Borgwarner Inc
BWA- Exchange
- NYSE
- Industry
- Motor Vehicle Parts & Accessories
- SEC CIK
- 0000908255
In the last 90 days, Borgwarner Inc insiders filed 1 open-market purchase and 7 sales; 818 institutions reported holding it in 13F filings for Q2 2026, worth $14.2B in total; superinvestors Harris Associates (Oakmark) and Soros Fund Management hold it.
13F holders, Q3 2021
Institutional positions in Borgwarner Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 587
- −37 vs. Q2 2021
- Shares held
- 224.5M
- −815.8K (−0.4%) vs. Q2 2021
- Total value
- $9.71B
- −$1.22B (−11.2%) vs. Q2 2021
- New holders
- 45
- 213 more added
- Sold out
- 82
- 235 more reduced
8 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BWA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 818 | $14.2B |
| Q1 2026 | 716 | $11.2B |
| Q4 2025 | 673 | $9.74B |
| Q3 2025 | 643 | $9.36B |
| Q2 2025 | 594 | $7.28B |
| Q1 2025 | 569 | $6.33B |
| Q4 2024 | 631 | $6.98B |
| Q3 2024 | 610 | $7.82B |
| Q2 2024 | 637 | $7.14B |
| Q1 2024 | 655 | $7.75B |
| Q4 2023 | 679 | $7.94B |
| Q3 2023 | 684 | $9.05B |
| Q2 2023 | 733 | $10.8B |
| Q1 2023 | 711 | $10.7B |
| Q4 2022 | 651 | $8.70B |
| Q3 2022 | 602 | $6.82B |
| Q2 2022 | 614 | $7.32B |
| Q1 2022 | 613 | $8.61B |
| Q4 2021 | 634 | $9.91B |
| Q3 2021 | 587 | $9.71B |
| Q2 2021 | 632 | $10.9B |
| Q1 2021 | 595 | $10.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Credit Agricole S A | 3 | $0 | 0.00% | −671−99.6% | Reduced |
| Larson Financial Group LLC | 3 | $0 | 0.00% | −525−99.4% | Reduced |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $86 | 0.00% | – | – |
| Raffa Wealth Management, LLC | 23 | $994 | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 13 | $1.00K | 0.00% | −2,420−99.5% | Reduced |
| AllSquare Wealth Management LLC | 24 | $1.00K | 0.00% | −1,166−98.0% | Reduced |
| Carroll Financial Associates, Inc. | 28 | $1.00K | 0.00% | −245−89.7% | Reduced |
| Jones Financial Companies LLLP | 32 | $1.00K | 0.00% | −98−75.4% | Reduced |
| Sandy Spring Bank | 15 | $1.00K | 0.00% | +15 | New |
| MCF Advisors LLC | 15 | $1.00K | 0.00% | +15 | New |
| Ellevest, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Meridian Wealth Partners, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Sutton Wealth Advisors Inc. | 26 | $1.12K | 0.00% | −29−52.7% | Reduced |
| Concord Wealth Partners | 38 | $2.00K | 0.00% | −104−73.2% | Reduced |
| Sargent Bickham Lagudis LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 56 | $2.00K | 0.00% | +56 | New |
| TCI Wealth Advisors, Inc. | 60 | $3.00K | 0.00% | −95−61.3% | Reduced |
| Zions Bancorporation, N.A. | 79 | $3.00K | 0.00% | −18−18.6% | Reduced |
| Sonora Investment Management, LLC | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $3.00K | 0.00% | +58 | New |
| Glassman Wealth Services | 81 | $4.00K | 0.00% | −40−33.1% | Reduced |
| Resolute Partners Group | 103 | $4.00K | 0.00% | −18−14.9% | Reduced |
| Massmutual Trust Co FSB | 86 | $4.00K | 0.00% | −12−12.2% | Reduced |
| Barrett Asset Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 81 | $4.00K | 0.00% | +5+6.6% | Added |
| Prestige Wealth Management Group LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 76 | $4.00K | 0.00% | −4−5.0% | Reduced |
| Independence Bank of Kentucky | 100 | $4.00K | 0.00% | +100 | New |
| Aspire Private Capital, LLC | 122 | $5.00K | 0.00% | −9,043−98.7% | Reduced |
| Sentry Investment Management LLC | 110 | $5.00K | 0.00% | −16−12.7% | Reduced |
| Farmers & Merchants Investments Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 107 | $5.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 126 | $5.00K | 0.00% | +126 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 130 | $5.62K | 0.01% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| Sierra Capital LLC | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 193 | $8.00K | 0.00% | +25+14.9% | Added |
| Graves-Light Private Wealth Management, Inc. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 232 | $10.0K | 0.00% | −261,859−99.9% | Reduced |
| Smithfield Trust Co | 240 | $10.0K | 0.00% | −4,248−94.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 236 | $10.0K | 0.00% | +100+73.5% | Added |
| Glen Eagle Advisors, LLC | 251 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 251 | $11.0K | 0.00% | −1,211−82.8% | Reduced |
| JJJ Advisors Inc. | 247 | $11.0K | 0.00% | −40−13.9% | Reduced |
| Peregrine Capital Management LLC | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 246 | $11.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 301 | $13.0K | 0.00% | −1,070−78.0% | Reduced |
| JNBA Financial Advisors | 305 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 300 | $13.0K | 0.01% | +300 | New |
| Allworth Financial LP | 312 | $13.0K | 0.00% | +312 | New |
| Parkside Financial Bank & Trust | 325 | $14.0K | 0.00% | +14+4.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 326 | $14.0K | 0.00% | +164+101.2% | Added |
| Plante Moran Financial Advisors, LLC | 352 | $15.0K | 0.00% | +352 | New |
| Vigilant Capital Management, LLC | 349 | $15.0K | 0.00% | +349 | New |
| Huntington National Bank | 364 | $16.0K | 0.00% | −751−67.4% | Reduced |
| Webster Bank, N. A. | 390 | $17.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 433 | $19.0K | 0.00% | +178+69.8% | Added |
| Arkadios Wealth Advisors | 479 | $20.0K | 0.00% | +1+0.2% | Added |
| Community Bank, N.A. | 475 | $20.0K | 0.00% | +375+375.0% | Added |
| Atlas Capital Advisors LLC | 479 | $20.7K | 0.00% | −2,412−83.4% | Reduced |
| Hantz Financial Services, Inc. | 509 | $22.0K | 0.00% | −44−8.0% | Reduced |
| Ancora Advisors, LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 505 | $22.0K | 0.00% | +499+8,316.7% | Added |
| Valley National Advisers Inc | 500 | $22.0K | 0.00% | +500 | New |
| Rockefeller Capital Management L.P. | 551 | $23.0K | 0.00% | +508+1,181.4% | Added |
| Brewin Dolphin Ltd | 539 | $23.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 553 | $24.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 566 | $25.0K | 0.01% | −1,541−73.1% | Reduced |
| Bedel Financial Consulting, Inc. | 604 | $26.0K | 0.01% | +2+0.3% | Added |
| Jacobi Capital Management LLC | 631 | $27.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 671 | $28.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 708 | $29.0K | 0.00% | −610−46.3% | Reduced |
| Cutler Group LP | 702 | $30.0K | 0.00% | −1,700−70.8% | Reduced |
| Tobam | 703 | $30.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 723 | $31.0K | 0.00% | −137−15.9% | Reduced |
| TD Private Client Wealth LLC | 759 | $32.8K | 0.00% | −292−27.8% | Reduced |
| Westside Investment Management, Inc. | 840 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 834 | $36.0K | 0.01% | 00.0% | Unchanged |