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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 5,551 | $272.6K | 0.01% | −1,151−17.2% | Reduced |
| SYSTM Wealth Solutions LLC | 5,568 | $273.4K | 0.04% | 00.0% | Unchanged |
| Castleark Management LLC | 5,574 | $273.7K | 0.01% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 6,819 | $274.0K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,590 | $274.5K | 0.01% | −54−1.0% | Reduced |
| J. W. Coons Advisors, LLC | 5,600 | $275.0K | 0.08% | 00.0% | Unchanged |
| Vestcor Inc | 5,620 | $276.0K | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,610 | $276.0K | 0.16% | +5,610 | New |
| Petrus Trust Company, LTA | 5,644 | $277.2K | 0.03% | −8,419−59.9% | Reduced |
| Whittier Trust Co | 5,655 | $277.7K | 0.01% | +4,110+266.0% | Added |
| Aquatic Capital Management LLC | 5,800 | $285.0K | 0.02% | +5,800 | New |
| Psagot Value Holdings Ltd. / (Israel) | 6,010 | $287.0K | 0.12% | +10+0.2% | Added |
| NewEdge Wealth, LLC | 5,875 | $288.5K | 0.01% | +854+17.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,966 | $293.0K | 0.02% | +360+6.4% | Added |
| Eagle Rock Investment Company, LLC | 6,000 | $294.7K | 0.07% | −3,000−33.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,055 | $297.4K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6,099 | $299.5K | 0.16% | +1,319+27.6% | Added |
| Ronald Blue Trust, Inc. | 7,513 | $302.0K | 0.00% | +2,236+42.4% | Added |
| Shelton Capital Management | 6,212 | $305.1K | 0.01% | +6,212 | New |
| Greenleaf Trust | 6,326 | $310.7K | 0.00% | +689+12.2% | Added |
| Westhampton Capital, LLC | 6,400 | $314.3K | 0.20% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 6,413 | $314.9K | 0.01% | +6,413 | New |
| Forum Financial Management, LP | 6,422 | $315.4K | 0.01% | −71−1.1% | Reduced |
| CWM, LLC | 6,430 | $316.0K | 0.00% | +401+6.7% | Added |
| Empirical Finance, LLC | 6,456 | $317.1K | 0.03% | +300+4.9% | Added |
| Independent Advisor Alliance | 6,478 | $318.1K | 0.02% | +6,478 | New |
| Gateway Investment Advisers LLC | 6,522 | $320.3K | 0.00% | −112−1.7% | Reduced |
| Atlas Capital Advisors LLC | 6,524 | $320.4K | 0.05% | +6,524 | New |
| Private Advisor Group, LLC | 6,524 | $320.4K | 0.00% | −8,303−56.0% | Reduced |
| Wealth Alliance | 6,539 | $321.2K | 0.05% | +6,539 | New |
| State of Wyoming | 6,591 | $323.7K | 0.10% | −1,504−18.6% | Reduced |
| Barry Investment Advisors, LLC | 6,684 | $328.3K | 0.11% | −832−11.1% | Reduced |
| Nilsine Partners, LLC | 6,686 | $328.3K | 0.05% | +6,686 | New |
| Malaga Cove Capital, LLC | 6,730 | $330.5K | 0.16% | 00.0% | Unchanged |
| HGK Asset Management Inc | 6,772 | $333.0K | 0.10% | −490−6.7% | Reduced |
| Coldstream Capital Management Inc | 6,889 | $338.3K | 0.01% | +575+9.1% | Added |
| Prudential PLC | 6,919 | $339.8K | 0.00% | −7,998−53.6% | Reduced |
| Veriti Management LLC | 7,011 | $344.3K | 0.04% | +691+10.9% | Added |
| Richard W. Paul & Associates, LLC | 7,094 | $348.4K | 0.16% | +7,094 | New |
| Alpha Omega Wealth Management LLC | 7,135 | $350.4K | 0.06% | −106−1.5% | Reduced |
| Fortis Advisors, LLC | 7,150 | $351.1K | 0.23% | 00.0% | Unchanged |
| PFG Investments, LLC | 7,187 | $353.0K | 0.07% | +7,187 | New |
| American Trust | 7,216 | $354.4K | 0.02% | −122−1.7% | Reduced |
| RMR Wealth Builders | 7,229 | $355.0K | 0.07% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 7,301 | $358.6K | 0.02% | +7,301 | New |
| Veritable, L.P. | 7,331 | $360.0K | 0.01% | +200+2.8% | Added |
| Boston Private Wealth LLC | 7,342 | $360.6K | 0.01% | +1,245+20.4% | Added |
| Ingalls & Snyder LLC | 7,355 | $361.0K | 0.02% | −605−7.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 7,359 | $361.4K | 0.01% | +20+0.3% | Added |
| Pathstone Family Office, LLC | 7,529 | $369.7K | 0.01% | −4,950−39.7% | Reduced |
| Horan Securities, Inc. | 7,625 | $374.5K | 0.19% | +182+2.4% | Added |
| Kula Investments, LLC | 7,664 | $376.4K | 0.09% | +1,316+20.7% | Added |
| Mengis Capital Management, Inc. | 7,750 | $380.6K | 0.08% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 7,951 | $390.4K | 0.02% | +206+2.7% | Added |
| Vantage Consulting Group Inc | 7,963 | $391.1K | 0.22% | −1,542−16.2% | Reduced |
| Syntax Advisors, LLC | 7,963 | $391.1K | 0.30% | −1,542−16.2% | Reduced |
| Guyasuta Investment Advisors Inc | 8,000 | $392.9K | 0.03% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8,010 | $393.4K | 0.02% | +431+5.7% | Added |
| Williams Jones Wealth Management, LLC. | 8,021 | $393.9K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 8,053 | $395.5K | 0.01% | +2,178+37.1% | Added |
| Vinva Investment Management Ltd | 8,304 | $400.3K | 0.03% | +8,304 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 8,331 | $409.0K | 0.03% | −156−1.8% | Reduced |
| Kovack Advisors, Inc. | 8,358 | $410.5K | 0.06% | +282+3.5% | Added |
| MainStreet Investment Advisors LLC | 8,451 | $415.0K | 0.05% | +133+1.6% | Added |
| Raymond James Trust N.A. | 8,488 | $417.0K | 0.01% | −455−5.1% | Reduced |
| Balentine LLC | 8,522 | $418.5K | 0.01% | +528+6.6% | Added |
| Baker Avenue Asset Management, LP | 8,537 | $419.3K | 0.02% | −1,991−18.9% | Reduced |
| NorthCrest Asset Manangement, LLC | 8,548 | $419.8K | 0.02% | +148+1.8% | Added |
| Hillsdale Investment Management Inc. | 8,610 | $422.8K | 0.04% | +8,610 | New |
| Quantitative Investment Management, LLC | 8,631 | $423.0K | 0.09% | −4,323−33.4% | Reduced |
| Ieq Capital, LLC | 8,620 | $423.3K | 0.01% | +3,595+71.5% | Added |
| Rothschild Investment Corp | 8,790 | $432.0K | 0.04% | −800−8.3% | Reduced |
| Little House Capital LLC | 8,836 | $433.9K | 0.20% | +8,836 | New |
| Bokf, NA | 8,888 | $436.5K | 0.01% | −17,678−66.5% | Reduced |
| Contravisory Investment Management, Inc. | 9,138 | $448.8K | 0.13% | +9,138 | New |
| Murphy Pohlad Asset Management LLC | 9,195 | $451.6K | 0.19% | 00.0% | Unchanged |
| First Community Trust NA | 9,240 | $453.8K | 0.54% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 9,304 | $456.9K | 0.02% | +140+1.5% | Added |
| Lombard Odier Asset Management (USA) Corp | 9,323 | $457.9K | 0.08% | +9,323 | New |
| SG Americas Securities, LLC | 9,365 | $460.0K | 0.01% | −1,999−17.6% | Reduced |
| Wealthspire Advisors, LLC | 9,456 | $464.4K | 0.01% | −953−9.2% | Reduced |
| Van Hulzen Asset Management, LLC | 9,600 | $471.0K | 0.04% | −200−2.0% | Reduced |
| First Pacific Financial | 9,831 | $482.8K | 0.22% | −645−6.2% | Reduced |
| Advisors Asset Management, Inc. | 9,867 | $484.6K | 0.01% | +48+0.5% | Added |
| Argyle Capital Management Inc. | 10,100 | $496.0K | 0.17% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 10,298 | $505.0K | 0.02% | −22−0.2% | Reduced |
| Credit Agricole S A | 10,366 | $509.1K | 0.02% | −276−2.6% | Reduced |
| Metropolitan Life Insurance Co | 10,471 | $514.2K | 0.03% | −3,071−22.7% | Reduced |
| Thrivent Financial for Lutherans | 10,483 | $515.0K | 0.00% | +14+0.1% | Added |
| New Mexico Educational Retirement Board | 10,850 | $533.0K | 0.03% | −300−2.7% | Reduced |
| Burney Co | 10,964 | $538.4K | 0.03% | −85−0.8% | Reduced |
| Lighthouse Investment Partners, LLC | 10,982 | $539.3K | 0.05% | +10,982 | New |
| Engineers Gate Manager LP | 11,022 | $541.3K | 0.02% | +2,596+30.8% | Added |
| Beverly Hills Private Wealth, LLC | 11,186 | $549.3K | 0.17% | +1,913+20.6% | Added |
| South Dakota Investment Council | 11,237 | $552.0K | 0.01% | −2,300−17.0% | Reduced |
| Verition Fund Management LLC | 11,489 | $564.2K | 0.01% | +4,309+60.0% | Added |
| Trustmark National Bank Trust Department | 11,549 | $567.2K | 0.05% | +11,549 | New |
| Chiron Capital Management, LLC | 11,600 | $569.7K | 0.40% | −3,600−23.7% | Reduced |
| Boothbay Fund Management, LLC | 11,777 | $578.4K | 0.02% | −1,794−13.2% | Reduced |
| Achmea Investment Management B.V. | 11,911 | $585.0K | 0.02% | 00.0% | Unchanged |