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, Q1 2023
Institutional positions in Borgwarner Inc as of Mar 31, 2023. 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
- 711
- +66 vs. Q4 2022
- Shares held
- 221.3M
- +3.79M (+1.7%) vs. Q4 2022
- Total value
- $10.7B
- +$2.06B (+23.7%) vs. Q4 2022
- New holders
- 126
- 260 more added
- Sold out
- 60
- 224 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Borgwarner Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| SkyView Investment Advisors, LLC | 9 | $0 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | – | $98 | 0.00% | – | – |
| Core Alternative Capital | 5 | $246 | 0.00% | +5 | New |
| True Wealth Design, LLC | 8 | $393 | 0.00% | +1+14.3% | Added |
| Toth Financial Advisory Corp | 9 | $442 | 0.00% | +9 | New |
| 25 LLC | 11 | $496 | 0.00% | +11 | New |
| Beacon Capital Management, LLC | 10 | $502 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $540 | 0.00% | +6+120.0% | Added |
| Delos Wealth Advisors, LLC | 11 | $541 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $632 | 0.00% | −7−35.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $688 | 0.00% | +14 | New |
| TFC Financial Management | 16 | $786 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 17 | $841 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 18 | $884 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $982 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 20 | $982 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22 | $1.08K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $1.13K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 23 | $1.13K | 0.00% | +23 | New |
| Syverson Strege & Co | 24 | $1.18K | 0.00% | +24 | New |
| BerganKDV Wealth Management, LLC | 33 | $1.61K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 35 | $1.72K | 0.00% | +35 | New |
| Trust Co of Vermont | 37 | $1.82K | 0.00% | +35+1,750.0% | Added |
| Hexagon Capital Partners LLC | 40 | $1.96K | 0.00% | +39+3,900.0% | Added |
| Baystate Wealth Management LLC | 43 | $2.14K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 49 | $2.41K | 0.00% | −10−16.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 49 | $2.41K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $2.46K | 0.00% | −200−80.0% | Reduced |
| Disciplined Investments, LLC | 50 | $2.46K | 0.00% | +2+4.2% | Added |
| Sutton Wealth Advisors Inc. | 51 | $2.50K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 51 | $2.50K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 52 | $2.55K | 0.00% | −63−54.8% | Reduced |
| Trifecta Capital Advisors, LLC | 52 | $2.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 53 | $2.60K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 56 | $2.76K | 0.00% | +56 | New |
| Kelly Financial Services LLC | 57 | $2.80K | 0.00% | +57 | New |
| PrairieView Partners, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 65 | $3.00K | 0.00% | +65 | New |
| Red Tortoise LLC | 63 | $3.09K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 75 | $3.62K | 0.00% | +75 | New |
| SJS Investment Consulting Inc. | 74 | $3.63K | 0.00% | +12+19.4% | Added |
| Cutler Group LP | 100 | $4.00K | 0.00% | −580−85.3% | Reduced |
| Gradient Investments LLC | 99 | $4.86K | 0.00% | +9+10.0% | Added |
| Piershale Financial Group, Inc. | 100 | $4.91K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $4.91K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 103 | $5.06K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 106 | $5.22K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 110 | $5.40K | 0.00% | +110 | New |
| Financial Management Professionals, Inc. | 130 | $6.00K | 0.00% | +23+21.5% | Added |
| Schubert & Co | 143 | $7.02K | 0.01% | +40+38.8% | Added |
| Fisher Asset Management, LLC | 145 | $7.12K | 0.00% | +145 | New |
| Farmers & Merchants Investments Inc | 145 | $7.12K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 160 | $7.86K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 182 | $8.94K | 0.00% | +182 | New |
| CVA Family Office, LLC | 185 | $9.09K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 185 | $9.09K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 188 | $9.23K | 0.00% | +188 | New |
| Bell Investment Advisors, Inc | 190 | $9.33K | 0.00% | −4−2.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 200 | $9.82K | 0.00% | +200 | New |
| Steward Financial Group LLC | 207 | $10.0K | 0.00% | +109+111.2% | Added |
| Column Capital Advisors, LLC | 220 | $10.8K | 0.00% | +220 | New |
| First Personal Financial Services | 225 | $11.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 250 | $12.3K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 255 | $12.5K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 255 | $12.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 281 | $13.8K | 0.00% | +281 | New |
| Proffitt & Goodson Inc | 282 | $13.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 292 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $14.7K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 300 | $15.0K | 0.00% | +300 | New |
| JJJ Advisors Inc. | 312 | $15.2K | 0.00% | +8+2.6% | Added |
| Geneos Wealth Management Inc. | 311 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 319 | $15.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 336 | $17.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 366 | $18.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 375 | $18.4K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 387 | $19.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 389 | $19.1K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 389 | $19.1K | 0.00% | +159+69.1% | Added |
| Bartlett & Co. Wealth Management LLC | 400 | $19.6K | 0.00% | +200+100.0% | Added |
| Bartlett & Co. LLC | 400 | $20.0K | 0.00% | +200+100.0% | Added |
| Carolinas Wealth Consulting LLC | 419 | $20.6K | 0.00% | +1+0.2% | Added |
| GeoWealth Management, LLC | 435 | $21.0K | 0.00% | +435 | New |
| Clear Street Markets LLC | 461 | $23.0K | 0.01% | +225+95.3% | Added |
| Glassman Wealth Services | 469 | $23.0K | 0.00% | +200+74.3% | Added |
| GWM Advisors LLC | 494 | $24.2K | 0.00% | −3,287−86.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 500 | $24.6K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 500 | $24.6K | 0.01% | +500 | New |
| Assetmark, Inc | 504 | $24.8K | 0.00% | −14−2.7% | Reduced |
| Huntington National Bank | 506 | $24.9K | 0.00% | +151+42.5% | Added |
| Asset Dedication, LLC | 505 | $25.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 527 | $25.9K | 0.00% | +21+4.2% | Added |
| EverSource Wealth Advisors, LLC | 565 | $27.7K | 0.00% | +9+1.6% | Added |
| AdvisorNet Financial, Inc | 609 | $29.9K | 0.00% | −90−12.9% | Reduced |
| Westside Investment Management, Inc. | 640 | $31.4K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 697 | $34.0K | 0.02% | −2−0.3% | Reduced |
| TCI Wealth Advisors, Inc. | 768 | $37.7K | 0.00% | +1+0.1% | Added |