 Assenagon Asset Management S.A. 0.01% of their portfolio SENNINGERBERG, N4 98,79698.8k $4.5m $4.5m 0.01% Unchanged
73 Pinpoint Asset Management (Singapore) Pte. Ltd. 1.05% of their portfolio SINGAPORE, U0 97,79797.8k $4.4m $4.4m 1.05% Added +68.9k +68,909
74 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 93,47693.5k $4.3m $4.3m 0.01% Added +2.1k +2,120
75 Glenorchy Capital Ltd 2.00% of their portfolio BOOROLITE, C3 81,47781.5k $3.7m $3.7m 2.00% New
76 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 81,32281.3k $3.7m $3.7m 0.00% Added +192 +192
77 Atom Investors LP 0.24% of their portfolio AUSTIN, TX 74,89674.9k $3.4m $3.4m 0.24% Added +15.2k +15,199
78 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 74,73574.7k $3.4m $3.4m 0.00% Reduced -2.9k -2,925
79 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 72,90972.9k $3.3m $3.3m 0.00% Added +14.9k +14,901
80 Hara Capital LLC 1.65% of their portfolio BELLEVUE, WA 72,67472.7k $3.3m $3.3m 1.65% Added +21.6k +21,590
81 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 71,91671.9k $3.3m $3.3m 0.01% Added +34.4k +34,436
82 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 70,00070.0k $3.2m $3.2m 0.00% Added +6.2k +6,169
83 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 69,36669.4k $3.2m $3.2m 0.00% Added +15.9k +15,888
84 DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 0.66% of their portfolio Singapore, U0 66,30066.3k $3.0m $3.0m 0.66% New
85 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 64,66464.7k $2.9m $2.9m 0.00% Reduced -17.6k -17,576
86 BOOTHBAY FUND MANAGEMENT, LLC 0.07% of their portfolio NEW YORK, NY 63,82763.8k $2.9m $2.9m 0.07% Added +28.4k +28,445
87 Tejara Capital Ltd 0.84% of their portfolio London, X0 56,31956.3k $2.6m $2.6m 0.84% Reduced -311.5k -311,549
88 LMR Partners LLP 0.02% of their portfolio LONDON, X0 55,36355.4k $2.5m $2.5m 0.02% New
89 Orvieto Partners, L.P. 2.14% of their portfolio BOSTON, MA 55,00055.0k $2.5m $2.5m 2.14% Reduced -44.5k -44,500
90 XTX Topco Ltd 0.04% of their portfolio LONDON, X0 53,97754.0k $2.5m $2.5m 0.04% New
91 Mountain Lake Investment Management LLC 1.52% of their portfolio SAN FRANCISCO, CA 51,81251.8k $2.4m $2.4m 1.52% Reduced -75.7k -75,651
92 State of New Jersey Common Pension Fund D 0.01% of their portfolio TRENTON, NJ 50,30050.3k $2.3m $2.3m 0.01% Reduced -18.3k -18,346
93 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 49,13949.1k $2.2m $2.2m 0.00% Reduced -11.6k -11,598
94 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 47,22547.2k $2.1m $2.1m 0.00% Reduced -43.7k -43,661
95 First Eagle Investment Management, LLC 0.00% of their portfolio NEW YORK, NY 47,00047.0k $2.1m $2.1m 0.00% Reduced -1.1k -1,100
96 VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio London, EC4N 8AF, X0 44,97345.0k $2.0m $2.0m 0.00% First filing
97 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 42,79842.8k $1.9m $1.9m 0.00% Added +35.9k +35,937
98 MILFAM LLC 1.83% of their portfolio Stuart, FL 40,00040.0k $1.8m $1.8m 1.83% First filing
99 IEQ CAPITAL, LLC 0.01% of their portfolio Foster City, CA 39,64639.6k $1.8m $1.8m 0.01% Reduced -27.2k -27,248
100 Legal & General Group Plc 0.00% of their portfolio London, X0 39,17339.2k $1.8m $1.8m 0.00% Reduced -6.6k -6,647