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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 5,655 | $277.7K | 0.01% | +4,110+266.0% | Added |
| Petrus Trust Company, LTA | 5,644 | $277.2K | 0.03% | −8,419−59.9% | Reduced |
| Vestcor Inc | 5,620 | $276.0K | 0.01% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 5,610 | $276.0K | 0.16% | +5,610 | New |
| J. W. Coons Advisors, LLC | 5,600 | $275.0K | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 5,590 | $274.5K | 0.01% | −54−1.0% | Reduced |
| FDx Advisors, Inc. | 6,819 | $274.0K | 0.01% | 00.0% | Unchanged |
| Castleark Management LLC | 5,574 | $273.7K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,568 | $273.4K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,551 | $272.6K | 0.01% | −1,151−17.2% | Reduced |
| Paragon Capital Management Ltd | 5,427 | $266.5K | 0.06% | −25−0.5% | Reduced |
| CX Institutional | 5,404 | $263.3K | 0.01% | +5,404 | New |
| Ascent Group, LLC | 5,346 | $262.5K | 0.03% | +5,346 | New |
| LGT Fund Management Co Ltd. | 5,300 | $260.3K | 0.11% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 5,269 | $258.8K | 0.01% | +5,269 | New |
| Pinnacle Wealth Planning Services, Inc. | 5,266 | $258.6K | 0.04% | +5,266 | New |
| Bleakley Financial Group, LLC | 5,249 | $257.8K | 0.01% | +5,249 | New |
| Prestige Wealth Management Group LLC | 5,242 | $257.4K | 0.06% | +5,151+5,660.4% | Added |
| Intrepid Financial Planning Group LLC | 5,054 | $248.2K | 0.13% | 00.0% | Unchanged |
| Horizon Investments, LLC | 5,016 | $246.3K | 0.01% | −3,768−42.9% | Reduced |
| Atria Wealth Solutions, Inc. | 4,998 | $245.5K | 0.00% | +4,998 | New |
| Keybank National Association | 4,985 | $244.8K | 0.00% | +4,985 | New |
| Bridgefront Capital, LLC | 4,984 | $244.8K | 0.15% | −3,189−39.0% | Reduced |
| Redwood Financial Network Corp | 4,972 | $244.2K | 0.25% | +4,972 | New |
| First Republic Investment Management, Inc. | 4,956 | $243.4K | 0.00% | −1,196−19.4% | Reduced |
| Sherbrooke Park Advisers LLC | 4,900 | $240.6K | 0.36% | +4,900 | New |
| CIBC World Markets Inc. | 4,893 | $240.0K | 0.00% | −217−4.2% | Reduced |
| CIBC Private Wealth Group, LLC | 4,867 | $239.0K | 0.00% | +4,867 | New |
| Covenant Partners, LLC | 4,821 | $236.8K | 0.09% | +4,821 | New |
| Redwood Wealth Management Group, LLC | 4,815 | $236.5K | 0.27% | +4,815 | New |
| Oakworth Capital, Inc. | 4,801 | $235.8K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 4,797 | $235.6K | 0.01% | −391−7.5% | Reduced |
| Meeder Advisory Services, Inc. | 4,778 | $234.6K | 0.03% | +4,778 | New |
| SFMG, LLC | 4,763 | $233.9K | 0.03% | +4,763 | New |
| M&G Investment Management Ltd | 4,766 | $233.5K | 0.00% | −6,015−55.8% | Reduced |
| Buckley Wealth Management, LLC | 4,730 | $232.3K | 0.09% | +4,730 | New |
| Axq Capital, LP | 4,700 | $230.8K | 0.09% | −4,639−49.7% | Reduced |
| DFPG Investments, LLC | 4,630 | $227.4K | 0.02% | +4,630 | New |
| Umb Bank N A | 4,625 | $227.1K | 0.00% | −45−1.0% | Reduced |
| Raleigh Capital Management Inc. | 4,614 | $226.6K | 0.11% | +4,614 | New |
| Banque Cantonale Vaudoise | 4,570 | $225.0K | 0.01% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,503 | $221.1K | 0.01% | +4,503 | New |
| First Horizon Advisors, Inc. | 4,440 | $218.0K | 0.01% | +308+7.5% | Added |
| First Bank & Trust | 4,425 | $217.3K | 0.06% | +4,425 | New |
| Federation des caisses Desjardins du Quebec | 4,398 | $216.0K | 0.00% | −2,973−40.3% | Reduced |
| Bell Bank | 4,386 | $215.4K | 0.02% | +4,386 | New |
| Echo Street Capital Management LLC | 4,364 | $214.3K | 0.00% | −2,846−39.5% | Reduced |
| Rockefeller Capital Management L.P. | 4,357 | $213.0K | 0.00% | +2,797+179.3% | Added |
| Symmetry Partners, LLC | 4,332 | $213.0K | 0.01% | +4,332 | New |
| Lido Advisors, LLC | 4,302 | $211.2K | 0.00% | +4,302 | New |
| Azimuth Capital Investment Management LLC | 4,300 | $211.2K | 0.01% | +4,300 | New |
| Global Trust Asset Management, LLC | 4,195 | $206.0K | 0.10% | −36−0.9% | Reduced |
| Wetherby Asset Management Inc | 4,149 | $203.8K | 0.01% | +4,149 | New |
| AXS Investments LLC | 3,796 | $186.4K | 0.06% | −4,059−51.7% | Reduced |
| Signaturefd, LLC | 3,599 | $176.7K | 0.00% | −214−5.6% | Reduced |
| Ci Investments Inc. | 3,419 | $168.0K | 0.00% | +23+0.7% | Added |
| Machina Capital S.A.S. | 3,291 | $161.6K | 0.14% | −2,137−39.4% | Reduced |
| Parallel Advisors, LLC | 3,215 | $157.9K | 0.01% | +157+5.1% | Added |
| Proequities, Inc. | 3,184 | $156.4K | 0.01% | +361+12.8% | Added |
| Smithfield Trust Co | 3,062 | $149.0K | 0.01% | +2,822+1,175.8% | Added |
| Ameritas Investment Partners, Inc. | 2,948 | $144.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,915 | $143.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,861 | $140.0K | 0.00% | −3,502−55.0% | Reduced |
| Wahed Invest LLC | 2,817 | $138.3K | 0.06% | −174−5.8% | Reduced |
| Globeflex Capital L P | 2,700 | $132.6K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,417 | $118.7K | 0.01% | +226+10.3% | Added |
| Anchor Investment Management, LLC | 2,400 | $117.9K | 0.02% | −100−4.0% | Reduced |
| C M Bidwell & Associates Ltd | 2,400 | $117.9K | 0.09% | −5−0.2% | Reduced |
| Kapitalo Investimentos Ltda | 2,690 | $116.2K | 0.04% | +2,690 | New |
| Global Retirement Partners, LLC | 2,441 | $113.4K | 0.01% | +997+69.0% | Added |
| Belpointe Asset Management LLC | 2,175 | $106.8K | 0.01% | +961+79.2% | Added |
| Arlington Partners LLC | 2,100 | $103.1K | 0.01% | +2,100 | New |
| Benjamin F. Edwards & Company, Inc. | 1,989 | $98.0K | 0.00% | −86−4.1% | Reduced |
| Optimum Investment Advisors | 1,986 | $97.5K | 0.05% | +1+0.1% | Added |
| Estabrook Capital Management | 1,939 | $95.2K | 0.02% | −1−0.1% | Reduced |
| Montag A & Associates Inc | 1,900 | $93.3K | 0.01% | −69−3.5% | Reduced |
| Edge Capital Group, LLC | 1,867 | $91.7K | 0.01% | −26−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,800 | $88.4K | 0.03% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,966 | $79.1K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,583 | $77.7K | 0.03% | +1,583 | New |
| Tobam | 1,578 | $77.0K | 0.01% | +708+81.4% | Added |
| Nkcfo LLC | 1,540 | $76.0K | 0.04% | +1,540 | New |
| Sentry Investment Management LLC | 1,512 | $74.0K | 0.03% | 00.0% | Unchanged |
| Maj Invest Holding A/S | 1,507 | $74.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 21,107 | $72.7K | 0.01% | +21,107 | New |
| JFS Wealth Advisors, LLC | 1,407 | $69.1K | 0.01% | +4+0.3% | Added |
| HM Payson & Co | 1,404 | $69.0K | 0.00% | −30−2.1% | Reduced |
| TD Private Client Wealth LLC | 1,370 | $67.3K | 0.00% | +144+11.7% | Added |
| Ossiam | 1,312 | $64.4K | 0.00% | −5,297−80.1% | Reduced |
| Evermay Wealth Management LLC | 1,300 | $63.8K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 1,272 | $62.5K | 0.03% | +1,272 | New |
| Parkside Financial Bank & Trust | 1,234 | $60.6K | 0.02% | +444+56.2% | Added |
| Quent Capital, LLC | 1,235 | $60.5K | 0.01% | −77−5.9% | Reduced |
| Harbour Investments, Inc. | 1,230 | $60.4K | 0.00% | +532+76.2% | Added |
| Capital Analysts, LLC | 1,197 | $59.0K | 0.00% | +3+0.3% | Added |
| Hantz Financial Services, Inc. | 1,195 | $59.0K | 0.00% | +1,057+765.9% | Added |
| Wolff Wiese Magana LLC | 1,102 | $54.1K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,050 | $51.6K | 0.03% | +1,050 | New |
| Grove Bank & Trust | 1,046 | $51.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,008 | $49.5K | 0.01% | +1+0.1% | Added |