Babcock & Wilcox Enterprises, Inc. (BW) shareholders
BWNYSEHeating Equipment, Except Electric & Warm Air FurnacesFiscal year ends December 31Also trades as BW.PA
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 9, 2026Score 6/301% below fair value
$4.56−0.30 (-6.17%)
Close on Nov 13, 2026Market cap $679.28MP/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
131M
Shares held, 13F filers
Institutional holders
201
86 new, 34 sold out
Net institutional buying
26M
In Q2 2026
Insider trades, 12 months
12 buys · 1 sales
Net sold $9.40M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Bryant R. Riley Joint filing with BRC Group Holdings, Inc. (24.70%), B. Riley Securities, Inc. (14.00%) and 1 more | 27,664,353 | 24.90% | 13D (active) amendment | Feb 11, 2026 |
| B. Riley Securities, Inc. | 15,573,362 | 15.80% | 13D (active) | Mar 31, 2025 |
| Hood River Capital Management LLC | 10,648,389 | 9.58% | 13G (passive) | Dec 31, 2025 |
| BlackRock, Inc. | 9,748,917 | 6.60% | 13G (passive) | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 7,659,376 | 5.10% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BW | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| B. Riley Financial, Inc. | 27,446,522 | – | $387.00M | – | 89.26% |
| Hood River Capital Management LLC | 13,689,679 | – | $193.02M | +2,085,991 | 1.40% |
| BlackRock, Inc. | 11,350,106 | – | $160.04M | +9,732,099 | 0.00% |
| Ameriprise Financial Inc | 7,659,376 | – | $108.00M | +4,055,825 | 0.02% |
| Vanguard Capital Management LLC | 5,987,572 | – | $84.42M | +1,534,936 | 0.00% |
| Gendell Jeffrey L | 5,142,978 | – | $72.52M | +16,910 | 0.64% |
| Marshall Wace, Llp | 3,913,419 | – | $55.18M | +502,257 | 0.04% |
| Neuberger Berman Group LLC | 3,282,114 | – | $46.28M | −1,770,923 | 0.03% |
| Geode Capital Management, LLC | 3,209,585 | – | $45.26M | +2,258,458 | 0.00% |
| State Street Corp | 2,960,292 | – | $41.74M | +2,547,578 | 0.00% |
| Driehaus Capital Management LLC | 2,337,212 | – | $32.95M | −43,401 | 0.19% |
| Value Aligned Research Advisors, LLC | 2,238,024 | – | $31.56M | New | 0.08% |
| Price T Rowe Associates Inc /Md/ | 2,225,293 | – | $31.38M | +371,660 | 0.00% |
| Cooper Creek Partners Management LLC | 2,194,765 | – | $30.95M | +1,159,715 | 0.73% |
| Situational Awareness LP | 2,027,451 | – | $28.59M | +673,551 | 0.14% |
| Legal & General Group Plc | 1,619,975 | – | $22.84M | +578,570 | 0.00% |
| Millennium Management LLC | 1,346,695 | – | $18.99M | −2,021,989 | 0.01% |
| Voya Investment Management LLC | 1,318,145 | – | $18.59M | New | 0.02% |
| Wellington Management Group Llp | 1,295,031 | – | $18.26M | New | 0.00% |
| UBS Group AG | 1,260,179 | – | $17.77M | −354,099 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 201 | 131M | 86 / 62 | 41 / 34 | 46M | 20M |
| Q1 2026 | 153 | 107M | 54 / 54 | 30 / 26 | 32M | 11M |
| Q4 2025 | 129 | 93M | 53 / 36 | 22 / 15 | 30M | 7M |
| Q3 2025 | 94 | 72M | 30 / 23 | 17 / 7 | 22M | 6M |
| Q2 2025 | 73 | 56M | 6 / 18 | 23 / 25 | 3M | 13M |
| Q1 2025 | 93 | 67M | 6 / 21 | 39 / 25 | 2M | 6M |
| Q4 2024 | 112 | 70M | 26 / 36 | 26 / 9 | 10M | 8M |
| Q3 2024 | 96 | 68M | 13 / 26 | 32 / 32 | 9M | 8M |
| Q2 2024 | 116 | 68M | 38 / 23 | 37 / 23 | 5M | 12M |
| Q1 2024 | 101 | 75M | 18 / 30 | 34 / 20 | 11M | 10M |
| Q4 2023 | 104 | 74M | 18 / 45 | 25 / 51 | 12M | 14M |
| Q3 2023 | 137 | 76M | 24 / 43 | 41 / 13 | 6M | 7M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
106 funds held BW in Q2 2026, 33% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BW | Value | % of fund | As of |
|---|---|---|---|---|---|
| Hood River Small-Cap Growth Fund | 6,619,469 | – | $93.33M | 1.40% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 4,493,056 | – | $63.35M | 0.00% | Jun 30, 2026 |
| Columbia Small Cap Growth Fund | 4,466,877 | – | $82.41M | 2.24% | May 31, 2026 |
| iShares Russell 2000 ETF | 3,474,894 | – | $49.00M | 0.06% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 1,466,625 | – | $13.67M | 0.04% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 1,349,426 | – | $19.03M | 0.02% | Jun 30, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 1,344,397 | – | $18.96M | 0.13% | Jun 30, 2026 |
| Hood River New Opportunities Fund | 1,205,815 | – | $17.00M | 1.34% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 1,187,278 | – | $16.74M | 0.12% | Jun 30, 2026 |
| Allspring Special Small Cap Value Fund | 873,884 | – | $12.32M | 0.42% | Jun 30, 2026 |
| Voya Small Cap Growth Fund | 802,967 | – | $14.81M | 0.70% | May 31, 2026 |
| Neuberger Intrinsic Value Fund | 761,525 | – | $14.05M | 0.93% | May 31, 2026 |
| Oberweis Micro-Cap Fund | 606,000 | – | $8.54M | 0.53% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 504,502 | – | $9.31M | 0.02% | May 31, 2026 |
| Driehaus Micro Cap Growth Fund | 368,058 | – | $5.19M | 0.87% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Kenneth M. Young | Chief Executive Officer, Director | 1,992,021 | Nov 13, 2026 |
| Cameron M. Frymyer | Chief Financial Officer | 373,081 | Aug 7, 2026 |
| John J. Dziewisz | General Counsel & Secretary | 409,720 | Jun 2, 2026 |
| Christopher S. Riker | Chief Operating Officer | 301,327 | Sep 5, 2025 |
| Jimmy B. Morgan | Chief Commercial Officer | 584,813 | Aug 11, 2025 |
| Louis Salamone Jr | Chief Financial Officer | 583,045 | Dec 10, 2024 |
| Joseph A. Tato | Director | 217,338 | Nov 13, 2026 |
| Philip D. Moeller | Director | 243,809 | Nov 13, 2026 |
| Alan B. Howe | Director | 252,600 | Nov 12, 2026 |
| Dr. Homaira Akbari | Director | 53,021 | May 19, 2026 |
| Naomi Louise Boness | Director | 142,780 | May 19, 2026 |
| Rebecca L. Stahl | Director | 230,763 | May 19, 2026 |
| Henry E. Bartoli | Director | 488,187 | Nov 21, 2025 |
| BRF Investments, LLC | 10% owner | 27,878,818 | Nov 12, 2026 |
| B. Riley Securities, Inc. | 10% owner | 27,827,883 | Nov 12, 2026 |
| BRC Group Holdings, Inc. | 10% owner | 27,794,353 | Nov 12, 2026 |
| Bryant R. Riley | 10% owner | 27,918,818 | Nov 12, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Kenneth M. Young Chief Executive Officer, Director | Nov 13, 2026 | Buy | +10,000 | $4.35 | $43.50K | 1,719,254 |
| Philip D. Moeller Director | Nov 12, 2026 | Buy | +3,000 | $4.65 | $13.95K | 243,809 |
| Joseph A. Tato Director | Nov 11, 2026 | Buy | +8,304 | $5.27 | $43.76K | 217,338 |
| Joseph A. Tato Director | Nov 11, 2026 | Buy | +1,696 | $5.26 | $8.93K | 209,034 |
| Alan B. Howe Director | Nov 11, 2026 | Buy | +1,000 | $5.14 | $5.14K | 14,000 |
| BRC Group Holdings, Inc. 10% owner | Nov 11, 2026 | Buy | +35,000 | $4.98 | $174.35K | 80,431 |
| BRC Group Holdings, Inc. 10% owner | Nov 11, 2026 | Buy | +35,000 | $4.98 | $174.36K | 80,436 |
| BRC Group Holdings, Inc. 10% owner | Nov 11, 2026 | Buy | +60,000 | $4.98 | $298.88K | 103,810 |
| Alan B. Howe Director | Aug 18, 2026 | Gift | +165,994 | – | – | 238,600 |
| Alan B. Howe Director | Aug 18, 2026 | Gift | −165,994 | – | – | 0 |
| Philip D. Moeller Director | Aug 13, 2026 | Buy | +5,000 | $9.50 | $47.50K | 240,809 |
| Kenneth M. Young Chief Executive Officer, Director | Aug 12, 2026 | Buy | +7,000 | $9.65 | $67.55K | 1,709,254 |
| Kenneth M. Young Chief Executive Officer, Director | Aug 7, 2026 | Option exercise | +50,000 | $9.38 | $469.00K | 1,727,304 |
| Kenneth M. Young Chief Executive Officer, Director | Aug 7, 2026 | Tax withholding | −25,050 | $9.38 | $234.97K | 1,702,254 |
| Cameron M. Frymyer Chief Financial Officer | Aug 7, 2026 | Tax withholding | −17,096 | $9.38 | $160.36K | 373,081 |
| Cameron M. Frymyer Chief Financial Officer | Aug 7, 2026 | Option exercise | +38,333 | $9.38 | $359.56K | 390,177 |
| Kenneth M. Young Chief Executive Officer, Director | Aug 5, 2026 | Option exercise | +41,667 | $10.14 | $422.50K | 1,698,179 |
| Kenneth M. Young Chief Executive Officer, Director | Aug 5, 2026 | Tax withholding | −20,875 | $10.14 | $211.67K | 1,677,304 |
| Cameron M. Frymyer Chief Financial Officer | Aug 5, 2026 | Option exercise | +33,333 | $10.14 | $338.00K | 366,710 |
| Cameron M. Frymyer Chief Financial Officer | Aug 5, 2026 | Tax withholding | −14,866 | $10.14 | $150.74K | 351,844 |
| Cameron M. Frymyer Chief Financial Officer | Aug 4, 2026 | Option exercise | +16,667 | $9.52 | $158.67K | 340,810 |
| Cameron M. Frymyer Chief Financial Officer | Aug 4, 2026 | Tax withholding | −7,433 | $9.52 | $70.76K | 333,377 |
| John J. Dziewisz General Counsel & Secretary | May 29, 2026 | Option exercise | +115,000 | $19.18 | $2.21M | 409,718 |
| John J. Dziewisz General Counsel & Secretary | May 29, 2026 | Option exercise | +53,334 | $19.18 | $1.02M | 412,337 |
| John J. Dziewisz General Counsel & Secretary | May 29, 2026 | Tax withholding | −23,520 | $19.18 | $451.11K | 388,817 |
| John J. Dziewisz General Counsel & Secretary | May 29, 2026 | Tax withholding | −50,715 | $19.18 | $972.71K | 359,003 |
| John J. Dziewisz General Counsel & Secretary | May 29, 2026 | Option exercise | +50,000 | $19.18 | $959.00K | 438,817 |
| John J. Dziewisz General Counsel & Secretary | May 29, 2026 | Tax withholding | −22,050 | $19.18 | $422.92K | 416,767 |
| Joseph A. Tato Director | May 15, 2026 | Returned to company | −46,750 | $21.22 | $992.04K | 207,338 |
| Joseph A. Tato Director | May 15, 2026 | Option exercise | +85,000 | $21.22 | $1.80M | 254,088 |
| Rebecca L. Stahl Director | May 15, 2026 | Option exercise | +85,000 | $21.22 | $1.80M | 230,763 |
| Rebecca L. Stahl Director | May 15, 2026 | Returned to company | −46,750 | $21.22 | $992.04K | 184,013 |
| Naomi Louise Boness Director | May 15, 2026 | Returned to company | −46,750 | $21.22 | $992.04K | 142,780 |
| Naomi Louise Boness Director | May 15, 2026 | Option exercise | +85,000 | $21.22 | $1.80M | 189,530 |
| Dr. Homaira Akbari Director | May 15, 2026 | Option exercise | +3,021 | $21.22 | $64.11K | 53,021 |
| Philip D. Moeller Director | May 15, 2026 | Option exercise | +85,000 | $21.22 | $1.80M | 282,559 |
| Philip D. Moeller Director | May 15, 2026 | Returned to company | −46,750 | $21.22 | $992.04K | 235,809 |
| Alan B. Howe Director | May 15, 2026 | Returned to company | −46,750 | $21.22 | $992.04K | 165,994 |
| Alan B. Howe Director | May 15, 2026 | Option exercise | +85,000 | $21.22 | $1.80M | 212,744 |
| Cameron M. Frymyer Chief Financial Officer | Mar 18, 2026 | Buy | +1,285 | $14.76 | $18.97K | 324,143 |
| Kenneth M. Young Chief Executive Officer, Director | Mar 18, 2026 | Buy | +7,000 | $15.15 | $106.05K | 1,656,512 |
| Cameron M. Frymyer Chief Financial Officer | Mar 16, 2026 | Option exercise | +225,000 | $10.51 | $2.36M | 423,208 |
| Cameron M. Frymyer Chief Financial Officer | Mar 16, 2026 | Tax withholding | −100,350 | $10.51 | $1.05M | 322,858 |
| John J. Dziewisz General Counsel & Secretary | Mar 16, 2026 | Option exercise | +25,000 | $10.51 | $262.75K | 305,868 |
| John J. Dziewisz General Counsel & Secretary | Mar 16, 2026 | Tax withholding | −11,150 | $10.51 | $117.19K | 294,718 |
| Kenneth M. Young Chief Executive Officer, Director | Mar 16, 2026 | Option exercise | +250,000 | $10.51 | $2.63M | 1,769,137 |
| Kenneth M. Young Chief Executive Officer, Director | Mar 16, 2026 | Tax withholding | −119,625 | $10.51 | $1.26M | 1,649,512 |
| John J. Dziewisz General Counsel & Secretary | Mar 5, 2026 | Option exercise | +75,000 | $13.29 | $996.75K | 314,381 |
| John J. Dziewisz General Counsel & Secretary | Mar 5, 2026 | Tax withholding | −33,513 | $13.29 | $445.39K | 280,868 |
| Cameron M. Frymyer Chief Financial Officer | Mar 5, 2026 | Option exercise | +75,000 | $13.29 | $996.75K | 231,658 |
| Cameron M. Frymyer Chief Financial Officer | Mar 5, 2026 | Tax withholding | −33,450 | $13.29 | $444.55K | 198,208 |
| Kenneth M. Young Chief Executive Officer, Director | Mar 5, 2026 | Option exercise | +150,000 | $13.29 | $1.99M | 1,594,287 |
| Kenneth M. Young Chief Executive Officer, Director | Mar 5, 2026 | Tax withholding | −75,150 | $13.29 | $998.74K | 1,519,137 |
| BRC Group Holdings, Inc. 10% owner | Feb 11, 2026 | Sale | −1,155,382 | $9.00 | $10.40M | 0 |
| Henry E. Bartoli Director | Nov 21, 2025 | Option exercise | +85,000 | $6.08 | $516.80K | 488,187 |
| Kenneth M. Young Chief Executive Officer, Director | Nov 12, 2025 | Buy | +1,500 | $7.13 | $10.70K | 1,444,287 |
| Kenneth M. Young Chief Executive Officer, Director | Nov 12, 2025 | Buy | +1,675 | $7.16 | $11.99K | 272,767 |
| Cameron M. Frymyer Chief Financial Officer | Nov 12, 2025 | Buy | +2,853 | $7.05 | $20.11K | 156,658 |
| Kenneth M. Young Chief Executive Officer, Director | Sep 5, 2025 | Buy | +9,347 | $2.14 | $20.00K | 271,092 |
| Philip D. Moeller Director | Aug 27, 2025 | Buy | +10,000 | $1.86 | $18.60K | 197,559 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
15.33%
15M shares short
Days to cover
4.0
At 4M shares a day
Change since last report
-10.8%
From 17M shares
Short volume, 20 days
53.9%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Babcock & Wilcox Enterprises's stock actually held short. Settlement fails (shares not delivered on time) peaked at 52,640 shares on Sep 1, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| John J. Dziewisz Former Affiliate | Aug 12, 2026 | 410,862 | $3.99M | Aug 12, 2026 | RSU / PSU - See Remarks |
| John J. Dziewisz Former Affiliate | Aug 10, 2026 | 5,963 | $56.47K | Aug 10, 2026 | Restricted Stock Lapse |
| John J. Dziewisz Officer | Aug 8, 2025 | 2,915 | $3.91K | Aug 8, 2025 | Restricted Stock Lapse |
| John J. Dziewisz Officer | Jul 31, 2025 | 2,551 | $2.36K | Jul 31, 2025 | Restricted Stock Lapse |
| John J. Dziewisz Officer | Aug 15, 2024 | 2,733 | $2.87K | Aug 15, 2024 | Restricted Stock Lapse |
| John J. Dziewisz Officer | Aug 1, 2024 | 2,551 | $3.46K | Aug 1, 2024 | Restricted Stock Lapse |
| John J. Dziewisz Officer | Aug 31, 2023 | 2,551 | $12.91K | Aug 31, 2023 | Restricted Stock Lapse |
| John J. Dziewisz Officer | Aug 30, 2023 | 2,733 | $13.91K | Aug 30, 2023 | Restricted Stock Lapse |
| John J. Dziewisz Officer | Aug 16, 2023 | 2,050 | $10.46K | Aug 16, 2023 | Restricted Stock Lapse |
| Buckler Joseph T Officer | Aug 11, 2023 | 6,000 | $31.98K | Aug 11, 2023 | Performance Award Lapse |
| Buckler Joseph T Officer | Jul 28, 2023 | 4,000 | $21.65K | Jul 28, 2023 | Performance Award Lapse |
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