As of the latest SEC filings, Babcock & Wilcox Enterprises, Inc. (BW) is held by 57 institutional funds. The largest fund shareholder is Hood River Small-Cap Growth Fund (HRSMX), holding an estimated $88,638,343.56 in market value, representing 1.70% of its portfolio.
Funds holding Babcock & Wilcox Enterprises, Inc. (BW)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BW
- CIK:
- 0001630805
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
HRSMX
Hood River Small-Cap Growth Fund
|
MF | Independent / Boutique | 1.70% | $88,638,343.56 | 6,033,924 | Mar 31, 2026 | May 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $49,494,062.15 | 3,369,235 | Mar 31, 2026 | May 28, 2026 |
|
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
|
ETF | Independent / Boutique | 1.93% | $45,386,347.12 | 2,109,031 | Apr 30, 2026 | Jun 22, 2026 |
|
PRJIX
T. Rowe Price New Horizons Fund, Inc.
|
MF | T. Rowe Price | 0.12% | $14,987,134.63 | 1,020,227 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $14,293,663.80 | 973,020 | Mar 31, 2026 | May 28, 2026 |
|
CGOAX
Columbia Small Cap Growth Fund
|
MF | Columbia Threadneedle | 0.40% | $12,854,894.26 | 1,450,891 | Feb 28, 2026 | Apr 27, 2026 |
|
NINLX
Neuberger Intrinsic Value Fund
|
MF | Neuberger Berman | 0.89% | $11,579,107.42 | 1,306,897 | Feb 28, 2026 | Apr 24, 2026 |
|
HRNOX
Hood River New Opportunities Fund
|
MF | Independent / Boutique | 1.65% | $10,848,271.20 | 738,480 | Mar 31, 2026 | May 29, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.08% | $10,479,977.08 | 545,548 | Mar 31, 2026 | May 26, 2026 |
|
OBMCX
Oberweis Micro-Cap Fund
|
MF | Independent / Boutique | 0.67% | $7,052,669.00 | 480,100 | Mar 31, 2026 | May 29, 2026 |
|
DMCRX
Driehaus Micro Cap Growth Fund
|
MF | Independent / Boutique | 1.22% | $5,579,012.27 | 379,783 | Mar 31, 2026 | May 27, 2026 |
|
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
|
ETF | Independent / Boutique | 0.23% | $5,496,321.73 | 219,239 | Apr 30, 2026 | Jun 22, 2026 |
|
ROFRX
Royce Small-Cap Opportunity Fund
|
MF | Independent / Boutique | 0.44% | $4,991,955.80 | 339,820 | Mar 31, 2026 | May 21, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $4,013,872.38 | 453,033 | Feb 28, 2026 | Apr 24, 2026 |
|
-
Columbia Variable Portfolio - Small Company Growth Fund
|
ETF | Columbia Threadneedle | 1.60% | $3,434,316.34 | 233,786 | Mar 31, 2026 | May 28, 2026 |
|
CFSSX
Column Small Cap Select Fund
|
MF | Independent / Boutique | 0.18% | $3,117,780.84 | 351,894 | Feb 28, 2026 | Apr 23, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.00% | $2,105,400.18 | 143,322 | Mar 31, 2026 | May 28, 2026 |
|
-
Adara Smaller Companies Fund
|
ETF | Independent / Boutique | 0.24% | $1,829,474.82 | 206,487 | Feb 28, 2026 | Apr 28, 2026 |
|
CTASX
Calamos Timpani Small Cap Growth Fund
|
MF | Calamos | 0.24% | $1,778,615.82 | 113,577 | Apr 30, 2026 | Jun 26, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,422,464.14 | 160,549 | Feb 28, 2026 | Apr 24, 2026 |
|
PRDSX
T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund
|
MF | T. Rowe Price | 0.02% | $1,318,897.58 | 89,782 | Mar 31, 2026 | May 28, 2026 |
|
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
ETF | Morgan Stanley | 0.16% | $1,157,434.96 | 130,636 | Feb 28, 2026 | Apr 27, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $1,121,365.90 | 126,565 | Feb 28, 2026 | Apr 24, 2026 |
|
BRSIX
Ultra-Small Company Market Fund
|
MF | Independent / Boutique | 0.86% | $1,057,680.00 | 72,000 | Mar 31, 2026 | May 21, 2026 |
|
ICAP
Infrastructure Capital Equity Income ETF
|
ETF | Independent / Boutique | 0.98% | $921,528.35 | 47,137 | Feb 28, 2026 | Apr 21, 2026 |
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