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, Q4 2021
Institutional positions in Borgwarner Inc as of Dec 31, 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
- 634
- +59 vs. Q3 2021
- Shares held
- 219.6M
- −4.60M (−2.0%) vs. Q3 2021
- Total value
- $9.91B
- +$213.8M (+2.2%) vs. Q3 2021
- New holders
- 116
- 213 more added
- Sold out
- 57
- 210 more reduced
12 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 2,118 | $95.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,102 | $94.8K | 0.00% | +255+13.8% | Added |
| Whittier Trust Co | 2,074 | $93.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,983 | $89.0K | 0.03% | 00.0% | Unchanged |
| Estabrook Capital Management | 1,955 | $88.1K | 0.01% | −9−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,811 | $81.0K | 0.00% | +1,260+228.7% | Added |
| Van Eck Associates Corp | 1,750 | $79.0K | 0.00% | +873+99.5% | Added |
| Truvestments Capital LLC | 1,722 | $78.0K | 0.04% | +746+76.4% | Added |
| Harding Loevner LP | 1,613 | $73.0K | 0.00% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 1,507 | $68.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,436 | $65.0K | 0.09% | +1,436 | New |
| Creative Financial Designs Inc | 1,401 | $63.0K | 0.01% | +250+21.7% | Added |
| JFS Wealth Advisors, LLC | 1,247 | $56.0K | 0.01% | +62+5.2% | Added |
| Bedel Financial Consulting, Inc. | 1,233 | $56.0K | 0.02% | +629+104.1% | Added |
| Capital Analysts, LLC | 1,179 | $53.0K | 0.00% | +4+0.3% | Added |
| Koshinski Asset Management, Inc. | 1,154 | $52.0K | 0.00% | +200+21.0% | Added |
| Capstone Investment Advisors, LLC | 1,110 | $50.0K | 0.00% | −9,473−89.5% | Reduced |
| Quadrant Capital Group LLC | 1,058 | $48.0K | 0.01% | −154−12.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1,000 | $45.1K | 0.02% | +1,000 | New |
| Evermay Wealth Management LLC | 1,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,000 | $45.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 969 | $44.0K | 0.00% | −633−39.5% | Reduced |
| Exchange Traded Concepts, LLC | 892 | $40.0K | 0.00% | −231−20.6% | Reduced |
| Exane Derivatives | 834 | $37.6K | 0.01% | −2,506−75.0% | Reduced |
| Westside Investment Management, Inc. | 840 | $37.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 764 | $34.4K | 0.00% | +5+0.7% | Added |
| IndexIQ Advisors LLC | 745 | $34.0K | 0.00% | +745 | New |
| Brewin Dolphin Ltd | 740 | $33.0K | 0.00% | +201+37.3% | Added |
| Tobam | 703 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 700 | $32.0K | 0.00% | +700 | New |
| FourThought Financial, LLC | 694 | $31.0K | 0.00% | −29−4.0% | Reduced |
| Harvest Fund Management Co., Ltd | 671 | $30.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 630 | $28.0K | 0.00% | −401−38.9% | Reduced |
| AdvisorNet Financial, Inc | 631 | $28.0K | 0.00% | −327−34.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 612 | $28.0K | 0.00% | +612 | New |
| Quent Capital, LLC | 625 | $28.0K | 0.01% | +625 | New |
| Steward Partners Investment Advisory, LLC | 575 | $26.0K | 0.00% | −295−33.9% | Reduced |
| CWM, LLC | 576 | $26.0K | 0.00% | +576 | New |
| Private Capital Group, LLC | 557 | $25.0K | 0.01% | −9−1.6% | Reduced |
| Neo Ivy Capital Management | 551 | $25.0K | 0.04% | +551 | New |
| Front Row Advisors LLC | 535 | $24.0K | 0.01% | −18−3.3% | Reduced |
| Hantz Financial Services, Inc. | 530 | $24.0K | 0.00% | +21+4.1% | Added |
| Valley National Advisers Inc | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 505 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 479 | $21.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 468 | $21.0K | 0.00% | −234−33.3% | Reduced |
| Webster Bank, N. A. | 390 | $18.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 409 | $18.0K | 0.00% | +108+35.9% | Added |
| Larson Financial Group LLC | 397 | $18.0K | 0.00% | +394+13,133.3% | Added |
| Lindbrook Capital, LLC | 388 | $17.0K | 0.00% | +307+379.0% | Added |
| Concorde Financial Corp | 363 | $17.0K | 0.01% | +363 | New |
| Vigilant Capital Management, LLC | 349 | $16.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 361 | $16.0K | 0.01% | +361 | New |
| Patriot Financial Group Insurance Agency, LLC | 326 | $15.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 306 | $14.0K | 0.00% | −6−1.9% | Reduced |
| JNBA Financial Advisors | 305 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 300 | $14.0K | 0.01% | +300 | New |
| Aquatic Capital Management LLC | 300 | $14.0K | 0.03% | +300 | New |
| Itau Unibanco Holding S.A. | 269 | $12.0K | 0.00% | +269 | New |
| FinTrust Capital Advisors, LLC | 268 | $12.0K | 0.00% | +268 | New |
| Glen Eagle Advisors, LLC | 251 | $11.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 247 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 246 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 251 | $11.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 237 | $11.0K | 0.00% | +1+0.4% | Added |
| Zions Bancorporation, N.A. | 251 | $11.0K | 0.00% | +172+217.7% | Added |
| EverSource Wealth Advisors, LLC | 244 | $11.0K | 0.00% | +244 | New |
| Loomis Sayles & Co L P | 232 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 227 | $10.0K | 0.00% | +141+164.0% | Added |
| First Personal Financial Services | 225 | $10.0K | 0.00% | +225 | New |
| Graves-Light Private Wealth Management, Inc. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 197 | $9.00K | 0.00% | +90+84.1% | Added |
| Tarbox Family Office, Inc. | 185 | $8.00K | 0.00% | −8−4.1% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 170 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 169 | $8.00K | 0.00% | +30+21.6% | Added |
| Glassman Wealth Services | 169 | $8.00K | 0.00% | +88+108.6% | Added |
| Northwest Investment Counselors, LLC | 175 | $8.00K | 0.00% | +175 | New |
| Providence Capital Advisors, LLC | 149 | $7.00K | 0.00% | +149 | New |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| TSFG, LLC | 123 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 135 | $6.00K | 0.00% | +97+255.3% | Added |
| Brown Brothers Harriman & Co | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 110 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 109 | $5.00K | 0.00% | +9+9.0% | Added |
| Independence Bank of Kentucky | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 114 | $5.00K | 0.00% | +114 | New |
| Mystic Asset Management, Inc. | 105 | $5.00K | 0.00% | +105 | New |
| Prestige Wealth Management Group LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $4.00K | 0.00% | +100 | New |
| Gradient Investments LLC | 90 | $4.00K | 0.00% | +90 | New |
| Signet Financial Management, LLC | 80 | $4.00K | 0.00% | +80 | New |